Slow, manual back-office processes break customer experiences and hold companies back. Agentforce Operations solves this problem by making every process fast, accurate, and automated.

Specialized back-office agents autonomously perform work across disconnected systems from email to ERP, cut cycle times by up to 70% for processes like auditing and onboarding, eliminate 80% of manual tasks like data entry, and deliver audit-ready outcomes at scale.

Workflow automation has long existed, but legacy platforms rely on IT, break at system boundaries, and route work only to people. Agentforce Operations changes that with agents that complete work across systems — accelerating outcomes, not just handoffs.

Proven in the world’s most complex supply chains, Agentforce Operations now brings agentic process automation to every industry — without ripping and replacing existing systems.

April 29, 2026 — Companies use agents to make their customer and employee experiences faster and more personalized. But when these fast, modern experiences hit a web of outdated, manual back-office processes, everything stops. Employees are stuck switching between systems, pasting data into spreadsheets, and hunting for updates in email. What should take hours takes days or weeks — slowing productivity, delaying revenue, raising costs, and putting commitments at risk.

Today, Salesforce is introducing Agentforce Operations, a solution that takes outdated, manual back-office processes and turns them into a clear set of tasks so that specialized agents can do the work for you — process coordination, verifying data, clearing compliance, hunting down approvals, and more. The payoff: cycle times reduced by 50 to 70%, better accuracy with manual data entry slashed by 80%, visibility across the business, and ultimately better experiences.

“As companies accelerate AI adoption to become Agentic Enterprises, most are still burdened by an underlying layer of fragmented, manual processes across supply chain, procurement, finance, and the broader back office. This quietly slows operations, increases costs, and limits growth. With Agentforce Operations, we’re not just digitizing those processes but rethinking them for the AI-first world, optimizing how agents and humans work together.” – Aman Naimat, SVP & GM, Agentforce Operations

Agentforce Operations extends AI agents from front-office experiences into the processes and systems that run the business — enabling end-to-end agentic execution across the back office. Here’s what it looks like:

• For a manufacturer, a custom deal is closed and ready to be built and delivered. With Agentforce Operations, agents orchestrate the end-to-end fulfillment process behind the scenes — checking inventory, coordinating across teams and suppliers, managing approvals across systems, and proactively triggering Field Service workflows to schedule on-site installation — delivering the product on time and giving the sales rep a head start on the next deal.

• For a bank, a customer submits a loan application and expects a fast decision. With Agentforce Operations, agents manage the end-to-end underwriting process — extracting data from tax returns, chasing missing signatures, and validating every detail against compliance rules across systems — so loan officers can focus on the customer instead of on paperwork.

• For an insurer, a customer submits a claim and expects a fast, fair resolution. With Agentforce Operations, agents coordinate the claims intake and validation process behind the scenes — verifying details, following up on missing information, and assembling a complete, “in-good-order” file — accelerating claim handling and accuracy while preventing downstream delays.

• For an employee service agent, an employee submits a request for application access and expects an immediate outcome. With Agentforce Operations, Agentforce IT Service agents perform the end-to-end fulfillment process behind the scenes — orchestrating multiple AI agents, verifying identity, confirming permissions, and provisioning access across third-party apps, services, and systems — so the employee receives real-time resolution, and human IT agents can focus on high-value work.

How it Works: From Messy and Manual to Structured and Automated

Workflow automation has been around for years. But most legacy platforms were built to coordinate steps, not to complete complex work end to end. They can route tasks, manage approvals, and improve visibility — yet when work depends on unstructured information, spans systems, and changes constantly, teams still end up relying on people and technical specialists to keep operations moving. The result: brittle automation that breaks at system boundaries, bottlenecks that slow things down, and failure to scale.

Agentforce Operations introduces a new model for back-office execution: AI agents that do more than orchestrate work — they complete it, adapt as the business changes, and coordinate with people only when needed. The result: end-to-end processes that run faster, require less manual intervention, and stay accurate and auditable as they evolve.

1) Intelligent Operations
Agentforce Operations coordinates tasks, timelines, and logistics between AI agents that autonomously execute work and humans when needed.

• Specialized Agents autonomously complete busy work like extracting data from complex documents, running computations, updating credit models, and identifying compliance gaps. What once took a team of auditors four hours now takes an AI agent minutes — delivering consistent, high-quality results with a complete audit trail.

• Seamless Adoption: People continue working within their existing tools while AI agents keep processes moving in the background. Whether you’re a client, employee, broker, or supplier, you can engage with tasks directly from email — as well as Slack and Microsoft Teams  — both in June.

