Salesforce Solutioning Agent
From requirement to roadmap in minutes, Not months.
Design, Diagnose, and Deliver Salesforce Solutions faster with confidence.
Trusted AI assistant to build your Salesforce solutions
Whether it’s a new GTM requirement or a platform failure, this agent helps you quickly understand what exists, what’s broken, what needs to be built.
Use it to create changes that are scalable, secure, and aligned with what’s already working.
- Validate business needs against your existing setup
- Catch misconfigurations and identify what's breaking
- Architect solutions that follow best practices
- Build prioritized roadmaps with clear time, impact, and effort breakdowns
Go From Pain Points to Solutions — Instantly
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Shorten Your Time to Design
Turn business requests into implementation-ready plans in hours. 60% faster turnaround.
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Accelerate Change Cycles
Understand what’s in your Org, reduce back-and-forths, and move faster with less friction across teams.
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Keep Everything Working Together
Avoid conflicting automations and protect your org's overall stability with traceable solutions.
Make Smarter Salesforce Decisions with Full Context
Search and Understand
Chat with you Salesforce org
- Instantly search across all metadata — from objects and fields to flows, triggers, and validation rules
- Identify how existing automations and configurations solve specific business use cases
- Use as your live knowledge hub during discovery, implementation, or client workshops
- Surface insights into what’s working, what’s failing, and where your org needs attention
Diagnose Failures
Identify the issue and fix it instantly
- Instantly detect the root cause of broken flows, faulty triggers, or failed integrations
- Solve user-reported issues across Sales, Marketing, or Support with reduced turnaround time
- Get AI-driven recommendations to fix errors without breaking other parts of your Salesforce setup
- Stay ahead with proactive alerts for silent failures and integration mismatches
Architect & Design
Future proof your Salesforce
- Convert business requirements into scalable, secure Salesforce solutions in minutes
- Agent analyzes your existing setup across flows, objects, triggers, and access controls before designing
- Every solution follows Salesforce best practices to ensure it's future-ready and easy to maintain
- No rework or breakages — designs are context-aware, so nothing else in your org is disrupted
Build a Roadmap
From Solutions to sprint ready plan
- Instantly turn solutions into sprint-ready project plans
- Get auto-generated effort estimates, priorities, and dependencies based on your Salesforce Load
- Identify risks and understand business impact before execution
- Eliminate guesswork and streamline delivery across teams
"We have always invested in innovative solutions to reduce Salesforce development cycle, Getting to Solutions faster using AI will be a game changer and improve the overall experience for every stakeholder”
VP,Salesforce Practice
Global Salesforce SI Partner
Who is this agent for?
Built for every single Salesforce Stakeholder
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Partner
Accelerate delivery and boost client satisfaction by using intelligent agents for discovery, design, and execution across every project.
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Admin
Resolve user issues up to 80% faster by identifying root causes instantly, with full org context and business process awareness.
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Architect
An AI-powered assistant that understands your org’s architecture and delivers scalable, future-ready solutions aligned with Salesforce best practices.
Drive 100% ROI from your Salesforce investment
Bring AI to the core of your Salesforce operations.
