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What to Look for in Your Agentforce Partner: Why OSF Digital Stands Out

What to Look for in Your Agentforce Partner: Why OSF Digital Stands Out

As businesses increasingly embrace AI-driven solutions to enhance their operations, the introduction of Agentforce by Salesforce marks a transformative step forward. Choosing the right partner to deploy and optimize Agentforce is key to fully unlocking its potential. It’s important to find a partner who not only truly understands the platform's complexities, but offers more than just technical know-how. Here’s what to look for in your ideal Agentforce partner:

Expertise and Deep Understanding of the Salesforce Ecosystem

Your Agentforce partner should have a firm grasp of both Salesforce ecosystem and AI. What makes OSF Digital stand out in the age of Agentforce? We have a deep expertise and comprehensive understanding of the three pillars that support this innovative platform: Data, Salesforce Ecosystem, and AI.

Data:

  • Integration: We excel in integrating diverse data sources, ensuring Agentforce agents have access to comprehensive and accurate information.
  • Management: With our focus on data governance, quality, and security, we ensure reliable and compliant data for Agentforce agents.
  • Analytics: By leveraging advanced analytics, we help derive actionable insights, enabling Agentforce agents to make informed decisions.

Salesforce Ecosystem:

  • Platform Mastery: Our extensive experience in the Salesforce platform allows us to tap into its full capabilities, including Customer360, Data Cloud, and MuleSoft, to enhance Agentforce deployments.
  • Customization: We understand that one size doesn’t fit all, so our team customizes and configures Salesforce solutions to meet specific business needs, ensuring Agentforce agents are tailored to your workflows.
  • Integration: We seamlessly integrate Agentforce with third-party systems, enhancing overall functionality.

AI:

  • Strategy: We develop robust AI strategies aligned with your business objectives, ensuring maximum value from Agentforce.
  • Development: Our expertise in AI technologies enables us to build intelligent and responsive Agentforce agents. that can adapt to your needs.
  • Continuous Improvement: We focus on refining AI models using feedback and performance data to enhance Agentforce capabilities over time.

A Tailored Approach for Unique Business Needs

A good partner doesn’t just apply a one-size-fits-all solution. At OSF, we recognize that every business is unique, which is why we take a tailored approach to each project. By working closely with clients to understand their specific needs, we develop customized strategies. This personalized approach that ensures that Agentforce is implemented in a way that delivers the most value for your organization.

Key Success Factors for Agentforce Deployments

Agentforce deployments can be complex. To ensure everything runs smoothly, look for a partner that focuses on key success factors like governance, risk mitigation, and human-AI collaboration.

OSF Digital’s Focus Areas:

  • Governance and Operational Approach: We establish clear governance and operational models.
  • Risk Evaluation and Mitigation: Conducting risk assessments and developing mitigation strategies.
  • Human Handoffs: We define scenarios for human intervention and ensure smooth transitions.
  • Success Criteria: Together, we define measurable KPIs aligned with business objectives.
  • Configuration and Testing: Utilizing Salesforce sandbox for safe configuration and testing, and we ensure agents are set up agents with necessary actions.
  • Experience Channel Setup: We establish user-friendly communication sites integrated with existing channels.
  • User Acceptance Testing (UAT): Our support during testing ensures that agents meet your requirements.
  • Deployment Guide: We provide comprehensive guides or checklists for production deployment.

By focusing on these factors, OSF Digital ensures successful Agentforce deployments that deliver tangible business value.

Comprehensive Support and Training

A true partner doesn’t just leave you to figure things out post-deployment. OSF Digital provides comprehensive support and training to ensure your team can fully leverage Agentforce capabilities. Our training programs empower your employees with the knowledge and skills needed to work effectively alongside autonomous agents, driving sustained success.

Robust Security and Privacy Measures

In today's digital landscape, the security and privacy of customer data are paramount. Look for a partner that prioritizes data security and privacy. OSF Digital takes these concerns seriously, implementing robust measures to ensure data protection at all times:

  • Secure Data Retrieval: Agentforce respects Salesforce's sharing and permissions structure. Agents access data just like users, adhering to the same permissions, ensuring they only access the data you authorize.
  • Data Masking: Personal and PII data is masked before being sent to AI models (LLMs). This ensures that personal data never leaves the Salesforce ecosystem, regardless of the connected model.
  • Zero Retention: Once a model processes a prompt and provides a response, no data is retained due to the architecture in place. This guarantees that models do not learn from or retain your data.
  • Toxicity Detection: Responses from AI models are evaluated for toxicity and inappropriate content by a trust layer, ensuring a safety net that catches and stops any harmful responses.
  • Audit Trail: Every interaction with AI is recorded in an Audit Trail, capturing both requests and responses. This transparency allows you to examine and track AI operations, ensuring there is no 'black box' scenario.

By implementing these robust security and privacy measures, OSF Digital ensures that Agentforce operates within a secure and trustworthy framework, providing peace of mind to our clients.

Leveraging AllAi for Enhanced Capabilities

A partner with additional tools and accelerators can significantly improve the efficiency and success of your Agentforce deployment. OSF Digital leverages AllAi, our intelligent AI platform, to streamline Agentforce deployments. It aids in establishing governance frameworks, conducting risk assessments, and defining human handoff protocols. AllAi offers guidance for configuring agents, setting up experience channels, and supporting UAT. With AllAI, you get comprehensive deployment guides and performance tracking tools, ensuring a smooth and successful implementation process.

Driving Immediate and Long-Term Success

At OSF Digital, we are committed to driving both immediate and long-term success for our clients. By harnessing the power of Agentforce and AllAi, we help businesses achieve unprecedented levels of efficiency, scalability, and customer satisfaction. Our tailored approach, combined with deep expertise and a commitment to innovation, ensures clients can fully leverage Agentforce to achieve their unique business goals.

OSF Digital stands out by offering a unique blend of expertise, personalized solutions, comprehensive support, and a commitment to innovation. As we continue to explore and implement Agentforce capabilities, we are dedicated to helping our clients drive both immediate and long-term success. If you’d like to discuss how these innovations can be applied to your specific context, please reach out to us. At OSF, our mission is to transform Salesforce's vision into actionable, tailored, and concrete projects that meet your unique business needs and constraints.

Rob Smith

Author: Rob Smith, aVP Presales & Technology

Rob has over 20 years of deep ecommerce and digital transformation experience. He joined OSF in 2019 through an acquisition and is responsible for taking OSF's services and products to market, ensuring they are impactful, well-positioned, and serving our customers' needs.