Extending Salesforce Agentforce’s Capabilities with Activepieces

By Ginikachukwu Nwibe

on Monday, Jun 9th, 2025

Recently, Salesforce released a masterpiece, Agentforce, which is an AI agent that can handle customer service cases, qualify leads, and manage sales workflows.

Most discussions about Agentforce focus on what happens inside Salesforce, which makes perfect sense. After all, that's where these AI agents live and breathe. However, most modern businesses don't live exclusively in Salesforce.

This is why you need high-level workflow orchestration to sync the data between these tools for a smooth workflow.

In this blog, we’ll explore how to extend Agentforce capabilities across 300+ apps with Activepieces.

What Is Agentforce?

Agentforce is an AI agent platform that lets admins build and deploy autonomous digital workers that handle key business processes across sales, service, marketing, and commerce from within your Salesforce environment.

It uses a sophisticated Retrieval-Augmented Generation (RAG) approach built on Salesforce's Data Cloud foundation. This means your AI agents can pull together structured CRM data, unstructured knowledge articles, and external information sources in real-time. It can then generate relevant recommendations or execute actions that make sense for your specific business situation.

Agentforce is genuinely impressive at what it does best: intelligently automating workflows within Salesforce.

Why Would You Want To Extend AgentForce Capabilities With Activepieces

Think of Activepieces as the intelligent orchestration layer that connects your Agentforce AI agents to the rest of your business ecosystem in the following ways.

Complete Automation Coverage

Agentforce handles sophisticated Salesforce-based workflows, while Activepieces orchestrates all-around business workflows, giving you truly comprehensive automation without gaps.
Multiplied Efficiency

Activepieces eliminates manual data shuffling between systems, reduces context-switching, and helps teams to focus their energy on high-value work that drives business results.
Growth-Ready Infrastructure

This powerful combination scales naturally as your business expands into new tools, departments, and markets. Your automation grows with you rather than constraining you.

In the next section, I will show you some high-impact use cases of the integration of Salesforce Agentforce and Activepieces

Learn More: How To Build An AI Sales Agent For Cold Email Outreach

High-Impact Use Cases for Salesforce Agentforce and Activepieces Integration

To give you a better understanding, we will look at the role of Salesforce Agentforce and the role of Activepieces in each use case

1. Intelligent Lead Management and Enrichment

Agentforce’s Role: Agentforce acts as an AI sales assistant inside Salesforce, watching for new leads as they enter the system. The AI agent can automatically analyze a lead’s details (e.g. company size, job title, past interactions) and score or categorize the lead for urgency. It might even draft a personalized initial outreach message or suggest next best actions to the sales rep. For example, Agentforce could detect that a high-value lead just came in and proactively alert the account owner with a summary of relevant info and recommended talking points all within Salesforce.

Activepieces’ Role: Activepieces extends the workflow beyond Salesforce by connecting to external data and communication tools. As soon as Agentforce flags or updates a new lead, Activepieces can kick off automations across other apps. It could enrich the lead by pulling data from a marketing database or social platform (e.g., LinkedIn or Clearbit integration) and update the Salesforce record with that info. It might also log the lead into an email marketing system, schedule a follow-up task in a project management tool, or notify the sales team in Slack that a hot lead has arrived. Essentially, Activepieces bridges Salesforce to all the external systems needed for a complete lead qualification process

Using Agentforce and Activepieces together in this case means lead management becomes AI-driven and end-to-end automated. Agentforce provides intelligent insight and decision-making inside Salesforce (scoring and recommending actions), while Activepieces ensures every necessary external step (data enrichment, notifications, multi-app updates) happens instantly. Leads get responded to faster with richer information, greatly increasing conversion chances.

2. AI-Driven Case Handling and Resolution

Agentforce’s Role: Agentforce serves as a virtual support agent within Salesforce Service Cloud, helping in support triage. The AI agent can read incoming case descriptions, classify their urgency or topic, and provide suggested solutions from the knowledge base. For common issues, Agentforce might automatically respond to the customer with the answer. Agentforce can also decide when to escalate a case or flag it for engineering within the Salesforce case management workflow.

Activepieces’ Role: Once Agentforce has determined the needed action, Activepieces kicks in to carry it out across any external systems. Suppose a customer’s issue requires checking their order status in an ERP. Activepieces can automatically fetch that data and update the Salesforce case notes or email the customer the update. Activepieces can also log a ticket in an external tool like Jira or send a message in Slack/Teams to notify the engineering team, attaching the Agentforce-generated summary of the issue. By connecting Salesforce to inventory, billing, or development apps, Activepieces ensures the support workflow isn’t siloed in CRM.

