CLD Partners | AI Use Cases Worth Building

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Our 4-Week Agentforce Jumpstart

Know which AI use cases are actually worth building.

We work with your team to identify where AI can reduce costs, generate revenue, or reduce risk — and give you a clear plan to act on it.

Strategic Alignment

We clarify your Agentforce licensing options and equip you to have an informed conversation with your Salesforce AE.

Licensing options explained in plain language

Packaged agent overview (SDR, Sales Coach, Lead Mgmt)

We can join your Salesforce AE call

Technical Health Check

We run a Hubbl Scan of your Salesforce org to surface data quality issues, integration gaps, and technical debt that could block AI adoption.

Full Hubbl Scan of your org

Findings report with prioritized recommendations

Data and integration gap analysis

Use Case Roadmap

We work with your team through structured discovery sessions to identify the Agentforce use cases that are the right fit for your business — not a generic list.

Guided discovery across sales, delivery, ops, and IT

Tailored use case identification (packaged + custom agents)

Prioritized roadmap with clear starting points

Quick Wins + Execution Plan

We identify what you can build right now and give you a concrete plan to bridge any gaps standing between you and a successful Agentforce implementation.

Identified quick wins ready to implement

Plan to address data and integration gaps

Actionable next steps your team can move on immediately

Week 1: Planning + Scan · Week 2: Discovery · Week 3: Recommendations · Week 4: Review + Quick Wins

Use Agents Directly in Slack

Give your team access to the same Agentforce agents they use in Salesforce — without leaving Slack. Same logic, same data, where your team already works.

Productivity
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Simplified Skills Assessment

Use Agentforce to suggest skill improvements for each resource based on timecard notes and skill rating definitions — no manual matrix updates required.

Resource Management
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Automate Project Status Reports

Pull Timesheets, Milestones, and SOW data to auto-generate status reports with financials and schedule indicators. PMs stay in control — the heavy lifting is done.

Project Delivery
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More use cases from our library

SOW smart reader Opportunity summary generation Quote risk review Payable invoice line creation Draft quote assistant Resource plan from Slack On-demand delivery insights Monday morning copilot for PMs Time entry from Slack Proposal assistant Slack channel creation Expense line creation

Proven Expertise