Financial ServicesFinancial Services Cloud
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Certified
Salesforce Partner
in the UK
Work with certified Agentforce specialists to configure agents that handle tasks like case resolution, lead qualification, and appointment scheduling using your Salesforce data. We set clear rules about what the agents can and cannot do on their own.
Certified Salesforce Agentforce specialists
Agents built around one clearly defined task at a time
Human escalation built in for anything outside the rules
Start with a working pilot
Financial ServicesFinancial Services Cloud
ManufacturingManufacturing Cloud
Agentforce is a lot more than a chatbot that provides intelligent, accurate responses. It independently executes multi-step, complex business-critical tasks. It uses advanced reasoning via the Atlas Reasoning Engine to analyze context, build execution plans, and carry out tasks with your existing business data.
Our Salesforce administrators configure exact rules, instructions, topics, and guardrails via the visual Agentforce Builder to ensure the AI aligns with your rules and company policies. We connect your agents to Salesforce Data Cloud, enabling them to access real-time structured and unstructured data to provide accurate, context-rich responses.
When requests become too complex or urgent, the system seamlessly transfers the conversation to a human team member using Omni-Channel routing, providing the human with the full context history.
Handles routine case inquiries, status checks, and common resolutions. Our specialists configure the agent to work on a defined set of case types, escalating anything outside that scope to a human agent with full context.
Case status and resolution for defined case types
Knowledge base lookup and article surfacing
Escalation to a human for out-of-scope cases
Full case context handed over on escalation
We help you build and implement Salesforce orgs that are designed around your processes, delivering business value from day one. Our goal is to drive successful rollouts, enable adoption across your teams, and ensure Salesforce aligns perfectly with your operations and objectives.
Our team of Salesforce consultants is highly skilled and technically proficient, while boasting certifications across the Salesforce ecosystem. From sales to marketing to service operations, we help you reinvent your processes, boost revenue, and drive operational efficiency.
No generic solutions. No one-size-fits-all orgs. Your business is unique. Your requirements are different. We provide you with a viable solution that's not only intuitive but also supports your growth initiatives and innovation goals.
Improve ROI
If not deployed the right way, Salesforce can burn your CRM budget and turn out to be one of your largest business expenses. You deserve better value against your investments. We ensure Salesforce delivers significant ROI for your business. Our CRM strategies are aligned with your goals, processes, scope, and budget.
User Adoption
The best-configured Salesforce org in the world is useless if the people who need it refuse to use it. Adoption is a design problem before it is a training problem, and that is where our consultants start.
Platform Maturity
Most Salesforce orgs grow by accident. Patches on patches, workarounds layered over workarounds, until nobody remembers why anything was built. Our consultants help organisations move past that, into something stable enough to scale on.
Lifecycle Visibility
When the journey from first enquiry to renewal lives across six systems, leadership ends up guessing. Our consultants design the reporting and dashboards that pull the whole picture into one place.
We configure Sales Cloud around how your sales team works day to day. Our consultants map lead routing, opportunity stages, and forecasting views to your process, so reps sell more and managers coach better with cleaner data at the base.
Case resolution improves when we set up Service Cloud properly around agent workflows. Managers see the full picture of service performance in one place, and Agentforce agents perform best when case data sits structured cleanly underneath them.
Journeys, data extensions, and reporting need to connect properly to your CRM data before Marketing Cloud can deliver. We configure the platform cleanly underneath, so Campaign Agents work against reliable data rather than a fragmented setup.
Data Cloud unifies customer records across systems. Agentforce agents run on Data Cloud profiles, so identity resolution and unified data directly shape how reliably those agents perform in production.
Portals connect properly to your Salesforce data, so customers and partners get a working self-service experience. Our consultants configure Agentforce agents to operate inside portals with the same governance and escalation rules applied consistently.
We configure Revenue Cloud and CPQ against your actual product catalogue and pricing logic. Quoting stays fast and accurate, and Sales Coach agents surface pipeline insights that reflect actual revenue logic rather than assumed pricing.
A donor inquiry agent that answers and routes complex requests to your staff. This frees fundraising teams for relationship-building work that should not be automated. Our consultants configure the agent within your donor data access rules, so supporters see their own history and nothing else. Escalation goes to the right team member based on the request type, with full context.
An appointment scheduling and inquiry agent operating within strict patient data access rules. The agent handles booking, rescheduling, cancellations, and general inquiries, escalating anything clinical to a person immediately. We configure the agent against Health Cloud consent scopes and access rules, so the agent respects the same privacy boundaries as the clinical team.
A client service agent handling routine account queries within compliance-defined boundaries. Every action gets logged for audit trail purposes. Our consultants configure the agent with KYC-aware access rules and product suitability boundaries built in. Anything requiring advice or a licensed decision escalates to an adviser, with the client's context ready.
An order status and returns agent handling routine inquiries at volume. The agent handles the common cases quickly, escalating disputes or exceptions to a human. We configure the agent against Commerce Cloud data, so responses reflect live order status. Returns policies get encoded as rules the agent follows rather than as guidance it interprets.
Agentforce doesn't rely on rigid, pre-built decision trees. It is driven by the Atlas Reasoning Engine. Think of Atlas as the "brain" of the system. It uses a design framework called ReAct to complete complex goals.
They only access data permitted by your Salesforce security model, including Sharing Rules and Permission Sets. The Einstein Trust Layer masks PII and guarantees zero data retention by external LLMs.
No. You can ground agents using standard CRM records and Knowledge. However, Data Cloud acts as a major force multiplier for searching massive, unstructured, or real-time external data lakes.
Einstein is an AI assistant that helps humans work faster. Agentforce is Salesforce's very own autonomous agentic AI platform that independently reasons, triggers workflows, and completes entire tasks from start to finish.
Yes. Built on Hyperforce, it meets strict compliance standards. It features the Einstein Trust Layer for PII masking, rigorous system guardrails, and audit-ready reasoning logs.
30 July 2026
21 July 2026
