Selected Salesforce and enterprise AI architecture engagements — problem, constraints, decisions, and measurable outcomes.
Recent Work
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Optimizing Salesforce Token Consumption
Read case study: Optimizing Salesforce Token ConsumptionCut Agentforce token waste by replacing repetitive conversational lookups with dashboards and tightening agent scope to intended use cases.Problem: Agentforce billing is metered per action against a fixed token allowance, and it isn’t obvious where an implementation’s token spend is going or how to reduce it without guessing.Result: Replacing a repetitive agent lookup with a…
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How to Use Agentforce Grid to Find and Resolve Duplicate Cases
Read case study: How to Use Agentforce Grid to Find and Resolve Duplicate CasesA practical walkthrough using Prompt Builder, Flow, and a spreadsheet-style AI workspace. If you have ever solved a bulk AI problem by exporting records, running a script, and loading the results back into Salesforce, Agentforce Grid will feel familiar – but much more direct. It is a spreadsheet-style workspace in which every record is a…
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Building OnboardingMate: A Salesforce Agentforce Assistant for Employee Onboarding
Read case study: Building OnboardingMate: A Salesforce Agentforce Assistant for Employee OnboardingOnboardingMate is an AI-powered Salesforce onboarding assistant that creates role-based tasks, tracks progress, answers grounded questions, and resolves blockers through a guided conversation.
More Case Studies
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