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SynconAI agent library

Agentforce agents, built to do the work.

50 Salesforce AI agents, each designed, built and tested by our team and handed to you as source. Search for the job you want done, or start with your team.

5.05 client reviewsSalesforce Select Partner30+ Salesforce certifications

The library

Find the agent for the job

Pick an area or search. Each agent opens to its own page: what it does, the rules it follows and how it is built.

Filters
Business area
Status
Works with
Where it works
Built with

50 agents

Sales and revenue

Prep reps for meetings, triage leads, keep the pipeline honest and get quotes out.

8 agents
  • Coming soon

    Meeting Prep Brief Agent

    Gives a rep a one-page brief for an upcoming meeting from Slack or the Salesforce Employee Agent panel.

    • Agentforce
    • Sales Cloud
    • Service Cloud
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Pipeline Hygiene Agent

    Finds unhealthy opportunities each weekday, asks each owner in Slack to fix them.

    • Agentforce
    • Sales Cloud
    • Slack
    Works with your team
  • Coming soon

    Inbound Lead Triage Agent

    Scores new web leads with a fixed rule table, summarizes them, routes them by territory.

    • Agentforce
    • Sales Cloud
    • Slack
    • Email
    • In the background
    Runs in the background
  • Coming soon

    Post-Meeting Follow-up Agent

    Turns a rep's dictated note or pasted transcript into proposed record updates, follow-up tasks and an email draft.

    • Agentforce
    • Sales Cloud
    • Slack
    • Mobile app
    Works with your team
  • Coming soon

    Renewal Radar Agent

    Watches contract end dates, creates one renewal opportunity per contract inside the 120 day window, rates renewal risk with a fixed rule.

    • Agentforce
    • Sales Cloud
    • Service Cloud
    • Slack
    • Email
    • In the background
    Runs in the background
  • Coming soon

    Quote Request Agent

    Builds a quote from a rep's Slack request, checks the discount against policy and routes it for approval.

    • Agentforce
    • Sales Cloud
    • Revenue Cloud
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Win/Loss Analyst Agent

    Interviews the rep in Slack when an opportunity closes, saves a coded reason and posts monthly trends.

    • Agentforce
    • Sales Cloud
    • Slack
    Works with your team
  • Coming soon

    Prospect-to-Offer Matching Agent

    Matches a prospect to the best offers in a catalog (service packages, partners or investment vehicles) using fixed filters and weights.

    • Agentforce
    • Sales Cloud
    • Data 360
    • Slack
    • Salesforce
    Works with your team

Customer service

Answer customers, triage and route cases, and hand over without the customer repeating themselves.

8 agents
  • Coming soon

    Case Triage & Routing Agent

    Reads every new Case as it is created, classifies it, sets the priority, assigns it to the right queue, attaches the most relevant Knowledge article.

    • Agentforce
    • Service Cloud
    • Slack
    • In the background
    Runs in the background
  • Coming soon

    Escalation Summary Agent

    Gives a human agent a short, accurate briefing the moment a chat or case is handed over from an AI agent or another team.

    • Agentforce
    • Service Cloud
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Document Intake Agent

    Reads a receipt, screenshot or PDF uploaded in chat, confirms the details with the customer and fills the Case.

    • Agentforce
    • Service Cloud
    • Website chat
    • Salesforce
    Talks to customers
  • Coming soon

    Order Status & Returns Agent

    Answers where is my order questions and starts returns inside the chat.

    • Website chat
    • WhatsApp
    Talks to customers
  • Coming soon

    Knowledge Gap Finder Agent

    Reviews the last 30 days of closed cases every Monday, finds topics that were solved without a Knowledge article, groups them.

    • Agentforce
    • Service Cloud
    • Slack
    • Salesforce
    • In the background
    Runs in the background
  • Coming soon

    Voice Front Desk Agent

    Answers the business phone when nobody can.

    • Agentforce
    • Service Cloud
    • SMS
    • Phone
    Talks to customers
  • Coming soon

    Complaint Handling & Goodwill Agent

    Receives customer complaints in chat, logs them as complaint Cases, responds with empathy.

    • Agentforce
    • Service Cloud
    • Website chat
    • Customer portal
    • Email
    Talks to customers

Field service and operations

Book repairs, wrap up jobs, check parts and warranty, and walk inspections.

6 agents
  • Live demo

    Repair Booking Agent

    Books repairs at any hour and sends emergencies straight to Dispatch.

    • Agentforce
    • Service Cloud
    • Field Service
    • Website chat
    Talks to customers
  • Live demo

    Job Wrap-up Agent

    Turns one technician's note into the report, parts and customer email.

