How It Works
We perform a comprehensive audit of your Salesforce org — licence utilisation, Data Cloud readiness, existing data models, integration landscape, and agent prerequisites.
Every high-ROI agent use case is identified and ranked by feasibility, business impact, and implementation effort — so you know exactly where to invest first.
You receive a board-ready prioritised roadmap: phased agent rollout, resource requirements, success metrics, and a clear path to your first live agent.
What's Included
Full audit of your Salesforce org configuration, data quality, permission sets, and Einstein enablement status — so nothing blocks your first agent.
We assess whether your data is structured, unified, and accessible enough to ground Agentforce agents in real-time, accurate information.
Every viable agent use case across Sales, Service, and Ops is scored by ROI, feasibility, and time-to-value — ranked so you build the right thing first.
We identify unused Agentforce licences, redundant add-ons, and configuration gaps that are costing you money before a single agent goes live.
Every system your agents will need to touch — ERP, ticketing, CRM, data lakes — is mapped against current integration capabilities and gaps flagged.
A detailed technical architecture document: recommended Topics, Actions, Trust Layer settings, and channel configurations for your first agent build.
Who It's For
You've invested in Agentforce licences but haven't deployed a single agent. This engagement turns that sunk cost into a clear, funded activation plan.
You need a defensible, board-ready AI strategy for Salesforce — not a vendor pitch deck, but a real technical and commercial plan grounded in your org's data.
You're assessing whether Agentforce is the right platform for your automation needs. This engagement gives you an objective, implementation-ready answer.