Agentforce and Einstein for referral intake, conflict checks, RFPs, win strategy and leadership insight across law, consulting, IT services and advisory firms.
Reads PDF and DOCX referrals, extracts parties and creates a structured intake.
Classifies engagement, onboarding, pitch and referral files as they arrive.
Suggests contact updates from inbound email signatures for a steward to accept.
Party search across all entities with an Einstein assessment, risk bands and escalation.
Work cannot open until checks and approvals are complete.
The same pattern adapts to category exclusivity (agencies) or off-limits rules (search).
Drafts a requirement matrix from the RFP and regenerates when a new version arrives.
Turns open questions into assigned clarification tasks.
Suggests next step, main competitors and a win strategy, plus AI deal and engagement summaries.
Prepares pitches, surfaces relationships and drafts follow-ups.
Answers pipeline questions and flags stalled deals.
Gives leadership wins, referrals and at-risk clients in plain language.
Finds duplicates and data-quality gaps and queues fixes.
Helps clients with onboarding, requests and preferences.
Helps external partners with assignments, time and referrals.
It reads referrals and RFPs, assesses conflicts, drafts win strategy, summarises deals and engagements, and runs assistants for BD, pipeline, management insights, data stewardship and portals — all grounded in Salesforce data.
Features run through Salesforce's Einstein Trust Layer with masking kept on. Regulated sub-sectors still need a compliance and legal review of data protection and AI use before roll-out.
Einstein / Agentforce for AI features, Experience Cloud for portal agents and Data Cloud licences and credits for unified profiles and insights. Editions and consumption are sized during scoping.