    • Agentforce
    • Field Service
    • Field Service app
    Works with your team
  • Live demo

    Parts and Inventory Check Agent

    Finds the part on every van and shelf, and protects the next job.

    • Agentforce
    • Field Service
    • Field Service app
    Works with your team
  • Coming soon

    Warranty and Asset Lookup Agent

    Takes a serial number and returns warranty status, entitlement, service history and a suggested next action.

    • Agentforce
    • Service Cloud
    • Field Service
    • Slack
    • Field Service app
    • Salesforce
    Works with your team
  • Coming soon

    Quote-to-Site-Visit Agent

    Collects scope and photos for a trade inquiry, gives an indicative price range from your rules and books the estimator.

    • Agentforce
    • Sales Cloud
    • Website chat
    • WhatsApp
    Talks to customers
  • Coming soon

    Inspection Checklist Agent

    Walks an inspector through a site inspection one item at a time, records results with notes and photos.

    • Agentforce
    • Field Service
    • Slack
    • Field Service app
    Works with your team

Employee and internal ops

Agents your own staff talk to in Slack: policy, leave, expenses, time, onboarding and admin requests.

8 agents
  • Coming soon

    Policy & Handbook Q&A Agent

    Answers staff questions about company policy directly from the handbook and policy documents, quotes the clause it used.

    • Agentforce
    • Data 360
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Leave Request Agent

    Lets staff request leave in Slack, checks their balance, creates the request and routes it to their manager for approval.

    • Agentforce
    • Salesforce Platform
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Expense Receipt Agent

    Reads a receipt photo or PDF, extracts vendor, date, amount and tax.

    • Agentforce
    • Salesforce Platform
    • Website chat
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    New Hire Onboarding Agent

    Runs each new hire's onboarding: the checklist, access requests, a Slack welcome space and first-week answers.

    • Agentforce
    • Salesforce Platform
    • Slack
    • Salesforce
    • In the background
    Works with your team
  • Coming soon

    Timesheet Capture Agent

    Asks staff for their hours in Slack each afternoon and turns a plain reply into time entries on the right projects.

    • Agentforce
    • Salesforce Platform
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Weekly Status Report Agent

    Compiles a weekly status report for each active project from Salesforce records and posts it to Slack and email every Friday.

    • Agentforce
    • Salesforce Platform
    • Slack
    • Email
    • Salesforce
    Runs in the background
  • Coming soon

    Salesforce Admin Request Agent

    Takes Salesforce change requests from staff in Slack, checks whether the field or report already exists.

    • Agentforce
    • Salesforce Platform
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    Internal Knowledge Concierge

    Answers internal questions by searching documents in a Data Library, wiki and drive content through MCP server tools, and Slack history.

    • Agentforce
    • Data 360
    • MCP
    • Slack
    • Salesforce
    Works with your team

Industry agents

Shaped for education, property, real estate, lending, health, hospitality and professional firms.

8 agents
  • Coming soon

    Student Inquiry & Enrollment Agent

    Answers course questions, captures the parent's details and the student's needs, recommends a program and books a trial lesson.

    • Agentforce
    • Sales Cloud
    • Service Cloud
    • Website chat
    • WhatsApp
    Talks to customers
  • Coming soon

    Property Maintenance Request Agent

    Takes a maintenance report, asks for photos, classifies urgency, creates the Case and Work Order and notifies the property manager.

    • Agentforce
    • Service Cloud
    • Experience Cloud
    • Website chat
    • Customer portal
    • WhatsApp
    Talks to customers
  • Coming soon

    Professional Services Intake Agent

    Captures a prospect's matter for a law, accounting or consulting firm, runs a conflict pre-check and books the first consultation.

    • Agentforce
    • Sales Cloud
    • Experience Cloud
    • Website chat
    • Email
    Talks to customers
  • Coming soon

    Event & Venue Booking Agent

    Takes a group event brief, finds suitable venues and dates, builds a quote from packages, places a 48 hour date hold.

    • Agentforce
    • Sales Cloud
    • Website chat
    • Email
    Talks to customers
  • Coming soon

    Loan Document Collector Agent

    Tracks the document checklist for a loan application, asks the applicant for missing items.

    • Agentforce
    • Sales Cloud
    • Experience Cloud
    • +1
    • Customer portal
    • SMS
    • Email
    Talks to customers
  • Coming soon

    Clinic Front Desk Agent

    Handles administrative front desk tasks for a medical or allied health clinic: booking, rescheduling, canceling, reminders and practical questions.

