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The Agentforce Readiness Audit
Stop guessing. Start scaling.
Is your Salesforce instance ready for an autonomous workforce? Our surgical deep-dive identifies the exact “Skills” your agents need and the “Trust Layer” configurations required to keep your data safe.
What You Get
A branded roadmap — your sales pitch in a suit.
Executive Summary
A high-level view of your Autonomous Maturity Score.
The “Low-Hanging Fruit” List
Three immediate use cases where Agentforce can save at least 20% of human labor hours.
Technical Gap Report
What must be fixed — upgrade to Data Cloud, refactor legacy triggers — before deployment.
Phased Implementation Plan
A 3-month, 6-month, and 12-month roadmap for scaling AI within your org.
The Four Pillars
We evaluate your environment across four critical dimensions.
Data Architecture & Grounding Health
Data Cloud unification check, a data-cleanliness quality score, and a Knowledge base audit essential for agent reasoning.
Process & Flow Maturity
Flow inventory, manual gap analysis for autonomous candidates, and complexity mapping into Agent Topics.
Security & The Trust Layer
PII risk assessment, permission-set review, and compliance alignment (SOC 2, GDPR, HIPAA).
Human-in-the-Loop Readiness
Hand-off protocol definition and UI/UX readiness for agent-summarized data in the console.
It’s Native
We audit the Salesforce core, not a bolt-on external chatbot.
It’s Actionable
Every gap we identify comes with a prioritized remediation path.
It’s Secure
Trust Layer and compliance are assessed from the first engagement.
Request Your Audit
Move from pilot to production in under 30 days.
Tell us about your Salesforce environment and we’ll be in touch to scope your Readiness Audit.
Frequently asked questions
Answers to common Agentforce & Salesforce AI questions
What is an Agentforce Readiness Audit?
An Agentforce Readiness Audit is a structured assessment of whether your Salesforce org is ready for autonomous AI agents. Archer Ajax evaluates four dimensions — data architecture and grounding, process and flow maturity, security and the Trust Layer, and human-in-the-loop readiness — and delivers an Autonomous Maturity Score with a phased roadmap.
How much does the Readiness Audit cost?
The Archer Ajax Agentforce Readiness Audit is offered free as the starting point of an engagement. It produces an executive summary, a prioritized list of high-value use cases, a technical gap report, and a 3-, 6-, and 12-month implementation roadmap you can act on with any partner.
What do I receive from the audit?
You receive a branded roadmap: an Autonomous Maturity Score, a low-hanging-fruit list of use cases where Agentforce can save at least 20% of manual labor hours, a technical gap report of what to fix before deployment, and a phased plan to scale Agentforce and Salesforce AI safely in your org.