An Agentforce agent is an AI agent built on the Salesforce platform. It works out what a request needs, uses the topics and actions you give it, and works within Salesforce permissions.
Salesforce Select Partner · Two Agentforce agents live · 30+ Salesforce certifications
Headless Agentforce agents working on your records in the background.
We build Agentforce agents that run without the chat window: called from Flow, Apex, platform events or the Agent API, acting on records within the permissions you set, and tested in Testing Center before they go live.
See the flow
- 20+Enterprise implementations
- 15+Years of team experience
- 30+Salesforce certifications
- 5.0/5Client satisfaction (CSAT)
Proven Success With
30+ Salesforce certifications · 5.0/5 CSAT
New to a headless Agentforce agent?
What is a headless Agentforce agent?
Headless means no chat window. Flow, Apex or another system calls the agent, and it writes its result to records or hands it to a person.
The Einstein Trust Layer still applies, and we log each run so you can review what the agent did and why.
Where you are starting from
How far from the chat window should your agent go?
Most teams start with a chat agent. Moving it into the background happens in steps, and each step needs less human prompting.
Chat agent
An agent people talk to in Lightning, Slack or a website.
Start by listing the requests people repeat every day.
Button or quick action
A person clicks, and a flow calls the agent on that record.
A good first step: one record, one person watching.
Record-triggered
A new or changed record starts the agent with no click.
When the task repeats and the output is reviewed.
Called from outside Salesforce
Another system calls the agent through the Agent API.
When the work starts in a portal, app or partner system.
What we do
What does headless Agentforce agent development include?
Eight workstreams, scoped to the job your agent will do in the background.
- FLW
Flow invocation
Record-triggered, scheduled and platform event-triggered flows.
- APX
Apex invocation
Invocable action calls with bulk and error handling.
- API
Agent API integration
External apps and sites calling the agent over REST.
- ACT
Topics and actions
Instructions, actions, and Agent Script for fixed steps.
- D36
Data 360 grounding
Knowledge and unified records the agent draws on.
- SEC
Permissions and trust
Least-privilege access and trust settings reviewed.
- TST
Testing Center suites
Topics, actions and outputs checked on every change.
- MON
Monitoring
Session traces, alerts and output reviews.
Entry points
How can you run an Agentforce agent without the chat window?
Four entry points. The right one depends on what starts the work and who will maintain it.
Entry point: Flow: AI Agent action
What it suits: Admins calling an agent from record-triggered, scheduled or screen flows
What to watch: Flow time limits and a fault path for every call
Entry point: Apex: invocable action
What it suits: Developers who need bulk handling, custom REST endpoints or calls from Lightning web components
What to watch: Governor limits and handling a failed response
Entry point: Platform event-triggered flow
What it suits: Work started by events from other systems or other parts of the org
What to watch: Event volume and replay after a failure
Entry point: Agent API
What it suits: Websites, apps and other agents outside Salesforce calling over REST
What to watch: Sessions, authentication and agent usage under your contract
One flow
What does a record-triggered Agentforce flow look like?
A new case arrives. A flow calls the agent, the agent proposes the triage, and a supervisor approves anything that goes to the customer.
approved
Case createdRecord-triggered flow
Agentforce agentAI Agent action
KnowledgeData 360 grounding
Customer historyUnified profile
Supervisor reviewApproval step
Case updatedCategory, priority, reply
The record starts it
No one opens a chat. The new case calls the agent through the AI Agent action.
Grounded in your data
The agent draws on your knowledge articles and the customer's records in Data 360.
A person signs off
Category and priority are set by the agent. The customer reply waits for a supervisor.
Autonomy
How much should a background agent change on its own?
Every action is placed on a tier before it is built. Headless agents have no one watching the chat, so the tiers matter more.
- Never
ExamplesDeleting records, changing access, moving money.
ControlsNo action is built for it, so the agent has nothing to call.
- Approve first
ExamplesCustomer emails, discounts, contract changes.
ControlsThe agent drafts; a named person approves in Salesforce.
- Act and log
ExamplesCase category, priority, routing, follow-up tasks.
