Sales
- Lead qualification
- Account & prospect research
- Follow-ups and next steps
- Opportunity intelligence
- Proposal generation
- CRM maintenance
Agentic AISalesforce-led transformation · Claude Partner Network · Fixed-price deliveryTurn business processes
Turn business processes
into agentic workflows.
Ailace Cloud is a Salesforce-led Agentic AI Transformation and Automation partner. We combine AI agents, Salesforce, enterprise automation and integrations to redesign how work actually gets done — from opportunity discovery through architecture, governance and production deployment, on a defined scope at a fixed price.
ailace.claudeforce / orchestratorlive
Salesforce in Claude · skill
Deal-health review
Claude reasons over live pipeline and updates records through governed actions.
Agentforce · Atlas on Claude
Policy guardrails
Deterministic Flow rules before any agent write — always auditable.
Run feed last 60s
10:42:08claude.skill(meeting-prep) → brief for ACME QBRdone
10:42:11agentforce.atlas reasoning=claude · case#C-8831 → Tier-2done
10:42:17flow.approve($12,400 refund) → human reviewrun
10:42:22mcp.salesforce.sync(CRM ↔ ERP) 248 recordsdone
groundingCRM-sourced
agent writes100% logged
Trusted across regulated, data-heavy, and high-volume programs
Real EstateFinTechHealthcarePublic SectorB2B CommerceSaaS
12+ yrs
Salesforce delivery experience
4,500+
AppExchange installs referenced
20M+
Records migrated & cleansed
20K+ docs
Structured via AI extraction
New · Claude Skills for Salesforce
Ready-made Claude skills that finish real Salesforce work.
19 skills run org health audits, security reviews, forecast checks, data clean-up, board packs and service backlogs from inside your own Claude. Each one is read-only unless its card says otherwise, and your Salesforce data never reaches Ailace.
Org X-Ray Free
A health score and a ranked technical-debt backlog for your whole org.
Read-only · about 8 minTrust Guard
Find risky access, unused connected apps and over-privileged users before attackers do.
Read-only · about 10 minForecast Truth
A risk-adjusted forecast and the questions to ask each rep, before the forecast call.
Read-only · about 7 minCase Backlog Copilot
Sort every case, flag SLA risk, and draft replies for agents to approve.
Writes only with your approval · about 6 minThe change
AI shouldn't just help your team work faster. It should change how the work gets done.
Most AI projects bolt an assistant onto a process that was designed for people clicking through screens. The opportunity is bigger than that: when agents can reason, use tools and take action, the workflow itself can be redesigned.
01
Traditional software waits
Enterprise systems hold the data and enforce the rules, but they only move when a person opens a screen and operates them step by step.
02
Automation follows rules
Deterministic automation removes the clicks it can predict, but it stops at anything that needs judgement, context or an exception path.
03
Agents understand and act
AI agents read context, reason about it, use tools, take governed action and hand work to a person when judgement is genuinely required.
Not every workflow needs an AI agent. We combine deterministic automation, enterprise software and AI where each is actually the right answer — and we will tell you when a Flow beats a model.
What we transform
Bring us a process. We'll show you how much of it can become agentic.
Customers come to us with a business problem, not a technical task list. You choose the process you want to change; we choose the technology that changes it.
Customer service
- Case intake
- Classification & routing
- Knowledge retrieval
- Response generation
- Resolution workflows
- Escalation
Operations
- Document processing
- Approvals
- Data reconciliation
- Exception handling
- Reporting
- Cross-system workflows
Marketing
- Customer segmentation
- Content workflows
- Campaign operations
- Lead nurturing
- Personalization
Employee operations
- Internal support
- Knowledge assistance
- Onboarding
- Requests
- Approvals
Salesforce-led
Salesforce is where many agentic transformations begin.
Salesforce already holds your customers, cases, opportunities, communications, workflows, permissions and business data — which makes it one of the most valuable environments to deploy enterprise AI agents. Claudeforce put Claude behind Agentforce, Slack and the Salesforce in Claude plugin, and these four pieces are where a transformation plan starts.
