Data Drift
Dirty Data
Duplicate records, missing fields, inconsistent lifecycle stages, and unreliable reporting limit what humans and agents can safely do.
Salesforce Consulting for the Agentforce Era
Build the Salesforce foundation your AI agents can trust.
The Lodestone Group helps growing companies clean up, connect, and extend Salesforce so teams and AI agents can work from trusted data, governed workflows, and clear business processes.
Salesforce Command Layer
Agentforce readiness workspace
Live assessment
Agentforce readiness score
82/100
Data quality74
Permission modelReady
Knowledge baseReview
Pipeline health
Stable
Data risks
11
Next best actions
RuleSummarize renewal risk
CaseRoute priority case
TaskDraft next-best action
Implementation roadmap
Map
Map
Arch
Design
Build
Build
Go
Launch
Agent actions mapped
18
High-risk flows
7
Human handoffs
12
The problem
Most Salesforce orgs are not ready for AI agents yet.
Agentforce can reason, act, and collaborate across business workflows, but only if the underlying CRM foundation is trustworthy. Messy data, unclear ownership, brittle automations, technical debt, and disconnected systems create risk before they create leverage.
Process Split
Disconnected Processes
Sales, service, operations, and delivery often work from different versions of the truth.
Flow Debt
Automation Sprawl
Years of flows, validation rules, integrations, and manual workarounds can make Salesforce fragile.
Action Risk
AI Without Governance
Agents need permissions, context, instructions, auditability, and well-defined action boundaries.
The Lodestone solution
From CRM implementation to intelligent business infrastructure.
Lodestone helps companies expose the hidden structure inside Salesforce, organize it, and turn it into governed workflows that can support people and agents.
Architect the Foundation
Assess the org, data model, security, automations, integrations, and reporting layer before scaling AI or automation.
Build the Workflows
Design and implement sales, service, marketing, commerce, and operations workflows that reflect how the business actually runs.
Prepare for Agentforce
Define practical agent use cases, required context, permissions, actions, escalation paths, and governance models.
Agentforce readiness
Agentforce readiness starts before the first agent is built.
The best AI agent strategy starts with trusted data, clear process boundaries, and well-designed actions. Lodestone helps teams identify where Agentforce can create value now, and what needs to be cleaned up first.
Readiness checklist
What must be true before agents act
Data qualityNeeds Review
Record ownershipReady
Sales/service lifecycle clarityNeeds Review
Permission modelReady
Knowledge base readinessHigh Risk
Flow and automation auditNeeds Review
Integration landscapeReady
Reporting and observabilityNeeds Review
Human handoff pathsReady
Agent action boundariesHigh Risk
Services
Salesforce services built around outcomes, not objects.
Cloud expertise matters. The larger value is knowing how each cloud connects into revenue, service, operations, reporting, and the next generation of agentic workflows.
RevOps
Agentforce Sales
Pipeline visibility, lead routing, opportunity lifecycle design, forecasting, quoting support, activity management, and executive dashboards.
Open service track
Support
Agentforce Service
Case management, support workflows, escalation paths, knowledge, entitlement logic, agent assist, and service analytics.
Open service track
Portal
Experience Cloud
Partner, customer, and internal portals that expose the right data and actions to the right users.
Open service track
Journey
Agentforce Marketing
Audience strategy, journey architecture, CRM-connected marketing operations, and campaign reporting.
Open service track
Commerce
Agentforce Commerce
B2B/B2C commerce architecture, Salesforce integration, account-based buying flows, and operational handoffs.
Open service track
Field Ops
Consumer Goods Cloud
Route, store, account, inventory, visit, and territory data organized for better field execution.
Open service track
Territory
Salesforce Maps
Maps, routing, territory planning, account coverage, and location-aware reporting built into Salesforce.
Open service track
Dispatch
Agentforce Field Service
Dispatch, territory, mobile workforce, asset, work order, and customer context designed for field service teams.
Open service track
Systems
MuleSoft
RPA, IDP, Anypoint, Composer, third-party middleware, and custom API patterns that connect Salesforce to operations.
Open service track
Collab
Slack
Salesforce-connected channels, alerts, approvals, handoffs, and agent-assisted updates where work already happens.
Open service track
Insight
Tableau
Executive reporting, operational analytics, trusted metrics, and connected insights for clearer decisions.
Open service track
Service tracks
Quick Starts for focused needs. Custom builds for complex business realities.
Explore packaged Quick Starts for focused Salesforce and Agentforce work, or use the same discovery path to shape a deeper custom implementation. Each track is designed to help you move from a clear business need to an estimate-ready roadmap without weeks of upfront meetings.
Pipeline operating model
Stand up clean lead-to-opportunity motion quickly, then extend into territory logic, forecasting, quoting support, and leadership reporting.
Quick Start: Lifecycle, routing, dashboards
Custom: Revenue architecture and integrations
Support command center
Launch practical case management and escalation paths, then connect knowledge, entitlements, agent assist, and service analytics.
