Write Your Agentforce Job Description

Book a 45‑minute working session with a senior architect. We’ll define your Agent’s Job Description (responsibilities, guardrails, KPIs) and map the fastest safe path to a live Agentforce pilot—in as little as 3 weeks.

Our Approach

Step 1: Define the job (Agent Job Description)

  • Identify a high-impact outcome (deflection, capacity, speed, predictability)
  • Specify responsibilities, inputs/outputs, and human handoffs
  • Set guardrails (approvals, limits, auditability)
  • Confirm KPIs and success criteria

Step 2: Build the pilot (non-prod)

  • Connect safe credentials to non‑prod systems (Salesforce, Slack, MuleSoft APIs, knowledge)
  • Implement 1–2 priority workflows from the AJD end‑to‑end
  • Add approvals, logging, and rollback behaviors
  • Stand up dashboards for transparency and learning

Step 3: Prove and plan production

  • UAT with real scenarios; tune prompts, guardrails, and throughput
  • Finalize cutover approach and production access patterns
  • Map the 3–8 week plan to go‑live and scale to the next jobs
  • Lock owners, quality gates, and timeline

Book your 8‑Week Outcomes Workshop

Let’s design the job and show it working. Request a 45‑minute session with an expert—your AJD and week‑by‑week plan arrive in the next few business days.

Timeline

A fast, safe path to live

  • Weeks 0–1: Align & AJD
  • Weeks 1–3: Build pilot in non‑prod
  • Weeks 3–4: UAT & guardrails
  • Weeks 4–8: Production hardening & scale

Learn more about our Agentforce services

Explore how we design, pilot, and scale Salesforce‑native agents—built on composable integrations and senior‑led delivery.