Spot the lead that may be waiting too long.
New inquiries can sit in Salesforce without a logged follow-up. Lead Response Guard is a read-only action prototype that highlights a possible gap for an authorized person to review. Try the fictitious scenario below.
Try the examplePrototype only. No Salesforce account, customer record or Agentforce service is connected to this page.
A focused first project
Choose one intake channel and one response threshold. We map how a Lead enters Salesforce, who owns it, what counts as a first response, and how to report exceptions. A customer-approved implementation can add monitoring, an Agentforce action and a dashboard.
What the first version measures
- Leads older than a configured threshold.
- No activity logged in Salesforce for the Lead.
- A review recommendation, with no automatic message to the customer.
Salesforce activity dates do not capture every phone call or contact outside the CRM. Production SLA reporting needs an agreed, auditable event definition.
Check a sample Lead
Change these inputs to see the rule. The page does not collect or send the values. Do not enter real customer data.
Review recommended
This example is over the 24-hour threshold with no activity logged.
- Read-only Salesforce check in a real implementation.
- Show the reason to an authorized reviewer.
- Reviewer confirms whether follow-up is needed.
No emails, tasks or records are created by this demo.
Where Agentforce fits
Deterministic action
An Apex invocable action can check one or more authorized Lead IDs in user mode and return a short explanation. The source prototype is prepared for Salesforce org validation.
Controlled agent experience
For staff who have access, an Agentforce action can present the result and guide a human review. An agent template and managed package must be built and tested in an eligible Salesforce org before marketplace distribution.
Security boundaries: least-privilege access; no names, phone numbers or customer notes in the action result; no autonomous outreach. The website demo uses invented inputs only.