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How Agentforce Creates Marketing Campaigns: The Complete Process

From the moment you submit a brief to the moment a campaign goes live — a complete walkthrough of what Agentforce does at every step.

PPardive TeamMarch 12, 20268 min read

Agentforce Campaign Creation is one of the most-discussed features in the Salesforce ecosystem, but most coverage focuses on the input (write a brief) and the output (a live campaign). The process in between — what the AI actually does with your brief — is rarely explained.

Understanding that process makes you a significantly more effective brief writer and a better reviewer of the AI output. This article covers the complete Agentforce campaign creation process from submission to activation.

The Four-Stage Process

When you submit a campaign brief, Agentforce runs through four sequential stages:

  1. Intent extraction — parsing the brief to identify campaign parameters
  2. Plan generation — constructing a structured campaign plan from extracted parameters
  3. Asset generation — creating the segment, flow, and email drafts
  4. Review staging — presenting everything for human review before any send occurs

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