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Q&A with our specialist in automation

Becca Lough

AI is moving fast—and so are the companies using it well.

At SOLVD, we work with business owners, delivery leaders, and operators who want to unlock the power of automation—but who also want to do it responsibly, effectively, and without the hype.

In a recent Q&A, our consulting manager Evan Connell shared a real-world look at where things stand today, what’s coming next, and how to adopt AI the right way—especially if you’re leading change inside your company.

Here’s what you need to know.

Yes, AI Can Configure Salesforce—But Don’t Let It Loose Just Yet

We’re already testing how AI can help configure systems like Salesforce. While it’s not yet ready to run wild, it’s more capable than you might think.

“Some of the coding agents... are quite surprisingly good at interpreting metadata and figuring out what needs to change.” - Evan Connell, Consulting Manager at SOLVD

AI can do things like:

  • Update metadata
  • Work with profiles and fields
  • Push/pull changes through APIs

But right now, it still needs close supervision. In other words, this is the testing phase—not full-scale deployment.

“You gotta sit there and babysit it. And I don't think it saves much time... yet.” - Evan Connell, Consulting Manager at SOLVD

Transparency Is Key to Ethical AI Use

One participant shared a story about a real estate AI assistant that closed a deal—without the customer realizing they were speaking to a bot. That opened the door to a much bigger conversation about ethics.

“Our recommendation is transparency. Just be transparent, be upfront.” - Evan Connell, Consulting Manager at SOLVD

If your team is using AI for anything customer-facing, you need to:

  • Tell users when they’re interacting with AI
  • Be clear about how data is used
  • Let customers opt in (or out)

Starting with trust is the only way to build long-term success with AI.

What Causes AI Projects to Go Off Track?

Even when the tech works, people problems can stall automation projects. Whether it’s lack of buy-in, internal politics, or cultural resistance—success depends on aligning teams around a shared vision.

“Just because the AI can automate something doesn't mean it's easy to get people on board with it.” - Evan Connell, Consulting Manager at SOLVD

Evan shared that failed or delayed projects usually trace back to a simple issue: leadership and team alignment.

That’s why SOLVD’s process doesn’t just focus on tools—it also includes strategy, training, policies, and change management.

How to Start: Bottom-Up and Top-Down Together

The most effective AI rollouts come from both directions:

  • Bottom-up: empower teams to experiment with approved tools
  • Top-down: assign someone to own the automation roadmap
“You want to check and make sure users have access to AI, policies are aligned, users have been trained, and you're seeing experimentation.” - Evan Connell, Consulting Manager at SOLVD

SOLVD even offers a checklist to help you see where gaps exist—and a subscription program if you need someone to lead from the outside.

Ready to Get Moving With AI?

If you’ve identified a gap in your AI rollout—or need a guide to help you move faster—we’re here to help.

📅 Schedule a discovery call to get support on strategy, setup, policy, and implementation.

👉Book your free consultation at SOLVD.cloud

Or join our next AI Adoption Accelerator Workshop—a one-day session designed to get your business ready with tools, training, and a clear automation roadmap.