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Agentforce Readiness Check

Eight questions across data, automation, service, and integration. Two minutes. Emailed brief is optional.

1 · Data

How would you rate the quality and completeness of your Account and Contact data?

Mostly clean and enrichedUsable with known gapsInconsistent across teamsUntrusted or stale

2 · Data

Do you have a unified customer profile across systems (Data Cloud, CDP, or warehouse)?

Yes, actively usedPartially implementedPlanned, not builtNo unified profile

3 · Automation

How mature is your Flow / automation footprint in Salesforce?

Well-governed and documentedHeavily used, lightly governedSome flows, mostly manual workMostly manual

4 · Automation

Have you deployed Prompt Builder, Einstein, or LLM-backed actions in production?

Yes, in productionIn pilotExploringNot yet

5 · Service

How complex is your service operation (channels, queues, SLAs)?

Multi-channel, well-routedMulti-channel, partially routedSingle channel, manual triageAd-hoc / email only

6 · Service

Do you maintain a structured Knowledge base agents can ground on?

Yes, curated and currentExists, needs cleanupScattered docsNo knowledge base

7 · Integration

How are your downstream systems (ERP, billing, fulfillment) integrated to Salesforce?

Real-time, governed APIsMix of APIs and batchMostly batch / nightlyManual / disconnected

8 · Integration

Do you have a clear identity, permission, and audit model for non-human (agent) actions?

Yes, defined and enforcedPartially definedInformalNot considered

0 of 8 answered

Nicholas Lee

AI-Readable Salesforce + Agentforce Readiness Audits.