Agentforce Agents
The Challenge
Service and sales teams face growing contact volumes, rising customer expectations, and pressure to resolve issues faster with fewer resources. Generic automation often fails because it cannot understand context, handle variation, or take meaningful action. Organizations need AI that can genuinely assist agents and handle routine interactions end-to-end—without frustrating customers.
What We Provide
SkAI Agent implements and configures Agentforce Sales and Service Agents—AI-powered agents built on the Salesforce platform that can handle customer interactions autonomously, assist human representatives in real time, and escalate appropriately when needed.
Agentforce Sales Agent
- Sales Agent implementation and configuration
- Agent topic and action design for sales workflows
- Lead qualification and follow-up automation
- Meeting scheduling and pipeline update automation
- Integration with CRM data, products, and pricing
- Handoff to human representatives
- Testing, prompt tuning, and quality assurance
Agentforce Service Agent
- Service Agent implementation and configuration
- Topic and action design for customer service workflows
- Grounding with Knowledge articles and case data
- Automated case creation and status updates
- Self-service resolution flows
- Seamless escalation to human agents via Omni-Channel
- Conversation monitoring and continuous improvement
Agentforce Voice
- Agentforce Voice channel setup
- AI-assisted inbound call handling
- Intent detection and routing
- Real-time agent assistance during live calls
- Post-call summarization and follow-up automation
How We Deliver
- Discovery – Understand your service workflows, contact drivers, data, systems, and escalation rules.
- Agent Design – Define topics, actions, grounding sources, tone, and escalation triggers.
- Configuration – Build the agent in Agentforce, connect knowledge and data, configure channels.
- Testing & Tuning – Test with realistic scenarios, refine responses, validate escalation paths.
- Launch & Monitor – Deploy to a live channel, monitor conversations, and improve continuously.
Potential Outcomes
- Automated handling of routine customer enquiries without human involvement
- Reduced average handle time for human agents through real-time AI assistance
- Consistent, accurate responses grounded in your knowledge base
- Faster case resolution and reduced escalation rates
- Scalable customer service capacity without proportional headcount increase
Outcomes depend on the complexity of your workflows, data quality, and the scope of the implementation. We do not guarantee specific results.
Frequently Asked Questions
Agentforce Sales Agent is designed for sales workflows—qualifying leads, scheduling meetings, updating pipeline records, and assisting sales representatives. Agentforce Service Agent is designed for customer service—answering questions, creating cases, resolving issues, and escalating to human agents when needed. Both can be deployed across multiple channels including messaging, chat, and voice.
Agentforce works best when it is grounded in your knowledge articles, product information, and case data. Organizations with a well-maintained Knowledge base see the best results. If your data is not yet in good shape, we can help you prepare it as part of the engagement.
Agentforce agents can be deployed across messaging channels (WhatsApp, SMS, Facebook Messenger), web chat, Salesforce Experience Cloud portals, and voice channels. The right channels depend on your customers' preferences and your existing Salesforce licenses.
Agentforce licensing requirements depend on the specific agents you want to deploy and your existing Salesforce products. We assess your current licenses as part of discovery and advise on the most cost-effective approach before you commit to any purchase.
Ready to implement Agentforce?
Tell us about your service or sales workflows and we will help you design the right Agentforce solution.
Service Cloud Voice
The Challenge
Many contact centres operate with telephony and CRM running as separate systems. Agents switch between screens, manually log call notes, and lack real-time guidance during conversations. Supervisors cannot see voice alongside other channels. The result is longer handle times, inconsistent service, and missed opportunities to resolve issues on first contact.
What We Provide
SkAI Agent implements Service Cloud Voice—Salesforce's native telephony integration that brings phone calls directly into the Service Console alongside digital channels, case records, and real-time AI assistance.
- Service Cloud Voice implementation and configuration
- Amazon Connect integration and telephony setup
- Bring Your Own Telephony (BYOT) integration where applicable
- Real-time call transcription setup
- Einstein real-time agent guidance configuration
- Omni-Channel routing with voice included
- Call recording, compliance, and storage configuration
- Agent desktop and Service Console configuration
- Supervisor monitoring and dashboards
- IVR and call flow design
- Post-call summarization and automated case updates
- Ongoing voice channel administration and support
How We Deliver
- Discovery – Understand your telephony environment, call flows, agent workflows, and compliance requirements.
- Design – Architect the voice channel, routing rules, agent desktop layout, and AI assistance configuration.
- Build – Configure Service Cloud Voice, integrate telephony, set up transcription and guidance.
