Transforming Consumer Goods with Salesforce’s Agentforce

Consumer goods brands are under pressure. Margins are shrinking, promotions are delivering less ROI than they used to, and routes to market keep getting more complex. At the same time, customers expect more personalized, always-on experiences. Salesforce’s answer to this? Agentforce.

Agentforce is being positioned as the AI engine across the Salesforce platform. For RCG specifically, that means AI agents aren’t just “nice to have.” They’re showing up in the core processes that drive growth and profitability: sales, key account management, retail execution, and customer experience.


Sales: Smarter Account Conversations

Traditional RCG sales cycles rely heavily on manual prep. Reps often dig through scattered data sources, trying to pull together a story for each retailer. With Agentforce, AI agents can pull real-time performance data, surface account-specific insights, and even recommend next best actions. The outcome: sales teams spend less time prepping decks and more time actually selling.


Key Account Management: Negotiation With Evidence

When major retailers push back on trade spend, account managers need solid numbers fast. Agentforce can help consolidate TPM and planning & forecasting data into an AI-driven view: what’s working, what’s not, and what the projected ROI looks like. Instead of reactive negotiations, account teams come armed with facts — and a plan that benefits both sides.


Retail Execution: Fixing Stores in Real Time

Field reps know the pain of visiting a store only to find issues they can’t quickly resolve. With Agentforce layered into Salesforce REx, reps can use mobile AI agents to spot compliance gaps, auto-generate corrective tasks, and prioritize the highest-value fixes. Think “perfect store” not as a report you run next week, but as a workflow that corrects itself today.


Customer Experience: Beyond Loyalty Points

Personalization is moving past email campaigns and points-based programs. Shopper-facing AI agents, powered by Agentforce, can deliver real-time recommendations, answer product questions, and even guide purchase decisions across digital and in-store channels. For CPGs, this isn’t about replacing human engagement — it’s about scaling the right engagement, at the right time.


Why It Matters for Retail and CPG Leaders

  • Faster, smarter decisions: From promotion planning to shelf fixes, AI agents cut through the noise.
  • Better ROI proof: Agentforce ties data directly to action, closing the loop on investments in trade, planning, and field ops.
  • Scalable personalization: Shoppers increasingly expect brands to “know them.” Agentforce helps make that possible without a massive manual lift.

Final Word

Agentforce isn’t hype for consumer goods — it’s Salesforce placing AI at the center of the workflows that matter most. Sales, key accounts, REx, CX: the common thread is automation backed by trustworthy data. For CPGs trying to do more with less, this isn’t optional anymore. It’s the next playbook.

Salesforce Summer ’25 Release Notes for Agentforce

The Salesforce Summer ’25 Release Notes for Agentforce bring significant enhancements, including making AI-driven automation more flexible, secure, and efficient. Flex Credits align costs with value by charging only when actions are performed, while the new Employee Agent streamlines internal workflows using templates and guided setup. Improved agent switching, stricter verification for sensitive tasks, and enhanced case creation boost reliability and support speed. Updates also include better search experiences, richer UI customization with Lightning types, and easier setup for agent actions across the platform. Learn the latest updates for Agentforce below.

Simplify Agentforce Credit Consumption with Flex Credits
Flex Credits are a new, flexible unit of payment for Agentforce. Flex Credits are charged when an agent executes an action, aligning cost directly to value.

Automate Employee Workflows with Agentforce Employee Agent
Improve productivity, user experience, and data security by automating employee interactions and workflows using the Agentforce Employee agent (AEA). The Agent Creator guides you through setup using a natural language interface and provides templates for specific employee workflows. For standard topics and actions, the Employee Agent delivers appropriate role-based responses to reduce manual effort, accelerate task completion, and enhance the employee experience. Agentforce Employee agent supports Flow and Apex class configurations to extend automation.

Use the Right Agent for the Job in Employee Channels
You want the right agent to answer user questions when you have multiple employee agents enabled in an org. Now, users can easily switch between all the agents installed in your org. If an agent can’t answer the user’s question, it tells the user to switch to another agent.

Improve Agentforce Service Agent Security with Updated Verification Actions
To reduce the risk of unauthorized access, Agentforce Service agent interactions now require verification before performing sensitive tasks. The new verification actions now respond to the Contact ID, which represents a verified customer. The previous versions, which will be deprecated on July 13, 2025, responded to the Contact Record, which is unverified. A new Service Customer Verification topic collects the information required to perform the secure actions. The older versions will continue to function in existing agents, but will no longer be available when creating or updating agents.

Improve Support Efficiency with Enriched Case Creation
To streamline case creation, use the Create Case with Enhanced Data action to automatically generate structured cases with summaries. When conditions are met, the most recent case in a messaging session also includes a linked transcript.

Improve User Search Experience by Sharing Data Category Selection with Agentforce Service Agent (Beta)
Resolve user queries faster by passing information about the data categories selected by the user to Agentforce Service Agent. This enables the Agentforce Service Agent to provide relevant solutions to user queries faster.

New and Changed Standard Agent Topics and Actions
Quickly add powerful functionality to an agent with new and changed standard agent actions and topics.

Enhance Agent Action UI with Custom Lightning Types
Improve the Agentforce (Default) agent UI in Lightning Experience with custom Lightning types and LWCs to create a more intuitive and user-friendly agent action input and output. This feature enhances the user interface by making sure that chat responses look exactly as needed. As a result, the interface becomes more intuitive and user-friendly.

Find Lightning Types for Agentforce (Default) More Easily
Now you can easily find and use your org’s Lightning types for the Agentforce (Default) agent in Lightning Experience. The Setup UI now features a list view of all custom and standard Lightning types deployed in your org, so that you can quickly identify and streamline customization for agent actions.

If you would like to learn more about the Salesforce Summer ’25 Release Notes for Agentforce, please visit our website.

About Corrao Group

Since 2008, Corrao Group has been a trusted global Salesforce partner, helping B2B organizations across retail, consumer goods, manufacturing, and healthcare drive digital transformation. Our expertise spans Salesforce Consumer Goods Cloud for Sales & Service, Retail Execution (REx), Customer Planning & Forecasting (CPF), Trade Promotion Management (TPM), Agentforce, and Data Cloud. With seamless integration and a deep understanding of industry challenges, we translate complex business processes into scalable, high-performing Salesforce solutions. As power users and implementation experts, we optimize operations, enhance decision-making, and accelerate growth—ensuring your business stays ahead in a competitive market.

Sources
The Salesforce Summer ’25 Release Notes for Agentforce