Salesforce Lightning Agentforce for Industries (formerly Lightning Industry Solutions)
Salesforce provides AI-powered, industry-specific apps for healthcare, finance, non-profit, education, energy, and sustainability. These solutions leverage agentic capabilities and enriched data to personalize interactions, optimize experiences, and driving growth and operational effectiveness. The platform fosters team collaboration, streamlining complex processes to improve efficiency across diverse sectors and their external partners.
Features
- AI-powered agents for automated service and operational support.
- Industry-specific data models for unified stakeholder views.
- Intelligent scheduling and multi-step resource coordination.
- Automated document processing and AI-driven data extraction.
- Visual relationship mapping for complex household and entity structures.
- Program and case management with outcome tracking.
- Compliance hubs for industry-specific reporting and audit trails.
- Self-service portals for digital stakeholder engagement.
- Automated revenue lifecycle management including quoting and billing.
- Predictive analytics for goal tracking and performance forecasting.
Benefits
- Improve stakeholder outcomes through personalized, data-driven interactions.
- Reduce administrative burden using AI-powered automation tools.
- Accelerate revenue growth and cross-selling opportunities across sectors.
- Lower operational costs via streamlined digital process orchestration.
- Enhance user satisfaction and engagement through seamless experiences.
- Improve workforce productivity with intelligent scheduling and coordination.
- Simplify regulatory compliance using framework-specific reporting and auditing.
- Enable data-driven decision-making with predictive AI and analytics.
- Scale service delivery without increasing proportional staffing costs.
- Build trust through improved data accuracy and transparency.
Pricing
- Free trial available
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
5 8 7 7 4 5 9 8 9 5 8 9 9 6 7
Contact
XMA LIMITED
Nancy Clayton-Schofield
Telephone: 0115 846 4000
Email: bidteam@xma.co.uk
About your service
- Service categories
-
Applications
Production and operations
Service industry and public sector operations
- Healthcare
- Education
- Adult Social Care
- Children's Social Care
- Other
- Multi cloud support
- Yes
Service scope
- Software add-on or extension
- Yes, but can also be used as a standalone service
- What software services is the service an extension to
- Salesforce services are all modular and pre-integrated with AI from Agentforce built-in. Functionality can be expanded as needed. Typically customers extend by adding: Agentforce Service for case management, Agentforce Sales for CRM and 360 degree information view, Marketing Cloud for engagements and customer journeys. Further information here https://appexchange.salesforce.com/ and https://www.salesforce.com/uk/products/
- Cloud deployment model
- Public cloud
- Service constraints
- Key considerations (further detail in our Supplier Terms) As Salesforce is multi-tenant, there are 'governor limits' which prevent resources from being monopolised by any single organisation. NB though these limits exist it's rare for customers to be impacted, and even more unusual for our current Public Sector customers. In the unlikely event of a need to increase, limits can be extended with various add-ons separately listed. Hitting a limit is often a sign of an underlying design flaw. Please make yourself aware of these limits at this link https://developer.salesforce.com/docs/atlas.en-us.210.0.salesforce_app_limits_cheatsheet.meta/salesforce_app_limits_cheatsheet/salesforce_app_limits_features.htm A user’s password may not be shared with any other individual.
- System requirements
-
- A standard browser, either desktop or mobile
- Connection to the internet
- Salesforce mobile app is available if preferred to a browser
User support
- Email or online ticketing support
- Yes
- Support response times
- Every Salesforce service includes support as standard. The lowest level relies on the Salesforce user community for responses and has a response time of 2 business days, this can be reduced to 15 minutes with the appropriate upgrade in your support plan. https://www.salesforce.com/content/dam/web/en_us/www/cloud-services/documents/premier-success-plans-datasheet.pdf
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.2 AA
- Phone support
- Yes
- Phone support availability
- 24 hours, 7 days a week
- Web chat support
- Yes
- Web chat support availability
- 24 hours, 7 days a week
- Web chat support accessibility standard
- WCAG 2.2 AA
- Web chat accessibility testing
- Our webchat products have been assessed against WCAG 2.2 standards. Details of this compliance are described in our Voluntary Product Accessibility Template (VPAT) statements (available at: https://www.salesforce.com/company/legal/508_accessibility/). While formal usability studies with assistive technology have not been conducted, the services have been robustly assessed against WCAG 2.2.
- Onsite support
- Yes, at extra cost
- Support levels
- Every Salesforce service includes community-based support. This can be enhanced with guaranteed response times through Premier Success. For more critical applications we provide Signature Success which provides Salesforce staff with a knowledge of a specific customers applications and configurations and an initial response from your designated support team in as little as 15 minutes, with personalised updates every 30 minutes.
