AI is transforming the way we work — and with Agentforce, that transformation is becoming more tangible than ever.
Agentforce uses intelligent, autonomous AI agents to handle key business tasks. These agents can interpret plain-language instructions and turn them into real action — whether it’s routing leads based on engagement, escalating urgent support cases, or syncing account updates across teams in real time.
But as powerful as Agentforce is, it can only deliver meaningful results if your business has the right foundation. Reliable data, clearly defined processes, and scalable architecture are essential.
Without them, even the most advanced AI agents will struggle to operate effectively — and hidden roadblocks like technical debt, inconsistent workflows, or lack of user adoption can quietly derail your investment.
That’s why we created this guide — to help you evaluate your organization’s readiness across five key areas and lay the groundwork for a successful Agentforce implementation. Find out how your Salesforce org measures up across five core AI readiness areas or get started with your assessment now by completing the form below.
Agentforce agents need structured, complete, and trustworthy data to make intelligent decisions. Unfortunately, many orgs suffer from inconsistent formatting, duplicate records, and outdated values that create more confusion than clarity.
Key readiness indicators:
Pro Tip: If you wouldn’t trust your data to make a high-stakes business decision manually, it’s not ready for autonomous AI agents.
Your org may have grown organically over the years, but “quick wins” often become long-term liabilities. Layers of legacy customizations, unsupported packages, and one-off workflows can make it difficult to scale or adapt — and even harder to introduce AI tools such as Agentforce and Einstein.
What to evaluate:
Pro Tip: AI doesn’t fix messy systems — it amplifies them. Clean architecture is a prerequisite for meaningful Agentforce automation.
One of the biggest blockers to AI and Agentforce success? Technical debt. Over the years, many Salesforce orgs accumulate clutter — outdated workflows, unused custom fields, overlapping automations, and legacy code that no longer serves the business.
This debt often results from time and budget constraints, limited awareness of Salesforce best practices, or failure to adopt newer platform features as they’re released.
That’s where Kelley Austin’s Tech Debt Assessment comes in. We start by identifying your most painful processes — the ones that slow your teams down, require constant workarounds, or break when updates are made. From there, our team conducts a comprehensive review and delivers an executive-level summary of your technical landscape.
Whether you’re preparing for Agentforce or simply want to improve org performance, our Tech Debt Assessment is a fast, focused way to uncover value — and start building the foundation your AI strategy deserves.
→ Book Time: Tech Debt Assessment
AI needs structure. Agentforce works best when business processes are consistent, well-documented, and repeatable. If each team handles the same task differently, it becomes nearly impossible to define agent logic that works universally.
Evaluate process readiness:
Pro Tip: If a human can’t follow your process reliably, an AI agent can’t either.
An AI-powered service agent is only as good as the knowledge it has access to. That’s why Kelley Austin offers a Knowledge as a Service package designed to help organizations structure and optimize their Salesforce Knowledge base for maximum impact — both for AI and human users.
Whether you’re starting from scratch or looking to clean up years of scattered documentation, our approach ensures your knowledge articles are clear, searchable, and structured to support intelligent automation.
Agentforce agents rely on structured knowledge to deliver fast, accurate answers. If your articles are inconsistent, poorly tagged, or outdated, you risk frustrating both your customers and your support team. Our Knowledge as a Service offering is built to change that.
We focus on:
Whether you need to overhaul your knowledge strategy or just get the essentials in place, our team can help you build a foundation that supports smarter AI agents, better self-service, and faster resolutions.
→ Book Time: Knowledge as a Service Package
Agentforce agents need real-time access to the right data — and it needs to interact with other systems securely and seamlessly. That means your org’s architecture must be scalable, integrated, and built with governance in mind.
Assess your system’s AI-readiness:
Pro Tip: AI agents aren’t just digital assistants — they’re connectors. They need to pull from multiple sources in real time to be effective.
You can’t power AI-driven experiences without a solid data foundation. That’s why our Data Cloud & AI Readiness Assessment is designed to help businesses align their data strategy with real, measurable outcomes — using the full capabilities of Salesforce Data Cloud and AI tools like Agentforce, Einstein, and Slack AI.
Whether you’re still exploring how to leverage Salesforce AI or looking to scale existing initiatives, Kelley Austin helps you design a future-ready roadmap rooted in your actual business objectives.
Strategic Goal Mapping: We begin by aligning on your business objectives — whether it’s improving sales forecasting, personalizing customer engagement, automating support, or streamlining operations. This ensures all use cases are tied directly to outcomes that matter.
