SI Partners

Partner Guidebook
Your step-by-step guide to success with Agentforce
(Previously Known as The Partner Readiness Guide)
Partner Guide

Agentforce Partner
Journey
Welcome to the Agentforce Partner Guidebook, your
step-by-step resource for launching with Agentforce.
Designed for SI partners, this guidebook is regularly
updated with the latest information and resources.

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Meet Agent Astro

I’ll be your guide to walk you through
each stage of the Agentforce journey
in this guide.
I’ll provide helpful tips, role-focused
notes, and more.
1. Get to Know
Agentforce
Overviews, Demos, Use Cases & Value
Propositions
Step one in your Agentforce journey is understanding the
product. This chapter introduces Agentforce, demonstrates its
capabilities, explores use cases, and highlights its value for
partners.

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1. Get to Know Agentforce

What is
Agentforce?
Agentforce is Salesforce's are able to carry out business tasks
groundbreaking new low-code using a company’s CRM data, external
platform for companies to build, data, and metadata while adhering to
customize, and deploy autonomous strict privacy and security guidelines.
agents that support employees and They can also seamlessly escalate
customers. complex, high-priority queries to
human agents.
With Agentforce, customers have
access to out-of-the-box templates for
Agent Astro Tip
quickly building and customizing
autonomous AI agents that meet No matter your role within your
organization, by taking the time to review
their specific business requirements. these intro materials, you can approach
Utilizing an LLM’s language and the following steps in your journey with a
reasoning capabilities, these agents strategic and holistic mindset to set your
company and customers up for long term
success with Agentforce.

Agentforce Overview & Roadmap Agentforce General Resources

Partner First Call Deck: Slide Agentforce Website: In-depth

presentation shared by PAMs to collection of demos, details, and
introduce partners to Agentforce. more.

Agentforce Enablement Resource

Agentforce Keynote: On-demand
Library: An extensive library of technical
recording of our keynote from
resources for Agentforce enablement.
Dreamforce talking about the vision &
roadmap for Agentforce.
1. Get to Know Agentforce

Why it Matters
for Partners
● Agentforce creates new customer ● The shift to agents creates an even
demand and an incredible bigger opportunity for partners
opportunity for partners to beyond just co-creating agents and
co-create innovative Agentforce implementations, but with
solutions for customers with a high monetizing high value consulting
propensity to buy. focused on business change.
According to IDC by 2028, for every
● Agentforce Agents make use of $1 Salesforce makes, our partner
industry-leading Salesforce ecosystem makes $6.93.
applications to deliver
transformative experiences across ● Partners extend the use of
sales, service, commerce, Agentforce through partner actions,
marketing, and industries. agent actions, zero copy data, and
implementation.

Agentforce Use
Cases
Get inspired to get more
value from AI. Browse
practical use cases for
out-of-the-box and
custom AI solutions for
any industry.

AI Use Case Library

2. Get AI Certified
Certification Prep Tools, Exam
Resources, and More
In this stage of your Agentforce Journey, we'll focus on getting
your team certified. Discover the certification options
available and follow our guided steps to prepare for each one.

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 2. Get AI Certified

Skill Up and Get Your AI Associate

& AI Specialist Certifications
Free to take until the end of 2025

Overview Path to AI Associate Path to AI Specialist

Agentforce - Cert Prep 1. Complete Trailmix 1. Complete Trailmix

Curriculum & Learning 2. Sign up for Partner 2. Watch the AI Specialist

Journey Events* (free) Cert Prep recording; or

We offer resources in 3. Earn Certification + 3. Build your first Agent

Trailhead to get skilled up in Exam Guide
4. Sign up fo the next
AI and Agentforce,
Partner Session
understand the product’s
value and deliver successful 5. Earn Certification and
implementations. Exam Guide

Learner info Agent Astro Tip

1. These exams are free until the end of 2025,
Learning time: so certify as many team members as
~40 hours possible and establish your company as a
Best suited for: leader in the Agentforce ecosystem.
Professionals embarking on the AI journey
and looking to learn more about Copilot, 2. Soon we will offer an Agentforce
Prompts, and AI features. “Implementation Ready” distinction in
Navigator. This will be a huge competitive
Helpful Skills: advantage for partners & the certifications
Experience with Salesforce platform your team gets now will be counted toward
the “Implementation Ready” requirements.
More information coming soon.

Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all registered partners
and Salesforce employees. Access instructions.
3. Deepen Your Expertise
Events, Demo Orgs, Enablement Tools,
Partner Success Resources
This step of your Agentforce journey focuses on preparing for
implementation. Here, you'll find comprehensive trainings,
along with essential tools and resources like demo orgs, FAQs,
and help desks to ensure your success.

