Agentforce · Automation Services

A reply is not a result. Finish the work.

Agentforce automation services connect agents to the process automation underneath them — the Flows, Apex, approvals, routing and integrations that turn a conversation into a completed transaction. An agent that answers well but hands every task back to a human has moved the queue, not shortened it. We build the machinery the agent triggers.

Behind One Sentence
THE CONVERSATION Intent “Change my delivery address” Context Who · Which order · Entitlement Chat · Email · Voice Verified Identity Policy Window TWOPIR AUTOMATION LAYER Orchestration Flow · Apex · Events Sequence & rollback Control Points Approvals · Limits Human in the loop System Writes CRM · ERP · Billing Notify & confirm ONE PROCESS · WHETHER A HUMAN OR AN AGENT STARTS IT 2πr ACTUALLY DONE Record Updated In the system of record, not a note Downstream Told Warehouse, billing and the rep Truth Told Confirmed, pending or honestly refused MAP · SIMPLIFY · AUTOMATE · CONNECT · MEASURE
12+
Years CRM & AI delivery
250+
Deployments delivered
15+
Technology partnerships
500+
Clients served

Trusted by 500+ organizations — including sales, service and operations teams who wanted the work finished, not forwarded.

Amberscript
Kacific
Spinify
Zarraffa’s Coffee
Ultra Consultants
RChilli

Automation Scope

  • Salesforce Partner
  • HubSpot Partner
  • Flow Orchestration
  • Approvals
  • Lead Routing
  • Case Deflection
  • Platform Events
  • Integration Middleware
Where Automation Breaks Down

The agent talked. Then a human did the work anyway

These are the gaps between a good conversation and a completed job. Every one of them is a process and integration problem, which is why they survive a perfectly good agent build.

The agent promises what nothing behind it can deliver

“I have logged that for you” when no record was written is worse than an honest refusal — it burns the trust the whole programme depends on.

Twelve years of overlapping Flows nobody dares change

Automation debt makes the agent's action unpredictable, because three other Flows fire on the same update and one of them reverses it.

Two front doors, two different processes

The agent's path and the rep's path diverge, so the same request produces different outcomes depending on who started it — and reporting stops meaning anything.

Approvals were never designed, so nothing can be approved

Any action with financial or contractual consequence needs a control point. Without one, the choice is an agent that cannot act or an agent nobody will sign off.

The last mile is in a system Salesforce cannot reach

The agent updates the CRM and the warehouse never hears about it. Automation that stops at the CRM boundary just relocates the manual step.

There is no way to undo what the agent did

A multi-step process that fails halfway leaves records inconsistent. Without compensating steps, recovery is a support ticket and a spreadsheet.

What It Means

Agent automation is process design, first

Agentforce automation services connect an agent to the process that completes the work. When an agent decides to act, it invokes an action — and behind that action sits real automation: a Flow that orchestrates record changes, Apex that enforces rules, an approval step where the consequence is irreversible, an integration that tells a downstream system, and a path for what happens when any of that fails. Building the agent is one job. Building what happens after it decides is another, and it is usually the larger one.

The governing principle is one process, two front doors. A human and an agent starting the same request should travel the same automation and land in the same state. Teams that build a parallel “agent path” get divergent outcomes, duplicate maintenance and reporting nobody trusts. When we automate for an agent, we usually improve the process for the humans too, because the agent's requirements — explicit steps, clear inputs, defined failure behaviour — are the requirements a good process had all along.

Salesforce provides Flow, Apex, approvals, platform events and the action framework that lets an agent invoke them. Twopir Consulting provides the process design and the build: mapping what actually happens today, removing the automation debt that makes outcomes unpredictable, designing the control points, writing the orchestration, and connecting the systems past the CRM boundary. You get requests that complete end to end, with the same result however they arrived.

This is where our CRM practice does most of the work. We work with growing, mid-market, and enterprise organizations that need help with complex CRM implementations, integrations, and business system challenges — and an agent programme is, underneath, an automation and integration programme with a conversation on the front. Where no agent exists yet, this work runs inside a first Agentforce implementation rather than beside it.

Where Agents Earn Their Licence

The process, the agent's part, and what has to exist behind it

Read the third column before committing to the first. It is the honest measure of what an automation engagement involves, and it is the column most proposals leave out.

Agentforce automation use cases: the process, what the agent does, and the automation required behind it
ProcessWhat the agent doesWhat has to exist behind it
Inbound lead qualificationAsks the qualifying questions a rep would, at any hour, and records the answers.Scoring logic, routing rules, ownership assignment and a written-back qualification state.
Service case deflectionAnswers from approved content and resolves the case without a queue.Grounded knowledge, case status updates, and escalation with full transcript context.
Order and account changesVerifies identity, confirms the change and states what will happen next.A Flow that updates CRM and calls the downstream system, with a compensating path on failure.
Quote and renewal prepAssembles the context and drafts the document for a human to review.Pricing rules, approval thresholds, document generation and a controlled send step.
Internal policy and HR questionsAnswers employees from approved internal content, in Slack or the console.An indexed internal corpus, access rules mirrored from the source, and a named content owner.
Document and form intakeChecks a submission for completeness and asks for what is missing.Extraction, validation rules, an exception queue and a routing decision on what passes.
Column three is the engagement. Column two is what the demo shows.
What We Automate

Six workstreams behind the conversation

Most engagements start with the fourth one. Rationalising what already exists is usually the precondition for anything new behaving predictably.

