Supercog becomes what industry analyst Vernon Keenan cites as an example: Overlay AI¹ to Salesforce. As an Overlay AI to Salesforce, Supercog is distinctively different to Agentforce, which is an Embedded AI. As below, this starts with Salesforce Data Analysis and Optimisation.

The advantages with Supercog versus Agentforce are: prebuilt Tools with a wide variety of apps that work with Salesforce; choice of Large Language Models (LLMs); and, predictable, affordable business value pricing.

Today, Supercog works with a growing list of popular, world-class technologies, beyond Salesforce and HubSpot CRM, including: Amazon Web Services (AWS); Atlassian Jira; Google Workspace; Intuit Quickbooks; LinkedIn; Microsoft Office 365; Postgres; ServiceNow; Snowflake, and many more.

Salesforce Overlay AI

As an Overlay AI technology for Salesforce partners and customers, Supercog is a pragmatic solution: an AI Assistant for analysising and optimising Salesforce Production Orgs.

Supercog AI Assistants are built on AI Agents, which are semi-autonomous programs that follow simple English instructions. Each Agent is powered by a Large Language Model (LLM), which gives it the ability to understand language, make plans and execute tasks.

Example of Supercog AI Agent working SOQL query: Salesforce Duplicates found.

The Supercog AI Agent Platform consists of three elements: Large Language Model (LLM); Agent Instructions; and, Tools. Here's brief explanation of how they come together to deliver AI Assistants that extend a Salesforce Org environment:

• Large Language Model (LLM)
  The LLM is powering the Agent. You can choose amongst many different LLMs, including GPT4o-mini and Anthropic Claude.
• Agent Instructions
  The Agent Instructions describe the work that you would like the Agent to perform. If you want to devote your Agent to a specific task, then you will want to explain that task in the Instructions.
• Tools
  Agents perform work by giving them Tools. Templated Tools currently available are: Amazon S3; Atlassian Jira; Discord; DuckDB; GitHub; Google Calendar; Google Docs; Google Gmail; HubSpot; Hunter.io; Intuit Quickbooks; REST API; SMS; Salesforce; ServiceNow; Slack; Snowflake; and, YouTube.

Salesforce Data Analysis and Optimisation Plan

The Plan set out below provides an example of step-by-step instructions for analysing and optimising a Salesforce Org using Supercog AI Agent. As an integral part of our Licence and Services offer, we work with Salesforce partners and customers to identify and resolve data quality issues, remove redundancies, and reduce technical debt.

Prerequisites

• Salesforce Org access.
• Supercog AI Agent connection to Salesforce Org.
• Supercog AI Agent connection to .csv Reporting Tool.
• Salesforce Data Import Wizard access.
• Appropriate Salesforce User Permissions.

Phase 1: Initial Assessment and Planning

1.1 Generate Current State Report

• Field Usage Analysis Across All Objects.
• Duplicate Record Count by Object.
• Last Modified Date Analysis.
• Empty Field Analysis.
• Custom Field Inventory.

1.2 Review Data Quality Metrics

• Duplicate percentage by Object.
• Incomplete Record percentage.
• Data Accuracy Score.
• Field Utilisation Rates.

1.3 Create Data Optimising Plan

• Business Impact.
• Data Volume.
• Complexity of Fix.
• Dependencies.

Phase 2: Duplicate Management

2.1 Identify Duplicates

• Generate Duplicate Analysis.
• CopyAction: Run Duplicate Analysis.
• Objects: Account, Contact, Lead, Opportunity, Custom Objects (Specify).
• Matching Rules: Email, Phone, Account Name, Other (Specify).
• Output: Report of Potential Duplicates.
• Primary Record Identification.
• Related Record Count.
• Last Activity Dates.
• Record Completeness.

2.2 Prepare Merge Strategy

• Identify Master Records (usually Most Complete/Recent).
• List related Records to Merge.
• Note any Special Handling Requirements.

2.3 Execute Merge Process

• Create Backup of Affected Records.
• Use Data Import Wizard to process Merges.
• Upload prepared .CSV file.
• Map Fields correctly.
• Run in batches in say, 5,000 Records.
• Validate Results.

Phase 3: Field Cleanup

3.1 Field Usage Analysis

• Generate Field Usage report via Supercog.
• Last Used Date.
• Population Percentage.
• Reference in Processes/Flows.
• Report Usage.

