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Salesforce SIforce Services

Salesforce data, workflows, and governance wherever you work.

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What is Salesforce SIforce?

SIforce is Salesforce's live interface layer, bringing Salesforce data, business logic, and actions into the tools people and AI agents already use. This helps businesses connect their systems and put AI to work within existing workflows, addressing the challenges of moving AI from experimentation to production highlighted in Forrester's The State of Agentic AI in 2026.

While Agentforce builds and runs AI agents, SIforce connects Salesforce capabilities to the environments where those agents and employees work. LevelShift helps businesses implement SIforce, integrate Salesforce with existing tools, and build secure, AI-powered workflows that make everyday work more connected and efficient.

Salesforce technology and business operations

Four ways Salesforce shows up where you work

IN CLAUDE

Claudeforce

A prebuilt Salesforce MCP server with 37 ready-to-use sales skills for meeting prep, deal health and pipeline review.

Explore Claudeforce
IN SALESFORCE

Agentforce Coworker

An AI teammate built into Salesforce that works within the permissions your users already have.

ON ANY SURFACE

Headless Toolkit

MCPs, APIs, plug-ins and skills to build your own SIforce experience.

Talk to an architect

LevelShift helps businesses implement and customize these SIforce experiences, connecting Salesforce data, AI tools, and workflows to meet their specific business needs.

SIforce Beyond Claude and Slack

Take Salesforce beyond its ready-made experiences. With the Headless Toolkit, SIforce lets developers extend Salesforce data, workflows and actions into external AI assistants, agents and custom applications.

ChatGPT

HXL beta

Build Salesforce-connected AI experiences.

Google Gemini

Integration announced

Connect Salesforce with Gemini Enterprise.

Microsoft Teams

Broader roadmap

Extend Salesforce into collaboration environments.

Custom Applications

Developer-enabled

Build Salesforce-powered interfaces using MCPs and APIs.

LevelShift helps you design and build these connections through MCP integrations, APIs and reusable UI components, while preserving Salesforce permissions and business logic.

Availability varies by platform. HXL is in beta; Gemini integration and Microsoft Teams capabilities have separate release timelines.

SIforce in the platform

Where SIforce sits in the Salesforce platform

SIforce is the top layer. Underneath it, Agentforce runs the agents, Customer 360 holds your apps and workflows, and Data 360 brings your data together. Your AI results depend on every layer below the interface.

  1. 01

    SIforce

    Claudeforce, Slackforce, Coworker, Headless Toolkit

  2. 02

    Agentforce

    Job-ready agents (Piper, Hunter, Casey, Paige, Fin, Carter, Marshall) and your own

  3. 03

    Customer 360

    Sales, Service, Field, IT and HR Service, Marketing, Commerce, Revenue, Industries, Tableau, Supply Chain

  4. 04

    Data 360

    Informatica, MuleSoft, Agent Fabric, Tableau Knowledge, Metadata Platform

  5. 05

    Foundation

    Salesforce Guardian with zero data retention; models from Anthropic, AWS, Google, NVIDIA, OpenAI and Salesforce

What SIforce changes for your teams

Platform owners

Salesforce stops being only a destination and becomes a service other tools call. The decision is which data and actions to expose, and how to govern them.

CIOS, CTOS, ARCHITECTS

AI and innovation leaders

Agents need governed access to act, not just to answer. SIforce gives that access with Salesforce permissions intact.

AGENTIC STRATEGY OWNERS

Sales, service and digital teams

Work happens in Claude and Slack, with live Salesforce data and actions in reach and fewer app switches.

DAY-TO-DAY USERS

Governance travels with your data

SIforce extends Salesforce trust, security and governance to every surface where your data is used. That means your current setup decides what AI can see and do.

Data and context

Actions and workflows

Identity and permissions

Trust and governance

Agents inherit the access your users already have. Your sharing model becomes your AI access model, so review it before you switch anything on.

ALSO PART OF THE PLATFORM

Agentic Identity to manage agent access, Observability Center within Shield Event Monitoring, and Agent Evals out of the box.

How we get you SIforce-ready

  • SIforce Readiness Assessment

    A scored review of permissions, data, process, guardrails and measurement, with a prioritized plan.

    Best for: CIOs, CTOs, architects

  • Architecture and Solution Design

    API-first, governed design with the Headless Toolkit, keeping Salesforce logic in Salesforce.

    Best for: Enterprise and Salesforce architects

  • Claudeforce and Slackforce Enablement

    Setup, custom skills and rollout for Salesforce inside Claude and Slack.

    Best for: Sales, service and IT leaders

  • Agentforce and Data 360 Enablement

    Agents grounded in unified data, with governance and escalation rules built in.

    Best for: AI, innovation and CX teams

  • API and Integration Engineering

    MuleSoft, Informatica and event-driven integrations that connect Salesforce to the rest of your stack.

    Best for: IT and integration teams

  • Adoption, AIO and Managed Services

    Change management, usage and cost monitoring, and ongoing optimization after go-live.

    Best for: Enterprises running AI across teams

Why LevelShift

Cloud Consultants Icon

Salesforce partner since 2012

Cloud Enablement Services Icon

530+ projects delivered

Microsoft Azure Cloud Partner Icon

4.9 AppExchange rating, 170+ reviews

Forrester

Named in Forrester's Salesforce Consulting Services Landscape, Q4 2025

Our work across Agentforce, Data 360, Revenue Cloud and managed services is the foundation SIforce runs on.

FAQs

DemandBlue is now LevelShift

SIforce is Salesforce's live interface layer. It brings Salesforce data, workflows and governance into tools like Claude and Slack, and into Salesforce through Agentforce Coworker.
Agentforce is Salesforce's agent technology. SIforce is how Salesforce capabilities, agents included, reach the tools your teams already use.
They are the first SIforce experiences. Claudeforce brings Salesforce into Claude, Slackforce brings it into Slack, and Agentforce Coworker is an AI teammate inside Salesforce.
Salesforce's headless capabilities now sit within SIforce. The Headless Toolkit provides the MCPs, APIs, plug-ins and skills to build custom SIforce experiences.
Not for ready-made experiences such as Claudeforce, which work with minimal setup. The Headless Toolkit is for teams building their own experiences.
SIforce extends Salesforce trust, security and governance to every surface. Agents work within the permissions your users already have, so your sharing model decides what AI can see and do.
Most teams start with an SIforce Readiness Assessment: a scored review of permissions, data, process, guardrails and measurement, with a prioritized plan.

Let's find where SIforce fits your org

Start with a readiness assessment and leave with a plan your teams can act on.

Let's talk