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AI Lead Qualification Agent
Scores, categorizes, and prioritizes inbound leads using CRM data, engagement signals, and AI reasoning. Assigns next-best actions so sales reps open conversations with the right prospects first.
AI Automation Salesforce Agentforce · AI Implementation & Consulting
Turn Salesforce Into an Intelligent
AI-Powered Workforce.
Agentforce is the agent-driven layer of the Salesforce Platform — enabling organizations to build, deploy, and manage autonomous AI agents that work alongside employees and serve customers 24/7. Twopir Consulting designs, implements, and scales Agentforce solutions built around your data, your workflows, and your governance requirements.
500+
Client Deployments
12+
Years Experience
40+
Person Delivery Team
Partner
Salesforce & HubSpot
AI Delivery
Trusted by
RevOps Leaders Field Sales Teams Operations & Inventory Real Estate Brokers Service Teams Sales Executives RevOps Leaders Field Sales Teams Operations & Inventory Real Estate Brokers Service Teams Sales Executives
Where Teams Stall
The Real Cost Is Operational Friction
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Manual Lead Qualification Slows Sales Growth
Sales teams spend valuable time manually reviewing and scoring leads. High-intent opportunities sit in queues while reps work through low-value records — a problem Agentforce's AI Lead Qualification Agent is purpose-built to eliminate.
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Employees Waste Time Searching for Information
Critical data is spread across accounts, opportunities, cases, emails, and activity logs. Agentforce's record summarization capabilities surface that context instantly — without users having to hunt through records manually.
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Repetitive Customer Queries Overload Support Teams
Service agents repeatedly answer the same questions, creating case backlogs and reducing capacity for complex issues. Agentforce service agents handle high-volume queries autonomously — operating 24/7 across portals, messaging, and voice channels.
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Knowledge Locked Inside Salesforce Goes Unused
Valuable knowledge exists inside Knowledge Articles, case histories, and CRM records — but it's difficult to access quickly. Agentforce agents grounded in Salesforce Knowledge surface accurate answers without exposing data outside your permission model.
✉️
Inconsistent Communication and Follow-Ups
Sales and service teams manually draft emails and case summaries with no standardized structure. Agentforce Prompt Templates create reusable, AI-powered communication workflows that produce consistent outputs at scale.
Platform Context
Agentforce Is Built for Salesforce. We Build It Around Yours.
Agentforce is the agent-driven layer of the Salesforce Platform enabling autonomous AI agents that act, not just answer. Built on the Einstein Trust Layer, Agentforce delivers secure, governed AI that respects your data architecture, complies with your governance requirements, and delivers measurable business outcomes from day one.
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Autonomous AI Agents That Act, Not Just Answer
Agentforce agents don't just respond — they take action inside Salesforce. Using defined topics (subagents), actions, and guardrails, agents can update records, trigger Flows, escalate cases, and complete multi-step tasks without human intervention.
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Secured by the Einstein Trust Layer
Every prompt runs through Salesforce's Einstein Trust Layer: secure data retrieval respecting sharing rules and field-level security, PII masking before LLM processing, zero data retention by the LLM provider, toxicity detection, and a full audit trail. Your data never trains the model.
⚙️
Hybrid Reasoning via Agent Script and Prompt Builder
Agent Script pairs deterministic business logic with LLM reasoning — required steps always run in sequence while the AI handles nuance. Prompt Builder provides reusable, versioned templates that ground agent responses in your CRM data and approved content sources.
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Extended by Data 360 (Data Cloud)
Data 360 gives every agent richer context — unified customer profiles, Intelligent Context for unstructured data, and Tableau Semantics to translate raw data into business language. Agents with Data Cloud grounding produce more accurate and actionable outputs.
Platform Capabilities
What Agentforce Puts Inside Your Salesforce Org
A complete capability set for AI-powered operations — from lead qualification through customer service automation. Twopir configures each capability to fit your specific workflow requirements.
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Record Summarization
Generates instant, contextual summaries for Accounts, Opportunities, Leads, Cases, and custom objects — surfacing the information users need without manual record review.
Productivity⚙️
Prompt Template Automation
Reusable, versioned prompt templates built in Prompt Builder power repeatable AI workflows. Templates are grounded in Salesforce data, governed by the Trust Layer, and deployable across multiple agents and user surfaces.
Core Module💡
Knowledge-Powered AI Answers
Agents ground responses in Salesforce Knowledge Articles, CRM records, and approved data sources. Dynamic grounding ensures answers respect your sharing rules — users only see information they're permitted to access.
Knowledge📧
Sales Email Generation
Generates personalized follow-up emails, SDR outreach messages, and customer communications using opportunity and account context — consistent output across every rep without manual drafting.
