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Engineering Square
Certified Salesforce Ridge Partner

The full power of Salesforce, engineered in.

As a certified Salesforce partner, we help businesses of every size maximize their CRM investment — Agentforce 360 implementation, Data 360 as the context layer, and AgentExchange development delivered with engineering rigor.

Talk to a Salesforce ExpertSalesforce Ridge Partner — official partner tier badge
69
Certified experts
221
Salesforce certifications
56
Agentforce-family certs
4
Published AppExchange apps

Platform 161 · Agentforce 10 · Sales 19 · Service 24 · Marketing 3 · Data 360 4

Salesforce-verified — see our AppExchange listing →
01What We Deliver

Certified to deliver Agentforce and beyond

01

Agentforce 360 Implementation

We deploy Agentforce 360 so autonomous agents work across your customer-facing and employee-facing functions — Sales Cloud, Service Cloud, Field Service, and Marketing Cloud on the customer side; IT Service, Operations, and Contact Center inside the business. Agent Script gives agent behavior deterministic guardrails, Agentforce Voice takes agents onto the phone channel, and every agent is grounded in your business context through Intelligent Context. We stand up the Command Center and Testing Center from day one, so agent quality is observed and batch-tested, not assumed.

Agentforce 360Agent ScriptAgentforce VoiceCommand CenterTesting Center
02

Data 360 & Zero Copy Foundation

Agents are only as good as the context they stand on. We implement Data 360 (formerly Data Cloud) as the context layer of your org — unified profiles, Real-Time Pipelines, and Zero Copy integration to warehouses like Snowflake and Databricks, so data stays where it lives and agents still reason over it. Tableau semantics turn that unified data into governed insight for humans and agents alike.

Data 360Zero CopyIntelligent ContextReal-Time PipelinesTableau
03

AgentExchange & AppExchange Development

AppExchange, the Slack Marketplace, and the Agentforce ecosystem merged into the unified AgentExchange in April 2026 — one marketplace for apps, pre-built agents, and MCP tools. We build, package, and publish on it: managed packages, agent skills, and MCP tool listings, with deep expertise in Salesforce DX, Lightning Web Components, Apex, and the Security Review process. Four of our own apps have cleared Salesforce ISV security review.

AgentExchangeAppExchangeMCP ToolsLWCApexSecurity Review
04

ISV Partner Services

We support Independent Software Vendors from product conception through marketplace launch and beyond — architecture, licensing models, Security Review readiness, and go-to-market on the unified AgentExchange, including private offers and unified billing through its Go-to-Market App. You launch faster, avoid the common pitfalls, and build a product that resonates with Salesforce customers.

ISVGTM AppPrivate OffersSecurity ReviewLicensing
05

Agentforce Coworker & AIforce Surfaces

We configure Agentforce Coworker — the AI teammate in every Lightning search bar, successor to Agentforce Assistant and Einstein Copilot — beyond the out-of-the-box defaults: custom actions, integrations with external data and APIs, prompt templates, and topic libraries tuned to your industry workflows. The same discipline extends across the AIforce surfaces announced at Dreamforce 2026: Salesforce in Claude (beta, with 37 prebuilt sales skills running under each user's own permissions), Slackforce, and employee agents resolving tickets and working across email and ERP.

Agentforce CoworkerSalesforce in ClaudeSlackforceCustom ActionsEmployee Agents
06

Field Service & Revenue Cloud

We implement Field Service — scheduling, dispatch, geolocation-based technician routing, and mobile sign-off — and Revenue Cloud across the quote-to-cash lifecycle: quoting, contracts, billing, and revenue recognition on one platform. Our published dental-technology case study runs exactly this pattern: sales, service, and field operations unified, with technicians routed by geolocation instead of spreadsheets.

Field ServiceDispatch & RoutingRevenue OperationsQuote-to-CashMobile Sign-off
07

Agent Economics & Governance

Consumption pricing is now a design constraint. We model credit burn before you commit — Flex Credits versus per-conversation pricing, Digital Wallet monitoring with threshold alerts, and pilots built on the 200,000 Flex Credits included free with Salesforce Foundations on Enterprise Edition. Koa, the CRM-tuned reasoning model Salesforce announced at Dreamforce 2026, changes the cost curve: the AI gateway routes routine, well-scoped actions to Koa and reserves frontier models for judgment calls, and we design agent workflows around that split. Governance runs through the Einstein Trust Layer and Command Center dashboards, so cost and behavior are visible to the people accountable for both.

