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Agentforce Health Check™

Date: On request
Location: Design Thinking Center

Fast insight into the health and business impact of your Salesforce AI Agents.

AI Agents need more than just technical setup - they require good conversation design, data foundations, and clear ownership to deliver measurable value. The Agentforce Health Check™ gives you rapid, expert feedback on where your Agents stand today and what quick improvements will increase trust, adoption, and ROI.

What value can Nextview add

  • Proven Agentforce track record – we’ve built, reviewed and scaled AI Agents across Sales, Service & Field
  • Deep Conversation Design expertise – ensuring your Agents feel natural and drive user trust
  • Pragmatic & fast – a focused 1-day review gives clarity without long workshops or heavy documentation
  • Close Salesforce alignment – we know the platform roadmap and help you future-proof your Agents

Deliverables

  • Concise Health Report - clear scorecard & key observations per dimension
  • Top 5 Quick Wins - actionable steps to boost impact immediately
  • Mini-Roadmap - short-term fixes + strategic recommendations for scale
  • Executive Summary Slide - ready to share internally

Preparations

To get fast, expert insight and immediate, actionable quick wins in just one day, we will facilitate:

  • Agent Selection
  • Access Provisioning
  • Adoption Metrics Overview
  • Key Stakeholder Availability

Team

We will assemble teams that have all expertise required for a successful health check.

  • You: Product/Business Line Owner/Salesforce Expert/Admin
  • Us: Business Consultant/Conversational Designer/Agentforce Solution Architect 

Find Out Your Agent's Health Score

Let's start with a complimentary consultation. Register below to book your time. We'll discuss your challenges and confirm this health check is your best first step toward optimization.

Register

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