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Salesforce AI partner

Make Salesforce AI pay off.

Certified Salesforce architects who tell you which three to five AI features are worth it for you, build them safely, and train your team to run them.

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For mid-sized and enterprise companies on Salesforce.

  • Salesforce Consulting Partner
  • AppExchange Partner
  • Salesforce-certified architects
  • Decades of combined Salesforce experience

What we do

Advise, deliver, enable

Three services for your Salesforce AI journey. Use one, or all three in order.

Advisory

Find where AI pays off in Salesforce, and get your data, permissions and governance ready for it.
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Delivery

We build it: agents, prompts, Claude workflows, integrations and the data work underneath.
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Training

Role-based Salesforce AI training, so your admins, developers, analysts and end users actually use it.
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Ways to start

A small first step, with a clear result

Four ways to begin, each with something you can act on at the end.

AI value assessment

A fixed-scope review of your org and goals that ends in a ranked shortlist of AI use cases.
How it works

A second opinion

Have a proposal or statement of work on the table? We review it independently before you commit.
Ask for a review

A first build

One agent or workflow, built in a sandbox first and rolled out to one team.
How we build

Team training

Role-based training on the AI you've licensed, on your own org.
See the roles

Salesforce AI

Dozens of AI features. You probably need three to five.

Agentforce, Einstein, Data 360, Tableau, Slack and more, grouped by cloud. We help you work out which ones are worth it for you.

Claudeforce, Slackforce and Agentforce Coworker

Salesforce in every place people work

We set these up under your permissions and rules, and tailor Claude’s skills to your process and customizations.

Claudeforce

Salesforce in Claude, and Claude in Salesforce. Prebuilt skills tailored to your process, and new ones built for your org.
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Slackforce and Agentforce Coworker

Salesforce in Slack, and an AI teammate inside Salesforce, rolled out with clean data, the right permissions and real adoption.
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How we work

Value first, then the build

  1. 01

    Listen

    We start with your goals, your org and the licences you already have, not with a product to sell.

  2. 02

    Rank

    Each AI use case gets a value, an effort and a risk, so you can see which few to do first.

  3. 03

    Build safely

    Sandboxes first, every change reviewed and tested, permissions and data access checked before anything reaches production.

  4. 04

    Hand over

    Your people are trained to run and extend what we built, so you aren't dependent on us.

Products

Products from our delivery work

What we’ve learned delivering Salesforce, built into products.

OrgSmith

Run Salesforce with a small team.Agents that answer questions about your org, make changes, and keep it healthy. Every change is approved by a person and recorded.
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StoryWright

Turn a one-line request into reviewed stories, a design and a tested change.Describe what the business needs. StoryWright turns it into user stories and a design, builds and tests the change, and hands it over for approval.
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Candor UI

Components for AI agents that do real work.The interface kit behind our products: chat, plans, approvals, diffs, runs and evals, for developers building agentic apps on shadcn/ui.
Visit Candor UI

Not sure where to start?

Thirty minutes with one of our architects will tell you which Salesforce AI is worth it for you.

Book a call