Flex CreditsDigital WalletKoa RoutingTrust LayerCost Modeling
02Fixed-Scope Reviews

Fixed scope, written findings

Not every engagement needs a project team. These two reviews are deliberately bounded: a defined set of questions, a fixed fee scoped in a single call, and written findings you keep whether or not we do the follow-on work.

01

Agent Economics Review

For teams running Agentforce — or about to commit — where consumption pricing has become a budget question.

What we examine

Your current and projected action economics: Flex Credits at $500 per 100,000 credits with a standard action at 20 credits — about ten cents per action — against the $2-per-conversation model. Which workflow steps belong on routine Koa-routed paths and which genuinely need frontier-model judgment. And where governance is thin: Digital Wallet thresholds, Command Center visibility, Trust Layer coverage.

What you receive

A written report with concrete recommendations — the pricing model that fits your action volume, a routing split per workflow, and the governance gaps to close, in priority order.

Flex CreditsKoa RoutingDigital WalletCommand Center
Fixed fee · Scoped in a single call
02

Salesforce in Claude Governance Review

For orgs evaluating the Salesforce in Claude beta and deciding what has to be true before it reaches production data.

What we examine

How per-user permission inheritance maps onto your actual profiles and permission sets — the integration reproduces whatever over-provisioning already exists. Whether approval-before-write stays at its default, how the admin opt-in request moves through AgentExchange, and which users make a sound pilot cohort.

What you receive

A written governance plan plus a usage policy — who opts in, what stays read-mostly, where the approval gate holds — ready for your admins and your pilot cohort.

Permission InheritanceApproval Before WriteAgentExchange Opt-InPilot Cohort
Fixed fee · Scoped in a single call
Scope a review
03Our Engagement Model

Six steps, zero surprises

  1. 01

    Discovery & Requirements

    We assess your current 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 to your goals.

  2. 02

    Solution Design & Data Strategy

    Our certified architects design a blueprint that maximizes native Salesforce capabilities — Data 360 unification, Agentforce 360 configuration, and the credit-consumption model your agents will run on. We map your data model, automation flows, security model, and integrations before writing a single line of code.

  3. 03

    Build, Configure & Test

    We build in a dedicated sandbox following Salesforce best practices across Apex, Lightning Web Components, Flow, Prompt Builder, Agent Script, and Agentforce actions. Testing spans unit, integration, batch agent-response testing in the Agentforce Testing Center, Einstein Trust Layer validation, and UAT with your team.

  4. 04

    Data Migration & Integration

    We prepare, cleanse, and migrate your data into Salesforce and Data 360 with full traceability. MuleSoft, Zero Copy integration, and platform APIs connect ERP, warehouses, marketing tools, and third-party systems into a unified, real-time foundation for agents and automation.

  5. 05

    Go-Live & Training

    We manage production deployments with cutover planning, rollback contingencies, and zero-downtime releases. Post-launch, role-based training for end users, admins, and leadership means teams adopt Agentforce, Einstein AI, and new workflows from day one.

  6. 06

    Optimization & Managed Support

    After go-live we run the Agentforce Command Center as the operating dashboard — response times, error rates, escalations, adoption, and credit consumption in one place. We gather feedback, fine-tune agents against Testing Center baselines, and iterate on automations so your investment delivers compounding ROI over time.

62%
Faster case resolution

How we turned eight years of resolved cases into a live, AI-searchable knowledge base inside a national insurer's Salesforce org.