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3. Deepen Your Expertise

Deepen Your Expertise with

Advanced Content and Resources
Events, Cohorts & Demo Orgs & Partner Support &
Workshops Enablement Tools Community Resources

Advanced AI+Data Camps & Product & Org Access Agentforce Collaboration
Workshops (search for Group in Partner Community
“Einstein”) Simple Demo Org (Exclusive
to Salesforce Partners) Agentforce FAQs
Video Hub (Includes webinars,
release deep dives & demos) Agentforce Roadmap AI Connect for live
enablement from experts:
Agentforce Upskill: GTM Enablement Resource
Webinars Library AMER/EMEA
APAC/India
Agentforce World Tours LATAM (Portuguese)
Additional Events

See our Marquee events list

in the Drive Demand chapter

Agent Astro Tip

1. Be sure to request an SDO - Salesforce's most popular
demo environment, offering an advanced tool for
pre-sales opportunities. It includes licenses and features
like Agentforce, showcasing the full range of Salesforce
solutions without needing additional provisions.

2. Prioritize attending Agentforce trainings to build your

company’s expertise level. Completing these trainings
sets you up for future Partner Program benefits and
opportunities in FY26. More details coming soon!

3. Don’t see any events near you? Revisit this page soon for
more events. We are adding to the calendar regularly.

Access to the content on Partner Community, Partner Learning Camp (PLC)

and Trailhead is available to all registered partners and Salesforce
employees. Access instructions.
4. Create Demand
GTM Strategy Tools, GTM Resources
This step of your Agentforce journey focuses on going to
market. Here, you'll find tools to shape your GTM strategy,
resources to support your launch, and details on
co-marketing funds to promote your Agentforce offering.

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4. Create Demand

GTM with Agentforce

GTM Strategy Get Listed as
GTM Tools & Resources
Development Agentforce-Ready

Agentforce Upskill Webinars: Partner Connect Pocket

Best Practice Video:
GTM Readiness Guide for Partners: Partner
Agentforce Bill of Materials
& Use Cases Connect is the new go-to
place for listings of all
Overview Deck: Agentforce
Salesforce Partner Agentforce-Ready partners.
Bill of Materials
On-Demand GTM Courses Sign up today to help
customers & AEs find your
Zip File Download:
Co-Marketing Opportunities business.
Agentforce Bill of Materials

Plan ahead for Salesforce Coming Soon: New Partner

Dreamforce ‘24
marquee events on the Tiers: Get to know the new,
Go-To-Market Kit
next page enhanced Partner Tiers and
how they benefit your
business

Agentforce Marketing Funds

Act Now! Agent Astro Tip

This round of applications is currently
A huge key to success is making sure your
closed. Stay tuned for updates on our business is easily discoverable as
next round of applications in 2025. Agentforce-Ready by customers and Salesforce
AEs. You can do this in two ways:
Promote your Agentforce practice using
specialized Market Development Funds. 1. Sign Up for Partner Connect: This is the
official resource to find Agentforce-Ready
(Applications Closed) Market partners starting January 1, 2024.
Development Funds Program Overview
2. Learn the Updates to the Partner Program
(Applications Closed) Apply for Funds Tiers: Make the most of the enhanced features
and visibility offered by the updated tiers.

Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all
registered partners and Salesforce employees. Access instructions.
4. Create Demand

Drive Demand at Upcoming

Salesforce Marquee Events

Event About Location Date

Build and deploy your first AI Agent and discover what AI
Agentforce World Now - Winter
was meant to be with 135+ expert-led sessions and demos. Global Tour
Tours 2025
All in one day, all for free. Register here.

TDX is the Salesforce developer conference of the year. Save San Francisco & March 5-6,
TrailblazerDX (TDX)
the date for this hands-on, technical conference. Salesforce+ 2025

Three days packed with 200+ breakout sessions, 60

San Diego & April 15-17,
Tableau Conference hands-on trainings, keynotes, community-led learning,
Salesforce+ 2025
training and certification add-ons, and more.

Salesforce Connections is the official event for all things Chicago & June 11-12,
Connections
marketing and commerce in the Salesforce realm. Salesforce+ 2025

Mark your calendars for an epic celebration of customer San Francisco & October 14-16,
Dreamforce
success and the most impactful event for your business. Salesforce+ 2025

Agent Astro Tips

● Why attend: Discover the latest innovations and
strategic priorities for partners. Network with customers,
prospects, peers, and leadership.

● How to maximize value: These events allow

opportunities to sponsor, speak in sessions, host
ancillary events, attend additional trainings, host
meetings, connect with sales, and more!

● More info coming soon: the list above will be regularly

updated with additional details such as dates & websites
so check back regularly.
5. Selling Agentforce
Pricing, Packaging, Differentiation, Sales
Resources, Win Demos, Sales Plays
This step of your Agentforce journey is dedicated to selling
Agentforce. Here, you'll find pricing details, strategies to
differentiate your business, sales resources like pitch decks
and value calculators, and customer win demos. You’ll also
learn about a key sales play - Agentforce Activator.