Quick Start: Intake, queues, SLAs
Custom: Triage, knowledge, automation
Portal experience layer
Give customers, partners, or internal teams the right data and actions without exposing the wrong system complexity.
Quick Start: Authenticated portal shell
Custom: Role-based workflows and integrations
CRM-connected journeys
Align audiences, lifecycle stages, journeys, and reporting so marketing activity reflects the same customer truth as sales and service.
Quick Start: Audience and campaign basics
Custom: Journey architecture and attribution
Connected buying flows
Design commerce around accounts, products, pricing, fulfillment, support handoffs, and the reporting leaders actually need.
Quick Start: Catalog and CRM handoff
Custom: B2B/B2C architecture and operations
Systems and field signals
Connect Salesforce to ERP, accounting, telephony, inventory, data warehouses, maps, and custom APIs with durable ownership boundaries.
Quick Start: System map and priority sync
Custom: MuleSoft, middleware, APIs, observability
Agent readiness and governed actions
Identify the right first agent, clean up the required context, define action boundaries, and prepare a launch plan your team can trust.
Quick Start: Readiness assessment
Custom: Agent action design and governance
Automated discovery workshop
Collect the right context before anyone writes a statement of work.
Skip the marathon discovery cycle. Our automated workshop asks focused questions about your goals, Salesforce org, data quality, integrations, users, timeline, and risks, then turns your answers into a clearer scope conversation and estimate-ready service path.
Input
Guided intake
Answer focused prompts about your goals, org, clouds, systems, users, and timeline when it is convenient for your team. Work at your own pace and give us the context that makes the first conversation sharper.
Synth
Scope signals
We translate your responses into priorities, risks, unknowns, and likely Quick Start or custom implementation paths.
Estimate
Faster service estimate
Move toward a practical estimate and recommended next steps without stacking hours of repetitive discovery meetings. The goal is a clearer path with less friction.
How we work
Clear delivery from discovery to go-live.
The route from idea to production should be visible. Lodestone keeps the business process, architecture, scope, training, and adoption path connected from day one.
Field Map
Map
Clarify the business process, stakeholders, systems, pain points, and desired outcomes.
Blueprint
Design
Translate discovery into architecture, scope, implementation plan, data model, and user experience.
Build Route
Build
Configure, customize, integrate, automate, test, and iterate in close partnership with your team.
Go Live
Launch
Support deployment, training, adoption, cutover, documentation, and stakeholder alignment.
Tune
Optimize
Review usage, reporting, automation performance, data quality, and roadmap opportunities.
Agentforce use cases
Practical Agentforce use cases start with real operational bottlenecks.
The right first agent is rarely the flashiest. It is the one with trusted context, a narrow action boundary, measurable impact, and a human handoff path.
Follow-Up
Sales Follow-Up Agent
Prioritize leads, summarize account context, suggest next steps, and create follow-up tasks based on lifecycle rules.
Triage
Service Triage Agent
Classify cases, recommend knowledge, identify priority, and route work to the right team.
Briefing
Customer 360 Briefing Agent
Generate account summaries across opportunities, cases, contacts, notes, and recent activity.
Risk Radar
Project Risk Agent
Surface delayed tasks, overdue deliverables, missing approvals, and customer satisfaction risks.
Quote Desk
Quote Preparation Agent
Gather product, pricing, margin, account, and opportunity context to help reps prepare accurate quotes.
Signal
Executive Insight Agent
Convert CRM activity, pipeline, service metrics, and delivery signals into leadership-ready summaries.
Outcome-focused
Built for companies that need Salesforce to work in the real world.
We bled to get here and we've worked with hundreds of companies like yours. Let us show you what we've learned.
Agent-powered lead nurturing
Cleaner pipeline reporting
Faster service handoffs
Better executive visibility
Faster scope and SOW turnaround
Salesforce delivery that survives the real world
Simplified Agent Orchestration
Verified proof markers
5-star
Salesforce AppExchange rating
Top Partner
for SMB customers
Multi-cloud
certified Salesforce expertise
Scope
Blazing fast SOW turnaround
Build
Configured with YOUR context
Adopt
Launch support and tuning
Operating model - Crawl. Walk. Run. Fly.
A Salesforce delivery model built for the messy middle.
Most Salesforce work lives between executive intent and system reality. Lodestone stays in that space with a delivery rhythm that connects discovery, architecture, build decisions, user adoption, and measurable outcomes.
Architecture before automation
Data, permissions, ownership, and integrations are mapped before the build gets momentum.
Fast path to scope
Discovery inputs are structured so estimation can move quickly without guessing.
Build with adoption in mind
Configuration, enablement, reporting, and launch support stay connected.
Room for complexity
Quick Starts stay focused, while custom implementations can handle real operational nuance.
What's Next?
Ready to make Salesforce your AI-ready operating system?
Start with a focused roadmap conversation. We will help identify where Salesforce can create the most leverage, and what needs to be true before Agentforce enters the workflow.