Last updated on :

March 17, 2025

Design Agents at Work in Salesforce Implementation Projects

Salesforce implementations face challenges, with failure rates historically ranging from 30% to 70%, primarily due to human error and lack of understanding. Without a structured approach, projects often struggle with scope creep, misaligned requirements, and inefficiencies, leading to costly delays and suboptimal outcomes.

To ensure a successful and streamlined Salesforce implementation, careful planning, structured execution, and alignment with business goals are essential.

GetGenerative’s Design Agent simplifies this process by providing an AI-powered workspace to automate project planning, optimize requirement gathering, and accelerate solution design, ensuring a faster, error-free Salesforce implementation.

What You’ll Learn in This Blog:

How the Project Brief ensures clear scope, objectives, and alignment before execution.
How the Design section structures themes, epics, user stories, and solutions.
How the Discover section identifies missing inputs and refines project details.
How Document AI automates document management and insights.
How Metadata extraction simplifies Salesforce org integration for seamless setup.

By leveraging the Design Agent, teams can accelerate Salesforce implementation while maintaining clarity, efficiency, and accuracy. Let’s get started!

Part 1. Project Brief

The Project Brief within the Design Agent serves as the foundation for a successful Salesforce implementation. It ensures clarity, alignment, and structured planning before development begins. By outlining critical project details, it helps teams stay focused on business objectives while mitigating potential risks.

Each element of the Project Brief—from defining customer needs to setting project scope and expectations—plays a vital role in ensuring a streamlined, cost-effective implementation.

About the Customer

A deep understanding of the customer’s industry, business model, and operational goals is crucial before implementing Salesforce. The About the Customer section provides essential background information that helps tailor the CRM solution to the client’s needs.

Industry & Business Model: Identifies the customer’s industry and the nature of their business operations.
Existing Systems & Pain Points: Highlights the current tools and challenges the organization faces.
Key Objectives: Defines the primary goals of the Salesforce implementation, such as automation, data centralization, or improved customer engagement.

By analyzing the customer’s specific needs, the Design Agent ensures that every feature and functionality aligns with business objectives, maximizing the value of the implementation.

“AI is a complex field, and I am the first to say that we computer scientists have not progressed as far as many people believe.”

Richard Socher, former Chief Scientist at Salesforce

Project Scope

The Project Scope defines what will be included in the implementation, ensuring a clear roadmap that aligns with business priorities. It is strictly derived from project requirements, eliminating ambiguity and keeping the team focused on essential functionalities.

Breaking Down Features & Functionalities

This section provides a structured list of key features that will be implemented, ensuring transparency and proper resource allocation.

CRM Customization: Defining necessary Salesforce modifications to meet industry-specific needs.
Data Migration: Ensuring seamless transition from legacy systems to Salesforce.
Automation & Workflows: Setting up process automation for efficiency.
Integrations: Connecting Salesforce with third-party applications like ERP, marketing tools, or support systems.
User Roles & Permissions: Establishing proper access controls to maintain security and compliance.

A well-defined Project Scope prevents scope creep, reducing unnecessary costs and ensuring an efficient implementation.

Expected Outcomes

This section defines success metrics and anticipated benefits:

Improved Process Efficiency: Reduction in manual tasks through automation.
Enhanced Data Visibility: Centralized customer information for better decision-making.
Faster Sales Cycles: Streamlined sales processes leading to increased revenue.
Improved Customer Experience: Personalized engagement based on unified CRM insights.
Scalability: A Salesforce instance that grows with the business without requiring major rework.

Clearly defining Expected Outcomes helps organizations measure ROI and align implementation efforts with strategic goals.

Project Challenges

Every Salesforce implementation comes with challenges that need to be anticipated and mitigated. The Project Challenges section highlights key risks:

Data Migration Complexity: Ensuring data integrity while moving from legacy systems.
User Adoption Resistance: Encouraging employees to embrace new CRM workflows.
Integration Roadblocks: Addressing compatibility issues with existing third-party applications.
Customization Constraints: Balancing business needs with Salesforce’s out-of-the-box functionalities.
Regulatory Compliance: Ensuring that the implementation adheres to industry-specific regulations.

Out of Scope

A successful Salesforce implementation requires a well-defined boundary between what will and will not be delivered in the current phase. This section lists functionalities that are excluded but may be considered in future enhancements.

Advanced AI Features: AI-driven insights or predictive analytics that may be added in later phases.
Custom Mobile App Development: Mobile enhancements beyond standard Salesforce capabilities.
Enterprise-Level Integrations: Large-scale system integrations that are not critical for phase one.
Extensive Custom Code Development: Prioritizing configuration over heavy custom coding for cost-effectiveness.

Also Read – Pre-Sales Agent for Streamlined Salesforce Implementation Projects

Part 2. Design

Once the Project Brief is established, the next step in the Design Agent is finalizing project requirements and structuring the solution architecture. The Design section provides a centralized AI-powered workspace that organizes themes, epics, user stories, and solution details—ensuring that all aspects of the Salesforce implementation are clearly mapped out.

With multiple views, including Workspace, Requirements, User Stories, and Solution View, the Design Agent ensures seamless alignment between business needs and technical execution.

Solution Workspace

The Solution Workspace acts as the core environment where teams can finalize and manage project requirements and solutions. It enables:

Theme-Based Organization: Structuring the project into themes and epics for clear segmentation.
Feature and Requirement Management: Capturing critical functional and non-functional requirements.
AI-Powered Structuring: Automating the breakdown of user stories, backlog items, and solution design elements.

Workspace View

The Workspace View allows teams to visualize project structure at a high level. Key functionalities include:

Adding and Managing Themes: Grouping related epics and features into broader business categories.
Defining Epics: Breaking down large project goals into manageable epics.
Feature Breakdown: Ensuring that each epic has a clear set of features and functionalities to be implemented.

