Portfolio project
AI-assisted lead outreach integrated with Salesforce
- Agentforce
- Python
- API
Context
A manual approach to identifying and engaging leads limited how many qualified prospects the team could reach.
Challenge
Finding and engaging qualified leads by hand was slow and hard to scale, and it pulled time away from higher-value selling.
Constraints
AI needed clear human-review points and had to integrate cleanly with Salesforce rather than operate as a disconnected tool.
Role and responsibilities
Designed and built the outreach platform and its Salesforce integration end to end.
Discovery and requirements
Defined the qualification and outreach workflow, the data exchanged with Salesforce, and where human review belonged.
Solution architecture
Built a Python-based AI outreach platform integrated with Salesforce over REST APIs, with automated Agentforce workflows handling routine steps and humans reviewing key decisions.
Implementation
Implemented the integration, automation, and review checkpoints, then iterated on the workflow based on real usage.
Security and testing
Handled authentication and API access deliberately and kept humans in the loop for decisions that warranted judgment.
Outcome
Automated much of the lead qualification and outreach workflow, reducing manual effort and freeing the team for higher-value selling, with AI steps kept under clear human review.
Lessons and next steps
AI adds the most value when it augments a well-understood workflow with clear guardrails. Ongoing evaluation keeps quality high as volume grows.
Relevant service
AI-Powered Solutions
Apply AI and Agentforce where they improve decisions, service, or efficiency — with human review. Discovery workshop $750 fixed.
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