ControlsRuns alone within field-level permissions, with every change logged.
- Read freely
ExamplesKnowledge articles, order history, account details.
ControlsRead access limited to what the agent is allowed to see.
Testing Center
How do you test an Agentforce agent that has no chat window?
Testing Center suites check that the right topic and actions run and that the output is correct. They run from the Salesforce CLI on every change.
sf agent test run --api-name Case_Triage_Tests --wait 10
- PASSRoutes a billing complaint to the billing topic
- PASSCalls the case lookup action with the right case
- PASSSets priority from the account entitlement
- PASSNever sends a customer reply without approval
- HUMAN REVIEWTone of the drafted customer reply
Topics and actions checked
Each test case states which topic should be picked and which actions should run.
Run from the CLI
Agentforce DX runs agent tests from the Salesforce CLI, so they fit a release pipeline.
Watched after release
Session traces and output reviews catch drift once the agent is live.
How it runs
How does a headless Agentforce project run?
Six steps from one job to a live background agent. Your written proposal sets the scope and milestones before anything starts.
- Choose
- One job and its owner
- Entry point agreed
- Prepare
- Data and knowledge checked
- Agent access and permissions
- Build
- Topics, actions and instructions
- Flow or Apex invocation
- Test
- Testing Center suite
- Bulk and failure cases
- Pilot
- One team or queue
- Outputs reviewed every day
- Run
- Monitoring and alerts
- Monthly tuning, if you want it
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Agentforce setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Communications, Media & TechnologyFour Production AI Systems for a Japanese Contact Centre OperatorCustom AI for a Japanese contact centre operator: recorded and live Japanese call transcription, 16-field emergency form extraction with human review, a bilingual knowledge base, and realtime operator assistance.Custom AI · Speech-to-text · Large language models · Vector searchRead the story 
Financial ServicesAI Deal Matching That Screens Companies Against Every Investor MandateSales Cloud, Agentforce, Data 360 and Prompt Builder for a US private equity advisory firm: mandates, AI first-pass ranking, deep scoring with rationale, and deals created from approved matches.Sales Cloud · Agentforce · Data 360 · Prompt BuilderRead the story 
Financial ServicesSelf-Hosted AI Research Infrastructure Behind a Salesforce Deal EngineSelf-hosted AI agent infrastructure for a US private equity advisory firm: n8n workflows, PostgreSQL, web research and Google Drive mandate documents, deployed with Coolify and writing results back to Salesforce.n8n · PostgreSQL · Coolify · FirecrawlRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
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
Frequently asked questions
Headless Agentforce agents, answered.
Straight answers about calling Agentforce from Flow, Apex and the Agent API, Headless 360, trust and testing.
An Agentforce agent that runs without the chat window. Flow, Apex, a platform event or an external system using the Agent API calls it, and it works on records in the background.
Flow Builder has an AI Agent action for each active agent. The flow passes a message and an optional session ID, and uses the agent's response in later steps.
Yes. Apex can invoke an agent through the invocable action framework, which suits bulk handling, custom REST endpoints and calls from Lightning web components.
A Salesforce REST API that lets external apps, websites and other agents start a session with an Agentforce agent and exchange messages, with synchronous or streamed responses.
Salesforce's name, announced at TDX in April 2026, for making its platform available to agents as APIs, MCP tools and CLI commands. We use those tools where your org has them.
Yes. The agent runs on the same platform as a chat agent. Salesforce now also calls it the Agentforce Trust Layer. We still check field access and log every run.
With Testing Center suites that check topics, actions and outputs, run from the Salesforce CLI on every change, plus bulk and failure cases a chat test would not cover.
Background runs use Agentforce capacity under your Salesforce contract, and Salesforce sets that price. We estimate expected volume with you so your account team can quote it.
Salesforce, Agentforce, Data 360, Einstein, Apex, Lightning, Slack and Headless 360 are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and a Salesforce Select Partner, and is not otherwise affiliated with or endorsed by Salesforce.
Free architect conversation
Talk to an architect, not a sales rep.
60 seconds to brief us. A certified architect replies within one business day.
