Data isn't agent-ready
Case records, knowledge, and customer profiles are inconsistent across teams. LLMs will confidently ground on the wrong version.
For Salesforce teams preparing for Agentforce
AI-Readable Salesforce + Agentforce Readiness Audit.
An independent, buyer-side audit that tells your Salesforce, Service, and RevOps leaders exactly what has to change before you can safely deploy Agentforce — with a scored report and a 30/60/90 roadmap in ten business days.
Built for regulated & mid-market Salesforce orgs
Financial ServicesInsuranceHealthcarePublic-sector-adjacentMid-market Salesforce orgs
The problem
Agentforce demos great. Then it meets your real org.
Automation is undocumented
Flows, Apex triggers, and integrations were built by different people over years. Nobody can predict what an agent will trigger.
Governance is unclear
Regulators, security, and legal want to know who the agent is, what it can see, and what it can do. Nobody has written it down.
Who it's for
The people on the hook when Agentforce goes live.
Salesforce Platform Owners
VP Customer Support
RevOps Leaders
CIOs & Digital Transformation Leads
What you get
A scored report your CIO and platform owner can both use.
AI-Readability Score
How well your Salesforce data, knowledge, and processes are structured for LLMs and Agentforce to reason over safely.
Agentforce Readiness Score
Scored across data, automation, service, and integration — with the specific gaps that will block a production agent.
Top Risks & Controls
Governance, permissions, and data-boundary risks flagged for regulated environments. Prioritized by likelihood and blast radius.
Quick Wins & Roadmap
A 30/60/90-day implementation plan you can hand to your Salesforce team or delivery partner and act on this quarter.
How it works
Ten business days. Read-only. No production changes.
1
Kickoff
60-minute working session. Confirm scope, buyer goals, and data access model.
2
Read-only review
Structured review of orgs, flows, knowledge, permissions, and integrations. No data leaves your environment.
3
Scoring & synthesis
AI-readability and Agentforce readiness scored against the framework used in the free check.
4
Executive readout
Written report + 60-minute readout with your platform owner and business sponsor. Roadmap you can act on.
Why this audit
Built by a Salesforce Architect who ships AI systems.
Multi-org Salesforce administration & governance
Agentforce actions, Prompt Builder, Data Cloud
AI systems delivery across LLMs and Databricks
Independent — no reseller quotas, no license upsell. The audit exists so your team knows what has to change before Agentforce touches production.
Know exactly what has to change before Agentforce goes live.
A 30-minute AI-Readiness Review is the fastest way to see whether this audit fits your org. No sales pressure.