Salesforce implementation
Salesforce, implemented foundation first. From the data model to Agentforce 360.
DHI Dynamics is a Salesforce implementation team. We build across the core clouds and the Agentforce 360 platform: Sales and Service Cloud, Data 360, and Agentforce. We engineer the data foundation first, so your AI runs inside Salesforce's trust boundary and your data isn't shipped to third-party AI tools. Audit-ready by design.
Agentforce 360
Autonomous agents
Einstein Trust Layer
Trusted, governed AI
Governed data foundation
Data 360 · profiled · harmonized · audited
The 5% of AI that works starts on the foundation.
Why foundation-first
The model is rarely the problem. The data and the governance are.
Most enterprise GenAI pilots fail to deliver measurable P&L impact, and the root cause is the integration and learning gap, not model quality(MIT NANDA, 2025). Agentforce makes shipping an agent easy; making it trustworthy — grounded in clean data, scoped to the right permissions, and auditable — is the engineering. That is where we lead: we map the data model, profile quality and establish the permission and audit boundary before any agent ships.
We're Salesforce implementation specialists, and the data foundation and governance most AI pilots skip is exactly the work we do. We engineer it first, then build Agentforce 360 on top, with the security and IT review designed in from the start.
How we work
An evidence-based method, applied foundation-first.
We're computer-science engineers who attack hard problems with method, evidence and rigor. We establish the data and governance baseline before any agent ships, and put our own AI agents to work to research faster and build better. Whether it's a first implementation, a rescue, or scaling what works, the people who scope it stay close as it ships.
Investigate
Architecture and platform strategy grounded in evidence from your data and processes — not a template.
Engineer
Agentforce 360 and Data 360 configured and built iteratively, tested and instrumented — not a big-bang.
Run
Managed services and continuous improvement — we stay accountable after go-live.
Trust principle
Your AI runs inside Salesforce's trust boundary.
Agentforce operates on your governed Salesforce data under the Einstein Trust Layer, with your permissions, sharing rules, and audit trail. It's scoped to Salesforce's trust boundary rather than piped out to third-party AI tools.
Integration (MuleSoft, Data 360) moves and federates data through governed, audited connectors, by design and under your control. What stays on-platform is your AI and its reasoning. How we govern it →
Inherited permissions
Agents act with your existing sharing rules and field-level security, not a separate access model.
Zero-copy access
Data 360 can ground AI in warehouse data queried in place, not duplicated into a separate store.
Full audit trail
Every agent decision and action is governed and traceable inside the platform.
On-platform reasoning
Generation and reasoning run within the Einstein Trust Layer. Your AI isn't shipped out to third-party tools to do its work.
Data 360
Unify fragmented data, queried in place, not duplicated.
Data 360 brings every signal into one real-time, 360° view of the customer. With zero-copy access to Snowflake, Databricks and other warehouses, you get insight without duplication, and a trusted foundation for AI.
- Zero-copy integration with Snowflake, Databricks & major warehouses
- Harmonized, real-time 360° customer profiles
- Governed and AI-ready: the foundation Agentforce 360 reasons on
- Activate segments across every Salesforce cloud
Agentforce 360
Agentic agents that retrieve, reason and execute, with a human in the loop.
Agentforce 360 is Salesforce's agentic AI platform. Agents are built in Agentforce Builder, planned by the Atlas Reasoning Engine (Salesforce's planning engine for Agentforce agents) and its configurable hybrid reasoning, and kept on the rails with Agent Script: deterministic steps where you need certainty, LLM judgement where you don't. Grounded in Data 360, they act across Customer 360 with your permissions and sharing intact, and a documented kill-switch and audit trail keep a person in control.
- Atlas Reasoning Engine with configurable hybrid reasoning
- Agent Script for deterministic plus LLM-driven control
- Agentforce Voice and action across chat, email, Slack and workflows
- Headless 360: agents and your apps reach the platform API-first, no UI required
- Human-in-the-loop: inherited permissions, sharing, audit trail and kill-switch
Predictive AI & the Einstein Trust Layer
Predictive AI, governed by the Einstein Trust Layer.
Einstein is the predictive and generative AI embedded across every cloud: lead scoring, natural-language generation, and next-best-action. The Einstein Trust Layer is the governance underneath it, with zero data retention, data masking and an audit trail, so Agentforce and Einstein stay trustworthy in production.
- Predictive analytics, propensity and lead scoring
- Generative content and natural-language processing
- Einstein Trust Layer: zero data retention, masking and audit
- Trusted, embedded directly in your workflows
Agentic workflows
Agents that don't just answer. They finish the job.
The value isn't a chatbot. It's a governed, multi-step workflow that reads your data, decides and acts. Here are three patterns we build first, end to end.
Service deflection
A self-resolving agent that answers, looks up the order, and acts — escalating to a person only when the case genuinely needs one.
