AI practice
Put AI agents to work on Salesforce, on data you can trust.
Pulse Professional Services (formerly Madison Ave Consulting) designs, builds and supports Agentforce agents for intake, recruiting and field teams, on data and processes we map first, and we help teams put Claude to work with Salesforce too.
Start with the health check.
Start with a free, read-only Salesforce org health check. We use Claude to produce it, and it shows where an AI agent would help and where your data needs work first. See what the health check covers
What we build.
Agents and Claude setups for the work your team repeats every week, scoped before we build.
- Agentforce agents Topics, actions and guardrails, designed with the people who will use the agent, for intake, recruiting and field teams.
- Data readiness Before any agent ships, we fix the records, permissions and processes it depends on.
- Pulse AI Agents for healthcare teams We deploy Pulse AI Agents, built on Agentforce, for home care, behavioral health and skilled nursing teams, including the fields each agent is allowed to update.
- Agentforce or Claude, use case by use case We help teams choose between Agentforce and Claude for each use case, weighing where the data goes, who approves each action and what it costs to run. When patient data is involved, we review the path with your compliance team before any of it is used.
- Salesforce in Claude setup We set up Salesforce in Claude for your sellers and show them how to use it day to day.
- Tools built with Claude We build tools with Claude for Salesforce teams, such as our free org health check.
How we build agents people trust.
The principles we build into Pulse AI Agents, applied to every agent we build for clients.
Each user's own permissions.
An agent works within the Salesforce permissions of the person using it.
A person confirms each change.
Agents propose updates and wait for a person to confirm them before a record changes.
Clear limits.
When a request falls outside what an agent is built to do, it declines and says so.
Recent AI work.
Pulse AI Agents
Our team builds Pulse AI Agents. The package runs on Agentforce, passed Salesforce's security review and is listed on AppExchange. See Pulse Agents
The free org health check
A read-only Salesforce org assessment that we produce with Claude, from the first query to the finished report. How the health check works
Pulse Professional Services has been a Salesforce consulting partner since 2018 and is rated 4.9 out of 5 on AppExchange.
Related: How Pulse uses AI, Pulse Agents, Professional Services, Customer stories
Request a free org health check.
It is free and read-only, and it shows where an agent fits before you build one.
Request your health check