AGENTFORCE QUICK START

Launch an Agent in 4 Weeks for $39K

Launch a Secure Employee Agent in 4 Weeks for Only $39K

Get a working employee agent that answers policy questions, summarizes cases, and reduces ticket noise.

FSC Agent

For Financial Institutions

Sales & Service Agent

For Real Estate and Commercial

Bring an Employee Agent to life — fast, safe, on budget.

Fast, Safe & On-Budget

No contracts. No delays. Just clarity on scope and next steps.

Get More from Salesforce

Bring clarity, speed, and confidence to every employee interaction.

Embedded Agent

Resolve Cases Faster

Surface Dynamic Summaries

Centralize Policies

What’s Included for $39K

Included for $39K

Everything needed to launch a secure, ready-to-train Employee Agent.

Data 360 Setup

Ingestion data pipelines.

Document Ingestion

Bring policies to life.

Agentforce AI Build

Build and train your agent.

Dynamic Summaries

Summarize cases and accounts.

User Profiles

Ensure safety and compliance.

Training & Handoff

Go live with confidence.

Fortimize Delivers

Trusted by institutions and real estate leaders, modernizing Salesforce securely.

2012

4.9/5

97.8%

3.5 y

Are You Ready for an Internal Agent?

If any of these sound familiar, this 4-week Agentforce build is the right move — fast, safe, and visible.

Challenge
What That Looks Like in Real Life
Scattered Documents
SOPs, PDFs, or reference guides are buried across SharePoint, desktops, and folders — and no one’s sure which version is right.
Overloaded Admins
Your Salesforce team is stretched thin and can’t take on another “AI project” without something breaking.
AI Interest, Real-World Caution
Leadership wants to show progress this quarter — but not risk a compliance nightmare or untested tech.
Smart Use of Remaining Budget
You’ve got a little left to spend and need it to deliver something real before year-end — not just another pilot.
Need for a Quick Win
You want something that proves AI value fast — safe, embedded in Salesforce, and easy to expand later.

Start 2026 With Practical AI in Action

Kick off your 4-week build now and launch your Agentforce coach before budgets reset.

RELATED RESOURCES

* These offers are accelerator-based MVP solutions intended for organizations already running Salesforce products such as Financial Services Cloud, Sales Cloud, or Service Cloud. Pricing reflects standardized, repeatable builds and other assumed parameters and is subject to a pre-sales discovery call to confirm scope and pricing; exclusions apply.

Thought Leadership Paper

Digital Transformation in the Financial Services Industry During COVID by Jim Collins