AI Use Case Discovery
AI in Salesforce isn't one-size-fits-all. The right use case depends on your industry, your workflows, and where your team spends the most time on manual, repetitive work. This advisor explores your specific situation and surfaces 2–3 AI opportunities — whether that's Einstein features you're not using, Agentforce agents, or custom solutions — ranked by impact and feasibility.
AI Use Case Discovery Advisor
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What This Advisor Covers
A structured exploration of where AI can create the most impact in your specific Salesforce environment.
Workflow Analysis
Identify where your team spends the most time on manual, repetitive tasks that AI could handle or accelerate.
AI Opportunity Mapping
Surface specific AI opportunities within your Salesforce environment — from Einstein features to Agentforce agents.
Technology Fit Assessment
Evaluate whether Einstein, Agentforce, or a custom AI solution is the right fit for each identified use case.
Feasibility & Prerequisite Check
Assess what data, integrations, or org changes are needed before each use case can be successfully deployed.
What You'll Walk Away With
Specific, prioritized AI opportunities — not generic recommendations.
2–3 specific AI use cases tailored to your business, workflows, and Salesforce setup
A sense of which opportunities are quick wins vs. longer-term strategic plays
Honest assessment of what's needed to get started — no sugarcoating
A starting point for building a realistic AI roadmap you can actually execute
Ready to turn these opportunities into a plan?
Schedule an AI roadmap session with Matt to take the use cases surfaced here and build a concrete, sequenced implementation plan with timelines, resource requirements, and expected ROI.
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