If you’ve been anywhere near the Salesforce ecosystem these last 6 months, we doubt you’ve gotten far without seeing Agentforce everywhere—billboards, social media, public transportation, and being the centre of Salesforce’s World Tour events. AI Agents are taking over! When Marc Benioff himself calls it Salesforce’s biggest focus in years, you know it’s about to change the game.
Businesses have been eager to learn more about the power of AI, and with those already leveraging Salesforce as a CRM, questions about how they can utilize agentic solutions to move even faster started to increase at warp speed since Dreamforce ‘24 last September. But implementing cutting-edge tech isn’t always straightforward—especially when documentation is limited and best practices are still taking shape. So, what did we do as Salesforce implementation partners and Trailblazers in the ecosystem? We did what Lane Four does best—stamped “LET’S GO” in bold and took on these challenges head-on. That relentless drive eventually led us to become the first Salesforce implementation partner to deploy a working Agentforce agent in production in Canada. Not to shabby!
Before Salesforce released all of their documentation or even provided sandbox support for Agentforce, Lane Four was already talking about how this can help our clients and solve a few issues that were already brought to us. Tasked with deploying multiple agentic use cases under tight deadlines for various clients, we embraced the unknown as an opportunity to lead. With agility, creativity, and deep expertise in Salesforce ecosystems, we didn’t just follow best practices in Agentforce projects—we’ve helped define them to our team and partners.
Laying the Foundation for AI Success
AI implementation isn’t just about activating intelligent automation; it’s about ensuring the right data, processes, and structure are in place to support it. Before deploying Agentforce solutions, we helped our clients with foundational work such as:
Data Consolidation & Cleanup to ensure clean, structured data was available for AI-driven processes. For some, this meant attaching Agentforce projects to Data Cloud ones as well.
Knowledge Base Optimization, which involved refining internal knowledge repositories and their categories so that AI agents could provide accurate, context-driven responses.
System Consolidation, which brought together disparate system environments for more seamless automation.
By addressing these crucial areas first, we were able to give our clients more confidence that they were set up for long-term success with AI.
Adapting on the Fly: Testing the Testing Tool
Agentforce was evolving as we were implementing it. When Salesforce introduced the Agentforce Testing Center in recent weeks, we pivoted immediately, learning, experimenting, and leveraging the tool to refine our approach. Yes, we tested the testing tool! Testing for AI is more complex compared to traditional testing, especially when we’re going off half-baked precedents. But our ability to move quickly and apply new insights meant that our clients benefited from a constantly improving AI implementation strategy.
Success Across Five Major Implementations
Having successfully implemented Agentforce for five businesses internationally, we’ve observed a variety of adoption patterns post go-live:
- Some clients discovered that AI-driven solutions didn’t fully align with their current business goals
- Others are actively experimenting and fine-tuning their live AI-powered workflows
- And others have fully embraced Agentforce, expanding AI automation across multiple facets of their go-to-market strategies
Regardless of the level of adoption, our clients have been overwhelmingly positive about their experience working with Lane Four. As an implementation partner that thrives in uncharted territory and can move quickly, but in a smart and strategic way, we’ve proven our ability to deliver cutting-edge solutions with the focus always being on what’s best for our clients.
Working with a new, largely undocumented tool is no easy feat, but it solidified Lane Four’s position at the forefront of Canadian tech consulting in the Salesforce space. Our early involvement with Agentforce, combined with our deep expertise in Salesforce implementations across multiple clouds, uniquely positions us to help businesses navigate the evolving go-to-market landscape. Now, we can confidently say the same for those seeking AI-powered solutions too!
For Salesforce customers and partners looking to explore Agentforce, our journey serves as proof that with the right expertise, AI can be a game-changer for your organization if aligned with your tools and overarching business goals. Whether you’re considering your first agentic solution or scaling AI across your organization, Lane Four is ready to guide you through the process. Intrigued? Let’s chat!
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