Salesforce AI, built and shipped

We build it: agents, prompts, Claude workflows, integrations and the data work underneath.

Is this for you?

It usually is when…

You know which AI use case you want, and need it built properly.
Your team is stretched, or new to agents and prompts.
You have Einstein Bots or older automation to move to Agentforce.
You want Claude or Slack working with Salesforce under your permissions.

What's included

Our certified architects design and ship AI in Salesforce the way they've shipped Salesforce for decades: carefully, in sandboxes first, with every change reviewed.

Agents

Agentforce agents for sales, service and internal teams: designed, grounded in your data, tested against regression cases and monitored.

Claude in Salesforce

Claudeforce setup and Claude-powered workflows, with the permissions and rules your company already runs on.

Prompts and AI features

Prompt Builder templates, AI features switched on and tuned across Sales, Service, Marketing and more.

Data for AI

Clean-up, enrichment and Data 360 work so agents have the context they need.

Integrations

Connecting agents to the systems they need through Named Credentials, external APIs, MuleSoft, Data 360 connectors and Slack.

Modernization

Moving from Einstein Bots and older automation to Agentforce, without losing what works.

How it runs

01
Design
The use case, the data it needs, the actions it takes and the guardrails, agreed with you before anything is built.
02
Build in a sandbox
Agents, prompts, actions and data work built and reviewed in your sandbox, with tests for the behaviour that matters.
03
Test with real people
A pilot group uses it on realistic cases. We tune it until the answers and actions are right.
04
Release and monitor
Released through your process, monitored after go-live, and tuned as real use shows what needs to change.
05
Hand over
Documentation, a walkthrough for your admins, and a list of what to watch.

What you get, and what we need

What you get

Working agents, prompts and actions in production
The data and permission changes they rely on
Test cases for agent and prompt behaviour, kept for future changes
Design and configuration documentation
A handover session and monitoring guide for your team

What we need from you

A product owner who can make decisions quickly
Sandbox access, and your release process
People to take part in the pilot
An admin or developer to learn alongside us

AI that's live, used and safe, with changes you can see, review and roll back.

Questions

Do you build in our org or your own?

In your sandboxes, then through your release process into production. You own everything we build.

How do you test AI that gives different answers each time?

We test behaviour, not exact wording: whether the agent grounds its answer in the right data, takes the right action, and stays within its guardrails, across a set of realistic cases.

What happens after go-live?

We monitor and tune for an agreed period, then hand over. If you want ongoing help after that, we'll agree it with you.