- Test – Validate call flows, routing, transcription accuracy, and agent experience with real users.
- Launch & Support – Go live with monitoring and provide ongoing administration and improvement.
Potential Outcomes
- Agents handle calls within the Salesforce console with full CRM context visible
- Automatic call transcription reduces manual note-taking
- Real-time AI guidance may suggest next best actions during live calls
- Voice channel becomes part of a unified Omni-Channel routing strategy
- Supervisors monitor voice alongside digital channels in a single view
Outcomes depend on telephony provider, call volume, data quality, and implementation scope.
Frequently Asked Questions
Salesforce offers Service Cloud Voice with Amazon Connect as the included telephony option. A Bring Your Own Telephony (BYOT) option is also available for organizations that want to keep an existing telephony provider. We assess your requirements and recommend the right approach during discovery.
Yes. Service Cloud Voice integrates with Omni-Channel routing in Salesforce, allowing supervisors and routing rules to manage voice alongside chat, messaging, email, and social channels in a unified queue.
Call recording requirements vary by industry and geography. We work with your compliance and legal teams to design a recording and storage approach that meets your specific obligations. We do not provide legal advice, and all compliance decisions remain the customer's responsibility.
Ready to bring telephony into Salesforce?
Book a discovery call to discuss your contact centre environment and Service Cloud Voice options.
Digital Engagement & Messaging Channels
The Challenge
Customers expect to reach organizations on the channels they already use—WhatsApp, SMS, Messenger, or web chat—without being redirected to a phone queue or a separate support portal. Without a unified approach, digital messages arrive in disconnected tools, agents lack CRM context, conversations fall through the gaps, and reporting is fragmented across channels.
What We Provide
SkAI Agent sets up and configures Salesforce Digital Engagement—connecting messaging channels into the Service Cloud console and Omni-Channel routing engine so agents manage all digital conversations alongside cases, records, and AI assistance in a single workspace.
Messaging Channel Setup
- WhatsApp Business messaging configuration
- SMS and MMS channel setup
- Facebook Messenger integration
- Apple Messages for Business configuration
- Salesforce web chat and embedded service setup
- In-app messaging configuration
Routing and Console Configuration
- Omni-Channel routing rules and queue design
- Agent capacity and work assignment configuration
- Service console layout for digital agents
- Conversation transcript and history setup
- Supervisor monitoring views
Automation and AI
- Automated message flows for common enquiries
- Agentforce Service Agent deployment across messaging channels
- Einstein Bots configuration for pre-agent deflection
- Canned responses and knowledge article surfacing
- Post-conversation surveys and CSAT collection
How We Deliver
- Discovery – Understand which channels your customers use, your current volumes, routing requirements, and compliance needs.
- Channel Design – Map out channel configuration, routing logic, escalation paths, and automation opportunities.
- Setup & Configuration – Connect channels, configure routing, build the agent workspace, and set up automations.
- Testing – Validate message delivery, routing, agent experience, and escalation across all channels.
- Launch & Support – Go live, monitor performance, and provide ongoing channel management support.
Potential Outcomes
- Customers can contact your team via WhatsApp, SMS, or Messenger without leaving their preferred app
- Agents manage all digital conversations in a single Salesforce console alongside case records
- Automated flows handle routine enquiries before escalation to a human agent
- Omni-Channel routing distributes digital work fairly and consistently
- Unified reporting across all channels in one platform
Channel availability depends on Salesforce licensing and approval requirements from platform providers such as Meta and Apple.
Frequently Asked Questions
Salesforce Digital Engagement supports WhatsApp Business, SMS, Facebook Messenger, Apple Messages for Business, web chat (Embedded Service), and in-app messaging. Channel availability and licensing requirements vary. We assess your requirements and licensing as part of discovery.
No. Digital Engagement channels can be set up and managed by human agents without Agentforce. Agentforce adds AI automation on top of those channels—handling enquiries autonomously before escalating to a human when needed. Many organizations start with human-managed channels and add AI agents later.
WhatsApp Business messaging requires approval from Meta as a Business Solution Provider through Salesforce. The process involves business verification and configuration steps. We guide you through the requirements and handle the technical setup once approvals are in place.
Yes. Salesforce Omni-Channel routing can manage voice, digital messaging, and other work items in unified or separate queues. We design the routing configuration to match your team structure and capacity requirements.
Ready to set up digital messaging channels?
Book a discovery call to discuss your channel requirements and current Salesforce environment.
