Agentforce Launchpad: From Readiness to Reality
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.
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.
Schedule your Complimentary AI Readiness Interview & Discovery Session
Cypress Learning 5 Day Agentforce Readiness Bootcamp
A 5-Day Guided Experience to Prepare Your Team for AI-Powered Success
Transform the way your business uses Salesforce with our immersive, hands-on Agentforce Readiness Bootcamp. Over five focused days, we’ll help your team align on data, strategy, and process — building a clear, actionable roadmap to confidently adopt Agentforce and unlock measurable business impact.
Day 1: Agentforce Overview & Business Process Discovery
Objective: Build a shared understanding of Agentforce and identify opportunities for improvement in your Salesforce environment.
- Demystify Salesforce products, SKUs, and pricing models
- Conduct a business process review and “day-in-the-life” Salesforce walkthrough
- Facilitate a business process workshop to uncover pain points, inefficiencies, and wishlist items (documented in provided worksheets)
Day 2: Data Readiness & Architecture Alignment
Objective: Strengthen your data foundation and explore how Agentforce integrates with Data Cloud (Data 360).
- Conduct a collaborative data audit and system review
- Discuss benefits of connected data sources, current challenges, and data “wishlist”
- Review Data 360 Architecture, ingestion, and harmonization processes
- Explore Agentforce capabilities with Data 360
- Hands-on Workshop: Data mapping, identity resolution, and activation exercises
Day 3: AI Impact Assessment & Vision Building
Objective: Identify high-impact AI opportunities and define your long-term vision for intelligent automation.
- Identify and prioritize high-impact, low-risk AI opportunities (based on business process review)
- Configure a demo or proof-of-concept (POC) environment using Sandbox, Trailhead, or Developer Org
- Activate Agentforce and explore potential applications
- Discuss mid-term and long-term AI vision aligned to strategic goals
Day 4: Agentforce Workshop & Proof of Concept
Objective: Prototype and demonstrate Agentforce in action.
- Collaborate to design and develop a tailored Agentforce proof-of-concept
- Explore workflows, automation, and use cases specific to your organization
- Capture feedback and refinement opportunities for full-scale rollout
Day 5: Review, Roadmap & Implementation Planning
Objective: Align on next steps and create a clear, actionable roadmap to Agentforce adoption.
- Recap key findings and insights from the week
- Conduct a collaborative roadmapping workshop to prioritize initiatives
- Define project phases, timelines, and resource estimates
- Finalize your Agentforce Readiness Plan for executive alignment and next steps