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AgentForce Retail

AgentForce Retail uses AI to support sales, service, planning, and updates. It cuts extra steps, handles chats, and improves store operations daily.

AgentForce Retail
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AgentForce Retail is built to support modern retail needs through AI-powered automation. It manages sales conversations, customer support, and internal processes without delays or confusion.

Retailers face constant demand across multiple channels. From order updates to product inquiries, customers expect fast, clear, and human-like replies. AgentForce Retail helps meet this need without extra staffing. It’s not just about support; AgentForce Retail also helps grow sales by responding to buyer questions, offering product suggestions, and handling transactions across touchpoints.

In this blog, we will cover how AgentForce Retail streamlines operations, enhances customer service, and contributes to sales growth by automating everyday tasks, so businesses can focus on what truly matters.

How AgentForce Retail Works

AgentForce Retail helps retailers run more smoothly by using the power of Salesforce’s ecosystem. It provides quick, helpful responses to customers, no matter where they are online, in-store, or seeking support. By using real-time data, it ensures that each interaction feels personal and easy, removing any delays or confusion.

What’s New in AgentForce for Retail

AgentForce for Retail now offers new features to help retailers manage orders, guide customers while shopping, schedule appointments, and create loyalty promotions. These improvements help reduce the need for extra staff. With these features, digital agents can handle tasks like modifying orders, issuing returns, managing inventory, scheduling consultations, and coordinating shipping without any human involvement.

Here’s what’s new:

Order Management Skills

Customers can now change order details like payment or shipping info through a simple conversation. This gives them more control and helps reduce costs by offering self-service for exchanges and checking order status.

Guided Shopping Skills

Shoppers can ask for product recommendations based on their previous purchases or what they’re interested in. They can search for products, add items to their cart, and buy everything, all through a chat with AgentForce.

Appointment Scheduling

Service reps can now schedule deliveries, installations, or consultations automatically. AI-driven scheduling ensures real-time availability and faster responses to customers.

Loyalty Promotion Creation

Marketers can create more personalized promotions using data from customers and stores. This helps make offers more meaningful and increases Sales engagement.

Retail Cloud with Modern POS

Salesforce is also rolling out Retail Cloud with Modern POS. This system brings online and offline shopping data together in one easy-to-use platform, helping store associates provide faster and better service.

Key Features:

Clienteling & Inventory Management

Store associates can track customer shopping history, preferences, and loyalty while viewing inventory across all sales channels. AI also helps with product suggestions and fraud prevention.

Omni-channel Fulfillment

Customers can choose how they want their items delivered or returned, whether it’s through Buy Online, Pick Up In Store (BOPIS) or in-store returns. This helps save on supply chain costs.

Mobile-first Design

Sales associates can check out customers anywhere, even without an internet connection. Payments are securely saved and processed later, making it great for busy times or outdoor events.

Built-in Salesforce Integrations

Retailers can quickly link with Salesforce products like Commerce Cloud and Service Cloud. This makes it easier to manage orders, customer data, and product information.

Smarter Customer Conversations with AI

Answering FAQs Efficiently

AgentForce Conversations uses AI to answer frequently asked questions quickly and accurately. This reduces the load on customer service teams, allowing businesses to provide 24/7 support. Customers can get the answers they need at any time, improving their overall experience.

Role in Returns, Refunds, and Cancellation Requests

i) Role in Returns

The return process is simplified by guiding customers through each step. Return requests are automatically processed, making the experience smoother for both customers and agents.

ii) Role in Refunds

Refund requests are handled by providing clear instructions and automating the process. This allows customers to receive refunds quickly without needing support intervention, reducing the time agents spend on these tasks.

iii) Role in Cancellation Requests

Cancellation requests are managed efficiently with clear steps provided to customers. The system automates cancellations, reducing delays and making the process quicker without requiring extra support from agents.

Reduction in Manual Workload for Support Agents

By automating tasks such as answering FAQs, guiding customers, and managing returns, AgentForce Conversations helps reduce the manual workload for support agents. This allows agents to focus on more complex issues, providing customers with faster and more focused assistance when necessary.

Salesforce AI in Retail Sales Support

Salesforce AI helps retail businesses manage customer interactions, sales processes, and inventory without delays or manual steps. It supports real-time decision-making by analyzing customer data and automating responses. This creates smoother operations, faster service, and better buying experiences across all channels.

AgentForce Sales

AgentForce Sales uses Salesforce AI to automate lead handling, follow-ups, and sales queries. It helps sales teams close more deals by focusing on high-value conversations while digital agents manage repetitive tasks.

Key Benefits:

  • AgentForce ROI Calculator helps track cost savings and efficiency gains from using AI tools.
  • Automates responses to product questions and guides customers toward purchases.
  • Reduces manual sales tasks with real-time data and AI-driven decision support.
  • Improves sales targeting by analyzing behavior and suggesting next steps.
  • Supports multi-channel selling without extra staffing.
  • Helps sales teams focus on qualified leads with AI-prioritized lists.

Smarter Operations and Better Planning with AI

AgentForce simplifies internal tasks like appointment bookings, store updates, and staff coordination through automation. This removes delays and helps stores run more smoothly without needing extra tools or manual steps.

With built-in tools like AgentForce Commercial, communication between store locations becomes quicker and more structured. It improves how information is shared and speeds up daily operations.

How it helps:

  • Cuts down internal response time
  • Supports quicker team coordination
  • Reduces need for manual updates
  • Keeps store-level changes on track
  • Makes daily operations more predictable

Also supports:

  • Localized pricing adjustments
  • Real-time team notifications
  • Store event management
  • Auto stock transfer requests
  • Shift planning suggestions

Conclusion

AgentForce Retail supports daily work in retail by making tasks faster and easier. From handling sales and service to planning and updates, it reduces extra steps for staff. With tools like AgentForce Sales, Commercial, and the ROI Calculator, stores can work better and respond faster across all areas.

Shyam Agarwal

Shyam Agarwal

Sr. Project Manager

Shyam Agarwal is an experienced technology professional with over 12 years in the industry. He has successfully delivered a wide range of projects, specializing in Salesforce consulting, development, and administration. Shyam helps businesses implement customized solutions that fit their needs, and he also has expertise in mobile and web application development. Additionally, he provides consulting services for software solutions and CRM systems, helping organizations improve efficiency and drive growth. Currently, Shyam is focused on expanding his Salesforce skills to offer even more value to his clients through effective, scalable solutions.