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Agentic Salesforce.
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![Health Sight Agent]()
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Regulatory Reporting Excellence: How a Global Bank Improved
Accelerating Basel III Compliance
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Agentic Salesforce.
Engineered for What’s Next.
Xoriant turns Salesforce into a self-improving intelligence layer - autonomous agents, real-time decisions, and composable workflows built on Intent360.AI. 700+ implementations powered by Human Ingenuity and one focus - making your CRM ecosystem as intelligent as your business demands.
Most Salesforce platforms are working below their potential. We fix that.
Every Salesforce investment carries a gap between what the platform promises and what it actually delivers. The gap isn't the platform. It's the depth of engineering behind it.
Xoriant brings together 13 years of Salesforce specialisation, combined with global AI engineering capability, to close that gap permanently. We don't implement Salesforce; we transform it into an autonomous, self-improving customer intelligence system that gets smarter with every interaction.
Overarching philosophy of HI/AI
House of Xfactors make it happen
Intent360.AI
A headless intelligence layer that makes Salesforce composable, predictive, and autonomous without replacing what's already working.
Intent360.AI
360° customer intent
Real-time behavioural signals across every touchpoint, surfaced inside Salesforce at the moment of action.
Headless architecture
Decouple intelligence from the UI. Run autonomous decisions at API speed, triggered by intent signals, not manual workflows.
Agentforce-native
Pre-integrated with Agentforce agents for zero-latency action. Intent signals become agent triggers without custom middleware.
Composable modules
Deploy by vertical use case: wealth management, healthcare, service operations, sales without full platform rewrites.
360° customer intent
Real-time behavioural signals across every touchpoint, surfaced inside Salesforce at the moment of action.
Headless architecture
Decouple intelligence from the UI. Run autonomous decisions at API speed, triggered by intent signals, not manual workflows.
Agentforce-native
Pre-integrated with Agentforce agents for zero-latency action. Intent signals become agent triggers without custom middleware.
Composable modules
Deploy by vertical use case: wealth management, healthcare, service operations, sales without full platform rewrites.
Agentforce Capabilities
We build Agentforce agents that work - not demos that impress once.
User Intel Agent
Automates the entire user management lifecycle: creation, access control, permission management, and troubleshooting inside Salesforce orgs at enterprise scale. Use case: Large SF orgs with 500+ users and complex permission structures.
Wealth View AI
AI-driven portfolio insights for wealth advisors. Automated renewals, goal planning, risk management, and service automation within Financial Services Cloud. Use case: Banks, wealth managers, insurance advisors on FSC.
Health Sight Agent
Unified health claim management with AI-powered fraud detection, self-service portals for policyholders, and automated claim cycle acceleration. Use case: Health insurers, TPAs, and payer-provider networks on Health Cloud.
Custom agent (your use case)
Every agent Xoriant builds is trained on your data, workflows, and compliance requirements. Not a template - a bespoke agentic system designed for your operations.
How Can We Help ?
Capabilities That Turn Salesforce Investment into Salesforce Advantage
Consulting and Advisory
Implementation and Rollout
Agentic AI and Gen AI Solutions
Integration
Managed Services and Support
Analytics and Reporting
Salesforce Support Services
Customisation and Extensions
Development and Testing
Lightning Migration
Security
Data Management and Migration
Change Management
Staff Expansion
Consulting and Advisory
Consulting and Advisory
Thirteen years of Salesforce strategy mean we know where implementations succeed. Every engagement starts with outcomes that are measurable from day one.
Implementation and Rollout
Implementation and Rollout
No two businesses run the same way. Salesforce deployments built here fit your actual operations, not a default configuration that assumes otherwise.
Agentic AI and Gen AI Solutions
Agentic AI and Gen AI Solutions
Agentforce is here. Intelligent agents that automate decisions, classify cases, and personalise outreach are live on Salesforce today we build them.
Integration
Integration
Salesforce performs best when your stack keeps pace. API-led integrations connect your ecosystem cleanly so data flows and teams work without friction.
Managed Services and Support
Managed Services and Support
Keep your Salesforce environment performing at its best. Continuous optimisation and certified support reduce risk and protect platform value over time.
Analytics and Reporting
Analytics and Reporting
Revenue and forecast accuracy live inside Salesforce. AI-driven dashboards and native analytics surface what matters before the next meeting, not after.
Salesforce Support Services
Salesforce Support Services
Certified teams keep your Salesforce org running without disruption. Round-the-clock coverage means issues are resolved before they become problems.
Customisation and Extensions
Customisation and Extensions
Extend Salesforce beyond the standard. Custom platform enhancements are built to fit your workflows precisely, not adapted from a generic playbook.
Development and Testing
Development and Testing
Custom apps, integrations, and extensions built to perform with end-to-end testing that verifies system accuracy, data integrity, and business alignment.
Lightning Migration
Lightning Migration
Move to Salesforce Lightning with confidence. Enhanced interface, improved productivity, and a faster experience, no disruption to live operations.
Security
Security
Enterprise-grade security and regulatory compliance built into your Salesforce environment from day one, keeping systems resilient and audit-ready.
Data Management and Migration
Data Management and Migration
Clean, well-governed data makes every Salesforce decision more reliable. Pipelines built here support accurate reporting and confident decision-making.
Change Management
Change Management
Adoption is where implementations succeed or stall. Structured change management builds the workflows and user confidence that make Salesforce stick.
Staff Expansion
Staff Expansion
Scale your Salesforce delivery capacity with certified talent on demand. Industry best practices embedded from day one, no ramp-up friction.
