Greg Tech Advisory

Service

Salesforce AI Architect & Consultant

Deploy intelligence inside the platform your business already runs on — with architecture that scales beyond pilot projects.

Data Prep

The challenge

AI on Salesforce without architecture fails to scale.

Enterprises are investing in AI on Salesforce — but without the right architecture, initiatives stall. Fragmented data limits Agentforce. Pilot projects never reach production. Teams buy tools without a path to enterprise-scale delivery.

Deliverables

What you get

End-to-end Salesforce AI leadership for organizations that cannot afford experimentation without execution.

01

Salesforce AI & Agentforce Architecture

Design intelligent agents and AI workflows that integrate with your existing Salesforce footprint — not isolated experiments.

02

Data Cloud for AI Context

Unify customer data across systems so AI models have the governed, connected context required for accurate, actionable output.

03

Enterprise Implementation & Advisory

Fortune 500-scale delivery — multi-national rollouts, platform optimization, and executive-level technical strategy.

Methodology

Assess, architect, implement, govern.

A disciplined approach that moves AI from concept to production with measurable business outcomes.

  1. 01 · Current state

    Assess

    Evaluate your Salesforce footprint, data maturity, and AI readiness against business objectives.

  2. 02 · Target architecture

    Architect

    Define Agentforce deployment patterns, Data Cloud integration, and governance frameworks.

  3. 03 · Production delivery

    Implement

    Lead implementation with enterprise rigor — scalable configurations, tested workflows, documented handoff.

  4. 04 · Sustained performance

    Govern

    Establish monitoring, model governance, and iteration paths so AI capabilities evolve with the business.

Experience

Built for enterprise scale.

Two decades navigating enterprise technology, with deep specialization in Salesforce architecture and the current AI era. Phase II of my career focused on cloud-first strategies — leading multi-national Salesforce implementations for Fortune 500 companies.

Today, through Greg Tech Advisory LLC, I bring that same executive-level rigor to Salesforce AI — Agentforce, Data Cloud, and the architectures that make intelligent automation a competitive advantage rather than a liability.

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