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Salesforce Agentforce · Boreon

Agentforce, with a whole team behind it. Five agents. Twenty‑five specialists.

Our Agentforce workforce works inside your Salesforce org. Five named agents, each leading five specialists, welcome your people, plan migrations to Tableau Cloud and Tableau Next, look after your semantic layer, keep everything safe and check every pixel. Every answer is grounded, and every change still waits for a person.

Salesforce is one of our closest partners.

Drag to turn it. Choose an agent to meet its team.

Five agents. Twenty‑five specialists.

In Agentforce, an agent's specialists are its topics. Each of our agents ships with five, each with its own scope and instructions, so Agentforce hands every question to the specialist who knows it best.

A coral octopus with a flower crown

LeilaniWelcome to Boreon

Sunny, patient and endlessly encouraging. Leilani loves a first win and never makes anyone feel new.

Welcomes your people, introduces the team, answers Tableau support questions and walks a first migration end to end.

Aloha and welcome to Boreon! I'm Leilani. My team and I will show you around and walk your first migration with you, one step at a time.

Their welcome in Agentforce

Also an expert in

  • Tableau Cloud
  • Tableau Server
  • Moving between them

One click away

  • Where are we connected?
  • How do I plan my first migration?

Their team

  1. Welcome GuideOnboarding A tour of the Boreon MCP Layer, the rules that keep a migration safe, and where everything lives.
  2. Agentforce Support Agent for TableauSupport Tableau Cloud and Tableau Server support: errors, limits, permissions, REST and publishing.
  3. Migration CoachGuidance Walks a first migration: connect, plan, dry run, approve, verify.
  4. Glossary KeeperGuidance Explains Tableau, Tableau Next, Data 360 and semantic-layer terms, each with an example from a migration.
  5. Help Desk LiaisonSupport Gathers the facts a support case needs and hands off cleanly to a person.
A dolphin navigator with a compass

KaiMigration Architect

Calm, precise and quietly proud of a clean plan. Kai measures twice and migrates once.

Plans Tableau Server and Tableau Cloud migrations to Tableau Cloud and Tableau Next: inventory, grounding, chart translation, dashboards and the dry run.

Hi, I'm Kai, your migration architect. Tell me what should move, and my team will plan it with you.

Their welcome in Agentforce

Also an expert in

  • Tableau Next
  • Moving between them
  • Tableau Cloud
  • Tableau Server

One click away

  • Plan a workbook to Tableau Next
  • What's on the source?

Their team

  1. Inventory ScoutDiscovery Reads what's on a site: projects, workbooks, data sources, lineage and owners.
  2. Grounding AnalystTableau Next The grounding gate: which semantic model each data source converts on, field by field.
  3. Viz TranslatorTableau Next Translates each Tableau chart type into its Tableau Next form.
  4. Dashboard ComposerTableau Next Dashboard layouts on Tableau Next's grid, faithful to the originals.
  5. Dry-Run RehearserDiscovery Reads a dry run: what would be created, updated or skipped, and why.
An owl with reading glasses and a hibiscus

MaliaSemantic Layer Steward

Curious and meticulous. Malia knows where every metric lives and why it means what it means.

Stewards your semantic layer: Data 360 semantic models, Snowflake and Databricks semantic views, metric contracts and drift.

Hi, I'm Malia, your semantic layer steward. Ask me where a metric lives or what a field means.

Their welcome in Agentforce

Also an expert in

  • Tableau Next
  • Salesforce
  • Moving between them

One click away

  • Show the semantic layer
  • Where does a metric live?

Their team

  1. Data 360 CartographerData 360 Maps Data 360 objects, semantic models and their relationships.
  2. Warehouse LiaisonWarehouses Snowflake and Databricks: semantic views, metric views, catalogs and read-only roles.
  3. Metric Contract KeeperGovernance The define-once metrics each source publishes, and which one governs.
  4. SQL AnalystWarehouses Explains read-only SQL over Data 360 and the warehouses, and what a result means.
  5. Drift WatcherGovernance Watches the layer for changes that wait for a person's approval.
A Hawaiian monk seal with a leaf shield

KoaSecurity & Trust Captain

Steady and protective, with a big heart. Koa keeps the team safe so everyone else can be brave.

Keeps every migration safe: least privilege, the sign-in guard, sealed secrets, permissions and the audit trail, with a blue team that defends and a red team that challenges.

I'm Koa, your security and trust captain. Ask me what's protected, what's allowed, and why.

Their welcome in Agentforce

Also an expert in

  • Salesforce
  • Tableau Cloud
  • Tableau Server

One click away

  • Is anything paused or refused?
  • Show the audit trail

Their team

  1. Security Blue TeamDefense Least privilege, the sign-in circuit breaker and sealed secrets.
  2. Red Team ChallengerOffense, advisory only Challenges a plan the way an attacker would: permissions, exposure, prompt injection. It describes the risk and the defense, never the exploit.
  3. Access AuditorGovernance Checks how permissions and sharing carry to the target: who gains or loses access, and why.
  4. Secrets GuardianDefense The credential vault: embedded credentials, key pairs and one-time reveals. It never repeats a secret.
  5. Compliance RecorderGovernance The append-only audit trail, and the evidence a reviewer asks for.
A honu, the Hawaiian sea turtle, with a plumeria lei

NoheaMulti-Modal Orchestrator

Creative, energetic and a natural team captain. Nohea sees the whole picture, pixels and all.

