Data, Integration & Automation
Connect the enterprise.
Enable AI to act.
Connect enterprise systems, trusted data, and workflows so people and AI agents can take action—not just provide answers. We bridge Data Cloud, API design, and Flow automation into a secure, executable foundation.
Why This Matters
AI is only as useful as the context and actions it can access.
A conversational agent that can answer a question but cannot retrieve trusted data, initiate an approved workflow, update a system of record, or complete a transaction delivers limited operational value. Tekahora turns AI into a practical digital workforce.
Trusted Enterprise Context
Unify customer, employee, service, and operational telemetry so decisions and agent interactions are grounded in governed data.
- Governed information models
- Zero-copy & federated data
- Auditable enterprise context
Connected Business Systems
Integrate Salesforce with ERP, HR, ITSM, and operational systems of record through secure, reusable integration patterns.
- API-led connectivity
- Eliminate point-to-point debt
- Event-driven architectures
Faster, Automated Execution
Automate repetitive routing, approvals, status updates, notifications, and multi-step cross-system workflows with native Salesforce Flow.
- Eliminate swivel-chair work
- Cycle-time acceleration
- Human-in-the-loop controls
More Capable AI Agents
Equip Agentforce with approved actions and guardrails so autonomous agents execute real work rather than merely suggesting next steps.
- Actionable agent topics
- Permission-bounded execution
- Complete business transactions
Service Approach
Our Three-Part
Activation Model.
We connect the data foundation, system interfaces, and orchestration engine required to make digital service delivery reliable, scalable, and compliant.
Discuss your integration scope ↗-
01
Data Cloud Activation
Identify priority data domains, connect Salesforce and external sources, harmonize data models, and establish identity resolution and access controls to power trusted analytics and Agentforce.
Deliverables: Data source inventory • Data model mapping • Activation design • Governance & lineage plan
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02
API & Integration Design
Design secure, reusable real-time and event-driven interfaces connecting Salesforce to ERP, HR, ITSM, identity providers, and custom apps. Establish logging, security, and error-handling standards.
Deliverables: Integration architecture • API specifications • Security & error-handling design • Support model
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03
Flow & Process Automation
Identify high-volume bottlenecks, engineer Salesforce Flow orchestration patterns, build reusable automation components, and define approved actions and permission boundaries for Agentforce.
Deliverables: Automation backlog • Future-state workflows • Configured flows • Agent guardrail definitions
Execution Architecture
From Question to Completed Action
A well-designed AI-enabled workflow connects intelligence directly to governed execution across five disciplined steps.
1. Understand
Interpret user intent, business trigger, or operational event with contextual clarity.
2. Retrieve
Access trusted enterprise context from Data Cloud and governed systems of record.
3. Decide
Apply deterministic business rules, role permissions, and AI reasoning within guardrails.
4. Act
Invoke approved Salesforce Flows, external APIs, or route to human approvers.
5. Record
Update systems of record, log audit trails, and preserve full regulatory traceability.
Practical Scenarios
Proven cross-functional use cases.
Agentforce retrieves employee context, initiates HR workflows, routes approvals, and updates HR systems of record.
An agent identifies an incident, retrieves asset and service context, executes remediation workflows, and logs the resolution.
Salesforce unifies customer, order, and telemetry data, automating actions across CRM, ERP, and billing systems.
Telemetry events trigger automated work, notify owners, and synchronize dependent platforms without manual intervention.
| Phase | Focus | Key Decision | Outcome |
|---|---|---|---|
| Discover | Prioritize data, integration, and automation use cases | Where will connection and automation create the most value? | Prioritized roadmap and architecture |
| Design | Define data, API, security, and workflow patterns | What should be standardized and governed? | Approved solution design |
| Build & Validate | Configure, integrate, automate, and test | Does the solution execute safely and accurately? | Production-ready capabilities |
| Activate & Optimize | Deploy, monitor, and continuously improve | Are adoption and operational outcomes meeting targets? | Measured value and reusable foundation |
Governed Engineering
Tekahora Design Principles
Built for architectural integrity, operational compliance, and long-term maintainability.
Automate work that removes measurable friction or delivers concrete business value, not automation for its own sake.
Ground autonomous agents and automated workflows in governed, verified enterprise information.
Favor secure, reusable integration interfaces over fragile, undocumented point-to-point connections.
Preserve segregation of duties, approval thresholds, auditability, and clear human exception handling.
Connected Automation Workshop
Start with a process, not a technology list.
Identify high-value workflows, evaluate integration readiness, and build a practical roadmap for Data Cloud, APIs, Flow, and Agentforce.
Schedule a workshop ↗