You will get Agentforce Setup — AI Agents Built on Your Salesforce Data
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Top Rated
Project details
Your Salesforce already has all the data. Agentforce turns that data into AI agents that work for your team 24/7 — answering questions, qualifying leads, resolving cases, and completing tasks without human intervention.
This is not a chatbot. Agentforce agents understand context, reason through multi-step problems, and take real actions inside Salesforce — all grounded in your actual CRM data.
What I can build for you:
Customer-Facing Agents
▸ Answer product, pricing, and policy questions automatically
▸ Handle tier-1 support cases without involving your team
▸ Qualify inbound leads before they reach a sales rep
Internal Agents:
▸ Help sales reps summarize accounts and opportunities
▸ Draft emails and follow-ups based on Salesforce data
▸ Surface insights and next best actions for open deals
▸ Assist service agents with case context and resolution steps
Technical setup includes:
▸ Agent Builder configuration and topic design
▸ Prompt Builder, custom AI instructions for each use case
▸ Actions, connecting the agent to Salesforce records and flows
▸ Channel setup, website, Experience Cloud portal, or internal
▸ Testing, iteration, and full documentation
This is not a chatbot. Agentforce agents understand context, reason through multi-step problems, and take real actions inside Salesforce — all grounded in your actual CRM data.
What I can build for you:
Customer-Facing Agents
▸ Answer product, pricing, and policy questions automatically
▸ Handle tier-1 support cases without involving your team
▸ Qualify inbound leads before they reach a sales rep
Internal Agents:
▸ Help sales reps summarize accounts and opportunities
▸ Draft emails and follow-ups based on Salesforce data
▸ Surface insights and next best actions for open deals
▸ Assist service agents with case context and resolution steps
Technical setup includes:
▸ Agent Builder configuration and topic design
▸ Prompt Builder, custom AI instructions for each use case
▸ Actions, connecting the agent to Salesforce records and flows
▸ Channel setup, website, Experience Cloud portal, or internal
▸ Testing, iteration, and full documentation
AI Development Type
Knowledge Representation, Model TuningWhat's included
| Service Tiers |
Starter
$599
|
Standard
$1,500
|
Advanced
$3,000
|
|---|---|---|---|
| Delivery Time | 15 days | 60 days | 70 days |
Number of Revisions | 6 | 2 | 3 |
AI Model Integration | - | - | - |
Detailed Code Comments | - | - | - |
Knowledge Graph | - | - | - |
Model Documentation | - | - | - |
Ontology | - | - | - |
Source Code | - | - | - |
Taxonomy | - | - | - |
Frequently asked questions
15 reviews
(15)
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(0)
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(0)
AV
Andy V.
Jun 19, 2026
We hired Mariana and her team at Palm Consulting to set up Agentforce for our sales department and the results were immediate. They configured the AI agents directly in our Salesforce org, connected them to our existing data, and trained our team on how to use them. What impressed me most was how they explained the logic behind each agent so we could maintain it ourselves. If you're looking to implement Agentforce without the trial-and-error, Palm Consulting is the way to go.
AV
Andy V.
Jun 19, 2026
You will get Agentforce Setup — AI Agents Built on Your Salesforce Data
We hired Mariana and her team at Palm Consulting to set up Agentforce for our sales department and the results were immediate. They configured the AI agents directly in our Salesforce org, connected them to our existing data, and trained our team on how to use them. What impressed me most was how they explained the logic behind each agent so we could maintain it ourselves. If you're looking to implement Agentforce without the trial-and-error, Palm Consulting is the way to go.
MS
Michelle S.
May 5, 2026
30 minute consultation
AO
Alexandra O.
Apr 7, 2026
Change Machine Salesforce
GP
Gary R P.
Nov 9, 2025
30 minute consultation
Mariana was prompt and responsive, demonstrated great competence with the Salesforce ecosystem, and we entered into a long-term engagement with her and her firm as a result of this initial engagement. Highly recommend.
GB
Guilherme B.
Jun 6, 2025
30 minute consultation
About Mariana
Salesforce Consulting Partner | AI, Agentforce, CRM & Automation
100%
Job Success
Palm Beach, United States - 6:38 pm local time
That's exactly what I fix.
𝙏𝙤𝙥 𝙍𝙖𝙩𝙚𝙙 · 100% 𝙅𝙤𝙗 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 · 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘾𝙚𝙧𝙩𝙞𝙛𝙞𝙚𝙙 𝘼𝙙𝙢𝙞𝙣𝙞𝙨𝙩𝙧𝙖𝙩𝙤𝙧 · 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝙊𝙛𝙛𝙞𝙘𝙞𝙖𝙡 𝙋𝙖𝙧𝙩𝙣𝙚𝙧
I'm Mariana, Salesforce consultant and founder of Palm Consulting, a certified Salesforce Partner. With 1,600+ hours and 28 projects completed on Upwork, I specialize in turning underperforming orgs into systems that generate real revenue.
