Get Ready for the Agentic Analytics Revolution on Salesforce
40%
$450bn
60%
Dashboards built outside the flow of work can't keep pace with agentic decision-making
For most organisations, analytics still means extracting data through ETL, rebuilding it in an external platform, and publishing dashboards that are already a day old by the time anyone looks at them. That model breaks down in the agentic era, where decisions are made, and actions taken, in the moment.
The traditional approach
- Data extracted via ETL and copied to a separate BI tool
- Dashboards built externally with up to a 24-hour data lag
- Insight lives away from where work actually happens
- Copying data out creates security and compliance risk
- Business context of the workflow is lost at the boundary
- Static reports answer yesterday's questions, not today's
Agentic analytics in the flow of work
- Analytics runs natively on the Salesforce platform — no data extraction
- Real-time, context-aware insight where decisions are made
- AI agents surface answers and recommended next steps proactively
- Salesforce permissions and governance enforced end-to-end
- Full business context preserved — meaning insight to action in one place
- Natural-language analytics in Slack, Microsoft Teams, CRM and everyday workflows
Agentic analytics, made trustworthy
Proventeq helps Salesforce customers turn the agentic analytics opportunity into a governed, production-ready capability. We bring together the four building blocks of the Salesforce data foundation — Tableau Next, Data 360, Informatica and Agentforce — into a single, secure analytics experience that lives inside the flow of work.
Crucially, we don't start with the agent. We start with the data. Establishing data readiness and governance with Data 360 and Informatica before enabling agentic analytics is the difference between a compelling demo and an enterprise capability your business can trust.
The semantic layer is the make-or-break
Gartner predicts that by 2028, 60% of agentic analytics projects relying solely on MCP will fail due to the lack of a consistent semantic layer.
The winners won't be those with the best model — they'll be the ones differentiating on semantic consistency, explainability, cost controls, and delegation frameworks, rather than model sophistication alone.” That is precisely where Proventeq focuses.
The semantic layer is becoming critical infrastructure
had implemented a semantic layer in 2025 — the foundation for trustworthy agentic analytics.44%
plan to implement one by 2027 — semantics is shifting from optional to non-negotiable.48%
are confident their data is actually governed — the gap that quietly derails agentic projects.14%
We get your semantics agent-ready — consistent, governed and portable
Our semantic layer readiness service makes “revenue,” “pipeline” and “churn” mean the same thing to every person and every agent. We design and validate the Tableau Semantics layer on Data 360, embed Informatica governance and lineage, and prove it against real business questions — so your agents reason from trusted meaning, not raw tables.
It is the difference between an agent that sounds intelligent and one your business can actually depend on.
From fragmented tables to trusted meaning
The Salesforce data foundation, delivered end-to-end
Tableau Next
Agentic analytics built on Salesforce. We embed personalised, context-aware insights and Tableau Agent directly into the flow of work — from CRM to Slack — so users and AI agents explore data, build visualisations and take action at the point of insight.
Data 360
The hyperscale, unified data layer underneath Tableau Next. We provision and configure Data 360 to unify structured, unstructured and metadata into governed, real-time context — enabling “data fluidity” so agents have the right context in the moment.
Informatica
Enterprise-grade governance, cataloguing and data integration. We apply data quality, lineage and stewardship so the semantic layer is consistent and trusted — the foundation that keeps agentic analytics accurate and auditable at scale.
Agentforce
The digital labour platform that powers analytics and visualisation agents. We enable and activate Agentforce to deliver proactive, “perceptive” insights — and surface those agents where people already work, natively in Slack and integrated into Microsoft Teams.
Tableau Semantics
The AI-infused semantic layer integrated with Data 360. We design and validate semantic models so “revenue,” “churn” and every business metric mean the same thing to every human and every agent — the single most important driver of trustworthy answers.
Governance & Access Control
Security and compliance built in, not bolted on. We ensure dashboards and agents respect Salesforce role-based access permissions and data governance — validated to 100% compliance in proof-of-concept testing.
Data readiness before agentic analytics
STEP 01
Unify
Ingest and unify CRM and external data into Data 360 with the right permission sets and connectors.
