streamline AI workflows with agentforce grid

How Salesforce Admins Can Streamline AI Workflows With Agentforce Grid

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If you’re a Salesforce Admin, you know your job isn’t just about managing data—it’s about making the business run better. You connect the dots, automate the busy work, and turn ideas into systems that scale.

That means figuring out how to make AI actually useful at work. But the moment you try to put it into practice, everything slows down. You’re exporting data, writing scripts, debugging errors, and trying to push the results back into Salesforce, Slack, or email so others can actually use them.

Half the time, the idea dies in a spreadsheet before it ever helps anyone. Not because it wasn’t good, but because your data, AI, and actions are scattered across too many tools.

Agentforce Grid preview

Why Agentforce Grid matters for admins

That fragmentation is the real challenge.

  • Too many disconnected tools: One tool to build, another to run, another to test. Coordinating all three requires code, not clicks.
  • Hard to scale: Running AI across multiple records often requires loops or scripts and offers no easy way to control, pause, or intelligently queue runs.
  • No visibility: Having disconnected tools means there’s no single source of truth—making it hard to debug, assess variance, and iterate with confidence.  

That’s where Agentforce Grid, the first AI-native spreadsheet built directly into Salesforce, comes in. It unites your data, agents, and actions in one surface so you can go from idea to automation in one place.

How Agentforce Grid helps you streamline your work

Prototype AI workflows fast: Query Salesforce or Data 360 data in clicks. Build prompts, call agents, and trigger actions—all in one place, without code.

Run AI at any scale: In Agentforce Grid, it doesn’t matter if you need to run a prompt once or a thousand times. Just add a column and hit run. Each row is processed independently, letting Agentforce Grid scale linearly with your data without slowdowns or extra setup.

See and debug everything: Agentforce Grid is visual by design. You can scan results across rows and columns to spot variance or anomalies instantly, and click into any cell to inspect the full API response for context and debugging.

Real-world admin use cases

As an admin, you can immediately use Agentforce Grid to drive significant business value across all lines of business.

Department

Business Need Solved

Admins

Automate and enhance existing workflows with AI-native processes, making it easier to manage, enrich, and bulk-update CRM records.

Sales

Generate personalized outreach, research accounts, and analyze opportunities to help reps prepare smarter for every meeting.

Service

Analyze conversation transcripts, extract sentiment and key issues, and categorize cases to speed up resolution.

Marketing

Classify and prioritize new leads, enrich company data, and analyze campaign feedback to improve targeting and messaging.

Agentforce Grid gives you not only the ability to build but also full transparency and control. You can inspect the full session traces for any AI operation right from a cell, giving you visibility into every step an agent takes, including the raw response and safety scores.

How to put Agentforce Grid into action

Agentforce Grid will be available in Beta in December, 2025. 

As an admin, you’re perfectly positioned to lead the charge in bringing AI into your organization. With Agentforce Grid, you can turn AI from a fragmented project into a scalable, repeatable solution—all with clicks, not code.

What to do next

  • Start thinking in bulk: Look at your backlog. What are the high-volume, repetitive tasks that would be perfect for AI? (For example, classifying thousands of leads, summarizing cases, or cleaning up data)
  • Explore Agentforce: Agentforce Grid is part of the Agentforce product suite. Get familiar with the power of prompt templates and agents you already have access to in your org.
  • Stay tuned for GA: Watch out for the official GA announcement to find out how you can start building your first Agentforce Grid workflow. You’re about to cut hours of manual work from your most complex processes.

Resources

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