Current State Review: We assess your existing data architecture and systems to determine whether your org is ready for AI-powered capabilities. This includes evaluating your readiness for:
Kelley Austin creates a tailored Design Doc that outlines how your business can apply AI and Data Cloud to meet your objectives. This includes:
The engagement concludes with a 1-hour Executive Summary Readout, where we present:
Just 2–3 hours of your time across Discovery sessions and the Readout presentation. AI is evolving fast — but with Kelley Austin, you don’t have to figure it out alone. Let us help you connect the dots between your data, your goals, and what’s possible with Salesforce AI tools like Agentforce.
→ Book Time: Data Cloud & AI Readiness Assessment
Even if your org is technically ready for Agentforce, your people may not be. Organizational readiness — from executive buy-in to end-user adoption — is one of the most overlooked (and underestimated) elements of AI success.
Key change indicators:
Pro Tip: Trust is the key to adoption. If your team isn’t bought in, even the smartest Agentforce use cases will go unused.
Even the best Salesforce implementation can fall short without buy-in from the people it’s meant to empower. That’s why Kelley Austin’s Change Management Offering is designed to help organizations navigate transformation with clarity, communication, and stakeholder alignment at every phase.
Whether you’re rolling out Salesforce for the first time or introducing Agentforce, Data Cloud, or AI capabilities, our proven change management framework ensures your investment sticks — and your team is ready to embrace what’s next.
Key Stakeholder Interviews & Executive Readout: We begin by conducting focused interviews with executive sponsors, business leaders, and key influencers to understand challenges, expectations, and sources of resistance. The result: An executive summary that surfaces insights and outlines engagement strategies to build momentum and alignment.
Stakeholder Surveys & Readouts: For broader reach, we offer optional digital surveys to collect input at scale. Survey results are distilled into a clear summary with actionable recommendations for driving engagement across business units.
Strategic Communication Plan: We craft a communication plan that maps out key milestones, messages, and delivery channels. From Steering Committee updates to frontline team engagement, you’ll know who needs to hear what — and when.
Team-wide Communication Framework: In addition to stakeholder comms, we provide messaging templates for company-wide announcements, including go-live timelines, project goals, and what to expect at each phase.
Project & Go-Live FAQ Document: We deliver a comprehensive FAQ tailored to your project — addressing common questions around training, system impacts, support, and next steps. This becomes a vital resource during launch and adoption.
Go-Forward Change Request Process: Change is constant — but it needs to be managed. We define and implement a change request process to evaluate, approve, and implement new requests while minimizing disruption and ensuring alignment with broader goals.
Staffing Recommendations & Role Mapping: To support sustainability, we provide a staffing plan with clear roles, responsibilities, and opportunities for internal development. We’ll even conduct interviews for Salesforce lead candidates and advise on must-have vs. nice-to-have skills.
Steering Committee Governance: Our bi-weekly or monthly Steering Committee Meetings ensure cross-functional alignment on progress, risks, decisions, and strategic direction — keeping your transformation on track and fully supported.
Whether you're preparing for a major platform shift or layering in AI-driven functionality like Agentforce, Kelley Austin’s Change Management offering will help you activate the people-side of technology transformation — where success is ultimately won or lost.
→ Book Time: Change Management Offering
Not sure where to start? Take our Agentforce Readiness Assessment to see how your org measures up across the five core readiness areas:
Our Assessment is perfect for internal workshops, stakeholder planning, or self-led assessments.
Want to learn more about your score or have questions for the team? We’re here to chat. Schedule a quick, hassle free call with our team here.
Need help making Agentforce work for your business or have questions about the setup process? Our team of experts is here to help. Building an effective Agentforce Agent or "bot" requires more than just technical know-how — it demands a strategic approach that balances creativity and practical AI deployment.
While AI has made impressive strides in understanding and responding to conversations, it still faces challenges in ensuring interactions are relevant and meaningful. This makes it crucial to work with a skilled Salesforce partner that understands both the nuances of AI and the specific needs of your business.
Implementing Agentforce is a strategic investment, and having the right partner to guide you through the process is essential. As experts in Data Cloud, Salesforce AI, and automation, we provide a wide range of consulting services, from the Agentforce product suite to Einstein for Service and beyond. Our experienced team works closely with clients across industries to ensure a seamless Salesforce AI strategy that drives results.
We don’t just implement Agentforce — we help you maximize its potential by aligning the AI capabilities with your business goals. This ensures that your customers experience improved service and satisfaction from day one.
Agentforce is more than just a new tool — it’s a new way of working. But to unlock its value, you must build the right foundation: clean data, scalable systems, aligned processes, and empowered teams.
At Kelley Austin, we work with organizations to:
Ready to begin? Let’s assess where you stand — and map out a path to AI-powered success. Get in touch with our team today to get started.
At Kelley Austin we're proud to provide tailored Salesforce solutions across a variety of industries. Our expert knowledge and many years of experience in all aspects of the Salesforce ecosystem have earned us high levels of satisfaction from our clients.
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