See how CodM Software uses Agentforce AI to automate workflows, improve service response and increase Salesforce productivity.
The client needed AI-assisted workflows that could answer common questions, route requests and support service agents inside Salesforce.
Mapped high-volume service journeys.
Configured Agentforce AI answer workflows.
Connected CRM data for contextual support.
Created escalation and lead capture paths.
Added response governance and fallback rules.
Trained teams on AI-assisted service operations.
Agentforce AI visual mockup for stakeholder review and solution storytelling.
Agentforce AI visual mockup for stakeholder review and solution storytelling.
Agentforce AI visual mockup for stakeholder review and solution storytelling.
Agentforce AI visual mockup for stakeholder review and solution storytelling.
“The AI-assisted Salesforce workflow helped the service team respond faster while keeping customer experience professional and consistent.”
Client StakeholderService Operations TeamSalesforce Financial Services Cloud is a Salesforce CRM solution designed for financial-service teams that need secure client views, advisor productivity tools, relationship tracking and compliant workflows.
Permission set groups combine related permission sets so Salesforce admins can assign access faster while keeping profiles lean and scalable.
Sales Cadence guides sales users through structured outreach steps such as emails, calls and follow-ups, helping teams reduce manual effort and improve consistency.
Customer 360 helps teams see customer data, interactions and service history in one place so they can make faster decisions and deliver better experiences.
Salesforce improves productivity by centralizing data, automating repetitive tasks, improving reporting and connecting sales, service, marketing and operations workflows.
Asset ManagementA secure Salesforce Financial Services Cloud implementation with role-based access, scalable permission architecture and Sales Cadence automation.
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Financial ServicesA Salesforce and MuleSoft transformation covering delegated access, easyAdvantage+ quote retrieval, DCEVersion workflows and TA Intake automation.
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InsuranceA Salesforce Lightning modernization project focused on org consolidation, LWC, Apex, Visualforce refactoring and secure integrations.
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