Salesforce Agentforce Consulting

An AI agent inherits whatever your Salesforce org lets it touch. We scope the use cases, build the agents, and prove the guardrails before anything reaches a customer.
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Definition

What is Salesforce Agentforce consulting?

Salesforce Agentforce consulting selects the use cases where an AI agent beats a flow, builds the agent on your existing Salesforce org, and governs what it can do: topic and action design, Data Cloud grounding, guardrails with escalation paths to humans, and adversarial testing before rollout. The build is the smaller half of the work. An agent acts with whatever permissions you grant it, inside a CRM that holds your customer data, so permission scoping, data masking, and audit trails decide whether the rollout holds up. BD Emerson is a security and compliance firm that implements AI agents, which means governance starts in the first sprint instead of after the first incident.

Services

What our Agentforce consulting includes

Use-case selection
Agentforce setup
Topic and action design
Data Cloud grounding
Guardrails and escalation
Security and governance

Use-case selection

We score candidate agents across service, sales, and marketing work by conversation volume, risk, and data readiness, then sequence them. The first agent should be high volume and low blast radius: order status before contract pricing.

Agentforce setup

We configure Agentforce on the Salesforce org you already run: agent user provisioning, least-privilege permission sets, channel deployment to web, email, or Slack, and connections to the flows and objects each agent needs. Setup is configuration work rather than a replatform.

Topic and action design

Topics decide what the agent handles and actions decide what it can do. We write classification instructions that route requests correctly, build actions from your existing flows and Apex, and validate inputs so an agent cannot act outside the lane you drew.

Data Cloud grounding

An agent is only as accurate as what it retrieves. We ground Agentforce in Data Cloud and your knowledge sources, scope retrieval to permissioned content, and check that answers cite current policy instead of a stale article.

Guardrails and escalation

Instructions define what the agent refuses, when it hands off, and what a handoff carries. Escalations land in a human queue with the full transcript and customer context, so people pick up mid-conversation instead of starting over.

Security and governance

Agent identities get least-privilege permission sets, the Einstein Trust Layer masks sensitive fields in prompts, and every action writes to an audit trail your compliance team can query. A CRM full of customer data warrants the same controls you would put on a new hire.

Our approach

Our approach

01

Scope before you build

We pick the first use cases on volume, risk, and data readiness, then price the business case against Agentforce's usage-based model. The target metric exists before anyone configures a topic.

02

Build with guardrails in

Permissions, data masking, escalation paths, and audit logging ship in the first sprint, beside the agent rather than after it. Governance retrofitted onto a live agent costs more and catches less.

03

Test like an adversary

Sandbox testing runs prompt injection, permission probing, and off-topic bait alongside the happy path. The agent launches when its failure modes are predictable and contained.

04

Roll out and measure

Launch goes to a limited audience first. We track deflection, escalation quality, and cost per conversation, then expand one topic at a time as the numbers hold.

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Rolling out Agentforce this year?

Speak with BD Emerson about a scoping session: which agents pay back first in your org, and what guardrails they need before a customer ever sees one.

Our Advantage

Why BD Emerson for Agentforce

Security firm first

We secure AI agents for a living: threat modeling, guardrail design, and adversarial testing across agentic systems. Your Agentforce build is run by people who know exactly how agents fail.

Governance from sprint one

Permissions, masking, audit trails, and escalation paths sit in the first sprint plan with named owners. Agent oversight is never deferred to a phase two.

Honest about scope

Agentforce pricing is usage-based, so an over-scoped agent spends money on conversations a flow could handle. We tell you which use cases justify an agent and which do not.

Reviews

What our customers say

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

Great consulting firms for scaling security, compliance, and appsec.

Outstanding partner in Technical and Cyber Due Diligence

Appsec maturity and application hardening.

BD Emerson helped us simplfiy our compliance management.

BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.

Adam Ben Jacobs

CTO @ OneStep GPS

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.

Tom Watkins

CEO @ AMI AssetTrack

Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.

Supported ISO 42001 exercise and served as internal auditor.

Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.

We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.

Walid Souilem

CTO @ FGI Worldwide

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.

Padraig Reilly

CEO, Boxcore

BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.

Matt Meierdierks

IT Manager, Lincoln Industries

From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.

Jason Marker

CEO @ LifeLenz

BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.

Alexey Indeev

CTO Spare

BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.

Patrick Bruce

CEO, Titan Intake

Certificates

Our accreditations

At BD Emerson, we believe that our team's extensive certifications not only set us apart but also ensure that we provide the highest level of service to our clients.
FAQ

Frequently asked questions

What is Salesforce Agentforce?

How long does an Agentforce implementation take?

What does Agentforce consulting cost?

Can Agentforce run on our existing Salesforce org?

How do you keep an agent from going off script with customers?

Which use cases should go first?

Are you a Salesforce partner?

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