    • Agentforce
    • Service Cloud
    • Health Cloud
    • Website chat
    • SMS
    Talks to customers

Nonprofit and community

Volunteers, events, donors, grants and the people your services exist for.

7 agents
  • Coming soon

    Volunteer Registration & Matching Agent

    Registers new volunteers in a website chat and matches each one to open roles and shifts.

    • Agentforce
    • Experience Cloud
    • Nonprofit Cloud
    • +1
    • Website chat
    • Customer portal
    Talks to customers
  • Coming soon

    Event Registration Concierge

    Answers event questions, registers attendees as Campaign Members, records dietary and access needs.

    • Agentforce
    • Sales Cloud
    • Nonprofit Cloud
    • Website chat
    • WhatsApp
    Talks to customers
  • Coming soon

    Volunteer Shift Reminder & Backfill Agent

    Reminds volunteers before shifts, accepts cancellations by text or WhatsApp reply.

    • Agentforce
    • Nonprofit Cloud
    • Salesforce Platform
    • WhatsApp
    • SMS
    • Slack
    Talks to customers
  • Coming soon

    Donor Thank-You & Stewardship Agent

    Reacts to each new gift, drafts a personal thank-you from the donor's history, flags major gifts, and schedules the follow-up.

    • Agentforce
    • Nonprofit Cloud
    • Salesforce Platform
    • Slack
    • Email
    • Salesforce
    Runs in the background
  • Coming soon

    Grant Deadline Tracker Agent

    Watches grant report deadlines, alerts the owner at 30, 14 and 7 days, checks which required measures have recorded results.

    • Agentforce
    • Nonprofit Cloud
    • Salesforce Platform
    • Slack
    • Email
    Runs in the background
  • Coming soon

    Beneficiary Intake Agent

    Runs a calm, short intake conversation for people seeking help from a community service.

    • Agentforce
    • Service Cloud
    • Nonprofit Cloud
    • +1
    • Website chat
    • WhatsApp
    Talks to customers
  • Coming soon

    Impact Report Writer Agent

    Pulls program outcomes, participation and gift totals from Salesforce and drafts board, funder or public impact reports.

    • Agentforce
    • Nonprofit Cloud
    • Salesforce Platform
    • Slack
    • Salesforce
    Works with your team

Admin, data and platform

Keep Salesforce data clean, answer from approved reports, and connect outside assistants safely.

5 agents
  • Coming soon

    Duplicate Detector & Merge Assistant

    Scans Leads, Contacts and Accounts each week, explains every likely duplicate pair in Slack.

    • Agentforce
    • Salesforce Platform
    • Slack
    Works with your team
  • Coming soon

    Data Quality Coach Agent

    Finds records with missing fields, asks each record owner in Slack for the value, and writes the owner's reply to the record after validating it.

    • Agentforce
    • Sales Cloud
    • Service Cloud
    • Slack
    Works with your team
  • Coming soon

    Report & Dashboard Q&A Agent

    Lets leaders ask for a business number in Slack and get the answer with an as of time and the report link.

    • Agentforce
    • Salesforce Platform
    • Slack
    • Salesforce
    Works with your team
  • Coming soon

    MCP-Connected Agent

    Publishes two governed Salesforce tools on a Salesforce hosted MCP server so an outside AI assistant can look up an account and create a support case, and nothing else.

    • Agentforce
    • Service Cloud
    • Slack
    • MCP
    Works with your team
  • Coming soon

    Multi-Agent Concierge

    One front door that verifies the customer once and hands them to the right specialist agent for orders, bookings or quotes.

    • Agentforce
    • Service Cloud
    • Website chat
    • Slack
    Talks to customers

Side by side

Compare agents

Business area
Status
Agent type
Works with
Where it works
Runs on
Approved actions
Salesforce records it uses
Test conversations
Built with
Delivered build
Next step

How an agent works

The agent holds the conversation. Salesforce decides.

One request through the Repair Booking Agent: the path every agent in the library follows.

  1. 01

    A request or a trigger

    A customer writes, a technician speaks, or a record changes.

    "I can smell gas"
  2. 02

    The agent routes it

    It reads the request and hands it to the right subagent.

    Safety first
  3. 03

    An approved action runs

    Apex or Flow does the work, with only the access it needs.

    Dispatch alerted
  4. 04

    Salesforce keeps the record

    Facts come from your org; every change is a normal record.

    Critical work order
  5. 05

    A person makes the call

    Money, approvals and emergencies go to a named person.

    Dispatch queue
  6. 06

    Replayed before release

    The same conversation is re-run before every change ships.

