Agentforce Launchpad: From Readiness to Reality

Services designed to helps you uncover where you stand today—technically, strategically, and operationally. From confirming your Salesforce setup and data health to defining clear AI use cases that drive measurable results, this session gives you the clarity and confidence to move forward with an AI strategy built for growth.

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Agentforce Launchpad: From Readiness to Reality

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Before you launch into Salesforce Agentforce, make sure your organization is truly ready to maximize its potential. Our free 45-minute Agentforce Readiness Interview helps you uncover where you stand today—technically, strategically, and operationally. From confirming your Salesforce setup and data health to defining clear AI use cases that drive measurable results, this session gives you the clarity and confidence to move forward with an AI strategy built for growth.

In this complimentary 45-minute session, we’ll partner with you to evaluate your organization’s readiness for Salesforce Agentforce. Together, we’ll confirm your Salesforce setup and marketing automation tools, explore how AI is (or could be) driving your business, and assess the quality of your CRM data. We’ll wrap up by aligning on your key goals, KPIs, and next steps—so you leave with a clear, actionable roadmap to confidently move forward with Agentforce and AI-powered growth.

What is Agentforce Readiness?

Agentforce Readiness is your first step toward unlocking the full potential of AI within Salesforce. During this session, we’ll evaluate three key areas:

  • Technical Readiness: Confirm your Salesforce edition, SKUs, and marketing automation integrations (Pardot, HubSpot, Marketo, Eloqua, etc.) to ensure your tech stack is AI-ready.
  • Data Readiness: Assess CRM data quality and alignment, identify your system of record, and build confidence in the accuracy of your customer insights.
  • Strategic Readiness: Define your business goals, KPIs, and measurable AI use cases that will deliver real ROI through Salesforce Agentforce.