Start with one workflow
Choose a workflow where Salesforce context, user judgment, and repeatable actions already exist.
Salesforce Consulting & Reseller Partner
Launch one useful Agentforce pilot inside Salesforce.
Tirnav helps Salesforce teams pick the right AI agent use case, configure safe guardrails, test with real CRM scenarios, and hand off a pilot your users can actually evaluate.
Built for Sales Cloud, Service Cloud, Financial Services Cloud, and custom Salesforce orgs.
Pilot Snapshot
Lead Qualification Agent
Summarizes inbound lead context
Scores intent from Salesforce fields and notes
Drafts first follow-up for rep review
Creates next-step tasks through approved CRM flow
14 days
fixed-scope pilot plan
1 agent
built around one CRM workflow
Sandbox
tested before production rollout
Handoff
admin notes and user training included
AppExchange-listed partnerAgentforce readinessSalesforce data boundariesEinstein Trust Layer planningFlow-backed actions
Why this page exists
Most Salesforce teams do not need a giant AI roadmap first.
They need one useful Agentforce pilot that proves whether an AI agent can help with their real CRM work. The Quick-Start keeps the scope tight, visible, and safe enough for business users and admins to judge.
Define safe boundaries
Clarify what the agent can read, suggest, draft, and trigger before users rely on it.
Put users in the loop
Design the pilot around review, approval, and adoption instead of forcing full autonomy too early.
Agentforce use cases
Practical Salesforce AI agents your team can pilot first.
These are not generic chatbot ideas. Each use case starts from Salesforce data, fits a real role, and can be tested with your existing sales, service, or operations workflow.
Inbound Lead Qualification
Summarize new leads, classify buyer intent, suggest the next step, and prepare the rep before first outreach.
Lead summaryFit scoringFollow-up draftRep task creation
Service Case Triage
Read case context, identify urgency, recommend routing, and draft safe replies for support teams.
Case summaryPriority suggestionKnowledge matchEscalation cue
Account and Opportunity Prep
Help sales teams understand account history, open risks, decision makers, and next-best actions before calls.
Account briefOpportunity risksMeeting prepNext-best action
Renewal and Pipeline Risk
Surface stale opportunities, missing activities, aging cases, and renewal risk signals from Salesforce data.
Risk notesMissing dataManager alertsPipeline cleanup
Admin and Data Hygiene Assistant
Guide users through missing fields, duplicate context, activity summaries, and CRM cleanup tasks.
Field promptsRecord summaryDuplicate contextAdmin checklist
Field Visit and Report Support
Turn visit notes, service activities, or operational records into structured Salesforce summaries and reports.
Visit notesPDF inputsSummary draftManager review
Have a workflow in mind?
Let us confirm if it is a strong first Agentforce pilot.
We will help you validate the use case, data readiness, user role, guardrails, and success metric before you invest in a broader rollout.
14-day quick-start path
From use-case selection to a tested Agentforce pilot.
The timeline is fixed-scope, not a blank-check transformation. We confirm readiness first, then build around one workflow that can be tested by your Salesforce users.
1
Readiness Audit
Review Salesforce edition, data model, permissions, automation, target workflow, and Agentforce fit.
2
Agent Blueprint
Define the agent role, topics, allowed actions, escalation rules, success metrics, and test scenarios.
3
Sandbox Build
Configure the pilot, connect approved Salesforce data and flows, then test behavior against real examples.
4
Launch Handoff
Train admins and business users, document the guardrails, and recommend the next Agentforce backlog.
Guardrails
Agentforce should feel useful, not uncontrolled.
We design the pilot around the way Salesforce teams already work: permissions, data visibility, approved flows, review checkpoints, and administrator control.
Permission-aware access
The agent should only use Salesforce data and actions that fit the user's role and pilot scope.
Approved action paths
Where updates are needed, connect the agent to reviewed Salesforce flows and approval steps.
Data readiness checks
Confirm object structure, required fields, quality issues, and sensitive data boundaries before build.
Human review by design
Keep drafting, recommendations, and high-impact actions reviewable until confidence is earned.
Certified Salesforce developers
Salesforce Developer Certifications
Our Salesforce-certified team combines development depth, platform administration, architecture, and cloud consulting experience to build enterprise-grade Agentforce pilots.
