10x Salesforce delivery with Knowvation
Get more Salesforce work done.
Knowvation is a team of specialized AI agents (Business Analyst, Architect, Developer and QA Engineer) that picks up Salesforce tickets from Jira, Linear, Salesforce or Targetprocess and works each one from requirements to Salesforce deployment and pull request.
Now onboarding a limited number of early-access teams.
- Runs in your cloud
- Works with the tools you already use
- Human approval at the gates that matter
- Everything logged
Should "manager" mean the opportunity owner's manager, or the sales director?
Powering the agentic Salesforce delivery lifecycle
The best Salesforce teams run delivery as a repeatable loop: analyze, design, build, test, deploy, and learn from each cycle. The best agentic delivery teams are no different.
With Knowvation, a team of AI agents (Business Analyst, Architect, Developer and QA Engineer) works alongside your people. Humans stay in the loop and approve at the decision gates that matter.
Work comes in
- User story and acceptance criteria
- Q&A, back/forth in the ticket
- Solution design
- Prototype in sandbox
- Config, low-code, code
- Build in sandbox
- Agent browser use
- Apex tests
- Salesforce deployment
- Pull request
- Learn from every ticket
- Create/modify skills as needed
Work is delivered
Agentic delivery team
in plain view
Trusted agentic delivery means transparency and auditability from the ground up. It means humans in the loop. Nothing happens out of sight.
All agent activity and context is logged, including searches, API calls, conversations (with people and other agents) and decisions. Humans stay in control, reviewing decisions, agentic logic, and deployments.
See what every agent is doing, as it happens
Agents work in the open. Each ticket's live activity feed shows the reasoning behind every step, every action taken, and every exchange between agents. Watch in real time, jump in with direction, or check back later. The full record is kept either way.
- Live thinking. Observe an agent's reasoning and actions while it works.
- Agents talk it through. BA, Architect, Dev, QA work as a team, collaborating back and forth to design, build, and test an optimal solution.
- Step in any time. @mentions provide near real-time context to the agentic team. The working agent will read it on its next turn.
Is the 20% before or after the partner discount already on the quote?
After. The ticket's second comment says so, and the example quote confirms it.
An approval step on Opportunity keeps this declarative. A validation rule alone can't route to the manager
Tested on screen, as your users will see it.
Agents use real browsers to test and confirm the user experience in your Salesforce sandbox, interacting with everything just as a human would, from screen flows and page layouts to toast messages. Every browser-use session is recorded and key moments are indexed by the agent. You can always see what was tested and what happened from the agents' point of view.
- The right users. The right permissions. Agents create test users or sign in as existing ones to verify the user experience.
- Video proof. Videos, screenshots, and timestamped steps.
- Watch it live. Open the agent's browser in a side panel to follow along.
- Legal request with no note: the flow asks for onePassed
- Phone, Customer asked: the changes are listed first
- Confirm: "This contact won't be emailed or called."Passed
A work summary packet from every agent, for every ticket
Every agent documents its work, including context, decisions, considerations, what was recommended or built, open questions, and more.
- Documentation isn't an afterthought. Accurate documentation, at speed, at scale.
- Configurable documentation. You choose what matters to your team and your process. Documentation packets are configurable by agent persona, including document layout, headings, required sections, and more.
- Nothing to chase. Work summary packets are available in Knowvation, and attached to each ticket in your ticketing system.
- Proof, not promises. QA and Developer packets link to the video and screenshots of their browser checks.
Discount approval over 20%
- Problem. Discounts above 20% close without a manager seeing them.
- Recommendation. An approval step on Opportunity, sent to the owner's manager.
- Alternatives. A validation rule that blocks the save; a manual review report.
- Why this one. Keeps deals moving, with a record of who approved what.
- Benefit. Lower risk, no code to maintain.
Agents that get better at Salesforce
Skills capture the know-how an experienced Salesforce professional carries in their head: the right steps, the known limits, mistakes to avoid, and so on. Agents find the relevant skills for the task in front of them and read them before they act.
- Bring your own. Add any GitHub repository of skills.
- Learning built in. Your single-tenant instance of Knowvation monitors your agent activity. Frequent agent missteps will be addressed with dynamically created skills, unique to you and how your company uses Salesforce.
- Smarter agents. Over time, as unique skills are added to your Knowvation instance, your agents become better aligned with how you work and use Salesforce.
platform-validation-rule-generateSalesforce · how to write a validation rule Salesforce acceptskv-deploy-limitsKnowvation · limits that have refused real deployskv-flow-deleteKnowvation · deleting a Flow and every version of itplatform-validation-rule-generate. Read it before deploying.Know what every ticket costs
No surprise bills. Set spend limits per ticket and per agent. The Knowvation platform enforces your spend controls, and gives you granular token and spend estimates (including human effort estimates) for each ticket, for each agent. You'll know exactly what you are spending to deliver work.
