Salesforce Services 

Gruve provides a range of services across the Salesforce ecosystem, designed to meet your specific needs at each stage of your journey. We focus on business outcomes—aligning our work to your goals and delivering measurable impact. Our engagement model is built for long-term partnerships, where we collaborate closely and invest in shared success.

AI Solutions for Salesforce

AI is in our DNA here at Gruve, so our focus is on helping our customers thrive within the fast changing landscape of enterprise AI. We believe that Agentforce + Data Cloud, combined with the relevant product and industry cloud solutions, can unlock truly impactful innovation. 

Agentforce & Data Cloud Pilots

Agentforce & Data Cloud Pilots

 

Gruve offers starter packages that quickly take agents from concept to production. We help identify high-value use cases, build a pilot, and launch a closed beta. Once proven, we support full rollout with stakeholder buy-in.

Our methodology maps business processes to agent structure and instructions, improving accuracy and reliability. We follow Salesforce recommended best practices when designing and troubleshooting agents, helping rectify errant behavior.

Agentic Security 

Agentic Security 

 

Gruve has an entire practice dedicated to cybersecurity, so we take risk vectors which AI introduces for the enterprise very seriously. Salesforce provides substantial layers of trust and control, removing a big hurdle to agentic adoption. However, certain aspects of security are still the responsibility of the operations team. Gruve provides standardized processes and tooling to embed security standards in the implementation, then validate them for any vulnerabilities.

Einstein Platform 

Einstein Platform 

 

Our team of experts can help advise and implement the following capabilities.

 

  • Zero Copy Data Warehouse Integrations
  • Custom Prompts
  • Custom LLM Integration

Agentic Operations

Agentic Operations

 

Gruve brings deep RevOps and DevOps expertise to Agentforce, guiding strategy and implementing best practices for change and release management. We integrate agents into version control and CI/CD pipelines like GitHub, Bitbucket, GitLab, and Salesforce DevOps Center.

Post-deployment, we help establish monitoring, auditing, and governance systems to ensure performance, security, and compliance.

RAG 2.0 

RAG 2.0 

 

Agents are only useful if they understand your business. That’s why augmenting LLMs with domain knowledge is essential. Salesforce is expanding Agentforce with advanced RAG capabilities, and Gruve helps businesses stay ahead by enabling real-world, effective solutions.

We connect agents to key data—manuals, purchase history, ERP info—for smarter performance, and we’re ready to support upcoming Salesforce RAG features like Advanced Retrieval Models, Ensemble Retrievers, and Dynamic Pre-filtering.

Development & Packaging 

Development & Packaging 

 

Gruve can get your Agentforce agent from idea to the AgentExchange. Our experts have been involved in the publishing of some of the leading managed packages on the AppExchange. They will be there with you every step of the way.

 

  • Managed Agent Implementation
  • ISV Packaging
  • Security Review Process
  • Listing Creation & Publishing
  • Agent Templates
Salesforce Data Integrations

The Gruve technical leadership team is comprised of data engineers with decades of experience implementing large scale data integration and pipeline projects for some of the leading global automotive firms.

Our track record is designing preferred system architectures which ensure versatility and robust performance, while always maintaining top security and cost control measures.

01

ETL

We have integrated millions of data points across Salesforce to data warehouses, using leading ETL solutions such as Informatica Cloud. 

02

Data Management

Our team of experts can help make sense of your disparate data, normalizing usage, designing data pipelines and help drive revenue generating initiatives. 

03

Security

Meeting the stringent domestic data residency requirements requires know-how and experience. Gruve has experience handling personal data and can design systems to comply with privacy regulations.

Salesforce Product Solutions

Automotive Cloud Warranty Claims Management Agent

  • Agent which handles claim submissions for OEMs by dealer and service partners.
  • Complete claim information is solicited and stored, including claim items, coverage and payment details.
  • Ensures a claim adheres to coverage policies.
  • Agent adjudicates claims based on criteria rules and past adjudication data.
  • Agent answers questions, provides claim status and explains claim rejection.
  • Case creation to pass on to a human when an agent is not able to handle requests.