Sales-ops assist
An agent that drafts follow-ups, updates records and preps the next-best action so reps spend their time selling, not on data entry.
IT & HR self-service in Slack
Employee agents that handle access requests, onboarding tasks and policy questions inside Slack — governed by the same trust layer.
Every agent shares your data, workflow and trust layer with your people — inheriting existing permissions, sharing rules and compliance rather than bolting AI on from the side.
Document processing (IDP)
From document, to structured data, to an agent that acts.
Invoices, onboarding forms, claims, quote-to-cash paperwork: read, validated and routed into action. Salesforce gives you three distinct tools here, and we pick the right one and connect it to your agents.
Intelligent Document Reader
OCR-driven reading (via Amazon Textract) for industry document flows already inside Salesforce.
Document AI
Extracts structured data from documents and exposes it as Agentforce actions agents can call.
MuleSoft for Flow: IDP
Turns documents into agent-ready steps — extract, validate, then act — wired straight into your automations.
MuleSoft for Agentforce
Your APIs become governed agent actions.
APIs are the connective tissue of the agentic enterprise. With the MuleSoft for Agentforce Topic Center, the Topics you define in an API spec turn endpoints into governed actions an agent can call — and the API Catalog surfaces those connections directly inside Agentforce Builder, so agents reach your core systems safely.
- Topics defined in the API spec become callable agent actions
- API Catalog surfaces governed connections in Agentforce Builder
- Reuse your existing integrations instead of rebuilding them for AI
- Policy, security and observability stay where your team controls them
Time to value
Live in weeks, without pretending data and change management are free.
Prebuilt agents, a marketplace and low-code tooling genuinely shorten the build, and our outcomes-not-hours model compresses the rest. The honest part: real timelines still hinge on data quality, integration and adoption, which is exactly the foundation we engineer first.
Salesforce Foundations
Salesforce's free Foundations add-on gets core CRM and Agentforce moving — including 1,000 Agentforce service-conversation credits to pilot with.
AgentExchange
Thousands of prebuilt apps and agents to start from, so you configure and tune rather than build from a blank canvas.
Low-code Agentforce Builder
Compose, test and ship agents without a heavy custom-code project — our engineers keep the data foundation and governance sound underneath.
We'll tell you what a marketplace agent can do on day one and where your own data and processes are the real critical path — then sequence the work so you see value early without painting over the hard parts.
Core clouds
Hands-on across the Salesforce portfolio.
Every core cloud, configured to your processes rather than forcing your team to bend around the tool.
Sales Cloud
Pipeline, forecasting and guided selling.
- Opportunity & forecast management
- Guided selling playbooks
- Revenue intelligence
Service Cloud
Omnichannel service that resolves faster.
- Case routing & knowledge
- Self-service & chatbots
- Field service workflows
Marketing Cloud
Personalized journeys at scale.
- Journey orchestration
- Segmentation & personalization
- Campaign analytics
Experience Cloud
Portals and communities your customers love.
- Branded portals & sites
- Partner & customer communities
- Self-service experiences
Industries
Pre-built models for your vertical.
- Industry data models
- Compliance-ready processes
- Vertical data models, less from scratch
CRM Analytics & Tableau
Decisions powered by live data.
- CRM Analytics dashboards
- Embedded insights
- Predictive KPIs
Integration & Data
The data layer behind the platform: MuleSoft & Synatic.
Salesforce is only as good as the data flowing into it. We build the API-led connectivity and integrations — using MuleSoft or the third-party Synatic iPaaS, whichever fits — that feed Data 360 and your agents.
Where your AI runs
A trust boundary you can actually defend.
The hard part of enterprise AI isn't the model. It's keeping the reasoning on your governed data instead of shipping it to tools you don't control. We engineer that in from the first phase, not bolt it on at the end.
“Your AI runs inside Salesforce’s trust boundary. We don’t pipe your data out to third-party AI tools. Agentforce operates on your governed Salesforce data, under the Einstein Trust Layer, with your permissions, sharing rules, and audit trail.”
One honest caveat: Integration (MuleSoft, Data 360) moves and federates data through governed, audited connectors, by design and under your control. What stays on-platform is your AI and its reasoning.
Salesforce engineers, not a bench
Computer-science engineers who do the Salesforce work: the data model, the flows, the sharing rules, the Agentforce build. The people who scope it stay on it through go-live.
Inside the trust boundary
Agentforce reasons over your governed Salesforce data under the Einstein Trust Layer, with your permissions, sharing rules and audit trail. Your CRM isn't copied into a third-party AI tool to do its work.
Evidence, not a demo
A named, evidence-gated method. Agents are scored against a held-out eval set before go-live, and you keep the kill-switch, permission matrix and audit log.
Let's engineer the foundation for your Salesforce build.
Bring your platform: a first build, a stalled org, or a stack that's outgrown its setup. We'll map the highest-impact next move, foundation first, with your AI running inside Salesforce's trust boundary, in a single working session.