Adoption
AI for small and mid-sized Salesforce teams
A practical path from an operational bottleneck to an AI workflow your team can evaluate.
Research. Practical questions. Better decisions.A clearer path to AI
A clearer path to AI
for your Salesforce team.
Start with the decision you need to make. Explore how to choose useful work, understand the controls and build a business case your team can examine.
Explore the research, practical frameworks and questions behind each guide.
The decisions behind adoption
Plan the investment. Understand the controls.
Guides for evaluating AI, its cost, its architecture and the evidence behind a decision.
Security
AI security in Salesforce
Where information goes, what your team can control and what needs evidence before approval.
Economics
Building the business case for AI on Salesforce
Include review, retries and implementation costs. Keep staff capacity separate from cash savings.
Claude & MCP
Connecting Salesforce to AI assistants with MCP
Compare connection approaches and follow a business question through to a briefing someone can check.
Industries & operational workflows
Bring the questions into your working day.
Industry and operational guides that start with the information, responsibilities and handoffs your team knows.
Nonprofits
AI for nonprofits on Salesforce
Prepare applications, make follow-up specific and assemble evidence for programme reporting.
Real estate
AI for real-estate teams on Salesforce
Connect property information, the customer's question and the next person responsible.
Health Cloud
AI-assisted intake in Salesforce Health Cloud
Turn incoming documents into information an intake team can check and use.
Customer service
AI for customer-service operations on Salesforce
Choose the right service workflow, define who acts and make escalation part of the design.
Professional services
AI adoption for professional-services firms on Salesforce
Evaluate client onboarding, requests and follow-up against the records your firm actually has.
Your process. A practical conversation.
Discuss your workflow Bring the question you are working through.
We can explore the workflow with your team and administrator, identify the information it needs and agree what a useful first evaluation would show.