Salesforce Agentforce Services

Leading Salesforce Partner in the US

SaasWorx is a certified Salesforce Summit Partner delivering full-platform implementations, customisations, integrations, and managed services — helping businesses across every major industry get more value from Salesforce, faster.

From Sales Cloud and Service Cloud to Marketing Cloud, Field Service, Data Cloud, and the full Agentforce AI layer — we configure Salesforce to your real processes, connect it to your existing systems, and ensure your teams actually use it to grow.

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500+
Implementations Delivered
250+
Certified Salesforce & AI Experts
5/5
CSAT score
Our Services

Everything You Need for a Successful Salesforce Deployment

From first conversation to a fully optimised platform SaasWorx covers every phase of your Salesforce journey with certified specialists who have done it before, across every Cloud and every major industry.

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Salesforce Consulting & Strategy

We assess your environment, understand your processes, and develop a clear platform strategy — ensuring every Cloud, feature, and customisation is aligned to measurable outcomes before configuration begins.

Start here

New Salesforce Implementation

Deploy Salesforce from scratch with a configuration-first approach — setting up your data model, security model, automation, and reporting correctly from day one so your team starts with a platform built to scale.

Core delivery

Customisation & Development

Extend Salesforce with custom objects, Flows, Apex, Lightning components, and API extensions — tailored to the processes and workflows that make your business unique and can't be met with standard config alone.

Custom build

Salesforce Integration

Connect Salesforce to your ERP, WMS, EHR, e-commerce, and any other system using MuleSoft, Data Cloud, REST APIs, and native connectors ensuring a single source of truth across your organisation.

Systems integration

Data Migration & Quality

Migrate data from legacy CRMs, spreadsheets, and disconnected systems with clean mapping, deduplication, and validation — so your team starts with accurate, trusted data rather than a messy foundation.

Migration

Health Check & Optimisation

Audit your existing Salesforce org to identify technical debt, performance issues, unused licences, and missed automation opportunities — then build a prioritised roadmap to get more value from what you already have.

Existing orgs

Training & User Adoption

Ensure your teams actually use Salesforce with role-based training, adoption programmes, and embedded enablement content — so the platform investment translates into real behavioural change and measurable results.

Enablement

Managed Services & Ongoing Support

Hand ongoing Salesforce administration, development, and platform evolution to SaasWorx — so you always have certified expertise available without the cost and complexity of maintaining a full-time internal team.

Ongoing

Licence Advisory & Procurement

Get independent advice on the right Salesforce licence structure for your business — and procure licences at attractive terms through SaasWorx as a Summit Partner, ensuring your investment is correctly sized from day one.

Advisory
Trusted By

Growing Companies Worldwide

Hesseison
windward
working
sampro
painters usa
vivax pro
sti group
Hesseison
windward
working
sampro
painters usa
vivax pro
sti group
Hanans
Qrc
beta bionics
galaxy
ifp
bearing tree
xna
Aum
Pr russel
broughton
cell
kion
true connector
mars
Agentforce by Salesforce

We Are a Certified Agentforce Partner

Agentforce is Salesforce's autonomous AI platform — and SaasWorx is one of a select group of partners certified to deploy it. We build AI agents that take real action inside your Salesforce org: responding to customers, qualifying leads, routing cases, scheduling technicians, and more — without human intervention.

Unlike generic AI chatbots, Agentforce agents are grounded in your actual CRM data, connected to your systems, and constrained to actions you define — so they act with the accuracy of your best team member, at any scale, around the clock.

