Service cases resolved in minutes. Pipeline qualified around the clock. Operational work that used to pile up, handled in the background. Agentforce delivers it on top of your Salesforce data, workflows, and policies. As a leading implementation partner, we stand up high-value agents that work alongside the people who own the work.
Enhances store performance through tailored product suggestions.
Specializes in local attractions and personalized guest experiences.
Streamlines order validation and processing for retailers.
Supports manufacturers with troubleshooting and warranty validation.
Provides on-demand expert troubleshooting for technical product inquiries.
Facilitates the onboarding process for new suppliers across various industries.
Offers 24/7 assistance to employees with policy, benefits, payroll, and other HR-related insights.
Streamlines guest reservations and enhances the overall experience.
Handles product feedback, inquiries, and probes to extract rich insights.
Helps franchisees understand compliance standards and navigate policies for success.
Guides franchisees to enhance store performance through data-driven insights.
Assists consumers with product inquiries and warranty services.
Ensures customers have access to real-time product availability and shipping information.
Expert in loyalty program policies and seamless redemptions.
Taps into product knowledge and PIM systems for personalized recommendations.
Streamlining the loyalty redemption process for customers and partners.
Guiding sales reps to maximize product placement and sales effectiveness.
Empowering retail associates to resolve equipment issues on-site.
Efficiently manage and expedite parts orders for manufacturers.
Expert assistance for customer escalations and HR inquiries.
Assist consumers with alternative order pickup options.
Use AI to drive in-store appointments.
24/7 event booking, planning, and more with digital agents.
Support customers during peak demand with AI.
AI Momentum is our structured program for Agentforce — rapid deployment of the first agent, then a continuous optimization track that improves performance, expands capability, and manages cost as the platform evolves.
AI Momentum for Agentforce was built around two facts. The platform moves fast — what you deployed last quarter is not the platform you'll deploy on next quarter. And agents that aren't tuned, monitored, and extended over time decay quickly into the same dead-end chatbot experience the org just left behind. Our program is the operating model that keeps Agentforce earning its return after launch.
Modular agent library, MCP-compliant orchestration, embedded governance, and a target of an agent in production in under 90 days.
Pattern analysis on agent interactions, accuracy monitoring, consumption management as costs evolve, and direct access to Salesforce AI teams.
“Rosetree Solutions is a critical partner for identifying and developing specific use cases with our joint customers across industries... Rosetree's AI Momentum demonstrates the company's commitment to empowering customers to deliver success with Agentforce from deployment through optimization.”SVP of Global Alliances & Channels, Salesforce
OpenTable deployed Agentforce to handle the high volume of routine support questions from the diner side of the platform. Rosetree built, tested, and launched the diner-facing agent — now handling 10,000+ conversations a week.
“Working with Rosetree to implement Salesforce's Agentforce service agent was an exceptional experience... Their deep expertise in Salesforce and Agentforce was evident every step of the way.”OpenTable
Agentforce comes with a different governance surface than a custom AI build. The policy and adoption work we do reflects that. Permission sets, sharing rules, action limits, and case routing all need to be designed before the agent goes live, not after. Agentforce gives you a lot of guardrails by default — but the ones that matter most for your business depend on what data the agent can reach and what it's allowed to do with it. We treat that governance layer as part of the build, not a phase 2.
Agentforce ships with platform defaults for some of these. The rest are work your team and ours design together.
Which sharing rules, field-level security, and external data sources the agent can read across the org.
Permission sets, approval flows, and the write actions the agent can take without a human in the loop.
Which Salesforce user the agent acts under, how it shows up in audit logs, and who owns its decisions.
What Agentforce platform tools and monitoring you build around it.
How the agent handles Salesforce platform releases and your own metadata changes downstream of them.
Event Monitoring, Field History, and the rest of the Salesforce-native audit surface mapped to your compliance regime.
We partnered with Salesforce as the implementation partner on The RealReal's Agentforce build - agents that help sales reps qualify consignment leads and coordinate shipping logistics, so the team can focus on the high-touch consignor relationship work.
We're a leading Agentforce implementation partner with Summit-tier status, a seat on the Partner Advisory Board, and a growing library of agents in production. Bring us the situation; we'll help you pick the first agent worth building, put the right guardrails in place, and lay the groundwork for a program that scales beyond launch.
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