Service Cloud Implementation & Support
The Challenge
Service Cloud is a powerful platform, but organizations often under-use it—relying on email queues instead of case management, missing SLA enforcement, lacking useful dashboards, or running a console that agents find slow and confusing. Getting full value from Service Cloud requires thoughtful configuration, clean data, and an implementation designed around how your service team actually works.
What We Provide
SkAI Agent implements, configures, and supports the full Service Cloud platform—covering case management, knowledge, Omni-Channel, entitlements, automation, and the agent console.
- Service Cloud implementation from discovery to deployment
- Case management, queues, and assignment rules
- Knowledge base setup, article templates, and governance
- Omni-Channel routing design and configuration
- Service console layout and component configuration
- Entitlements, milestones, and SLA management
- Einstein Bots and deflection automation
- Email-to-case and web-to-case setup
- Macro and quick action configuration
- Supervisor and management reporting and dashboards
- Field Service Lightning integration where required
- Ongoing Service Cloud administration and support
How We Deliver
- Discovery – Understand your service workflows, channels, SLAs, team structure, and reporting needs.
- Design – Produce a solution design covering case management, routing, knowledge, and the agent workspace.
- Build – Configure Service Cloud, migrate data where required, and build automations.
- Validate – Test with service team members, refine the agent experience, and confirm SLA logic.
- Launch & Support – Deploy and provide ongoing administration, training, and improvement support.
Potential Outcomes
- All customer service interactions managed and visible within a single platform
- Consistent SLA enforcement and escalation behaviour
- Agents spend less time searching for information with Knowledge surfaced in context
- Supervisors have real-time visibility into queue performance and agent activity
- Foundation in place to add Agentforce AI Agents and digital messaging channels
Outcomes depend on process complexity, data quality, and user adoption. We do not guarantee specific performance improvements.
Frequently Asked Questions
Service Cloud is designed for customer service and support operations—managing cases, knowledge, agent workspaces, and service channels. Sales Cloud is designed for sales pipeline, opportunity management, and account relationships. Many organizations use both. We can implement either or both depending on your requirements.
Yes. Agentforce can be added to an existing Service Cloud org. The quality of the results depends on your existing data, Knowledge articles, and org configuration. We typically assess the existing environment before recommending an Agentforce deployment approach.
Yes. We offer managed support engagements covering Service Cloud administration, configuration changes, automation maintenance, reporting, user management, and technical issue resolution. Support can be scoped based on your team's needs and capacity.
Need Service Cloud implementation or support?
Tell us about your current service operations and we will help you design the right approach.
Salesforce Implementation
Starting a Salesforce implementation without the right foundation can lead to a platform that doesn't reflect how your business actually works. Many organizations rush into configuration before fully understanding their processes, data, and user needs—resulting in poor adoption, missing functionality, and costly rework.
What We Provide
- Business-process discovery and documentation
- Requirements analysis and sign-off
- Solution and technical architecture design
- Data model and security design
- Salesforce configuration and customization
- Data migration planning and execution
- System integration setup
- User acceptance testing support
- Deployment and go-live support
- User training and adoption planning
Delivery Process
Discover: We run structured discovery sessions to understand your goals, processes, users, data, and systems.
Design: We document requirements, design the data model and security model, and produce an implementation roadmap.
Build: We configure and, where needed, develop the solution in a sandbox environment with regular stakeholder reviews.
Validate: We support user acceptance testing, resolve issues, and prepare your team for go-live.
Deploy: We manage the production deployment and provide post-launch hypercare and transition support.
Potential Outcomes
- A Salesforce environment that reflects your actual business processes and supports your team's daily work
- Cleaner, better-structured data from the start
- Higher user adoption when the platform aligns with how people work
- A documented, maintainable solution that your team or future administrators can manage
Outcomes will vary depending on project scope, organizational readiness, and user adoption. SkAI Agent does not guarantee specific business results.
Related Capabilities
Ready to Start Your Salesforce Implementation?
Tell us about your project and we will help you plan the right approach.
Salesforce Consulting
Committing budget and resources to a Salesforce project without a clear architecture or roadmap can lead to expensive mistakes. Organizations often need an objective assessment—of their current platform, their options, or a proposed approach—before moving forward.
What We Provide
- Platform and org assessments
- Solution and technical architecture advice
- Salesforce product-selection guidance
- Implementation roadmap planning
- Governance and security reviews
- Vendor and existing-implementation reviews
- Adoption strategy and change-management input
- Optimization recommendations
Delivery Process
Scope the engagement: Define what you need assessed, advised on, or designed, and agree on deliverables.
