The seven readiness dimensions

Every score in your report rolls up from these seven areas. Each one has a clear definition, four maturity bands, and a picture of what "good" looks like.

Data Cloud

Data Cloud Readiness

How unified, identity-resolved and queryable in real time your customer, product and service signals are — the substrate Agentforce reasons over.

Agentforce

Agentforce Fit

Whether you have a defined agent use case with measurable outcomes, plus the topics, actions and guardrails to actually build it on Agentforce.

Flow

Flow & Automation Depth

How much of the customer journey runs on documented, automatable Flows and invocable actions — versus tribal knowledge and manual steps.

Core Cloud

Core Cloud Foundation

Sales, Service and Marketing Cloud hygiene — object model, integrations and a single source of truth Agentforce can sit on top of.

HITL

Human-in-the-Loop Design

How agents hand off to humans — confidence thresholds, approval flows, and the feedback loop from every escalation back into the agent.

Trust

Trust & Governance

Your Einstein Trust Layer posture — PII masking, audit trails, prompt logging and toxicity controls that let agents act safely.

Exec

Executive Alignment

Funded executive sponsorship, success metrics tied to P&L, and the change-management readiness to put agents into the operating model.