Sales Enablement📝
Case Resolution Summaries
Automatically structures case wrap-ups — issues raised, actions taken, resolution provided — so agents close cases faster and service managers have clean records for reporting and quality review.
Service Cloud🌐
Agentforce for Self-Service & Web
Deploys customer-facing AI agents on self-service portals, messaging channels, and web surfaces. Agents operate 24/7, answer questions, guide prospects, and escalate to human agents when the situation requires it.
Customer Experience📊
Record Prioritization & Next-Best Actions
AI recommendations surface high-value opportunities, at-risk accounts, and urgent cases so teams focus effort where it drives the most outcome — not just what appeared most recently in a list view.
Intelligence📚
Knowledge Article Generation
Transforms resolved cases and documented business outcomes into draft Knowledge Articles automatically — building your org's knowledge base from real interactions rather than one-off manual authoring.
AutomationOur Delivery Model
We Don't Deploy Software. We Build Operating Infrastructure.
Phase 01
Discovery & AI Opportunity Assessment
We audit your Salesforce org — data quality, object model, existing Flows, Knowledge coverage, and sharing architecture. We map operational bottlenecks to specific Agentforce capabilities and produce a prioritised use-case roadmap ranked by implementation complexity and business return.
Phase 02
Agent Design & Prompt Engineering
We design agent topics (subagents), action libraries, Agent Script logic, and Prompt Builder templates. Guardrails, escalation paths, and Trust Layer configuration are defined before any build begins. Prompts are engineered with explicit instructions, grounding context, and output structure to produce consistent, predictable agent behaviour.
Phase 03
Implementation & Integration
We configure agents in Agentforce Builder, wire up Flows and Apex actions, connect Knowledge bases and Data Cloud sources, and run batch testing against real-world scenarios. Deployment is staged — pilot with a defined user group, validate outputs, then expand org-wide.
Phase 04
Optimization, Observability & Adoption
Post-launch, we use Agentforce Observability — conversation logs, deflection rates, agent latency, and quality scoring in Data 360 — to identify where prompts need refinement and where agent logic can be tightened. User training and change management run in parallel to drive actual adoption, not just technical completion.
Business Outcomes
The Outcomes Firms Actually Come Back For
Faster Lead Qualification
AI agents score and prioritize inbound leads continuously — sales reps start each day knowing which opportunities are most likely to convert, not which ones showed up most recently.
Higher Employee Productivity
Users spend less time searching records and more time taking action. Summaries, next-best actions, and draft communications appear in context inside the Salesforce UI — no switching between tools.
Improved Customer Experience
Customers receive consistent responses across self-service portals, messaging channels, and voice — 24/7. Agents handle routine volume autonomously and escalate complex issues to the right human with full context.
Reduced Operational Costs
Automation absorbs repetitive manual work — case triage, record updates, email drafting, knowledge authoring — freeing teams to operate at higher leverage without proportional headcount growth.
Better Utilization of CRM Data
Data that exists in Salesforce but never gets read — activity histories, case notes, account signals — becomes accessible through AI summarization and grounding. Your CRM investment compounds rather than sitting idle.
Scalable Operations Without Linear Growth
Agentforce agents handle increasing workload volumes without a corresponding increase in staff. Organizations that previously hired to handle growth instead scale through digital labor running on existing Salesforce infrastructure.
Common Scenarios
Where We See Agentforce Deliver Most
Lead Qualification
AI-Powered Lead Qualification at Inbound Scale. A company receiving hundreds of inbound leads weekly deploys an Agentforce Lead Qualification Agent. The agent evaluates each lead against CRM data and engagement signals, assigns a score, recommends the next action, and routes high-priority leads directly to the right rep — before any human reviews the queue.
Knowledge Assistant
Internal Knowledge Assistant Across the Org. Reps and service agents ask Agentforce to summarize an account, explain a case history, or retrieve product information. Instead of opening five tabs and reading through activity logs, they receive an AI-generated summary grounded in their Salesforce records — respecting field-level security so each user only sees what they're permitted to access.
Customer Portal
24/7 Customer-Facing Agent on Self-Service Portals. A public-facing Agentforce agent answers customer questions, explains services, and guides prospects toward booking consultations — around the clock, without agent involvement for routine queries. When queries exceed the agent's defined scope, it hands off to a human with a full conversation summary already written.
Service Operations
Service Agent Productivity with AI-Assisted Case Handling. Support teams use Agentforce to generate case summaries, surface relevant Knowledge Articles, and draft initial response emails — all within the Service Cloud console. Agents resolve cases faster, with more consistent quality, and the AI-generated case wrap-ups create a clean audit trail for service managers.
