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Frequently asked questions

Straight answers before we start.

Salesforce, Agentforce, security and delivery, explained without the sales layer. If your question is not here, ask an architect.

01

Working with us

What does Advension help organisations with?

We architect, build, test and secure Salesforce and Agentforce. That includes solution architecture, technical implementation, integrations, custom applications, platform assessments, quality assurance and product ownership.

What kinds of organisations do you work with?

We work with growing companies and established enterprises, particularly in banking, insurance and healthcare. Our work is a good fit when reliability, security and a clear line between business decisions and technical delivery matter.

Where do you work?

We are based in Copenhagen and work with organisations across Denmark, the Nordics and Europe. We combine remote work with on-site collaboration when the engagement benefits from it.

Can you work with our internal team or current partners?

Yes. We can lead an engagement or work alongside your internal team and existing partners. We define responsibilities, decisions and hand-offs early so the work does not disappear into gaps between suppliers.

What happens in the first conversation?

Your first conversation is free and with an architect. We ask about the decision you are trying to make, the org you have today and the constraints that matter. You do not need a polished brief, and the conversation does not commit you to a project.

02

Salesforce

Is Advension a Salesforce partner?

Yes. Advension is a Salesforce Consulting Partner and an AppExchange ISV Partner. Our team holds certifications across architecture, integration, application development, security and privacy.

Which Salesforce products do you work with?

Our work spans Sales Cloud, Service Cloud, Financial Services Cloud, Experience Cloud, Marketing Cloud, Account Engagement and Agentforce. We recommend products only after the process, data and security requirements are understood.

Can you improve an existing Salesforce org?

Yes. Much of our work starts with an org that has years of configuration, integrations and technical debt behind it. We assess what is sound, what is fragile and what should change, then turn the findings into a prioritised plan.

Can you integrate Salesforce with our other systems?

Yes. We design and build integrations between Salesforce and business-critical platforms, including finance systems, marketing platforms, collaboration tools, legacy applications and custom services. The design covers ownership, failure handling, monitoring and security, not only the connection itself.

Can you build custom applications on Salesforce?

Yes. When configuration is not enough, we design and build Salesforce applications using Apex, Lightning Web Components, Flow and the wider platform. We also publish our own Salesforce-native product, so maintainability and release discipline are concerns we live with ourselves.

How do you support Salesforce adoption?

Adoption starts with how people actually work. We involve users, simplify the process where we can, test the experience and leave behind useful documentation. A technically correct platform has failed if people work around it.

03

Agentforce

What is Agentic AI?

Agentic AI describes systems that can pursue a defined goal, use approved data and tools, take actions within clear limits and report what happened. The important difference is agency: an agent can act, so permissions, evaluation and human oversight must be designed into the solution.

How can Agentforce support our organisation?

Agentforce can support repeated work across sales, service and internal operations. Useful examples include preparing a case response, finding trusted context, updating approved records or routing an exception. We start with one bounded job whose value and failure conditions can be measured.

How do we know whether we are ready for AI agents?

You need a clear job to improve, data the agent can trust, boundaries it cannot cross and a way to prove that it works. If one of those is missing, the right next step may be to strengthen the foundation before building the agent.

Will AI agents replace our employees?

Our work focuses on removing repetitive machine work while keeping judgement and accountability with people. Every use case should define what the agent may do, when approval is required and when the work must be handed to a person.

How do you address AI security and governance?

We design around least-privilege access, trusted sources, approved actions, test cases, monitoring, escalation and human oversight. The controls depend on the use case, the sensitivity of the data and the consequences of a wrong action.

04

Delivery

How does an engagement begin?

We begin by understanding the business decision, current state, users, constraints and evidence already available. From there we define the scope, success criteria, risks and the smallest useful next step. Sometimes that is an assessment, sometimes a design, and sometimes it is a direct implementation.

What are Discover, Define and Design?

Discover establishes the current state and the problem. Define turns that into requirements, risks and success criteria. Design produces the solution architecture and delivery plan. Each stage ends in something you keep, so the reasoning does not vanish when the meeting ends.

How long does an implementation take?

It depends on the scope, data, integrations, security requirements and availability of decision-makers. After discovery we provide a plan with phases, dependencies and milestones. Where possible, we deliver in smaller increments so evidence arrives before the whole budget is committed.

How do you manage scope and delivery risk?

We make outcomes, assumptions, dependencies, responsibilities and acceptance criteria explicit. Risks and important decisions are recorded throughout the engagement. That gives everyone a shared view of what changed, why it changed and what it means for delivery.

Can you take over a project that is already in progress?

Yes. We review the current solution, delivery status, documentation, risks and open decisions, then recommend whether to continue, stabilise or redesign. The first priority is to establish an evidence-based view of the project, not to defend or criticise the work that came before.

How do you ensure quality?

Quality is part of architecture, implementation, review and release. Depending on the engagement, that includes requirements validation, code and configuration review, automated and manual testing, security checks, defect management and release readiness.

05

Security and support

Can you assess the security of our Salesforce org?

Yes. A focused review can answer one defined access or security question. The full assessment screens one org across experience, engineering and security, then investigates up to three agreed priorities in depth. We rank other observed risks and recommend further work where needed. Findings from the agreed investigations include the evidence your team needs to act.

What is a Salesforce org assessment?

It is an independent read of the org you already have. A focused review answers one agreed question with written findings. The full assessment screens one org across experience, engineering and security, investigates up to three agreed priorities in depth, then provides an executive summary, evidence-backed findings and a prioritised plan. Other observed risks are ranked for follow-up.

How do you protect sensitive data?

We apply least-privilege access, secure integration patterns, appropriate environment controls and data minimisation throughout the solution lifecycle. The design is aligned with your policies, risk model and regulatory obligations rather than a generic checklist.

Can you support us after implementation?

Yes. We can continue with monitoring, maintenance, platform improvements, quality assurance, technical leadership and product ownership. The support model should complement the capabilities you already have rather than create unnecessary dependence.

Can we start with an assessment before committing to a larger project?

Yes. An assessment is often the best first step when the symptoms are clear but the cause or priority is not. It gives you an independent view, a practical sequence of work and enough evidence to decide what to fund next.

What should we prepare before contacting you?

Nothing formal. Tell us what is slow, risky or difficult, who it affects, which systems are involved and what a better outcome would look like. If there is existing documentation, we can look at it later.

Still unclear?

Ask the question in your own words.

No prepared brief is required. Tell us what is slow, risky or difficult and an architect will tell you what we would look at first.