Our Methodology
AgentForce
Agentforce is changing the way we work, allowing autonomous agents to handle routine tasks so your human team can focus on connection and strategy. But like any new hire, these agents need the right training and environment to succeed. We specialize in designing the supportive architecture—defining the Topics, refining the Actions, and harmonizing the Data Cloud foundation—that gives your agents the context they need to act with confidence. Let us build the stage so your new digital workforce can perform perfectly from day one.
We listen until we see your vision as clearly as you do. Technology is only as powerful as the problem it solves. Our engagement starts with a comprehensive discovery phase designed to bridge the gap between your operational reality and Salesforce's potential. We sit down with your stakeholders—from the executive suite to the front lines—to challenge assumptions and refine requirements. This isn't just about gathering a checklist; it's about co-authoring a roadmap that turns your complex requirements into a streamlined, user-centric solution that your team will actually love to use.
Discovery
Turning complex requirements into elegant architecture. Discovery uncovers the complexity; Design masters it. We translate your business needs into a technical blueprint that balances performance with strict governance. Whether it’s architecting for Large Data Volumes (LDV), designing a granular sharing model for sensitive data, or planning efficient integration patterns, we ensure every element serves a specific purpose. We believe that a solid foundation is invisible to the end-user but felt in every seamless interaction. We engineer a system that is secure by default and high-performing by design.
Design
We build for power, but we engineer for maintainability. When we move into development, we treat your Salesforce instance with the precision of a software product. Our philosophy is "clicks-not-code" first—leveraging the full power of standard Salesforce features to keep your technical debt low. However, when unique challenges demand it, our developers deploy robust Flows, Apex, Lightning Web Components (LWC), and custom APIs to extend the platform’s capabilities without breaking its core.
Development
The hardest work yields the highest value. We embrace the complexity that others avoid. We understand that your data reflects your history, but it shouldn't dictate your future. Our team dives deep into the details of your legacy information, untangling the knots of poor data quality with patience and precision. We view this phase as a "data renaissance"—an opportunity to define new governance rules and leave bad habits in the past. When we go live, you won't just have a new system; you will have the confidence that comes from knowing your data is finally right.
Data
Delivery isn't the finish line; it's the starting line for your growth. A system is only as good as the value it generates. Our delivery phase is laser-focused on moving you from "implementation" to "impact" as quickly as possible. We couple our technical deployment with a robust user empowerment strategy, ensuring your team is not just trained, but excited to use the new tools. We validate that every requirement from Discovery has been met and that every Agent is performing as designed. When we sign off, we aren't just delivering code; we are delivering on the promise of the future-state we envisioned together.
Delivery
Support that scales at the speed of your business. We know that your Salesforce needs don't follow a straight line—sometimes you need a quick fix, and sometimes you need a full-time architect. That’s why we discarded the rigid "one-size-fits-all" support model in favor of total flexibility. Whether you need a flexible hourly contract for ad-hoc troubleshooting or dedicated staff augmentation to embed a certified expert within your team, we adapt to you. Our support services ensure you always have the right level of certified firepower to cover gaps, manage releases, and drive continuous improvement—all without the overhead of a permanent hire.