- Limits per ticket and per agent.
- Cost per ticket and per agent.
- Human effort estimation.
- Tokens and dollars.
Your standards, your way of working
The Knowvation platform works out of the box, tailored to Salesforce development. But it was also built from the ground up with flexibility in mind. No two teams are exactly the same, customization is supported by design.
- Delivery mode. The Knowvation platform can run in multiple modes to match where your team is comfortable with agentic delivery, from fully agentic delivery to humans reviewing and approving solutions before the agents implement them.
- Agent personas. Each agent has a persona you can edit: instructions, model selection, and what it's allowed to do.
- Shared context. Shared context can be created and assigned across agent personas to define and enforce your team's unique standards and ways of working.
Agentic delivery platform
on your cloud
The Knowvation platform is delivered as a single-tenant application and runs natively on your cloud (Azure, AWS, Google Cloud). You control everything. Your resources, your secret store, your data, your model provider, and your version control.
Model provider
Infrastructure
Ticketing system
Version control
Security and controls for enterprise teams
Your infrastructure
- Single-tenant, in your own cloud subscription
- Installed as a managed application from the cloud marketplace
- Optional private network, fixed IP for your allowlists
Identity and access
- Single sign-on with your company accounts
- Admin and Member roles
- You control vendor support access
Questions buyers ask
What is Knowvation?
Knowvation is an agentic delivery platform for Salesforce. A team of AI agents (Business Analyst, Architect, Developer and QA Engineer) picks up tickets from Jira, Linear, Salesforce or Targetprocess and works them from requirements to deployment. Agents document assumptions and decisions as they go. People approve at the decision gates that matter. The Knowvation platform runs as a single-tenant application in your own cloud. No shared anything. One customer, one instance of Knowvation.
How does Knowvation work with Jira?
The agents pick up tickets from your Jira project. The Business Analyst asks clarifying questions in the ticket and writes acceptance criteria, the Architect designs the solution, the Developer builds it in a sandbox, and the QA Engineer tests it. Agents document throughout the process. The agents finish with a Salesforce deployment and pull request. Each agent attaches a work summary packet to the ticket. How Knowvation works with Jira
What do the Business Analyst and Architect agents do?
The Business Analyst agent works to understand the requirements, and collaborates with your team to establish a deep understanding of what problem(s) need to be solved, and for whom. The Architect agent designs the solution, prototypes it in a sandbox, and documents and justifies its recommendation, also addressing the alternatives it considered. The two talk it through with each other, and your team. You can follow along live and through ticket comments.
Does our data leave our cloud?
Everything stays on your cloud, by design. The Knowvation platform is installed as a single-tenant application in your Azure, AWS or Google Cloud subscription, straight from the cloud marketplace. Your data, your secrets and your code stay in resources you control, and the agents use the model provider you choose. A private network and a fixed IP for your allowlists are optional. Security and where Knowvation runs
Which AI models does Knowvation use?
You choose. Knowvation works with Claude, OpenAI and Gemini models through Microsoft Foundry, Amazon Bedrock or Google Vertex AI. Direct connection with the model providers is also supported. Model selection is part of each agent's persona, so different agents can use different models.
How do we control what the agents cost?
While your cost will vary based on the complexity of work you assign to the agents, set spend limits per ticket and per agent and the platform enforces them. For every ticket you see tokens and dollars by agent. And for reference, you'll see cost next to an estimate of the human effort the same work would take. Spend controls
Can people review the work before it ships?
Yes. Knowvation runs in the mode your team is comfortable with, from fully agentic delivery to a human approving each solution before the agents build it. Every search, API call, conversation and decision is logged, and anyone can step in with an @mention while the agents work.
How do the agents test what they build?
Agents create Apex unit tests, and they also click-test in a real browser in your sandbox, navigating around Salesforce just as any other user would. They are able to test screen flows, page layouts, Lightning pages, toast messages, and so on. Every browser session is recorded, and key moments are timestamped and indexed for transparency. Browser testing
What Salesforce work can the agents deliver?
If it can be done with the native Salesforce APIs, Knowvation's agents can do it. No-code, low-code, code, flows, validation rules, approval processes and much more, including Agentforce configuration. Agents build and test in sandbox and deploy to other sandboxes, Developer Edition orgs, or scratch orgs. Finally, a pull request is opened in GitHub or Bitbucket.
How is Knowvation different from Agentforce?
Agentforce is Salesforce's platform for AI agents that work inside Salesforce for your employees and customers. Knowvation is for the ongoing work of maintaining, building and changing your Salesforce org: its agents do the delivery work on your tickets, from analysis and design to build, test and deployment.
How do we get started?
Knowvation is onboarding a limited number of early-access teams. Request early access, or book a demo to see it work a ticket.
Ready for 10x Salesforce delivery?
Get more Salesforce work done. Our specialized agents will help your team scale.
Now onboarding a limited number of early-access teams.