Services
I specialize in the three hardest problems in Salesforce: architecting AI that actually performs, unifying data across clouds, and recovering implementations that have gone off the rails.
Not sure which service fits your situation?
Take the 2-minute readiness assessment →AI & Agentforce Architecture
Design and implement Salesforce Agentforce agents, Prompt Builder templates, and AI-powered automation across Sales, Service, and Experience Cloud.
Who This Is For
- Companies that purchased Agentforce licenses but don't have the internal architecture expertise to design agents that perform
- SI project teams that need a senior architect to lead the Agentforce workstream
- CIOs mandating "AI in Salesforce" without a concrete implementation plan
What's Included
- Agentforce agent design and deployment across Service Cloud, Sales Cloud, and Experience Cloud
- Topic model and action architecture for agent reasoning
- Prompt Builder template design for consistent, high-quality AI responses
- Atlas Reasoning Engine configuration and optimization
- Data Cloud integration for agent grounding and context
Data Cloud & Multi-Cloud Architecture
Unify customer data across Salesforce clouds with Data Cloud, build identity resolution models, and architect multi-cloud systems that actually work together.
Who This Is For
- Enterprises running 3+ Salesforce clouds with fragmented customer data
- Marketing teams that can't segment or activate because data isn't unified
- Companies preparing for Agentforce who need the data foundation first
What's Included
- Data Cloud ingestion stream design from Salesforce clouds, external databases, and third-party platforms
- Identity resolution ruleset architecture for true 360-degree customer view
- Data model and Data Graph design
- Multi-cloud integration orchestration (Sales + Service + Marketing + Commerce + Data Cloud)
- Segmentation and activation strategy for marketing and service use cases
Org Health & Recovery Architecture
Diagnose failing Salesforce implementations, eliminate technical debt, and architect recovery plans that get derailed projects back on track within 90 days.
Who This Is For
- Companies with stalled or failing Salesforce implementations
- CTOs inheriting a Salesforce org with years of accumulated technical debt
- PE portfolio companies needing rapid technical assessment of their Salesforce investment
- Teams that need an honest, independent diagnosis, not from the SI that built the problem
What's Included
- Full-stack org health assessment identifying technical debt, performance bottlenecks, and governance gaps
- Technical debt quantification and prioritized remediation roadmap
- Architecture review and optimization for scalability, maintainability, and compliance
- Distressed project recovery execution with 90-day turnaround framework
- Governance framework design to prevent future failures
“His insights are always spot-on and incredibly valuable. He is a tremendous asset to any team.”
Ready to architect Salesforce for what's next?
30-minute discovery call. No pitch, just an honest assessment of where you stand.
Book a Discovery CallNot ready to talk? Take the 2-minute assessment first →