Agentforce Coworker Benefits and Use Cases (Beta)

Check out common use cases and see how Agentforce Coworker can streamline your work.

Use Agentforce Coworker to:

• Ask anything, get answers: Ask any question and get synthesized answers drawn from your CRM records, documents, Slack conversations, and more.
• Connect to your data, wherever it lives: Works immediately with Salesforce CRM and Slack, and connects to 270+ external sources — from Google Drive and SharePoint to data lakes, knowledge bases, and collaboration tools.
• Turn answers into action: Ask Agentforce Coworker to complete a task and it automatically routes to the right Agentforce agent — your single entry point for getting work done.
• Enterprise-grade governance from day one: Permission-based access control, source-level permissions, automatic data classification, and dynamic data masking keep your data secure and compliant. Learn more about Einstein Generative AI and Your Data.

Need some inspiration on how to use Agentforce Coworker? Check out these use cases.

Scenario: Ursa Major Solar has a stalled sales opportunity with a client, Edge Communications. Here's how to use Agentforce Coworker to unblock the opportunity.

1. Discover: In Salesforce Lightning, the sales rep asks Agentforce Coworker, "What's going on with Edge Communications?" Agentforce Coworker reveals relevant data from connected sources, showing the deal is at risk due to new pricing concerns in a specific deck.
2. Research: To dig deeper, the sales rep asks, "Tell me more about the pricing concerns." Agentforce Coworker details Edge Communications' concerns about ramp-up and training costs, preferring a one-year beta agreement. It also mentions that a rep from inside sales has an early meeting next week to follow up.
3. Act: The sales rep asks Agentforce Coworker for coaching on how to handle the pricing concerns. Agentforce Coworker automatically routes to the Sales Coach Agent, which gives the rep personalized coaching on the opportunity before the meeting.

Scenario: Ursa Major Solar notices a spike in login-related support tickets. Here's how to use Agentforce Coworker to identify what's causing the login issues and how to resolve them.

1. Discover: In the Agentforce Coworker search bar, a service rep types "What's going on with login issues this week?" Agentforce Coworker explains that there has been a 30% spike in login-related tickets across North America.
2. Research: The rep digs into the issue by asking "Have we seen this issue before?" Agentforce Coworker reviews past documents and conversations about login issues and confirms that a similar spike happened last quarter after a configuration update. Agentforce Coworker also provides the relevant Jira ticket and customer email template used previously.
3. Act: The rep asks Agentforce Coworker to suggest a resolution. Agentforce Coworker automatically routes to the Sales Support Agent, which searches knowledge articles and past case data and recommends a fix before a new case is logged.