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.
FAQs
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At minimum: a login with permission to view the relevant objects and Flows, plus access to Flow error emails / debug logs (or a way to export them). For Agentforce work, I’ll also need a sandbox (preferred) and a clear owner for approvals.
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Yes. I’m happy to pair with your admin or partner—especially if you want the work maintainable after I’m gone. I’ll leave handoff notes, naming conventions, and “how to change this safely” guidance.
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One or two focused use cases. We define success criteria, design the agent’s role + guardrails (data access, allowed actions, escalation), build and test, then deploy with basic observability (logs/dashboard + a review workflow).
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I prefer fixed-scope work with clear deliverables. After a short discovery, I’ll propose a scope, timeline, and what “done” means. If the situation is too unknown, we start with a short diagnostic.
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A single point of contact, fast answers to a few process questions, and a place to test safely (sandbox). If you can share one “broken” Flow link and 2–3 examples of failure cases, we’ll move faster.
AI Guardrails & Governance
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:
Guardrail design (data access, escalation rules, “allowed actions”)
Trust Layer / safety configuration (plain-language)
Observability: logs, dashboards, review workflow
Timeline: 2–4 weeks
Best for: Teams that need auditability before broader rollout
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.