AI inside your Salesforce, grounded on your data
Agentforce, Einstein, Prompt Builder and Data Cloud: Salesforce-native AI, on your own data and with guardrails — no external infrastructure. Begin with a free assessment: we define real use cases, scope and a fixed budget before you commit to anything.
- Free AI assessment, no commitment
- Salesforce-native AI, on your data and with guardrails
- Salesforce ecosystem partner · CMMI Level 2 · nearshore MTY + Texas
CMMI Level 2 · 5.0★ on Clutch · 200+ projects · Monterrey + Texas · Code 100% yours
Why Salesforce AI with iTechDev?
Native AI, not a bot bolted on top
We implement Agentforce (autonomous agents) and Einstein (generative and predictive) directly in your CRM: case summaries, assisted replies, lead scoring and next-best-action — on your data, with no additional infrastructure.
Grounded on your data, with guardrails
We connect the AI to your real data via Data Cloud and Prompt Builder, with guardrails and permissions. The AI answers with your information, not generic hallucinations.
We already apply AI to commercial processes
Our own AI Sales Assessment (questionnaire → scoring → report and recommendations) is in production and you can try it today. Direct proof of how we apply AI and scoring to sales.
CMMI discipline, code that's yours
We configure and develop under CMMI Level 2 standards, with demos every 2 weeks. The configuration and code we deliver are 100% yours.
What your Salesforce AI assessment includes (free)
A concrete deliverable you can use even if you decide not to move forward with us.
How it works
Reach out
Leave your details in the form or message us on WhatsApp. We reply during business hours.
Assessment session
We review your processes, your data quality and where AI adds real value, with our consultants.
Deliverable + path
We hand you the prioritized use cases, the recommended Salesforce products, the phased scope and a fixed budget.
Decide with data
You decide with real information. If we move forward, we start in phases with demos every 2 weeks.
Explore our full Salesforce service
AI is one part. We also do implementation (Sales/Service/Experience Cloud), development (Apex/LWC/Flow), integrations (MuleSoft/APIs, SAP↔Salesforce bridge), optimization/security and training. Explore the full mini-site.
Request your Salesforce AI assessment
Agentforce, Einstein, Prompt Builder and Data Cloud: Salesforce-native AI, on your own data and with guardrails — no external infrastructure. Begin with a free assessment: we define real use cases, scope and a fixed budget before you commit to anything.
- Realistic AI use cases for your commercial operation
- What Agentforce vs. Einstein vs. Prompt Builder each solve
- Your data's state and whether you need Data Cloud for grounding
- Edition/license requirements and technical prerequisites
CMMI Level 2 · 5.0★ on Clutch · 200+ projects · Monterrey + Texas · Code 100% yours
Request your Salesforce AI assessment
What do you want to solve with AI in Salesforce?
Frequently asked questions
What are Einstein and Agentforce?
Einstein is Salesforce's AI layer: it generates content, summarizes support cases and produces sales insights within the CRM itself. Agentforce is Salesforce's autonomous agents platform, able to handle customer queries, qualify leads and execute actions. Both integrate natively with your Salesforce data, without additional infrastructure.
Does the AI use my data? Is it secure?
The AI is grounded on your data via Data Cloud and Prompt Builder, respecting your org's permissions and security model, with guardrails. The point is for it to answer with your real information, not generic hallucinations. In the assessment we review the data controls that apply to your case.
Do I need Data Cloud to use the AI?
Not always, but Data Cloud unifies customer profiles and data across systems and greatly improves AI grounding when your data is scattered. In the assessment we evaluate your data's state and tell you whether Data Cloud adds value in your case or not.
Is iTechDev a Salesforce partner?
We work within the Salesforce ecosystem: we implement, develop and integrate on the platform (including Agentforce, Einstein, Prompt Builder and Data Cloud) with CMMI Level 2 certified processes and nearshore operations in Monterrey + Texas. The configuration and code we produce are 100% yours, with no vendor lock-in.
Request your Salesforce AI assessment
CMMI Level 2 · 5.0★ on Clutch · 200+ projects · Monterrey + Texas · Code 100% yours