- Support available to third parties
- Yes
- AI chatbot
- Yes
Onboarding and offboarding
- Getting started
-
Salesforce provides an amazing immersive self-learning environment available called “Trailhead” for anyone who would like to have an engaging and interactive way of learning about salesforce. It is an online and free to use learning environment available here: https://trailhead.salesforce.com/
In addition, Salesforce's Customers for Life is designed to help customers be successful and get up and running quickly. A dedicated group is available for new customers to engage by asking questions, giving feedback, and sharing experiences. this also includes 'Getting Started Webinars', 'Getting started resources','Salesforce Tech-lounge for new customers' and 'getting started live Q&A' further detail available at https://www.salesforce.com/success-gettingstarted/ - Service documentation
- Yes
- Documentation formats
-
- HTML
- Other
- Other documentation formats
-
- Salesforce also provides free online courses, referred to as 'Trails'
- A dedicated website called 'Trailhead' gives access to these 'Trails'
- Each designed with a specific purpose and skill in mind.
- Further information on Trailhead can be found here https://trailhead.salesforce.com/en/trails
- End-of-contract data extraction
- There are a number of options available for customers to extract their data from the service, either during the contract or when the contract ends. We encourage customers to export their data during their contract on a periodic basis to maintain a local copy of their salesforce database, rather than wait until the end of the contract These options include: The Weekly Export Service – export data from the service on a periodic basis via a zip file containing .csv files over a TLS link. Export data over the API via an integration or middleware solution. A comprehensive Salesforce exit strategy paper is available on request.
- End-of-contract process
-
After termination of all subscriptions associated with an environment, Customer Data submitted to the Covered Services is retained in inactive status within the Covered Services for 120 days, after which it is securely overwritten or deleted from production within 90 days, and from backups within 180 days.
Physical media on which Customer Data is stored during the contract term is not removed from the data centers that Salesforce uses to host Customer Data unless the media is at the end of its useful life or being deprovisioned, in which case the media is first sanitized before removal. This process is subject to applicable legal requirements.
Within 30 days post contract termination, customers may request return of their respective Customer Data submitted to the Covered Services. Salesforce shall provide such Customer Data via downloadable files in comma separated value (.csv) format and attachments in their native format.
For more information on Data Deletion period upon contract termination, Please refer "Deletion of Customer Data" section of the Security, Privacy and Architecture Documentation for the respective services available on the Trust and Compliance site: https://trust.salesforce.com/en/trust-and-compliance-documentation/ - Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- The capability of Salesforce via a browser and on a mobile device, via either a browser or the native Salesforce1 App is broadly similar. However, there are some subtle differences as described here: https://help.salesforce.com/s/articleView?id=sf.limits_mobile_sf1_parent.htm&type=5 Note that the salesforce browser UI can also be accessed on many mobile devices.
- Service interface
- Yes
- User support accessibility
- WCAG 2.2 AA
- Description of service interface
-
The interface is a modern and intuitive design, with help functions throughout. The interface can be configured as required
In the platform, it is easy to modify applications to unique requirements. Use the metadata framework and point-and-click tools, custom user interfaces, modify data models, create and edit application business logic and processes. Configuration to modify objects, fields, validation rules, workflow, security settings, formulas, and more without code.
Some functionality is beyond the constraints of a metadata framework. For such cases, developers can create needed functionality in open-ended development environments, using toolkits for most of the common programming languages, or Apex. - Accessibility standards
- WCAG 2.2 AA
- Accessibility testing
-
Salesforce is committed to providing applications accessible to all. This includes users working with assistive technology, such as speech recognition software and screen readers. Salesforce follows international best practices in Section 508 of the Web Content Accessibility Guidelines and strives to meet WCAG 2.2 Level AA.
A third party has assessed and documented the accessibility status of Salesforce core products in the VPAT documents published here: https://www.salesforce.com/company/legal/508_accessibility.jsp - API
- Yes
- What users can and can't do using the API
-
Salesforce provides a rich set of APIs for programmatic interaction, data integration, and platform customisation, including:
REST API: Simple, powerful web service for accessing Salesforce data (CRUD) for web/mobile apps.
SOAP API: Robust, WSDL-based web service for enterprise integrations needing strong type-checking and complex transactions.
Bulk API 2.0: Optimized for asynchronously loading/deleting large datasets efficiently.
Metadata API: Manages and deploys configuration changes between Salesforce organizations.
Streaming API and Pub/Sub API: Enable real-time data synchronization via platform event subscriptions and data change notifications.
