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
- 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