An inbound RFP, and an opportunity record that still needed to exist.
An RFP landed at the start of the day: a seven-figure Midwest infrastructure project, design-build delivery, end-of-quarter bid deadline. For a construction sales team, that triggered the familiar cascade: read the document cover to cover, pull out roughly a dozen fields (project type, contract value and structure, construction class, delivery method, geography, timelines), transcribe each into a new opportunity record by hand. Hours of data entry before any real deal work could begin, and every typo a potential dealbreaker.
We used Agentforce instead.
The WorkOne conversation, one file drop, one review.
- Opened Agentforce from the Files tabThe AE launched the Agentforce console directly from the Salesforce Files interface. No warmup, no handshake, no context-setting preamble between the ask and the action.
- Stated the intent in plain languageA single command: "I would like to create an opportunity." The agent interpreted correctly on the first pass and offered two paths: manual entry or extraction from a source document.
- Uploaded the RFPThe AE chose extraction and uploaded the RFP PDF. The agent confirmed receipt and began parsing the document in place. No preprocessing, no field mapping, no template maintenance running in the background.
- Extracted and populated the opportunityAgentforce pulled the relevant fields from the document: name, description, primary market type, contract value and type, construction class, delivery method, geography, and the full operational timeline. Zero keystrokes from the AE during extraction.
- Surfaced every field for human reviewEvery extracted value was returned for confirmation before the record was committed. Agentforce accelerates the work; the AE validates and ships.
The busywork went away. The judgment stayed.
Agentforce read the document, extracted the fields, and surfaced the values for confirmation before anything was committed. The AE still owns the decision. What changed is where the time goes. Scaled across a construction firm's bid pipeline, this is weeks of reclaimed capacity per quarter, spent on the work that actually wins jobs.
