Define the first workflow
Review your Salesforce environment, data, integrations, and permissions. Choose a useful task and define what is ready to build.
Headless 360 Implementation
Salesforce, beyond
the screen.
Connect Salesforce to the apps and AI agents your team uses. Design useful workflows, build the connections, and put clear controls around each action.
Need a first step? The Headless 360 Quickstart delivers a pilot plan; a working build is scoped separately.
Where we help
A new interface. The same need for control.
This setup lets apps and AI agents use Salesforce through system connections. The design still needs clear permissions, reliable data, and people who own the result. We plan those pieces together.
Connect apps and agents
Build the interfaces and system connections around the task. Use Salesforce capabilities within agreed access and approval boundaries.
Keep ownership clear
Define review steps, monitoring, usage checks, and admin responsibilities. Prepare your team to operate the system after launch.
A few terms, in plain language
- Headless
- Business capabilities used through system connections, separate from the standard user interface.
- API
- An application programming interface. A defined way for one system to request data or actions from another.
- MCP
- Model Context Protocol. A standard for connecting AI applications to tools and information.
Interface examples
See the interface shape.
These examples show three ways a connected workflow can work: quality operations, case review, and supplier visibility. Open a screenshot to see how the next action could appear where the team works.
Slack + Salesforce
Put the next step in Slack.
Bring account priorities and new leads into the team’s daily work. Review and act in Slack, with the results recorded in Salesforce.
Daily account priorities
Turn Salesforce reports into a personal action list in Slack. Reps can record a contact or set a follow-up, with updates saved in Salesforce.
Inbound lead review
Bring new leads and AI-assisted research into Slack. Your team can review, assign, and move each lead forward while Salesforce records the changes.
Talk with the team
What should Salesforce do next?
Tell us about your current environment and the task you want to improve. A member of the team will follow up.
How the work takes shape
How we plan connected Salesforce workflows.
- 01
Assess
Review the environment, data, team skills, and priority use case.
- 02
Design
Define the connections, permissions, review steps, and expected use.
- 03
Build
Implement and test the workflow against agreed business needs.
- 04
Operate
Prepare administrators, monitoring, documentation, and ongoing reviews.
What we work toward
Salesforce actions with clear controls.
- A clear first use case and implementation plan.
- A working Salesforce connection with defined access.
- Controls and an admin handoff your team can operate.
Before we start
Headless 360 implementation questions.
Do we need to replace our Salesforce environment?
We start with your existing environment and review the workflows, permissions, and data it already holds. The plan defines what can be reused and what needs to change.
How do we plan for cost?
We review the licensing and usage requirements for your specific use case. We model expected activity before rollout and define how the team will monitor it.
What role will our Salesforce administrators have?
Salesforce administrators help define and maintain the workflows, permissions, and operating rules. We include their training, documentation, and responsibilities in the implementation plan.
How do you control agent actions?
We define the data and actions each agent can access. We also plan human review, logging, monitoring, and clear ownership for the workflow.
Can you work with the apps we already use?
Yes. We review your current Salesforce apps and system connections first. New tools are considered when the use case calls for them.
Let’s put it to work
Make the next Salesforce workflow useful.
Start with a task, a team, and the systems they use. We can help you define the path.