Make Salesforce safe for AI agents.
Before Agentforce or a Gemini / Claude agent touches real work, check the data risks and action risks underneath.
Free check available
For SaaS teams asked to ship AI on top of a live Salesforce org.
Use the scan to find risk. Use the Blueprint to decide what to clean up before an AI pilot.
The problem
AI agents inherit Salesforce risk.
Bad fields and brittle flows do not disappear when an AI layer sits on top. Broad permissions become harder to control.
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01
Bad data becomes bad answers
Duplicate contacts and missing amounts give agents weak inputs before the first prompt runs.
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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.
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03
Overbroad access raises exposure risk
AI tools stay safer when permissions match the work an agent should perform.
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04
Process context sits outside Salesforce
If business meaning lives in tickets and Slack threads, an agent will guess where a human would ask.
Start with signals. Pay for judgment when the scan shows risk.
Platform-agnostic AI readiness
The same Salesforce risks matter whether your team chooses Agentforce, Gemini / Claude or an internal agent stack.
Signal-only free check
The free scan surfaces candidate risks across data quality and action safety. It avoids destructive cleanup advice.
Fixed-scope Blueprint
The paid Blueprint turns the scan into a ranked cleanup path and first AI pilot recommendation.
Cleanup after scope is clear
Implementation starts with one blocker at a time, not an open-ended retainer or a vague transformation promise.
From free check to safe AI pilot path.
Start with real org signals. Move to human review only when the risk and next step deserve it.
Run the free AI readiness check
Get a signal-only report on data quality and action safety before agents touch Salesforce.
Get the fixed-scope roadmap
Turn the scan into ranked risks, candidate AI use cases and a 30/60/90 cleanup sequence.
Scope one cleanup blocker
Fix one readiness blocker with written updates and a clear definition of done.
Choose the first safe AI use case
Move only when data risk and action risk are known.
Offers
Start narrow. Expand when the work is clear.
Blueprint
For teams deciding what to clean up before AI
€2,500 founding price
A 5-business-day async review that turns the free scan into a practical AI readiness roadmap.
- Human review of readiness signals
- Risks ranked by AI impact
- Candidate 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.
Senior systems judgment stays close to the work.
AI readiness is not a platform checkbox. It depends on Salesforce data and access. It also depends on 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 Salesforce cleanup starts.
Engineering-backed cleanup
Admin changes and code-heavy fixes sit in one delivery lane with diagnostics and tests.
No rotating bench
One senior expert owns context and follow-through. No handoff theatre.
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 pick the first safe AI pilot.