Salesforce AI Services & Strategy
AI isn’t just about turning on new features. To launch Salesforce AI services that fit real business needs, you need to align the right strategy, people, processes, data, and technology.
Partner with experts to define a clear Salesforce AI strategy and implement practical Salesforce AI governance so your AI stays safe, compliant, and scalable.
What You Get from Our Salesforce AI Services
End-to-end Salesforce AI services, from readiness assessment through rollout and optimization.
A Salesforce AI strategy and roadmap aligned to your pipeline, service, and executive priorities.
Salesforce AI governance policies and processes that keep Agentforce and Einstein compliant and safe.
Salesforce Agentforce and Einstein AI Strategy
Salesforce’s autonomous AI agents can handle customer service, sales tasks, and business processes. But they need complete, accurate data to work properly.
Agentforce can:
- Answer customer questions automatically
- Create personalized sales emails
- Generate chat responses from your knowledge base
- Automatically resolve common support requests
Your Agentforce needs:
- Clean customer data without duplicates
- Well-defined business processes
- Proper security and permissions
- Trained teams who understand the technology
Einstein powers predictions, automation, and insights across Sales Cloud, Service Cloud, and other Salesforce products.
Sales Cloud Einstein:
- Lead scoring and opportunity insights
- Activity capture and next best actions
- Forecasting and pipeline analysis
- Account and contact insights
Service Cloud Einstein:
- Case classification and routing
- Article recommendations
- Reply suggestions
- Chatbots for self-service
Einstein Copilot:
- Conversational AI assistant
- Task automation across departments
- Data analysis and insights
- Personalized recommendations
Beyond Salesforce AI
Agentforce and Einstein are powerful tools, but some companies need AI that goes beyond Salesforce native functionality. Our AWS AI experts can build custom solutions to help you meet your needs.
- Custom Generative AI: Create specialized language models for complex industry requirements, document processing, and workflows that best meet your needs
- Agentic AI: Build custom AI agents for additional functionality that works across multiple platforms, and integrate them with your existing systems, including Salesforce, and handle specialized processes
When You Need Custom AI:
- Your industry has unique requirements.
- You need AI to work with non-Salesforce systems.
- Your workflows are too complex for standard automation.
- You have specialized data processing needs.
Our Approach: Technology-Agnostic AI Excellence
We look at your AI needs in terms of business results. Whether your AI needs are best suited to the Salesforce platform or a more technology-agnostic approach, we find the approach that gives you the best return on your investment, no matter the technology.
The 5 Pillars of AI Success
Salesforce AI Strategy
Clear plans for what you want AI to do and why it matters
Without a strategy, you’ll waste time on AI projects that don’t help your business. We help you identify which use cases will give you the biggest return.
Salesforce Data
Clean, complete, and current information
Agentforce and Einstein are only as good as your data. Duplicate records, missing information, and outdated data will make your AI give wrong answers. We clean up your Salesforce data for AI success.
Technology
The right tools and systems in place
Your technology foundation must support AI features and scale with your needs. We ensure your Salesforce org and overall tech stack can handle AI workloads effectively and implement these changes for you.
AI Governance
Rules to keep AI safe and reduce legal risks
AI can create ethical, brand, and legal problems if not managed properly. Our Salesforce AI governance establishes processes to ensure your AI follows regulations and protects your company.
Talent
People who understand AI and can manage it properly
Your team needs to know how AI works and how to use it effectively. We train your people on AI best practices and ongoing technology management.
Launch AI on Salesforce
Whether you want to leverage Agentforce, Einstein, or an off-platform strategy, our Salesforce and AI experts guide you through every step from strategy to rollout, ensuring your AI initiatives succeed.
Our team builds AI solutions in Salesforce that address real business needs. We help you prioritize good data, effective training for immediate adoption, and governance that ensures compliance.