All case studies
PenFed Credit Union · Financial services · USA

Tested where AI agents genuinely help a credit union before anyone committed budget.

Project
Agentforce proofs of concept
Role
Technical Lead, HCL Technologies
Period
2024 – 2025
Clouds
Agentforce, Integration
Context

Early interest in Agentforce, with real customer data already flowing into Data Cloud.

Problem

The team needed evidence of what agents could do with grounded data, not a slide deck.

Approach
  • Built four or more agent proofs of concept, each scoped to a specific service scenario.
  • Grounded agents in Data Cloud so answers used the organisation’s own records.
  • Designed and iterated custom prompts, documenting what worked and what didn’t.
Next step

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