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Forward Deployed Engineering for Salesforce

Agentforce, Data Cloud and the industry clouds in production. The engineers are certified and the architecture is signed before the build.

Start with a 30-minute conversation See the customer stories

The situation

Most Agentforce programmes stall between pilot and production. The model is rarely the cause. The usual causes are permissions too broad for an agent to hold, customer data that is not unified, and no approval step between an AI suggestion and a change to a record. With Claude now inside Salesforce, these gaps matter more, not less.

agentforce / proposed change

Opportunity.StageName
from Qualification to Proposal
Opportunity.NextStep
from Send the briefing note to Partner review

awaiting approval approved: written back to the record

AI suggests, and a named person approves.

What we deliver

Agents grounded in your data and policies, Data Cloud unification, Prompt Builder, and Einstein Trust Layer configuration

Featured offer: Claude in Salesforce Readiness Assessment

A fixed-scope assessment that tells you what must be true before agents act on your records.

  • Profile, permission-set and sharing audit, viewed from an agent's point of view
  • Data readiness: what agents can rely on and what they cannot
  • A shortlist of use cases, ranked by value and risk
  • A token and cost model per workload
  • The governance posture: approval gates, audit trail and read-only-first rollout

Output: a costed roadmap your architects can sign.

Proof

  • Global capital advisory firm. Three production AI capabilities on a governed FSC model: investor-to-mandate scoring, conversation intelligence, and email to scored deal data.
  • Investment bank. Eleven Einstein and Agentforce pilots scoped and delivered inside FSC, each with a signed governance posture.
  • Wealth management firm. Four-week discovery and a costed AI-readiness remediation plan, with every finding evidenced in code.
Start with a 30-minute conversation See the customer stories