A starter program is a first piece of work with a set length, a set scope and a set result.
Salesforce Select Partner · Two Agentforce agents live · Free 60-minute review
Fixed-scope starter programs with a known length and a clear result.
Start with a free 60-minute architecture review, one of four Agentforce programs, or 20 free hours if you are a nonprofit. Everything else is scoped in a written proposal before work starts.
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New to A fixed-scope starter program?
What is A fixed-scope starter program?
Our Agentforce programs run 3, 5, 7 or 14 days, from a readiness check to a live agent.
For other clouds, the scope is fixed in a written proposal before anything starts.
Where to start
Which starter program fits you?
Three common first steps. If none fits, the free review finds the right one.
- Free 60-minute review
Talk to an architect
One hour on your setup, and a written plan afterwards.
Best when you know there is work to do but not where to begin.
- Agentforce Readiness
Check before you build
Three days on your data, knowledge, permissions and licenses.
Best when Agentforce is on the agenda and nobody has checked the org.
- 20 free hours
Nonprofit Cloud help
Architect time to read your org and leave a plan.
Best for nonprofits on, or moving to, Nonprofit Cloud.
The programs
What fixed-scope Salesforce programs do you offer?
Every program we run today, grouped by what it is for.
starter-programs/
free/
60-minute architecture review
An architect on your setup, with a written plan.
20 Nonprofit Cloud hours
Free architect time for any nonprofit.
agentforce/
Readiness, 3 days
Data, permissions and licenses checked.
Roadmap, 5 days
Use cases ranked and the first one planned.
Agent Pilot, 7 days
One working agent in your sandbox.
Launch Program, 14 days
That agent live to a first group of users.
next/
Technology Blueprint
A one-time systems review and a 90-day roadmap.
Fixed-scope project
Scope, milestones and price in a written proposal.
Monthly plan
Ongoing delivery on one of the plans on our pricing page.
Agentforce programs
How do the four Agentforce programs compare?
Each one ends with a result you can act on, and leads into the next if you want it to.
Readiness
- Length
- 3 days
- What you get
- A fix list ranked by effort
- Best when
- Nobody has checked the org yet
- Includes
- Edition and license fit
Roadmap
- Length
- 5 days
- What you get
- A ranked use case shortlist and build plan
- Best when
- Several ideas, none ranked yet
- Includes
- Guardrails and success measures
Agent Pilot
- Length
- 7 days
- What you get
- One working agent in your sandbox
- Best when
- You want to see it work first
- Includes
- Tests against real requests
Launch Program
- Length
- 14 days
- What you get
- That agent live to a first group of users
- Best when
- The pilot passed go or no-go
- Includes
- Monitoring, rollback and hypercare
See the Agentforce consulting page for the full contents of each program.
By situation
Where should we start with Salesforce?
Find your situation. Where there is no packaged program, the scope is fixed in a written proposal.
| Your situation | Where to start | Length | What usually follows |
|---|---|---|---|
| Agentforce is on the agenda, the org is unchecked | Agentforce Readiness | 3 days | Roadmap or the fix list |
| Several agent ideas, no ranking | Agentforce Roadmap | 5 days | Agent Pilot |
| You want to see one agent work on your data | Agent Pilot | 7 days | Launch Program |
| A pilot agent ready for real users | Launch Program | 14 days | A monthly plan for run and tuning |
| A nonprofit on, or moving to, Nonprofit Cloud | 20 free hours | 20 hours | A written plan your board can read |
| Sales, Service or another cloud | Free 60-minute review | Set in the proposal | A fixed-scope project or monthly plan |
| Problems everywhere, no clear start | Technology Blueprint | One-time | A prioritized 90-day roadmap |
What you keep
What do you bring, and what do you keep?
Each program asks for a little of your time and leaves something your team can use.
You bring: Your goals and an hour
We do: Review your setup with an architect
You keep: A written plan
You bring: Use case ideas and org access
We do: Check data, knowledge, permissions and licenses
You keep: A fix list ranked by effort
You bring: Your ideas and the people who own them
We do: Rank use cases and plan the first one
You keep: A build and rollout plan
You bring: A sandbox and real requests
We do: Build and test one agent
You keep: A working agent and a go or no-go read-out
You bring: A first group of users
We do: Take the agent live with guardrails
You keep: A live agent with monitoring and rollback
How it runs
How does a starter program run?
From a free conversation to a defined piece of work. Nothing starts without a written proposal.
- 01Free review
Sixty minutes with an architect on your setup and goals.
- 02Written proposal
Scope, length, result and price agreed in writing.
- 03Program
The work runs to the agreed length.
- 04Read-out
Results, decisions and the recommended next step.