Agent-Triggered Flow Orchestration

The Flows an agent invokes, designed for a caller that decides for itself when to call them — explicit inputs, ordered steps, and a defined outcome the agent can describe to a customer.

  • Invocable Flow design for agent actions
  • Multi-step orchestration across objects
  • Compensating steps when a stage fails
  • Outcome payloads written for conversation
  • Shared subflows across topics and channels

Sales Development & Lead Routing

Inbound qualification that runs at three in the morning and hands a rep a lead with answers already attached — plus the routing, ownership and follow-up logic that decides where it lands.

  • Qualification criteria as automation, not a script
  • Scoring, grading and territory-aware routing
  • Priority rules for strategic segments or regions
  • Follow-up tasks and SLA escalation
  • Attribution preserved back to campaign source

Service Triage & Case Deflection

Resolution rather than deflection theatre: the agent answers, updates the case, and where it cannot help, escalates with everything it already tried so the human does not restart the conversation.

  • Intent triage and case classification
  • Status updates written to the Case record
  • Entitlement and warranty checks before action
  • Escalation with transcript and confidence
  • Queue routing by skill, language or region

Automation Rationalisation

Before adding automation we remove the automation that fights itself. Overlapping Flows, dead workflow rules and duplicated triggers make any agent action unpredictable — and unpredictable is unshippable.

  • Inventory of Flows, rules and triggers per object
  • Order-of-execution and conflict analysis
  • Consolidation and safe retirement plan
  • Regression testing before anything is removed
  • A single documented path per business event

Approvals & Human-in-the-Loop

Control points where consequence demands them. Anything irreversible, financial or contractual gets an explicit approval step — which is usually what makes the rest of the automation approvable at all.

  • Threshold-based approval routing
  • Agent-initiated requests with full context
  • Timeouts and delegation when nobody responds
  • What the agent tells the customer while pending
  • Audit trail of who approved what, and when

Integration-Backed Automation

Past the CRM boundary, where the last mile actually lives. ERP, billing, logistics and marketing platforms connected so the agent's action reaches the system that ultimately fulfils it.

  • API and middleware integration design
  • Synchronous versus asynchronous decisions
  • Platform events for slow downstream work
  • Idempotency and duplicate-request protection
  • AI agent development →
What We Connect

Where the work actually finishes

An automation is finished when the system that fulfils the request knows about it. These are the connections that decide whether that is true, and what crosses each one.

Sales Cloud

Qualification outcomes, ownership and activity history write into Lead and Opportunity so forecasting stays honest; routing rules and territory definitions flow the other way and decide where an agent-qualified lead lands.

Service Cloud

Case creation, status and resolution are written by the agent, not narrated by it. Entitlements, milestones and queue definitions come back the other way, so the agent knows what this customer is actually owed before it promises anything.

ERP & fulfilment

The last mile for anything physical. An address change or cancellation goes out as a transaction with a confirmation coming back, so the agent can say “done” only once the warehouse agrees — and say “requested” until then.

Billing & subscriptions

Invoice and subscription state flow in as read-only context the agent can quote. Anything that changes what a customer pays goes out through an approval-gated action, with idempotency so a retried request never bills twice.

Marketing automation

Where Account Engagement, Marketo or HubSpot owns demand, engagement and score come in as qualifying signal and the agent's outcome goes back, so a qualified prospect exits nurture and an unqualified one is not chased for a quarter.

Document generation & signature

The agent assembles the data and triggers generation; signature status flows back onto the record and drives the next stage. The agent reports a tracking state, never a completion it has not observed.

Platform events & async work

Where downstream work takes minutes rather than milliseconds, the agent publishes an event and completes the conversation honestly — then the customer is notified when the process finishes, rather than held on a spinner.

Operational reporting

Every automated path writes what happened and why, so you can compare agent-initiated and human-initiated outcomes side by side. Without that, nobody can tell whether the automation improved the process or just moved it.

How an Automation Engagement Runs

Map it, simplify it, then automate it

Automating a broken process produces a faster broken process. The second step is the one clients are most tempted to skip and the one that pays for the engagement.

Step 01

Map What Happens Now

The real process, including the undocumented parts — who chases, who re-keys, which spreadsheet holds the truth, and where the same request takes two different routes.

Step 02

Simplify Before Automating

Remove steps that exist because a system could not do something in 2019, consolidate overlapping Flows, and settle on one path per business event.

Step 03

Design the Control Points

Where approval is required, what the agent may do unattended, what it must confirm first, and what happens when a step fails halfway through a multi-system process.

Step 04

Build & Connect

Flows, Apex, approvals, events and integrations, built once and shared by the human path and the agent path so both produce identical outcomes.

