Salesforce AI advisory

Find where AI pays off in Salesforce, and get your data, permissions and governance ready for it.

Is this for you?

It usually is when…

You've licensed Agentforce or other AI features, and usage is low.
Leadership wants an AI plan, and the list of options keeps growing.
A partner has proposed a large AI programme and you want an independent view.
You're not sure your data, permissions or sharing are ready for AI.

What's included

Salesforce now ships more AI than any company can absorb. We help you decide what's worth doing, in what order, and what has to be true first.

AI value assessment

A short, fixed-scope review of your org, processes and goals that ends in a ranked list of AI use cases, each with its value, effort and risk.

Roadmap

A sequenced plan across Agentforce, Claudeforce, Data 360 and the features you already pay for, with the prerequisites for each step.

Readiness review

Field completeness, duplicates, the sharing model, permission set groups, Data 360 ingestion and API limits, checked against what each AI feature needs, with the gaps to close first.

Governance and trust

An AI usage policy, approval steps and audit reporting, with the Einstein Trust Layer configured, so AI acts within your rules.

A second opinion

Have a proposal or statement of work on the table? We review it independently before you commit.

How it runs

01
Goals and constraints
Short conversations with the people who own the outcomes: what they want to change, what's in the way, and what's off limits.
02
Look at the org
Licences, data quality, sharing, automation and integrations, reviewed against what each candidate AI feature needs.
03
Rank the use cases
Each one scored for value, effort and risk, with what has to be true before it can work.
04
Plan and present
A sequenced roadmap, presented to the people who decide, with a clear first step.

What you get, and what we need

What you get

A ranked shortlist of AI use cases, with value, effort and risk for each
A readiness report: data, permissions, sharing and integrations, with the gaps to close
A sequenced roadmap across the features you have and the ones worth adding
Governance recommendations: usage policy, approvals and audit
A recommended first build, scoped and ready to start

What we need from you

A sponsor who owns the outcome
Time with the people who run the processes
Read access to a sandbox or the org's setup
Your current licences and contracts, if you have them to hand

You leave knowing which few AI features to start with, why, and what it takes.

Questions

Do we need to have bought Agentforce already?

No. Part of the assessment is telling you which licences, if any, are worth buying, and which features you already own.

Is the assessment a sales pitch for a build?

No. You get the shortlist and roadmap whether or not you work with us afterwards, and some recommendations will be to wait.

What does a second opinion involve?

You share the proposal or statement of work. We review scope, assumptions, risk and fit against your org, and give you written findings and the questions to ask.