These APIs enable developers to extend, integrate, and build custom solutions on the Salesforce platform.
A Tooling API is specifically designed to help developers build IDE apps for salesforce, while the metadata API is for more general purpose configuration migration. The Tooling API gives developers a platform for debugging, code coverage, auto complete, and more. The metadata API allows for migrations, including retrieve, deploy, create, update, or delete customisations for your Salesforce instance and migrate changes from testing to production. - API documentation
- Yes
- API documentation formats
-
- Open API (also known as Swagger)
- HTML
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
-
Point-and-click configuration: The Salesforce platform makes it easy to modify the functionality of Salesforce applications to meet your unique requirements. Working with the metadata framework and a series of simple point-and-click wizards, you can design custom user interfaces and modify the structure of the data model and the application’s business logic.
Configuration enables organisations to modify objects, fields, validation rules, workflow, security settings, formulas, and much more without the need for code. Customise with code: Although point-and-click configuration with the Salesforce platform is the fastest and easiest way to customise, some functionality is beyond the constraints of a metadata framework. For such cases, developers can create needed functionality in open-ended development environments, using toolkits for most of the common programming languages, or Apex.
Scaling
- Independence of resources
- The current daily transaction average for our platform is regularly 6 billion, consistently at sub 250ms response time within the Salesforce environment. Within each logical system, we use load balancers to distribute load among multiple web and application servers for additional scalability and redundancy. The multitenant application design, combined with the fastest servers and high-performance networking infrastructure available, guarantees fast performance. In addition to scaling for growth, Salesforce continually strives to improve the average response time of our services and to back up our claims, full details of transaction volumes and response times are publically reported in real-time at https://status.salesforce.com/
Analytics
- Service usage metrics
- Yes
- Metrics types
- The service includes various metrics to monitor usage and adoption of the service, for example, last login, login duration etc. For Infrastructure detail metrics are available at https://trust.salesforce.com website provides performance and availability information for the entire service. For specific metric monitoring and for more in-depth detail customers can extend capability through the use of Event Monitoring. For example - which applications are being used, by whom, how are they being used, when, where from and are there performance issues? This data can be used to improve adoption, security and performance of the application.
- Reporting types
-
- API access
- Real-time dashboards
- Regular reports
- Reports on request
- Resource tagging
- Yes
- FOCUS resource tagging
- Yes
Resellers
- Supplier type
- Reseller providing extra features and support
- Organisation whose services are being resold
- Salesforce
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Developed Vetting (DV)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
-
- United Kingdom
- European Economic Area (EEA)
- Other locations
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 4.0)
- Penetration testing frequency
- At least every 6 months
- Penetration testing approach
- ‘IT Health Check’ performed by a CHECK service provider
- Protecting data at rest
-
- Physical access control, complying with CSA CCM v4.0
- Physical access control, complying with SSAE-18 / ISAE 3402
- Physical access control, complying with another standard
- Encryption of all physical media
- Scale, obfuscating techniques, or data storage sharding
- Other
- Other data at rest protection approach
-
By default, Salesforce encrypts customer data at rest as disk volumes are encrypted by using at least industry-standard AES-256 algorithm. Snapshots of encrypted volumes are automatically encrypted as well when replicated to long term storage.
In addition, Platform Encryption allows customers to add additional layers of encryption to their data and manage the lifecycle of their data encryption keys themselves.
More specifically, Platform Encryption allows customers to selectively encrypt nominated fields for encryption when stored in the database. This is often referred to as field encryption. Customers can also encrypt their entire database; this is known as tenant level encryption. - Data sanitisation process
- Yes
- Equipment disposal approach
- Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
- Data sanitisation type
-
- Deleted data can’t be directly accessed / Cryptographic Erasure
- Data Erasure
- Explicit overwriting of storage before reallocation / Secure Erase
- Physical Destruction / Hardware containing data is completely destroyed
Data importing and exporting
- Data export approach
-
Multiple options are available for ad hoc data export or regular backup:
Direct Export - into csv/Excel files from a list view or report. Commonly utilised by end users.
Salesforce Data Loader - a free tool for importing/updating/exporting data.
Salesforce API - export via APIs at any time.
Weekly Export Service - to csv files.
Backup & Restore - our native data recovery service: https://www.salesforce.com/products/platform/solutions/data-security/backup-restore-data-recovery/
Partner Tools - pre-integrated third party tools like Mulesoft or OwnBackup. - Data export formats
-
- CSV
- Other
- Other data export formats
-
- XLS
- Out of The Box import via the open standard API
- API export in open standards such as XML and OData
- API also support bulk export and upload
- Pre-integrated ETL tools such as Mulesoft etc.