Why Twopir
We're Not a Vendor. We're an Architectural Partner.
01
Agentforce Architecture From First Principles
We design agents from the ground up — topics (subagents), action libraries, Agent Script deterministic logic, Prompt Builder templates, and Trust Layer configuration. Not from a starter kit. Every org has different data quality, sharing models, and governance constraints; our architecture reflects yours.
02
Deep Salesforce Platform Expertise Across 12+ Years
500+ client deployments across Sales Cloud, Service Cloud, Experience Cloud, Data Cloud, and Platform give our team direct knowledge of where Agentforce compounds value — and where under-configured Flows, poor data quality, or missing Knowledge coverage will limit it. We've seen the failure modes.
03
Prompt Engineering Treated as a Discipline
We version and test every prompt template the way a developer versions code. Templates are built with explicit instruction sets, grounding context, output structure definitions, and edge-case handling — producing consistent, predictable AI behaviour in production rather than erratic demo-quality outputs.
04
Observability Built Into Every Engagement
We configure Agentforce Observability from day one — session tracking, deflection rates, agent latency, and conversation quality scoring stored in Data 360. Post-launch refinement is data-driven, not guesswork. Clients see which topics need better instructions and which actions need tighter logic before issues affect users.
05
Multi-Market Delivery at Enterprise Capacity
A 40-person India-based delivery team operating across US, UK, UAE, AU, and CA markets provides enterprise-grade project capacity — dedicated architects, developers, and QA — at a cost structure that works for growth-stage and mid-market organisations alike.
"Most Agentforce projects stall not at configuration — but at the intersection of prompt quality, data completeness, and user adoption. We engineer all three before the first agent goes live, and we measure all three after."
Twopir Consulting — Salesforce Partner · 12+ years · 500+ deployments · 40-person delivery team
Agentforce architecture from first principles
Agent design & prompt engineering
Implementation & integration
Optimization, observability & adoption
12+ Years Salesforce & HubSpot Delivery
500+ Clients Served
Serving: US · Canada · UK · UAE · Australia · New Zealand
Salesforce Partner
HubSpot Partner
AI Delivery
Common Questions
Questions Teams Ask Before We Start
What is Salesforce Agentforce? +
Agentforce is the agent-driven layer of the Salesforce Platform. It enables organizations to build, deploy, and manage autonomous AI agents that work alongside employees 24/7 — answering questions, taking actions inside Salesforce, automating workflows, and serving customers across self-service portals, messaging channels, and voice. Agents operate within guardrails you define and escalate to human agents when the situation requires it.
Can Agentforce work with my existing Salesforce configuration? +
Yes. Agentforce is built directly on the Salesforce Platform. Agents access your existing objects, Flows, Apex, Prompt Templates, Knowledge Articles, and Data Cloud segments without a separate integration layer or data migration. Agentforce Builder supports both low-code canvas and pro-code Agent Script, so implementations can work with your existing development approach.
What business processes can Agentforce automate? +
Agentforce supports lead qualification, case resolution, record summarization, email drafting, knowledge management, sales assistance, appointment scheduling, quoting assistance, and customer self-service. The Agentforce Builder lets teams configure agents for almost any Salesforce workflow. Twopir's discovery phase identifies which use cases produce the fastest measurable return in your specific org.
How does Agentforce keep our data secure? +
Agentforce runs through the Einstein Trust Layer — Salesforce's built-in AI security framework. It applies dynamic grounding (data retrieval that respects your sharing rules and field-level security), PII masking before data reaches the LLM, zero data retention by the LLM provider, toxicity detection on responses, and a full audit trail for every AI interaction. Your data is never used to train the underlying model.
Do I need Data Cloud to use Agentforce? +
No. Agentforce works with standard Salesforce CRM data. However, Data Cloud (now called Data 360) significantly extends agent capabilities — providing unified customer profiles, Intelligent Context for unstructured data, and Tableau Semantics to translate raw data into business language. Many effective Agentforce implementations start without Data Cloud and add it as the program matures.
How long does an Agentforce implementation take? +
A focused single-agent deployment — such as a lead qualification agent or internal knowledge assistant — typically takes two to six weeks including discovery, build, testing, and launch. Multi-agent enterprise implementations involving Data Cloud, complex Flows, and org-wide prompt libraries run three to six months. Twopir's discovery phase defines the right scope and delivery sequence before any build begins.
Get Started
Ready to Transform Salesforce with Agentforce AI?
Discover how intelligent AI agents, prompt templates, and automation can improve productivity, customer experience, and business outcomes across your Salesforce org.
Talk to a team that understands Agentforce architecture, AI implementation, and what it takes to deliver sustained value.
