Is our data ready?
Agents give wrong answers when customer data is duplicated, scattered or out of date.
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Salesforce · Agentforce · Data 360
Agentforce and Data 360, built by Salesforce architects
Agents that work inside Salesforce, grounded in a 360° view of your customer and kept inside the guardrails you set.
The challenge
Agents are only as good as their data
The questions we hear from every Salesforce team starting with AI.
Which use case first?
Every team wants an agent. Few know which one pays back fastest.
How do we keep it safe?
Permissions, approvals and audit trails need to be designed in, not added later.
How do we measure it?
Without a baseline, nobody can say whether the agent is actually helping.
Agentforce
Agents that work inside Salesforce
We design, build and test Agentforce agents for sales, service and internal teams.
Readiness and use cases
Assess your org, data and licences, then pick the use case with the clearest return.
Agent design
Topics, instructions and actions built on Flow, Apex and prompt templates.
Service and sales agents
Case deflection, case summaries, lead follow-up and meeting prep, in the channels your customers use.
Testing and tuning
Test conversations at scale before launch and tune agents on real results.
Guardrails and trust
Permissions, data masking and approval steps, using Salesforce's trust layer.
DevOps and handover
Deployments, monitoring and documentation your admins can run.
Data 360
A 360° view of every customer
Data 360 (formerly Data Cloud) brings customer data from every system into one unified profile, so agents, reports and teams all work from the same truth.
- Connect. Bring in data from Salesforce, ERP, web, support and commerce, or query your warehouse in place with zero-copy.
- Unify. Map it to one data model and match records into a single profile per customer.
- Understand. Build calculated insights such as lifetime value, churn risk and engagement.
- Act. Ground Agentforce in that profile, build segments and trigger Flows when something changes.
Beyond Agentforce
Claude and Salesforce, together
When the work reaches past Salesforce, we connect Claude to your org through MCP.
Document-heavy work
Contracts, RFPs and long case histories read and summarized, with the results written back to Salesforce.
Across many systems
One agent that works across Salesforce, email, files and your ERP.
The right tool for each job
Agentforce where it fits best, Claude where it fits best, one design for both.
Delivery
How we deliver
Senior Salesforce architects from the first call to go-live.
Assess
Org, data and licence review, then one use case chosen.
Design
Agent topics, actions, data model and guardrails.
Build
In a sandbox, alongside your existing Flows and Apex.
Test
Scripted and real conversations, measured against a baseline.
Launch
Deploy, monitor and hand over with documentation.
Is it a fit?
A good fit if…
- You run Salesforce and want agents that use your real data
- Customer data is scattered across systems
- You want AI features with governance built in
Is Data 360 the same as Data Cloud?
Yes. Salesforce renamed Data Cloud to Data 360 in 2025. The product and its capabilities carry on under the new name.
Do we need Data 360 to use Agentforce?
Not always. Many agents work on standard Salesforce data. Data 360 helps when an agent needs a unified view that combines data from other systems. We'll tell you honestly which you need.
Agentforce or Claude?
It depends on the job. Agentforce is strongest inside Salesforce. Claude, connected through MCP, is strong at long documents and work that spans many systems. Many teams use both.
Do you sell Salesforce licences?
No. We're an independent consultancy and work with the licences you have or buy from Salesforce.
Will this change our existing automation?
We review your current Flows and Apex first and build alongside them, so existing processes keep working.