Authorised Salesforce Consulting & ISV Partner
Great Salesforce is built, not bought.
We implement, integrate, and extend the platform, and build the Agentforce agents and AppExchange products that run on it.
Services
What we do.
Agentforce & AI
Service and sales agents grounded in your data, scoped to safe actions, and measured in production.
Learn more →Implementation & Consulting
Sales, Service, and Experience Cloud set up around how your business works.
Learn more →AppExchange Products
Managed packages built to pass the AppExchange Security Review the first time.
Learn more →Integration & Data Cloud
Salesforce connected to the rest of your stack, on a data foundation you can trust.
Learn more →Managed Services
Enhancements, release readiness, and support from a team that already knows your org.
Learn more →Data & AI Strategy
A vendor-neutral roadmap for where AI pays off, and where it does not.
Learn more →Technology
The stack we work across.
Salesforce at the core, with the AI, data, and integration tools around it.
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Sales Cloud -
Service Cloud -
Marketing Cloud -
Experience Cloud -
Commerce Cloud -
Field Service -
Salesforce Platform
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Agentforce -
Einstein -
OpenAI -
Claude -
LangChain -
TensorFlow -
Google Cloud AI -
Amazon SageMaker
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Data Cloud -
CRM Analytics -
Tableau -
Power BI -
Databricks
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MuleSoft -
Slack -
Power Automate -
Zapier -
GitHub -
GitLab
How we work
From first call to handoff.
- Week 1
Discovery
A free assessment of your org, data, and the outcome that matters.
- Week 2
Blueprint
A costed plan: scope, sequence, and trade-offs in plain language.
- Weeks 3–8
Build
Delivery in tight loops with working features in a sandbox early and often.
- Ongoing
Enable & improve
Training, handoff, and optional managed services to keep it sharp.
Recent work
An AI trip-design agent for Off the Beaten Path.
We built an AI workspace on the Salesforce data Off the Beaten Path already runs on. It reads real trip segments, vendors, and reservations, designs the itinerary, and produces client-ready documents in one conversation.
- Salesforce
- Agentforce
- Maps
Real screenshots from the live build.
Free tools
Check your Apex against the Security Review bar.
Paste an Apex class and check it, line by line, against the patterns the AppExchange Security Review rejects most. It runs entirely in your browser, your code never leaves the page.
Insights
Notes from the field.
Adaptive response formats in Agentforce: buttons, carousels, and the v1-only catch
Your agent knows the answer and delivers it as a paragraph. Adaptive response formats let it render buttons, a carousel, or a rich link instead. The catch that decides your rollout: today they render on the older Enhanced Chat v1 channel, not the new v2.
Agentforce in an authenticated Experience Cloud portal: identity, and scoping what the agent sees
The same agent that's fine on your public website will answer a logged-in member's question with someone else's data if you deploy it the same way. The fix isn't the chat widget. It's who the agent runs as, and which identity you trust when it queries a record.
AI agents for sales commissions: what Spiff's AI can do, and what it can't
A rep opens their commission statement, doesn't trust it, and opens the spreadsheet they keep on the side. An AI agent is the right tool for 'why was I paid this' and the wrong tool for computing the payout. That split is the whole design.
let's talk
Book a free Salesforce consultation.
Tell us what you are trying to do. You will talk to the delivery team, usually within one business day.