Read the case study
04Platform & Stack

Native to the Salesforce platform

Bill of MaterialsQTY: 21
001Agentforce 360
002Agent Script
003Agentforce Voice
004Data 360
005MuleSoft
006MCP / A2A
007Apex
008Lightning Web Components
009Flow
010Prompt Builder
011Einstein Trust Layer
012Command Center
013Sales Cloud · Service Cloud
014Field Service
015Revenue Cloud
016Koa
017Agentforce Coworker
018Salesforce in Claude
019Tableau
020Salesforce DX
021Slack
05Questions

Frequently asked

RefInquirySt.
RFI-001What Salesforce certifications does your team hold?
Ans.
We are a certified Salesforce Ridge Partner with 69 certified experts holding 221 Salesforce certifications — 161 Platform credentials, 56 across the Agentforce family (Agentforce Specialist, Sales, Service, and Marketing), and Data 360 — all Salesforce-verified on our public AppExchange listing. The practice spans the platform credential path — administration, Platform App Builder, Apex development, and the specialist tracks for AI and data — so every engagement is staffed with people qualified to work in your org and clear Security Review.
RFI-002Can you work with our existing Salesforce implementation rather than starting from scratch?
Ans.
Yes. Most of our work begins with an existing org, not a greenfield build. We run a structured discovery to assess your current data model, automations, and technical debt, then design changes that extend what you already have. We layer Agentforce and Einstein AI onto your live configuration rather than forcing a rebuild.
RFI-003What is the difference between Agentforce agents and Agentforce Coworker?
Ans.
Agentforce 360 runs autonomous agents that take action on their own — qualifying leads, resolving cases, and executing multi-step workflows across your org, with Agent Script providing deterministic guardrails. Agentforce Coworker — the successor to Agentforce Assistant and Einstein Copilot, rolled out in 2026 — is the conversational layer in every Lightning search bar that helps a user complete tasks in the flow of work. We implement both, and often together: Coworker for human-in-the-loop productivity, autonomous agents for work you want handled independently and safely.
RFI-004What are Koa and AIforce, announced at Dreamforce 2026?
Ans.
Koa is Salesforce's first CRM reasoning model — built with NVIDIA on the Nemotron family, trained on synthetic CRM data rather than customer data, and run inside Salesforce's own trust boundary. It is in pilot now with general availability expected winter 2026 in US regions. Inside Agentforce, an AI gateway routes routine, well-scoped work to Koa and reserves frontier models for complex judgment, which changes agent economics. AIforce is the interface layer that takes Salesforce to where people already work: Salesforce in Claude (beta — 37 prebuilt sales skills, running under each user's own Salesforce permissions, with approval required before writes), Slackforce, Agentforce Coworker inside Lightning, and the Headless Toolkit for developers. We help clients evaluate which of these surfaces fit their workflows and governance requirements.
RFI-005How is Agentforce priced, and how do you keep consumption under control?
Ans.
Agentforce runs on consumption pricing: Flex Credits ($500 per 100,000 credits, with a standard agent action at 20 credits) or a per-conversation model at $2 per conversation — the right choice depends on how many actions your agents take per conversation, and we model that before you commit. Salesforce Foundations includes 200,000 free Flex Credits on Enterprise Edition and above, which is usually where we start a pilot. In production, we configure the Digital Wallet for near-real-time usage tracking with threshold alerts, and the Command Center ties spend to agent outcomes.
RFI-006Can Agentforce work with our systems outside Salesforce?
Ans.
Yes — this is now native. Agentforce supports the Model Context Protocol (MCP) for connecting agents to external tools and data, and the Agent2Agent (A2A) protocol for agent-to-agent interoperability, with MCP servers publishable on AgentExchange. We build MCP integrations ourselves: our own company-wide work-orchestration MCP server runs Engineering Square's daily operations, so we bring working knowledge of the protocol, not just the documentation.
RFI-007How long does an AppExchange or AgentExchange Security Review take?
Ans.
Security Review timelines are set by Salesforce, not by us, and depend on the complexity of your package and how cleanly it passes on first submission. Our role is to get you through in as few cycles as possible — we build to the Security Review checklist from day one, run the scanner against your code early, and remediate findings before submission so you avoid the back-and-forth that stretches reviews out.
RFI-008Do you offer post-implementation support?
Ans.
Yes. Our engagement model includes an Optimization & Managed Support phase after go-live. We monitor system performance, agent effectiveness, and user adoption, then fine-tune Agentforce agents and Einstein models and iterate on automations. You get a team that stays accountable for outcomes, not one that disappears at launch.
E2 — Engineering Square
ProjectEngineering Square LLC
Rev2026.07
ScaleEnterprise
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