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Unleash AI agents to serve employees and customers at scale

Employees across sales, customer service and marketing spend valuable time and capacity on routine or repetitive tasks that don’t require human reasoning. When a workforce is overwhelmed and when customers need more high-touch services, organizations are increasingly exploring autonomous AI agents that do more than simply assist — they operate independently, make decisions and execute specialized tasks.

Built to operate across the Salesforce platform, Agentforce makes it easy to deploy out-of-box agents, or design custom agents, to scale the workforce so that human capacity is not a limiting factor. And Wipfli’s Salesforce Agentforce consulting services can get you where you need to be. As a Salesforce-certified partner, Wipfli helps clients establish a vision for agentic AI, configure autonomous agents and speed up outcomes while safeguarding enterprise data.

Experience Salesforce Agentforce with Wipfli by your side

Our Salesforce Agentforce consulting services team is dedicated to transforming how your employees work and how customers experience your business. Wipfli’s team of Agentforce specialists work with you to understand the art of the possible for agentic AI, prepare your systems and data, and design agents that understand the brand and inner workings of your business. Here is what you can expect from Agentforce with the support of Wipfli’s certified Salesforce consultants.

ACTIVATION

With modules for sales, service, marketing, commerce and more, Agentforce brings data together from systems within Salesforce and beyond so that autonomous agents can start talking to one another. Wipfli helps organizations make decisions about where agents will provide the most value and efficiency, connect current tools and workflows, then activate 24/7 AI agents with precise functions, goals and guardrails.

SECURITY

Organizations can unintentionally increase their attack surface and put enterprise data at risk of exposure with the introduction of AI capabilities. While Agentforce adheres to Salesforce standards for data security, Wipfli conducts comprehensive risk assessments, offers managed services for security and helps clients build frameworks for responsible and safe AI practices.

CUSTOMIZATION

From enabling 24/7 customer service to providing personalized employee support, Agentforce proactively moves your business forward without intervention. With Wipfli’s deep experience across sectors — from financial services and tribal organizations to real estate and construction — clients can easily set up custom AI agents that know your business and can adapt to industry dynamics.

Recognition and certification

Wipfli’s digital specialists go beyond implementing commercial software. Our Salesforce Agentforce consulting services team is committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what’s possible for clients. 

Wipfli is proud to have a track record of experience that includes the following:

• 280+ Salesforce certifications
• 500+ Salesforce projects
• 86% of clients convert to long-term managed services