You will get Salesforce Agentforce: Build Your First AI Agent
Project details
Most Salesforce teams know Agentforce exists but are not sure where to start. The licensing is in place, the feature is turned on, and then it sits untouched because building an agent that actually works reliably takes more than clicking through a setup wizard.
This project delivers a fully configured Agentforce agent grounded in your Salesforce Knowledge base, ready to handle real questions from your users inside Salesforce. The agent is scoped, built, tested and handed over with documentation so your team can maintain and extend it without needing to start from scratch.
The build covers agent topic and action configuration, Knowledge grounding setup, prompt tuning for brand safe and accurate responses, user acceptance testing, and a handover session so your team understands exactly how it works.
With hands on Agentforce implementation experience in a production Salesforce environment, and a Salesforce Certified Data Cloud Consultant background to handle the Knowledge and data layer, this is not a theoretical build. It is a working agent delivered to your org.
This project delivers a fully configured Agentforce agent grounded in your Salesforce Knowledge base, ready to handle real questions from your users inside Salesforce. The agent is scoped, built, tested and handed over with documentation so your team can maintain and extend it without needing to start from scratch.
The build covers agent topic and action configuration, Knowledge grounding setup, prompt tuning for brand safe and accurate responses, user acceptance testing, and a handover session so your team understands exactly how it works.
With hands on Agentforce implementation experience in a production Salesforce environment, and a Salesforce Certified Data Cloud Consultant background to handle the Knowledge and data layer, this is not a theoretical build. It is a working agent delivered to your org.
AI Algorithms
Large Language Model, Transformer ModelAI Applications
AI Chatbot, AI Content Creation, Conversational AI, Natural Language Generation, Natural Language UnderstandingAI Tools
Azure OpenAIAI Models
ChatGPT, GPT-4What's included
| Service Tiers |
Starter
$1,200
|
Standard
$2,000
|
Advanced
$3,000
|
|---|---|---|---|
| Delivery Time | 5 days | 7 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
AI Model Integration | |||
Batch Normalization | - | - | - |
Database Integration | - | - | - |
Detailed Code Comments | - | - | - |
Image Upscaling | - | - | - |
MLOps | - | - | - |
Model Deployment | |||
Model Documentation | - | ||
Model Monitoring | - | - | |
Model Testing & Optimization | |||
Model Tuning | - | ||
Natural Language Processing | |||
NLP Tokenization | - | - | - |
Pre-Training | - | - | - |
Prompt Engineering | - | ||
Setup File | - | ||
Source Code | - | - | - |
Frequently asked questions
About Stephen
Salesforce Marketing Cloud Consultant
Cape Woolamai, Australia - 9:42 pm local time
I’m a Salesforce AI & MarTech consultant with 10+ years specialising in the Salesforce ecosystem. I help teams implement and optimise Salesforce Marketing Cloud, connect it cleanly to Sales Cloud / Data Cloud, and roll out automation that’s measurable, scalable, and supportable.
Core focus areas
* SFMC delivery: Journey Builder, Automation Studio, Content Builder, AMPscript/SSJS, SQL segmentation, reusable lifecycle patterns (welcome, onboarding, nurture, win-back, re-engagement)
* Data + integration: data models, sendable data extensions, ingestion patterns, APIs, data quality rules, consent/suppression and governance
* Measurement: attribution-ready tracking from channel → lead → opportunity → revenue (reporting design + data flow alignment)
* Personalisation & AI: Marketing Cloud Personalisation support and Agentforce use cases (grounded, data-aware agents with safe retrieval patterns and human-in-the-loop controls)
* Measurement: channel → lead → opportunity → revenue tracking (data flow alignment + reporting design)
• Delivery: documentation, QA/UAT support, release management, enablement for internal teams
AI / Agentforce
I’ve completed the Salesforce Agentforce Bootcamp and have built demo agents that showcase practical, governed automation (retrieval-grounded responses, clear handoffs, and workflow actions) to improve customer engagement and internal efficiency. If you’re exploring AI, I can help you move from “cool demo” to “safe, useful, adopted” by designing the data context, guardrails, and success measures.
Certifications
• Salesforce Marketing Cloud Email Specialist
• Salesforce Data Cloud Consultant
Typical projects
• Fix or rebuild unstable journeys/automations (including data hygiene + suppression)
• Implement or harden SFMC foundations (BU setup, data model, send classifications, naming standards)
• Stand up reliable integrations between Salesforce and SFMC / Data Cloud
• Build reporting-ready tracking so you can attribute pipeline and revenue to campaigns
• Personalisation proof-of-concept or optimisation in MCP
• Agentforce prototypes for internal teams (with clear scope, constraints, and evaluation)
🔧 **What I Offer:**
* End-to-end Marketing Cloud implementation
* Lifecycle journey design and build
* Data Cloud implementation
* Integration and automation support
* Marketing Cloud Personalisation assistance
* AI Agent design and deployment using Salesforce Agentforce
📈 **How I Work:**
* Project kickoff via Zoom to align on goals and scope (if required)
* Agile methodology via Atlassian tools (Jira/Confluence) to ensure transparency and progress tracking
🔧 **Tools & Platforms:**
* Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio, etc.)
* Salesforce Sales Cloud
* Salesforce Data Cloud
* Marketing Cloud Personalisation
* Salesforce Agentforce (AI-powered Agents)
* Microsoft Office
* Jira, Confluence
Steps for completing your project
After purchasing the project, send requirements so Stephen can start the project.
Delivery time starts when Stephen receives requirements from you.
Stephen works on your project following the steps below.
Revisions may occur after the delivery date.
Kick-off and Scoping
We align on the agent's purpose, the topics it should handle, guardrails for what it should not respond to, and confirm all required licenses and features are active in your org.
Knowledge Base Review
I review your existing Knowledge articles or provided documentation and structure the content to work effectively as a grounding source for the Agentforce agent.