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How CSL Used Agentforce 360 to Cut Errors 97% and Archive 112M Records for an Insurance Platform
Cloud Science Labs strengthened enterprise security with Agentforce 360 Platform and Salesforce governance solutions for an insurance distribution company.
About The Project:
Cloud Science Labs deployed Agentforce 360 Platform, Salesforce Shield, Archive, Data Mask & Seed, Security Center, Sandboxes & Backup & Recover for an insurance distribution company, a fast-growing independent insurance distribution platform. The outcome client achieved a 97% reduction in row lock errors. Sandbox setup times dropped by 83–92%, dramatically accelerating developer productivity.
Industry:
Financial Services Insurance
Project:
Agentforce 360 Platform Powered Transformation for Financial Services
About the Client:
An insurance distribution company, a fast-growing independent insurance distribution platform.
The Challenge
An insurance distribution company, a fast-growing independent insurance distribution platform, was managing significant technical debt and regulatory compliance risk. Over 300 legacy applications created data silos, security vulnerabilities, and mounting maintenance costs. Regulatory requirements for PII protection demanded ongoing data masking and governance at enterprise scale, while slow sandbox provisioning was hampering developer productivity and slowing the release of new capabilities.
The Agentforce Solution
Cloud Science Labs (CSL) designed and delivered the Agentforce solution:
Agentforce 360 Platform was deployed as a unified data governance and developer productivity solution automating data masking, PII protection, record archival, sandbox provisioning, backup and recovery, and security monitoring across the client entire Salesforce environment. The platform's Security Center provides centralised compliance oversight, while automated archival removed 112 million records from active storage.
Technology used: Agentforce 360 Platform, Salesforce Shield, Archive, Data Mask & Seed, Security Center, Sandboxes & Backup & Recover.
The Result
The client achieved a 97% reduction in row lock errors.
Sandbox setup times dropped by 83–92%, dramatically accelerating developer productivity.
112 million records were successfully archived, and the company now operates with a 24-hour Recovery Point Objective reducing data recovery time from weeks to hours.
Quick Answers
Can Agentforce work for a financial services business? Yes. CSL deployed Agentforce 360 Platform, Salesforce Shield, Archive, Data Mask & Seed, Security Center, Sandboxes & Backup & Recover for an insurance distribution company, a fast-growing independent insurance distribution platform.
What results can Agentforce realistically deliver? The client achieved a 97% reduction in row lock errors.
Which Salesforce technologies does this solution use? Agentforce 360 Platform, Salesforce Shield, Archive, Data Mask & Seed, Security Center, Sandboxes & Backup & Recover.
Ready to Do the Same?
If this challenge sounds familiar in your business, Cloud Science Labs can help you achieve similar results with Agentforce.
Book a free Agentforce assessment digital@cloudsciencelabs.com