Automotive Cloud Warranty Claims Management Agent

  • Agent which allows internal OEM users, dealership partners and end customers to schedule test drive appointments.
  • Handles vehicle, location and service rep selection based on availability.
  • Ensures prompt responses which get the driver in the door and the vehicle sold.
  • Improves CX and customer satisfaction.

Automotive Cloud Captive Finance Analyst Solution

  • Agent provides instant summarization of financial profiles, displaying account tenure, outstanding balances, payment status, and missed payments across all household assets.
  • Assist finance reps in finding relevant financial products, by recommending upgrades, refinancing, or service bundles based on customer history, usage, and eligibility.
  • Quick-access answers to common payment questions.
  • Data Cloud data kits to integrated with Snowflake as a data store with financial data.

Campaign Management Agent 

  • Marketing team creates campaigns using natural language prompts.
  • Uses past campaigns and information from the web to optimize campaign attributes.
  • Intelligent inclusion of campaign members to drive ROI.

Customer Journey Agent

  • Monitors and coordinates the entire customer journey, from sign to renewal.
  • Ensures account health is always being  monitored and the power of AI is applied to extrapolating sentiment, signals and opportunities.
  • Relevant internal and external stake holders are included in the conversation, facilitating timely conversations.
  • Enhances customer journeys, driving product usage and revenue.
  • Flags churn risks, improving renewal rate.

Trusli for Salesforce  

  • AI-driven contract review capabilities integrated into Salesforce for instant reconciliation of MSAs, NDAs, and DPAs.
  • Redline contracts with powerful AI while defining organization-specific legal clauses once.
  • Empower sales reps to self-sufficiently reconcile and finalize contracts with a single click, reducing reliance on legal or infosec.
Salesforce Advisory Services

Unlock the Full Potential of Your Salesforce Investment

01

Strategic Alignment for AI and CX 

We help align your AI and data-driven customer experience strategies with core business objectives for maximum impact. 

02

Salesforce Licensing Optimization

Our comprehensive licensing review ensures you get the most value from your Salesforce investment while minimizing unnecessary costs.

03

Architecture Assessment 

We evaluate your current system architecture to identify opportunities for improved scalability, security, and AI readiness.

04

Innovation Roadmap Review

By aligning your Salesforce roadmap with industry best practices, we ensure a smooth transition to new innovations.

05

Org Check & Best Practices

We analyze your Salesforce environment to uncover inefficiencies and recommend best practices that enhance performance, compliance, and user adoption.

Salesforce Professional Services

Expert Execution for Scalable, Secure, and Intelligent Salesforce Solutions 

1 End-to-End Salesforce Implementation

We design, implement, and optimize Salesforce solutions tailored to your industry, maximizing value through AI automation and data-driven insights.

2 Workflow Automation & Efficiency

Streamline operations using AI and Salesforce Flow to improve internal processes and customer engagement.

3 System Integration & ETL Services 

Seamless system integration, enabling real-time data exchange across Data Cloud, AI-driven analytics, and third-party platforms.

4 Custom Development & Lightning Migration

Build scalable solutions with Apex and LWC, and modernize legacy systems through seamless Lightning migration.

5 Org Restructuring 

Support complex org splits, merges, and migrations to align Salesforce with evolving business structures.

6 Analytics & BI Enablement

Empower decision-making with Tableau dashboards and AI-driven insights, tailored to industries like automotive and financial services.

7 Future-Proof Solutions Across Salesforce Clouds

Deliver scalable, intelligent solutions that enhance CX and operational performance across the full Salesforce ecosystem.

Salesforce Security

Safeguarding Your Salesforce Environment with Enterprise-Grade Protection

01

Comprehensive Salesforce Security Strategy

We deliver end-to-end protection for sensitive customer and financial data through secure, compliant, and resilient Salesforce environments. 

02

SAML/SSO Configuration

Simplify access management and enhance authentication security with single sign-on across systems.

03

Security Design & Role-Based Access Control

Implement robust configurations to ensure data protection, compliance, and proper access governance. 

04

Access Audits & Risk Mitigation

Identify vulnerabilities, misconfigurations, and excessive permissions to reduce risk and ensure industry compliance.

05

Security Hardening & Data Protection

Tighten sharing rules, encryption, and security settings to defend against unauthorized access and cyber threats.

