AI that solves real business problems.
Strategic AI consulting across OpenAI, Claude AI, Einstein, and intelligent automation. We integrate AI platforms directly into your Salesforce environment, not as experiments, but as tools your team actually uses daily.
AI that ships, not just demos.
Salesforce AI consulting is the strategy and delivery work that puts AI models inside the Salesforce workflows your team already uses. LOVALTO connects OpenAI, Claude, and Einstein to your Salesforce data with guardrails, and builds AI workflows that run in production. It is for teams whose AI work has stalled at a proof of concept or sits outside Salesforce.
Most AI consulting ends with a proof of concept. If it can't survive contact with real users, we don't ship it.
The proof of concept never ships
A pilot shows the idea can work. Without production data, permissions, and a place in the daily workflow, it stays a demo.
Demo, not productionAI sits outside Salesforce
Answers live in a separate tool, so people copy results between tabs and the record never shows what the model found.
Outside the workflowManual data entry stays manual
Emails, documents, and meeting notes are still drafted, read, and rekeyed by hand, work AI-assisted workflows and agents can take on.
Hours spent rekeyingFrom document analysis to predictive scoring.
We identify the highest-value use cases and build solutions that stick: automated workflows connected to your Salesforce data, with guardrails.
The right model for the right job
Connect supported AI models and clients to Salesforce using the appropriate APIs or Salesforce-hosted MCP servers. We define the authenticated identity, allowed data, and permitted actions for each integration. Client support and product availability are checked before implementation.
Content & document intelligence
- Email drafting, proposal generation, and knowledge article creation
- Contract review, document classification, and data extraction
- Meeting summarization and compliance checking
Customer & sales intelligence
- Sentiment analysis, intent detection, and inquiry categorization
- Lead qualification, churn prediction, and upsell identification
- Personalized response generation and next best action
Long-context work that rewards careful reasoning
Where the task is dense documents, regulatory language, or a decision that has to be explained afterwards, we reach for Claude and design the workflow around the reasoning, not the prompt.
Compliance & contracts
- Automated compliance review, regulatory analysis, and audit preparation
- Contract summarization, clause extraction, and risk identification
- Obligation tracking and renewal management
Documentation & decision support
- Architecture documentation, technical specs, and API docs
- Multi-factor decision analysis and scenario evaluation
- Knowledge base generation with detailed reasoning
Build the judgment, not just the tool training
AI fluency your team keeps: identifying use cases, evaluating vendors, and driving adoption independently.
Training & workshops
- Hands-on Agentforce Builder, Agent Script, Prompt Builder, and evaluation workshops
- AI use case identification and governance frameworks
Ongoing enablement
- Readiness assessments, tool evaluation, and pilot program design
- Change management and leadership AI briefings
New from Dreamforce 2026.
Salesforce now brings its data, workflows, and governance to the AI tools people already use. For AI work on Salesforce, three announcements change where the model runs and where people use it.
Salesforce in Claude, Claude in Salesforce
Salesforce in Claude, a plugin with 37 prebuilt sales skills, is in beta. In the other direction, Claude powers the Atlas Reasoning Engine and is the default model for Agentforce Coworker, and Salesforce deploys it through Amazon Bedrock inside its trust boundary for regulated industries.
Slack as the front door to Salesforce
Slackforce Surfaces turn a Slackbot prompt into a live dashboard, report, or deck that stays connected to its data. Slackbot in Lightning Experience and Slack Code are available now; Slackbot in Channels is in early pilot.
Salesforce's own CRM reasoning model
Koa is built on NVIDIA Nemotron 3 Super and runs inside Salesforce infrastructure. It is in pilot in Agentforce, with general availability expected in winter 2026 in U.S. regions.
Permissions carry into every answer
AIforce requests run on your existing Salesforce permissions and business rules, so audit sharing and field access first. Read the full breakdown and admin checklist.
Where AI meets the rest of the platform.
If you want autonomous agents running in production channels, that is Agentforce. AI is only as good as the data under it, which is Data & Analytics. Reaching systems outside Salesforce is Integrations. How we keep people in the loop is covered in AI automation and agents. See all capabilities.
Put one AI workflow into production.
We orchestrate the right model for the right job, connected to your Salesforce data with guardrails and governance.