Salesforce in Claude
37 prebuilt sales skills that reason over live revenue context and take governed action from inside Claude. We handle role mapping, rollout, and custom skills for your motion.
Pilot now · open beta Sept 2026Claude inside Agentforce
Claude powers the Atlas Reasoning Engine, Agentforce Vibes, and Coworker, and is selectable in Agent Builder. We build the agents, actions, and approval gates around it.
Agent Builder · Vibes · CoworkerSIforce, MCP & Slack
Salesforce exposes data, logic, and actions through SIforce (formerly AIforce, renamed 9 October 2026), MCP servers, APIs, and CLI tools. We write the MCP tools, Headless 360 patterns, and Slack Claude Tag workflows you need.
MCP servers · Headless 360 · Claude TagTrust boundary & governance
Claude runs inside the Salesforce trust boundary via Amazon Bedrock. We add least-privilege scopes, eval sets, and audit dashboards so leadership can prove what agents did.
Bedrock · Trust Layer · evalsWhere we build inside Salesforce
AgentforceSales CloudService CloudData CloudExperience CloudMarketing CloudFlowApexMuleSoft & APIsCustom agents
Salesforce-led, not Salesforce-limited
Your business doesn't end at Salesforce. Neither do our agents.
Real business processes cross CRM, ERP, email, documents, websites, APIs, databases and external services. An agent that stops at the edge of one system only automates part of the work, so we connect the rest of the process too.
Systems we connect agents to
ERPAWSMicrosoftGoogleDatabasesEmailWhatsAppTelephonyDocument platformsCustom APIsInternal applicationsLLMsThird-party SaaS
Engineering foundation
The engineering capability behind every transformation we deliver.
We have spent years building the systems enterprises actually run on. That is what lets an agentic redesign reach production instead of staying a demo — architecture, security, data, integration and long-term maintenance included.
Claude automation & agentic workflows
Salesforce in Claude skills, Claude-reasoned Agentforce agents, MCP tools, Claude Code engineering, and the governance that makes them safe to run in production.
Explore Claudeforce →Salesforce architecture & implementation
Roadmaps, cloud selection, org design, configuration strategy, and implementation planning aligned to measurable release goals.
Talk to us →Experience Cloud & LWR websites
Public-facing websites, partner portals, content architecture, branded UI, and secure self-service journeys.
Talk to us →LWC, Apex, Flow, packaged extensions
Reusable components, secure service layers, Flow orchestration, integrations, and package-minded engineering patterns.
Talk to us →Agentforce & custom AI agents
Sales, service, and operations agents that reason, retrieve CRM context, trigger actions, and escalate safely inside policy.
See agent capabilities →Data migration, reporting, analytics
Migration planning, reporting models, semantic cleanup, operational dashboards, and delivery metrics with business meaning.
Talk to us →Managed support & optimization
Transparent backlog management, release support, hypercare, DevOps discipline, and continuous improvement after launch.
Talk to us →SEO, AEO & AI search optimization
Optimizing public-facing sites for traditional search (SEO) and AI-driven answer engines (AEO) to ensure visibility in search results, ChatGPT, Claude, and Gemini.
Explore SEO & AEO →
Claude + Agentforce
Agents that reason with Claude and act through Salesforce — never just chat.
this page is maintained by one of themClaude decides and drafts. Flow and Apex validate and act. Every hop leaves an audit record. That is the pattern we ship for sales, service, operations, and engineering teams.
agent.service.triage.yaml
1name: service-triage-agent2reasoning: claude# Agentforce · Bedrock trust boundary3scope: [case, contact, knowledge]4policy:5write: require_human_approval_if refund > 5006escalate: on sentiment < 0.27audit: true# every action is logged8tools:9 - mcp.salesforce.query10 - flow.createCase11 - slack.claudeTag.post12evals: ailace/evals/service-v2
01 · Sales & revenue
Salesforce in Claude skills
Roll out the prebuilt sales skills, then design custom ones for account plans, renewal risk, and quote hygiene — with permissions mapped per role.
