Agentforce Readiness

Answer a few questions to see if your Salesforce org is ready for AI agents.

Step 1 of 5

Our data is clean with minimal duplicates and consistent formatting

We have good record completeness (key fields are filled in)

Our object relationships are well-structured and documented

We have historical data that agents can learn from

Step 2 of 5

We have a Knowledge Base with articles for common questions

Our knowledge articles are up-to-date and well-organized

We have documented processes and SOPs for agents to follow

We have clear escalation paths and criteria defined

Step 3 of 5

We have repeatable, well-defined business processes

Our Flows and automation are already handling routine tasks

We have clear rules for case routing and assignment

We track metrics on process efficiency and resolution times

Step 4 of 5

We're on Enterprise, Unlimited, or Performance Edition

Our permission sets and security model is well-organized

We have a sandbox environment for testing new features

We have dedicated admin/developer resources or partner support

Step 5 of 5

Leadership supports AI adoption and innovation

We have budget allocated for AI/automation initiatives

Teams are open to changing workflows to incorporate AI

We have identified specific use cases for AI agents

Discuss Your Results

Select options to see your score

Data Foundation 0/4

Knowledge & Content 0/4

Process Maturity 0/4

Technical Readiness 0/4

Organizational 0/4

Check the items that apply to your organization to calculate your Agentforce readiness score.