QxOrbit for Salesforce.
Advisory, implementation, integration, and application management for organizations that run Salesforce. Scope is set in discovery.
Where we can help
Situations we see in Salesforce estates, and how QxOrbit approaches them: the work first, platform capabilities next, people in control. Video, 0:32
Transcript
- On Salesforce, the work that stalls is rarely on one screen.
- Service representatives search several systems before answering. Handoffs lose information on the way to fulfillment. Incidents return after each release.
- We start with the work, use native capabilities first, and a person approves what commits the business.
- [End card] Start with the work. Discuss your Salesforce priorities. qxorbit.ai/platforms/salesforce
- QxOrbit is an independent firm. Salesforce and Agentforce are trademarks of Salesforce, Inc. Product availability, editions, and licensing are confirmed during discovery.
Three situations to assess on Salesforce
- Service agents search several systems for context before they can answer a customer.
- Sales handoffs lose information between opportunity, order, and fulfillment.
- Flow and integration incidents recur after each release, and nobody owns the fix.
Advisory
Where AI and automation are worth it in your Salesforce landscape: Agentforce opportunities, sales and service workflows, enterprise knowledge, and authorized integrations.
Advisory and consultingImplementation
Platform-native capabilities first, bounded custom agents where needed, enterprise knowledge grounding, approvals, evaluation, and controlled rollout.
AI agents and implementationIntegration and automation
Connected workflows between Salesforce and the rest of your estate: API and event integration, document intake, exception routing, and reconciliation.
Integration and process automationApplication management
Scoped CRM configuration, incidents, flows and integrations, data-quality issues, release readiness, and an enhancement backlog.
Application management and continuous improvementIllustrative use cases to assess on Salesforce
- Order exception coordinationCRM and fulfillment context form a shared view of a stalled order; missing steps are identified and tasks proposed for an authorized owner to approve.
- Service case resolution assistanceService cases are classified, responses drafted from approved knowledge and permitted account context, and sensitive or unsupported cases routed to a person for review.
- Sales handoff and opportunity preparationApproved account context, flagged gaps, and drafted handoff notes reach the seller, who confirms anything before it goes to the prospect.
Platform mappings indicate environments in which to assess the idea; actual implementation depends on configuration, licenses, APIs, data, and permissions.
Integration, control, and operational considerations
- Integration: which APIs, events, and connectors are licensed and authorized, and how releases change them.
- Control: permissions design, approval boundaries, evaluation evidence, and audit requirements before any agent acts.
- Operations: monitoring, release impact assessment, regression testing, knowledge refresh, and safe fallback.
Talk about your Salesforce priorities.
Discuss your prioritiesQxOrbit is an independent firm. Salesforce and Agentforce are trademarks of Salesforce, Inc. Product availability, editions, and licensing are confirmed during discovery.