Robert R.

I help organizations put AI to work, inside Salesforce and beyond. I've been a Salesforce Architect & Consultant for 10+ years (8x certified, 275+ projects for 164 clients), and today I focus on Agentforce, Claude, and practical AI agents that connect to the systems your business already runs. Most AI projects stall between the demo and production. I close that gap: pick the right use case, ground the agent in clean, trusted data, connect it to your tools, and add guardrails so your team actually uses it. AI on Salesforce → Agentforce: agent design, topics & actions, Prompt Builder, Flow/Apex actions, testing and rollout → Claudeforce: bringing Salesforce data and workflows into Claude for sales and service teams → Data 360 (Data Cloud): unified, harmonized data so agents answer with trusted context → Headless 360: exposing Salesforce data and actions through APIs to outside agents and apps → AI-ready org cleanup: the data quality, permissions and automation that AI depends on AI beyond Salesforce → Claude for teams: rollout, Projects, Skills, MCP connectors, and usage playbooks → Claude Code: AI-assisted development, custom agents and skills, dev workflow automation → Custom AI agents and automations across HubSpot, Slack, Google Workspace, Microsoft 365, QuickBooks and internal APIs → AI strategy & readiness: use-case discovery, ROI, governance, security, change management Salesforce foundation → Sales, Service & Experience Cloud, CPQ, Flow, Apex, integrations, data migration, dashboards → Fractional admin or architect retainers Recent results → 25 Flows for lead routing, approvals and renewals, saving about 20 staff hours a week → 3 legacy orgs merged into 1, saving $210K a year → Support CSAT raised from 76% to 94%, with 35% of cases deflected through knowledge articles → Profiles cut from 22 to 6, and a SOC 2 access audit passed with no findings I start with one high-value use case, ship it, measure it, then expand. You get documentation, training and a clean handoff, not a black box. If you want AI that does real work in your business, on Salesforce or anywhere else, let's talk.