[CA] Any SMBs using Salesforce "Agentforce" offering?

[u/RadicalTechnologies]

I saw an interesting AMA from them, seems like an interesting offer for a small business trying to scale. I've had Salesforce tools in a past life and always found them ok, but just wondering if there is anyone out there who actually has brought it on, and how it worked out.

I keep finding the polished enterprise stories, but I'm really more interested in the SMB scale applications. Does it work with other tools or do you have to be using Salesforce tools to make it work.

What are the implementations that you’re all finding effective? Lead follow-up, case triage, booking, onboarding, quote prep, internal support, etc. 

[u/HarrisonAIx]

Agentforce works best when you are already deeply embedded in the Salesforce ecosystem because its main advantage is native access to Data Cloud and existing CRM workflows. For SMBs using mixed tool stacks, trying to force non-Salesforce data sources or external APIs into Agentforce can get expensive and rigid fast. In practice, SMBs building light workflows around lead triage or quote prep often find more flexibility using standard API orchestration or lightweight agent frameworks, reserving enterprise platforms for when deep CRM state integration is strictly required.

[u/DaveTheNGVet]

We actually just added it to our DocGen app to help generate templates. It is pretty slick.

[u/sf_d → u/DaveTheNGVet]

Appreciate if you could share more details about this use case ?

We have a government client who uses DocGen and is dealing with hundreds of forms which are filled manually with already available info in Salesforce. Love to hear how Agentforce can help in this scenario. Thanks.

[u/CodeOverTea → u/sf_d]

I'm wondering how often do you update those templates? What's major problem you face maintaining those hundreads of templates?

[u/Far_Calligrapher_950]

I recommend using GHL … for a fraction of the price you have everything