Salesforce & AI Roadmap Workshop
AI is rising fast – in Salesforce, among your competitors, and in your own processes. It’s not a question of “if” but “when”. Our roadmap workshop helps you cut through the noise and focus on the AI initiatives that will deliver real value.
1-day workshop
Including intro call, scoping and results presentation.
4-6 participants recommended
From business, IT and data.
Clarity & focus
Scoping, use cases, evaluation – no chaos.
Tailored roadmap
Prioritised and realistic.
Years of Salesforce experience
Deep system expertise.
1-day workshop
Including intro call, scoping and results presentation.
4-6 participants recommended
From business, IT and data.
Clarity & focus
Scoping, use cases, evaluation – no chaos.
Tailored roadmap
Prioritised and realistic.
Years of Salesforce experience
Deep system expertise.
Why a Salesforce AI roadmap?
What’s in it for you?
Together, we’ll set the foundation for your AI success.
✓ A clear focus on use cases with real business impact
✓ Prioritisation based on relevance, effort and ROI
✓ Cross-team alignment across business, IT and data
✓ Concrete action steps with solid technical grounding
✓ Insight into key AI initiatives such as AgentForce
✓ A compact process: Scoping, 1-day workshop, results presentation
Recommended for 4–6 participants (from roles such as: Business Owners, Key Users, Data Scientists, IT/Salesforce).
Why Digital2gether?
- Salesforce experts who understand business.
Our consultants combine technical expertise with a strong grasp of real-world processes to create AI strategies that actually make an impact. - Focused on results, built on strategy.
We provide the decision-making foundation you need, based on your setup, your goals and your processes. Not generic tool knowledge. - From strategy to execution.
Our roadmaps link business goals with specific AI opportunities: clearly prioritised, practical and ready to implement. - Workshops that respect your time.
We bring the right people together and guide your team through complex decisions – with focus, depth and energy.
How we tackle AI & Salesforce with you
The process at a glance
Intro call
Aligning on format, participants and target outcomes.
Scoping interviews
To get the full picture, we conduct 1:1 interviews with business, IT and data teams.
1-day workshop
Identify and prioritise use cases based on your goals, processes and strengths.
Roadmap
Presentation of your tailored AI roadmap.
“Clarity before action.
AI in Salesforce isn’t just about chasing the latest trend.
But to get it right, you need a clear action plan. This workshop shifts your focus to what really matters, so you can set clear priorities and start moving forwards.“
– Melanie Abel, Co-Founder & Senior Salesforce Consultant
“Tech should make an impact.
AI use cases often sound impressive, but not everything that’s possible is actually useful. In the workshop, we explore what makes sense technically and what creates real value for the business.“
– Alexander Viol, Senior Salesforce Consultant
“AI needs direction, not hype.
A solid AI roadmap isn’t a tech wishlist. It’s a business tool. It shows where AI can help, how teams benefit, and what’s really worth investing in.“
– Wolfgang Haugg, Senior Salesforce Consultant
Let’s talk about your AI potential with Salesforce
Got questions, specific needs or just want to see if this workshop is right for you? Schedule a free 45-minute intro call with us (online or by phone) and learn all about what to expect. Book right away. No pressure. Just straight answers.
Email:
hello@d2g.ericschlottke.de
Phone:
+49 (0) 33763 2362-17