At this year’s Dreamforce conference in San Francisco, Formstack witnessed firsthand the unveiling of Salesforce’s latest leap forward: Agentforce. This powerful, new product enables organizations to build custom AI agents that can handle tasks in customer service, sales, and marketing, improving efficiency and personalization in customer interactions. Amid the excitement, Salesforce CEO Marc Benioff shared his ambitious vision for Agentforce:
“Our vision is bold: to empower one billion agents with Agentforce by the end of 2025. This is what AI is meant to be.”
He followed with the prelude to the goal of one billion agents with Agentforce by the end of 2025: thousands of customer proof of concepts by the end of 2024. To do so, Salesforce is extending the Agentforce experience beyond Dreamforce, with over 20 “Agentforce World Tours” scheduled in cities across the globe before the end of the year. These events will offer customers the opportunity to build their own Agentforce Agents.
Leaving Dreamforce, with Agentforce top of mind, our team at Formstack began to think how autonomous AI agents built into Salesforce can work with our Formstack Forms for Salesforce and Documents products. The potential to pair Salesforce’s Agentforce with Formstack Forms for Salesforce presents a unique opportunity to quickly realize value by simplifying proof-of-concept (POC) processes and speeding up deployment of AI agents. This combination allows organizations to seamlessly implement AI-driven solutions that deliver immediate impact, transforming ideas into functional, customer-ready solutions within days rather than months.
Deploying real-world POCs with new technology can be challenging, but Formstack for Salesforce is designed to accelerate this process. Our native-to-Salesforce forms solution allows you to build forms based on your organization’s data model in Salesforce - no complex mapping or external syncing required. Key benefits include:
- Effortless digital form creation directly mapped to their Salesforce data model, making it effortless to build custom forms.
- Local processing of submissions within the Salesforce org, enhancing compliance, data security, and residency.
- Rapid development of Agentforce agents and related use cases that deliver tangible customer value within hours or days—not months.
So, what can organizations achieve when they combine Agentforce with Formstack for Salesforce? Here are four impactful use cases:
1. Chat-Based Formless Forms
Agentforce-powered chat experiences can capture information without needing a traditional form structure. For instance, in customer support, a chat-based interaction could gather the details required to log a case, ensuring a seamless and efficient process that keeps customer information within Salesforce.
2. Intake Data Capture with Prefilled Form Links
Businesses can use Agentforce to kick off initial customer interactions via chat and then guide users to complete a prefilled form for more comprehensive intake processes. This is especially beneficial for:
- School Enrollment – Capture prospective student details via chat, followed by a detailed form to complete the enrollment process.
- Patient Intake – Initial inquiries can gather basic information, and patients can seamlessly fill out additional prefilled forms to finalize intake.
- Wealth Management Client Intake – Capture essential client details and prefill forms for a smooth, personalized onboarding experience.
- Legal Case Intake – Collect case information via chat and generate a prefilled form to ensure all relevant details are captured and filed.
3. Data Capture with Document Generation & Digital Signature
Agentforce conversations can trigger document workflows that automate agreements and signatures. Examples include:
- NDA Agreements – Capture participant information and generate an NDA for quick digital signing.
- Gym Membership Agreements – Gather membership details through chat, generating a membership contract to be digitally signed.
- Client Contracts and Agreements – Allow customers to initiate services by signing contracts directly from an Agentforce interaction, streamlining the experience.
4. Guided Digital Front Door
Imagine a “digital front door” for industries like healthcare, law, wealth management, insurance, or higher education. A website visitor could be guided through an interactive prompt to provide essential information, with all data automatically synced to Salesforce records and related objects. The next step from this conversation could involve a prefilled form to complete an intake process, such as for onboarding a new customer or gathering additional details.
By utilizing Agentforce with Formstack for Salesforce, organizations can create highly efficient, personalized, and automated customer interactions that elevate both operational efficiency and the customer experience. This powerful combination brings the future of AI-driven interactions within reach, transforming ambitious visions into real-world outcomes.
Contact us to help get started on your Agentforce + Formstack POC.
