Salesforce Agentforce Data Readiness Package
Agentforce can only deliver useful outcomes when the data and context behind it are strong. If records are incomplete, activities sit in disconnected tools, or knowledge is hard to access, AI will struggle to ground responses and actions properly. Our Agentforce Data Readiness Package helps you tackle that problem before it undermines value.
This package is designed for teams preparing to deploy Agentforce or improve an early rollout. We focus on practical readiness work such as activity capture, field hygiene, object alignment, data quality review and grounding source preparation, so your AI agents have a more reliable operating foundation.
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What we can do for you?
Discovery & Readiness Assessment
- Kick-off workshop to review Agentforce goals & target use cases
- Assess current Salesforce data quality and knowledge sources
- Identify grounding risks, missing context and structural gaps
- Prioritise first-phase remediation actions
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Data & Activity Preparation
- Review core object structures, field usage and ownership
- Define fixes for incomplete or stale records in the agreed scope
- Review email, calendar and activity capture approach
- Support alignment of core data needed for the agreed Agentforce use cases
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Grounding & Governance Setup
- Review knowledge or content sources used for grounding
- Define standards for data quality, ownership and update cadence
- Recommend readiness actions for prompts, topics and actions
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Salesforce Training
- 3 hours of remote training for admins and operational owners
- Guidance on maintaining data quality and readiness standards
- Share self-paced resources and recommended operating practices
Time to Value & Check-In
- Typical setup completed in 3-5 weeks
- 30-day post-implementation check-in to review readiness improvements and next-phase actions
1. Discovery & Design
- Kick-off call, gather requirements
- Align Salesforce to media goals
- Define 8 key sales reports
- Weekly check-in calls for updates
2. Configurations
- Configure Salesforce
- Set 1 path for leads/opps
- Create 8 reports, 1 dashboard
3. Salesforce Training
- 3-hour remote in-app training
- Share self-paced learning resources
4.Time to Value
- Complete setup in 4–5 weeks
5. Check-In
- Review reports and team usage
- Capture lessons and next steps
Why companies love our Agentforce Data Readiness Package?
Key Use Cases
Our Agentforce Data Readiness Package is built for organisations that know AI success depends on the quality of the underlying Salesforce estate. It helps you address the practical data issues that shape trust, grounding and operational value.
What is Agentforce Data Readiness?
It is the work needed to make sure Salesforce data, activity history and knowledge sources are fit for Agentforce use.
Is this the same as data migration?
Not exactly. It overlaps with data quality and onboarding work, but it is specifically focused on AI readiness and grounding.
What does Brysa review?
Typical review areas include core objects, field usage, duplicate or stale records, activity capture and grounding sources.
Can this be delivered alongside an Agentforce implementation?
Yes. It works well as either a pre-implementation phase or an add-on alongside Agentforce delivery.
