Flagship
Agentforce Implementation
Deploy Service, Sales, SDR, or fully custom Agentforce agents. We handle topic and action design, data grounding, guardrails, structured testing, and rollout, then keep them tuned with observability and continuous evaluation.
- Service Agent for case deflection and self-service
- Sales Coach & SDR Agents for revenue acceleration
- Custom internal agents for ops and finance
- Einstein Trust Layer, masking, and audit-ready logging
Read the Agentforce playbook →
Salesforce Cloud Setup
Implement, configure, and tune the core Salesforce platform so your agents and workflows have a foundation worth building on. Sales, Service, Marketing, Experience, and Data Cloud, done properly, the first time.
- Sales Cloud, pipeline, forecasting, opportunity management
- Service Cloud, cases, queues, omni-channel routing
- Marketing Cloud / Account Engagement, journeys and nurture
- Data Cloud, unified profiles to ground your agents
- Experience Cloud, customer and partner portals
AI Strategy & Roadmap
A consulting engagement that gives leadership a clear answer to "where do we start with AI?", backed by a phased roadmap, owner assignments, and ROI projections.
- Use-case discovery and prioritization workshops
- Capability and data-readiness assessment
- 30 / 60 / 90-day delivery plan
- Build vs. buy vs. partner recommendation
Custom Agent Development
When the out-of-the-box agents don't fit the job, we build the ones that do. Bespoke agents on Agent Builder, connected to your APIs, data, and business logic via Apex, Flow, MuleSoft, and MCP servers.
- Custom topics, actions, and prompt templates
- Apex and Flow actions for system-of-record writes
- External API connectors and MCP integration
- Structured AI evaluations and regression suites
Managed Services
Go-live is the start, not the finish. We provide fractional admin, agent observability, performance tuning, and continuous improvement so your investment compounds month over month.
- Fractional Salesforce admin and developer hours
- Agentforce trace analysis and optimization
- Release-readiness for Salesforce three-times-a-year updates
- Quarterly business reviews with measurable outcomes
Salesforce Health Check
A structured 2–3 week audit of your existing Salesforce org. We surface security exposure, data hygiene issues, automation conflicts, and technical debt, and hand you a prioritized remediation plan.
- Security and permission posture review
- Data quality, duplicates, and integrity checks
- Flow / Apex / Workflow conflict and performance review
- Agent-readiness assessment