Review and research: Examine existing systems, documentation, processes, and stakeholder input relevant to the question.
Analyse and recommend: Produce findings, options, and a clear recommendation with supporting rationale.
Deliver and discuss: Present findings to stakeholders and answer questions to support an informed decision.
Potential Outcomes
- Informed decisions before committing significant budget or resources
- A documented architecture or roadmap you can act on confidently
- Identification of risks or gaps in a proposed or existing approach
- Product and licensing clarity appropriate to your actual requirements
Consulting engagements provide recommendations based on available information. Outcomes depend on the quality and completeness of input provided and on decisions made by your organization.
Related Capabilities
Need Salesforce Advice Before Committing?
Speak with a consultant about your options, architecture, or current platform.
Salesforce Custom Development
Some business requirements genuinely cannot be met through Salesforce's declarative configuration tools. When standard features reach their limits, custom development extends the platform without compromising on performance, security, or maintainability.
What We Provide
- Apex classes, triggers, and batch jobs
- Lightning Web Components (LWC)
- Complex Flow automation
- Custom applications on the Salesforce Platform
- REST and SOAP API development
- Experience Cloud customization
- Apex unit testing and code coverage
- Release management and deployment support
- Performance analysis and code-quality improvements
Delivery Process
Requirements: Document the functional and technical requirements, edge cases, and acceptance criteria.
Technical design: Produce a design document covering data model impacts, API contracts, and approach.
Development: Build in a sandbox with agreed coding standards, unit tests, and regular reviews.
Testing: Run unit tests, integration tests, and support user acceptance testing.
Release: Deploy to production using a managed change set or CI/CD pipeline, with rollback procedures in place.
Potential Outcomes
- Functionality that genuinely cannot be delivered through configuration
- Well-documented, tested code that future administrators or developers can understand and maintain
- Reduced technical debt when replacing poor-quality existing customizations
Not every business requirement needs custom code. We will advise if a configuration-only approach can meet your needs before recommending development.
Related Capabilities
Have a Development Requirement?
Tell us what you need to build and we will assess the right approach.
Salesforce Integration
Incomplete or fragile integrations between Salesforce and other business systems create data silos, manual re-entry work, and unreliable information. Well-designed integrations allow data to flow reliably between the platforms your business depends on.
What We Provide
- Integration architecture and design
- REST and SOAP API integration development
- MuleSoft and middleware integration support
- Platform Events and Change Data Capture
- Third-party connector configuration
- Error handling and monitoring design
- Integration testing and documentation
- Legacy system connectivity
Delivery Process
Map the integration: Document the systems involved, data flows, frequency, and business rules.
Design the architecture: Choose the right integration pattern—real-time, batch, event-driven—and define error handling.
Build and test: Develop the integration in a non-production environment and run thorough functional and edge-case testing.
Deploy and monitor: Deploy to production with logging and alerting in place for ongoing reliability assurance.
Potential Outcomes
- Reliable data flow between Salesforce and connected systems, reducing manual re-entry
- Documented integrations with clear error-handling and monitoring procedures
- Reduced reliance on manual data exports and imports
Related Capabilities
Need Salesforce Connected to Your Other Systems?
Tell us about the systems involved and what data needs to flow between them.
Data Migration
Migrating data into Salesforce from legacy systems, spreadsheets, or other CRM platforms carries significant risk if not planned carefully. Poor data quality, incorrect field mapping, or incomplete validation can undermine user adoption and business continuity from day one.
What We Provide
- Source data analysis and profiling
- Data mapping and transformation design
- Data cleansing recommendations
- Migration scripting and tooling
- Test migration runs and validation
- Production migration planning and execution
- Post-migration data validation and reconciliation
Delivery Process
Analyse: Profile the source data, identify quality issues, and agree on mapping to the Salesforce data model.
Design: Build the transformation rules, cleansing approach, and migration script.
Test: Run multiple test migrations into a sandbox environment and validate results with stakeholders.
Migrate: Execute the production migration, validate record counts and data quality, and confirm success before go-live.
Potential Outcomes
- Historical data accessible in Salesforce without manual re-entry
- Cleaner, better-structured data than what existed in the source system
- Documented migration approach for audit and troubleshooting purposes
Related Capabilities
Planning a Salesforce Data Migration?
Tell us about your source data and timeline to plan the right approach.