I work with US-based companies across Real Estate, SaaS, Nonprofits, E-commerce, and Professional Services. What they all had in common when they came to me: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝘄𝗮𝘀𝗻'𝘁 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝘄𝗵𝗮𝘁 𝗶𝘁 𝘀𝗵𝗼𝘂𝗹𝗱. 𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝗮𝘁 𝗜 𝗳𝗶𝘅.
No unnecessary complexity. No overengineering. Just systems your team actually uses.
𝗪𝗵𝗮𝘁 𝗜 𝗱𝗼:
𝗔𝗴𝗲𝗻𝘁𝗳𝗼𝗿𝗰𝗲 & 𝗔𝗜
▸ Agentforce setup, configuration, and Cloud architecture
▸ AI-powered lead qualification and opportunity routing
▸ Intelligent task automation and workflow triggers
▸ AI-driven alerts and decision logic inside your org
𝗦𝗹𝗮𝗰𝗸 + 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲
▸ Real-time deal alerts and pipeline notifications in Slack
▸ Approval workflows, renewal reminders, and task routing
▸ Slackbots for sales teams, ops teams, and managers
▸ Bidirectional sync between Salesforce records and Slack channels
𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗖𝗼𝗿𝗲 𝗖𝗹𝗼𝘂𝗱𝘀
▸ Sales Cloud: pipeline structure, lead automation, forecasting
▸ Service Cloud: case management, SLAs, ticketing systems
▸ Nonprofit Cloud (NPC): donor management, grants, program reporting
▸ Experience Cloud: portals, partner communities, self-service hubs
▸ Marketing Cloud: journeys, lead nurturing, segmentation
𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻, 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 & 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻
▸ Full implementations from scratch: clean, documented, scalable
▸ Messy org audits and CRM re-architecture
▸ Flow Builder automation to eliminate repetitive manual work
▸ Data migrations from spreadsheets, HubSpot, Zoho, or any legacy CRM
▸ Third-party integrations: Stripe, QuickBooks, Mailchimp, Zapier, Google
▸ Executive dashboards and reports your leadership will actually open
𝗪𝗵𝗮𝘁 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗴𝗲𝘁:
▸ A Salesforce org built around how your team actually works, not a generic setup they ignore
▸ Pipelines that move leads forward automatically, not manually
▸ Full visibility for managers without chasing down reports
▸ Hours per week back for your sales and ops teams
▸ A system that grows with your business, not one you'll need to rebuild in 12 months
One client booked a 30-minute consultation and turned it into a
year-long engagement. That's the kind of work I'm here to do.
If you're investing in 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲, 𝗔𝗴𝗲𝗻𝘁𝗳𝗼𝗿𝗰𝗲, 𝗼𝗿 𝗔𝗜 and not
seeing results, I can tell you exactly what's in the way.
▸ 𝘽𝙤𝙤𝙠 𝙖 30-𝙢𝙞𝙣𝙪𝙩𝙚 𝙎𝙖𝙡𝙚𝙨𝙛𝙤𝙧𝙘𝙚 𝘼𝙪𝙙𝙞𝙩. 𝙄'𝙡𝙡 𝙧𝙚𝙫𝙞𝙚𝙬 𝙮𝙤𝙪𝙧 𝙤𝙧𝙜 𝙖𝙣𝙙 𝙜𝙞𝙫𝙚 𝙮𝙤𝙪 𝙖 𝙘𝙡𝙚𝙖𝙧, 𝙥𝙧𝙞𝙤𝙧𝙞𝙩𝙞𝙯𝙚𝙙 𝙖𝙘𝙩𝙞𝙤𝙣 𝙥𝙡𝙖𝙣. 𝙉𝙤 𝙥𝙞𝙩𝙘𝙝. 𝙅𝙪𝙨𝙩 𝙖𝙣𝙨𝙬𝙚𝙧𝙨.
Steps for completing your project
After purchasing the project, send requirements so Mariana can start the project.
Delivery time starts when Mariana receives requirements from you.
Mariana works on your project following the steps below.
Revisions may occur after the delivery date.
Use Case Design
We define the agent's purpose, topics, scope, and escalation rules before building. You'll review and approve the design before we touch the org.
Agent & Prompt Configuration
We build the agent in Agent Builder, configure topics, and write custom prompts in Prompt Builder — grounded in your Salesforce data.