Salesforce AI & Automation Consulting

At EruditeWorks, we go beyond basic AI enablement—we help you integrate Salesforce’s AI capabilities into your business workflows for real, measurable impact. Whether you’re aiming to predict sales trends with Einstein Forecasting, route leads intelligently with AI-powered scoring, or automate case resolutions using Agentforce and bots, our team ensures AI becomes a driver of efficiency, not complexity. We tailor each implementation to your unique business needs and data structure—so your team gets actionable insights, smarter automation, and reduced manual overhead.

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Why Erudite for Salesforce AI & Automation Consulting ?

At EruditeWorks, we guide you through the entire AI & automation journey—from strategic planning to execution and optimization: We begin by identifying high-impact scenarios—such as predictive lead and opportunity scoring, case deflection, churn signals, or campaign personalization—that align with your business goals. We configure Einstein AI features like Lead & Opportunity Scoring, Forecasting, Activity Capture, and Case Classification, tailoring them to your data structure, workflows, and governance needs. To deliver next-gen automation, we build and configure custom AI agents using Agentforce, such as Service Agents to resolve support issues, Sales Coach agents for seller guidance, and Marketing Agents for campaign optimization. Our team sets up secure data access, defines agent behavior, and integrates your CRM, Data Cloud, and external systems so agents can act intelligently and autonomously.

Services in Focus Salesforce AI & Automation Consulting

Einstein AI Implementation Services

Salesforce Einstein AI adds a powerful layer of intelligence across your CRM, helping your team make smarter decisions, automate repetitive tasks, and uncover actionable insights hidden in your data.

At EruditeWorks, we specialize in setting up, customizing, and scaling Einstein AI capabilities across Sales, Service, and Marketing Clouds—so you can operate with speed, precision, and confidence. Einstein is Salesforce’s native artificial intelligence platform, built directly into the Salesforce ecosystem. It uses machine learning, predictive modeling, and natural language processing to enhance every user interaction with data-driven recommendations, forecasts, and automation.

Agentforce AI Automation & Enablement Services

The future of Salesforce is AI-powered, and Agentforce sits at the center of that transformation. At EruditeWorks, we help businesses activate and customize Agentforce AI tools to drive smarter, faster, and more personalized user experiences.

From guided selling to service resolution suggestions, we turn AI into your team’s most powerful assistant. Agentforce is Salesforce’s generative AI framework that combines Einstein Copilot, Next Best Actions, and contextual automation to support users throughout their day-to-day workflows.

Einstein AI Implementation

Automatically rank leads and deals based on likelihood to convert or close. Your sales reps focus on the highest-value prospects, improving win rates and reducing time spent on cold leads. Say goodbye to manual spreadsheets and guesswork. We implement AI-powered sales forecasting models that learn from historical patterns to provide more accurate, adaptive forecasts.

Use AI to auto-classify support cases and route them to the right agent or team—speeding up resolution times and reducing customer frustration. Surface intelligent, context-aware suggestions to sales and service reps at the moment of need—whether it’s recommending a product, a discount, or a follow-up action.

AI Readiness & Data Quality Audit

We assess whether your Salesforce data is structured and clean enough for Einstein to be effective.

Use Case Mapping

We work with your business teams to identify the most impactful areas for AI—like lead prioritization, churn prediction, or service case triage.

Configuration & Enablement

From field mapping to model activation and training, we take care of every step of Einstein AI setup within Salesforce.

Agentforce AI Implementation

We enable Copilot to allow users to interact with Salesforce using natural language. Reps can ask for summaries, create tasks, update records, and receive instant guidance, all through a simple chat interface. Surface real-time, data-driven suggestions to users like product recommendations, follow-up steps, or escalation triggers, based on business logic, AI models, and real-time data context. Automate the generation of opportunity or case summaries, email follow-ups, and meeting notes, ensuring accurate documentation while saving time.

Deploy intelligent automation that reacts to a user’s actions and CRM context. For example, auto-drafting renewal proposals when a contract nears expiry, or suggesting upsell paths mid-deal.

User Role-Based Configuration

We customize Copilot and Agentforce prompts, actions, and flows for specific personas like Sales Reps, Service Agents, and Customer Success Managers.

Secure Data Access Setup

Ensuring only the right data is accessed and exposed based on user permissions and your security model.

Ongoing Optimization

Post-implementation, we monitor usage patterns and feedback to refine actions, improve recommendations, and scale to additional use cases.

Expertise in Salesforce AI & Automation

At EruditeWorks, we empower businesses to unlock the full potential of Salesforce’s AI capabilities. By leveraging tools like Einstein AI, Agentforce, and intelligent automation features, we help you automate tasks, gain predictive insights, and deliver highly personalized customer experiences.

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