Sales Cloud
- Runs today
- Pipeline, accounts, opportunities, forecasting, and the workflows that keep revenue moving.
- Agentic path
- Expose trusted revenue context and governed actions to sellers and agents wherever they work.
Salesforce platform depth
Keep today’s org working while you build what comes next.
Your Salesforce products keep revenue, service, finance, and customer operations running. We support them while helping you plan the upgrade to Headless 360, so your people and agents can do more with Salesforce.
One Salesforce estateRun today. Prepare what comes next.
Business running today
SalesServiceRevenueDataPortalsSlack
Trusted system of recordIdentity · permissions · rules · historyAgents and new surfaces
ClaudeAgentforceOpenAICustom apps
Keep today’s Salesforce org running while you upgrade workflows to Headless 360.
What this means
SOLVD.cloud supports Salesforce across sales, service, revenue, financial services, data, marketing, portals, integrations, Agentforce, and the core platform. One embedded subscription can cover ongoing support and the upgrade to Headless 360, keeping today’s operations dependable while you put more of Salesforce to work for your people and agents.
Certified depth across the products your teams depend on.
Service Cloud + Voice
- Runs today
- Cases, routing, knowledge, channels, contact-center operations, and service performance.
- Agentic path
- Move routine resolution, summaries, updates, and orchestration into agent-supported service workflows.
Revenue Cloud, CPQ + Billing
- Runs today
- Products, pricing, quoting, approvals, contracts, renewals, orders, and billing logic.
- Agentic path
- Preserve deterministic commercial rules while agents prepare decisions and carry repeatable work.
Financial Services Cloud
- Runs today
- Households, clients, financial accounts, service processes, compliance-sensitive data, and advisor workflows.
- Agentic path
- Give advisors and agents governed context without weakening the controls around sensitive client work.
Data 360
- Runs today
- Customer identity, unified profiles, calculated insights, segmentation, activation, and trusted context.
- Agentic path
- Make governed customer context available to agents through Data 360 APIs, Skills, and MCP capabilities.
Marketing Cloud + Account Engagement
- Runs today
- Campaigns, journeys, lead nurture, audience activation, handoffs, and marketing performance.
- Agentic path
- Connect agent reasoning to governed audience, content, and customer-journey decisions.
Experience Cloud + Portals
- Runs today
- Customer, partner, and employee experiences built on Salesforce identity, data, and workflows.
- Agentic path
- Keep the trusted back end while introducing faster headless, embedded, or custom interfaces where useful.
MuleSoft + Integrations
- Runs today
- Reliable data movement and orchestration across Salesforce, finance, product, service, and outside systems.
- Agentic path
- Turn cross-system capabilities into governed actions that agents can invoke without rebuilding every integration.
Agentforce + Headless 360
- Runs today
- Agent building, testing, governance, reusable Skills, MCP access, and experiences beyond the Salesforce UI.
- Agentic path
- Deploy agents against real business work with inherited permissions, traceability, and human oversight.
Salesforce Platform
- Runs today
- Flow, Apex, Lightning, OmniStudio, custom applications, AppExchange products, security, and platform architecture.
- Agentic path
- Retain the business logic worth keeping, make it reusable across surfaces, and retire technical debt deliberately.
Give every capability a deliberate future state.
Build on the Salesforce investment you’ve already made. Keep the products and business rules your team relies on, give agents safe access to them, and upgrade workflows to Headless 360 where they can improve the way your business runs.
| Decision | Use it when | What the work produces |
|---|---|---|
| Maintain | The current product and interface still serve the team well | Reliable operations, cleaner data, current documentation, and a smaller support backlog |
| Expose headlessly | The capability is valuable but people should reach it from Claude, Slack, Agentforce, or another surface | Governed access through existing identity, permissions, workflows, and business rules |
| Upgrade deliberately | A workflow needs better data, integrations, or controls before it can run through Headless 360 | A planned upgrade to Headless 360, with testing and training before go-live and Salesforce remaining the system of record |
Support your org and upgrade it with one subscription.
The same embedded team can maintain the Salesforce environment, work the backlog, support users, improve documentation, prepare data and governance for agents, and build the next workflow. You do not need one firm protecting the legacy system and another learning the business from scratch to modernize it.
- Ongoing administration, platform health, troubleshooting, and release support.
- Architecture, development, integration, data, and specialist delivery when deeper work is required.
- Headless 360, Agentforce, Claudeforce, and frontier-agent readiness and implementation.
- A shared backlog and retained project context across support, projects, and transformation work.
“They have invested time in understanding our business need and provide suggestions accordingly.”
Questions people actually ask
Do we need to replace our existing Salesforce products to use Headless 360?
No. Headless 360 makes trusted Salesforce capabilities available beyond the traditional UI. Existing clouds, data, permissions, workflows, and business rules can continue operating while selected work moves into Claude, Slack, Agentforce, custom applications, or other agent surfaces.
Explore the Headless 360 approachCan the same subscription cover support and new implementation work?
Yes. The embedded team can maintain current operations and carry prioritized projects from the same backlog. Specialist capacity expands around the work when architecture, Revenue Cloud, integration, data, Agentforce, or other deeper skills are required.
See our managed-services modelHow do we decide what to upgrade to Headless 360 first?
We start with a workflow that can deliver a clear business benefit, then check the data, integrations, permissions, and training it needs. The upgrade builds on your Salesforce products and business rules while keeping current operations running.
Can you support Salesforce while we introduce Claude or another frontier AI platform?
Yes. Salesforce plus Claude is our deepest pairing, and we also work with Agentforce, OpenAI, and other frontier-agent stacks. We prepare the Salesforce trust layer, define safe access, and design human oversight around the workflow.
Read the Claudeforce field noteThe next move