Agentforce AI Readiness & Security Review
A focused, security-first assessment to ensure Salesforce Agentforce is enabled safely, intentionally, and with defensible governance.
Who this is for
• Teams considering Agentforce for the first time
• Organizations that have already enabled Agentforce
• SMBs without formal AI governance or security review processes
• Security, IT, RevOps, or Platform owners accountable for AI risk
What we do
We evaluate how Agentforce is configured, what data it can access, and what actions it is permitted to take—focusing on where governance is assumed but not enforced.
Our review includes:
• Inventorying current and planned AI usage across Salesforce
• Reviewing Agentforce configuration, defaults, and data sources
• Evaluating standard and custom actions for unintended impact
• Assessing topic scopes, system messages, and prompt safety
• Identifying data leakage, compliance, and reputational risks
• Defining security, technical, and trust guardrails aligned to risk
What you get
• AI Risk Profile outlining identified risks, impact, and likelihood
• Prioritized remediation recommendations aligned to business risk
• Clear go / no-go guidance for Agentforce rollout
• Defined security, technical, and trust guardrails
• Executive-ready summary suitable for leadership review
• Implementation-ready next steps if proceeding to a pilot
Engagement details
Timeline
• Typically delivered over 2–3 weeks depending on scope and access
Delivery
• Read-only access to Salesforce where possible
• Collaborative working sessions with security, platform, and business stakeholders
• Findings reviewed live to ensure accuracy and alignment
Output
• Written assessment with prioritized recommendations
• Optional working session to walk through findings and next steps
Next steps
• Organizations may proceed independently or engage DTM for guided remediation or pilot implementation
This engagement is designed to stand alone and does not require follow-on services.