- Data import formats
-
- CSV
- ODF
- Other
- Other data import formats
-
- Out of The Box import via the open standard API
- API imports in open standards such as XML and OData
- API also support bulk export and upload
- Salesforce Connect code-free integration via OData
- Salesforce Data Loader or third party service Dataloader.io
- Pre-integrated ETL tools such as Mulesoft , Informatica, etc.
- Salesforce can also store content in any flat file format.
Data-in-transit protection
- Data protection between buyer and supplier networks
- TLS (version 1.2 or above)
- Data protection within supplier network
- TLS (version 1.2 or above)
Availability and resilience
- Guaranteed availability
- The Salesforce Services are designed with the concept of continuous improvement and Trust (e.g. Availability, Performance and Security) in the infrastructure. Salesforce uses commercially reasonable efforts to make its on-demand services available to its customers 24/7, except for (minimal) planned downtime, for which Salesforce gives customers prior notice, and force majeure events. This service leverages Public Cloud region, and uses multiple availability zones. This pattern allows services to withstand up to two different zonal faults and continue to be available. Live and historical statistics on Salesforce system performance are publicly published at: https://trust.salesforce.com/en/#systemStatus, and further detail can be shared upon request and NDA.
- Approach to resilience
- Salesforce Hyperforce based cloud services has its compute resources run in 3 Availability Zone (AZ). Services run as containerized applications in containers which is configured for HA (high availability) by distributing nodes across AZs. To take advantage of this, service pods themselves are deployed across AZs when scheduled on nodes. Because of this when one AZ goes offline there will always be available service pods in different AZs to handle the workload. Service pods are also stateless so losing an AZ and nodes in that AZ along with the service pods running in them will cause no loss of data and new service pods will be scheduled on the available zones to handle the load.
- Outage reporting
- Outage escalation policies are established and maintained as Salesforce's goal is to rapidly restore service. In the event of an extended outage, periodic updates are provided in near real time to customers via the trust.salesforce.com dashboard site and in addition, service notifications are provided to nominated contacts via various channels such as email. Update frequency for notifications is dependent on the customer support service plan.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Dedicated link (for example VPN)
- Username or password
- Other
- Other user authentication
-
Salesforce has a comprehensive set of authentication mechanisms that customers can choose from. These include Multi-factor authentication, Single Sign-on, Custom Login flows, and Connected Apps. A connected app is a framework that enables an external application to integrate with Salesforce using APIs and standard protocols, such as SAML, OAuth, and OpenID Connect. Connected apps use these protocols to authenticate, authorise, and provide single sign-on (SSO) for external apps.
Salesforce requires each user to have a unique username that they enter at each login. Administrators can configure several settings to ensure that users' passwords are strong and secure. - Access restrictions in management interfaces and support channels
-
Management access for service support and delivery is done through multiple layers of controls including, but not limited to, multiple 2 factor authentication, just-in-time access, access related to an approved trouble ticket and segregation of duties. These controls are in scope for SSAE-18 auditing and evidenced through the SOC 2/ISAE3402 report.
Access to the management interface for the customer to configure their salesforce environment, is configured by the customer themselves. Robust application design and testing ensures that users without administrative access rights cannot access more sensitive areas of the application. - Access restriction testing frequency
- At least every 6 months
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- Public key authentication (including by TLS client certificate)
- Dedicated link (for example VPN)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- At least 12 months
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- At least 12 months
- How long system logs are stored for
- At least 12 months
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- Yes
- Security governance standards
-
- CSA CSM version 4.0
- ISO/IEC 27001
- Other
- Other security governance standards
-
ISO 27017
ISO 27018
ISO 42001
ISO 9001
SOC 1,2, 3
PCI DSS
NCSC Cloud Security Principles
UK NHS DSPT
EU Cloud Code of Conduct - Information security policies and processes
-
Salesforce's Information Security Management System (ISMS) and information security policies are based on the ISO 27002 framework of best practices and are ISO 27001 certified.
As required by this certification, the ISMS is endorsed by Senior Management. The Chief Trust Officer/CISO has responsibility for the information security policies and ISMS. The Salesforce Security Steering Committee approves/authorizes all changes to the policies, the Statement of Applicability (SoA), the information security manual, and any separate policy statements.
During the ISO 27001 audit process (as well as other audits such as SOX and SSAE 18 SOC 1), senior management for various departments are involved in verifying that policies and procedures are in place and adhered to. Policies are reviewed/approved at least annually.
