Salesforce Solutions
Maximize the value of your Salesforce investment with expert implementation, AI-powered enhancements, and custom development. As experienced Salesforce partners, we help businesses of all sizes harness the full power of the world's leading CRM platform.
Official Salesforce Ridge Partner
Certified to deliver Agentforce implementations, Einstein AI integrations, AppExchange & AgentExchange development, Data Cloud solutions, and enterprise CRM transformations.
Agentforce Implementation
Deploy Salesforce Agentforce to put autonomous AI agents to work across your sales, service, and marketing functions. Our certified specialists configure and customize Agentforce agents to handle complex tasks — qualifying leads, resolving support cases, drafting proposals, scheduling meetings, and escalating intelligently — all within your existing Salesforce org. We ensure your agents are grounded in your business context, brand voice, and compliance requirements.
Einstein AI
Unlock the full potential of Salesforce Einstein to bring predictive and generative AI capabilities directly into your CRM workflows. We implement Einstein Lead Scoring, Opportunity Insights, Case Classification, Next Best Action, and Einstein GPT features — integrating AI-driven recommendations seamlessly into the daily workflows of your sales, service, and marketing teams to drive productivity and revenue.
AppExchange & AgentExchange Development
Build, package, and publish commercial applications on the Salesforce AppExchange and AgentExchange marketplaces. Our development team has deep expertise in Salesforce DX, Lightning Web Components, Apex, and the Security Review process. Whether you are launching a new product, extending your existing Salesforce solution for customers, or building internal managed packages, we deliver polished, scalable applications that meet Salesforce's rigorous standards.
ISV Partner Services
Accelerate your journey as a Salesforce Independent Software Vendor. We support ISVs from product conception through AppExchange and AgentExchange launch and beyond — advising on architecture, licensing models, security review readiness, go-to-market strategy, and partner program navigation. With our ISV expertise, you can launch faster, avoid common pitfalls, and build a product that resonates with Salesforce customers.
Einstein Copilot Customization
Go beyond out-of-the-box Einstein Copilot with deep customization tailored to your business processes. We build custom Copilot actions, integrate Copilot with external data sources and APIs, create specialized prompt templates, and configure topic and action libraries that align with your specific industry workflows — giving your teams an AI assistant that truly understands your business.
Our Process
How We Work
Discovery & Requirements
We assess your current Salesforce org, business processes, and data landscape through structured discovery workshops. For new implementations, we document requirements, define success metrics, and identify high-value Agentforce and AI opportunities aligned with your business goals.
Solution Design & Data Strategy
Our certified architects design a blueprint that maximizes native Salesforce Platform capabilities — including Data Cloud unification, Agentforce agent configuration, and Einstein AI integration. We map your data model, automation flows, security model, and integration architecture before writing a single line of code.
Build, Configure & Test
We build in a dedicated sandbox environment following Salesforce best practices — Apex, Lightning Web Components, Flow, Prompt Builder, and Agentforce agent actions. Comprehensive testing includes unit tests, integration tests, Einstein Trust Layer validation, and UAT with your team.
Data Migration & Integration
We prepare, cleanse, and migrate your data into Salesforce and Data Cloud with full traceability. MuleSoft and platform APIs connect your existing systems — ERP, marketing tools, and third-party apps — ensuring a unified, real-time data foundation for AI and automation.
Go-Live & Training
We manage production deployments with precision — cutover planning, rollback contingencies, and zero-downtime releases. Post-launch, we deliver role-based training for end users, admins, and leadership so your teams adopt Agentforce, Einstein AI, and new workflows from day one.
Optimization & Managed Support
After go-live, we continuously monitor system performance, agent effectiveness, and user adoption. We gather feedback, fine-tune Agentforce agents and Einstein models, and iterate on automations — ensuring your Salesforce investment delivers compounding ROI over time.
Stack
Technologies
Unlock the Full Power of Salesforce
From first implementation to advanced AI capabilities, Engineering Square helps you maximize every dollar of your Salesforce investment.