AI Advisory, on Salesforce or anywhere else.
Simplify the part of the stack that is slowing you down. Sometimes that is Agentforce. Sometimes it is a $30 script. We will tell you which.
Track one
Agentforce & Salesforce AI
Agent design & build
Topics, actions, instructions, guardrails and escalation paths: built and tested rather than demoed.
Custom agent actions
Apex and Flow actions so agents can do things in your org, not just talk.
Knowledge & grounding
Structuring the records and articles an agent reads from, so answers are correct.
Trust, permissions & audit
Einstein Trust Layer, data masking, field-level access, audit trail.
Licence & consumption modelling
Usage forecasting against your real volumes.
Agentforce in Slack
Agents where your people already work, with channel-level scoping.
When we'll tell you not to build an agent.
If your data is inconsistent, your process is undocumented, or the volume does not justify the licence, an agent will amplify the problem. We will say so, and tell you what to fix first.
Advice for the systems and workflows you already run.
Not Salesforce. Claude, ChatGPT, Grok, or any other frontier model. We help you see where AI actually pays off, then design the workflow, the pilot, and the enablement around it.
Opportunity mapping
Workshop-led review. A ranked shortlist scored on value, feasibility, data readiness and risk.
Build vs buy vs configure
Independent evaluation of tools, platform features and custom build. No vendor to protect.
Pilot design & evaluation
Pilots that produce a real answer, with success criteria agreed before the build.
Workflow design
Agents and automation on the tools you already use: internal systems, MCP servers, back-office workflows.
Team enablement
Getting people working with Claude, ChatGPT, Grok, Cursor and the rest: prompt discipline, review practice.
Fractional AI lead
Monthly retained advisory. A senior head on the months you need one.