Data
Account, Contact, Case, and Knowledge coverage. Unified profile (Data Cloud / warehouse). Field-level accuracy and lineage for agent grounding.
The Audit
AI-Readable Salesforce + Agentforce Readiness Audit.
A ten-business-day, read-only audit for Service Cloud teams preparing to deploy Agentforce. Scored across data, automation, service, and integration. Delivered as a written report and an executive readout your CIO and platform owner can both use.
Scored across four dimensions
Automation
Flow inventory, Apex triggers, Prompt Builder / Einstein footprint, action design, and governance model for LLM-backed steps.
Service
Channel coverage, routing, SLA design, knowledge structure, and the paths an Agentforce agent would actually take end-to-end.
Integration & Identity
Downstream systems (ERP, billing, fulfillment), API governance, and the identity, permission, and audit model for non-human (agent) actions.
What you receive
- Executive-ready written report (PDF) with AI-readability + Agentforce readiness scores
- Top 10 risks, prioritized by likelihood and blast radius, mapped to owners
- Quick-win backlog scoped to a single sprint
- 30 / 60 / 90-day implementation roadmap
- 60-minute executive readout for platform owner + business sponsor
- Written recommendations you can share with an internal team or delivery partner
FAQ
- Do you need production Salesforce access?
- No. The audit is read-only. Most clients grant a scoped View-All / read-only permission set, or provide a sandbox refreshed from production.
- Is this a Salesforce reseller engagement?
- No. Independent. No license upsell, no partner quota. The output is a report you can hand to any delivery partner — or to your internal team.
- How long does it take?
- Ten business days from kickoff to written report and executive readout.
- What does it cost?
- Fixed-fee. Priced by org complexity (single org, multi-org, regulated). Discussed on the AI-Readiness Review call.
- Who typically buys it?
- Salesforce Platform Owners, VP Customer Support, RevOps leaders, and CIOs in financial services, insurance, healthcare, and mid-market Salesforce orgs preparing for Agentforce.
Ready to see if it fits?
Email us for a 30-minute AI-Readiness Review. We'll walk your org through the scoring framework and confirm scope.