Salesforce & AI Automation
A specialist practice for Salesforce and AI. I audit what you have, automate what slows you down, and stay on call while it beds in.
Services
Each one stands alone. Most engagements begin with an audit and move into build or retainer from there.
01
A full read of your Salesforce org against platform best practice. What's fragile, what's duplicated, what's quietly costing you — with a prioritised remediation plan you can hand to anyone.
From $2,499, priced against the size of your org — a ten-object org isn't a three-hundred-profile org. The cost applies toward any project that follows.
02
Real deployment pipelines, tested and repeatable, with AI layered into the parts of delivery that reward it. Ship faster without trusting a click-path and a prayer.
Priced against how defined you want each step — the more detail, the more there is to build and maintain.
03
A business audit to determine the best use cases for AI automation. We interrogate the workflow, not the tooling, and you leave with a prioritised shortlist of automation candidates and a clear account of what to leave alone.
$999 flat. One 45-minute call and an actionable plan for cost savings. Or your money back.
04 · Subscription
A monthly subscription with direct access to solve your AI automation concerns. Bring the problem as it appears and you're talking to the person who does the work, not a queue.
Special introductory pricing, limited spots. It's a concierge, not a buffet.
Approach
Nothing gets built on assumptions. The org and the workflow both get read first.
AI where it earns its keep. Everything else stays simple on purpose.
Pipelines and documentation clear enough that the next person doesn't need me. The retainer is a choice, not a dependency.
Product
A visual permission matrix for Salesforce. Gather every profile and permission set that needs the same access into one bucket, set the access once, and commit it to all of them in a single save.
I built it on the Salesforce APIs, against the sharing and visibility model, with a full preview before write and a snapshot rollback after. It is the same understanding of the security model that an audit runs on.
Metadata & Tooling APIs
Reads and writes object, field and permission-set metadata across containers in one commit.
Security model
Profiles, permission sets and field-level security handled as the platform actually resolves them.
Read before write
Every grant and revoke previewed. Nothing touches the org until it is confirmed.
Rollback
Each container snapshotted before the change, so the whole commit reverses in one click.
Credentials
Including both domain architect credentials — System and Application — and the five platform architect certifications underneath them.
Architect08
Developer03
Consultant03
Administrator01
Fifteen minutes, no deck. Tell me what's broken and I'll tell you whether I'm the right fix.
Replies within one business day.