- 05Your choice
Stop there, start a project, or move to a monthly plan.
Cost and timing
What it costs and how long it takes
The review is free
A 60-minute architecture review of your Salesforce setup, with a written plan you keep.
A fixed-scope proposal first
Before any work starts you get a written proposal: a fixed-scope project with milestones, or a monthly plan. You approve it, or you do not.
Timing follows scope
How long it takes depends on what is in scope. The proposal states the milestones, so you see the timeline before you commit.
Client stories
Client work we have delivered
Real engagements, described by industry. Each story covers the starting position, what we built and how we delivered it, end to end.
Real Estate & PropertyReliable Lead Capture and Lot Availability for a Residential DeveloperSales Cloud for an Australian residential developer: opportunity-to-lot status automation, lead routing by estate, Facebook Lead Ads and Mapovis integration, and Einstein Activity Capture with Microsoft email.Sales Cloud · Salesforce Platform · Flow · Einstein Activity CaptureRead the story
Real Estate & PropertyOne CRM Across Every Location for a Flexible Workspace OperatorSales Cloud for a US coworking operator: QuickStart, lead and contact ownership, location and general manager dashboards, tour reporting, and an AI chatbot to Salesforce integration design.Sales Cloud · Salesforce Platform · Flow · Apex RESTRead the story
Commercial & Business ServicesEvery Quote Request Tracked and Auditable for a B2B DistributorService Cloud Email-to-Case for a US B2B distributor: a quoting queue, contact and account matching, one-time auto-replies, and a guided Send Quote action with PDF validation and email logging.Service Cloud · Email-to-Case · Flow · Salesforce PlatformRead the story Client reviews
What clients say about working with our architects
See how teams describe working with SynconAI, from first scope to production delivery.
Salesforce Select Partner30+ Salesforce certificationsDelivery from Delaware & Sydney, worldwide
Simply Outstanding
“SynconAI Consulting are Simply the Best in the Business When it comes to Salesforce implementation and AI-powered solutions, SynconAI are in a league of their own. Their expertise, dedication, and ability to deliver results that truly move the needle sets them apart from every other consulting partner we've worked with. What they achieved with our Sales Cloud, Service Cloud, and custom Agentforce agent has completely transformed how we operate streamlining our pipelines and our customer service, and automating tasks that used to consume hours of our team's time. They don't just implement technology they transform businesses. If you want the best, you work with their team.”
“I had a very urgent deadline for our project reporting to be delivered and needed to build the module, dashboard and output reports in Salesforce. SynconAI were very responsive - they met with me online, responded to my emails quickly and took calls - whatever was needed to progress the work quickly. We are thrilled with the outcome and will continue to work with SynconAI in the future to continue to build our Salesforce capability and platform.”
“The team at SynconAI were fantastic, and promptly delivered on each project. They were able to guide us through every stage and made sure we were satisfied with the outcomes on multiple scopes of work.”
“They have been great and helping us transform out business by bringing what I conceptualize to life. Great at translating process/workflow needs into a solution. Been a pleasure work with and they're a critical part of our team and will be instrumental into bringing about my vision.”
“Working with SynconAI was a seamless and highly professional experience from start to finish. They took the time to deeply understand our business processes before designing and implementing a Salesforce solution tailored specifically to our operational needs. The team demonstrated strong technical expertise across Salesforce configuration, automation, integrations, reporting, and user experience design.”
Frequently asked questions
Starter programs, answered.
Straight answers about lengths, what is free, other clouds and what happens afterwards.
Defined first pieces of work with a set length and result: a free 60-minute architecture review, four Agentforce programs, 20 free hours for nonprofits and a one-time Technology Blueprint.
Readiness is 3 days, Roadmap 5 days, Agent Pilot 7 days and Launch Program 14 days. You can take one on its own or run them in sequence.
The 60-minute architecture review with a written plan, for anyone. Nonprofits also get 20 free hours of Nonprofit Cloud help, whether or not anything is signed afterwards.
Not as a packaged program. We start with the free review, then fix the scope, milestones and price in a written proposal before any work begins.
Prices are agreed in the written proposal. Our monthly plans and the Technology Blueprint are listed on the pricing page.
You keep the result. You can stop there, start a fixed-scope project or move to a monthly plan; the read-out recommends a next step either way.
For selected organizations, we agree one bounded outcome and deliver it at our cost. Scope is subject to approval. Details are on the pricing page.
Salesforce, Agentforce, Sales Cloud, Service Cloud and Nonprofit Cloud are trademarks of Salesforce, Inc. SynconAI is an independent consulting firm and is not affiliated with or endorsed by Salesforce, Inc.
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