Tristella Advisors

Salesforce & Agentforce

Salesforce architecture and Agentforce implementation from a 15x-certified Application Architect — built right the first time.

Salesforce is in the middle of the fastest platform shift in its 25-year history, and most orgs aren't ready for it. Agentforce isn't a feature you turn on — it's an architecture decision, and a poorly governed org will make every problem it already had worse once agents are acting inside it.

The platform is moving faster than most teams can keep up. IDC projects the Salesforce economy, powered by AI, will generate $2.02 trillion in net new business revenue and 11.6 million net new jobs between 2022 and 2028. Agentforce itself is now the fastest-scaling AI product line in Salesforce's history — ARR hit $1.2 billion in Q1 of fiscal year 2027, up 205% year-over-year.

Sources: IDC, via Salesforce Newsroom ↗ · Salesforce Ben, Q1 FY27 results ↗

What Our Salesforce & Agentforce Practice Covers

  • Org architecture and re-architecture: data model, security model, automation, and technical debt cleanup.
  • Agentforce implementation: scoped agents, guardrails, and the AI-agent governance layer most implementations skip.
  • Salesforce Health Cloud builds for healthcare and life sciences organizations, including HIPAA-aware configuration — see our Healthcare IT practice.
  • Nonprofit Cloud / NPSP buildouts for mission-driven organizations.
  • Org audits and health checks — an honest, written assessment of what's actually wrong before you spend money fixing the wrong thing.

Why Tristella

This practice is led by Velma McConnell, a 15x-certified Salesforce Application Architect with direct Health Cloud implementation experience on state and federal government programs. She runs an independent Salesforce practice and is an active voice on Salesforce and AI-agent security and governance — which means Agentforce work here comes with the governance layer most implementers treat as an afterthought.

How Engagements Work

EngagementWhat's IncludedFee
Salesforce Org AuditDeep audit of architecture, data quality, tech debt, security, and Agentforce readiness (2–3 weeks)$4,500–$8,000
Salesforce Health CheckExpress 1-week org review with written findings and priority actions$4,500–$7,500
Salesforce & Agentforce Retainer20–60 hrs/month: org health, releases, Agentforce deployment, user training$8,000–$14,000/mo
Agentforce ImplementationConfigured AI agents, automations, user training, documentation (6–12 weeks)$35,000–$80,000
Salesforce Org Build / Re-architectureClean org design, data model, integrations, automation, security review (8–16 weeks)$40,000–$120,000

All project fees require a signed Statement of Work. Nonprofits and mission-driven organizations receive a 10–15% discount on all engagements.

Not sure whether you need an audit or a full rebuild? Start with the health check — it's built to tell you which one you actually need.