SalesforceAgentforce + Data Cloud

    Salesforce data is static. Agentforce puts it into action.

    Agentforce is your agentic teammate, directly in Salesforce.

    How an agent actually runs

    From signal to action in seconds

    An email lands. A deal closes. A health score drops. Here's what happens between the trigger and the work being done — every time, in your org.

    Step 01 · Detect

    A signal fires

    Inbound email, closed-won, support ticket, churn risk — anything that should kick off work.

    Step 02 · Enrich

    Data Cloud grounds it

    Find the relevant data in your system for the agent to work.

    Step 03 · Reason

    The agent thinks

    Retrieves the right context, plans the next action, and cites every source it used.

    Step 04 · Act

    Work gets done

    Drafts the reply, updates the case, books the meeting, moves the stage — inside Salesforce.

    Same loop, every time. Auditable end to end.

    Where companies win with Agentforce

    Four use cases where agents move from demo to daily driver — taking real action inside Salesforce.

    Agentforce for Sales

    Prospecting agents that qualify at scale. Account agents that prep every deal.

    Agentforce for Service

    Cases resolved end-to-end in Service Cloud, not routed by rules.

    Agentforce for Revenue Management

    Agents that move deals through quoting, approvals, and renewals across Revenue Cloud.

    Agentforce for Financial Services Cloud

    Advisor prep and KYC follow-ups. Done with AI. Always audit-ready.

    The question everyone asks

    Data Cloud.
    The agentic data layer.

    Agents search with natural language, not report filters

    Agents often need to search for similar records to see how things were resolved in the past. See the example below for how this works with and without Data Cloud.

    "Find me similar cases to this one and how they were resolved."

    Without Data Cloud

    Keyword filters

    The agent can only filter on structured fields. It has to guess which keywords might appear in a similar case — and case descriptions rarely use the same words twice.

    Object
    Case
    Status
    Closed
    Priority
    Any
    Product
    Any
    Keyword
    “timeout”?
    2 results — neither actually similar.

    With Data Cloud

    Semantic search

    The agent searches by meaning across every case, email and doc — no keywords required. It returns the cases that actually solved the same problem.

    CASE-4821
    Webhook retries failing on 504 timeout
    0.94
    CASE-4607
    Outbound payload truncated above 2MB
    0.91
    CASE-4493
    Sandbox callback drops after deploy
    0.88
    CASE-4310
    Auth token rotation breaks listener
    0.85
    8 similar cases, ranked by how well they match.
    Why teams pick us

    Why clients build Agentforce with Skydog

    We build custom solutions that actually work for your business. No stock agents. No cookie cutter approach. Built by AI experts.

    01

    AI first.

    AI isn't a buzzword or side project. We are building AI into every engagement. Every day.

    02

    Agents shipped in weeks, not months.

    We don't overcomplicate the V1. We get production ready agents live in week. Then, we iterate.

    03

    Tailored to your business. No stock agents.

    We've done this before. But your business isn't the same, so neither is your agent.

    04

    AI teams actually use.

    50%+ of AI projects fail. Ours don't. Skydog actually understands your workflow and doesn't stop until you have adoption across the team.

    Let's build an agentic enterprise together.

    Grab a time below to speak with our team of Forward Deployed Engineers.

    Speak with a Forward
    Deployed Engineer

    FAQ

    Common questions

    Why does Agentforce need Data Cloud?

    Agentforce answers from whatever it can retrieve. Data Cloud unifies customer records across systems into profiles the agent can ground on, which is the difference between a useful agent and a confident wrong one.

    What can an Agentforce agent do once grounded?

    Answer customer and internal questions from unified data, take scoped actions on records, and hand off to a person with full context instead of restarting the conversation.

    Do we need Data Cloud for a simple agent?

    No. A narrowly scoped agent working inside one Salesforce org can run without it. Data Cloud earns its cost when customer data lives in several systems.