The supporting work, honestly labeled.

Supporting, not leading

Data 360, Marketing Cloud and Agentforce are our focus - how they connect is where we go deepest. We are also certified across the core Salesforce platform, and clients regularly need this work alongside the main engagement, so here it is, honestly labeled as what it is, and delivered by the same Salesforce implementation consultant who leads the main work.

Salesforce health check

A fixed-scope review of your Salesforce org: automation, data quality, security and technical debt, written up as a prioritized list of what to fix and in what order. It is a sensible first piece of work if you have inherited an org, or suspect yours has drifted since it was built. Scope is agreed in writing after a first call. Ask about a health check →

Sales Cloud

We work as a Salesforce Sales Cloud consultant on lead, contact and opportunity management, forecasting, and the automation that removes the administrative drag from a sales team. Most often we touch Sales Cloud because it is a source system for Data 360, or because the pipeline data feeding marketing is unreliable at the root.

Service Cloud

Case management across channels, knowledge, and routing - increasingly with Agentforce layered on top. Service is usually where AI agents deliver their first measurable win, so this work and the Agentforce work tend to arrive together.

Account Engagement (formerly Pardot)

B2B nurture, lead scoring and Sales Cloud alignment, for sales-led businesses with long cycles. Marketing Cloud Account Engagement is the current name for Pardot, so if you are looking for a Pardot consultant, this is the same product and the same work.

Enterprise architecture and integration

Multi-org strategy, integration design, data governance and the unglamorous decisions that determine whether a Salesforce estate is still workable in five years. More than twenty years in IT is the reason the rest of the work goes smoothly.

AWS

Where Salesforce meets Amazon Web Services: data in S3 and Redshift, event pipelines, and the integration layer between AWS and Salesforce, including Data 360 connections. Supporting work, but the kind that quietly determines whether a data implementation is straightforward or painful.

MCP and AI integrations

Model Context Protocol (MCP) is an open standard for connecting AI agents and assistants to business systems and data. We design and build MCP connections so Agentforce and other AI tools can reach the right Salesforce data and actions, with permissions and guardrails in place.

Questions we get asked

What does a Salesforce health check include?

A fixed-scope review of your org covering automation, data quality, security and technical debt, written up as a prioritized list of what to fix and in what order. Scope is agreed in writing after a first call, so you know what you are getting before it starts.

When does a Salesforce health check make sense?

It is a sensible first piece of work if you have inherited an org, if yours has drifted since it was built, or if you are about to add Data 360, Marketing Cloud Next or Agentforce on top and want to know what the foundation can carry.

Is Pardot the same as Marketing Cloud Account Engagement?

Yes. Marketing Cloud Account Engagement is the current name for Pardot. It is the same product, so if you are looking for a Pardot consultant, this is the same work.

Should we use Account Engagement or Marketing Cloud Engagement?

Broadly, Account Engagement is built for B2B, sales-led businesses with long cycles and close Sales Cloud alignment, while Marketing Cloud Engagement suits higher-volume, multi-channel marketing. Many organizations could use either, so we recommend based on your requirements rather than a default.

Can you work on Sales Cloud or Service Cloud on its own?

Yes, when a client needs it. Paula is certified on both, and the same senior Salesforce implementation consultant who leads our Data 360, Marketing Cloud and Agentforce work delivers it.