Explore Agentforce Services → Book a Consultation
Agentforce Specialist
Live in 5 Weeks
20+ Enterprise Customers
We Are a Certified Agentforce Partner
Lead Qualification Agent
Scores and qualifies inbound leads in real time, enriches records, and routes to the right rep — automatically.
Sales
Pipeline Coaching Agent
Reviews stalled deals, prompts reps with next best actions, and flags at-risk opportunities to managers.
Sales
Case Deflection Agent
Resolves common support queries autonomously via chat or email, escalating to a human only when needed.
Customer Service
SLA Monitoring Agent
Watches open cases against SLA thresholds and auto-escalates or notifies before a breach occurs.
Customer Service
Order Management Agent
Tracks orders across systems, proactively notifies customers of delays, and triggers fulfilment actions.
Operations
Data Quality Agent
Continuously scans your CRM for duplicate, incomplete, or stale records and triggers cleanup workflows.
Operations
Churn Risk Agent
Monitors usage signals and engagement health scores, alerting CSMs and triggering outreach before churn happens.
Customer Success
Renewal & Upsell Agent
Identifies expansion opportunities and upcoming renewals, creates tasks, and sends personalised outreach automatically.
Customer Success
Employee Onboarding Agent
Guides new hires through onboarding tasks, answers HR policy questions, and updates completion records in Salesforce.
HR & Internal
Internal Knowledge Agent
Answers employee questions by searching internal knowledge bases, policies, and Salesforce data in real time.
HR & Internal
Scheduling & Dispatch Agent
Assigns and schedules field technicians based on skills, location, and availability — and notifies customers automatically.
Field Service
Preventive Maintenance Agent
Monitors asset health data, schedules preventive maintenance visits, and auto-creates work orders before failures occur.
Field Service
Industries We Serve

Salesforce Implemented for Your Industry

We bring deep domain expertise to every Salesforce engagement — configuring the platform to the specific workflows, data models, compliance needs, and customer expectations of your industry.

Supercharge Your Salesforce Journey with a Trusted Partner

Whether you're starting from scratch or trying to unlock more value from an existing org, SaasWorx can help you build, optimise, and extend Salesforce in a way that drives measurable results for your business.

Book a Free Consultation
Salesforce Clouds

Every Salesforce Cloud, Configured for Your Business

We don't just implement Salesforce — we configure each Cloud to the specific workflows, data model, and business outcomes that matter most to your team.

sales cloud
Sales Cloud

Salesforce Sales Cloud

Configure Sales Cloud to match your exact sales motion — from lead management and opportunity tracking, to forecasting, territory management, and CPQ — so your reps close more deals in less time.

Lead, opportunity & pipeline management
CPQ & quote-to-order automation
Forecasting & territory management
Einstein AI & sales analytics
Service Cloud
Service Cloud

Salesforce Service Cloud

Give your support teams a complete customer view, intelligent case routing, knowledge management, and self-service capabilities — so every customer interaction is faster and more consistent.

Case management & omnichannel routing
Knowledge base & self-service portal
SLA management & escalation rules
Agentforce AI support deflection
Field Service
Field Service

Salesforce Field Service

Automate technician scheduling, dispatch, mobile work orders, and preventive maintenance — giving field teams the right data on-site and operations full visibility across every job.

Intelligent scheduling & dispatch
Mobile technician app & work orders
Preventive maintenance workflows
Parts & inventory management
Marketing Cloud
Marketing Cloud

Salesforce Marketing Cloud

Orchestrate personalised customer journeys across email, SMS, push, and advertising — using data from your CRM to send the right message to the right person at exactly the right moment.

Journey Builder & automation
Email Studio & SMS campaigns
Advertising & social integration
Analytics & engagement reporting
Data Cloud
Data Cloud

Salesforce Data Cloud

Unify customer data from every system into a single real-time profile that powers smarter decisions, personalised experiences, and grounded AI agent actions across every Salesforce Cloud.

Unified customer data profile
Real-time data ingestion & resolution
AI & Agentforce grounding
Activation across all Salesforce Clouds
Experience Cloud
Experience Cloud

Salesforce Experience Cloud

Build branded customer, partner, and employee portals connected directly to your CRM — enabling self-service, partner collaboration, and community engagement within the Salesforce ecosystem.

Customer & partner portals
Self-service & knowledge access
Dealer & distributor portals
Agentforce-embedded support agents
Revenue Cloud
Revenue Cloud / CPQ

Salesforce Revenue Cloud & CPQ

Streamline your quote-to-cash process with CPQ and Revenue Cloud — automating pricing, discounting, approvals, and contract management so deals close faster and revenue is recognised correctly.

