Agentforce Partner Guidebook - SI Partners

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. 1 2 3 4 5 6 Get to Know Deepen Your Create Sell Deploy & Get AI Certiüed Agentforce Expertise Demand Agentforce Expand Meet Agent Astro I9ll be your guide to walk you through each stage of the Agentforce journey in this guide. I9ll provide helpful tips, role-focused notes, and more.

1. Get to Know Agentforce Overviews, Demos, Use Cases & Value Get to Know Deepen Your Deploy & Get AI Certiüed Create Demand Sell Agentforce Propositions Agentforce Expertise Expand 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. 2 3 4 5 6 1 Get to Know Get AI Deepen Your Create Sell Deploy & Certiüed Expertise Demand Agentforce Expand Agentforce

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 company9s 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 No matter your role within your autonomous AI agents that meet organization, by taking the time to review their speciûc business requirements. these intro materials, you can approach Utilizing an LLM9s language and the following steps in your journey with a strategic and holistic mindset to set your reasoning capabilities, these agents company and customers up for long term success with Agentforce. Agentforce Overview & Roadmap Agentforce General Resources Partner First Call Deck: Slide presentation shared by PAMs to Agentforce Website: In-depth introduce partners to Agentforce. collection of demos, details, and more. Agentforce Keynote: On-demand recording of our keynote from Agentforce Enablement Resource Dreamforce talking about the vision & Library: An extensive library of technical roadmap for Agentforce. resources for Agentforce enablement. Agentforce Partner 101 Recording and accompanying presentation

1. Get to Know Agentforce Why it Matters for Partners ï Agentforce creates new customer ï 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 ï Agentforce Agents make use of $1 Salesforce makes, our partner industry-leading Salesforce ecosystem makes $6.93. applications to deliver transformative experiences across ï 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 Certiüed Certiücation Prep Tools, Exam Resources, and More In this stage of your Agentforce Journey, we'll focus on getting your team certiûed. Discover the certiûcation options available and follow our guided steps to prepare for each one. 3 4 5 6 1 222 Get AI Get to Know Deepen Your Create Sell Deploy & Agentforce Expertise Demand Agentforce Expand Certiüed

2. Get AI Certiûed Skill Up and Get Your AI Associate & AI Specialist Certiücations 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 2. Sign up for Partner 2.Watch the AI Specialist Curriculum & Learning Events* (free) Cert Prep recording; or Journey 3. Earn Certiûcation + 3.Build your ûrst Agent We oûer resources in Exam Guide Trailhead to get skilled up in 4.Sign up fo the next AI and Agentforce, Partner Session understand the product9s value and deliver successful 5.Earn Certiûcation and implementations. Exam Guide Agent Astro Tip Learner info 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 leader in the Agentforce ecosystem. Best suited for: Professionals embarking on the AI journey 2. Soon we will oûer an Agentforce and looking to learn more about Copilot,

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 ûnd comprehensive trainings, along with essential tools and resources like demo orgs, FAQs, and help desks to ensure your success. 2 3 4 5 6 1 3 Deepen Your Get to Know Get AI Create Sell Deploy & Agentforce Certiüed Demand Agentforce Expand Expertise

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

4. Create Demand GTM Strategy Tools, GTM Resources This step of your Agentforce journey focuses on going to market. Here, you'll ûnd tools to shape your GTM strategy, resources to support your launch, and details on co-marketing funds to promote your Agentforce oûering. 2 33 4 5 6 1 4 Create Get to Know Get AI Deepen Your Sell Deploy & Agentforce Certiüed Expertise Agentforce Expand Demand

4. Create Demand GTM with Agentforce Agentforce Marketing GTM Strategy GTM Tools & Resources Funds Agentforce Upskill Webinars: Salesforce AI Readiness Best Practice Video: GTM Readiness Assessment Tool: a fast way Agentforce Bill of Materials & Use Cases to engage prospects and start meaningful Overview Deck: Agentforce Salesforce Partner conversations Bill of Materials On-Demand GTM Courses Agentforce Sales Agent Zip File Download: Co-Marketing Opportunities Pitch Deck Agentforce Bill of Materials Plan ahead for Salesforce Dreamforce 824 marquee events on the Go-To-Market Kit next page Act Now! Agent Astro Tip Act Now! Agentforce Marketing Funds Make sure you submit your application for the Market Development Fund program by Deadline to Apply - Dec 10th: the December 10th deadline. Promote your Agentforce practice using If eligible, you can get 50% reimbursement specialized Market Development Funds. for hosted dinners and up to 75% reimbursement for content syndication, Market Development Funds Program in-person events, online content, virtual Overview events and webinars. It can also be used for Apply for Funds client implementations. Learn more 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 ûrst 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 certiûcation add-ons, and more. Salesforce Connections is the oûcial 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 ï Why attend: Discover the latest innovations and strategic priorities for partners. Network with customers, prospects, peers, and leadership. ï 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! ï 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, Diûerentiation, Sales Resources, Win Demos, Sales Plays This step of your Agentforce journey is dedicated to selling Agentforce. Here, you'll ûnd pricing details, strategies to diûerentiate your business, sales resources like pitch decks and value calculators, and customer win demos. You9ll also learn about a key sales play - Agentforce Activator. 2 33 4 5 6 1 5 Sell Get to Know Get AI Deepen Your Create Deploy & Agentforce Certiüed Expertise Demand Expand Agentforce

5. Sell Agentforce Selling Agentforce Diûerentiation & Sales Resources Pricing & Packaging Use Cases Agentforce Pricing + Salesforce AI Readiness Coming Soon: Business Value Selling Assessment Tool: a fast

5. Sell Agentforce Sales Play: Agentforce Activator Launch customer agents in as little as 5 weeks Agentforce Activator is a Salesforce oûering designed to rapidly conûgure and deploy Agentforce capabilities. It includes predeûned use cases to help businesses validate the business value and impact of AI-powered agents 31% within a 5-7+ week timeline, depending on the scope. faster adoption Agentforce Activator can be executed by Salesforce Professional Services or by a Salesforce Partner. Customers reported adopting new technologies 31% faster on average Learn more about Agentforce Activator: when using a consulting partner. ï Agentforce Activator Overview/First Call Deck Agent Astro Tip ï Activator Data Sheet Agentforce Activator has many beneûts for ï Partner Delivery Guide: partners and customers: Agentforce Activator 1. It provides a quick and easy win - launching in as little as 5 weeks! ï Activator FAQ 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. Deploy and Expand Log leads, 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. 2 33 4 5 6 1 6 Deploy & Get to Know Get AI Deepen Your Create Sell Agentforce Certiüed Expertise Demand Agentforce Expand

6. Deploy and Expand Amplify Your Wins Log Your Leads To receive lead credit, all leads must be logged in the Partner Community for review by the Sales Development Team. ï To get started, visit the Partner Community - Business Page ï Consult the FY24 Salesforce Partner Program Policy for information on referrals and sourced opportunities. ï Reference this resource for help on tracking leads through the Partner Community Amplify Your Agentforce Story Agent Astro Tip Promote your deal win, go-live, and Sharing your deal win, go-live, and success stories can serve two powerful purposes. success stories to AEs & customers. Submit your stories here. 1. It can be used to promote your company to Salesforce AEs, pushing you to the forefront of their minds for future deals Agentforce Press Release Process & opportunities. If you're planning to distribute an Agentforce 2. It opens the door for potential press release over the newswire, follow the co-marketing opportunities and/or guidelines and submit press releases for Salesforce review. ï 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.