06

AI Trust Layer Compliance

Ensure secure, compliant AI experiences within Agentforce and Data Cloud using

Salesforce Managed Services

Proactive Support & Continuous Optimization for Your Salesforce Ecosystem

01

Ongoing Salesforce Administration

We manage users, security settings, and system configurations to ensure smooth, day-to-day Salesforce operations.

02

Responsive Ticketing & User Support

Resolve issues quickly with dedicated support for troubleshooting, user guidance, and minimizing downtime. 

03

Proactive Organization Maintenance

Maintain performance and security through regular health checks, data hygiene, and system optimization. 

04

Release Management & Feature Adoption

Stay ahead of Salesforce updates with expert testing, integration, and enablement of new features and security enhancements.

05

AI & Industry-Focused Managed Services

Leverage deep expertise in AI, Data Cloud, and vertical-specific solutions to drive long-term growth and customer success. 

Salesforce Package Development

Scalable, Secure, and Market-Ready Salesforce Solutions

01

End-to-End Package Development 

Design, build, and deploy scalable, secure, and high-performance Salesforce apps aligned with business goals and platform best practices.

02

Agent Packaging & Distribution

Package AI agents and distribute them via AgentExchange for broader reach and adoption. 

03

1GP & 2GP Packaging Support 

Support both First- and Second-Generation Packaging for ISVs and enterprises, tailored to custom apps, industry solutions, or AI extensions.

04

AppExchange Listing & Security Review 

Guide clients through AppExchange listing and Salesforce’s security review to ensure compliance, performance, and faster approval.

05

Ongoing Maintenance & Upgrades 

Provide continuous support to keep packages current with Salesforce updates, security patches, and new features. 

Learn more about our capabilities

Our Capabilities arrow icon

Success Stories

Enhancing Customer Data Accuracy and Digital Engagement for an Automotive Leader 

We helped the client to achieve the highest operational stability among all corporate Salesforce implementations, improved data accuracy, and enhanced customer engagement through better UI/UX, surveys, and consent management. A scalable CRM architecture was built for global markets.

Retail Customer Experience Platform Rollout for a Leading Global Automotive Firm 

The client successfully implemented the Retail Customer Experience Platform (RCXP) while aligning with regional requirements, achieving real-time sales visibility and strengthened brand messaging. The scalable retail business transformation included NAFF (Kakao) integration and historical data migration from DMS to Salesforce.

Modernizing Sales & Marketing Across Global Entities for a Leading Global Automotive Firm – Italian Subsidiary 

The client successfully modernized its sales and marketing operations by transitioning from Siebel to Salesforce, creating a scalable foundation for a Europe-wide CRM rollout. Key achievements included seamless integration with Informatica Cloud, enhanced data validation, and the introduction of Marketing Cloud for improved customer engagement and automation.

Driving Customer Experience Transformation with Salesforce for a Leading Global Automotive Firm 

We helped the client to unify its customer management systems into Salesforce, aligning with global processes while achieving significant IT cost savings and operational efficiency. The transformation included Sales Cloud, Marketing Cloud, and Service Cloud implementations, along with LMS/DMS integrations, to enhance customer engagement and support.

Our Certifications

Salesforce Certified Professionals

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Architect

28

  • Application Architect
  • System Architect
  • Heroku Architecture Designer
  • Data Architecture & Management Designer
  • Development Life Cycle & Deployment Designer
  • Sharing and Visibility Designer
  • Identity and Access Management Designer
  • Integration Architecture Designer
Consultant

75

  • Sales Cloud Consultant
  • Service Cloud Consultant
  • AI Specialist Consultant
  • AI Associate Consultant
  • Data Cloud Consultant
  • CPQ Specialist
  • Field Service Lightning Consultant
  • Einstein Analytics and Discovery Consultant
  • Experience Cloud Consultant
Marketer

20

  • Marketing Cloud Consultant
  • Marketing Cloud Admin
  • Marketing Cloud Email Specialist
  • Marketing Cloud Developer
  • Pardot Consultant
  • Pardot Specialist
Administrator

31

  • Administrator
  • Platform App Builder
  • Advanced Administrator
Developer

22

  • Platform Developer
  • Tableau Desktop Specialist
  • MuleSoft Developer


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