Salesforce Analytics Enrichment Using Open-Source AI (Alternative to Agentforce)
Client -
Auto Parts Manufacturing Company (USA)
Industry - Manufacturing · Automotive Supply Chain · Enterprise CRM
Background
The client operates a complex Salesforce ecosystem supporting sales operations, forecasting, dealer relationships, and performance reporting across multiple regions. While Salesforce was the system of record, decision-makers faced three persistent challenges:
Analytics were slow, fragmented, and heavily dependent on manual reports
Business users struggled with Salesforce’s data complexity and black-box dashboards
Existing AI solutions such as Agentforce were costly, rigid, and lacked transparency
The leadership team needed clear, real-time insights without increasing Salesforce licensing overhead or exposing sensitive CRM logic to end users.
The Challenge
Complex Salesforce Data
Data was spread across multiple objects, APIs, and custom fields, making it difficult for non-technical teams to extract insights quickly.Manual Reporting Overhead
Analysts spent hours generating reports that were outdated by the time leadership reviewed them.Limited Flexibility with Native AI Tools
Agentforce and similar solutions acted as black boxes—hard to customize, expensive at scale, and constrained by Salesforce’s ecosystem.Need for a Secure External Analytics Portal
The client required a clean, client-facing dashboard without giving direct Salesforce access.
Gagstek’s Solution
Gagstek designed and implemented a Salesforce Analytics Enrichment Platform powered by open-source AI and modern web technologies, serving as a flexible alternative to Agentforce.
Core Architecture
Secure Data Bridge
A custom technical engine pulls structured and unstructured data from Salesforce via APIs, transforms it, and normalizes it for analysis.AI-Driven Insight Layer
Instead of static dashboards, AI agents analyze trends, anomalies, and patterns, presenting insights in human-readable language.Custom Client Portal
A standalone web dashboard delivers real-time analytics without exposing Salesforce internals.
Technology Stack
Frontend: Next.js
Backend: Express.js
Database: PostgreSQL
AI Framework: LangChain
AI Models: OpenAI
Vector Database: Pinecone
This modular architecture ensured scalability, transparency, and vendor independence.
Key Capabilities Delivered
Real-Time Salesforce Analytics
Live insights without manual report generation.Explainable AI
Every metric and insight can be traced back to source data—no black-box outputs.Role-Based Dashboards
Executives, operations managers, and analysts see only what’s relevant to them.Reduced Salesforce Load
Heavy analytics processing runs outside Salesforce, improving system performance.Cost Efficiency
Open-source AI reduced long-term licensing and per-user costs compared to Agentforce.
Business Impact
80% reduction in manual reporting time
Faster decision-making with real-time insights
Improved leadership confidence through transparent analytics
Lower AI operational costs compared to native Salesforce AI tools
Higher adoption by non-technical stakeholders
Extended Use Cases Enabled
The same platform architecture is now adaptable across industries:
Franchise Management
Headquarters can share performance metrics securely with franchise owners—without exposing core systems.
Investor Relations
Replace static investor PDFs with live dashboards showing real-time growth and ROI.
Supply Chain Visibility
Suppliers track inventory and shipments in real time via ERP-connected vendor portals.
Why This Matters
This case study demonstrates how open-source AI, when engineered correctly, can outperform proprietary AI platforms—offering:
More control
Greater transparency
Lower cost
Better long-term scalability
Client Testimonial
“With Gagstek’s solution, we moved away from static reports to live, AI-driven analytics. The platform gave us clarity, speed, and transparency without the cost or rigidity of native Salesforce AI tools. It’s now a foundation we can extend to other business units.”