Salesforce Administration
Salesforce requires skilled, ongoing administration to remain aligned with business needs. Many organizations lack a dedicated, experienced Salesforce administrator—leading to a backlog of small changes, user problems, and quality issues that accumulate over time.
What We Provide
- User provisioning and access management
- Profile, role, and permission set management
- Configuration changes and field additions
- Page layout and record type updates
- Report and dashboard creation
- Validation rule and automation maintenance
- Release and sandbox management
- User support and troubleshooting
Delivery Process
Onboard: Review the current org configuration, understand your processes, and agree on priorities.
Manage requests: Handle configuration requests, user issues, and ad hoc tasks as they arise.
Maintain and improve: Proactively identify configuration issues, data quality concerns, and improvement opportunities.
Potential Outcomes
- A Salesforce environment that stays current with your business processes
- Faster resolution of user issues and configuration requests
- Fewer errors caused by outdated configurations or unmanaged technical debt
Related Capabilities
Need Salesforce Administration Support?
Tell us about your organization and we will propose the right level of support.
Managed Salesforce Support
Salesforce is not a set-and-forget platform. Ongoing improvements, user support, seasonal changes, and Salesforce's three annual releases all require dedicated attention. Many organizations find they need more consistent support than ad hoc project work can provide.
What We Provide
- Ongoing Salesforce administration
- Configuration enhancements and changes
- Apex and Flow development for new requirements
- Bug fixing and issue resolution
- User support and training
- Salesforce release readiness reviews
- Data quality monitoring and improvement
- Technical-debt reduction over time
How It Works
Onboard: We review your org, understand your priorities, and agree on an initial scope of work.
Regular delivery: We work through your backlog of improvements, requests, and issues on an agreed cadence.
Review and plan: Regular reviews ensure the work remains aligned with your evolving business needs.
Potential Outcomes
- A Salesforce environment that continuously improves rather than drifts
- Predictable costs for Salesforce support and development
- A dedicated team that understands your specific org and business context
Related Capabilities
Looking for Ongoing Salesforce Support?
Tell us about your current environment and team to discuss the right support model.
Salesforce Health Check
Over time, Salesforce orgs accumulate unused fields, inefficient automations, inconsistent security configurations, and technical debt that slows down the platform and increases the risk of errors. A structured health check gives you an objective view of where your org stands.
What We Provide
- Org configuration and complexity review
- Security and access model assessment
- Automation and Flow audit
- Custom code review (Apex and LWC)
- Data quality assessment
- Performance and governor limit analysis
- Prioritized findings and recommendation report
Delivery Process
Access and review: We are granted view access to your org and begin a structured assessment across agreed dimensions.
Interviews: Where needed, we speak with administrators, developers, and end users to understand the practical experience.
Report: We produce a written findings report with prioritized recommendations—immediate risks, medium-term improvements, and longer-term optimizations.
Debrief: We walk through the report with your team and answer questions to support an informed action plan.
Potential Outcomes
- Clear visibility of risks and technical debt in your org
- A prioritized list of improvements to address before they become critical
- Security and compliance confidence from a reviewed access model
Related Capabilities
Want an Objective Review of Your Salesforce Org?
A health check gives you clarity on where your platform stands and what to fix first.
Implementation Rescue & Recovery
Salesforce implementations sometimes stall, miss their original objectives, or deliver a platform that doesn't work as expected. Whether a project has run over budget, lost momentum, or delivered the wrong solution, a structured recovery can get it back on track.
What We Provide
- Rapid assessment of the current state
- Root-cause analysis of what went wrong
- Recovery roadmap and prioritized action plan
- Technical remediation and configuration fixes
- Code review and refactoring of existing customizations
- Stakeholder alignment and reset support
- Adoption recovery and user engagement
Delivery Process
Rapid assessment: Understand the current state of the platform, the original goals, and what has gone wrong.
Recovery plan: Define what needs to be fixed, rebuilt, or re-scoped, and agree on realistic priorities.
Remediate: Work through the priority issues systematically, validating with stakeholders at each stage.
Stabilize: Transition the platform to a stable, maintainable state with documentation and support in place.
Potential Outcomes
- A clear understanding of what went wrong and why
- A functioning platform that aligns with the original business objectives
- Improved user confidence in Salesforce after a failed start
Related Capabilities
Has Your Salesforce Project Stalled or Gone Wrong?
We can assess the situation and recommend the right recovery path.
Automation & Flow Development
Manual, repetitive tasks reduce productivity and introduce errors. Salesforce's automation tools—particularly Flow—can eliminate significant manual work, but poorly designed automations add technical debt and can break under Salesforce's governor limits or in complex org conditions.
