Agents that get your Industry. Real automation. Real outcomes.

ideaHelix brings Agentforce to life—operationalizing intelligent agents that simplify sales, quoting, service, and support. We help customers move beyond experimentation to implement AI solutions that are scalable, secure, and tightly aligned to their business workflows.

Whether you’re looking to deploy your first Agentforce use case or expand automation across the enterprise, we offer the tools, templates, and expertise to make AI actionable now.

Concept illustration of AI Agents and data automation for Salesforce workflows.

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Common Challenges We Solve

Sales and service agents spending time on repetitive tasks and manual updates
Complex quoting and product selection slowing sales cycles
Limited adoption of Salesforce AI features due to unclear value or poor data readiness
Inconsistent customer experiences across channels
Siloed systems blocking automation and insights

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Our Solutions

Prebuilt use cases for Communications, Media, and other industries—optimized for Salesforce workflows.

Augment agents and reps with intelligent recommendations, guided actions, and automated summaries.

Automate manual processes like data entry, quote generation, case updates, and knowledge lookups.

Enable dynamic recommendations for complex catalog and pricing configurations.

Use real-time, unified data to power AI decisions and drive personalized experiences.

How We Deliver

Prebuilt Agentforce templates tailored to industry
Deep expertise in Einstein, ChatGPT, and generative AI
Accelerators for automation, workflow integration, and data readiness
Cross-functional teams with domain + AI skillsets

Client testimonials

We chose ideaHelix for their deep industry and product  expertise, their innovative tools and their alignment with our hyper-focus on unmatched customer experience.

Aubry Henkel VP of IS, IT & PMO REV

ideaHelix has been a strategic partner throughout our CPQ and Revenue Cloud journey—their deep expertise is helping us streamline quoting and scale with confidence

Aditya Fotedar, CIO DDN

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