Agentforce Expertise. Forged Over 17 Years of Salesforce.
We don't just deploy AI agents — we architect them on a foundation of deep Salesforce knowledge, production discipline, and nearly two decades of real-world delivery.
Who we are...
Funnelists is a boutique Salesforce consulting firm with an AI-first approach.
We design and deploy autonomous AI agents using Salesforce Agentforce — agents that qualify leads, nurture relationships, resolve issues, and accelerate revenue across your marketing, sales, and service operations.
Our approach: low-risk, high-impact implementations that align with your objectives and deliver fast time-to-value. We combine intelligent automation with human-AI collaboration — so your team stays in control while AI handles the busywork.
These aren't chatbots. They're digital workers that reason, plan, and act across your Salesforce data.
Delivery teams in the US and internationally. One point of contact: you talk to us.
Find your path
What are you working on?
Two quick questions, and we'll point you to the best place to start.
Why Funnelists?
We're not just AI consultants. We're Salesforce experts who've been in the trenches since 2008.
Salesforce DNA
Nearly two decades in the Salesforce ecosystem. 9 certifications. Agentforce Specialist. We've seen every era of the platform — and we build on that foundation every day.
AI-First Delivery
We don't just implement AI for our clients — we run on it. Proprietary AI agents power our delivery, so you get faster results at lower cost.
A Team That Scales
Principal-led engagements backed by a trusted partner network — including a Salesforce Summit Partner — built over 18 years of collaboration. Boutique attention. Enterprise capacity.
Meet funnAI
We don't just implement AI for clients — we build and run on it. funnAI is our growing product suite: one login, one data fabric, and Bring Your Own Key. Digital workers, not chatbots.
How We Deliver
A delivery model built for results — not headcount.
Senior Expertise on Every Engagement
The Funnelists Team doesn't hand you off to junior resources. Every engagement is led by a principal architect with 9 Salesforce certifications, Agentforce Specialist credentials, and nearly two decades of production delivery experience.
AI-Augmented Execution
We eat our own cooking. Our internal AI agents handle the heavy lifting — documentation, automation, testing, and monitoring — with a human always in the loop reviewing and overseeing every output. It's the same governance we build into our clients' solutions. The result: faster delivery, lower cost, and quality you can trust.
A Trusted Network Built Over 18 Years
When your project calls for additional development, QA, integration, or managed services capacity, we draw on long-standing delivery partnerships — including a Salesforce Summit Partner with 2,000+ certified professionals. These aren't vendor relationships. They're collaborations built over nearly two decades of working together in the Salesforce ecosystem.
Boutique attention. Enterprise-grade delivery. A team that scales with your project — not your invoice.
Latest Insights
Expert perspectives for Salesforce leaders.
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What Is a BYO Key AI Portal, and Why Do IT and Security Buyers in Financial Services Want One?
A BYO Key AI portal runs its assistant on your own LLM provider key, so your company picks the model, pays for inference directly, and works under its own contract. Here is why IT and security buyers at financial services firms ask for one.
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What Does a Salesforce AI Agent Architecture Look Like for a Head of Salesforce Running Service Cloud?
A Salesforce AI agent architecture has five layers: data and permissions, runtime, tools, channels, and oversight. A Head of Salesforce running Service Cloud should decide them in that order, starting with what the agent may see and do.
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