Government · Salesforce Government Cloud / Public Sector Solutions

    FOIA / Records Request Agent for Government

    Receives and processes records requests, redacts, and tracks SLA. Designed for Records Officers and built on Salesforce Government Cloud / Public Sector Solutions with human-in-the-loop guardrails by default.

    Medium
    Build complexity
    3
    Salesforce objects
    5
    Automated actions
    2
    Human checkpoints
    The problem

    Why Government teams need a records officer agent

    Records Officers are pulled into the same repetitive workflow every week — gathering data across Case, ContentDocument, Account, drafting updates, and chasing approvals. Without an agent, response time slips and "On-time fulfillment %" stays flat.

    The CRMTeam solution

    A purpose-built FOIA / Records Request Agent

    CRMTeam configures Agentforce to handle the routine pass of this workflow on Salesforce Government Cloud / Public Sector Solutions, while routing every consequential decision to a human reviewer. Reviewers can edit, reject or take over any thread.

    • Trigger: New FOIA / public records request.
    • Primary KPI: On-time fulfillment %
    • Estimated ROI: Avoided fines and 30%+ less manual processing.
    • Salesforce objects: Case, ContentDocument, Account
    How we deliver

    Outcome-priced delivery, not hourly billing.

    A senior team, a fixed scope, and human-in-the-loop checkpoints from day one.

    01

    Map your data

    We audit how Case, ContentDocument, Account are used in your org and lock the integration surface.

    02

    Configure the agent

    We configure topics, actions, prompts and guardrails — including 2 human-in-the-loop checkpoints.

    03

    Ship and measure

    Pilot, validate against the KPI ("On-time fulfillment %"), then roll out org-wide on a fixed, outcome-priced scope.

    Frequently asked

    Questions teams ask before they engage us.

    Ready to scope this on your Salesforce org?

    Book a 45-minute working session. We'll map your data, validate KPIs and come back with a fixed, outcome-priced plan.