Accelerators

PSA Project Insights

Agentforce isn't just a feature, its a new way of working. Start using Agentforce today with this AI accelerator designed to give PSA Project Managers quick access to delivery insights. Let AI help you compare planned vs. actuals hours at a glance, see who logged time and more.
What it Does

This AI use case helps a Project Manger get delivery insights about work that has been completed so far in the project.

Ask Agentforce questions like “What was the team working on the week of July 14?”, “Summarize the hours by Milestone.”, “How do the actual hours compare with the plan?” and “Who entered the hours?”

Within a few seconds, the agent replies and a project manager can quickly see

  • Who logged time
  • Details and summary of what they worked on
  • How actual vs. planned effort compare

No need to build a report or dig to find the right data. Just answers at a glance.

See it Work

Activate Agentforce

For organizations using Salesforce, the promise of Agentforce (Salesforce AI) is clear: empower businesses with autonomous AI agents that can automate tasks, enhance customer interactions, and improve overall productivity.

For many, reality has been more frustrating than transformative. The lack of clear governance, underwhelming use cases, and uncoordinated AI efforts have left teams unsure of where to go next.

Let CLD Partners help you identify the right AI use cases and build the agents that make sense for your business.

Get Started with AI
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