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Every engagement starts with discovery. If we find there's nothing to build, we tell you. If there is, you'll have a roadmap that tells you exactly what, in what order, and why — before you spend another dollar. After we build, we stay close to the system as your org evolves.
We audit your Salesforce org, interview the people who do the work, and design the agent architecture. You get a document that tells you exactly what to build, in what order, and why.
We don't just ask management what they want automated — we talk to the people who actually do the work and find the repetitive, error-prone, time-consuming tasks that agents can handle.
The roadmap covers: workflow inventory ranked by ROI and risk, data landscape analysis, agent design with trust boundaries, failure modes and blast radius for each workflow, governance framework, and a phased implementation plan.
What we need from you: Salesforce sandbox access, 2–3 stakeholders for 30-minute interviews, a 60-minute kickoff, and a 60-minute delivery session.
The prioritized workflows from your roadmap, implemented as working agent systems on your Salesforce org. Each workflow includes agent logic, a deterministic validation layer, comprehensive testing, and graceful error handling.
Before any agent writes anything back to Salesforce, a validation layer checks the output against your business rules. This isn't "trust the AI" — it's "verify the AI's work before it touches your data."
1 agent workflow. Clean data. Salesforce only. Standard business rules.
2–3 workflows. Light data remediation. Multi-step validation logic.
3–5 workflows. Data Cloud or external systems. Complex cross-object governance.
Phase 2 ends with a working agent system. Phase 3 is what happens after that system meets reality.
Salesforce orgs aren't static. New fields appear. Automations accumulate. Teams reorganize. The agent system tuned three months ago is operating on an org that has changed since. Phase 3 keeps the agent systems aligned with the org as it actually is — not as it was when we left.
Inside the engagement: diagnosing agent issues, tuning validation rules, advising on what to build next, governance reporting, diagnostic scans when something changes in your org, minor configuration changes.
Outside the engagement: net-new workflow builds, data remediation projects, new system integrations. These get scoped as separate fixed-fee projects when you want them. The boundary is explicit. No surprise invoices.
Performance monitoring, exception analysis, minor tuning, diagnostic scans when issues surface. For stable agent systems that need a safety net.
Everything in Watch, plus proactive advisory. We identify automation opportunities and org changes before they become problems. For orgs that are actively evolving.
Everything in Crew, plus priority response, expanded configuration capacity, and governance documentation for board or audit review. For orgs expanding agents across multiple departments or operating in compliance-sensitive environments.
You own everything throughout. The code, the configuration, the documentation. The agent system runs on your Salesforce org with your credentials. Phase 3 is how we stay close to it as your org evolves — not how we hold the keys.
optional add-ons
When discovery reveals your Salesforce data is too messy for agents to act on reliably — duplicate records, inconsistent field values, missing required data. A focused sprint to clean, normalize, and structure the data your agent workflows depend on. Scoped before any Phase 2 Build begins.
priced for the engagement, not the hourFor regulated industries — financial services, healthcare, pharma, insurance, public sector — where AI agent actions need to be independently verifiable for audit and regulatory defense. An append-only, tamper-evident proof trail of every agent decision, built to EU AI Act and SOC 2 Type II conformance standards. Requires Garage-tier Phase 3 engagement for ongoing operational support.
priced for the engagement, not the hourTell us about your Salesforce org and what you're trying to accomplish. We'll tell you honestly whether an assessment makes sense.
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