I work on Salesforce automation problems that matter — messy Flows, stuck Agentforce pilots, and clear AI guardrails. Most engagements are fixed-scope projects with clear deliverables. Some turn into ongoing retainers.
Flow & Automation Cleanup
Brittle Flows slow teams down and make admins afraid to touch anything. I refactor the worst offenders, simplify branching logic, and document what's there so your team can maintain it.
Typical scope:
Discovery and Flow inventory
Refactor 2-4 high-impact Flows
Admin-facing documentation
Before/after metrics review
Timeline: 4–6 weeks
Best for: Teams with automation debt, recent Salesforce upgrades, or admins who inherited a mess.
Agentforce Pilot
Agentforce works best when you start small: one or two focused use cases with clear guardrails, not a sprawling AI initiative. I help you pick the right first agents, design the tools and response journeys, and get them into production with observability from day one.
Typical scope:
Use-case discovery workshop
Agent design (roles, tools, permissions, guardrails)
Build, test, and deploy 1–3 agents
Trust Layer configuration
Observability setup (dashboards, logs)
Timeline: 6–10 weeks
Best for: Teams curious about Agentforce but unsure where to start, or orgs with stalled first attempts.
Ongoing Support / Retainers
After a project wraps, some teams want a standing relationship for new Flows, Agentforce tuning, or periodic check-ins. I offer monthly retainers for ongoing advisory and build work.
Not sure which service fits?
Book a 15-minute call. Bring the problem you're stuck on—I'll tell you what I'd do and whether I'm the right fit.