01
Assess org
Scan objects, flows, permissions, knowledge, and integration posture.
Salesforce partners, productized
Build Agentforce delivery packages before the first workshop ends.
PartnerMCP turns messy Salesforce org evidence into reusable playbooks, governed agent flows, permission plans, risk registers, and customer-ready handoff documents.
Live delivery trace
B2B SaaS Co. demo intake
1
Diagnose
Lead routing, duplicates, permission gaps
2
Recommend
Website demo request to lead
3
Design
Webhook, dedupe, field mapping, assignment
4
Govern
Risk register and permission delta
5
Deliver
Customer PDF, test plan, appendix
20
Implementation playbooks seeded for partner delivery
3
Mock customer orgs with evidence-backed findings
0
Real org writes in the MVP demo path
Common Agentforce flow
A repeatable path from org evidence to governed agent action.
The flow is built for partners who need to show customers exactly what will be configured, what could block it, and what evidence supports the recommendation.
02
Ground data
Identify the records, articles, and policy sources the agent can trust.
03
Design action
Map the agent action, trigger, handoff, and audit trail before build.
04
Govern risk
Surface permission deltas, data gaps, and human approval points.
05
Package delivery
Produce the customer-ready flow, checklist, test plan, and appendix.
Custom build engine
Build once, replay across customers.
PartnerMCP packages the consulting motion: questions, node graph, permission planner, risk rules, test cases, and customer-facing export.
Website demo request to lead
Evidence-backed setup, review checkpoints, and delivery artifacts ready for partner reuse.
Case triage Agentforce starter
Evidence-backed setup, review checkpoints, and delivery artifacts ready for partner reuse.
Org cleanup before Agentforce
Evidence-backed setup, review checkpoints, and delivery artifacts ready for partner reuse.
Knowledge grounding readiness
Evidence-backed setup, review checkpoints, and delivery artifacts ready for partner reuse.
Delivery artifact
Every recommendation leaves a trail.
Customer-ready executive summary and scope
Implementation trace flow for technical review
Permission appendix and risk remediation plan
Sandbox test plan and signoff checklist
PartnerMCP