Agentforce Readiness

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

Data Foundation

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

Knowledge & Content

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

Process Maturity

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

Technical Readiness

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

Organizational Readiness

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
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Select options to see your score

Category Scores

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.