Salesforce MVP Hall of Fame · Certified Partner since 2010
The first week is in the org, reading what already exists. Five planes decide whether a digital worker is production or a demo: where people meet it, what it is allowed to call, what runs the step, what it remembers, and how the write survives a timeout. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
The five planes
Read down. Skip one of these in your org and you get a specific failure, not a general slowdown.
Experience
Slack · Experience Cloud · Portals · Voice · Generative UI
Control and governance
Identity on the hop · Policy · Rate limits · Audit
Runtime and agents
Agentforce · Code agents · SDKs · A2A · MCP tools
Context and memory
Data Cloud · Graph · Vectors · Decision history
Durable capability
Queues · Retries · IDP · Long-running jobs
flowchart TD
EXP["1 Experience: Slack, Experience Cloud, portals, voice"] --> CTL["2 Control: identity, policy, rate, audit"]
CTL --> RUN["3 Runtime: Agentforce, code agents, SDKs"]
CTL --> MEM["4 Memory: source of truth, working context, durable memory"]
CTL --> DUR["5 Durable: queues, retries, long jobs, writes"]
RUN --> MEM
RUN --> DUR
DUR --> SOR["Systems of record: Salesforce, ERP, files"]Five axioms
These are the arguments we will have in week one. Better to have them now.
Plane by plane
Slack, Experience Cloud, portals, and voice. Skip it and the agent lives in a tab nobody opens.
One front door for tool calls and model calls. Skip it and nobody can answer who wrote that record.
Agentforce, code agents, SDKs. Skip it and every step is forced through one product surface.
Truth, working context, and decision history. Skip it and the agent re-asks what it was told.
Queues, retries, and long jobs. Skip it and a timeout becomes a double posting.
See which plane each cloud serves once you wire agents into Salesforce.
How Mindcat helps
Three engagements that already exist. No new pricing product, no invented savings.
01
Diagnostic
Where the governance debt sits, which writes have no rollback, and which steps should never have been a model call. Readiness and governance are the existing services.
02
First slice
One named desk end to end: experience surface, gateway path, runtime, memory, and a write someone can reverse. Shadow mode before write authority.
03
Operating model
Specifications, guardrails, and a review cadence so the next agent is a configuration, not a project.
flowchart TD
A["Diagnostic: map governance debt and write blast radius"] --> B["First slice: one desk, one runtime, one governed write"]
B --> C["Operating model: specs, shadow mode, fleet ops"]Engagements
Questions
Next
The brief
We will tell you which plane is missing and what it costs to skip it.