Requirements View

Successful Salesforce implementations depend on well-documented functional and non-functional requirements. The Requirements View organizes these requirements to ensure clarity:

Functional Requirements: Capturing the core system capabilities needed, such as CRM automation, lead tracking, or reporting.
Non-Functional Requirements: Addressing performance, security, compliance, and scalability considerations.

By consolidating requirements in a structured view, teams can ensure alignment between business objectives and technical feasibility.

User Stories View

User stories are the foundation of agile Salesforce implementations. The User Stories View provides a centralized space for managing user stories with real-time status tracking:

User Story Management: Creating, modifying, and prioritizing user stories.
Status Tracking: Assigning progress states such as To Do, In Progress, and Completed.
Jira Integration: Seamlessly syncing with Jira for enhanced project collaboration.

By maintaining clear visibility on user stories, teams can ensure that development efforts stay aligned with business needs.

Solution View

The Solution View plays a crucial role in converting requirements and user stories into actionable implementation plans. It enables:

High-Level Solutions:

Outlining major system components and technical decisions.
Mapping modules, sub-modules, and technologies used in implementation.
Defining complexity levels and effort estimates for each solution component.

Low-Level Solutions:

Generating detailed technical designs based on high-level architecture.
AI-powered automation to generate solution designs dynamically.
Ensuring alignment between business logic and system implementation.

By providing both high and low-level solution views, the Design Agent bridges the gap between business needs and technical execution.

User Stories & Backlog

The Backlog section within the Design Agent consolidates all user stories, ensuring that teams stay on track with implementation priorities.

Themed Story Organization: Grouping backlog items under appropriate themes and epics.
Prioritization & Effort Estimation: Ensuring that critical tasks receive the necessary resources.
Release Planning: Organizing user stories into development sprints and releases for structured execution.

Solution Design Generation

One of the most powerful capabilities of the Design Agent is AI-driven solution design generation. Instead of manually defining low-level implementation details, teams can:

Generate solution designs based on project scope and requirements.
Ensure all technical components align with business logic.
Reduce manual effort in defining configuration, metadata, and workflows.

Also Read – How to Streamline Salesforce Implementation Without Increasing Costs

Part 3. Discover

After structuring the project scope and solution design, the Discover section of the Design Agent focuses on ensuring that all necessary details are provided for a seamless implementation. Incomplete or unclear project inputs can lead to inefficiencies, misaligned solutions, and increased costs.

By analyzing input quality and identifying missing project details, the Discover section helps teams refine their requirements and ensure the project is fully optimized before execution.

Project Input Quality Indicator

A well-defined project requires complete and accurate inputs. The Project Input Quality Indicator evaluates the level of detail provided and assigns a Quality Score to measure completeness.

Score-Based Optimization: A numerical score (ranging from 0 to 100) highlights whether the project details are sufficiently detailed.
Gap Identification: AI-driven analysis detects missing or vague information that may impact implementation.
Regeneration Ability: Once the score reaches the required threshold, the system enables project regeneration, allowing teams to refine and enhance project scope based on improved input data.

“Identifying and addressing business challenges through AI presents immense opportunities for innovation, enhancing data analysis and customer satisfaction.”

Hugo Freytes, General Manager of Salesforce Mexico

Project Input Gaps

The Project Input Gaps feature identifies missing details and provides structured insights to address them.

Pending Insights: Lists specific questions that require answers before finalizing the project scope.
Answered vs. Pending Tracking: Allows teams to track which inputs have been addressed and what still needs attention.
Automated Suggestions: AI-generated insights help teams refine their project details for optimal clarity.

You can see the examples of questions in the image below-

Ensuring Data Completeness Before Execution

A low-quality input score can indicate missing or vague details that may impact solution design and implementation efficiency. The Discover section helps teams reach an optimal score before moving forward by:

Highlighting missing details that need clarification.
Providing AI-driven insights to enhance project documentation.
Ensuring every requirement is backed by well-defined expectations.

Part 4. Document AI

The Document AI section streamlines document management by automating insights, organizing files, and enabling quick information retrieval.

File Manager: Centralized repository for project-related documents, ensuring easy access and secure storage.
Automated Insights: AI extracts key details from uploaded files, reducing manual review time.
Search & Tagging: Enables quick retrieval of information using keywords and categorization.
Chat-Based Interaction: Users can ask AI-powered queries to extract relevant insights instantly.

By eliminating manual document handling, Document AI enhances efficiency, ensuring teams have the right information when they need it.

Part 5. Metadata

The Metadata section enables teams to extract key configuration details directly from Salesforce, ensuring an efficient and well-informed implementation.

Salesforce Org Connection: Secure integration with Salesforce to retrieve metadata.
Metadata Extraction: Fetches object structures, fields, workflows, and configurations.
Automated Insights: Analyzes metadata to streamline system design and customization.

By automating metadata retrieval, this section eliminates manual effort, reduces errors, and accelerates project setup.

Conclusion

A structured and efficient Salesforce implementation requires clear planning, well-defined requirements, and seamless execution. The Design Agent simplifies this process by automating project structuring, identifying input gaps, and ensuring alignment between business needs and technical execution. With AI-driven automation, teams can accelerate delivery, reduce manual effort, and improve project accuracy.

Get Started with AI-Powered Implementation

GetGenerative.ai provides an AI-powered workspace and agents to manage the entire Salesforce implementation lifecycle—from Pre-Sales to Go-Live.

Automate project planning, optimize requirement gathering, and streamline execution with AI-driven precision.

Start Salesforce implementation today with GetGenerative.ai.