Skip to main content
Appex Consulting
Contact Us Salesforce Partner

Welcome to the Agentic Enterprise

Company Overview The Salesforce Ecosystem
CUSTOMER 360 APPLICATIONS

A solution for every business function & need

Sales Cloud

Agentforce Sales

Formerly Sales Cloud

Every selling tool on one platform — pipeline, forecasting and quoting — with agents that qualify leads and prep every deal.
Service Cloud

Agentforce Service

Formerly Service Cloud

Case management, knowledge and every channel in one console, with agents resolving routine contacts before they become cases.
Marketing Cloud

Agentforce Marketing

Formerly Marketing Cloud

Campaigns, journeys and personalization across email, web, ads and social — every channel a two-way conversation.
Field Service

Agentforce Field Service

Formerly Field Service Lightning

Scheduling, dispatch and mobile work orders for teams in the field, with agents handling appointments and job updates.
Experience Cloud

Experience Cloud

Formerly Community Cloud

Branded portals and communities for customers, partners and employees — self-service on top of your Salesforce data.
Revenue Cloud

Agentforce Revenue

Formerly Revenue Cloud

The full quote-to-cash process — CPQ, contracts, orders, billing and invoicing — on the same data as sales and service.
Commerce Cloud

Agentforce Commerce

Formerly Commerce Cloud

Storefronts, order management and payments in one place, with guided shopping that behaves like a 24/7 concierge.
Data Cloud

Data 360

Formerly Data Cloud

Unifies customer data from every source in real time, giving both people and agents one trusted view to act on.
Slack

Slack

Where teams and agents work together — channels, files and workflows, with Salesforce records surfaced in the conversation.
Tableau

Tableau

Dashboards, reporting and agentic analytics that surface insight in the flow of work rather than in a separate tool.
MuleSoft

MuleSoft

APIs and pre-built connectors that link Salesforce to your ERP and the rest of your estate — and now govern agents too.
Salesforce

Agentforce 360 Platform

Build, deploy and govern AI agents across apps and channels — with enterprise trust and full lifecycle tooling.
ARTIFICIAL INTELLIGENCE WITH AGENTFORCE

Trusted AI agents for each business purpose

Agentforce is responsible for generative AI capabilities in the platform. Agents retrieve the data, follow your business logic, take the action inside Salesforce and log what they did — resolving service cases, qualifying leads, drafting quotes and answering questions across your data.

There are more than 300 prebuilt actions and every request passes through the Einstein Trust Layer, which grounds your data, masks it for sensitive fields and ensure your data is fully secure.

Agentforce
Actionable Agents

Multi-step work completed across sales, service, marketing, commerce and IT, not just drafted for someone else to finish.

Real Data

Agents reason over your own unified records, so answers come from your business rather than a generic model.

Einstein Trust Layer

Dynamic grounding, PII masking, toxicity screening and zero data retention on every request, with a full audit trail.

No-Code Building

Agentforce Builder assembles topics, instructions and 300+ prebuilt actions — extended with custom code and automations when needed.

Multiple Environments

Deployed in Slack, Experience Cloud, your website, WhatsApp, the Salesforce app itself and much more.

Human Intervention

Agentforce Agents escalate with full context when judgement is needed, so the failure mode is a hand-off, not a hallucination.

SALESFORCE PLATFORM ARCHITECTURE

4 systems to become
an Agentic Enterprise

Salesforce brings together the data, the applications, the agents and the place your teams work on a single trusted platform.

System of
Context
Data 360
·Connects any data with Zero Copy
·Turns unstructured data into understanding
·Gives AI agents memory of every conversation
System of
Work
Customer 360 
·Defines how work runs with rules, workflows, approvals & handoffs
·Human and agent collaboration
·Ready for every industry
System of
Agency
Agentforce
·Predictable outcomes
·Orchestrated across every app, agent & channel
·Agents deploy in days with low or no code
System of
Engagement
Slack
·Stops missing information across multiple apps
·Turns every conversation into action
·Brings people, agents and apps into one shared workspace
The platform at a glance
System of
engagement
Slack
Slackbot|Canvas|Enterprise Search|Messaging & Huddles|Tableau Viz & Data Q&A
Any workspace
System of
agency
Agentforce Customer & Employee Agents
Voice, Web, Mobile & Messaging|Agentforce Script|Builder|Observability|Orchestration
Any agent
MCP & A2A
System of
work
Customer 360
SalesCustomer ServiceField ServiceIT & HR ServiceCCaaSMktgCommerceSupply ChainRevenue MgmtPlatform
Fin ServHealth & Life SciencesPubSecManu-facturingConsumer GoodsCommsNonprofitEducationEnergy & UtilitiesMedia
Any app
System of
context
Data 360
CDP|Federation|MuleSoft|Informatica|Tableau|Structured & Unstructured|Zero copy|Real-time
Any data lake or warehouse
Trust layer
OpenAIAnthropicGeminiLLaMA by MetaMistralOpen source
HOW APPEX FITS IN

Salesforce is powerful. We make it yours

We know where Salesforce implementations create value and where they quietly lose it. The problem is rarely the platform, but proper scoping, adoption methodology and knowing what 'good looks like' where technology meets the business case.

Proper Scoping

·The licence mix your processes actually need
·What to build first, and what to leave out
·A plan with costs and timelines attached

Quality Solutioning

·Best practices that apply to your business, not a plain template
·Future-proof architecture
·No technical debt built in

Continuous Adoption

·Processes validated with the people who run them
·Training for the teams who use it daily
·Enhancements as the business changes

Commercial Acumen

·Licence spend justified against expected return
·Technical work explained in business terms
·Honest advice when the answer is “not yet”

Time to Value

·Combination of Waterfall and Agile methodologies
·Value delivered in phases, not at the end
·A small senior team surrounded with a big pool of subject matter experts

Continuity

·Documentation that outlives staff changes
·Technical debt cleared before it compounds
·A relationship measured in years, not projects

Let's Design Your Growth Together

Get In Touch