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About Clavera AI

Clavera AI evaluates Salesforce environments to determine whether they are prepared for AI agents such as Salesforce Agentforce. The tool performs a read-only inventory of objects, fields, automations, permissions, and data quality within an org, mapping potential risks and over-privileged access paths. It grades findings to prioritize remediation before an agent is deployed. Once readiness is confirmed, Clavera implements a validation layer that checks every agent action against predefined rules before changes are written to records. This deterministic control ensures no unverified changes reach the org. The service also monitors ongoing org drift to maintain alignment as the environment evolves. Engagements are delivered at fixed fees with full ownership of the delivered systems.

Key features

  • Org-wide object and field inventory
  • Automation blast-radius mapping
  • Permission audit and over-privilege detection
  • Data-quality profiling
  • Deterministic validation layer for agent actions
  • Readiness grading and risk prioritization
  • Ongoing org drift monitoring
  • Cost forecasting for Agentforce usage

Use cases

  • Assessing Salesforce org readiness for AI agents
  • Auditing permissions and automations before deploying Agentforce
  • Enforcing deterministic controls to prevent unverified changes

Pros

  • Read-only org analysis without altering data
  • Deterministic validation layer for agent actions
  • Fixed-fee engagements with clear scope
  • Permission audit and risk mapping
  • Ongoing drift monitoring

Cons

  • No free tier beyond a sample diagnostic
  • Limited to Salesforce environments
  • Requires fixed-fee engagement for full functionality
  • No self-service deployment

Frequently asked questions about Clavera AI

What does Clavera AI do?

Clavera AI evaluates Salesforce environments to determine their readiness for AI agents like Salesforce Agentforce by performing a read-only inventory of objects, fields, automations, permissions, and data quality. It maps risks, over-privileged access paths, and grades findings to prioritize remediation before deploying an agent.

Who should use Clavera AI?

Clavera AI is designed for Salesforce administrators, IT teams, and organizations planning to deploy AI agents such as Salesforce Agentforce. It is particularly useful for those concerned about data security, compliance, and the potential risks of AI agents acting on their Salesforce org.

How does Clavera AI ensure agent actions are safe?

Clavera AI implements a validation layer that checks every agent action against predefined rules before changes are written to records. This deterministic control ensures no unverified changes reach the org, providing a system of control over AI agent actions.

Does Clavera AI monitor Salesforce environments after agent deployment?

Yes, Clavera AI offers ongoing monitoring through its Org Drift Watch feature, which keeps the agent aligned with the evolving Salesforce environment and catches drift before it impacts the agent.

What is the pricing model for Clavera AI?

Clavera AI engagements are delivered at fixed fees, with the cost determined by the scope of the engagement rather than hourly rates. The pricing structure is designed to provide transparency and predictability for organizations.

How can I get started with Clavera AI?

To get started, you can initiate a conversation with Clavera AI to discuss your Salesforce org's readiness for AI agents. The process typically begins with an Agent-Readiness X-Ray, a read-only review of your org, followed by remediation and deployment phases if needed.

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