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 5. Sell Agentforce

Selling Agentforce
Differentiation &
Pricing & Packaging Sales Resources
Use Cases

Agentforce Pricing + Coming Soon: Salesforce AI Readiness

Business Value Selling “Implementation Ready” Assessment Tool: a fast
(Webinar Recording) distinction in Navigator way to engage prospects
and start meaningful
Agentforce Pricing + AI Use Cases Library conversations
Business Value Selling
(Slide Deck) Prerequisites for Quick
Wins with Customers
Agentforce ROI Calculator
Agentforce Sales Agent
Pitch Deck

Agent Astro Tip

When looking at the best ways to position Agentforce
to customers, use cases are the key to helping customers
realized value. What are your customers’ pain points?
What tasks are they currently spending time and money
on that could be automated?

Ex: Are they paying large sums to developers who spend

hours each week running reports & verifying users? By
using agents to run & verify reports, customers can save
thousands of expensive developer dollars and reallocate
those hours to more high impact developer tasks.

Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all
registered partners and Salesforce employees. Access instructions.
 5. Sell Agentforce

Sales Play: Agentforce Activator

Launch customer agents in as little as 5 weeks

Agentforce Activator is a Salesforce

offering designed to rapidly configure
and deploy Agentforce capabilities.
It includes predefined use cases to help
businesses validate the business value
and impact of AI-powered agents
within a 5-7+ week timeline,
depending on the scope.
31%
faster adoption
Agentforce Activator can be executed
by Salesforce Professional Services or
by a Salesforce Partner. Customers reported adopting new
Learn more about Agentforce Activator: technologies 31% faster on average
when using a consulting partner.

● Agentforce Activator
Overview/First Call Deck
● Activator Data Sheet Agent Astro Tip
Agentforce Activator has many benefits for
● Activator FAQ partners and customers:
1. It provides a quick and easy win - launching
in as little as 5 weeks!

2. It solves common use cases quickly, resulting

in a strong ROI for customers.

3. It gets your foot in the door with customers

and proves value quickly, establishing you as
their go-to resource when they are ready to
expand into other types of agents.

**Source: 2023 Salesforce Partner Value / AppExchange Customer Success Survey. 2023 survey based on
n=1,000 customers across AMER, EMEA, LATAM and APAC.
6. Amplify & Track Your Wins
Log leads, submit projects, prepare
press releases, share win stories
Now that you've launched with Agentforce, this chapter
focuses on your next steps for amplifying your wins. This
includes logging your leads with Salesforce, sharing your
success stories, and collaborating with Salesforce PR on your
press releases.

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6. Amplify and Track Your Wins

Track Your Projects & Leads

Log Your Leads
To receive lead credit, all leads must be logged in the Partner
Community for review by the Sales Development Team.

● To get started, visit the Partner Community - Business Page

● Consult the FY24 Salesforce Partner Program Policy for
information on referrals and sourced opportunities.
● Reference this resource for help on tracking leads through the
Partner Community

Track Your Project Status

Follow these steps to log your project for Agent Astro Tip
tracking in our Agentforce Project Dashboard: Why are these steps important? Projects are an
important contributor to a partner’s Navigator
● Login to Partner Community, click score.
Manage and then Projects.
● Click New Project and complete the By tracking your leads and projects, Salesforce is
able to give your business proper credit for all the
project information. hard work you are doing with Agentforce.
● Customer Org ID is required. Select the
type of Customer Org (Salesforce, Slack, This also ensures that your business receives all
etc) and enter the Org ID. the benefits you are due.
● Select correct Agentforce Product under
Einstein GenAI category.
● Add Customer Contact info and validate
the customer consent.
● Send optional CSAT Survey. (Note: Partner
will have ability to retroactively send CSAT once
project is complete.)

Learn More Here

Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all
registered partners and Salesforce employees. Access instructions.
6. Amplify & Track Your Wins

Highlight Your Agentforce Success

Partner Story Submissions
Promote your deal wins, go-lives, and success stories to AEs and
customers. Sharing these stories not only boosts your business’s
visibility but also increases your chances of being featured at future
Salesforce events and presentations.

● Submit your stories here

● Coming Soon: Agentforce Partner Story Library

Agent Astro Tip

Sharing your deal win, go-live, and success Agentforce Press Release Process
stories can serve two powerful purposes.
Do you have an Agentforce story you want to
1. It can be used to promote your company
distribute over the newswire? Follow the
to Salesforce AEs, pushing you to the
instructions below to submit press releases for
forefront of their minds for future deals
& opportunities. Salesforce review.

2. It opens the door for potential ● Follow these guidelines to submit press
co-marketing opportunities and/or releases for Salesforce review.
Partner benefits

● Reach out to [email protected]

with questions.

Access to the content on Partner Community, Partner Learning Camp (PLC) and Trailhead is available to all
registered partners and Salesforce employees. Access instructions.
Thank you!
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