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Engineering Square
Certified Salesforce Ridge Partner

The full power of Salesforce, engineered in.

As a certified Salesforce Ridge Partner, we help businesses of every size maximize their CRM investment — expert implementation, Agentforce agents, Einstein AI, and custom AppExchange development delivered with engineering rigor.

69
Certified experts
221
Salesforce certifications
56
Agentforce-family certs
4
Published AppExchange apps

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

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

Certified to deliver Agentforce and beyond

01

Agentforce Implementation

We deploy Salesforce Agentforce so autonomous AI agents work across your sales, service, and marketing functions. Our certified specialists configure agents to qualify leads, resolve support cases, draft proposals, schedule meetings, and escalate intelligently — all inside your existing org. Every agent is grounded in your business context, brand voice, and compliance requirements.

AgentforceAutonomous AgentsSales AIService AIGrounding
02

Einstein AI

We bring predictive and generative AI directly into your CRM workflows. Einstein Lead Scoring, Opportunity Insights, Case Classification, Next Best Action, and Einstein GPT get wired into the daily work of your sales, service, and marketing teams — so recommendations show up where decisions are made, not buried in a report.

Einstein GPTLead ScoringPredictive AnalyticsNext Best Action
03

AppExchange & AgentExchange Development

We build, package, and publish commercial applications on the Salesforce AppExchange and AgentExchange marketplaces. Deep expertise in Salesforce DX, Lightning Web Components, Apex, and the Security Review process means whether you are launching a new product, extending an existing solution, or shipping internal managed packages, you get polished, scalable apps that clear Salesforce's rigorous standards.

AppExchangeAgentExchangeLWCApexSalesforce DXSecurity Review
04

ISV Partner Services

We support Independent Software Vendors from product conception through marketplace launch and beyond — advising on architecture, licensing models, Security Review readiness, go-to-market strategy, and partner program navigation. You launch faster, avoid the common pitfalls, and build a product that resonates with Salesforce customers.

ISVGTMSecurity ReviewLicensingPartner Program
05

Einstein Copilot Customization

We take Einstein Copilot beyond the out-of-the-box defaults. Custom Copilot actions, integrations with external data sources and APIs, specialized prompt templates, and configured topic and action libraries give your teams an AI assistant that actually understands your industry workflows — not a generic chatbot bolted onto the CRM.

Einstein CopilotCustom ActionsPrompt BuilderCopilot StudioData Cloud
02Our Engagement Model

Six steps, zero surprises

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.

02

Solution Design & Data Strategy

Our certified architects design a blueprint that maximizes native Salesforce capabilities — Data Cloud unification, Agentforce configuration, and Einstein AI integration. We map your data model, automation flows, security model, and integrations before writing a single line of code.

03

Build, Configure & Test

We build in a dedicated sandbox following Salesforce best practices across Apex, Lightning Web Components, Flow, Prompt Builder, and Agentforce actions. Testing spans unit, integration, Einstein Trust Layer validation, and UAT with your team.

04

Data Migration & Integration

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

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.

06

Optimization & Managed Support

After go-live we monitor system performance, agent effectiveness, and adoption. We gather feedback, fine-tune Agentforce agents and Einstein models, 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.

03Platform & Stack

Native to the Salesforce platform

Bill of MaterialsQTY: 14
001Agentforce
002Einstein
003Data Cloud
004MuleSoft
005Apex
006Lightning Web Components
007Flow
008Datorama
009Prompt Builder
010Einstein Trust Layer
011Sales Cloud
012Service Cloud
013Salesforce DX
014Slack
04Questions

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 and Einstein Copilot?
Ans.
Agentforce runs autonomous AI agents that take action on their own — qualifying leads, resolving cases, and executing multi-step workflows across your org. Einstein Copilot is a conversational assistant that helps a user complete tasks in the flow of work. We implement both, and often together: Copilot for human-in-the-loop productivity, Agentforce for work you want handled autonomously and safely.
RFI-004How 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-005Do 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.
ProjectEngineering Square LLC
Rev2026.07
ScaleEnterprise
SheetSF-01

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