Checklist template
Claudeforce vs Agentforce decision sheet
Privacy: check first. Check your company's policy and your account settings, and take out details the task doesn't need.
Paste this
Current Agentforce setup, if any: [CURRENT AGENTFORCE SETUP]
Goal for this work: [GOALS FOR THIS WORK]
Who would use it: [WHO WOULD USE IT]
Compare, for this specific goal:
1. Where would Salesforce-first (Agentforce) fit better, and why?
2. Where would Claude-first (Salesforce in Claude) fit better, and why?
3. Where do they overlap, so we're not building the same thing twice?
4. What's still unconfirmed or beta-stage that this decision
shouldn't assume is settled?
Don't present one as better overall. This is a fit question, not
a ranking.Want the walkthrough? See the full guide →
Related templates
- Claudeforce pilot readiness checklist A pre-pilot review of permissions, scope, data exposure, governance, and success measures.
- Claudeforce use-case finder A prioritized list of candidate use cases, scored by value, risk, data sensitivity, and feasibility.