Salesforce AI Strategy & Roadmap

What this engagement is

A 3-4 week engagement that delivers a comprehensive AI strategy for your Salesforce ecosystem — covering Einstein, Agentforce and custom AI integrations — with a phased implementation roadmap and clear ROI framework. Delivered through the Xenai Digital partnership. Built for enterprises that want to lead with AI rather than experiment with it.

What’s included

• AI readiness assessment covering data maturity, process readiness and organisational capability
• Agentforce implementation strategy across customer service, sales and marketing
• Einstein features optimisation plan including Analytics, Discovery and Prediction
• Custom AI solutions roadmap for integrating bespoke models and third-party tools
• ROI and success metrics framework with KPIs for every AI initiative
• AI governance and ethics strategy covering data privacy, bias prevention and compliance
• Skills development plan for ongoing internal capability building

Frequently asked questions

What's the difference between Einstein AI and Agentforce?

Einstein AI provides predictive analytics and insights within Salesforce, while Agentforce creates autonomous AI agents that can take actions on behalf of users. Einstein analyses data to make recommendations, whereas Agentforce can actually execute tasks like responding to customers, updating records and managing workflows without human intervention.

How long does it take to implement a comprehensive AI strategy?

A full AI strategy implementation typically takes 6-12 months, depending on your data maturity and organisational readiness. The strategy development phase takes 4-6 weeks, followed by phased implementation starting with high-impact, low-risk use cases. We recommend a gradual rollout to ensure user adoption and maximise ROI.

What data requirements are needed for successful AI implementation?

Successful AI implementation requires clean, structured data with at least 6-12 months of historical records. Your data should be standardised, regularly updated and free from duplicates. We assess your data quality as part of our readiness evaluation and provide recommendations for data preparation if needed.

Can AI strategy work with existing Salesforce customisations?

Yes. Our AI strategy accounts for your existing Salesforce configuration, custom objects and integrations. We design AI solutions that enhance rather than replace your current workflows. Some legacy customisations may need updates to fully leverage modern AI capabilities.

What ROI can we expect from Salesforce AI implementation?

Clients typically see 3-5x ROI within 12-18 months through increased productivity, improved customer satisfaction and reduced operational costs. Specific returns vary by use case: customer service automation can reduce response times by 60-80%, sales AI can increase conversion rates by 20-30%, and marketing automation can improve lead quality by 40-50%.

Do you provide training for our internal teams?

Yes. Comprehensive training is included — executive workshops, administrator training, end-user sessions and ongoing coaching. The goal is for your team to maintain and expand AI capabilities independently after implementation.