Overview
Skills
Job Details
Job title: Salesforce Developer with Agentforce AI
Location: Remote
Duration: 6mos (room to extend)
Project Description
Involves building an AI-powered agent in Salesforce using Agentforce AI to automate customer service tasks including drafting FAQ responses from knowledge documents, tagging investor requests by funds/type/accounts, and pulling documentation via client portal APIs. The goal is to reduce reliance on client services representatives while improving response efficiency and accuracy. The client is seeking a Salesforce developer with Agentforce AI experience to implement this solution.
Key Responsibilities
- Build and configure Salesforce agents using Agentforce AI to automate customer service workflows.
- Develop AI-powered features for FAQ response generation from knowledge documents and investor request categorization by funds, types, and accounts.
- Integrate client portal APIs (e.g., K1s) for automated document retrieval and processing.
- Collaborate with stakeholders to reduce dependency on client services representatives while maintaining service quality.
- Implement and test AI agent functionality to ensure reliable performance and user adoption.
Business Requirements
- Financial services or investment management industry experience
- Client-facing environment experience preferred
- Independent work style with proactive communication skills
- Problem-solving focus on cost-efficient development approaches
Technical Requirements
- Salesforce development experience
- Salesforce Service Cloud experience (Financial Services Cloud experience preferred)
- Agentforce AI platform familiarity
- Agentblazer badges on Salesforce Trailhead
- Salesforce Data Cloud experience preferred
Regards,
Vinay Ram (Direct) Desk: Suwanee, GA - 30024 An MBE & eVerify Company |
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