Step 05

Measure Both Doors

Completion rate, exception rate and cycle time reported for agent-initiated and human-initiated work side by side — the only way to prove the automation helped.

Client Outcomes

Automation that removed the manual step

These are Twopir engagements where the deliverable was the same thing an agent needs: a process that completes end to end without a person carrying data between systems.

★★★★★
Twopir helped us identify the right AI tools and select the best-fit platform for our needs. Their team provided end-to-end support — from consulting to implementation — delivering an AI-powered chatbot and automation system that improved our lead routing and customer engagement.
Mathias Bensimon Director · AI chatbot & lead routing automation Routing Automation
Case Study

Professional Services Firm — AI Document Automation

Automating email attachment processing and Salesforce data routing.

40% Reduction in manual document processing time
2× Admin throughput without added headcount
100% Automated classification & CRM routing
Read Full Case Study
★★★★★
The AI readiness engagement gave us a clear roadmap to operationalize AI across our processes. The team built intelligent ‘Next Best Action’ capabilities using scoring, engagement, and fit models, which significantly improved how we prioritize and interact with prospects. Their understanding of both CRM and AI-driven decisioning made a real difference.
Rubesh J. Consultant · AI readiness & Next Best Action engagement Decisioning
Case Study

Professional Events Organization — CRM Integration

Salesforce–MeetMax integration for a corporate networking organization.

100% Elimination of manual data sync between platforms
360° Unified client view across events & CRM
0 Manual reconciliation tasks post-integration
Read Integration Story
Why Twopir

The automation practice came first

We have been building Salesforce process automation and integrations since long before agents existed. Agentforce gave that work a new front end; it did not change what has to be underneath.

One process, two front doors

We never build a separate path for the agent. The same automation serves a rep and an agent, so outcomes match, maintenance halves, and reporting stays comparable.

We remove automation before we add it

Most orgs carry years of overlapping Flows. Rationalising them is unglamorous and it is what makes an agent's actions behave the same way twice.

Failure paths are part of the design

Every multi-step automation gets compensating steps and an honest outcome the agent can report. “Half done, silently” is the worst state a customer-facing process can be in.

We go past the CRM boundary

Our integration practice connects ERP, billing, logistics and marketing platforms, so automation finishes where the work finishes rather than where Salesforce stops.

Approvals make automation approvable

Designing the control points early is what lets a risk owner say yes to the rest. Teams that leave approvals out end up with an agent allowed to do nothing that matters.

Common Questions

Automation questions worth settling early

Mostly it is the same automation with a different caller, and that is the point. Existing Flows were written to be triggered by a record change or a button, with a person supplying context and judgement. An agent supplies context assembled from a conversation and decides for itself when to call. So the automation needs explicit inputs rather than assumed ones, a defined outcome it can report rather than a silent success, and failure behaviour that does not leave a customer mid-sentence. Often we adapt what exists rather than replacing it.

Yes for reversible, low-consequence changes — logging an interaction, updating a preference, creating a case, changing a delivery address inside policy. No for anything that moves money, changes a contract, or cannot be undone, which should sit behind an explicit approval. The useful test is not how confident the agent is; it is what it costs to be wrong and how hard it is to reverse. Designing that boundary deliberately is usually what lets a risk owner approve everything on the other side of it.

It depends entirely on whether someone designed for it. A process that updates Salesforce, calls an ERP and sends a confirmation can fail at any of the three, and Salesforce cannot roll back what an external system already did. So we design compensating steps — reverse the CRM change, or flag the record for reconciliation and raise an exception — and we make sure the agent tells the customer the truth about what state things are in. Silent partial completion is the failure mode that erodes trust fastest, because nobody finds out for a week.

Only on the objects the agent touches, and yes, usually. Where several Flows fire on the same object update, the order they run in decides the outcome, and an agent invoking an action into that will produce results that look random. We inventory what fires on the objects in scope, find the conflicts, consolidate where it is safe and retire what is dead — with regression tests before anything is removed. It is the least glamorous part of an automation engagement and reliably the highest-value one.

It can eventually, but not in one project. Each domain has its own processes, its own control points and its own risk profile, and trying to cover all three at once produces an agent that is mediocre everywhere and impossible to debug. We sequence: one domain, one process, measured, then the next. The automation built for the first often gets reused by the second — routing, approvals and integration patterns travel well — so the second increment is faster than the first, which is how a programme builds momentum instead of stalling.

Compare the two front doors. Measure completion rate, exception rate and end-to-end cycle time for agent-initiated and human-initiated instances of the same process, and take a baseline before launch — the same discipline our optimization practice applies to the agent itself. Containment on its own is a misleading number — an agent can contain a conversation and still leave the work undone. The question that matters is whether the request finished without a person touching it, and whether it finished correctly, which is why exception rate belongs next to completion rate rather than in a footnote.

Next Step

Pick one process. We will map what really happens, then automate it

Choose a process your team repeats every day. We will walk it end to end — including the parts nobody documented — and show you what an agent could finish, what needs approval, and what has to be simplified before any of it is worth automating.

Salesforce, CRM & AI delivery for growing and mid-market companies · Contact the team