Agentforce & AI Practice

Autonomous AI
that works on your
real data.

Agentforce agents, Data Cloud unification, and Einstein AI — built on a solid data foundation so every agent action, prediction, and recommendation is grounded in accurate, real-time context.

$2.5B
ARR on AI-powered platforms
100+
Enterprise Projects
8+
Industries with AI deployed
20+
Years Salesforce experience
Core Products
The Salesforce AI platform,
fully implemented.

Agentforce, Data Cloud, Einstein AI, and CRM Analytics work together — but only when the data architecture underneath is clean. ETI builds the foundation first.

Agentforce

🤖 Agentforce Agents

Autonomous AI agents deployed across Service, Sales, SDR, and Operations — built with Atlas reasoning engine, grounded in Data Cloud, with full audit trail and guardrails for enterprise governance.

  • Service Agent — case deflection, knowledge retrieval, escalation
  • Sales Development Rep (SDR) Agent — outreach, qualification, scheduling
  • Sales Coach Agent — call analysis, feedback, win/loss patterns
  • Field Service Agent — scheduling, parts lookup, technician support
  • Custom agents for any enterprise workflow
  • Prompt templates, topic configuration, and guardrail design
  • Agent Studio testing and approval workflows
Data Cloud

☁️ Salesforce Data Cloud

Real-time customer 360 — ingest data from 150+ sources, resolve identity, build calculated insights, and activate unified profiles for AI, segmentation, and personalization across every Salesforce cloud.

  • Data ingestion from CRM, web, mobile, ERP, and data warehouses
  • Identity resolution — deterministic and probabilistic matching
  • Unified Profile design and calculated insights
  • Real-time segmentation for Marketing Cloud and Journey Builder
  • Data Cloud activation for Agentforce grounding
  • Streaming ingestion and batch pipeline configuration
  • Data governance, lineage, and consent management
Einstein AI

🧠 Einstein AI & Copilot

Predictive and generative AI embedded across every Salesforce cloud — lead scoring, opportunity health, churn risk, email drafts, knowledge article generation, and Einstein Copilot for every user.

  • Einstein Lead Scoring and Opportunity Scoring
  • Churn prediction and next-best-action configuration
  • Einstein Copilot customization for Sales and Service
  • Generative AI for case summaries, email drafts, knowledge
  • Einstein for Service — case classification and routing
  • Model performance monitoring and tuning
Analytics

📊 CRM Analytics (CRMA)

Tableau CRM dashboards, AI-powered lenses, predictive analytics, and embedded reports within Salesforce — giving every team real-time visibility into pipeline, service, and operational KPIs.

  • Sales pipeline and forecast dashboards
  • Service performance and SLA compliance analytics
  • Marketing attribution and campaign ROI reporting
  • Field service utilization and dispatch efficiency
  • Revenue Cloud billing and ASC 606 analytics
  • Custom dataset recipes and smart notifications
Architecture
Why data comes first.

Agentforce is only as good as the data it reasons over. ETI builds the Data Cloud foundation before deploying any agents — so actions are grounded in real customer context, not stale CRM records.

The ETI AI
implementation sequence.

How we approach every Agentforce engagement

Most AI failures happen at the data layer — agents hallucinate, give wrong answers, or contradict the CRM because the underlying data isn't unified, clean, or accessible in real time. We fix the data model before we build the agent.

This approach means your Agentforce deployment works correctly on day one — not after months of post-launch firefighting.

Discuss Your AI Roadmap
1️⃣
Data Audit & Source Mapping

Identify all data sources, quality issues, and gaps before any Data Cloud ingestion is configured

2️⃣
Data Cloud Ingestion & Unification

Ingest, map, and unify data from CRM, web, ERP, and external sources into a single customer profile

3️⃣
Identity Resolution

Match records across systems using deterministic and probabilistic rules to eliminate duplicates

4️⃣
Calculated Insights & Segments

Build engagement scores, churn signals, and behavioral segments from the unified profile

5️⃣
Agent Design & Grounding

Design agent topics, actions, and guardrails — grounded in Data Cloud for real-time accuracy

6️⃣
Testing, Governance & Go-Live

Agent Studio testing, safety review, human escalation paths, and phased rollout with monitoring

What We Deliver
Every AI engagement, covered.

From initial AI readiness assessment through deployed agents in production — across every Salesforce cloud and team.

🔍

AI Readiness Assessment

Before any deployment — a frank evaluation of your data quality, CRM hygiene, and org readiness to support Agentforce.

  • Data quality scoring across key CRM objects
  • Data Cloud ingestion feasibility assessment
  • Use case prioritization by ROI and complexity
  • Technical debt identification and remediation plan
  • Roadmap with phased deployment milestones
🤖

Agentforce Implementation

End-to-end agent deployment — Service, Sales, SDR, or custom agents — from design through production go-live.

  • Agent topic and action architecture
  • Prompt template design and testing
  • Data Cloud grounding configuration
  • Guardrails, escalation rules, and governance
  • User acceptance testing and adoption training
☁️

Data Cloud Implementation

Complete Data Cloud setup — ingestion pipelines, identity resolution, unified profiles, and segment activation.

  • Data stream configuration from 10+ source types
  • Data model mapping and DMO design
  • Identity resolution rule configuration
  • Calculated insights and segment build-out
  • Activation to Marketing Cloud and Agentforce
🧠

Einstein AI Configuration

Predictive and generative AI across Sales Cloud, Service Cloud, and custom Salesforce objects.

  • Lead, opportunity, and case scoring models
  • Einstein Copilot actions and topic setup
  • Generative AI for drafts, summaries, and KB
  • Next-best-action recommendation rules
  • Model performance monitoring and retraining
📊

CRMA & Analytics

Dashboards, lenses, and embedded analytics for every team — pipeline, service, marketing, and operations.

  • Sales pipeline and forecast dashboards
  • Service SLA and CSAT analytics
  • Field service utilization reporting
  • Custom dataset recipes and smart alerts
  • Tableau integration and cross-cloud reporting
🛡️

AI Governance & Managed Services

Post-deployment monitoring, model tuning, and AI governance framework to keep agents performing and compliant.

  • Agent performance dashboards and KPI tracking
  • Guardrail and safety policy maintenance
  • Prompt template optimization over time
  • New use case identification and deployment
  • Salesforce AI release management
Related Practice Areas
AI connects everything.

Agentforce and Data Cloud don't operate in isolation — they amplify every other Salesforce cloud you run.

Ready to deploy
intelligent agents?

Let's start with an AI readiness assessment — 30 minutes to understand your data, your use cases, and what Agentforce can realistically deliver for your org.

AI Discovery Call (30 min) Send a Message