Services
Four focused engagements. Each one designed around the specific challenges of getting Agentforce and Data Cloud from a Salesforce demo into production in your organization.
Agentforce Readiness Assessment
Know before you build.
Most companies that try to implement Agentforce run into the same wall: they start building before they understand what they actually have. The data isn't clean. The object model is a mess. The team doesn't have the right permissions configured. Six months later, they're still not live.
The Readiness Assessment exists to prevent that. In two weeks, we audit your current Salesforce org, your data infrastructure, and your team's capabilities — and come out the other side with a clear, honest picture of where you are and what it will actually take to get to a successful Agentforce deployment.
Who this is for
- ✓ Companies evaluating Agentforce before committing budget
- ✓ Teams that have already tried and stalled
- ✓ Organizations with complex Salesforce orgs (multi-cloud, custom objects, integrations)
- ✓ IT leaders who need a credible second opinion
What you get
Deliverable artifacts
Data Cloud Architecture
The foundation everything runs on.
Agentforce is only as good as the data it can access. Data Cloud is how you get there — unified customer profiles, real-time data ingestion, intelligent segmentation, and activation across your Salesforce ecosystem. But it's also one of the most technically demanding Salesforce products to implement correctly.
I design Data Cloud architectures that match how your business actually operates: how your data is structured today, where it needs to go, and what quality standards it needs to meet before you're ready to put AI on top of it.
Who this is for
- ✓ Companies investing in AI and needing a proper data foundation first
- ✓ Marketing Cloud customers ready to unify their data
- ✓ Organizations with data in multiple systems (CRM, ERP, data warehouse)
- ✓ Teams who want to segment and activate on unified customer profiles
What you get
Deliverable artifacts
Agentforce Implementation
From concept to production-ready agents.
An Agentforce implementation done right is a genuine competitive advantage. Done wrong, it's an expensive pilot that never makes it to users. The difference is usually the same thing: the quality of the architecture decisions made early.
I handle the full implementation — use case design, agent topics and actions, prompt engineering, Einstein Trust Layer configuration, testing, and production deployment. I've trained 40+ Salesforce architects on Agentforce and I know what separates demos from durable systems.
Who this is for
- ✓ Companies with a defined Agentforce use case ready to build
- ✓ Teams who have completed a Readiness Assessment (or equivalent)
- ✓ Organizations with a functional Data Cloud implementation
- ✓ Sales, service, or field ops teams looking to automate high-volume, complex interactions
What you get
Deliverable artifacts
Fractional AI Architect
Strategic expertise without the full-time overhead.
Not every company needs a full-time AI architect. But most companies trying to do anything serious with Salesforce AI need someone who can make the right calls — on architecture, on vendor decisions, on what to build versus buy versus wait on.
The Fractional AI Architect engagement gives you that person on retainer. I stay close to your implementation, answer the hard questions before they become expensive mistakes, and make sure your team is building in a direction that holds up as the Agentforce platform evolves.
Who this is for
- ✓ Companies with an internal Salesforce team that needs AI expertise
- ✓ Post-implementation teams who need someone watching the architecture
- ✓ Organizations with an active Data Cloud or Agentforce roadmap
- ✓ Teams preparing for a larger implementation engagement
What you get
Deliverable artifacts
How We Work
Every engagement follows a structured process. No black boxes, no surprises — just clear phases with defined outcomes at each step.
Discovery Call
A 30-minute conversation to understand your goals, current state, and what success looks like.
Assessment & Scoping
We define the engagement scope, timeline, and deliverables. No surprises, no scope creep.
Architecture & Design
Deep technical work: audits, data modeling, solution design. The foundation for everything that follows.
Implementation
Build, configure, test, iterate. Hands-on work in your org with full transparency.
Handoff & Enablement
Documentation, training, and knowledge transfer so your team owns the result.
Discovery Call
A 30-minute conversation to understand your goals, current state, and what success looks like.
Assessment & Scoping
We define the engagement scope, timeline, and deliverables. No surprises, no scope creep.
Architecture & Design
Deep technical work: audits, data modeling, solution design. The foundation for everything that follows.
Implementation
Build, configure, test, iterate. Hands-on work in your org with full transparency.
Handoff & Enablement
Documentation, training, and knowledge transfer so your team owns the result.
What Clients Say
Real results from real engagements. More testimonials coming as we grow.
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Not sure which engagement is right?
Most companies start with the Readiness Assessment. It gives us both a clear picture of your situation and makes every subsequent decision faster and cheaper. But if you already know what you need, let's talk about that directly.