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Saltbox Mgmt Salesforce Agentforce

AI That Actually Gets Work Done

Agentforce isn’t just chat — it’s a new class of AI assistants that solve problems, personalize journeys, and reduce friction across the buying experience.
Saltbox Mgmt helps Salesforce customers get
ready for real Agentforce use cases by aligning data, mapping journeys, and deploying assistants that deliver value from day one.
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Not sure where to start with Agentforce?
 

You’re not alone. Many companies are still figuring out how to make Agentforce real for their business.
 

We can help. We’ll work with you to uncover the right use cases, like buy-on-behalf flows, warranty status updates, or personalized recommendations — and help you prioritize what delivers the most value, fastest.

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What your customers get:

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Faster answers, less effort
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More relevant offers and recommendations
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Seamless support, even after the sale
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24/7 responsiveness with a human touch
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Smarter agents = Better experiences

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They feel known

and supported.
Agentforce learns from real customer interactions and preferences, creating personalized journeys over time.

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They don’t wait

on hold.
Routine tasks like warranty checks, order lookups, or reordering can be handled instantly by AI agents—no rep required.

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They get answers faster.
Agents tap into your real-time Salesforce data to provide accurate status updates, product info, or self-service steps.

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They’re guided—

not left guessing.
Agentforce can act like a concierge, helping B2B buyers discover products, complete tasks, or find answers—without opening a support ticket.

AI isn’t magic. We help you make it real.

Aligning Agentforce use cases to customer journey stages
 

Readiness assessment (data, process, permissions, flows)
 

Action design: intent → guardrails → success criteria

Custom prompt flows and retrieval setup
 

Integration with Data Cloud and Flow Builder
 

Governance strategy and measurement

AI you can trust — because it’s
grounded in reality

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Warranty Status Agent

Automatically verifies warranty eligibility and initiates RMA requests using live case, contract, and product data—freeing up service teams and speeding customer resolution.

Buyer Assist Agent

Guides inside sales reps through customer-specific carts, pricing, and approvals to simplify buy-on-behalf experiences and accelerate quoting.

Personalization Agent

Uses behavioral signals and CRM data to serve real-time product suggestions and reorder nudges that boost conversion and loyalty.

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 Your AI is only as good as the data it runs on

Agentforce can’t deliver value if it doesn’t know what’s happening. That’s why Saltbox Mgmt builds Agentforce on a strong foundation of Data Cloud, Customer 360, and Flow-ready architecture.

With secure, real-time access to your systems, your AI agents don’t just respond — they act.

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 Let’s design the agent your customers actually want

 We help Salesforce customers bring Agentforce to life with actions that

are purposeful, secure, and rooted in real business value.

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