What We Provide
- Process analysis and automation scoping
- Record-triggered, scheduled, and screen Flows
- Complex Flow design and documentation
- Automation audit and consolidation
- Migration from legacy Workflow Rules and Process Builder
- Approval process design and implementation
- Apex automation for complex requirements
Delivery Process
Map the process: Document the current manual process, triggers, conditions, and outcomes.
Design: Design the automation with edge cases, governor limits, and error handling in mind.
Build and test: Build in a sandbox and test with realistic data and edge-case scenarios.
Deploy: Deploy to production and monitor for unexpected behavior after go-live.
Potential Outcomes
- Reduction in manual tasks and associated errors
- Well-documented, maintainable automations that other administrators can understand
- A cleaner automation architecture for orgs with legacy Workflow Rules and Process Builder
Related Capabilities
Want to Automate More of Your Salesforce Processes?
Tell us about the processes you want to streamline.
Reporting & Analytics
Many organizations have Salesforce but still lack reliable visibility into their business. Dashboards are outdated, reports return inconsistent data, and leadership cannot get the insights they need. The problem is often data quality, model design, or reporting architecture—not the tool itself.
What We Provide
- Reporting requirements analysis
- Salesforce report and dashboard design
- CRM Analytics (formerly Einstein Analytics) setup
- Tableau integration with Salesforce data
- Custom report types
- Data quality improvements to support reliable reporting
- Report and dashboard governance guidelines
Delivery Process
Understand requirements: Identify what decisions need to be supported and what data exists to support them.
Assess data quality: Identify gaps between the data needed and the data available, and plan remediation.
Build: Design and build reports and dashboards iteratively with stakeholder review.
Train and hand over: Train users on how to use and maintain the reports and dashboards.
Potential Outcomes
- Reliable, timely visibility into the metrics that matter to your business
- Reduced dependency on manual data exports and spreadsheet analysis
- Management dashboards that reflect actual business performance
Related Capabilities
Need Better Visibility from Your Salesforce Data?
Tell us what decisions you need to make and what data you have today.
User Training & Adoption
The best-designed Salesforce implementation can still fail if users don't adopt it. Training that is generic, delivered too early, or disconnected from daily workflows rarely translates into lasting behavioral change. Effective adoption requires role-based training tied to your specific processes.
What We Provide
- User persona and role-based training design
- Live training sessions (remote or on-site)
- Process-specific training materials
- Administrator knowledge transfer
- Adoption health assessment
- Post-launch user support and Q&A sessions
- Change management input and communications support
Delivery Process
Identify user groups: Define the different user roles and the Salesforce features relevant to each.
Design training: Build role-based training content using your actual org and processes.
Deliver: Run training sessions with enough time for questions and hands-on practice.
Support adoption: Provide post-launch support sessions and materials to reinforce the training.
Potential Outcomes
- Users who understand how to use Salesforce for their specific role and processes
- Reduced reliance on workarounds and off-system data entry
- Faster time to proficiency for new users
Related Capabilities
Need to Improve Salesforce Adoption?
Tell us about your team, their roles, and the adoption challenges you are facing.
Agentforce & AI-Readiness Consulting
Salesforce's Agentforce and AI capabilities offer significant potential, but the value they deliver depends on the quality of your data, the design of your processes, and the clarity of your use cases. Organizations that attempt to deploy AI features on a poorly structured Salesforce org often see limited results.
What We Provide
- Agentforce readiness assessment
- AI use-case identification and prioritization
- Data quality review for AI readiness
- Agentforce configuration and setup support
- Einstein feature assessment and scoping
- Data Cloud and Data 360 planning
- AI governance and responsible use guidance
Delivery Process
Assess readiness: Review your current org, data quality, and processes against the requirements for AI features.
Identify use cases: Define where AI genuinely adds value to your specific processes and users.
Plan and prioritize: Build a realistic roadmap for AI adoption based on readiness and business value.
Implement: Configure, test, and deploy agreed AI features with appropriate governance and monitoring.
Potential Outcomes
- A clear picture of which Salesforce AI capabilities are appropriate for your organization now
- An AI-readiness roadmap that addresses data and configuration prerequisites
- Practical AI features configured and deployed to users with appropriate governance
AI feature availability depends on Salesforce licensing. We will confirm licensing requirements during the assessment phase.
Related Capabilities
Exploring Agentforce or Salesforce AI?
We can help you understand what's possible and what's genuinely ready for your organization.