Set your foundation for long-term Agentforce success.
Salesforce Customer Success offers self-service resources and expert services from our CRM, AI, and data experts with a special focus on Agentforce, the agentic layer of the Agentforce 360 Platform, through Success Plans and Professional Services.
Trailhead
Learn how Agentforce fits your business goals, launch your first agent, and build a plan for AI success.
Success Plans for Agentforce
Achieve your workplace efficiency goals with Agentforce using innovative tools, guidance, and support.
Agentforce Phase 0
Launch your agent in weeks by working with the Agentforce experts closest to the product. Get a clear view of agent usage and costs up front and plan your path to a fully agentic experience.
Explore our solutions for every stage of your Salesforce journey.
Success Plans
Standard Success Plan
Set your company up for success with free, always-on resources and essential support for all your needs.
Premier Success Plan
Start strong and discover new ways to get more value from Salesforce every day with personalized programs, expert guidance, and expedited support.
Signature Success Plan
Clear a path to become an agentic enterprise and run at peak performance with your go-to advocate, specialized programs, and the fastest support.
Professional Services
Strategize
Align on a transformation strategy that prioritizes business outcomes, and develop an actionable, step-by-step roadmap to achieve it.
Prototype
See how products work in your environment, with your data, using a functioning prototype built in your sandbox. We’ll help you get your setup just right and minimize risk before full-scale implementation.
Implement
Deploy the full power of the Agentforce 360 Platform with confidence that it’ll be done right the first time. You’ll get to value quickly, and you’ll have a stable foundation for long-term success.
Innovate
Keep innovating with the latest products and best practices. We help you implement governance that works, improve the experience for your end users, and increase adoption.
Expert Services
When you need extra help to reach an important goal, add a Salesforce expert to your team. With a broad range of specialties from advisory to development, we have the expertise you need to get the job done right.
Keep up with the latest Salesforce Customer Success trends, insights, and conversations.
Salesforce Customer Success FAQ
Salesforce Customer Success offers self-service resources and expert services from our CRM, AI, and data experts with a special focus on Agentforce, our AI-powered agent solution, through:
Success Plans: Three levels to help you get the most out of Salesforce, including tools to enhance your use of Agentforce with dedicated support.
Professional Services: Comprehensive advisory and implementation services, including Agentforce deployments from Salesforce's leading consultants.
Salesforce Customer Success maximizes your ROI, drives user adoption, and provides solutions like Agentforce Activator to accelerate your business goals. With proactive support and data-driven insights, we ensure long-term growth and seamless integration. Access to our product experts ensures your business achieves your set goals.
As a Salesforce customer, you immediately have access to our Standard Success Plan, which includes essential resources to help you get the most out of Agentforce. For more advanced support, such as optimizing Agentforce, connect with your Account Executive to explore the best solutions for your business needs.
Success is unique to your organization, and Customer Success is here to help you achieve your goals. Whether you're focused on measurable results, AI adoption with Agentforce, or overall business growth, we provide the expertise and resources to support you every step of the way.
Customer Success offers everything you need to get started with Agentforce—from free resources like Trailhead to Success Plans that provide on-demand tools and tailored support. For customized solutions, Salesforce Professional Services can quickly deploy an AI agent aligned with your company’s goals and define a roadmap to scale AI-driven automation enterprise-wide. Learn more aboutAgentforcePhase 0 andCTO Offerings.