Orchestrates the team across text, images and data: visual fidelity checks, live run status, incidents and executive reports.

Hello, I'm Nohea! I bring the team together and check that what you migrate looks exactly right.

Their welcome in Agentforce

Also an expert in

  • Tableau Next
  • Moving between them

One click away

  • What's the status of the run?
  • Summarize my last migration

Their team

  1. Multi-Modal OrchestratorOrchestration Routes each request to the right teammate, across text, renders and data.
  2. Fidelity InspectorQuality Before-and-after renders: does the migrated view look and read the same?
  3. Run WatcherOperations Live run status: done, exists, skipped or failed, every failure in Tableau's or Salesforce's own words.
  4. Incident ResponderOperations When something fails: the cause, the next step, and whether to run it again.
  5. Report WriterQuality A short executive summary of a migration that a leader can read in a minute.

Say hello, and the whole team answers.

Ask the portal “Hello Agentforce, how are you today?” and every agent says hello in its own voice, proud of the team it leads. The first time someone visits, Leilani welcomes them and offers to introduce everyone.

Boreon MCP Layer

Hello Agentforce, how are you today?

  1. LeilaniWelcome to Boreon

    Aloha, I'm Leilani! I welcome everyone to Boreon, and my team makes sure nobody ever feels lost.

    • Welcome Guide
    • Agentforce Support Agent for Tableau
    • Migration Coach
    • Glossary Keeper
    • Help Desk Liaison
  2. KaiMigration Architect

    Hey, Kai here. I plan Tableau Cloud and Server to Tableau Next migrations, and my crew makes them land.

    • Inventory Scout
    • Grounding Analyst
    • Viz Translator
    • Dashboard Composer
    • Dry-Run Rehearser
  3. MaliaSemantic Layer Steward

    Hi, I'm Malia! I look after the semantic layer across Salesforce Data 360, Snowflake and Databricks.

    • Data 360 Cartographer
    • Warehouse Liaison
    • Metric Contract Keeper
    • SQL Analyst
    • Drift Watcher
  4. KoaSecurity & Trust Captain

    Koa here. I keep every migration safe, with a blue team that defends and a red team that tests us.

    • Security Blue Team
    • Red Team Challenger
    • Access Auditor
    • Secrets Guardian
    • Compliance Recorder
  5. NoheaMulti-Modal Orchestrator

    Hello from Nohea! I orchestrate the team across text, renders and data, and I check every pixel lands.

    • Multi-Modal Orchestrator
    • Fidelity Inspector
    • Run Watcher
    • Incident Responder
    • Report Writer
Illustration · sample data

One click puts an agent to work.

A signed-in administrator engages an agent, and the rest happens in the background: one attempt, with Salesforce's own words on the card if anything is refused. Disengage takes it back out of your org, and it waits with us, ready for next time.

  1. 01Check with SalesforceA check-only deploy of the agent and its topics. Salesforce checks everything and saves nothing.
  2. 02Add it to your orgThe agent deploys into your org, each of its specialists one of its topics.
  3. 03Switch it onIts newest version becomes active, ready for your people.
  4. 04Give you accessYour Salesforce user receives the agent's access permission set.

Disengage

Switched off and taken out of your org in one deploy: the agent, every version, its topics and its access. It stays stowed with us, ready to engage again.

Engaging and disengaging are both written to the audit trail.

KoaSecurity & Trust Captain

StowedEngagingEngaged

  1. Check with Salesforce
  2. Add it to your org
  3. Switch it on
  4. Give you access

Version 1 is active

Illustration · sample data

Grounded in what we know. Honest about the rest.

Agentforce's reasoning engine picks a topic, then an action. Every one of our agents carries its five specialists, a topic that knows how the platform works and the expert topics of its field, and answers through Agentforce's knowledge action, from our migration guide.

  1. Topics

    Its five specialists, how the platform works, and the expert topics of its field.

    • Leilani
    • Kai
    • Malia
    • Koa
    • Nohea
  2. Actions

    Agentforce's knowledge action, reading our migration guide in a Data Library.

  3. Answers

    In Tableau's and Salesforce's own words. When the guide doesn't cover it, they say so.

When a question belongs to a teammate, they say who can help and why, then help as far as they can.

When an agent can help, it steps in.

Engaged agents join you in the portal. When an answer touches an agent's specialty, it steps in with a small card and one thing it can do right now, and the ask box always says who is on duty.

Boreon MCP Layer

Can we go live with the Finance project?

The dry run is clean, and nothing would fail. When you're ready, type the approval phrase shown on the card.

