CRM Workflows & Agents

Salesforce and Agentforce Automation for Growing Teams

We help small and mid-size companies automate Salesforce processes and deploy Agentforce AI agents without enterprise agency overhead. We configure custom Flows, connect external LLMs through REST APIs, and set up autonomous agents to handle lead follow-up and service ticket routing. Everything is built directly in your sandbox and migrated cleanly with working tests.

A good fit for

Who it's for.

The friction

Problems we solve.

Bloated enterprise consultancy fees

Traditional Salesforce consultancies quote months of discovery and tens of thousands in retainer fees for simple agent or Flow setups.

Unused AI features

Teams pay for Salesforce AI capabilities like Agentforce but struggle to configure topics, actions, and external API connectors effectively.

Manual data entry bottlenecks

Sales and support teams fail to update fields consistently, leading to broken pipeline forecasts and orphaned customer inquiries.

The build

What we build.

Agentforce topic and action setup

Configured Agentforce agents with defined knowledge sources, user permissions, and boundary guardrails.

Custom Salesforce Flows

Screen and record-triggered Flows that automate multi-step qualification, approvals, and field updates.

External LLM and API integrations

External service connectors linking Salesforce to Claude, OpenAI, or custom internal microservices via REST.

Case deflection and triage agents

Autonomous support assistants that summarize incoming cases, suggest answers, and route escalations.

Sandbox validation and deployment

Comprehensive sandbox testing, change set or scratch org deployments, and detailed administrator documentation.

Tools we can use

Stack & integrations.

SalesforceSalesforce AgentforceSalesforce FlowApexOpenAI APIClaude APIPythonDocker

A clear path

How we work.

  1. 01

    Message

    Tell us what you want to automate in Salesforce or which Agentforce pilot you are planning. We reply within one working day.

  2. 02

    One-page plan

    We lay out the exact Flow logic, agent actions, system permissions, and a fixed project price on one page.

  3. 03

    Weekly demos

    You review working Flows and agent responses directly in a dedicated Salesforce sandbox every week.

  4. 04

    Launch and support

    We deploy changes to production, run live test transactions, and hand over full admin documentation.

Illustrative scopes

Example projects.

Demo in progress

Agentforce lead qualification assistant

An Agentforce agent that queries inbound inquiries, verifies lead qualification criteria against custom objects, and books discovery calls.

Demo in progress

Automated case triage and summary Flow

A record-triggered Salesforce Flow that calls an external LLM to classify case sentiment, generate summaries, and assign priority queues.

Demo in progress

External order lookup service connector

An Apex REST integration that exposes external warehouse shipping status to Salesforce Service Cloud agents in real time.

FAQ

Straight answers.

How does pricing work?+

We quote a flat, fixed price per project based on clear deliverables. You know the exact cost before we start, with zero surprise billing.

How long does a Salesforce automation project take?+

Most projects take between three and six weeks depending on complexity. You test working functionality in your sandbox every week.

Who owns the configurations and custom code?+

You own everything. All Apex classes, Flow definitions, metadata, and agent configuration files reside directly in your Salesforce organization.

Which Salesforce licenses do we need?+

You will need appropriate Salesforce edition licenses (such as Enterprise or Unlimited) and any required add-on licenses for Agentforce if deploying agent features.

How do you handle security and sensitive customer data?+

We work exclusively in your designated sandbox environment using scoped permissions. We never export your production data to outside systems.

Keep exploring

Related services.

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Let's make your boring work fun again.

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