Salesforce optimization in Atlanta.

The rep's actual day, observed rather than described. We watch how reps create and update opportunities, count the clicks and required fields involved, and compare that with the information managers actually use. Most of the time the fix is fewer fields, smarter defaults and automation that fills in what the system already knows. Reps notice those changes quickly, which builds goodwill for the larger fixes that follow.

Yes, and an optimization project is a good time to do it. Salesforce is retiring workflow rules and Process Builder, so orgs that still rely on them carry growing maintenance risk. The move is also a chance to consolidate: several old rules on one object can often become a single well-documented Flow, which is easier to test, explain and change later.

It should. Optimization is a sensible first step, because AI features rely on the same things good reporting does: accurate account data, consistent processes and clear permissions. Cleaning duplicates, standardizing case and opportunity data and simplifying automation during optimization means an Agentforce pilot starts from reliable information instead of amplifying the problems you already have. It also shows which processes are consistent enough to hand to an agent first.