Agents amplify whatever your org already is.
Agentforce plans and executes real actions through your Flows, code and integrations. Which means the data model and automation layer underneath stop being back-office concerns and become the thing that decides whether any of it works.
We work the RevOps layer: pipeline and forecast architecture, Flow rebuilds, and an integration layer that respects governor limits.
Nothing breaks loudly. It just gets slower to change.
Three automation engines at once
Workflow Rules, Process Builder and Flow all firing on the same object, in an order nobody documented.
Flows nobody can read
A forty-element Flow its own author cannot parse a month later is not automation, it is a liability with a canvas.
Governor limits met at volume
Non-bulkified Apex and record-by-record writes pass in a sandbox and fail on the first real import.
Validation firing mid-write
An integration writes half a record, a validation rule rejects the rest, and the org is left in a state no report explains.
The RevOps layer, on your org
We are not a Salesforce admin shop and will not pretend to be. We build the revenue architecture and the automation around it, and we work alongside your admin or SI where one exists.
Pipeline & forecast architecture
Stages with exit criteria, forecast categories that mean something, and the definitions written down so the number survives an argument.
Flow rebuilds off legacy engines
Workflow Rules and Process Builder consolidated into documented Flows, shipped through a sandbox with a rollback path.
Enrichment and orchestration outside the org
Bulk endpoints and staged writes into Salesforce so governor limits stay a design input rather than an outage. GTM automation.
Agent readiness
Before agents get action rights: clean grounding data, an action layer that is safe to trigger, and a written list of what an agent may never do unattended.
Data Cloud is now Data 360. If a vendor deck still says Data Cloud, it was written before the rebrand — worth checking what else in it is out of date.
An honest comparison, including where we are the wrong choice
Where the RevOps layer moved the number
Legacy automation consolidated
Three overlapping engines on one object reduced to documented Flows with a rollback path and a named owner.
Signal-driven outbound into the CRM
Intent signals collected into one log, drafts generated per signal, every send approved by a rep before it left.
Bulk-safe integration layer
Record-by-record writes replaced with bulk endpoints and staged loads, ending the recurring import failures.
Numbers for these engagements are withheld pending client clearance. We publish a figure only with approval, the sample size and the method. See all case studies.
Salesforce and RevOps, answered.
You are a HubSpot Platinum partner. Why should we trust you on Salesforce?
Because the work we sell is CRM-agnostic. The revenue architecture, enrichment and orchestration layer are the same discipline on either platform; only the write step changes. If you need deep administrative Salesforce work, we will say so and point you at someone who does it all day. Our HubSpot practice.
Should we adopt Agentforce now?
Only after the grounding data and action layer are in a state you would be comfortable letting an agent act on. An agent inherits your org's assumptions and executes them faster than a person would.
Boutique or a large SI?
If the programme spans several clouds and dozens of people, take the SI. If the problem is that the forecast is not believable and handoffs leak, that is process and data work, and a small senior team moves faster on it.
Will you work alongside our admin or existing partner?
Usually yes, and it works better that way. They keep ownership of the org; we build the automation layer and hand it over documented.
What does it cost?
Scope is quoted after the org audit. The honest number depends on how much debt is in there, so we do not publish a rate that would not survive contact with your instance.
Start with an org audit, not a rebuild.
Two weeks, fixed scope. Automation inventory, technical debt named, and a prioritised order to fix it in — whether or not you build it with us.