What we do

Three practice areas. We don't work outside them.

Salesforce Implementation & Transformation, Data Foundations, and AI & Agentic Enablement—three connected capabilities grounded in the business decisions, customer experiences, and operating outcomes you need to improve.

Layered architectural materials representing governed enterprise data foundations
Data foundationsFragmented sources resolved into a governed operating substrate

01 / Data

Data foundations

The practice area everything else depends on.

The problem. Data Cloud (Data 360) and adjacent platforms like Snowflake promise a unified customer data layer — but most orgs get there with duplicate models, unclear zero-copy boundaries, and pipelines nobody fully owns. Layer agentic AI on top of that and every failure mode compounds.

Where it's urgent right now. Salesforce moved Heroku to a sustaining-engineering model in February 2026 and closed new enterprise contracts. Existing workloads aren't broken today, but teams building new architecture on Heroku are building on a platform Salesforce has stopped investing in. That's a live migration-planning conversation, not a hypothetical one.

Our approach.

  • Map the current data model against what agentic use cases actually require — not what the platform vendor recommends by default
  • Resolve Data 360 / Snowflake boundary decisions before they get baked into architecture
  • Build a Heroku migration plan sized to your actual exposure, not a generic replatforming project
  • Leave you with a data foundation an agent can be trusted to act on
Legacy and point-to-point data sources are retired into one governed foundation, feeding a durable agent substrate
Salesforce architecture layers connecting governance, customer data, automation, and user experience

02 / Salesforce

Salesforce Implementation & Transformation

Sales and Service capabilities designed around the work your teams and customers need to accomplish.

The problem. Salesforce programs lose value when platform configuration outruns process clarity, ownership, adoption, and data quality. More features cannot repair fragmented work or unclear accountability.

Where we focus. Sales, Service, Financial Services Cloud, Data 360, platform architecture, and operating-model improvement across Health and Life Sciences, Higher Education, Manufacturing, and Financial Services.

Our approach.

  • Reframe the platform around measurable customer and operating outcomes
  • Simplify sales, service, and case-management workflows before automating them
  • Align architecture, decision rights, governance, and adoption
  • Deliver a roadmap teams can operate, measure, and improve after go-live
Salesforce connects to Claude through a governed bridge — data never leaves the governed environment

03 / AI

AI & Agentic Enablement

Agentforce and enterprise AI designed, governed, and evaluated for production work.

The problem. Most AI pilots demonstrate technical possibility without establishing workflow ownership, trusted grounding data, evaluation thresholds, or the human accountability needed to operate safely at scale.

Where it fits. We select the right combination of Agentforce, platform-native AI, and external models such as Claude based on the business decision and workflow—not vendor preference.

Our approach.

  • Prioritize narrow use cases with an accountable owner and measurable outcome
  • Connect agents to governed Salesforce and enterprise data workflows
  • Define evaluation, escalation, monitoring, and human-oversight requirements before production
  • Operate and improve AI as a managed business capability

Not sure which practice area you need?

Most business challenges touch more than one practice area. Start with the outcome and we will help identify the right path.

Atherian Advisor