3.2 Field Categorisation

• Tag Fields.
• Business Critical.
• Regulatory Required.
• Nice-to-Have.
• Deprecated.
• Unknown.

3.3 Field Consolidation

• Define Deprecated Fields.
• Document Current Usage.
• Plan Data Migration.
• Schedule Deletion.
• Update any Dependent Processes.

Phase 4: Data Standardisation

4.1 Identify Standardisation Needs

• Use Supercog to Analyse.
• Phone Number Formats.
• Address Structures.
• Company Name Variations.
• Industry Classifications.

4.2 Create Standardisation Rules

• Define Standard Formats.
• Phone Numbers.
• Addresses.
• Company (Account or Organisation) Names.
• Job Titles.
• Industry Values.

4.3 Apply Standards

• Generate Standardisation.
• Current Values.
• Future Values.
• Standardised Values.
• Record IDs.
• Use Data Import Wizard to Update Records.
• Validate Changes.

Phase 5: Technical Debt Reduction

5.1 Process Automation Review

• Create Supercog Inventory.
• Workflow Rules.
• Process Builders (If not Retired).
• Flow Definitions.
• Validation Rules
• Ongoing Supercog Instructions and Prompts.

5.2 Consolidation Planning

• Identify Key Elements.
• Redundant Processes.
• Unused Automations.
• Performance Impacts.
• Consolidation Initiatives.

5.3 Implementation

• Create Process Documentation.
• Build Consolidated Solutions.
• Test Thoroughly.
• Deploy Changes.
• Monitor for Impacts.

Phase 6: Maintenance and Monitoring

6.1 Establish Ongoing Monitoring

• Configure Alerts.
• New Duplicates.
• Data Quality Scores.
• Field Usage Changes.
• Process Performance.

6.2 Regular Maintenance Tasks

• Weekly and Monthly Reports.
• Review Data Quality Scores.
• Process New Duplicates.
• Validate Standardisation Rules.
• Field Usage Analysis.
• Process Performance Review.
• Technical Debt Assessment.

Applying Best Practices and Tips

For Business Users

• Always export Data before making mass changes.
• Use consistent Naming Conventions.
• Document business reasons for changes.
• Test changes with small batches first.
• Communicate changes to affected teams.

For Administrators

• Maintain backup of Deleted Fields/Processes.
• Use Salesforce Sandbox for Testing.
• Document Technical Dependencies.
• Monitor System Performance during updates.
• Build-in Validation Rules for new Standards.

Troubleshooting Common Issues

Data Import Errors

• Check Field Permissions.
• Verify Data Types match.
• Confirm Record Ownership.
• Review Required Fields.
• Validate External IDs.

Merge Conflicts

• Review related Records.
• Check Sharing Settings.
• Verify Field-level Security.
• Validate Workflow Triggers.
• Check Validation Rules.

Change Management

• Document all changes.
• Communicate with all stakeholders.
• Provide training as needed.
• Monitor User adoption.
• Gather feedback.
• Adjust processes based on feedback

Summary

Salesforce Data Analysis and Optimisation is an ongoing process, not a one-time project. Regular maintenance and monitoring are essential for long-term success.

The costs for Supercog are straightforward and you can purchase Licences and Services on our Store, using a credit card. If you book a free Discovery Workshop we can provide a confirmation of fixed-price Professional Services and number of Supercog Licence you will need.

Typically, the pricing model consists of one or more Supercog Licences assigned to each Admin. User per Salesforce Org at £600 ($800) as Annual Subscription Fees per User. Added to this is Professional Services required to create the Instructions and Prompts unique to your needs.

The Professional Services are charged at £220 ($290) per hour, where we engage senior consultants in fixed-price Engagements that typically range from 2 to 120 man-hours, so costs are typically, anywhere between £440 ($580) and £26,400 ($34,800) to deliver to you productised Supercog Salesforce Analysis and Optimisation AI Agents, tailored to your needs.

Many of our Prompts are pre-packaged with instant one-day onboarding!

As illustrated at the top of this post, future AI Agents include Tools to bring together Salesforce and other apps in automating everyday processes and tasks. This includes popular technologies, such as Google Workspace (G-Drive, Gmail, Docs, Sheets); Microsoft Office 365 (Outlook); Slack; and many more.

Reference

1. Keenan, V. (2024) SalesforceDevOps. https://salesforcedevops.net/