Salesforce
Governed Customer 360 and Agentic Execution
We connect Sales Cloud, Service Cloud, Revenue Cloud, Marketing Cloud, and Data Cloud, then build Agentforce and AIforce solutions that follow your business rules and hand off to people at every checkpoint that matters.
Platforms and Companies We Work With
Exafort combines Salesforce consulting with AI Solutions & Development to turn Customer 360 from a source of insight into a governed system of action. We unify customer and operational context through Data Cloud and Zero Copy patterns, design Agentforce and AIforce workflows grounded in trusted data, and connect every proposed action to business rules, approval gates, human handoffs, and an auditable record across CRM and ERP.
Why Choose Exafort
- ERP+CRMCross-Platform Fluency
Unlike pure-play Salesforce shops, we understand ERP deeply, so your CRM and back-office are truly connected.
- 92%Adoption-First Approach
user adoption rate across our implementations, driven by change management and training baked into every project.
- 35%Revenue Impact
average improvement in pipeline velocity for clients who deploy our Sales Cloud + CPQ configurations.
What We Deliver
Agentforce & AIforce Solutions
Design agents for sales, service, and operations with grounded topics, actions, guardrails, escalation paths, and human approval at material decisions.
AgentforceAIforceGovernanceData Cloud & Zero Copy
Unify customer context without unnecessary duplication, establish trusted profiles and calculated insights, and make governed data available to analytics and agents.
Data CloudZero CopyGroundingSales Cloud & Revenue Cloud
Connect pipeline, forecasting, pricing, quoting, contracts, and approvals so commercial intent moves into controlled revenue execution.
Sales CloudRevenue CloudLead-to-LedgerService Cloud & Field Service
Give service teams and agents a governed workspace for case resolution, knowledge retrieval, field operations, and escalation with complete customer context.
Service CloudField ServiceHuman HandoffMarketing & Customer Engagement
Coordinate journeys, consent, segmentation, and account engagement while keeping messaging decisions connected to governed customer data.
Marketing CloudAccount EngagementConsentPlatform Engineering & Integration
Build Flow, Apex, Lightning, APIs, and event-driven integrations that let agents act across Salesforce, NetSuite, Workday, and operational systems safely.
FlowApexCross-System Action
Built for Enterprise Scale
Salesforce Consulting Partner
Salesforce Consulting Partner
Certified implementation & advisory partner
Sales Cloud Specialist
Advanced Sales Cloud & CPQ certification
Platform Developer Certified
Apex, Lightning & integration expertise
See What's Possible
Agentforce Builder
Design governed agents with explicit topics, instructions, actions, data grounding, and handoff rules tied to real business processes.
Our Proven Process
A structured, transparent approach that minimizes risk and maximizes value at every stage.
Assess
Evaluate customer workflows, data quality, action boundaries, and the decisions suited to Agentforce or AIforce.
Architect
Design Customer 360, grounding, agent topics, actions, integrations, security, and human checkpoints as one operating model.
Configure
Build Salesforce clouds, Data Cloud foundations, Agentforce experiences, and the platform services behind them.
Connect
Expose safe, reusable actions across ERP, commerce, service, identity, and operational systems.
Validate
Evaluate agent responses and actions alongside conventional testing, security review, and user acceptance.
Evolve
Monitor adoption, agent quality, exceptions, releases, and business outcomes, then expand within proven controls.
Example Engagement
A SaaS company with disconnected sales tools, no pipeline visibility, and sales reps handling admin tasks.
Implemented Sales Cloud with CPQ, integrated with NetSuite for quote-to-cash automation, and deployed Einstein lead scoring.
Before & After Exafort
- Customer context fragmented across systems
- Agents and automation separated from business rules
- Manual CRM and ERP handoffs
- AI responses without action governance
- Limited visibility into exceptions and ownership
- Governed Customer 360 context
- Agentforce grounded in authorized data
- Human checkpoints for material actions
- Controlled CRM-to-ERP execution
- Observable responses, handoffs, and outcomes
How We Differentiate
ERP+CRM Cross-Platform Fluency
Unlike pure-play Salesforce shops, we understand ERP deeply, so your CRM and back-office are truly connected.
92% Adoption-First Approach
user adoption rate across our implementations, driven by change management and training baked into every project.
35% Revenue Impact
average improvement in pipeline velocity for clients who deploy our Sales Cloud + CPQ configurations.
Common Questions
Start with Controlled Enterprise Execution
Whether you are preparing core platforms for next-generation AI agents, stabilizing ERP and CRM integrations, or designing cross-system workflows, our engineering team is ready to evaluate your environment.
Enterprise Platforms We Work With
