How Early Adopters Are Turning Agentforce Into Real Results

The first step: Start small, but start now

VTT’s decision to move quickly wasn’t just a tech choice but a cultural one. As a research organisation focused on innovation, trying new tools is part of its DNA. Their Agentforce pilot focused on a narrow use case: automating repetitive outreach and CRM tasks to give their sales and research teams more time for strategic work. The benefits they were looking for? Time savings, better customer responsiveness, and the chance to understand the potential of GenAI first-hand, rather than waiting on industry case studies.

This “start small” mindset is increasingly common among high-performing Salesforce customers. Rather than waiting for a complete AI roadmap to be defined, these organisations identify a business-critical use case, assess data readiness, and launch a targeted pilot. The result: faster learning, real-world feedback, and a clearer sense of where AI can create the most value next.

Readiness is a spectrum, not a requirement.

One of the most common misconceptions about adopting AI in Salesforce is that all your data needs to be pristine before you begin. But the VTT team took a different view: data quality must be good enough, not perfect. That mindset helped them move quickly, avoid over-engineering, and focus on actual business outcomes.

Salesforce’s own Agentforce capabilities are built to work with imperfect data environments. For more complex cases, partners like Fluido support customers in identifying which data sets are fit for purpose, where additional cleanup is needed, and how to design around missing elements. The message is clear: if you’re waiting for perfect data, you’re delaying your competitive advantage.

Implementation doesn’t have to mean complexity.

Too often, GenAI pilots stall before they start, not because the use case is unclear, but because implementation seems daunting. But in VTT’s case, the entire project took just three to four weeks, from setup to go-live.

That speed was possible for two reasons. First, the team focused on out-of-the-box functionality. Rather than reinventing process flows or training custom models, they started with standard Agentforce features. Second, they had internal alignment from the beginning. Sales and IT teams agreed on the value, the use case, and the scope, which allowed for focused execution.

The takeaway for other organisations considering a similar journey is that AI projects don’t have to mean massive transformation. Starting with what’s already available– and customising later– is often the smartest route to value.

Once live, monitor and iterate

As with any AI system, going live is just the beginning. At VTT, monitoring is built into the process. The team regularly reviews how the agent performs, how customers respond, and where human intervention is needed. The goal is not full automation– it’s augmentation. Agentforce reduces the load of repetitive tasks while keeping the customer experience under human oversight.

Over time, VTT plans to build more custom capabilities and expand Agentforce into additional parts of the sales and research process. But they do so based on real-world insights, not assumptions, which sets successful adopters apart.

How to prepare your team

For organisations at the start of their Agentforce journey, the key is to treat AI agents like team members. That means:

• Clear roles: Define what the agent should and shouldn’t do.
  
• Data access: Provide enough information for it to be helpful.
  
• Ongoing supervision: Monitor its actions and adjust when needed.
  

Partners like Fluido are helping organisations shift this mindset and lower the entry barrier. With plug-and-play solutions for common sales and service use cases, it’s now possible to get started with Agentforce in days, not months.

Generative AI is no longer theoretical in the Salesforce ecosystem– it’s operational. And as VTT’s journey shows, you don’t need to wait for a perfect plan to start unlocking value. You just need a clear use case, good-enough data, and a team ready to learn. For those willing to move early, the rewards go beyond efficiency. They include faster insights, better customer interactions, and a stronger foundation for whatever comes next.

Contact our experts to learn how Fluido can support your journey with Agentforce and generative AI or explore our tailored Salesforce solutions.

Want to hear how the project unfolded directly from the team? Listen to Season 4 Episode 3 of the Fluido Moments podcast to hear more from VTT and Fluido.