A Process Built for
Speed Without Risk
We've refined a four-phase delivery model across dozens of Salesforce implementations. Every step is designed to minimize surprises, maximize stakeholder alignment, and get your agents live — fast.
Four Phases. One Goal.
Most Agentforce deployments go live within 8–12 weeks. Here's exactly what happens at each stage.
We Learn Your Business First
Before touching configuration, we conduct a structured discovery to understand your sales motion, service workflows, data landscape, and org health. We interview stakeholders, audit your Salesforce setup, and benchmark your AI readiness.
- ✓Salesforce org audit report
- ✓Stakeholder interview summary
- ✓AI readiness scorecard
- ✓Data quality assessment
- ✓Top automation opportunity map
- ✓Success metrics framework
Blueprint Before We Build
We translate discovery findings into a comprehensive agent architecture. Every agent gets a defined scope, action set, guardrail configuration, and escalation path — presented to your team for sign-off before a single line of configuration begins.
- ✓Agent topology diagram
- ✓Custom action specifications
- ✓Data flow and grounding plan
- ✓Escalation and handoff logic
- ✓Security and trust layer design
- ✓Sprint plan & milestone schedule
Sprint-Based. Stakeholder-Reviewed.
We build in focused sprints — typically 2 weeks each — with a review at the end of every sprint. Agents are tested in sandbox against real-world scenarios before anyone sees them. UAT is structured, documented, and tracked against success metrics.
- ✓Configured agents in sandbox
- ✓Custom action library
- ✓Prompt template collection
- ✓UAT test scripts & sign-off
- ✓Integration test results
- ✓Training data and KB setup
Go Live. Then Get Better.
Launch day is the beginning, not the end. We deploy in phases — starting with a pilot group — with hypercare support for the first 30 days. After that, we transition into a monthly optimization cadence, reviewing performance and expanding scope.
- ✓Phased production rollout
- ✓User enablement training
- ✓Admin handover documentation
- ✓30-day hypercare support
- ✓Monthly performance reporting
- ✓Quarterly roadmap reviews
How We Think About Delivery
The values that shape every engagement we run — from kickoff to go-live and beyond.
We measure success by business impact — time saved, cases resolved, pipeline converted — not configuration complexity or features deployed.
Weekly status updates, real-time project trackers, and transparent escalation paths mean you're never in the dark about where your project stands.
Every agent is stress-tested against real-world edge cases before any user sees it. We'd rather delay a sprint than ship an agent that behaves unexpectedly.
We build agent architectures that are modular and extensible. Your Phase 1 investment supports Phase 2, 3, and beyond without rework.
Your team leaves every engagement knowing how to manage, extend, and optimize the agents we've built. We don't create dependency — we build capability.
AI systems improve with feedback. Our post-launch optimization cycles ensure agents get smarter every month, not just on day one.
Ready to Kick Off?
Book a free 30-minute call to walk through how this process applies to your specific Salesforce environment and goals.