Agentic Workflows
for Salesforce.
Configure and deploy multi-step AI workflows inside Salesforce — designed to your methodology, governed by your admin model, built for any analysis your business or your clients need.
See It in Action
Strategic Account Plan — the analysis every enterprise sales team needs every quarter.
- Pull Salesforce account & opportunity data
- Enrich with ZoomInfo / Apollo org chart
- Skim 10-K, earnings, investor calls
- Read Gong transcripts, tag pains
- Map stakeholders manually
- Build competitive landscape
- Draft plan in PowerPoint or Google Docs
- Circulate for feedback, reconcile
- Update Salesforce with action items
- Dossier: Salesforce + enrichment + transcripts + filings
- Parallel analysis: stakeholder map, compete, pains
- Decision gates: route by champion, stage, tier
- Scored output: rubric, confidence, citations
- Salesforce write-back: fields, tasks, chatter, audit trail
Who It's For
Built for teams that configure and deliver AI on Salesforce — not those starting from scratch.
Systems Integrators
Deliver AI workflow implementations at scale across clients — without rebuilding from scratch each time.
Salesforce Consultancies
Add productized AI workflows to your practice — spec-authored, governed by the Salesforce admin model your team already knows.
Enterprise Platform Teams
Revenue Ops, Sales Ops, and CRM teams that need custom multi-step AI across Accounts, Opps, Leads, and Cases — governed and auditable.
How It Works
A directed graph — not a flat pipeline. Data sources feed a dossier, which branches into analysis steps with decision gates.
Pulled from where the truth lives
Dossier → steps → decision gates
Scored, sourced, written back
What You Can Build
Every workflow is authored as a versioned spec. Here are the kinds of analyses teams are designing now.
Multi-source health score across usage, sentiment, and exec engagement — with intervention recommendations.
Triangulate Gong transcripts, opportunity history, and competitor mentions into a structured brief.
Score and route partner leads against your ICP, dedupe against existing accounts, assign with reasoning logged.
Quarterly account plan: stakeholder map, competitive context, priority pains, next-90-day motion.
Detect early risk signals across cases, usage, and CSM notes — with a recommended save play.
Usage delta, sentiment, exec movement, and price/term recommendation — routed to the CSM 90 days out.
Engine Capabilities
Eight things SIs screen for. We built for all of them.
Built for SIs & Consultancies
MindBoard is the engine you build on — spec-authored, governed by Salesforce's admin model, structured so your partner-built workflows become a real product line.
Author specs in Spec Studio
Codify your methodology once. Ship it on every implementation — no rebuild per client.
Deploy via the Salesforce admin model
Profiles, permission sets, sandboxes — the model your team already knows. No new RBAC to teach IT.
Revenue share + AppExchange alignment
Resell with margin, or refer with a finder's fee. Bidirectional pipeline sharing with MindBoard sales.
What partners build
Workflow catalogs you own, sold as part of your practice.
Vertical workflow libraries
Industry-specific playbooks (financial services, life sciences, manufacturing) layered onto Sales Cloud.
Methodology overlays
MEDDIC, SPIN, Challenger, Sandler — codified as governed workflows your clients can roll out themselves.
Post-implementation expansions
Productized workflows sold into the install base after the Sales Cloud or Service Cloud go-live.
Customer success motions
Health scoring, renewal briefs, QBR prep — run from the record by the CSM team.
Become a Partner
Talk to the partner team directly — not the standard demo flow. We'll share the partner agreement, certification curriculum, and a sandbox.