DATA 360 · AGENTFORCE AI · MULTI-CLOUD SERVICES & SOLUTIONS

Data 360 & Agentic Solutions: Agentforce AI Agents on Salesforce, Grounded in Your Data

End-to-end Enterprise Services & Solutions engineered for scale. We engineer Data 360 (Data Cloud) zero-copy pipelines, autonomous Agentforce AI workflows, Service Cloud & Omni-Channel routing, Field Service (FSL), Education Cloud, and dedicated Tier-2 & Tier-3 managed support.

Explore Solutions Breakdown
THE THREE PILLARS OF OUR PRACTICE

Data 360 First. Autonomous Agentforce Second. Multi-Cloud Scale Third.

Every Salesforce transformation needs a clean data foundation before autonomous agents can act safely. Here is how we sequence the build.

PILLAR 01 · FOUNDATION

Data 360 Zero-Copy

Unify enterprise data lakes into real-time Data Model Objects (DMOs) without expensive ETL pipelines or copying data.

Zero-Copy Lakehouse Federation with Snowflake, BigQuery & Databricks
Calculated Insights & Real-Time Identity Resolution rules
Vector Database indexing for semantic search & retrieval (RAG)
High-Volume Platform Events & MuleSoft API-led streaming ingestion
ZERO-COPY FEDERATION · NO DATA DUPLICATED
PILLAR 02 · REASONING

Agentforce AI & Atlas Workflows

Deploy autonomous agents that reason, plan, and execute multi-step business logic grounded in your verified CRM data.

Custom Agent Actions built in Apex with Invocable Method contracts
Prompt Template Engineering with CRM & Data 360 semantic grounding
Atlas Reasoning Engine integration with governed multi-step execution loops
Einstein Trust Layer: zero data retention, toxicity masking & audit trails
GROUNDED IN YOUR OWN CRM RECORDS
PILLAR 03 · ENTERPRISE CLOUDS

Enterprise Clouds & Tier-2/3 Support

Targeted multi-cloud execution across Service Cloud, Field Service (FSL), Education Cloud, and ongoing dedicated Tier-2 & Tier-3 managed support.

Service Cloud & Omni-Channel Routing with Automated Case Swarming
Field Service (FSL) mobile offline sync & dispatcher schedule optimization
Education Cloud recruitment, admissions, and student lifecycle engines
Dedicated Tier-2 & Tier-3 Managed Support, proactive telemetry, and architect escalations
DEDICATED TIER-2 / TIER-3 SUPPORT · DEFINED RESPONSE SLAS
360° ISV PRACTICE ARCHITECTURE RADAR

Six Unified Disciplines. One Commercial AppExchange Engine.

Six disciplines, one engine — inspect the technical specifications, deliverables, and delivery commitments behind each practice area.

App / AgentExchange
Modular 2GP Engine

Turn proprietary SaaS or enterprise IP into a high-performance commercial Second-Generation Managed Package (2GP) optimized for listing on Salesforce AppExchange / AgentExchange.

Built to 2GP & AgentExchange packaging standards
Agentforce AI Solutions
Atlas AI Workflows

Build governed, autonomous AI agents grounded in real Salesforce CRM records and Data 360 semantic vector search, with Trust Layer guardrails on every response.

Atlas reasoning grounded in your own CRM records
Data 360 & MuleSoft
Zero-Copy Lakehouse

Data 360 (Salesforce Data Cloud) zero-copy streaming pipelines, MuleSoft API-led connectivity, and High-Volume Platform Events ensuring real-time unified intelligence.

High-volume Platform Events with replay and recovery
Security Review
Audit-Ready Engineering

Security Review is the biggest failure risk for an ISV. We design, scan, remediate and document your package against the actual scanner rules before it is ever submitted.

Built to the scanner rules from commit zero
Service & Multi-Cloud
Multi-Cloud Delivery

Hands-on architecture across the Salesforce clouds our track record documents — Sales Cloud, Service Cloud, Experience Cloud and the Salesforce Platform — with Field Service (FSL) and Education Cloud topologies designed to engagement scope.

Four clouds documented in the track record
Commitments & IP
100% IP & Mutual NDA

You own 100% of every line of Apex, LWC, and metadata from commit zero. All work is conducted directly in your Git repository under mutual NDA, with scope and terms agreed before each phase.

100% Client Code & IP Ownership
VERTEX INFINITESalesforce ISV Practice
7 Shipped · All Cleared Review
4 Clouds · 6 Certs
Core SpecialtyACTIVE RADAR TELEMETRY

App / AgentExchange

Turn proprietary SaaS or enterprise IP into a high-performance commercial Second-Generation Managed Package (2GP) optimized for listing on Salesforce AppExchange / AgentExchange.

TECHNICAL DELIVERABLES & ENFORCED STANDARDS:
Modular 2GP Managed Packaging with automated branching & CI/CD
AgentExchange Autonomous Action packaging & Agentforce telemetry
Apex Enterprise Patterns (FFLIB) for separation of concerns and testability
License Management App (LMA) & Feature Management App (FMA) telemetry
Built to 2GP & AgentExchange packaging standards
LIVE PIPELINE SIMULATOR

Test Autonomous Data 360 & Agentforce Reasoning

Simulate an inbound enterprise support event to see how Data 360 customer profile graphs ground the Atlas Reasoning Engine before invoking secure Apex service actions.

Live Architecture Visualizer

Agentforce & Data 360 Pipeline in Production

Watch how incoming payloads route through Atlas reasoning, retrieve grounded enterprise context, and output verified CRM records.

01 · INGESTION
Inbound Case & Telemetry
Omni-Channel Webhook: Escalated VIP Customer SLA breach alert on Case #7821
02 · AGENTFORCE
Atlas Reasoning Engine
Intent: Contract Revision & Priority Case Routing
✓ Einstein Trust Guardrails Active
03 · DATA 360
Semantic Grounding
Data 360 Customer Graph · Account 0018... · ARR $340k · Platinum SLA
04 · PRODUCTION
Verified CRM Execution
Agentforce generated resolution draft + dispatched automated Case Swarm in Slack
Responses grounded in your CRM records, guarded by Einstein Trust LayerLatency: 1.14s · Memory: 42MB · Governor Units: 8/100
Want proof these architectures run in production?
Six production service architectures and seven shipped AppExchange products live on one page.
View the Track Record
ENTERPRISE SLA GOVERNANCE & TRUST LAYER PROTECTION

Zero Data Retention & Defined Support SLAs

Every Service Cloud, Data 360, and Agentforce solution we build runs inside Salesforce’s Einstein Trust Layer — zero retention, data masking, and auditable trails — and is covered by Tier-2 & Tier-3 support with defined response times and direct access to the engineer who built it.