02 · Service & support
Claude-reasoned Agentforce agents
Case triage, knowledge answers, and handoffs built in Agent Builder with Claude reasoning and deterministic Flow and Apex actions.
03 · Engineering & ops
Claude Code, MCP & Slack workflows
Agentic development for Apex and LWC, custom MCP tools over your services, and Claude Tag workflows that keep teams in Slack.
04 · Governance
Evals, audit & observability
Golden test sets, prompt and policy versioning, Trust Layer settings, and dashboards so the agent can be measured, improved, and trusted.
Selected outcomes
Anonymized delivery proof across data-heavy programs and AI-led use cases.
What changed for the business, first — the technology that enabled it, second. Outcomes are adapted from internal capability materials and presented without client names. Every programme ran the full Discover → Redesign → Build → Deploy → Optimize process.
$M / mo
Real-estate workflow modernization
Full-cycle Salesforce workflows with valuation logic, document-heavy processes, and ongoing release cadence for complex operations.
Sales Cloud · Integrations · Ops5K SKUs
B2B commerce & pricing ops
Migrated large catalogs, supported tiered pricing and CPQ-style logic, and modernized commerce experiences connected to Salesforce.
B2B Commerce · CPQ · Experience Cloud20M+ rec
High-volume service & migration
Migration-heavy programs with archive strategy, support-process redesign, and platform controls for long-lived operational data.
Service Cloud · Revenue Cloud · Migration20K docs
AI-led document management
Turned bulky files into structured, reportable Salesforce data using LLM extraction patterns and scalable storage design.
AI extraction · AppExchange · ReportingHIPAA-safe
Healthcare-grade orchestration
Tightly controlled workflows for regulated operations, blending service processes, field operations, and strict change management.
Healthcare · Compliance · Service4,500+
AppExchange install base
Lightning Utility Pack rollouts, 2GP-aware architecture, and AppExchange-safe extensions that evolve without breaking packaging.
AppExchange · Managed packages · LWCHow we deliver
Five phases that take a process from current state to production.
Every transformation engagement runs the same rhythm, with visible artifacts and acceptance criteria at each step so you always know what "done" looks like before you approve it.
PHASE 01
Discover
Understand the process, its real cost, time and volume, then identify automation opportunities and where humans must remain in the loop.
PHASE 02
Redesign
Reimagine the workflow around agents rather than inserting AI into every existing step — agent and human responsibilities, decision boundaries, approvals, data access and escalations.
PHASE 03
Build
Implement Agentforce, custom agents, Salesforce automation, APIs, LLM integrations, workflow engines, data pipelines and any interfaces the process needs.
PHASE 04
Deploy
Test against production-like scenarios, add monitoring, guardrails and human approvals, then release progressively rather than all at once.
PHASE 05
Optimize
Measure automation rate, handling time, cost per transaction, error rate, human intervention and business impact — then improve against those numbers.
Engagement models
Defined outcomes. Defined scope. Fixed price.
AI has changed software productivity dramatically, and we do not think a customer should pay more simply because work took more hours. We scope transformation engagements around deliverables, milestones and acceptance criteria — so our incentives match your outcome, not our timesheet.
Agentic opportunity assessment
A short fixed-price engagement to find which of your processes are genuinely suitable for AI agents and automation — and which are not.
- Current-state process map
- Automation & agent opportunities
- ROI hypothesis and risks
- Architecture and prioritized roadmap
- Recommended pilot
Agentic transformation sprint
Take one valuable workflow from current state all the way to production. Fixed scope, fixed price, defined acceptance criteria.
- One workflow, end to end
- Agents, automation and integrations
- Guardrails and human approvals
- Measured against agreed success metrics
Enterprise agent transformation
For larger transformations spanning several systems and teams, delivered as a defined programme with milestone-based pricing.
