RootLogic Consulting


Salesforce Consulting Partner
Salesforce Accredited Partner - Agentforce
Official Salesforce Partner Program Member

Your Agentforce agents
are only as good as
the data underneath.

RootLogic delivers Salesforce Agentforce implementations grounded in clean data, rigorous PMO discipline, and AI-powered project intelligence — from manufacturing to financial services.

64.37%Vals AI Finance Benchmark
24AI agents on Doris's team
40+ISO standards monitored
100%Audit-logged AI decisions

Salesforce delivery
done with discipline.

We specialize in the implementations that require real PMO rigor — large data migrations, Agentforce readiness, and platform transformations that others struggle to scope correctly.

01

Data Health Assessment & Agentforce Readiness

A scored, evidence-based assessment of your Salesforce org's data quality, permission model, and integration health — before you commit to an Agentforce deployment.

Investment scoped to your org — book a call to find out.

Scored 0–1004-week engagementRemediation roadmap
02

Salesforce Implementation and Migration

Sales Cloud, Service Cloud, Health Cloud, Financial Services Cloud, and Manufacturing Cloud. Full lifecycle delivery from discovery through hypercare.

All Salesforce cloudsData migrationChange management
03

AI Agent Deployment

Doris-powered PMO intelligence, specialist agents for financial services and healthcare operations. HIPAA, SEC, and FINRA compliance frameworks built in. Governed, audited, and built on Anthropic's enterprise platform.

24-agent teamSupervised autonomyFull audit trail
04

Data Quality Remediation

Before Agentforce can work, your data must be clean. We run the Admin agent's full deduplication, field mapping, and quality scoring process before any AI deployment.

DeduplicationField mappingQuality score
05

Managed Security Intelligence & PMO Services

Ongoing project intelligence for your Salesforce practice. Doris monitors every active engagement, flags risks, and surfaces insights — so nothing slips through.

Starting at $2,500/month  ·  No long-term contract

Monthly retainerReal-time alertsEngagementIntelligence
06

Constitutional AI Governance & Compliance

Our Quality agent carries 40+ ISO standards including HIPAA, SOC2, and FINRA compliance frameworks. across 12 industry sectors. We deliver gap assessments for ISO 9001, IATF 16949, AS9100, ISO 13485, and more — with Salesforce cloud relevance mapping.

ISO gap assessmentsHealthcareManufacturing

The Agentforce
Readiness Assessment

Every RootLogic engagement begins here. We cannot honestly recommend an Agentforce deployment without knowing what is actually in your org.

1

Org discovery

The Architect agent runs a complete scan — objects, fields, automations, integrations, permission sets, data quality scores, and API health. You receive a full inventory of what is actually in your org.

2

Readiness scoring

A scored assessment from 0 to 100 across four dimensions: data quality, automation complexity, integration health, and permission model maturity. Below 65 — we recommend a remediation phase first.

3

Remediation roadmap

A prioritized plan for addressing the gaps that would cause an Agentforce deployment to struggle. Sequenced by impact and effort, with time and cost estimates per item.

4

Deployment SOW

A scoped Statement of Work — three versions (Internal, Client, Team) — built from the actual assessment findings, not from assumptions. No surprises in week six.

@Doris what is the status of the Meridian Health deployment?

Project RL-2026-0041 — Meridian Health Cloud
Status: ⚠ AMBER — schedule variance detected

SPI: 0.87 | CPI: 0.94
Days to go-live: 34 | Open risks: 3

Root cause: UAT started 6 days late due to data
quality remediation extending into week 3.

Recommendation: Initiate Back-to-Green plan.
Architect agent has identified 2 scope items
that can be deferred to Phase 2 to recover
4.5 days on the critical path.

@Doris

Your AI project agent
knows before you ask.

Doris orchestrates a 24-agent team across every RootLogic engagement. She monitors status, flags risks, coordinates specialists, and learns from every project — becoming more valuable with every engagement.

Every Doris interaction is logged, audited, and governable. Our CEO's approvals are required for SOWs, production deployments, and financial commitments. No AI goes rogue here.

Org DiscoveryRequirementsDelivery Data QualityIdentity & AccessIntelligence Quality AuditsAI EngineeringFinancial Services Healthcare OpsSecurity+4 more

Agent identities disclosed during engagement scoping. Ask about the Mythos layer →

RootLogic PMO Hub

Our own AI-powered project management platform. Built for Salesforce consulting firms. Available at rootlogic.app.

Launch PMO Hub → View pricing
Real-time project health dashboard
Doris AI orchestration across all projects
Salesforce + HubSpot + M365 integrations
ISO-grounded quality gates
SOW generation in three versions
Full audit trail on every AI decision
Client portal with role-based access
AppExchange listing (Phase 3)

Start with the assessment.
Decide from evidence.

A readiness assessment before any Agentforce commitment. You will know exactly where you stand and what it will take — before you sign anything.