Salesforce implementation
Salesforce that your reps use, and your agents can act on.
From new orgs to cleaning up ten-year-old ones, we design Salesforce around how you actually sell and serve. Then we make it agent-ready: clean data, clear automation and Agentforce where it fits.
Quick answer
What does a Salesforce implementation include?
A Salesforce implementation covers discovery, solution design, configuration of clouds such as Sales Cloud, Service Cloud, Revenue Cloud and Agentforce, data migration, integrations, testing, training and go-live support. TheSalesWork also cleans up existing Salesforce orgs and makes them ready for AI agents.
What we cover
Salesforce products we implement
Sales Cloud
Lead-to-cash process design that reps adopt.
- Lead, account and opportunity design
- Territories, routing and assignment
- Forecasting and pipeline dashboards
- Flows, approvals and guided selling
Service Cloud
Case management that scales without adding headcount.
- Omni-Channel routing and queues
- Knowledge, entitlements and SLAs
- Email-to-case and web-to-case
- Service console and macros
Agentforce
Production agents, not demos.
- Use-case selection and readiness review
- Topics, actions and prompt templates
- Data grounding and guardrails
- Testing, monitoring and rollout
Revenue Cloud
Quote-to-cash on the modern Salesforce stack.
- Product catalog and pricing rules
- Quotes, contracts and amendments
- Billing and invoicing setup
- Migration from legacy Salesforce CPQ
Data 360
Unified customer data for segmentation and agents.
- Data streams and identity resolution
- Calculated insights and segments
- Grounding Agentforce with real data
- Activation to marketing and ads
Experience Cloud
Partner and customer portals on your CRM.
- Partner relationship portals
- Customer self-service sites
- Deal registration and MDF flows
- Branded, secure access
Services
How we help
Fixed-scope projects or a monthly team, whichever fits the work.
New implementations
Discovery, solution design, build, data migration, training and go-live.
Org health checks & cleanup
Technical debt, automation sprawl, security and data quality, fixed in priority order.
Migrations
Move from HubSpot, Zoho, Dynamics, Pipedrive or spreadsheets with complete history.
Custom development
Apex, Lightning Web Components, integrations and AppExchange-style packaging.
Integrations
ERP, billing, product usage, data warehouse and your GTM tools.
Managed admin & development
A flexible monthly team for releases, requests and roadmap.
Agentforce, or custom agents on Salesforce
Agentforce is strongest for in-platform actions on clean data. For cross-system context, voice or deeper control, we build custom agents that read and write Salesforce through the API, and we often run both together.
Guides
Further reading
Agentforce vs. custom AI agents for Salesforce: how to choose
Agentforce or a custom agent on Salesforce’s APIs? A practical comparison of data, channels, model choice, governance and time to value.
Read the guide 5 min readIs your CRM ready for AI agents? A 12-point checklist
Before deploying Agentforce, Zia, Breeze or a custom agent, check these 12 points on data, automation, access and process.
Read the guideDo you work on existing Salesforce orgs?
Most of our Salesforce work is improving orgs that already exist: cleanup, automation consolidation, new clouds and agent readiness.
We are on Salesforce CPQ. Should we move to Revenue Cloud?
For many teams, yes, but timing and scope matter. We start with a readiness assessment that maps your products, pricing rules and contract processes to a phased migration plan.
Is our data ready for Agentforce?
Agents are only as good as the data they act on. Our readiness review checks data quality, permissions and automation conflicts before any agent goes live.
Next step
Let’s talk about your Salesforce setup.
Book a call and we’ll review your current setup, goals and timeline, and give you a straight recommendation.