Agent configuration readiness
Review the versions, actions, backing code and identities behind a Salesforce agent before moving or extending it.
Discuss this engagementDefine the work.
One agent and selected actions, after confirming that the required metadata and APIs are available.
What I investigate
- Agent versions, topics, actions and environment differences
- The code and processes behind selected actions
- Agent-user permissions, licences and builder access
- Expected and prohibited actions in representative scenarios
What you take away
- Configuration and access matrix
- Deployment-gap register
- Selected action-test plan
- Recommendations for further evaluation
The selected configuration and access requirements are demonstrated, with unresolved behavioural evaluation needs identified.
Scope notes
This is configuration and access readiness. It does not establish answer quality, resistance to adversarial prompts or complete AI governance.
The proposal confirms access, deliverables, fees, timing and change-control arrangements before work begins.
Where this can lead.
Access & exposure review
Who can do what—and is that what the business intended?
Explore the engagement Release & changeRelease assurance
Will this release behave the way we expect?
Explore the engagement Protect & prepareSandbox & UAT readiness
Is this environment ready for meaningful testing?
Explore the engagementBring the problem.
We’ll define the next step.
A release that feels uncertain. A journey that keeps breaking. An org nobody fully understands.