Leverage AI with Salesforce, Even Without Agentforce

👉 You don’t need Agentforce to start using AI inside Salesforce.

If your team is waiting for a full Agentforce rollout to “get into AI,” you're already behind. Because the truth is, Salesforce has AI tools baked in—right now. And with the right strategy, you can start unlocking serious value.

Let’s break it down.

Einstein AI Isn’t Just for Agentforce

Whether you’re using Sales Cloud, Service Cloud, or even Marketing Cloud, Einstein AI is already embedded in your platform. The features are there. What’s missing for most organizations is:

-Strategy
-Enablement
-Adoption

Here’s what your Salesforce org can already do with AI:

- Lead & Opportunity Scoring – Prioritize based on likelihood to convert

- Case Classification & Routing – Auto-categorize service issues and assign to the right agents

- Email Insights – Detect sentiment and urgency from incoming messages

- Forecasting – Improve pipeline visibility with predictive analytics

- Next Best Action – Serve real-time recommendations based on user behavior

All of this can be done without Agentforce—but only if it’s configured correctly.

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Why Most Teams Miss Out

Let’s be honest. Most orgs don’t use Einstein well. Why?

Because activating AI in Salesforce isn’t like flipping a switch. It takes:

- Clean, structured data
- Custom configuration
- Training your team on how to actually use the insights

Without those, you’ll end up with a shiny AI dashboard collecting dust.

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So, What Can You Actually Do Right Now?

Here’s how smart organizations are getting ahead—Agentforce or not.

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1. Start With a Use Case

Don’t launch Einstein just because you “should.” Instead, pick one meaningful outcome:

- Reduce support case resolution time
- Increase sales win rate
- Improve marketing campaign targeting

Then, build backwards from there.

2. Clean and Map Your Data

AI is only as good as the data it runs on. That means:

- Normalizing field values
- Removing duplicates
- Making sure data is consistently captured across teams

3. Turn On Relevant Einstein Features

You don’t have to use everything. Just the features aligned to your goal. Think:

- Einstein Opportunity Scoring
- Einstein Case Routing
- Einstein Activity Capture

4. Train Your Teams

The best AI insight is useless if no one looks at it.
Your reps, agents, and marketers need to understand why the AI is surfacing certain insights—and how to act on them.

5. Monitor, Adjust, Scale

Once your first use case works, you’ll know where to go next. AI in Salesforce isn’t a one-and-done—it’s a flywheel. But it has to start with real results.

You Don’t Need Agentforce. You Need a Plan.

Agentforce is amazing—but it’s not the only way to do AI.
If your organization is using Salesforce and wants to harness the power of AI today, it can. What’s needed isn’t a new product—it’s the right partner.

That’s where BKONECT comes in.

We help companies:

- Identify quick-win AI use cases
- Optimize and clean their Salesforce data
- Activate the right Einstein tools
- Train teams to turn insight into action

And we do it all without waiting for Agentforce.

If you’re holding off on Salesforce AI because you’re not using Agentforce—you’re leaving value on the table. The future is already here. And it’s available in your existing Salesforce org.

You just need the right lens to unlock it.

Let BKONECT help you bring AI to life—on your terms.

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