Get Your Salesforce Ready for AI
Most AI projects fail because companies skip the basics.
AI isn’t just about turning on new features. You need the right strategy, people, processes, data, and technology working together.
We help companies build all five pillars of AI readiness so their AI initiatives succeed.
The 5 Pillars of AI Success
Strategy
Clear plans for what you want AI to do and white 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.
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 Duplicate records, missing information, and outdated data will make your AI give wrong answers.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.
Governance
Rules to keep AI safe and reduce legal risks
AI can create ethical, brand, and legal problems if not managed properly. We establish processes to ensure your Agentforce agents and Einstein features follow regulations and protect 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.
What Happens When All Five Pillars Work Together
- Your AI projects deliver real business value. You focus on use cases that matter and measure actual results.
- Your team uses AI confidently. They understand the technology and can manage it effectively.
- Your AI stays compliant and safe. You avoid legal problems and protect your company’s reputation.
- Your AI makes accurate predictions. Clean data leads to better forecasts and smarter recommendations.
- Your technology supports growth. Your Salesforce scales with your AI needs.
How We Build Your AI Foundation
1. Strategy Development
We help you identify the right AI use cases and build a roadmap for implementation.
What you get:
- Business case analysis
- Use case prioritization
- ROI projections
- Implementation timeline
2. Data Foundation Setup
We clean your Salesforce data and establish maintenance processes. This is where we spend the most time with your team.
What you get:
- Data quality audits
- Tools for data cleanup
- Security optimization
- Automated maintenance
3. Salesforce Platform Preparation
Following our assessment, we can then optimize your Salesforce setup for AI performance and scalability, utilizing native Salesforce AI tools as well as supplemental technologies.
What you get:
- Feature configuration
- Integration setup
- Scalability planning
- Performance optimization
4. Governance Framework
We establish processes to manage AI risks and ensure compliance.
What you get:
- AI ethics guidelines
- Risk assessment procedures
- Compliance frameworks
- Monitoring protocols
5. Team Training & Development
We can also train your people on AI concepts, tools, and best practices.
What you get:
- AI fundamentals
- Tool-specific instruction
- Best practices workshops
- Ongoing support materials
Salesforce Agentforce and Einstein: Powerful with the Right Foundation
Agentforce
Salesforce’s autonomous AI agents can handle customer service, sales tasks, and business processes. But they need complete accurate data to work properly.
What Agentforce can do:
- Answer customer questions automatically
- Create personalized sales emails
- Generate chat responses from your knowledge base
- Automatically resolve common support requests
What Agentforce needs to work:
- Clean customer data without duplicates
- Well-defined business processes
- Proper security and permissions
- Trained teams who understand the technology
Einstein
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. Then 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 based on 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
Don’t Skip Steps in Your AI Journey
Most companies focus on just one or two pillars. Then they wonder why their AI doesn’t work.
Strategy without good data leads to wrong answers. Good data without trained people leads to poor adoption. Great technology without governance creates compliance risks.
We help you build all five pillars so your AI succeeds from day one.
What you get:
- Evaluate your current setup
- Identify areas of action
- Outline defined use cases for Agentforce, Einstein and other AI tools