The team behind F1 Agent
A field product built by people who build Salesforce for a living.
F1 Agent is designed, implemented and supported by Cloud Ingenious, a Salesforce Summit Partner. The team that writes the product is the team that configures it on your org and answers when your field team needs help.
Built natively on Salesforce · by Cloud Ingenious, a Salesforce Summit Partner
Product
F1 Agent and Lumina AI
Your Salesforce org
One team around it
Product engineering Implementation Training SupportIn short
Cloud Ingenious is a Salesforce Summit Partner and the company that builds F1 Agent, a Salesforce-native platform for field sales and field service. Because F1 Agent is built by a Salesforce partner, it runs on the standard Salesforce data model (accounts, leads, orders, cases, assets, work orders and service appointments) rather than in a separate database. The same Cloud Ingenious team designs the product, implements it on the customer's Salesforce org, trains users and provides ongoing support, so there is one accountable team from evaluation to go-live and beyond.
Why it matters for a field product
Most field apps sit next to Salesforce. That is where the trouble starts.
A field app built outside Salesforce keeps its own copy of your customers, its own visits and its own expenses. Then someone has to keep two systems in agreement, every day, forever.
A field app beside Salesforce
Salesforce
Accounts, cases, assets
Field app
Its own customer copy
- Duplicate accounts and outlets drift apart between systems.
- Visit history never appears on the Salesforce account page.
- Work orders and parts used live outside the case and asset record.
- Two security models, two sets of reports, two vendors to call.
F1 Agent inside Salesforce
Your Salesforce org
- One customer record, with every visit, order and work order attached.
- Check in or navigate straight from the Lightning record page.
- Your roles, profiles, territories and sharing rules apply as they are.
- Field data lands in Salesforce reports and dashboards you already use.
What a partner background changes
Five things a Salesforce partner knows that a generic app vendor learns the hard way.
Use the standard data model before inventing a new one
F1 Agent's service side works with Cases, Assets, Work Orders, Work Types, Service Appointments, Product Requests, Product Transfers and Products Consumed, the objects Salesforce admins already understand. That keeps your org maintainable after go-live.
Respect the org you already have
Most customers have years of customization, automation and integrations. A partner team reviews that first, so field workflows fit around existing validation rules and flows instead of breaking them.
Configure, do not hard code
Territory hierarchies, travel modes by role or profile, city tier expense policies, hard and soft limits, visit forms and work types are settings your admin controls, not change requests to a vendor.
Adoption is a delivery problem, not just a UI problem
Field users adopt tools that remove work: punch in once, scan the bill, scan the odometer, ask Lumina in their own language. Partner teams plan the rollout, training and pilot around that, not around a feature checklist.
The CRM should get smarter, not just fuller
Field data is only useful when it drives the next decision. That is why F1 Agent feeds visit history, orders and asset history back into Lumina's recommendations for the next beat, the next pitch and the next dispatch.
Not sure how your org would take a field layer? We will look at your objects, automations and territories and tell you plainly.
Review my Salesforce org for field readinessImplementation and support by the same team
No handoffs between the people who built it and the people who run it for you.
With most field software, the vendor sells the licence, a separate integrator implements it, and support is a ticket queue that has never seen your org. With F1 Agent, one team carries the whole journey.
- 01
Discover
Map your beats, visit tasks, expense policy, work types and dispatch rules against your current org.
- 02
Configure
Set up territories, travel modes, limits, forms, skills, inventory locations and units on your org.
- 03
Pilot
Go live with one team or territory, with the people who designed the workflows on hand.
- 04
Train and roll out
Train reps, technicians, dispatchers, managers and admins, then extend in phases.
- 05
Support and improve
Support from the product team, and your field feedback shapes the roadmap.
When something breaks, you talk to people who know both the product code and your configuration.
When Salesforce releases change, the team testing F1 Agent is the team that knows your org.
When you need something new, the request goes straight to the product team, not through a reseller.
The trade-offs
Three ways to put field operations on Salesforce.
Each has a place. Here is how they compare on what matters after go-live.
| What you need | Field app vendor outside Salesforce | Custom build by a Salesforce integrator | F1 Agent by Cloud Ingenious |
|---|---|---|---|
| Data lives on Salesforce records | Synced copy, often partial | Yes | Yes, natively |
| Ready field workflows on day one | Yes | No, built from scratch | Yes: beats, visits, expenses, dispatch, inventory |
| AI that recommends and acts | Varies, usually separate analytics | Only if you build it | Lumina built in |
| Fits your existing org and automation | Limited | Yes | Yes, configured by the product team |
| Who maintains it | Vendor, separate from your SI | You or the integrator, indefinitely | Product team, with a roadmap |
| Single point of accountability | No, vendor plus integrator | Yes, for custom code only | Yes, product, rollout and support |
| Best suited for | Teams not on Salesforce | Truly unique processes | Salesforce customers with field sales or service teams |
Credentials
The partner status behind the product.
Cloud Ingenious is a Salesforce Summit Partner, the highest tier of the Salesforce partner program. Further credentials are listed as they are confirmed.
Salesforce Summit Partner
Cloud Ingenious
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[Salesforce specialization or expertise]
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[Number of certified Salesforce professionals]
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[AppExchange listing status]
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[Security or compliance certification]
"Our last field app needed a nightly sync and still disagreed with Salesforce. This time the same team that built the product sat with our admin, mapped our work types and went live without touching our existing flows."
Start small, on the org you already run.
One team or territory first
Prove the field data with a pilot before committing the whole organization.
Your existing Salesforce org
No migration to a new system and no second customer database.
Configured to your process
Your territories, policies and work types, not a template you have to adapt to.
Phased rollout
Add field service, inventory or Lumina modules when the first phase is working.
Questions about Cloud Ingenious and F1 Agent
What is the relationship between Cloud Ingenious and F1 Agent?
Cloud Ingenious, a Salesforce Summit Partner, designs, builds, implements and supports F1 Agent. F1 Agent is its Salesforce-native product for field sales and field service.
Why does being a Salesforce partner matter for a field product?
Because field execution only becomes useful when it sits on the same accounts, cases, assets and orders as the rest of the business. A partner team builds on the Salesforce data model and security model instead of around them, and knows how to fit into an org that already has customization and automation.
Who implements F1 Agent?
The Cloud Ingenious team implements F1 Agent directly, and trained implementation partners can also deliver it. Either way, the product team stays involved in configuration decisions.
Who supports F1 Agent after go-live?
Support comes from the same team that builds and implements the product, so issues reach people who know both the code and your configuration. Support plan details are covered during scoping.
Will F1 Agent work with our existing Salesforce customizations?
That is what the discovery step is for. The team reviews your objects, flows, validation rules and integrations, then configures F1 Agent around them. Visit forms, work types and visiting card scanning can even target your custom objects.
Which Salesforce clouds does F1 Agent work with?
F1 Agent is built for organizations running their sales and service operations on Salesforce, including Sales Cloud and Service Cloud. The exact edition and licence requirements for your setup are confirmed during the Salesforce fit review.
Does Cloud Ingenious only work on F1 Agent?
No. Cloud Ingenious is a Salesforce consulting partner that also builds its own products. That consulting work is exactly where the need for F1 Agent was first seen.
How do we start?
Book a Salesforce fit review. We look at your org and field process, then propose a pilot with one team or territory.