A practical, step-by-step roadmap for Salesforce teams ready to activate Agentforce, Data Cloud, and AI-powered workflows — without the guesswork.
Download the guide instantly — no fluff, just a clear 30-day action plan.
AI in Salesforce is a massive opportunity — but without a clear starting point, it's easy to feel overwhelmed or underdeliver.
Salesforce has Einstein, Agentforce, Data Cloud, Copilot — and it's unclear where to start or what actually applies to your org.
You know AI matters, but nobody has given you a structured 30-day plan to activate it across Sales, Marketing, and Service.
You're paying for AI features already built into your Salesforce licences — but they're sitting dormant because setup feels complex.
Without Data Cloud in the picture, your AI is only as good as your fragmented data — leading to inaccurate predictions and poor automation.
Sales, Marketing, and Ops are all using Salesforce differently — making it impossible to build a unified AI strategy that actually sticks.
Everyone's talking about AI adoption, but your team is already stretched. You need a plan that fits your capacity, not a 6-month project.
This guide cuts through the noise. Whether you're a Salesforce Admin, Sales Leader, or Marketing Manager — here's exactly what you'll walk away with.
Understand which Salesforce setup decisions affect AI performance — data models, field hygiene, user adoption, and org configuration that enables AI to function correctly from day one.
A practical walkthrough of how to activate and configure Agentforce in your org — from enabling the right permissions to building your first Agent and deploying it to your sales or service teams.
Learn how to connect Data Cloud to your Salesforce CRM, unify customer profiles, and feed clean, enriched data into your AI models — unlocking personalisation and predictive scoring at scale.
See how to build AI-assisted workflows across Sales Cloud, Service Cloud, and Marketing Cloud — including lead scoring, case deflection, and next-best-action automation that actually saves your team time.
A structured 30-day schedule broken into four phases — Foundation, Configuration, Activation, and Optimisation — so your team knows exactly what to do and in what order.
How to define success metrics, track AI adoption across teams, and build a dashboard that shows leadership the ROI of your Salesforce AI investment within the first 30 days.
A practical PDF guide by Twopir (2πr) Consulting
This is a working guide built from real Salesforce AI implementations — not marketing copy. Every section maps to a specific action you can take in your org.
Whether you're configuring the org or leading the revenue team, this guide gives you what you need to move fast.
Get a clear technical path to enable AI features, configure Agentforce, connect Data Cloud, and manage the rollout — without breaking your existing setup.
Understand how AI-powered lead scoring, next-best-action, and pipeline forecasting work in Salesforce — and how to get your reps actually using them.
See how Data Cloud and AI-powered segmentation can personalise every campaign touchpoint — and how to connect your marketing data to Salesforce intelligence.
Use this guide to align Sales, Marketing, and Service teams around a shared AI strategy — and build the data foundation that makes AI-driven revenue decisions possible.
Discover how Service Cloud AI and Agentforce can reduce case resolution time, improve CSAT, and free your team from repetitive queries — all within your existing Salesforce environment.
Get the governance framework, security considerations, and architecture overview you need to approve and oversee Salesforce AI adoption across your organisation.
Twopir (2πr) Consulting is a certified Salesforce and HubSpot partner specialising in enterprise revenue architecture. We don't configure software — we design scalable systems that drive predictable, measurable commercial outcomes.
With 80+ enterprise deployments across industries, our certified architects have hands-on experience activating Agentforce, Data Cloud, and AI workflows in complex Salesforce environments. This guide is distilled directly from that work.
We built this guide because we kept seeing the same pattern: great teams with the right Salesforce licences, but no clear path to making AI actually work for their business.
The guide is free. The roadmap is clear. All you need to do is download it and take the first step toward activating Salesforce AI in your organisation.
Get an assessment of your team's AI readiness and a custom action plan.