The Sales Process and Service Process in Salesforce Using Agentic AI
This paper explores the application of Agentic Artificial Intelligence (AI) within Salesforce to revolutionize the traditional sales and service processes. As businesses accelerate digital transformation, autonomous AI agents represent a paradigm shift toward intelligent, self-operating CRM systems. We present a comprehensive architecture for integrating Agentic AI into Salesforce, propose enhanced workflows for the future, and analyze the performance and benefits realized through agent-based automation. The paper is forward-looking, combining real-world insights and visionary frameworks, and includes flow diagrams illustrating future state automation.
