Home > What We Do> Enterprise PlatformsAI> Salesforce Implementation
These are aligned to business objectives, tailored to operating style, and integrated into daily execution.
Every engagement includes strategic planning, agile implementation, quality assurance, and post-implementation support.
Deploy proactive agents that handle tasks across sales, service, and marketing without constant human supervision
Intelligent hand-offs ensure agents escalate complex issues to your team with full context and summaries
Leverage the Atlas Reasoning Engine to understand complex customer queries and take logical actions within your guardrails behavior
Build and configure agents quickly using Agent Builder, existing flows, and prompt templates within the Salesforce platform
Connect to Data Cloud to power agents with real-time, unified customer data and proprietary business context
Leads, accounts, opportunities, and activity in one place
Streamlined workflows and sales management tools reduce admin time
Pipeline visibility, forecasting, predictive analytics, and performance dashboards
Secure, on-the-go access to customer and deal data
Connection to existing systems and productivity tools
Single view of customer issues, interactions, and history
Optimized processes reduce manual effort and speed resolution
Intelligent case distribution balances workloads and improves response times
Secure access to service tools and data from anywhere
Connection to in-house tools and third-party applications via AppExchange
Build and run automated customer journeys using drag-and-drop tools
Segment audiences using profile data, behavior, and preferences for targeted messaging
Manage email, SMS, social, advertising, and mobile engagement from one platform
Connect data from multiple sources and devices into a single customer view
Track performance, engagement, and ROI through real-time insights and custom dashboards
Automate pricing, discounting, approvals, contract amendments, invoicing, and revenue recognition
Guided selling helps teams quote the right products with fewer errors
Consistent customer experience and automated renewals for repeat revenue
Enable resellers and distributors to collaborate, register deals, and access pricing
Connect apps and systems through AppExchange and APIs for multi-channel transactions
Transform raw data into interactive, easy-to-digest charts, graphs, and heatmaps that reveal hidden trends and patterns
Empower both technical and non-technical users to build complex dashboards without the need for extensive coding or IT support
Embed live Tableau visualizations directly into Sales, Service, and Marketing Cloud to keep insights within the flow of work
Utilize Tableau Pulse and Einstein Discovery to receive automated summaries and proactive notifications of critical data changes
Connect to hundreds of data sources, from local spreadsheets to massive cloud warehouses, to create a single source of truth for business intelligence
Ingest and harmonize data from every touchpoint (CRM, web, mobile, and external systems) into a single, real-time “golden record”
Access and act on data from external warehouses like Snowflake or Databricks instantly without the need for costly and complex ETL processes
Advanced matching logic automatically reconciles disparate records to ensure your team always has the most accurate view of every customer
Trigger automated workflows, personalized marketing journeys, and sales outreach the moment a customer interaction occurs
Provide the clean, contextualized data layer required to power Agentforce agents and Einstein AI with trusted, up-to-the-minute business context
Design, build, and deploy APIs and integrations from a single, unified interface to accelerate project delivery times
Create a library of reusable assets that decouple back-end systems from front-end experiences, reducing future development effort
Apply automated security policies and compliance standards across all APIs to ensure data protection and consistent access control
Utilize over 400 out-of-the-box connectors to bridge the gap between Salesforce, legacy on-premises systems, and modern cloud applications
Monitor the health and performance of your entire application network with real-time analytics and advanced troubleshooting tools
Use MuleSoft Composer to empower business teams to build real-time integrations directly within Salesforce without writing code
Leverage MuleSoft IDP and AI to automatically extract and structure data from invoices, claims, and PDFs for use in downstream workflows
Deploy MuleSoft RPA bots to automate repetitive, manual tasks in legacy systems that lack modern APIs or web interfaces
Combine APIs, bots, and document actions into cohesive, end-to-end flows that handle both structured and unstructured data
Trigger RPA bots and IDP actions directly from Salesforce Flow Builder to bridge the gap between CRM and non-API systems
Account management, case submission, and support using Experience Cloud with Service Cloud
Lead sharing, deal registration, and collaboration to improve pipeline visibility
Connect teams using Experience Cloud, Salesforce CMS, and Chatter for real-time communication
Donor and stakeholder reporting when paired with Nonprofit Cloud and grant management
Integrate Salesforce and third-party data, deliver custom reporting, and maintain a single source of truth
Consolidate donation, campaign, event, volunteer, and supporter data for maximized engagement and retention
Track grants and related activity alongside constituent relationships
Manage affiliations and engagement plans with a unified supporter view
Connect revenue and expense transactions through an accounting subledger
Out-of-the-box dashboards for fundraising and program performance
Track services and outcomes in a scalable structure
Online donations, recurring giving, and payment processing through integrated solutions
Leverage the CLAIRE® AI engine to automate data discovery, metadata cataloging, and complex mapping across your entire enterprise
Create a single, “golden record” of truth by reconciling data from fragmented internal and external systems with high-fidelity matching
Ensure compliance with GDPR, CCPA, and industry regulations by automating data lineage tracking, privacy controls, and quality standards
Provide a trusted, enterprise-wide metadata foundation that allows Salesforce AI agents to reason with data beyond the Salesforce platform
Connect seamlessly to hybrid environments, legacy on-premises databases, and modern cloud warehouses through 5,000+ pre-built integration patterns
Move existing on-premises PowerCenter assets to the cloud up to 8x faster using AI-led migration factories and automated conversion tools
Protect your historical investment by reusing up to 100% of existing PowerCenter mappings and business logic within the cloud-native IDMC platform
Lower total cost of ownership (TCO) by up to 50% by eliminating the need for on-premises server maintenance and manual patching
Gain up to 50x faster data processing speeds by leveraging elastic, serverless scaling and modern pushdown optimization
Transitioning from legacy on-premises tools to the cloud is the essential first step to enabling advanced Data Cloud and Agentforce capabilities
