Top 25 Salesforce agentforce use cases for 2025 and beyond

Running a business today isn’t just about selling great products or services. It’s about keeping up with ever-changing customer demands.

• What do your customers want most from your service assistants? Round-the-clock response and fast action.
• What are your users searching for when purchasing a product from you? A smooth checkout experience and quality product.
• What annoys customers the most when they need assistance? Lengthy wait times, repeated questioning, and scripted answers.
• What brings them back? Personalized experience and quick, trouble-free solutions.

If a business can’t meet these expectations, customers will quickly turn to someone who can. Hence, it’s essential to provide faster query resolutions to keep customers engaged and satisfied.

This is where AI-powered agents make the real difference.

Rather than keeping customers holding on the line or fiddling with tedious self-service screens, AI agents answer questions instantly- resolving issues, answering questions, even providing smart recommendations.

Salesforce Agentforce goes one step ahead. It enables businesses to build and run AI agents directly in their core systems. Let’s explore Agentforce use cases and understand its benefits.

What is Salesforce Agentforce?

Salesforce Agentforce is a cloud-based platform designed to create and deploy AI agents to automate activities in customer service, sales, and operations. It allows companies to develop intelligent virtual agents. These AI agents respond to queries, process transactions, and streamline workflows. They help minimize human effort and maximize efficiency.

Suggested: How Salesforce Agentforce platform helps you sell smarter?

Agentforce use cases across various business functions

Order and delivery management

1. Order status and tracking: Respond to customer queries related to order statuses, offer tracking details, inform customers of approximate delivery times, and report back on any problems or delays.
2. Return, exchanges, and refunds: Process orders for returns, exchanges, and refunds. They support customers through these policies and processes.
3. Order modifications: Support order amendments, such as changing delivery schedules, order modifications, and canceling orders.
4. Delivery management: Handle requests pertaining to delivery logistics, scheduling, resolving complaints about lost or delayed deliveries, and on-time fulfillment.
5. Inventory management: Salesforce Agentforce AI handles customer calls regarding inventory quantity, availability, and product information.

Product and service information

6. Product availability and specifications: Answer customer questions regarding product availability, specifications, features, etc.
7. Pricing and promotions: Deliver pricing information, discounts, and special promotions, answering reseller price questions and driving sales.
8. Recommendations: Make product recommendations, give comparisons, and suggest complementary products to help customers make well-informed purchases.
9. Warranties and maintenance: Respond to warranty coverage, repair services, service intervals, maintenance information, and general product support questions.

Financial and transactional support

10. Billing and payment support: Support customers with billing questions, payment options, invoice errors, and payment status issues.
11. Loan and credit services: Salesforce Agentforce AI responds to loan and credit questions, such as loan status, credit card problems, interest rates, payment terms, and existing promotions.
12. Transaction disputes and fraud management: Resolve transaction disputes, address fraud-related issues, and refund customers for billing errors.
13. Claims and warrant: Review warranty claims, check warranty validity, and assist with claim resolutions.

Technical support and troubleshooting

14. Technical troubleshooting: Assist with technical problems concerning software and systems, including login issues, API issues, or system malfunctions.
15. Device troubleshooting: Troubleshoot product feature issues, provide maintenance advice, and resolve potential malfunction issues.
16. Service and connectivity: Answer questions concerning service interruptions, connectivity issues, and network downtime, providing resolution steps and live updates.
17. Product setup: Help in product setup, installation, and product configuration, offering steps for initial setup or system updates.

Knowledge assistance

18. Automatic responses: Salesforce Agentforce AI agents automate replies to frequent questions, routine tasks such as password reset, and straightforward service requests to minimize manual labor.
19. Knowledge management: Grant customers and representatives immediate access to knowledge articles, FAQs, training content, and applicable documentation for resolving issues and finding information.
20. Content creation: Develop campaigns and content out of current knowledge bases, inputs, and data from combined systems.

Account and membership management

21. Account updates: Help customers to update personal details, preferences, and account settings.
22. Membership rewards: Process membership renewals, upgrades, and cancellations to ensure a smooth customer experience.
23. Loyalty program management: Handle loyalty program requests, point balances, and reward redemptions, increasing customer interaction.

Scheduling and appointments

24. Appointment scheduling: Schedule, reschedule, and cancel appointments, synching with calendars and sending reminders.
25. Event registration: Process event registrations, send event details, and handle cancellations or changes.

Benefits of Salesforce Agentforce AI for different industries

Agentforce for retail

AI-driven agents help retailers decrease operational expense and generate revenue through targeted engagement.

• Increased sales conversions
• Reduced support expenses
• Faster order processing

Agentforce for the electronics industry

Electronics brands must provide seamless post-purchase support and manage complex supply chains. AI agents optimize customer interactions and backend processes.

• Faster product support
• Lower return rates
• Enhanced inventory management
• Decreased warranty fraud

Agentforce for telecom

Automated customer interaction improves the ability of telecom operators to minimize churn and maximize service effectiveness.

• Decreased customer churn
• Reduce call center expenses
• Simplified service upgrades

Agentforce for healthcare

Patient engagement increase and administration automation result in better delivery of care.

• Increased patient retention
• Less administrative burden
• Improved compliance & security

Agentforce for manufacturing

AI-driven automation streamlines workflows and enhances vendor-client relationships.

• Quicker order fulfillment
• Decreased downtime
• Better supplier coordination

Agentforce for energy and utilities

AI facilitates proactive service management, minimizing disruptions and enhancing efficiency.

• Lower service costs
• Faster problem resolution
• Enhanced regulatory compliance

Agentforce for banking and finance

AI automation provides improved fraud prevention and more efficient financial operations.

• Rapid loan processing
• Enhanced risk management

Suggested: AI agent use cases across five major industries

Stay ahead with Agentforce AI agents

Companies that are stuck on traditional processes won’t be able to keep up with increasing customer demands. However, businesses that are using AI will set new industry benchmarks. Salesforce Agentforce AI is not about automation—it’s about efficient, smart, and proactive interactions that build customer loyalty and enable business growth.

At Softweb Solutions, we assist you to utilize full potential of Salesforce Agentforce AI. Our Salesforce certified developers have in-depth knowledge in AI-powered automation, CRM optimization, and smart workflow design.

From deployment to customization, we offer complete support to help you improve efficiency, enhance customer experiences, and achieve a competitive advantage in your market. Let’s redefine what’s possible with AI-powered engagement.

Looking for Agentforce AI agents development?

Let our Salesforce certified developers help you build AI agents using Agentforce. Unlock the full potential of AI with our tailored solutions.

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