Supporting automation tools
Agentforce stays central. The tool layer handles the handoffs.
Some pilots need more than an AI assistant. When the workflow touches notifications, approvals, forms, or outside systems, we add the right automation tool without making the page about the tool.
Agentforce
Salesforce-native AI agent
Summarizes CRM context, recommends next steps, drafts responses, and helps users work inside Salesforce.
Salesforce Flow
Governed CRM actions
Keeps record updates, approvals, task creation, and internal Salesforce automation under admin control.
Slack
Team alerts and approvals
Notifies sales, service, or operations teams when an Agentforce recommendation needs fast attention.
n8n
Cross-tool orchestration
Connects Salesforce workflows to forms, email, enrichment APIs, support tools, spreadsheets, and custom systems.
Salesforce delivery proof
Salesforce Success Stories
Agentforce pilots still rely on solid CRM fundamentals: trusted data, reliable flows, integrations, migration quality, and user adoption.
01
Logistics/Canada/6 Months
PK Enterprises
EDI Invoice Automation
Automated Invoice Download: Automatically downloaded EDI invoices via SFTP, streamlining data collection from all major shipping providers like UPS FedEx Canpar Purolator FlashBox Fleetoptics
"The automation solution drastically reduced our manual workload and improved accuracy. The team was professional and delivered exactly what we needed."
SalesforceJava SpringBootApexLWCFlowBulk API v2.0
02
Wealth Management/Singapore/3 Months
Aument Capital Partners
Aument Capital - Financial Service Cloud
Salesforce CRM Adoption: Consolidated all client-related data into Salesforce to create a single source of truth for relationship and portfolio management.
"Jayesh and Tirnav are very very good. I've worked with multiple Salesforce partners, and Tirnav are one of the few who have impressed me the most. They are very good at understanding the problem, and they deliver quickly and efficiently. They also keep a tight feedback loop which is important, and are very transparent about the challenges they face.Well done Tirnav and team, keep it up!"
SalesforceFinancial Service CloudXero APIAssetMax APIAspire APIFlow
03
Injury Prevention/USA/5 Months
LaunchIT Corp
Digital Transformation: Legacy PHP to Salesforce CRM
Custom Salesforce Implementation: Designed and configured Salesforce to mirror the client's unique workflows, including custom objects for Activities like Early Intervention, Ergonomic Workstation Assessment, New Employee Orientation, site visits, and injury logs.
"Tirnav Solutions Private Limited has successfully migrated over 10 years of data from the end customer's legacy database to Salesforce and created over 12 custom dashboards. The team has demonstrated extraordinary attention to detail, a can-do attitude, and excellent problem-solving skills."
SalesforceApexData LoaderCustom Lightning Web Components (LWC)FlowPDF Report
FAQ
Agentforce pilot questions
What is the Salesforce Agentforce Quick-Start?+
It is a focused pilot to identify, design, configure, and test one Agentforce AI agent around a real Salesforce workflow. The goal is to prove value before a broader rollout.
Which Salesforce teams is this best for?+
It fits sales, service, revenue operations, Salesforce admins, and leadership teams that already use Salesforce but still rely on manual follow-up, record updates, case triage, reporting, or workflow handoffs.
Do we need special Salesforce licensing?+
Licensing depends on your Salesforce products, edition, and Agentforce feature availability. The readiness audit confirms what is available in your org before the pilot scope is finalized.
How do you keep the agent controlled?+
The pilot defines data access, allowed topics, permission boundaries, review checkpoints, and approved Salesforce actions. Sensitive workflows should use human review before expansion.
What happens after the pilot?+
You receive feedback from testing, handoff notes, user guidance, risk observations, and a recommended backlog for scaling Agentforce into additional workflows.
Start with an audit
Find the first Agentforce use case worth piloting.
Tell us where your Salesforce users still spend too much time. We will help identify whether it is a good fit for an Agentforce Quick-Start.
Use-case fit and Salesforce readinessData and permission reviewPilot scope and success metricGuardrails, testing, and handoff plan
Agentforce audit
Request a readiness review
Share the Salesforce workflow you want to improve. We will reply with a practical next step.