Run the free AI readiness check
Connect a Salesforce sandbox or production org through Claude and Nexus MCP. Get a signal-only report across data, automation, access, and adoption.
Free Salesforce AI Readiness Check
Make Salesforce safe for AI agents.
Check whether your Salesforce org has the data, automation, access, and process-context risks that make AI agents unreliable before Agentforce, Claude, Gemini, or an internal agent touches real work.
Runs in Claude through Salesforce OAuth. Sandbox supported. You see access details before approving.
Free check available
For SaaS teams asked to ship AI on top of a live Salesforce org.
Start with a signal-only readiness check. If the scan shows risk, the Blueprint turns those findings into a ranked cleanup path and first safe AI use cases.
No sales call required to see the setup, access details, and sample output.
The problem
AI agents inherit Salesforce risk.
Bad fields, brittle automation, broad permissions, and missing process context do not disappear when an AI layer sits on top. They become the inputs and actions your agent depends on.
- 01
Bad data becomes bad answers
Duplicate contacts, missing amounts, stale stages, and unclear ownership give agents weak inputs before the first prompt runs.
- 02
Flows fire when agents update records
Active flows and legacy Process Builder logic can turn a simple AI action into a hidden side effect.
- 03
Overbroad access raises exposure risk
AI tools stay safer when permissions match the work an agent should perform.
- 04
Process context sits outside Salesforce
If business meaning lives in tickets, Slack threads, and tribal knowledge, an agent will guess where a human would ask.
Start with signals. Pay for judgment when the scan shows risk.
The free check gives you a first read on AI-readiness risk. The paid Blueprint adds human review, ranked priorities, and a cleanup path before anyone touches production work.
Platform-agnostic AI readiness
The same Salesforce risks matter whether your team chooses Agentforce, Claude, Gemini, or an internal agent stack.
Signal-only free check
The free diagnostic looks for candidate risks across data quality, automation, access, and adoption signals. It does not give destructive cleanup instructions.
Fixed-scope Blueprint
The Blueprint turns scan output into a ranked AI-readiness roadmap, candidate use cases, and a 30/60/90 cleanup sequence.
Cleanup after scope is clear
Implementation starts with one blocker at a time. No open-ended retainer. No vague transformation project.
From free check to first safe AI pilot.
Start with real org signals. Move to human review only when the risk and next step deserve it.
Get the fixed-scope Blueprint
If the scan shows risk, Nexus reviews the findings and turns them into ranked blockers, candidate use cases, and a 30/60/90 cleanup path.
Scope one cleanup blocker
Fix the first blocker with written scope, acceptance criteria, and async updates.
Pick the first safe AI use case
Choose an agent use case only after the data risk and action risk are known.
Offers
Start narrow. Expand when the work is clear.
AI Readiness Blueprint
For teams deciding what to clean up before AI.
€2,500 founding price
A 5-business-day async review that turns the free check into a practical readiness roadmap.
- Human review of readiness signals
- Risks ranked by AI impact
- Candidate AI use cases rated by readiness
- 30/60/90 cleanup roadmap
- Async Loom walkthrough
Cleanup Sprint
For one readiness blocker at a time.
Scoped separately
Bounded async implementation after the Blueprint shows which blocker matters first.
- One cleanup objective per sprint
- Written scope and acceptance criteria
- Admin and code-heavy Salesforce work
- Visible async updates
- No open-ended retainer required
The Blueprint gives you the roadmap. Cleanup work and agent buildout are scoped separately.
Why Nexus instead of the usual options?
- 01
Instead of a generic Salesforce health check
Nexus focuses on whether AI agents can safely answer, act, and escalate on top of your org.
- 02
Instead of org-intelligence tooling
You get a lighter-weight signal check plus senior judgment. No platform rollout required to start.
- 03
Instead of a Salesforce partner discovery project
The Blueprint is fixed-scope, async, and delivered in 5 business days before implementation spend.
- 04
Instead of internal admin review
You get an outside AI-risk lens and a ranked roadmap your team can validate or execute.
- 05
Instead of freelancer cleanup
Nexus ranks risk and AI use-case fit before touching automation, metadata, or permissions.
Senior systems judgment stays close to the work.
AI readiness is not a platform checkbox. It depends on Salesforce data, permissions, automation, and how your revenue team works.
You get one accountable operator, written decisions, and Salesforce implementation only after the risk and scope are clear.
Operator perspective
Revenue operations experience shapes the recommendation before any cleanup starts.
Engineering-backed cleanup
Nexus can handle admin work, automation, integrations, and code-heavy Salesforce fixes once the scope is clear.
No rotating bench
The same operator perspective connects the first diagnostic, the Blueprint, and any scoped cleanup work.
Writing about Salesforce, AI readiness and cleanup.
Why AI agents need clean Salesforce signals
A readiness score turns vague AI risk into something a RevOps team can discuss.
What to clean up before your first AI pilot
How RevOps teams can pick the first blocker instead of starting a broad cleanup program.
Why process context matters before Agentforce
AI tools need the business meaning behind fields, flows and handoffs before they act.
Check Salesforce before AI depends on it.
Find the risks, decide the cleanup path, and choose the first safe AI pilot.
Runs in Claude through Salesforce OAuth. Sandbox supported. You see access details before approving.