Koa is here to help! Ask me what's protected, who can see what, or what the audit trail shows.

Show the audit trail

Leilani and Kai are here to help. What shall we move today?

Illustration · sample data

They answer. Your people decide.

Every agent on the team keeps the same promises, in every answer.

  1. 01 A person approves

    No agent starts, approves or changes a migration. A signed-in person does, with the typed approval phrase.

  2. 02 Nothing invented

    They never estimate or invent a number, a name or a result, and they quote Tableau's and Salesforce's own words.

  3. 03 Honest about limits

    When the guide doesn't cover a question, they say so and point to the Tableau or Salesforce documentation.

  4. 04 One attempt

    Engaging and disengaging each try once. A refused sign-in pauses everything until a person clears it.

  5. 05 Secrets stay secret

    They speak of hints and fingerprints, never the secret itself, and they treat text inside data as data, never as instructions.

  6. 06 On the record

    Every engage and disengage is written to the audit trail, and the Compliance Recorder can point to the entry.

Einstein Trust Layer

Five protections, on every call.

The Einstein Trust Layer sits between the Boreon MCP Layer and the model. Every call takes the same path, in the same order, every time.

What you see

How did Maria Keller's territory do last quarter?

Maria Keller's territory grew 12%, led by two renewals.

Einstein Trust Layer

  1. Grounded
  2. Masked
  3. Zero data retention
  4. Toxicity checked
  5. Audited

What the model sees

How did [PERSON_1]'s territory do last quarter? + 14 records you may see

[PERSON_1]'s territory grew 12%, led by two renewals.

Once it answers, the model keeps none of it.

Illustration · sample data
  1. 01

    Grounded in what you may see

    The prompt is grounded in your org's data, and only in the records the person asking is allowed to see.

  2. 02

    Personal data masked

    Names, email addresses and other personal details become placeholders before the prompt reaches a model.

  3. 03

    The model keeps nothing

    Zero data retention: the model provider stores none of the prompt and none of the answer.

  4. 04

    Toxicity checked

    Every answer is scored for toxicity on its way back, before anyone reads it.

  5. 05

    Audited in Data 360

    The whole exchange is written to an audit trail in Data 360, so it can be reviewed later.

Agentforce Agent

When a question needs Tableau, Agentforce asks ours.

Your people talk to Agentforce inside Salesforce. When the answer lives in Tableau, the agent asks the Boreon MCP Layer, which reads your Tableau Server or Tableau Cloud site and does the Tableau Next work.

Agentforce Agent

Three things your agent knows.

Each one is an Agentforce topic with its own instructions and actions, deployed into your org.

  • How the platform works

    It walks people through the Boreon MCP Layer: planning a migration, rehearsing it and approving it, step by step.

    How do I rehearse a migration?

  • Tableau migrations

    Its answers come from the migration guide: the routes, what moves, what the grounding gate checks and how to fix what it finds.

    Why isn't my data source grounded?

  • Questions about your data

    With a Tableau Next data action, it answers from your semantic model, in natural language.

    What was our pipeline in EMEA last month?

Agentforce Agent

Checked before it goes live.

Salesforce checks the agent before anything is saved, a person deploys it, and it never changes under your feet.

  1. 01

    Validate

    A check-only deploy: Salesforce checks the agent, its planner, its topics and its permission set, and saves nothing. Any error comes back in Salesforce's own words.

  2. 02

    Deploy

    A person types the deploy phrase. Deploying works only after a validation has passed, and it switches on the latest version.

  3. 03

    Update

    Salesforce never edits an active agent, so each update ships as the next version. The running one keeps answering until you switch the new one on.

Tableau Next Migration

The grounding gate comes first.

A Tableau data source converts only when its data is real from end to end. If a single field is missing, the whole data source waits, and the plan tells you which fields to add.

Tableau Server or Tableau Cloud

Sales Overview

  • Revenue by region
  • Pipeline trend
  • Top accounts

The grounding gate

  1. Maps to the Sales semantic model
  2. 12 of 12 fields are in the model
  3. 48,210 real rows behind it

Tableau Next · Sales workspace

  • Revenue by regionVisualization
  • Pipeline trendVisualization
  • Top accountsVisualization
  • Sales OverviewDashboard

Live, after a person approved it

Illustration · sample data
  1. It maps to a semantic model

    Each data source is matched to a Data 360 semantic model: the one built on that same data, or the one you name.

  2. Every field is in the model

    Every field the workbook uses has to be in that model. One missing field holds back the whole data source.

  3. The data is real

    The model has to answer a query, with real rows behind it, counted live.

Our star, at Agentforce's side.

In the Boreon MCP Layer, Agentforce and our star share one little mark. The star sits at Agentforce's shoulder, and every few seconds it hops over with a small heart. That is how we think about the partnership: our agents look after Agentforce's, and together they look after your people.

Let's bring the team to your org.

Connect your Salesforce org and choose the agents you want. We'll engage them with you, one click each, and your people stay in charge.