AI & Salesforce solutions
Every stage of your agentic AI journey, covered.
From choosing the first use case to monitoring agents in production, our practices work together so nothing falls between the cracks.
Our practices
Eight practices, one delivery method.
Agentforce Strategy & Readiness
Find the agent use cases worth building, assess data and trust readiness, and leave with a costed roadmap to production.
- Executive and team workshops on agentic AI
- Use-case discovery and value scoring
- Data, knowledge and permission readiness review
Agent Design & Development
Design, build and test AI agents in Agentforce Builder, with Agent Script for the steps that must run exactly as written.
- Agent design: topics, actions and instructions
- Agent Script for deterministic, auditable flows
- Grounding in Data 360 and unstructured content
Data 360 & AI-Ready Data
Unify, clean and govern the data that grounds your agents with Data 360, Informatica and Zero Copy access to your data lake.
- AI data readiness assessment and data strategy
- Data 360 ingestion, identity resolution and unified profiles
- Zero Copy access to Snowflake, Databricks and other lakes
Agentic Service & Contact Center
Resolve more customer and employee requests with AI service agents, Agentforce Contact Center and Agentforce Voice, with people one handoff away.
- AI service agents for web, messaging and voice
- Agentforce Contact Center implementation
- Agentforce Voice with natural, on-brand conversations
AI for Sales & Revenue
Give sellers AI agents that qualify leads, research accounts and prepare deals, connected to Sales Cloud and Revenue Cloud.
- Lead nurturing and qualification agents
- Account research and meeting preparation
- Pipeline hygiene and deal-risk insights
Agent Fabric & Integration
Connect agents to every system and govern agents from any vendor with MuleSoft Agent Fabric, APIs and MCP.
- API-led integration architecture with MuleSoft
- MCP servers and tools for agent actions
- Agent Fabric registry, scanners and AI gateway
AI Trust, Testing & Governance
Test, monitor and govern AI agents with Agentforce Testing Center, Agentforce Observability and an AI Center of Excellence.
- Responsible AI policy and risk assessment
- Permission, sharing and data-access reviews for agents
- Test plans and automated tests in Agentforce Testing Center
Managed AgentOps & Support
A dedicated pod that monitors and improves your agents, manages Salesforce releases and keeps your org healthy.
- Agent performance monitoring and monthly reviews
- Instruction, topic and action tuning
- New agent skills and use-case rollouts
Platforms
The Agentforce 360 platform, end to end.
Agents, data, integration, analytics and collaboration, so every solution uses the right product for each job.
Agentforce
Autonomous AI agents, Agentforce Builder and Agent Script
Data 360
Unified, real-time data and context for AI
Salesforce Platform
Apps, automation, APIs and MCP tools
Sales Cloud
Pipeline, forecasting and AI sales agents
Service Cloud
Case management with AI service agents
Agentforce Contact Center
Native voice, digital and AI in one console
Revenue Cloud
Quote-to-cash and revenue lifecycle
Field Service
Scheduling, mobile workforce and asset service
MuleSoft Agent Fabric
Discover, orchestrate and govern every agent
Informatica
Data quality, catalog, governance and MDM
Tableau
Analytics and agentic insights
Slack
Where people and agents work together
Accelerators
Agent accelerators for common jobs.
Service Agent Launchpad
A pre-configured AI service agent with Agent Script flows for order status, account updates and case triage, plus clean human handoff to Service Cloud.
Constituent Services Agent
Answers eligibility and application questions from approved knowledge, opens cases and tracks requests for government programs.
Patient Access Agent
Handles scheduling, referral status and benefits questions, grounded in Data 360 with strict access controls for patient data.
AI Readiness Assessment
A scored review of data quality, knowledge, permissions and processes, with a prioritized list of agent use cases and a 90-day plan.
Engagement models
Choose the level of partnership that fits.
AI Readiness Sprint
For leaders who want a clear, prioritized plan before investing in Agentforce.
- Use-case prioritization
- Data & trust assessment
- 90-day agent roadmap
Pilot to Production
For teams ready to launch a first agent and prove its value with real users.
- Agent design & build
- Testing & guardrails
- Staged launch
Managed AgentOps
For organizations running agents and Salesforce at scale who need a team to keep improving them.
- Monitoring & tuning
- New skills & actions
- Release management
Let’s talk
Let’s put your first agent to work.
Tell us where Salesforce and AI stand today. A 30-minute call with an architect is the fastest way to find the agent use cases worth building first.