• Accurate Outcomes at Scale: Mission-critical processes need to be right every single time. By combining LLM reasoning with your business rules, agents interpret complex, unorganized information and then finish each step exactly how you need them to — delivering precise, audit-ready results at scale.

2) Instant Blueprints
Agents and humans need one clear set of instructions to work together, but converting messy process documents or whiteboard drawings into a working system takes months of coding. Agentforce Operations turns unstructured documents or diagrams into “digital blueprints” in minutes. Or you can use over 30 out-of-the-box blueprints for common jobs like invoice auditing, onboarding, and PO rescheduling, with more coming soon.

3) Adaptive, Transparent, and Always Improving
Most automated processes fail because changing them requires an army of developers. With Agentforce Operations, business leaders can make their own changes.

• Plain Language Updates: If a new regulation drops, a manager can update the entire operation by simply describing the change in an email; then it gets updated.

• The “Anti-Bottleneck” Engine: Agents proactively flag delays — like a three-day lag in signatures — and suggest fixes before they impact the client.

• Radical Transparency: Every AI action is recorded and mapped back to the digital blueprint, providing a permanent audit trail. Instead of digging through files months later to find a mistake, you have a live safety net that keeps your business organized and audit-ready.

Proven Success

Agentforce Operations is built on Regrello technology from Salesforce, which has transformed the world’s most demanding supply chains — reducing cycle times, eliminating manual coordination, and improving visibility across complex operations.

“Scaling to meet growth without the massive overhead of traditional hiring is a major challenge with workforce orchestration across the front and back-office. Salesforce has enhanced our infrastructure and helped us deploy Teddy, our AI agent that works autonomously alongside our human team to handle over 1,000 leads per week. Teddy has helped us achieve a 427% increase in prospect engagement and $1.5M in cost savings, allowing us to operate like a company ten times our size. With automated lead qualification and scheduling taking place in a single platform, we’re reducing manual bottlenecks and letting our teams focus on building strong customer relationships.” – Brandon Metcalf, CEO & Founder, Asymbl

“The rapid maturation of agentic capabilities has created a significant opportunity for financial services companies to utilize these emerging technologies to enhance their underlying business processes and unlock new sources of value through greater efficiency, smarter decision-making, stronger compliance, and more personalized customer experiences at scale.” – Nigel Bell, Managing Director, Deloitte Consulting LLP 

“In the luxury lifestyle industry, response time is critical to maintaining a premium experience across our 116 fitness clubs. With Agentforce, we’ve deployed QUIN, a lead-nurturing agent that manages prospects and answers questions outside of standard business hours. QUIN seamlessly connects leads with our sales team and directly accesses team members’ calendars to provide accurate availability. With 24/7 connectivity, we’ve eliminated the engagement gaps that once slowed down our sales pipeline, delivering an elevated, personalized experience at scale across front and back-office touchpoints.” – Melanie Kalia, Director, Product Management, Equinox

“Agentforce Operations is powering the next frontier of the Agentic Enterprise. It’s a truly AI-native, enterprise-ready platform that delivers real business outcomes, enabling intelligent apps and autonomous operations by orchestrating humans and agents in one system. As Customer Zero, Salesforce has already proven its impact, replacing traditional BPO models. We’re proud to lead the first financial services (consumer lending) implementation, accelerating this transformation and unlocking new value.” – Sean Catlin, EVP, Global Head of Strategy, OSF Digital 

“Salesforce’s introduction of Agentforce Operations marks an important step forward in bringing AI-driven automation to the back office. Together, we’re helping clients use Agentforce to transform manual operations into intelligent workflows — from AI-powered contact centers to automated onboarding and compliance — driving faster execution, greater accuracy, and more seamless experiences.” – Ian Kahn, Principal, Commercial & Service Excellence Platform Leader, PwC US

“Following a decade of growth, our primary challenge was the collection of legacy systems that kept our teams and customer data isolated. With the Agentforce 360 Platform, we have been able to leverage a unified, real-time view of customer profiles across front-end and back-end systems. Thanks to the power of AI agents and automation, we are giving our teams the time back to focus on more strategic, high-value work.” – Andrew Allan, Chief of Global Finance Operations & Technology, Siemens Digital Industries Software

Availability

• Agentforce Operations is generally available today.
• Ecosystem integration features, including the ability to auto-sync data and trigger actions with Salesforce Flows, are expected to enter Beta in May 2026.

This article may include references to services or features that are still in development and are unreleased. Customers should make their purchase decision based on fully released and available features.