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Sweep and Coastal Revolutionize Salesforce Adoption with Agentic Assessment

In a groundbreaking move set to transform Salesforce adoption, Sweep, a leading workspace for Salesforce metadata, has officially launched the first-ever Agentic Assessment in partnership with Coastal. This innovative tool aims to assist organizations in navigating the complexities of automating their Salesforce processes while ensuring measurable returns on investment (ROI).

What is the Agentic Assessment?

The Agentic Assessment serves as a strategic roadmap enabling organizations to efficiently embrace Agentforce, Salesforce’s agentic AI platform designed to optimize workflows using digital labor. This new tool is particularly valuable for businesses in heavily regulated industries where governance and compliance are crucial. With Coastal as its exclusive consulting partner, Sweep’s Agentic Assessment empowers clients to swiftly transition from initial setup to tangible results in a matter of days.

Ido Gaver, co-founder and CEO of Sweep, remarked, "Agentforce is a game-changer, and customers are looking for a roadmap to maximize its benefits. With Coastal as our exclusive partner, our Agentic Assessment helps more customers quickly benefit from Agentforce – fast, smart, and with measurable ROI from day one."

Key Features of the Agentic Assessment

1. Automated Discovery: The assessment automatically analyzes Salesforce metadata, mapping flows, rules, and automations to provide a comprehensive overview of the workspace.
2. Agent-Ready Detection: It identifies repetitive tasks that require significant effort and are prime for automation. This feature ensures that organizations focus on automating the most impactful processes first.
3. ROI-Based Prioritization: Opportunities are scored by potential value, allowing businesses to prioritize where to begin their automation journey effectively.
4. Actionable Recommendations: Custom suggestions on which agents to build and their appropriate applications are provided, enabling organizations to implement changes that align with their strategic goals.

The Role of Coastal

Coastal, renowned for its transformative Salesforce solutions, is set to leverage the Agentic Assessment to cut through the complexities often faced by clients in regulated industries. Eric Berridge, CEO of Coastal, noted, "With exclusive access to Sweep's Agentic Assessment, we can help clients cut through complexity, identify where agents deliver the most impact, and accelerate implementation. This partnership positions Coastal at the forefront of the Agentforce revolution."

The Importance of This Partnership

This collaboration between Sweep and Coastal signifies a pivotal moment in Salesforce consulting. With Sweep's automation-first approach combined with Coastal's industry expertise, organizations now have a quicker, safer, and more strategic avenue to unlock Agentforce's full potential in the agentic enterprise era.

Business leaders can expect that the Agentic Assessment will not only boost efficiency and streamline workflows but will also offer a clear pathway toward leveraging AI effectively within their operations. The joint efforts of Sweep and Coastal aim to redefine the Salesforce implementation landscape and significantly reduce the time and effort required to extract value from the system.

Conclusion

As the demand for AI-driven solutions continues to rise, the launch of Sweep's Agentic Assessment in partnership with Coastal represents a substantial advancement in how organizations can approach digital transformation within Salesforce. This tool is poised to deliver real and measurable impacts for clients, reinforcing the importance of strategic planning in the age of automation.

To learn more about the partnership and its implications for the Salesforce community, explore the resources associated with Sweep’s Agentic Assessment and visit their booth at Dreamforce.