Transformation Journey
How we take you from Salesforce investment to autonomous intelligence
PHASE
01
Assess & Strategise
Platform audit, data readiness review, and transformation roadmap design. We identify exactly where Agentforce creates immediate ROI and where your data architecture needs work first.
Outcome: A 90-day activation roadmap with prioritised use cases and ROI projections.
PHASE
02
Activate Agentforce
Platform audit, data readiness review, and transformation roadmap design.
Outcome: A 90-day activation roadmap with prioritised use cases.
PHASE
03
Assess & Strategise
Deploy and configure Agentforce agents for your highest-value use cases: service deflection, sales pipeline automation, or field operations with live outcome metrics from day one.
Outcome: First agent in production within 6 weeks.
PHASE
04
Build Agentic Workflows
Connect Salesforce to your full enterprise stack. API-led MuleSoft integrations, Data Cloud pipelines, and custom APEX that makes your entire CRM ecosyst
Outcome: Unified data layer with real-time cross-system orchestration.
PHASE
05
Layer Intent360.AI
Deploy the headless intelligence layer. Real-time intent signals, composable AI modules, and autonomous decision-making built on your data, governed by your compliance rules.
Outcome: Salesforce begins acting proactively on customer intent, not reactively on logged data.
Case Study
Regulatory Reporting Excellence: How a Global Bank Improved
FR Y-14 Compliance
How a global bank improved FR Y-14 reporting, enhanced adjustment traceability, and strengthened consent order compliance with a governed data framework.
Case Study
Modernizing Financial Systems for a Global Bank
Ahead of Bulgaria’s legally mandated Euro (EUR) adoption on 1 January 2026, a leading global bank faced a non-negotiable regulatory deadline requiring enterprise-wide currency conversion.
Case Study
Accelerating Basel III Compliance
with First Time Right Regulatory Submissions
How a global bank leveraged GenAI to automate 7,000+ rules, standardize reporting, and minimize penalty risk across jurisdictions
Industry AI solutions
Industry-tuned agentic solutions built for your regulatory reality
Financial services (Intent360.AI enabled)
Wealth View AI + FSC. Compliant advisory workflows, automated KYC, AI-driven relationship intelligence, and goal-based planning for banks, wealth managers, and insurance advisors.
Key products: Financial Services Cloud, Einstein Analytics, Agentforce
Healthcare & insurance (Intent360.AI enabled)
Health Sight Agent + Health Cloud. AI-powered claims management, fraud detection, payer-provider coordination, and self-service for policyholders.
Key products: Health Cloud, Agentforce, Data Cloud
Hi-tech & SaaS
CPQ automation, customer success intelligence, and product-led growth workflows: from trial conversion through expansion revenue, automated and measured.
Key products: Revenue Cloud, CPQ/Apttus, Sales Cloud, Agentforce
Retail & consumer
Commerce Cloud + Marketing Cloud + real-time intent AI. Personalised journeys at scale, from acquisition through loyalty, with Intent360.AI intent signals driving every touchpoint.
Key products: Commerce Cloud, Marketing Cloud, Loyalty Management
Industrials & field ops
Field Service Lightning with autonomous scheduling, parts management, and technician intelligence. Reduce dispatch time and increase first-time fix rates with agentic automation.
Key products: Field Service, Service Cloud, Agentforce
Salesforce at the Xoriant Scale
13 years of specialisation, 700+ projects, 835+ certifications across every Salesforce cloud.
700+
Salesforce projects delivered
500+
Clients served successfully
13+
Years of Salesforce specialisation
835+
Salesforce certifications held
Brand who trust us
Our Collaborators
Our Proficiency and Expertise
250+ Salesforce certifications reflecting technology and platform
Stories of Success
Voice of Customer
We have been working with Fexle team for over 8 years, during which they have continued to shine, over and over again. Their expertise is unmatched and having worked with several development teams in the past, I have never seen a team that is more dedicated than this one. I look forward to continuing our partnership for many years to come.
Their team is extremely committed to their goal and work. They gave microscopic attention to each detail during the working process. They kept me in the loop at every stage of the project and I was well-informed about the project throughout the process.
Keeping You Updated
FAQ
Salesforce, Demystified.
What are Salesforce enterprise solutions and how do they support customer experience?
Xoriant builds scalable Salesforce platforms using digital engineering, cloud integration, automation, and data modernisation delivering personalised, data-driven customer journeys that improve experience and accelerate growth.
What do Salesforce implementation services include?
Xoriant delivers end-to-end Salesforce implementations using best-practice architectures, API-first integrations, DevOps-driven deployments, and secure enterprise-ready configurations tailored to business operations.
Why is Salesforce modernisation important for expanding CRM capabilities?
Salesforce modernisation upgrades Lightning experience, redesigns data architecture, adds automation, and optimises platform performance expanding CRM capability without disrupting the teams who depend on it.
How do Salesforce integration services improve operational efficiency?
API-led integration, middleware, and event-driven architectures connect Salesforce seamlessly to the enterprise ecosystem reducing manual processes and improving operational efficiency across every team.
How does Salesforce cloud transformation accelerate digital business expansion?
Xoriant implements Sales, Service, Marketing, Experience, Analytics, and Industry Clouds using cloud engineering, AI integration, DevSecOps, and enterprise architecture best practices to accelerate digital expansion.
Why are Salesforce data management and automation solutions critical for ROI?
Governed data models, workflow automation, AI-driven insights, and process orchestration improve data reliability, scalability, and operational excellence maximising long-term ROI from the Salesforce investment.
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