Company wide security awareness training highlights the importance of the security policies to employees and reinforces the company’s number 1 value of Trust. - Software Security Code of Practice
- Yes
Operational security
- Configuration and change management standard
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Configuration and change management approach
- Changes to infrastructure components are made through code using industry standard Infrastructure as Code (IaC) software and assessed for their security impact before being deployed. Individuals who wish to deploy an IaC change into production are required to follow defined procedures and standards, and to complete mandatory change management training before participating in the change management process. A change must be approved and routed through the change owner before the change can be implemented. A ticketing system is used as part of the change management procedure which records the components and the changes made.
- Vulnerability management type
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Vulnerability management approach
-
Salesforce includes threat modelling into its software development lifecycle to help ensure the risks associated with potential threats are mitigated as early as possible. Multiple threat intelligence sources are used to help understand the current and evolving threat landscape.
Vulnerability scans are performed on all Salesforce information systems and hosted applications. Patches are deployed in timeframes based on CVSS scores and risk level.
All vulnerabilities discovered during penetration tests are entered into the salesforce central ticketing system and are assigned an internal vulnerability ranking according on the OWASP risk rating framework based on likelihood and impact. - Protective monitoring type
- Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
- Protective monitoring approach
- Salesforce Threat Intelligence and Detection team monitors the Salesforce services 24x7 for threats and unauthorized intrusions in collaboration with the Security Incident Response teams. Extensive logging and monitoring is conducted across all Salesforce Services and environments (at application, network and database layers). All suspicious activities are flagged and reported to Salesforce CSIRT for investigation, management, communication, and resolution of security events and incidents in line with the NIST Incident Response model.
- Incident management type
- Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
- Incident management approach
-
Salesforce has an Incident Management Process that guides the Salesforce Computer Security Incident Response team in investigation, management and resolution activities which includes developing standard pre-defined procedures for dealing with common events.
Salesforce will promptly notify the customer in the event of any security breach of the Service resulting in an actual or reasonably suspected unauthorized disclosure of Customer Data. Notification may include phone contact by Salesforce support, email to customer's administrator and Security Contact and public posting on trust.salesforce.com.
Customers can email security@salesforce.com or use the https://security.salesforce.com/contact page to report incidents. - Post-quantum cryptography secure
- No
Secure development
- Approach to secure software development best practice
- Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)
Public sector networks
- Connection to public sector networks
- No
Pricing
- Discount for educational organisations
- No
- Free trial available
- Yes
- Description of free trial
- Salesforce typically offers 30 day access to trial environments for Industries products. These typically include the core licenses, without enhanced add on features.
- Link to free trial
- Please contact us for the current trial link
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 0%
- Between £250,000 and £500,000
- 0%
- Between £500,001 and £1,000,000
- 0%
- Between £1,000,001 and £2,500,000
- 0%
- Between £2,500,001 and £5,000,000
- 0%
- Over £5,000,001
- 0%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- Yes
- Who accredited the ISO/IEC 27001
- LRQA Limited
- ISO/IEC 27001 accreditation date
- Thursday 27 November 2025
- What the ISO/IEC 27001 doesn’t cover
- The certificate scope covers the full company business operations, across all business locations, applicable and relevant to the delivery, deployment and management of IT solutions, support and services in accordance with Statement of Applicability Version 4, and is audit against the new 2022 standard.
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- Yes
- Who accredited the ISO 9001 certification
- LRQA Limited
- ISO 9001 accreditation date
- Monday 17 February 2025
- What the ISO 9001 doesn’t cover
- The certificate scope covers the full company business operations, across all business locations, applicable and relevant to the Delivery, Deployment and Management of IT Solutions, Support and Services.
- Quality management systems (QMS)
- Yes
- CSA STAR certification
- No
- PCI certification
- Yes
- Who accredited the PCI DSS certification
- Barclaycard
- PCI DSS accreditation date
- Thursday 9 January 2025
- What the PCI DSS doesn’t cover
- Our PCI DSS certification applies exclusively to payment processing systems and hosted payment gateways and does not extend to non‑payment systems, corporate IT infrastructure, or business applications outside the cardholder data environment.
- Cyber essentials
- Yes
- Please provide your Cyber Essentials Certificate Number
- B5f066ef-ff99-48a9-94b0-23f1f0ee595b
- Cyber essentials plus
- Yes
- Please provide your Cyber Essentials Plus Certificate Number
- 2d75659c-9df3-4d75-9406-9052a6e68c4b
- Other security certifications
- Yes
- Any other security certifications
- IASME CYBER ASSURANCE LEVEL ONE
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero
Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.
- Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
-