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Vantage Accelerators · Discovery & POC · Data & Integration

Data Foundations Discovery & POC Accelerator

Get the data right before the AI: scorecard, architecture map, roadmap and a working POC

Complimentary discovery; POC as a trial or short engagement Three sessions over about four weeks, or four complimentary hours Vantage Point delivered

In one sentence

Complimentary data discovery for Salesforce teams: a data health scorecard, integration architecture map and 90-day roadmap, then a POC on your top data issue.

3modules: MuleSoft, Informatica, Data 360
4 hrscomplimentary hands-on variant
90-dayroadmap you keep

The problem it solves

AI agents fail on fragmented, duplicated data. Firms with custodial feeds, core banking systems, policy administration and years of acquisitions have no single trusted record, so Agentforce stalls on data readiness.

What Data Foundations Discovery & POC Accelerator is

Three structured 60-minute sessions, or a four-hour hands-on variant. We assess data quality, integration architecture and unified-profile readiness across three modules: MuleSoft (real-time integration and APIs), Informatica (data quality, MDM and governance) and Data 360 (identity resolution and activation). You keep a 12 to 15 page findings report, an independent readiness assessment, a phased roadmap and a working POC artifact: a deduplicated record set, a working API integration or a unified profile for one segment.

What is included

  • Data health scorecard
  • Integration architecture map and API reusability roadmap
  • MDM and golden-record strategy
  • Data 360 readiness assessment and identity-resolution plan
  • POC: connect one priority system, deduplicate one entity type or unify one segment
  • Phased 90-day roadmap

How it works

  1. Week 1: Discover & Prioritize
  2. Weeks 2-3: Assess & Quantify
  3. Week 4: Build & Activate the POC

Four-hour variant: one hour of discovery, three hours remediating the top issue, then the roadmap.

What you need

  • A Salesforce customer; MuleSoft, Informatica or Data 360 owned or under evaluation
  • Read access to the systems in scope and a data owner on your side

Where it has worked

Co-sold with the Salesforce Data Foundations financial-services specialist team since mid-2026. Vantage Point has delivered MuleSoft and core-banking integration programs for lenders and banks.

Frequently asked questions

Do we need to own MuleSoft or Informatica already?

No. The discovery tells you whether you need them; many fixes are Salesforce-native.

Is the POC free too?

Discovery is complimentary. The POC runs as a product trial or a short paid engagement, agreed before we start.

Last reviewed October 2, 2026 by the Vantage Point team. Salesforce, HubSpot, Agentforce, Claude and other product names belong to their owners. Browse all accelerators →