Automating the Mundane: How Formstack is Driving Efficiency and Case Deflection with Agentforce 

Formstack, a data activation platform with native document generation and form builder packages on the Salesforce AppExchange, is helping customers automate the mundane with AI agents.

Here are some key ways Formstack’s customers are implementing Agentforce:

• Increasing Efficiency: A marketing firm Formstack works with reduced the time to prepare a document brief from 40 hours to just a few hours by using Agentforce to analyze data with their Data Cloud.
• Case Deflection: Since Agentforce is embedded within the larger Salesforce ecosystem with access to unique customer profiles and company specific documentation, companies can provide instant answers to customer questions, deflect support cases and empower human support agents to focus on more complex issues.
• Accelerated Time to Value: Agentforce seamlessly integrates with existing Salesforce workflows, automations, and data within Data Cloud, eliminating the need to redo processes or move data across different platforms,

“Your agents can be as trustable as a human, and sometimes even more, because they understand all the intricacies of what you’re providing,” said Formstack Senior Engineering Manager, Marc-André Thériault.

Whether it’s processing student admissions, patient intake in healthcare, or managing wealth management portfolios, Agentforce, combined with Formstack’s native solutions, automates data collection and document generation directly within the familiar Salesforce environment.