    Regression set

How we build

Built end to end by our team, on the whole Salesforce platform

No black box and no third-party bot. The agent, the actions, the data model, the staff screens and the tests are written by SynconAI architects and developers. The counts are read from the library.

01

The agent

Reasoning and rules
  • Agentforce Builder50 agents
  • Agent Script50 agents
  • Prompt Builder30 agents
02

The actions

What it is allowed to do
  • Apex invocable actions35 agents
  • Flow50 agents
  • Standard actions
03

The data

Where facts come from
  • Salesforce objects and custom metadata
  • Knowledge2 agents
  • Data 360 grounding3 agents
04

The channels

Where people reach it
  • Website chat, WhatsApp, SMS21 agents
  • Slack33 agents
  • Phone (Agentforce Voice)2 agents
  • Portals (Experience Cloud)6 agents
05

The connections

Beyond Salesforce
  • MCP tools for outside assistants2 agents
  • APIs, payment and carrier links
  • Lightning Web Components for staff
06

The proof

Before anything ships
  • Testing Center replay50 agents
  • Apex tests on every action
  • Least-privilege permission sets
  • 50Agents in the library
  • 263Approved actions designed
  • 1060Apex tests passing on the live agents
  • 90%+Apex coverage on every live agent

Where you are starting from

Your first agent, a pilot that stalled, or the next ten

  • START 01

    No agents yet

    Your first agent

    We pick one job with a clear win, build it properly and get it adopted.

    • One job, scoped in writing
    • Built in a sandbox of your org
    • Live with a pilot group
  • START 02

    A pilot that stalled

    Agents that guess or wander

    We read what was built, then fix grounding, actions and testing.

    • Actions instead of free text
    • Rules the agent cannot skip
    • A regression set you keep
  • START 03

    Agents live, want more

    Scale from the library

    We add agents from this library, all built to the same standard.

    • Shared actions and objects
    • One test suite across agents
    • One team that knows your org
Agents your team trusts, in productionApproved actions, real records, tested on every change

Proven Success With

30+ Salesforce certifications · 5.0/5 CSAT

Client reviews

What clients say about working with our architects

See how teams describe working with SynconAI, from first scope to production delivery.

5.0 average · 5 verified reviews

 Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide

Simply Outstanding

“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”

Sales CloudService CloudAgentforce
Jack BennettConsumer Goods & Retail · United States

“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”

Sales CloudService CloudNonprofit Cloud
Salesforce Managed ServicesAustraliaSalesforce Verified

“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”

Sales CloudSlackFlowAgentforceMuleSoft
ManufacturingAustraliaSalesforce Verified

“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”

Sales CloudFinancial Services CloudArchitectureAI
Financial ServicesUnited StatesSalesforce Verified

“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”

SalesforceExperience CloudCustom DevelopmentAutomationReporting
Salesforce ImplementationSalesforce Verified

What buyers ask us

Questions about Agentforce agents

  • What is an Agentforce agent?

    An Agentforce agent is an AI agent that runs inside Salesforce. It understands a request in plain language, decides which approved action to take, and carries it out on your Salesforce records: booking a visit, routing a case, drafting a quote. It works with your customers in chat, voice or messaging, or with your own staff in Slack and the Salesforce apps, or in the background on a trigger.

  • Which agents can I see working today?

    The agents marked Live demo have a film of a real run on a Salesforce org, with the conversation and the records it created. The others are marked Coming soon: each has a full brief and is being built to the same standard, one at a time.

  • Can you build an agent that is not in the catalog?

    Yes. The catalog shows the agents we have designed in depth, but most engagements start from a task the client already has. We scope the agent, the actions it needs and the rules it must follow with you before anything is built.

  • What do you need from us to get started?

    Agentforce enabled in your org, the Salesforce products the agent works with, and the rules only you can supply: your wording, your thresholds, who approves what and where escalations go. Each agent page lists exactly what that agent needs.

  • How do you stop an agent making things up?

    Agents read facts from Salesforce through approved actions and repeat them exactly; they never quote prices, dates or policy from memory. Each agent has written rules for what it may never do, and those rules are tested by replaying conversations before every release.

  • How long does it take to get an agent live?

    It depends on your org and on the rules the agent has to follow. We scope it with you on a call and give you a fixed plan before work starts.

Request a demo

Request a demo

An architect shows you a live agent on a real Salesforce org and walks through how this one would work in yours. We reply within one business day.

No obligation. An architect replies, not a sales sequence.

Protected by reCAPTCHA. Google's Privacy Policy and Terms apply.