1/12
Which Salesforce products are you currently using? Select all that apply.
Sales Cloud Service Cloud Field Service Lightning Agentforce (currently active) Marketing Cloud Experience Cloud Certinia PSA Certinia FM Cloud Certinia CS Cloud Other Salesforce products We're evaluating Salesforce
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2/12
How would you rate your overall Salesforce data quality? Be honest — this directly impacts what's possible with AI agents.
1 - Significant data quality issues throughout 2 - Major issues in key areas 3 - Mixed - some objects clean, some not 4 - Generally clean with minor gaps 5 - High quality, well-maintained across all objects
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3/12
What is your current inbound support volume? Approximate monthly case volume across all channels.
Under 500 cases/month 500–2,000 cases/month 2,000–10,000 cases/month 10,000–50,000 cases/month Over 50,000 cases/month
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4/12
Do you operate a field service workforce? Field service operations are a primary use case for AI dispatch optimization.
Yes — over 500 field technicians Yes — 100–500 field technicians Yes — under 100 field technicians No — we don't have field technicians
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5/12
How would you describe your current knowledge management? Knowledge accessibility directly impacts AI agent resolution rates.
We have no centralized knowledge base Knowledge exists but is scattered across systems We have Salesforce Knowledge but usage is low We have a well-maintained knowledge base that teams use Excellent knowledge management across all sources
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6/12
Have you attempted AI or automation projects before? Prior experience shapes what's realistic for your first Agentforce deployment.
No - this would be our first AI/automation effort Yes - we tried chatbots but results were disappointing Yes - we have some automation but no AI agents yet Yes - we have AI deployed and want to expand it
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7/12
Where are you in the AI investment decision process? This helps us tailor the report to where you actually are.
Early exploration - building internal understanding Active budgeting - evaluating options and scope Funded initiative - approved and ready to proceed Existing project - looking for a new implementation partner
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8/12
What is your target timeline for AI agent deployment? Timeline influences which agents we recommend as starting points.
As soon as possible - urgency is high Within 6 months 6–12 months out Over 12 months - planning ahead No defined timeline yet
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9/12
What industry best describes your organization? We specialize in three verticals and tailor our report by industry.
Energy & Utilities Industrial Equipment & Field Service Professional Services Technology Other service industry
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10/12
How large is your organization? Size influences recommended deployment scope and agent sequencing.
Under 100 employees 100–500 employees 500–2,000 employees 2,000–10,000 employees Over 10,000 employees
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11/12
Who will be involved in this decision? Helps us address the right audience in your report.
I am the primary decision-maker I am evaluating for a C-level sponsor I am part of a cross-functional evaluation team I am doing early research before engaging leadership
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12/12
Last step — where should we send your report? Your AI Readiness Report will be emailed within 24 hours. We review every submission personally.
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