Agentforce Operations

Agentforce Operations: Bring the Work Between Your Systems Under Intelligent Control

Most enterprise work does not live inside a system. It lives in the email threads, spreadsheets, approvals, and manual handoffs that connect your systems together. Agentforce Operations is the AI-native layer that finally brings that work into one view, orchestrating people and agents across the processes your CRM and ERP were never built to run. OSF Digital deploys it as a working capability in weeks, not as a multi-year program.
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Automate the Work That Resisted Automation

Two decades of automation reached the structured, rules-based work. The judgment-heavy work around it stayed manual. Agentforce Operations is built for exactly that work: investigations, exceptions, correspondence, cross-team coordination. The activity that has never fit a traditional workflow tool.

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Orchestrate Humans and Agents as One Workforce

This is not a chatbot or a co-pilot. It is a process layer where AI agents and human approvers run inside the same flow, with the same audit trail, communicating over email and Slack without anyone logging into a new tool. A domain leader sees the full state of a process in one place: what the agents are doing, what the people are doing, and where a decision is still owed.

Built on Salesforce. Connected to Everything Else

Agentforce Operations sits above your existing estate rather than replacing it. It connects to Salesforce, your ERP, your communications stack, and legacy workflow tools through MuleSoft, REST API, Salesforce Flow, and Power Automate, across 250+ applications, so a process spans every system it touches.
Agent & Distribution Enablement

Digitize a Process in Minutes, Not Months

From an SOP to a working blueprint. Upload a standard operating procedure or describe the process in plain language. The platform generates the blueprint: agents, assignments, compliance checks, and approval workflows. What used to take an integration project takes hours.

Natural Language Experiences

One Layer for Humans and Agents

Routing, approvals, and execution in a single flow. The Process Manager runs end-to-end workflows on its own, routing tasks to human approvers and specialized agents in the same sequence and communicating through the channels people already use. No swivel-chair between systems, no manual handoffs lost in an inbox.

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Change Workflows With Clicks, Not Code

Continuous improvement, owned by the business. Process owners adjust workflows without waiting on IT. The platform improves from real performance and feedback, shifting work from human-first to AI-first over time, without breaking processes that are already running.

global presence

A Single View Across Every System

The process, end to end, in one place. Because the layer sits above your downstream systems, it unifies a process domain that today is fragmented across CRM, ERP, spreadsheets, and chat. For many organizations, it is the first time the full state of a process has been visible at all.

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Enterprise-Grade Governance by Design

Trusted, auditable, and ready to scale. Role-based, attribute-based, and time-based access with full audit history. Governance is treated as the condition that lets AI be trusted at scale, not an obstacle bolted on afterward.

Value in Weeks. Scale in Months.

The platform question has been answered. The harder questions are how to get there, with whom, and at what pace. OSF Digital runs a structured, gated journey from diagnosis to a self-sustaining operating model, with a forward-deployed team working inside your environment rather than presenting from a project room.
Insurance Platform Implementation & Optimization

Know Where to Start Before You Build

Before anything is built, we assess your process landscape, data readiness, architecture gaps, and team maturity, and we introduce the agentic operating model to the leaders who will own it. Together we choose the first domain on the intersection that actually matters: high business value, real organizational readiness, and strong proof potential. You leave this phase with a prioritized use-case set, an architecture gap analysis, and executive alignment, not a strategy deck.

Implementation Tailored to Your Operating Model

Prove the Value: A Working Process in Four Weeks

A forward-deployed pod builds a running workflow in your own environment, on a real process, with real data and real users. The Forward-Deployed Industry Strategist diagnoses the process from the inside, the Field CTO builds the blueprint live, and the Value Engineer builds the ROI model from your actual baseline. At the end you have a live process, a quantified business case, and the evidence to commit to the next phase with confidence rather than hope.

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Scale and Own It: Build the Capability, Then Outgrow Us

We put production processes live across a chosen domain and, in parallel, build your Center of Excellence: the ways of working, the governance model, and the internal capability to keep building without us. Knowledge transfer is continuous, not a handover document at the end. Success is measured by whether your team can run the next wave on its own.

Agentforce Operations is Salesforce's AI-native layer for orchestrating work across systems, built on technology from Salesforce's acquisition of Regrello. It sits above your CRM, ERP, and communication tools and runs end-to-end processes by coordinating both AI agents and human approvers in a single, governed flow. OSF Digital deploys it as a working capability, starting with one live process.

It targets the work that has stayed manual: investigations, exception handling, approvals, correspondence, and cross-team coordination that today runs in email, spreadsheets, and chat. Instead of replacing the systems you already use, it brings that judgment-heavy work into one orchestrated process you can see and measure.

OSF Digital delivers a first working process in about four weeks, and five production processes across a business domain within twelve weeks. These are live workflows running on real data with real users, not prototypes. The journey is gated, so you confirm value at each phase before committing to the next.

Agentforce is Salesforce's native AI layer. It brings conversational and generative AI into the Salesforce platform for customer and employee interactions.

Agentforce Operations extends that capability into the back-office and mid-office workflows that live outside core systems: in spreadsheets, email chains, and manual approval processes. It combines probabilistic AI for contextual tasks with deterministic agents for calculations and rule-based decisions, eliminating the risk of hallucination on critical outputs. The difference in one line: Agentforce enhances what happens inside Salesforce. Agentforce Operations automates what happens across your entire operational layer.

It integrates through MuleSoft, REST API, Salesforce Flow, and Power Automate, across more than 250 applications. Because it sits as a layer above your downstream systems, a single process can span Salesforce, your ERP, legacy workflow tools, and channels like Slack, giving you one connected view of the work.

OSF Digital builds from pre-built process libraries for financial services, manufacturing, consumer goods, automotive, and health and life sciences, so each engagement starts from proven industry ground rather than a blank page.

Yes. It provides role-based, attribute-based, and time-based access with a full audit history, and it keeps human and agent actions on the same auditable workflow. Governance is built in as the condition for trusting AI at scale.

Put Agentforce Operations to Work on a Real Process

See what a working process looks like in your environment, on your data, in weeks. OSF Digital brings the method, the pod, and the industry blueprints to make it real.