Services
I specialize in the three hardest problems in Salesforce: architecting AI that actually performs, unifying data across clouds, and recovering implementations that have gone off the rails.
AI & Agentforce Architecture
Design and implement Salesforce Agentforce agents, Prompt Builder templates, and AI-powered automation across Sales, Service, and Experience Cloud.
Who This Is For
Companies that have purchased Agentforce licenses but don't have the internal architecture expertise to design agents that actually perform. SI project teams that need a senior architect to lead the Agentforce workstream. CIOs mandating "AI in Salesforce" without a concrete implementation plan.
The Problem: Your company purchased Agentforce licenses because the AI mandate demanded it. Six months later, the agents aren't resolving cases, aren't closing deals, and aren't delivering ROI. The problem isn't Agentforce — it's the architecture. Most Salesforce architects learned their trade in the pre-AI era and don't know how to design agentic systems that actually perform.
What's Included
- Agentforce agent design and deployment across Service Cloud, Sales Cloud, and Experience Cloud
- Prompt Builder template architecture for consistent, high-quality AI responses
- Einstein AI configuration and optimization for predictive analytics and automation
- AI-powered workflow automation that actually reduces manual work
- Agent performance monitoring, iteration, and continuous improvement frameworks
Data Cloud & Multi-Cloud Architecture
Unify customer data across Salesforce clouds with Data Cloud, build identity resolution models, and architect multi-cloud systems that actually work together.
Who This Is For
Enterprises running 3+ Salesforce clouds with fragmented customer data. Marketing teams that can't segment or activate because data isn't unified. Companies preparing for Agentforce adoption who need the data foundation built first — you can't run intelligent agents on dirty, siloed data.
The Problem: Your Sales Cloud, Service Cloud, and Marketing Cloud each contain a different version of the same customer. None of them are complete. None of them talk to each other in real time. Data Cloud can fix this — but only if someone architects the data ingestion, identity resolution, and activation layers correctly.
What's Included
- Data Cloud ingestion architecture from Salesforce clouds, external databases, and third-party platforms
- Identity resolution models that create a true 360-degree customer view
- Multi-cloud integration orchestration (Sales + Service + Marketing + Commerce + Data Cloud)
- Data governance and quality frameworks that scale across business units
- Real-time segmentation, activation, and analytics for marketing and service use cases
Org Health & Recovery Architecture
Diagnose failing Salesforce implementations, eliminate technical debt, and architect recovery plans that get derailed projects back on track within 90 days.
Who This Is For
Companies with stalled or failing Salesforce implementations. CTOs inheriting a Salesforce org with years of accumulated technical debt. PE portfolio companies needing a rapid technical assessment of their Salesforce investment. Teams that need an honest, independent diagnosis — not from the SI that built the problem.
The Problem: Your Salesforce deployment is six months behind schedule. Your SI partner keeps adding junior consultants, costs are ballooning, and delivery velocity is dropping. Requirements you agreed to a year ago still aren't implemented. Your executive team is questioning the entire Salesforce investment. You don't need another discovery workshop — you need a diagnosis, a plan, and someone who can execute the recovery.
What's Included
- Comprehensive org health assessments identifying technical debt, performance bottlenecks, and governance gaps
- Technical debt identification, quantification, and prioritized remediation roadmaps
- Architecture review and optimization for scalability, maintainability, and compliance
- Distressed project recovery with 90-day turnaround frameworks
- Governance framework design to prevent future failures
Ready to architect Salesforce for what's next?
30-minute discovery call. No pitch — just an honest assessment of where you stand.
Book a Discovery Call