Configure, price & quote automation
Contract lifecycle management
Billing & revenue recognition
Subscription & renewal management
Agentforce
Agentforce

Salesforce Agentforce

Extend your Salesforce platform with autonomous AI agents that take real action across your CRM and connected systems — automating workflows, responding to customers, and acting on data in real time.

Autonomous AI agent deployment
Sales, service & field service agents
Grounded in Data Cloud & CRM data
Live in 5 weeks with SaasWorx
MuleSoft
MuleSoft

MuleSoft Integration Platform

Connect Salesforce to every system using MuleSoft's Anypoint Platform — enabling real-time data flows between your CRM, ERP, WMS, EHR, and any other platform without custom point-to-point code.

API-led connectivity & integration
ERP, WMS & EHR connectors
Real-time data synchronisation
Reusable API & middleware layer

Book Your Salesforce Consultation Today!

Whether you're starting a new implementation, fixing an existing org, or extending Salesforce with Agentforce AI — book a free 30-minute consultation and we'll give you a clear view of what's possible and what it takes to get there.

FAQ

Common questions about Salesforce implementation with SaasWorx

Can't find what you're looking for? Our team is happy to walk through your specific situation in a free 30-minute call with no obligation.

Ask us directly →
It depends on scope and complexity. A focused single-Cloud implementation (e.g. Sales Cloud for a 50-person sales team) typically takes 6–10 weeks. Multi-Cloud deployments with integrations and custom development run 12–20 weeks. Agentforce deployments go live in as few as 5 weeks. We scope every engagement clearly upfront so you know the timeline, deliverables, and investment before we start.
Absolutely — a significant portion of our work is with companies that have Salesforce deployed but aren't getting the expected value. We offer a Salesforce Health Check that identifies technical debt, configuration issues, adoption gaps, and missed automation opportunities. From there we build a clear remediation roadmap and execute against it in prioritised sprints.
Three things set us apart. First, industry depth — pre-built playbooks for manufacturing, SaaS, medical devices, retail, senior care, and business services so your implementation reflects actual workflows from day one. Second, outcomes focus — every engagement is tied to specific business KPIs agreed upfront and measured throughout. Third, Agentforce — as a certified Agentforce Specialist, we can deploy AI agents on top of your Salesforce implementation from day one.
Yes — ERP and system integration is one of our core capabilities. We use MuleSoft Anypoint Platform, Salesforce Data Cloud, and native REST/SOAP APIs to connect Salesforce to SAP S/4HANA, Oracle NetSuite, Microsoft Dynamics 365, and any other system in your stack. Our approach is always to connect existing systems, not replace them.
Yes — we offer flexible managed services for ongoing administration, development, and platform evolution. Options range from a small monthly support retainer for minor changes, through to a fully managed service where SaasWorx handles all platform administration, seasonal releases, and roadmap delivery. We scope managed services based on your actual needs.
SaasWorx implementations are scoped and priced on a fixed-fee basis — so you know the full investment before we start with no surprise overruns. Pricing depends on the Clouds involved, number of users, integration complexity, and custom development requirements. We're happy to provide a ballpark estimate on a discovery call before any formal scoping begins.
Yes — as a Salesforce Summit Partner, SaasWorx can procure licences on your behalf at attractive terms. More importantly, we advise you on the right licence structure for your actual requirements so you don't over-purchase Clouds you don't need or under-purchase in ways that limit your roadmap. Licence advisory is included in every SaasWorx engagement.
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SaasWorx is a AI first Consulting Firm focused on digital & data transformation along with our partners Salesforce, Snowflake and Oracle NetSuite. We currently operate in North America, India, UAE, Africa, and Singapore.
Contact & Email
UAE: +97 1 5590 61146
USA: +1 737 280-2878
India: +91 98201 92944
Oman: +968 7718 2346
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