Agentforce: Automate Conversations with Flow-Powered Chat
🤖 What is Agentforce?
Agentforce is a no-code conversational automation layer built on top of Salesforce Flow. It enables you to turn your Flow logic into structured, chat-like user experiences—perfect for customer support, sales follow-ups, internal bots, or lightweight case deflection.
Instead of relying on costly LWC forms or full Live Agent deployments, Agentforce lets you design and launch chat interactions entirely within Flow Builder, which many admins already know.
It’s like building a chatbot—but with the logic, security, and control of Salesforce Flow.
🧠 Key Features
- 🔀 Looping & Branching: Use Flow's built-in decisions and loops to guide the conversation dynamically.
- 🧱 Reusable: Build once, deploy anywhere—web widget, Experience Cloud, or embed in Slack.
- 🧩 Component Driven: Supports text prompts, choices, record lookups, input fields, file upload, and more.
- 🚀 Fast Deployment: Skip expensive LWC development or 3rd-party bot integrations.
- 💬 Human Handoff Support: Let users escalate to a human agent if needed, based on flow logic.
🛠️ Common Use Cases
1. Case Triage & Routing
Guide users through a decision tree to classify their issue, suggest a solution, and optionally create a case—all in under 60 seconds.
Example: “What issue are you facing?” → “Select a Product” → “Do you want to open a case or try self-service?”
2. Lead Qualification Bot
Capture lead information through an interactive flow and assign to the right queue or rep.
Example: “What’s your company size?” → “What’s your timeline?” → Lead Score → Assign via Round Robin.
3. Internal Ops Assistant
Let employees file IT requests, HR tickets, or submit data—all through a Flow-powered chat UI.
Example: "Request a new laptop" → Choose specs → Approver notified.
4. Knowledge-Driven Self-Service
Link Flow screens with knowledge articles, community pages, or help content dynamically based on user inputs.
Example: “How can we help?” → “Search results for password reset” → Link to article → “Did that help?” Yes/No.
📦 Deployment Options
Agentforce can be embedded in:
- 🖼️ Your website (via widget snippet)
- 💬 Experience Cloud sites
- 🧵 Slack or MS Teams (coming soon)
- 📱 Mobile apps via WebView
🧹 Built for Admins, Loved by Users
Agentforce brings the power of automation to the simplicity of chat. Admins already know Flow—now you can reuse that skillset to build conversation-first solutions, without needing dev time.
With zero-code deployment and flexible use cases, it’s a must-have for any Salesforce team looking to streamline support, sales, or operations.
Want help launching your first Agentforce bot?
Let us know and we’ll send you a starter template + flow export to get you going in minutes.