- Process redesign & architecture
- Agents, Salesforce and integration
- Data, security and governance
- Deployment and organizational adoption
Managed agent operations
A recurring fixed monthly service that keeps agents working well after launch, as your data, models and business change.
- Monitoring of quality, cost and failures
- Prompt, workflow and model upkeep
- Automation percentage & business KPIs
- Security and access reviews
Need execution capacity instead of a transformation engagement? We also provide experienced Salesforce, AI, full-stack, QA and content specialists as specialist delivery capacity — on fixed monthly capacity, fixed deliverables or a fixed sprint.
Public proof & reviews
Visible trust signals from public service pages.
Factual, lightweight, and compliant. No named clients — just what is already visible on public Upwork profiles and AppExchange-linked work.
Upwork profile signal
100% Job Success · Top Rated Plus
Public Upwork service pages currently show 100% Job Success and Top Rated Plus positioning on the Salesforce-focused profile.
Source: public Upwork service pages
Review volume
5.0 · 55 reviews
★★★★★
Consistent five-star feedback on Salesforce setup, Experience Cloud, AppExchange, and 2GP work.
Source: public Upwork service pages
Direct testimonial
"Excellent, high-quality work delivered quickly."
A visible review snippet on the AppExchange-related Upwork service page reinforces speed and quality without naming the client.
Source: public Upwork review snippet
Partner ecosystem
Salesforce partner · Claude Partner Network
We deliver inside both ecosystems: Salesforce architecture and AppExchange discipline, plus Anthropic's partner program for Claude deployments.
Ask for partner references on the call
Questions & contact
Bring us a process. We'll help determine how much of it can become agentic.
We reply within one business day. Tell us the business outcome you are trying to change — not a technical task list — and we will come back with where agents and automation actually create value.
How do you price transformation engagements?
Around deliverables, milestones and acceptance criteria — not hours. An assessment, a transformation sprint and a larger enterprise programme are all scoped and quoted as a fixed price, and managed agent operations runs as a fixed monthly service. AI productivity gains should reach you, not turn into more billable hours.
Does every process need an AI agent?
No, and we will say so. Deterministic automation is often faster, cheaper and safer than a model, and plenty of steps should stay with a person. We combine deterministic automation, enterprise software and AI where each is appropriate, and the assessment is where we work out which is which.
Do you only work inside Salesforce?
Salesforce is our strongest platform and usually the best place to start, but business processes rarely live in one system. We connect agents to ERP, AWS, Microsoft, Google, databases, email, telephony, document platforms, custom APIs, internal applications and third-party SaaS wherever the process requires it.
What is Claudeforce, and can we start before the open beta?
Claudeforce is the expanded Salesforce and Anthropic partnership announced on 26 August 2026: Claude as the reasoning engine across Agentforce and Slack, plus the Salesforce in Claude plugin. Readiness work, Claude-reasoned Agentforce agents, MCP tooling, and Claude Code adoption can all start now.
Are you an official Salesforce and Claude partner?
Ailace Cloud is a Salesforce partner and a member of Anthropic's Claude Partner Network. Ask us for partner references and certification details on the call.
Can Ailace Cloud build custom AI agents on Salesforce?
Yes. We design Claude-powered Agentforce agents and Salesforce in Claude skills using prompts, Flow, Apex, MCP tools, approvals, and clear action boundaries.
Is our CRM data safe with Claude?
Claude runs inside the Salesforce trust boundary via Amazon Bedrock, with enterprise safeguards and zero data retention options. We add least-privilege scopes, Trust Layer settings, and audit logging so you can prove it.
Do you support AppExchange & managed-package-safe engineering?
Yes. We support rollouts, extensions, LWC wrappers, Apex services, 2GP-aware architecture, and security-review-minded patterns.
What regions and time zones do you cover?
Global delivery from India with overlap windows for US, UK, EU, and APAC teams. Engagement hours are defined up-front.