Is Your Data Fit For Agentforce? Get a Readiness Assessment

Uncover the possibilities for Agentforce within your Salesforce org and determine your data’s fitness level with Trifecta’s Agentforce Readiness Assessment.
“Trifecta was able to demonstrate their deep knowledge of Salesforce and translate it into solutions that met our unique business needs.
Saadia Bryant
VP of Marketing, Product & Design, Gemline

Drive Success with Agentforce

Agentforce is here and there are endless possibilities for what Agents can do to support your organization. From Agents answering customer questions like, “Where is my order?” to helping your Sales team craft messages, Agents are there to provide support where you team needs it most.

Curious about how your organization could benefit from Agentforce? Trifecta’s Agentforce Readiness Assessment is the perfect way to get expert insight into where Agents could be implemented and an analysis of your data fitness. 

Our Services

Trifecta's Agentforce Readiness Assessment

With the Agentforce Readiness Assessment, you’ll gain valuable insights into your current process and identify areas with strong potential for enhancement with the help of agents. Our team of certified AI experts will work to understand your organization’s unique needs and challenges. We will evaluate your existing system and data to ensure that you are well-prepared to begin implementing agents into your operations.

Once the assessment is complete, you will have a solid understanding of where your organization stands on your journey to implementing agents. You will know what agent use-cases would be most effective in your process and if your data is fit to begin implementation.

What to Expect

Prerequisite Q&A

  • We will cover basic insights into your Salesforce org – this gives our experts introductory knowledge for beginning the assessment.

Org Walkthrough & Use Case Discussion

  • We will work together to find the use cases for Agentforce for Agentforce. This will help us identify what data will be needed and where it resides.
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Q&A_Walkthrough
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Analysis & Readout

Trifecta Performs Analysis

  • Our Salesforce experts will evaluate your data infrastructure, quality, and accessibility in relation to the chosen use cases. 

Readout Meeting

  • We will share our findings, results, and recommendations for next steps on your Agentforce endeavor. 
About

How Can Agentforce Help My Organization?

Explore some of the Agentforce use cases! For more ideas on how your organization can leverage this powerful tool, ask us!

Account Management
Case Management
Close Deals
Communicate with Customers
Conversation Explorer
Order Management
Order Inquiries
General CRM
General FAQ
Manage Deals
Prospecting

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