Running a busy Utility Locating Service means processing high volumes of 811 excavation requests with absolute precision to keep contractors digging safely. To accelerate this critical phase, an Agentforce Agent takes charge of the Locate Request Intake by autonomously gathering specific property boundaries and exact excavation depths. The Agentforce Agent communicates directly with callers or digital submitters, collecting all necessary spatial measurements and trenching requirements to seamlessly open a fully detailed 811 marking ticket within Salesforce.
This chart provides a clear, step-by-step visual showing how the Agentforce Agent maneuvers through the intake lifecycle. You will see exactly how the Agentforce Agent receives the initial dig request, validates the property limits using Data Cloud, imports historical contractor records, and ultimately compiles the complete 811 marking ticket. Finally, it pushes the finalized request directly into Omni-Channel for field routing and updates your Tableau dashboards for immediate operational visibility.
Agentforce initiates the workflow by receiving a new locate inquiry via Omni-Channel. The Agentforce Agent records the initial contact details and creates a preliminary case file for the utility request.
The Agentforce Agent autonomously prompts the submitter for specific property boundaries and exact excavation depths. It updates the case record immediately to establish the precise geographical limits.
Using Data Cloud, the Agentforce Agent cross-references the submitted property boundaries against unified municipal utility maps. It autonomously verifies that the coordinates fall securely within your service jurisdiction.
Next, the Agentforce Agent evaluates the recorded excavation depths against safety regulations stored in Salesforce. It flags any deep-trenching requirements that might dictate specialized marking protocols.
The Agentforce Agent imports spreadsheet data using MuleSoft to check the contractor's historical digs. It pulls details directly from a CSV file to add historical context to the current excavation request.
With all spatial constraints and depths gathered, the Agentforce Agent autonomously generates the official 811 marking ticket. It permanently attaches the property boundaries and safety checks directly into the finalized ticket record.
The Agentforce Agent assigns the new 811 marking ticket to the appropriate local field technician using Omni-Channel routing. It immediately alerts the scheduled locator with a detailed breakdown of the site requirements.
Finally, the Agentforce Agent logs the exact intake completion times and ticket attributes into Tableau. It continuously updates your operational dashboards to provide real-time visibility into daily utility locating volumes.
