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Practice

Salesforce services

Salesforce that runs on one clean set of accounts.

We implement and support Salesforce clouds and connect them to your data platform. Data 360, Agentforce, and your reports then work from the same accounts and contacts.

Talk to our Salesforce team What we deliver

Salesforce practice

Our experience

Datagist on Salesforce.

We cover the full range of Salesforce work, from a first rollout to org health checks and day-to-day admin.

Our roots are in data: master data, warehouse integration, and governance. Those are the parts of a Salesforce program that tend to stall, and Data 360 and Agentforce depend on them.

The problem

Years of changes make an org hard to move. Duplicate accounts multiply, other systems push data in without rules, and Apex code with no owner slows every release. Then someone asks for Agentforce, and the first blocker is the customer data.

How we work on Salesforce

We configure Salesforce around how your teams sell and serve, and reach for standard features before we write code. Accounts and contacts get match and merge rules tied to your master data. Integrations run through APIs or MuleSoft, and changes ship through a tested release pipeline.

What we deliver

Salesforce work we take on.

The outcome

One record per customer, in an org your teams open every day.

  • 01

    Implementation and rollout

    Sales Cloud, Service Cloud, Experience Cloud, and Marketing Cloud, from design through user adoption.

  • 02

    Industry clouds

    Health Cloud, Life Sciences Cloud, Financial Services Cloud for insurance, and Energy & Utilities Cloud, configured for regulated work.

  • 03

    Data 360 (formerly Data Cloud)

    Ingestion, identity resolution, unified profiles, segments, and zero-copy access to Snowflake and Databricks.

  • 04

    Agentforce and AI

    Agent design, topics and actions, grounding in clean customer data, and testing and guardrails before launch.

  • 05

    Integration and MuleSoft

    APIs and event-driven integration with ERP, data platforms, and other applications.

  • 06

    Customer data quality and MDM

    Duplicate management, match and merge rules, and mastered account and contact data synced into Salesforce.

  • 07

    Analytics with Tableau

    Pipeline, service, and revenue reporting built on metric definitions sales and finance both accept.

  • 08

    Org health and managed services

    Technical debt review, DevOps and release management, admin support, and ongoing changes.

Accelerators

What we bring to Salesforce work.

Master Data Starter

Match rules for customer, product, and supplier records, tested on your own data first.

Learn more

Data Readiness Assessment

Test the data behind one decision before you pay to build on it.

Learn more

AI Agent Controls

A written scope for each AI agent, checked on every action it takes.

Learn more
How it starts

The first step.

We run a health check on your org, covering configuration, custom code, integrations, and duplicate rates. For a new process, we sit with the people who run it today. The plan we hand back puts the fixes your new work depends on ahead of the new work.

How we work
Ask Dex

Questions about Salesforce?

Dex answers from our own pages and links to where it found the answer.

Salesforce and the Salesforce logo are trademarks of their owner, used here only to identify the platform we work on.

Planning Agentforce or Data 360?

Let us check the customer data it will run on before you build.

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