Salesforce needs no introduction as a market-leading customer relationship management (CRM) platform, but its latest innovation, Agentforce, is generating a well-deserved buzz of its own.
Thanks to this development, businesses can now set up AI-powered agents directly in Salesforce to handle various routine tasks that have, until now, pulled your team away from other, more important business responsibilities, freeing them up to focus on higher-value strategic work.
Tableau, Salesforce’s advanced data visualisation and analytics platform, also plays a key role in this evolving ecosystem. The opportunities? Endless. The capabilities? Exceptional. Erik Van Boven, Business Development Manager at MOYO, explains:
Introducing Agentforce
Salesforce’s Agentforce refers to AI-powered agents within Salesforce, designed to handle tasks across sales, marketing, and customer service. Agentforce agents operate autonomously by retrieving the right data on demand, building action plans for any task, and executing these plans without needing human intervention.
Using real-time data to adapt to changing conditions, they operate independently within your organisation’s specific guardrails to ensure every customer interaction is accurate.
Agentforce in Action
An e-commerce company can use an Agentforce-powered assistant to automatically take customer orders and respond to queries. After verifying a customer’s identity, the agent can retrieve order and shipment information, review order history, and even determine return eligibility without any human intervention.
In another test we ran at MOYO, a hospitality client used Agentforce to create a digital concierge for a resort. The AI-powered assistant was able to provide personalised responses, manage bookings, and address customer requests independently.
“From a customer experience side, Agentforce will undoubtedly change how customer support teams operate,” says Erik Van Boven, Business Development Manager at MOYO.
The Salesforce and Tableau Connection
Tableau serves as the backbone of Salesforce’s AI agents. Agentforce is the AI decision-maker, while Tableau is the data brain feeding it critical insights. Together, they allow organisations to automate actions and ensure those actions are driven by comprehensive, trusted data.
Tableau Next is deeply integrated with Agentforce, putting agentic AI at the heart of this new analytics experience for every user. It comes with pre-built analytics skills to empower humans and enrich agents to go from data to insights to action faster than ever before.
This unified view of your data, wherever it might reside, promises to deliver greater value for your business.
From Analytics to Insights – Bigger and Better
While Salesforce’s native reporting tools provide basic functionality, Tableau has long been the preferred platform for advanced, interactive, and predictive analytics within the Salesforce ecosystem.
Tableau is at the core of this integration. It will bridge Salesforce data with other organisational datasets, filling a critical gap since Salesforce alone cannot access all external data. It aggregates these disparate sources into a single view to deliver clear, actionable insights that far surpass traditional static reports.
Tableau will empower users to explore data dynamically and make smarter, forward-looking decisions.
Your Salesforce + Tableau Partner
Salesforce supplies the core products and licensing, MOYO makes them work for your organisation’s specific needs. “We’ve long since been Salesforce and Tableau specialists,” says Erik Van Boven. “Now we’re helping companies leverage the dual potential of these new AI agents. The insights you can extract are business-changing.”
When you work with Moyo, you benefit from:
- Proven expertise: Access over 15 years of deep experience in Tableau analytics combined with growing Salesforce skills, ensuring your solutions are built on solid foundations.
- Effortless integration: Gain richer, more actionable insights through our ability to smoothly connect Salesforce and Tableau platforms tailored to your business needs.
- Direct support access: As a certified Salesforce partner with strong Tableau capabilities, we provide you with priority access to technical support and the latest tools.
- End-to-end service: We handle everything from implementation to customisation and ongoing management.
- Exclusive insights: Our trusted collaboration with Salesforce means you’re among the first to benefit from new features and innovations as they become available.
Frequently Asked Questions
- What is the difference between Agentforce and traditional automation tools in Salesforce?
Agentforce utilises AI to respond dynamically and contextually, whereas traditional automation tools are typically rules-based and less dynamic.
- Do I need both Tableau and Salesforce to benefit from them?
While you can use them separately, the full potential is unlocked when both platforms are integrated, especially with Tableau Next’s ability to pull in external data.
- How long does it take to implement Agentforce or Tableau Next?
Timelines vary based on business size and scope, but many clients begin seeing value within a few weeks of implementation.
- Can we see a live demo tailored to our business needs?
Absolutely. We offer customised demos to showcase how the platforms can address your specific use cases.
- What distinguishes MOYO from other technology partners?
With various engagement offerings, such as Managed Analytics, MOYO provides clients with customisable data analytics development and support resource capabilities at a fixed monthly price. Think of MOYO as an extension of your Data Analytics team, providing additional development and support capacity when you need it.
Fast-Track to the Future with MOYO
“We’re currently working with customers to demo Salesforce’s new AI capabilities,” says Erik Van Boven. “They’re seeing the value in an integrated Salesforce and Tableau analytics environment, as opposed to using Salesforce and another tool separately.”
If you want to learn how these innovations can transform your business, the next best step is to contact us for a personalised demo. Our strong partnership with both Salesforce and Tableau gives us the knowledge and expertise to guide you through implementation and beyond.
With Tableau Next launching soon and Salesforce’s world tour on the horizon, the timing couldn’t be better.
Let’s seize the benefits of the future – today.
About Erik Van Boven
Erik Van Boven is a Business Development Manager at MOYO and brings a strong blend of analytical expertise and sales leadership to the team.
With extensive experience in the computer software industry, Erik is skilled in big data analysis, customer relationship management, professional services, and data visualisation. His strong background in negotiation and sales enables him to effectively connect technology solutions with business needs, driving growth and delivering value for MOYO’s clients.