Providus helps businesses put AI at the core of their CRM strategy with custom Agentforce solutions. We design, build, and deploy AI-enabled orgs driving unmatched efficiency.
Choose an option to see how Providus solves your unique challenge:
Agentforce needs structured data with one source of truth. Unfortunately, most Salesforce orgs are not there yet. Incomplete records, siloed objects, and disconnected data sources do not just limit what AI agents can do. They produce incorrect responses, missed escalations, and automation that works against the customer experience.
Most Agentforce projects stall because teams skip scoping. Choosing the wrong agentic framework, defining topics too broadly, or building actions without a clear business objective leads to deployments that never move past proof of concept and don’t provide enough value.
Salesforce talent with both deep platform certifications and dedicated Agentforce credentials is genuinely hard to find. Most partners can configure Salesforce. Far fewer have the certified, hands-on expertise to build and deploy production-grade AI agents inside it.
Agentforce retrieves live context from Data Cloud unified profiles, Knowledge articles, and CRM records using retrieval-augmented generation. Every automated response and action is grounded in structured, real-time Salesforce data.
Our Agentforce specialists define agent personas, topics, actions, and Atlas reasoning engine behavior before a single component is configured. Getting the agentic design right upfront means deployments that perform in production rather than stall after the first demo.
We scope SDR agents, service agents, sales coach agents, and marketing agents with distinct Topics, Actions, and guardrails mapped to the exact workflows your teams run inside Salesforce.
We deploy Agentforce across Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud. Agents escalate to live reps via Omni-Channel, hand off cleanly between departments, and operate consistently across every customer and internal touchpoint.
Every Agentforce org is structured to work alongside AppExchange-listed components and partner integrations. Agent actions can call external APIs, trigger third-party flows, and pull data from connected systems without disrupting your existing Salesforce architecture.
Every Agentforce implementation project we work on is overlooked and worked on by experienced consultants and developers with verified Agentforce certification. Businesses get certified CRM and AI expertise from day one.
Before we design custom agentic frameworksfr your Salesforce org, our team performs an in-depth readiness assessment. We evaluate data quality, object structure, Data Cloud activation status, existing Flow architecture, and Knowledge article coverage. The output is a prioritized remediation plan and a confirmed list of viable Agentforce use cases.
What’s included:
We work with your sales, service, marketing, and operations stakeholders to identify the highest-value agentic AI use cases for your business. We define agent personas, map Topics and Actions to real business processes, and establish Atlas reasoning engine parameters before a single component is built.
What’s included:
We develop Agentforce-enabled workflows configured to your specific processes, data sources, and business rules. With Prompt Builder, we create grounded, secure prompts tied to live Salesforce data and external knowledge sources. Each AI agent is built with defined Topics, scoped Actions, and tested guardrails.
Agentforce only works for your Salesforce org if the data it’s grounded in is accurate. We connect Agentforce to Data Cloud unified profiles, enabling agents to retrieve real-time customer context, behavioral signals, and segmentation data during live interactions. We configure Data Cloud data streams, identity resolution, and retrieval-augmented generation pipelines so every agent response reflects a complete, current view of the customer.
What’s included:
Agentforce delivers the most value when agents operate consistently across every Salesforce cloud. We deploy and connect AI agents across Sales Cloud, Service Cloud, Marketing Cloud, and Experience Cloud. Our team configures Omni-Channel routing, live agent handoff, and cross-cloud escalation logic so intelligent automation takes place without gaps, regardless of where the customer interaction starts.
What’s included:
We build agentic AI systems that “talk” with your third-party tools and systems, calling external APIs, triggering AppExchange-listed components, and pulling data from third-party systems, including ERPs, marketing platforms, and data warehouses. Every integration is structured to maintain Salesforce security protocols and governor limit compliance.
What’s included:
Automation should never be left unattended. At Providus, we provide post-launch managed support that monitors topic resolution rates, fallback frequencies, and escalation patterns. Then, we retune prompts, expand action sets, and adjust guardrails based on real production data.
We help companies simplify their processes and scale their operations by providing Salesforce development services across the platform ecosystem.
We deploy Agentforce-enabled SDR agents and sales coach agents directly inside Sales Cloud. Our solutions help qualify inbound leads, automate follow-up sequences, and surface next-best-action recommendations from live opportunity and account data.
Agentforce-enabled service agents are configured inside Service Cloud to handle tier-1 case resolution, knowledge article retrieval, and customer authentication. Our agentic solutions escalate cases to live reps via Omni-Channel when users need more specialized information.
We integrate Agentforce with Marketing Cloud to deploy AI agents that respond to campaign-triggered customer interactions, qualify marketing-sourced leads, and update contact engagement records in real time.
Our Agentforce solutions, embedded in Experience Cloud portals, handle customer self-service, partner inquiries, and authenticated user requests without routing every interaction to a live rep. We configure access controls, knowledge source permissions, and escalation logic.
We configure Data Cloud data streams, unified customer profiles, and retrieval-augmented generation pipelines so agents retrieve real-time behavioral, transactional, and identity data during live interactions.
We designed and developed a responsive eCommerce website from scratch. The new experience reflects the brand’s identity, simplifies product discovery, and delivers intuitive navigation across all touchpoints, built with performance and scalability in mind.
We performed a full audit of Finqalab’s trading platform, reviewing architecture, code, and security. The outcome was a clear action plan to fix risks and improve performance before scaling.
