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Service Overview
Service Overview & Detailed Service Features
Salesforce holds more data than most teams can use. We change that. With Agentforce AI, CriticalRiver helps you turn Salesforce into a true decision engine—driven by real-time signals, intelligent automation, and predictive analytics.
We focus on what moves the needle: sales planning, service performance, marketing actions, and customer behavior. Our approach connects data, builds models, and delivers outcomes—without adding complexity.
AI-Driven Business Intelligence
Salesforce is configured to surface trends, anomalies, and high-impact signals through structured models and live data feeds. Teams gain real-time insight without relying on manual reporting, enabling faster, more informed decisions.
Agentforce AI Use Case Mapping
Each Salesforce instance is evaluated to identify where AI adds the most value—such as lead scoring, churn prediction, or case prioritization. The focus is on driving measurable impact across sales, service, and marketing workflows.
Salesforce Data Cloud Integration
Customer data from CRM, service, commerce, and marketing platforms is unified within Salesforce Data Cloud. This enables a single, continuously updated view of every customer—ready for analysis, activation, or personalization.
Predictive and Prescriptive Models
AI models are trained on your business data to forecast trends, highlight risks, and recommend actions. These models are embedded directly into Salesforce, offering forward-looking insights without additional tools or interfaces.
Interactive Dashboards and Visualizations
Role-based dashboards are built to update automatically, highlight deviations, and support drill-down analysis. Teams can filter by region, segment, or channel—making it easier to act on patterns as they emerge.
Einstein GPT & Copilot Integration
Generative AI is embedded into Salesforce workflows to reduce manual tasks and enhance productivity. Use cases include email generation, smart summaries, field suggestions, and contextual recommendations across departments.
Built-in Governance and Control
Access rules, audit logs, and model transparency are established during initial setup. This ensures data stays protected, AI remains explainable, and governance aligns with industry compliance requirements.
Process/Methodology
From Use Case to Insight—Delivered with Clarity
Step 01
Strategy
We assess your Salesforce setup, data quality, and goals—then define a high-impact AI roadmap.
- Business Use Case Mapping
- Data Audit & Availability Check
- Prioritization Framework
- Model Design and Feasibility
Step 02
Implementation
We deploy models, dashboards, and automation triggers in your Salesforce environment.
- Data Cloud Setup
- Agentforce AI Use Case Deployment
- Workflow Configuration
- Model Validation and Testing
Step 03
Evolve
We tune models, expand coverage, and review impact regularly.
- Forecast Accuracy Reviews
- Use Case Additions
- Data Expansion and Cleanup
- Dashboard Enhancements
Industries We Serve
Industry Expertise
Industry expertise that cuts through complexity—delivering clarity, strategy, and impact at every turn.
Hi-tech
Energy & Water
Banking/Finance
Healthcare
Manufacturing
Non-profit
FAQ’s
Frequently Asked Questions (FAQs)
1. How do you identify which processes should be AI-powered?
We review Salesforce workflows and business KPIs, then map use cases based on value, effort, and impact.
2. Do I need Salesforce Data Cloud to get started?
No. Data Cloud helps unify records, but Agentforce AI works with your current data structure and grows with your needs.
3. What is Agentforce AI?
It’s our framework for applying AI across Salesforce—built on real use cases, with pre-configured models and workflows.
4. Can you build custom models?
Yes. We train custom models when out-of-the-box tools aren’t enough. These are tested for accuracy and integrated securely.
5. How fast can we launch a use case?
Most teams go live in 4–6 weeks. Complex models or integrations may take longer, but we deliver value early.
6. Can AI be used in service and support?
Yes. We use AI for case routing, sentiment tagging, escalation prediction, and resolution recommendations.
7. What security measures are in place?
Access controls, model transparency, and audit logs are built into every solution. We also follow enterprise data privacy standards.
8. Can AI improve campaign performance?
Yes. We enable AI-based audience segmentation, content recommendations, and performance forecasting in Marketing Cloud.
9. Will my team need to code or retrain models?
No. Models run in the background. We manage updates and provide interfaces that are easy to use.
10. Do you offer ongoing support and evolution?
Yes. We support roadmap reviews, model tuning, and expansion into new clouds or business areas.
Tell us how we can help you
Have questions or ready to start your digital transformation journey? Our experts are here to help you every step of the way. Get in touch with us today and let’s build the future together!