Problem: Overdue accounts receivable tasks often go unassigned or forgotten.

Solution: Agentforce runs nightly automations that scan AR tasks not linked to an opportunity and flags or reassigns them for immediate attention.

How It Works:

Scheduled agent (12:00 AM) scans AR records

Identifies orphaned tasks

Reassigns to appropriate pipeline or alerts admin

Flex Credit Use: ~1 credit per scan cycle

Problem: Businesses rely on external firms to chase late payments.

Solution: Agentforce handles collections workflows in-house—escalating based on overdue thresholds and notifying finance when third-party collection is needed.

How It Works:

Triggers when invoice is +30 days

Sends reminder → escalation → routes to collections

Flex Credit Use: Per interaction (email, Slack, escalation)

Problem: Customers ready to pay, fall through the cracks.

Solution: When a customer re-engages (e.g., clicks invoice email), Agentforce launches a smart funnel with follow-ups, payment links, or live agent involvement.

How It Works:

Detects engagement

Triggers dynamic path: pay link → rep call → status change

Flex Credit Use: Per action triggered

Problem: Sales reps accidentally create multiple entries for the same account.

Solution: Agentforce flags and merges duplicate records, ensuring clean CRM data.

How It Works:

Scans on new record creation

Identifies near-duplicate matches

Suggests merge or auto-merges (if approved)

Flex Credit Use: Per de-duplication scan

Problem: Client status is often left outdated or wrong.

Solution: Agentforce auto-updates the “Active Client” checkbox based on deal status or churn triggers.

How It Works:

Monitors deal stage

Updates field dynamically

Flex Credit Use: Minimal (event-driven trigger)

Problem: Reps forget to follow up after meetings.

Solution: Agentforce detects missing activity post-meeting and sends reminders or drafts emails.

How It Works:

Checks meeting log + task record

No follow-up? → Auto-draft email or alert

Flex Credit Use: Per automation run + message

Problem: Deals get stuck in “Proposal Sent” or “Negotiation” for too long.

Solution: Agentforce flags inactivity and sends nudges or follow-up prompts.

How It Works:

Inactivity scan >48 hours

Notification → next steps or client outreach

Flex Credit Use: Per scan + action

Problem: New reps don’t follow your sales process.

Solution: Agentforce enforces guided flows and alerts managers when steps are skipped.

How It Works:

Tracks stages like: Discovery → Demo → Proposal

Sends alerts for deviations

Flex Credit Use: Per process flow + milestone tracked

Problem: Leads sit too long before a rep engages.

Solution: Agentforce sends instant welcome emails or auto-books a call.

How It Works:

Lead enters → welcome flow triggers

Optional: connect to calendar

Flex Credit Use: Per interaction triggered

Problem: Reps spend hours logging emails, calls, and notes.

Solution: Agentforce uses AI to summarize and log interactions automatically.

How It Works:

Pulls from call/calendar/email

Logs summary to Salesforce

Flex Credit Use: Per transcription/summarization

Flex Credits are usage-based credits for automations. Think of them like mobile data—only pay for what you use: Action TypeScheduled Agent Scans, Auto Emails/Tasks, Smart Dedupe/MergesWorkflow, TriggersAI Summaries + Logging