STEP 02
Govern
Apply Informatica governance, cataloguing and quality, and design a consistent Tableau Semantics layer.
STEP 03
Enable
Activate Agentforce analytics and visualisation agents with role-based access and compliance checks.
STEP 04
Act
Deliver Tableau Next insights and recommended actions in the flow of work — CRM, Slack and beyond.
Our service delivery model
Salesforce Forward Deployed Engineering — embedded in your business
Process optimisation, delivered shoulder to shoulder
For Bionical, our FDE resources embed within their business team to drive process optimisation improvements — replacing a manual, slow and limited reporting process with AI-generated, governed analytics. Working in daily collaboration with Bionical and the Salesforce and Agentforce product teams, we tighten the loop between insight, feedback and iteration.
The outcome is not just dashboards delivered, but a business process measurably improved — with the capability and knowledge transferred to the team that owns it.
Closer to the work, faster to value
Early on the curve — and shoulder to shoulder with Salesforce
Proventeq is already delivering agentic analytics on Salesforce, not just talking about it.
Bionical — Dashboards via AI, a Tableau Next proof of concept
Pharmaceutical services | Tableau Next · Data 360 · Agentforce
Bionical needed to move beyond a manual, slow and limited business-intelligence process. Proventeq delivered a proof of concept using Tableau Next to generate client dashboards faster — ingesting Salesforce CRM data into Data 360, activating Agentforce analytics and visualisation agents, and validating accuracy, governance and security against real operational needs.
- AI-generated dashboards reflecting core business needs — customers by country, unique physicians and sites, discontinuation rates and dosage delivered
- Accurate handling of complex custom Salesforce objects and operational, date-driven queries
- Governed access enforced — dashboards respecting Salesforce permissions, validated to 100% access-control compliance in test cases
- Delivered in close, daily collaboration with the Salesforce and Agentforce product teams
What the analysts are telling boardrooms
An inflection point
Gartner predicts 40% of enterprise applications will include task-specific AI agents by the end of 2026, up from less than 5% in 2025 — and that agentic AI could surpass $450 billion in software revenue by 2035.
Adoption is real
In Gartner's 2025 survey, 41% of organisations had deployed or were actively deploying AI agents, 54% were exploring goal-driven autonomous agents, and 79% of IT leaders expected significant productivity impact.
Governance decides the winners
Gartner's 2026 Market Guide for Agentic Analytics is clear: differentiation is shifting from model sophistication to semantic consistency, explainability and governance — exactly the foundations Data 360 and Informatica provide.
Turn the agentic shift into competitive advantage
Real-time, in context
Eliminate the 24-hour dashboard lag. Insights and recommended actions arrive in the flow of work — in CRM, in Slack, at the moment of decision.
Secure & governed
No data extraction, no shadow copies. Salesforce permissions, governance and lineage are enforced end-to-end, reducing security and compliance risk.
Trusted answers
A consistent semantic layer means every human and every agent works from the same definitions — accurate, explainable, auditable insight at scale.
Also from Proventeq — the Microsoft path
Salesforce Accelerator for Microsoft Fabric & Power BI Copilot
Many organisations rely on Salesforce for customer, sales and service data but hit the limits of in-platform reporting — fragmented reports, limited analytical depth and slow insight. This implementation-led accelerator harmonises Salesforce data in Microsoft Fabric and surfaces it through Copilot-enabled Power BI, so business users can ask natural-language questions and build the deep, Excel-ready analysis they need.
Ideal when you need to
A governed Salesforce analytics foundation on Fabric
A partner that's early, hands-on and Salesforce-aligned
Early-mover delivery experience
We're already delivering Tableau Next proofs of concept — including the Bionical engagement — giving customers real, proven experience rather than slideware.
Close to the Salesforce product team
We work hand in hand with the Salesforce and Agentforce product teams to bring the very latest agentic analytics innovations to our customers first.
Data & governance heritage
Over 15 years of data transformation, migration and governance expertise — the foundations that make agentic analytics trustworthy and production-ready.
If your business already runs on Salesforce, you're closer than you think. Let's get your data foundations ready — and put trusted, real-time, agentic analytics into the flow of your team's work.