The Skydog Go-Live
Salesforce's AI teammate, inside the CRM your company already runs. We scope it, secure it, connect it, and get your team using it.
Why Coworker?
Four reasons it lands where generic AI tools stall.
Compliance-ready on day one
Sharing rules, role hierarchy, and field-level security carry over as they are, and your data stays inside Salesforce. Nothing new for InfoSec to review.
Knows Salesforce, knows your data
It already knows what a Stage, a Fund, or a Commitment means in your org, because it reads your objects and fields directly. Generic tools start from zero.
Connectors bring in the full picture
Email, meeting notes, and documents flow in through connectors. Ask about an account and you get what was said last week, not just the record.
Update Salesforce in one sentence
Log the meeting, move the stage, add the contact by telling Coworker what happened. The data entry your team puts off gets done.
One front door. Every question.
The same Coworker, whether your team is in Salesforce, Teams, or halfway into a meeting.
Catch up on any relationship
The record, the last meeting, and the deck that landed, pulled into one answer before the call.
Ask from wherever you work
Salesforce, Teams, and every connected source on one screen. Same answer at your desk or on the road.
Route to the right agent
Coworker knows which of your custom agents fits the task and hands it off. Nobody has to remember what exists.
What the go-live includes
Led by a team of Agentforce-certified Salesforce architects.
- 01
Defined scope
Working sessions with the people who will actually use it. What Coworker should do, what data it touches, and what stays off limits.
- 02
Setup and permissions
Coworker turned on in your org and mapped to your org chart. Each role keeps its own sharing rules and permission sets. Nobody inherits reach.
- 03
Custom connectors
Teams, email, and your document stores wired in, plus custom connectors to the systems your company actually runs on.
- 04
Results and layout
Search Manager tuned to your objects: which fields Coworker indexes, what it returns, and how records preview when your team clicks through.
- 05
Pilot and rollout
A small group on real records first. We fix what trips people up, then enable the whole team with documentation your admins can maintain.
Bring in your data warehouse, fund and portfolio data, and web search. Coworker answers across all of it in one place, instead of your team stitching it together.
Give every person on your team a Coworker.
Talk with the architects who'll run your go-live.
Book a callFAQ
Common questions
What is Agentforce Coworker?
Salesforce's AI teammate inside your org. It answers from your records and connected sources, updates Salesforce from a sentence, and routes work to your custom agents.
Is our data safe with Coworker?
Coworker respects your existing sharing rules, role hierarchy, and field-level security, and your data stays inside Salesforce.
What does Skydog's go-live include?
Defined scope, setup and permissions, custom connectors, search results and layout tuning, and a pilot followed by team-wide rollout. Connecting Data 360 is an optional add-on.