Salesforce Registered Consulting Partner
Sales Cloud · Service Cloud · Field Service

One connected front office

Win, support, and show up on-site.

RK Rivera implements Salesforce Sales Cloud, Service Cloud, and Field Service so your sales, support, and on-site teams work from one shared customer record — now with Agentforce AI across all three.

One front office, one record
1Sales CloudWin the customer
2Service CloudSupport every case
3Field ServiceGet the job done on-site
One connected front office

One customer, one record — sales, service, and field in sync.

Sales Cloud, Service Cloud, and Field Service run on the same Salesforce platform. A deal your reps close, a case your agents open, and a job your technicians complete all point to the same customer — so nothing gets lost in the handoffs between teams.

Sales Cloud

Turn leads into won deals with pipeline, forecasting, and guided selling.

Service Cloud

Resolve every case across any channel from one support workspace.

Field Service

Schedule, dispatch, and complete work on-site with a mobile workforce.

All on the Salesforce platform — one shared customer record across every team.
Sales Cloud

Give your reps a pipeline they can actually run.

We configure Sales Cloud around how your team really sells — leads, opportunities, forecasting, and mobile access, all on your existing Salesforce org.

Lead & Opportunity Management

Capture, route, and track leads and deals through stages your team defines.

Pipeline & Forecasting

Real-time pipeline visibility and forecasting so leaders can see what will close.

Guided Selling & Quoting

Standardize your sales process and quoting so every rep follows what works.

Mobile CRM

Full account history and note-taking on the phone — before and after the meeting.

Service Cloud

Resolve every case — on whatever channel it arrives.

We stand up a support workspace that unifies phone, email, chat, and self-service, with the customer's full history in one place.

Case Management

Every customer issue tracked, assigned, and escalated with a full audit trail.

Omni-Channel Routing

Route work to the right agent by skill, availability, and priority — automatically.

Knowledge & Self-Service

A searchable knowledge base and customer portal that deflect routine questions.

Automation & Macros

Automate repetitive steps and responses so agents spend time on real problems.

Field Service

Get the right technician to the right job — on time.

Built on Service Cloud, Field Service connects your dispatchers and mobile workforce so on-site work runs smoothly from schedule to sign-off.

Scheduling & Dispatch

Optimize appointments by skill, location, and time to cut travel and idle hours.

Mobile Workforce App

Technicians see their day, job details, and steps offline — right on their phone.

Work Orders & Assets

Track work orders and the assets they service, with history for every visit.

Inventory & Parts

Know what parts are on each truck and in each depot so jobs finish first time.

Agentforce AI

AI agents across your front office.

Salesforce now builds AI agents into Sales, Service, and Field Service — and surfaces them in Slack, where your teams already work. We help you turn them on where they add real value.

AI

Agentforce Sales

Autonomous help with lead generation, qualification, and pipeline follow-up.

AI

Agentforce Service

Self-service resolution and case deflection across your support channels.

AI

Agentforce Field Service

Agentic scheduling and smarter dispatch to keep technicians productive.

How Agentforce & Data Cloud work together

How we work

Phased, iterative delivery — live where it counts first.

We don't boil the ocean. We scope one cloud or one team's biggest pain, prove it in production, then connect the next — so you see value early and build on a foundation that holds.

01

Discover & scope

Map how your sales, service, and field teams work today, and agree on the first phase.

02

Design & configure

Model your processes on Salesforce — point-and-click first, code only when needed.

03

Deliver & validate

Ship in iterations and test against real deals, cases, and jobs before go-live.

04

Adopt & expand

Train your teams, hand over cleanly, and connect the next cloud as you grow.

Why RK Rivera

A partner who knows the platform and your customers.

One customer record across teams

Sales, service, and field service share one Salesforce platform, so nothing gets lost between them.

Start small, expand safely

A composable, phased approach — stand up one cloud, prove it, then connect the next.

Public sector and commercial depth

Registered Salesforce partner in San Juan, Puerto Rico, delivering for clients worldwide.

Built on Salesforce

One platform for the whole customer relationship.

From the first sales call to the last on-site repair, everything lives on the Salesforce platform — one customer record, enterprise-grade security, and AI built in.

SalesforceRegistered Consulting Partner

Let's scope your first phase.

Tell us where your sales, service, or field teams feel the friction, and we'll map a first phase that pays off quickly — then connect the rest.