This combination ensures faster, more holistic case resolution. Agentforce provides the intelligent front-line triage and decision-making, while Activepieces executes the required tasks across all systems without waiting for human intervention. Now you have 24/7 autonomous case handling capability that maintains personalized support quality.

3. Proactive Renewals and Upsell Automation

Agentforce’s Role: The AI agent can continuously check for upcoming contract end dates or subscription terms that are due for renewal. Before a renewal is due, Agentforce might alert the account owner and even generate a task or a reminder with all details. It can also analyze usage data or support tickets logged in Salesforce to gauge account health. If usage is high or new features were adopted, the agent might suggest an upsell (like a higher tier or additional product). If usage is low or support issues are frequent, it might warn of churn risk and recommend a retention offer.

Activepieces’ Role: When Agentforce identifies a renewal or upsell situation, Activepieces handles the multi-system actions needed to follow through. For a renewal alert, Activepieces could automatically draft a renewal quote or order in the CPQ/billing system, pulling the latest pricing and terms, and then send it for approval. If an upsell is suggested, Activepieces can add the new product to the customer’s account or trigger a sequence in a marketing automation tool to share relevant content with the customer.

The integration of Agentforce and Activepieces makes renewal management highly proactive and coordinated. The unique value here is in revenue protection and growth: Agentforce’s AI ensures timely identification, while Activepieces guarantees that once identified, the process moves forward across all required systems without delays. This eliminates the usual scramble of pulling data from various apps to assemble renewal paperwork.

4. Customer Onboarding

Agentforce’s Role: As soon as a deal is marked “Closed Won” or a new account is created, the Agentforce AI agent springs into action. Inside Salesforce, it can automatically generate an onboarding checklist tailored to the customer (based on products purchased, customer size, etc.), creating tasks for internal teams. Agentforce can orchestrate the plan and initial communication, making sure the customer feels attended to immediately and that internal teams are alerted to their responsibilities.

Activepieces’ Role: Once Agentforce kicks off the process, Activepieces can configure the new customer’s accounts in every relevant platform: for instance, open a new project in the project management tool (e.g., Asana, Trello) for the implementation team. It can also notify all stakeholders by sending a Slack message to the customer success team and an email to the finance team that “Customer X onboarding has started, here are the details…” including links to relevant records. Activepieces ensures that the customer’s details are synced to the support helpdesk so they can get assistance without re-explaining who they are.

This combination of Agentforce and Activepieces delivers a flawlessly coordinated onboarding experience that impresses customers and reduces internal workload. No more waiting days for various departments to manually set things up. Internally, teams have clear visibility and fewer emails since tasks are automatically created and systems are already updated. This leads to higher customer satisfaction as new clients feel the company is on top of everything from Day 1. It also means customers can start seeing the value of the product or service sooner.

Get Started Today

You don’t have to have Salesforce Agentforce to enjoy these benefits in your business processes. Activepieces can autonomously handle these workflows, keeping your customers satisfied and employees happy and motivated about their jobs.

So instead of waiting to get AgentForce, you can start enjoying these benefits by creating a free Activepieces account and connecting it to your Salesforce or other CRMs (zero code needed)

FAQ

Q: What is Agentforce?

A: Agentforce is Salesforce’s AI agent platform that lets you build and deploy autonomous “AI agents” inside your CRM. These agents leverage real-time data from Sales Cloud, Service Cloud, and Data Cloud with Einstein-powered predictive models to score leads, route cases, draft renewals, and more, all without human intervention.

Q: How do I integrate Agentforce with other apps?

A: You can connect Agentforce to any external system using Activepieces’ no-code automation flows. Simply trigger your Agentforce AI agent via a Custom API Call in Activepieces, then add actions like updating Google Sheets, sending Slack alerts, or creating invoices in your ERP. This enables your AI-driven Salesforce workflows to extend across your entire tech stack.

Q: Do I need Enterprise Edition to use Activepieces?

A: No. Unlike Salesforce Agentforce, which requires Enterprise or Unlimited editions plus an add-on license, Activepieces works with any Salesforce edition. You just connect your Salesforce account and start building AI workflows with 300+ apps right away.

Q: Can I call custom Agentforce actions?

A: Absolutely. In Activepieces, use the HTTP Request action to invoke any Agentforce REST endpoint.