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Salesforce Agentforce Assessment

With Sweep’s Agentforce Assessment, Salesforce teams finally have a clear, data-backed roadmap to adopt Agentforce safely, quickly, and with measurable ROI.

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Agentforce Assessment features and capabilities

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Automated discovery

Manual discovery takes weeks to uncover opportunities for automation. Sweep accelerates this by analyzing your Salesforce org directly:

  • Ingests metadata to map your Flows, Apex, Approval Processes, and Assignment Rules
  • Breaks down automations into atomic, Topic-ready tasks that align with objects, fields, and record types
  • Surfaces inefficiencies across Sales Cloud, Service Cloud, and custom apps, pinpointing where Agentforce can have the biggest impact
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Topic-ready detection

Not every process is a fit for Agentforce. Sweep identifies exactly which Salesforce processes are Topic-ready and where to start:

  • High-volume, repetitive tasks that consume admin time
  • Manual handoffs hidden in your Case, Opportunity, or Lead processes
  • Edge-case complexity that creates friction across record types and business units
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ROI-based prioritization

AI adoption only sticks when it’s tied to measurable business value. Sweep quantifies that impact for every automation candidate:

  • Scores opportunities by frequency × effort saved × business impact, adjusted for complexity
  • Ranks Topic opportunities across clouds and custom objects, so you can start where ROI is highest
  • Builds confidence for IT and business leaders by showing value before a single Topic is deployed
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AI-driven process optimization

The Agentforce Assessment doesn’t stop at insights. It delivers a roadmap:

  • Recommends specific Topics and Actions (e.g., routing, escalation, data validation)
  • Shows where Topics plug into existing Flows, Approvals, and Apex logic—so adoption is seamless, not disruptive
  • Provides governance notes aligned with your validation rules, ownership models, and approval paths to ensure compliance from day one

Frequently Asked Questions

Get quick answers about how Sweep's agentic workspace for Salesforce supports your systems, teams, and workflows.

The Agentforce Assessment is an AI-powered analysis created by Sweep of your Salesforce org that pinpoints exactly where Topics and Actions will drive the most value. Instead of spending weeks in discovery workshops, the assessment ingests your metadata, processes, and usage data to:

  • Map automations (Flows, Apex, Rules, Approvals) and surface where inefficiencies exist.
  • Identify tasks that are repetitive, manual, or high-volume - the best candidates for Agentforce.
  • Quantify ROI (frequency × effort saved × business impact), creating a prioritized list of opportunities.

The result is a clear roadmap: which Topics to enable, what Actions they need, and how they’ll plug into your org safely.

The process is automated:

  • Map the Process: Ingest metadata across Flows, Triggers, and Approvals to visualize workflows.
  • Detect Topic-Ready Tasks: Break complex automations into atomic steps, highlighting repetitive or high-volume tasks.
  • Score & Prioritize: Rank tasks by frequency, effort saved, and business impact, adjusted for complexity.
  • Define Topics & Actions: Recommend what Topics to implement, which Actions they require, and where they fit into your Salesforce org.

Governance data (validation rules, required fields, approval paths, ownership) is also factored in to ensure recommendations are compliant from day one.

Most Salesforce teams struggle with the same question: where to begin with Agentforce. The Assessment provides a ranked list based on ROI.

For example, in Service Cloud, the assessment might recommend:

  • Case SLA Monitoring Topic: with Actions to check SLA status, predict breach risk, and escalate early.
  • Case Routing Topic: with Actions to evaluate skills, capacity, and priority before assignment.
  • Data Validation Topic: with Actions to enforce required fields and request missing information.

This gives you a ranked list of Topics with measurable ROI, so you start where it matters most.

The assessment is built for multi-role adoption:

  • Admins: Cut weeks of manual discovery into days.
  • Solution Architects: Quantify ROI and untangle complex automations with data-backed recommendations.
  • RevOps Leaders: Tie automation to pipeline health, reporting accuracy, and system efficiency.
  • CIOs & IT Leaders: De-risk adoption by proving ROI and compliance before investing in development.

In short: it’s designed for the whole Salesforce team.

Every assessment delivers three core outputs:

  • Top agentification opportunities: with ROI quantified by effort saved and business impact.
  • Deployment roadmap: quick wins to long-term initiatives, with dependencies mapped.
  • Governance notes: validation rules, approvals, and ownership models surfaced to de-risk rollout.

Yes, Cases are one of the best starting points. The assessment highlights where automation can deliver the biggest wins in Service Cloud, such as:

  • Automated SLA tracking and escalation.
  • Smart routing to the right queue or rep.
  • Enforcing closure notes or required fields via agents.
  • Automating customer follow-ups and notifications.

Because Service Cloud orgs typically have high-volume, repetitive processes, Cases often appear at the top of the agent-ready list.

Traditional consulting discovery can be:

  • Manual and interview-heavy.
  • Expensive and slow (often weeks).
  • Dependent on anecdotal input.

The Agentforce Assessment is:

  • Automated: directly analyzes your org’s metadata.
  • Objective: ranks opportunities by quantified ROI.
  • Faster: results in days, not weeks.
  • Governed: aligns with validation rules and approvals for compliance.

It’s a repeatable, data-driven way to start with Agentforce.

Agents recommended by the assessment can impact key Salesforce service and sales KPIs, such as:

  • First Response Time: agents acknowledge new cases instantly.
  • Case Resolution Time: automation reduces manual handling.
  • SLA Compliance: proactive escalation prevents breaches.
  • Case Escalation Rate: smart routing reduces unnecessary escalations.
  • Customer Satisfaction (CSAT): faster, more consistent resolutions.
  • Data Quality: validation and automation ensure complete, accurate records.

From assessment to ROI

Whether you’re starting with Cases, Sales, or industry-specific processes, the Agentforce Assessment gives you a clear, ROI-driven roadmap to transform your Salesforce org with Agentforce.