Assess · 2 weeks
AI Readiness Assessment — Salesforce
A structured evaluation of your organization's readiness to deploy production AI across your Salesforce ecosystem. Gap analysis against Einstein AI, Data Cloud, and Agentforce with a prioritized 90-day implementation roadmap.
View framework on GitHubWeek 1 — Discovery
- Salesforce environment review — org architecture, Data Cloud, integration landscape
- Current AI initiatives inventory — Einstein, Agentforce, or third-party AI deployments
- Data estate assessment — object model, data quality, unification readiness
- Security and compliance review — Shield, Event Monitoring, relevant frameworks
- Stakeholder interviews — CTO, VP Sales/Service, data and operations leads
Week 2 — Analysis & Roadmap
- Gap analysis against Einstein AI and Agentforce production readiness
- Data Cloud readiness — unification rules, identity resolution, segment activation
- Risk assessment — data governance, trust layer configuration, compliance gaps
- 90-day roadmap — prioritized initiatives with effort and cost estimates
- Executive presentation — findings, reference architecture, and next steps
Deliverables
What you walk away with
AI Maturity Scorecard
Scored across 6 dimensions: data quality, infrastructure, security, talent, governance, and use case readiness.
Gap Analysis
Assessment against Einstein AI, Data Cloud, and Agentforce deployment requirements.
Use Case Backlog
Prioritized AI use cases ranked by business value and implementation complexity on Salesforce.
90-Day Roadmap
Architecture recommendations, sequenced initiatives, and cost estimates for your Salesforce AI platform.
Executive Briefing
30-minute presentation to leadership with findings, risks, and recommended next steps.
Platform coverage
Salesforce services assessed
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