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Fiverr Pro
English
$
USD
I will setup salesforce agentforce ai agent customer service automation CRM integration
Amelia Jones
About this gig
Need Salesforce Agentforce configured around your real customer-service workflow?
I can set up and customize a Salesforce Agentforce AI agent to handle defined customer-service tasks, use approved CRM information, trigger relevant actions, automate workflows, and escalate conversations when human support is required.
What I Can Help You With:
- Agentforce AI agent setup and configuration
- Customer-service use cases and agent instructions
- Salesforce CRM workflow automation
- Agent actions and Salesforce Flow automation
- Case handling, routing and escalation logic
- CRM data and Knowledge-based responses
- Testing, refinement and deployment.
What You'll Receive:
A configured Agentforce solution aligned with your approved business process, documented setup, tested workflows, and clear handoff points for human agents.
Why Choose This Service
Instead of treating Agentforce like a generic chatbot, I structure the agent around your Salesforce data, permitted actions, workflows and service requirements.
Ready to automate repetitive Salesforce service work?
Message me with your workflow and I'll help define the right Agentforce setup.
Get to know Amelia Jones
Amelia Jones
Email Marketing Expert
- FromUnited Kingdom
- Member sinceApr 2026
- Avg. response time1 hour
Languages
English, French, Spanish, Italian
Welcome to my profile! I’m an Email Marketing & Automation Specialist with 10+ years of hands-on experience helping businesses attract, nurture, convert, and retain customers. I specialize in email campaigns, automation, workflows, funnels, newsletters, segmentation, CRM integration, lead nurturing, transactional email, deliverability, and customer journeys. I work across virtually every major email marketing and automation platform, adapting to your tools, goals, and tech stack. I build scalable systems too. Have a project in mind? Message me and let’s turn it into a results-focused solution.
My Portfolio
FAQ
What exactly do you set up?
I configure an Agentforce AI agent around an agreed customer-service use case, including agent behavior, applicable actions, workflows, testing and escalation logic
Is this a normal chatbot?
No. The positioning is specifically around Salesforce Agentforce and its ability to work with Salesforce data, actions and workflows rather than simply displaying a standalone chat widget
Can the Agentforce agent update Salesforce records?
Potentially, yes, where the required permissions, actions and configuration support the requested operation. The exact implementation depends on your Salesforce environment
Can the agent transfer complex issues to a human?
Yes, human escalation can be incorporated into the agreed service workflow
Do you provide Salesforce licenses?
No. Salesforce licensing, Agentforce usage charges and third-party subscriptions are separate from the Fiverr implementation fee
Can you connect Agentforce to an external system?
Yes, where technically supported and included in the agreed scope. External integrations may require additional configuration or custom development
Can you automate Salesforce Flow processes too?
Yes. Salesforce Flow can be incorporated where it is appropriate to the Agentforce workflow
Can you work with my existing Salesforce automation?
Yes. Existing workflows can be reviewed and incorporated where compatible with the agreed implementation
Can you customize the agent for my industry?
Yes. The agent's instructions, workflows, actions and service scenarios can be structured around the business process defined in the project
Can you maintain the agent after delivery?
Yes. Ongoing optimization, additional workflows, new actions and future modifications can be handled through additional orders or custom offers
