The AI Use-Case and Governance Audit helps leadership teams choose a practical first workflow across Salesforce, Claude, Agentforce, Slack and connected systems.
The audit answers
- What business outcome are we improving?
- Where is the relevant data?
- Is the data reliable and permissioned?
- Should the workflow use Agentforce, Claude, custom development or automation?
- What may the AI read, recommend, draft or execute?
- Where is human approval required?
- How will success and failure be measured?
Deliverables
- Use-case shortlist
- Value and feasibility scorecard
- Context and system map
- Governance boundary
- Pilot recommendation
- Baseline metrics and acceptance criteria