Agentforce & AI automation for Salesforce
We build Agentforce agents, Einstein features and custom AI integrations that take repetitive work off your sales and service teams, safely and with measurable results.
AI that does real work inside Salesforce
AI is only useful when it is connected to your data and your processes. We design and build AI agents and automation on top of Salesforce that qualify leads, triage cases, draft replies, update records and flag risks, with clear guardrails and a human in the loop where it matters.
- Agentforce agents for sales and service, configured with topics, actions and guardrails that fit your business.
- Einstein and Prompt Builder for summaries, email drafts, next best actions and case classification.
- OpenAI and Claude integrations when you need a model or workflow that goes beyond what is built into Salesforce.
- Flow automation to remove manual hand-offs, follow-ups and data entry.
- Data foundation: clean, connected data so the AI has the right context and gives the right answers.
Common Agentforce and AI use cases
Sales
Lead research and qualification, meeting prep, follow-up drafts and pipeline risk alerts.
Customer service
24/7 first-line agents, case triage and routing, suggested replies and knowledge article drafting.
Lending & finance
Document intake, application pre-checks, KYC summaries and client onboarding steps.
Operations
Automated data entry, record enrichment and reporting that used to take hours each week.
How we roll out AI safely
We start with one high-value use case, measure the result, then expand. Every agent gets clear permissions, test scenarios and monitoring before it talks to a customer, and we document how it works so your team stays in control. For Quebec companies, we design with Law 25 privacy requirements in mind.
Clutek is a Salesforce consulting firm based in Montreal, working with companies across Quebec, Canada and the United States. See our Salesforce implementation services.
Frequently asked questions
What is Agentforce?
Agentforce is Salesforce's platform for building AI agents that work inside your CRM. Agents can answer customers, qualify leads, update records and run actions, using your Salesforce data and the guardrails you define.
Do we need clean data before using AI in Salesforce?
Clean, connected data makes a big difference. We usually start with a short review of the data an agent will rely on and fix the gaps before launch.
Can you integrate OpenAI or Claude with Salesforce?
Yes. When a use case needs more than the built-in features, we connect Salesforce to models such as OpenAI and Claude through secure APIs and Flow.
Let's talk about your Salesforce project.
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