Salesforce Consulting
A partner since 2007 — now for the agentic era
XTIVIA implements, integrates, migrates, and administers Salesforce for start-ups through the Fortune 500 — and gets Agentforce, Data 360, and the Headless 360 platform into production, not pilots.
Slack · System of EngagementSlackbot · Channels
Agentforce · System of AgencyAgents · Guardrails
Data 360 · System of ContextZero Copy · InformaticaThe platform today
Salesforce is now one agentic platform
The clouds you bought have been re-cut into four systems on the Headless 360 platform. We map what you already own onto the new shape — then extend it.
System of Engagement
Slack is where your people ask and agents act — with Slackbot on your data.
System of Agency
Agentforce builds, deploys, and governs agents with clicks, code, or both.
System of Work
Customer 360 apps run sales, service, marketing, commerce, and back office.
System of Context
Data 360 unifies every source with Zero Copy so decisions are grounded.
Slack
System of Engagement
Agentforce
System of Agency
Customer 360 Apps
System of Work
Data 360
System of Context
Offerings
Where we plug in
A fixed-scope project, a rescue, or a standing team by the hour — choose the level of support that matches where your org is today.
Consulting & Advisory
Licensing, architecture, and a costed roadmap from consultants who have shipped the work.
Implementation
Configuration, Flow automation, data model, and rollout across any Customer 360 app.
Agentforce Enablement
Stand up agents with grounding, guardrails, and testing so pilots reach production.
Integration
MuleSoft, ERP, and third-party APIs connected without brittle glue code.
Migration & Rescue
Move off legacy CRM — or unwind an implementation that went sideways.
Managed Services
Salesforce Admin On-Demand: certified U.S.-based admins and developers, by the hour.
Portfolio
The Salesforce products we deliver
Salesforce renamed most of the portfolio for the agentic era. These are the current products — and the names your licences may still be under.
Agentforce
The agent platform — build, deploy, monitor, and govern enterprise agents across every channel.
Data 360
Formerly Data Cloud. Unifies data from any system with Zero Copy integration and Informatica.
Headless 360 Platform
Flow, Apex, and metadata — every Salesforce capability callable from any tool or agent.
Agentforce Sales
Formerly Sales Cloud. Pipeline, forecasting, and revenue lifecycle management with agents in the flow.
Agentforce Service
Formerly Service Cloud. Smart case routing, knowledge, voice, and field service resolution.
Agentforce Marketing
Formerly Marketing Cloud. Segmentation, journeys, and generative content that earns engagement.
Tableau
Governed metric definitions, so your dashboards and your agents report the same numbers.
MuleSoft
Anypoint APIs connecting mainframe, ERP, and SaaS systems into your CRM.
Slack
Channel workflows and Slackbot — where humans and agents hand off work to each other.
Why it works
Four things every engagement gets right
The difference between a CRM your team lives in and a very expensive contact list is rarely the licence tier.
Business first
Outcomes scoped before objects and fields.
Out of the box
Configuration over code wherever it holds.
Data you trust
Clean, governed records before AI touches them.
Adoption owned
Training and support until the team lives in it.
In their words
Our customers say it better
Four of them on camera with our CRM team — what they needed, what we built, and what changed afterward.
HARDI
Allison Greene, Marketing Director · Connor Pilbeam, Content Director · Warren Patrick, Wholesale Account Manager · Carmen Andrei, Director of Finance Administration
Instinct Pet Food
Chad Poole, Director of IT · Tess Boedeker, Director of Customer Service · Jason Von Rohr, CFO
Koch Air
Doug Howery, VP of Commercial Sales
The Assistance Fund
Danielle Vizcaino, President & CEO
Certifications
Certified across the whole platform
Architects, developers, consultants, and administrators — certified on the products we implement, not just the ones we sell.
Signature offering
Salesforce Admin On-Demand.
When you need support, you need it right now. Our U.S.-based team has run Salesforce orgs for customers across a dozen industries — so a certified consultant onboards in days, not quarters.
- 01
A dedicated U.S.-based consultant
The same certified admin every month — they learn your org, your people, and your processes instead of reading a ticket cold.
- 02
On-demand hours, not a headcount
A cost-effective alternative to a full-time administrator or developer, and an extension of your in-house team rather than a replacement for it.
- 03
Hands-on work and coverage
Configuration, Flows, reports, dashboards, user management, phone support, research, coaching, and working with your other vendors on your behalf.
- 04
Release readiness
Salesforce ships three releases a year. We review what is changing, test the sandboxes, and retire the features that get deprecated before they break you.
- 05
AI and automation, safely
Agentforce and Flow automation introduced deliberately — grounded in your data, permission-scoped, and measured after go-live.
Resources
From our Salesforce delivery team
Written by the consultants who support our customers every day.
Let's Talk Today!
No obligation, no pressure. We're easy to talk with and you might be surprised at how much you can learn about your project by speaking with our experts.
XTIVIA CORPORATE OFFICE
304 South 8th Street, Suite 201
Colorado Springs, CO 80905 USA
Additional offices in New York, New Jersey, Texas, Virginia, and Hyderabad, India.
USA toll-free: 888-685-3101, ext. 2
International: +1 719-685-3100, ext. 2
Fax: +1 719-685-3400
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