Independent Salesforce, Agentforce, Slack + AI consultant
I help teams give Slack, Claude, ChatGPT and Agentforce safe write access to Salesforce, by matching each skill to the process and system requirements behind it.
SLACK · #SALES-OPS
“Add Dana Reyes from Northwind as a contact.”
The problem
An AI tool that can create records can also create duplicates, skip required fields and bypass the rules your team spent years building. Every write needs three answers before it happens.
The write runs as a real user, with their permissions, not a shared super-account.
Each skill is limited to one process, one object and the fields it should touch.
Validation, dedup and approvals run first, and every write leaves an audit trail.
How we work
01
Document how a contact, opportunity or case is created today, including the exceptions.
02
Turn each process into a narrow skill with defined inputs, fields and system requirements.
03
Permissions, validation, dedup and approval steps, enforced in Salesforce, not just in a prompt.
04
Roll out in Slack, Claude, ChatGPT or Agentforce, then review what was written and why.
Example skill map
A sample of how I define write skills. The real map is built around your objects, rules and approval paths.
| Process | Skill | System requirements | Channels |
|---|---|---|---|
| Create a contact | create_contact | Required account, dedup on email and domain, allowed fields only | Slack · Claude · ChatGPT |
| Create an opportunity | create_opportunity | Stage and amount validation, owner rules, approval above a set threshold | Slack · Claude · Agentforce |
| Advance a stage | advance_stage | Stage-gate fields required, no skipped stages, change history kept | Slack · Agentforce |
| Log an activity | log_activity | Linked to the right record, no overlap with call-capture tools | Claude · ChatGPT |
| Open a case | create_case | Entitlement check, routing rules, required customer context | Slack · Agentforce |
Services
Review how AI tools connect to your org today: auth, permissions, field-level exposure and risk. You get a prioritized fix list.
Ask about audits →Design and implement the skills for your core processes, with validation, dedup and approvals built into Salesforce.
Ask about builds →Launch the skills where your team works, with training, monitoring and a plan for adding new ones safely.
Ask about rollouts →About
[YOUR BIO: years in Salesforce and revenue operations, certifications, and the kinds of B2B SaaS teams you work with.]
Salesforce · Agentforce · Slack · Claude · ChatGPT · MCP
Book a 30-minute call. We will map one process and see which skills it needs.
Book a discovery call