salesforce org health & agent readiness
AI agents are about to operate inside it — creating records, triggering workflows, making decisions. Before that happens, you need to know what's actually in there. The custom objects nobody documented. The automations nobody mapped. The permissions nobody reviewed. Clavera finds out and makes it safe for what's coming next.
the problem
Admins came and went. Consultants delivered projects and moved on. Departments built workflows that solved a problem in 2019. VPs configured things on weekends. Flows were created, modified, broken, fixed, and abandoned. The result is layer after layer of accumulated complexity that no single person fully understands.
It worked fine when humans were the only ones operating inside it. But now Salesforce is pushing Agentforce, headless APIs, and AI-powered automation into production. Autonomous agents are about to read, write, and act on the same data your team manages manually today.
If you don't know what's in your org, you can't know what the agents are allowed to touch — or what breaks if they get it wrong.
what we do
We audit your Salesforce org, design the governance layer for AI agents, and build production-ready agent systems. Every engagement is fixed fee. You own everything we deliver.
We audit your org — objects, automations, data quality, permissions, integration points — and give you a clear picture of what you have, what's working, and what's a risk.
We design the agent system: which tools each agent can access, what data it sees, where human checkpoints belong, and what happens when something goes wrong.
We deploy working agent systems with deterministic validation, error handling, and monitoring. The AI proposes. The validation layer verifies. Your data stays clean.
Cryptographic proof trails, governance reporting, and ongoing monitoring — so you can show your board, your auditor, or a regulator exactly what your agents are doing.
Enterprise companies are spending hundreds of millions on AI tokens. Most of those tokens are being wasted — routed to the wrong model, applied without validation, burning budget without governance.
Clavera builds agent systems where the LLM is swappable. Claude today, GPT tomorrow, a self-hosted model next year. The trust boundaries, the validation logic, the governance framework — that's where the durable value lives.
Your investment is protected against model changes, pricing changes, and vendor shifts.
how we engage
Every engagement is fixed fee. No hourly billing. No surprise invoices. You know the cost before you commit.
priced for the engagement, not the hourYou inherited a Salesforce org nobody fully understands. Before you make any technology decisions — AI or otherwise — you need to know what's actually in there.
Object & field inventory. Automation mapping. Permission analysis. Data quality profiling. Integration audit.
days, not monthsYou're planning to deploy AI agents on Salesforce. You need to know if your org is ready, what needs to change, and what the agent architecture should look like.
Full 9-module diagnostic. Trust boundary design. Failure mode analysis. Agent architecture roadmap.
up to 60% faster than traditional discoveryYour agents are live. Your org is going to keep changing. New fields, new automations, new teams, new priorities — and the agent systems need to stay aligned with the business as it actually is.
Client-directed engagement. Performance tuning. Diagnostic scans when something changes. Advisory on what to build next. Builds quoted separately.
monthly, scope-protectedthe difference
Different incentive. Different outcome. Their model rewards extending the engagement, expanding scope, and keeping the meter running. Ours rewards finishing the work.
You can see what that looks like in practice below.
One conversation. No pitch deck. We'll tell you honestly whether your org is ready — and what to do if it's not.
get in touch