Senior Solutions Engineer @ Salesforce

Working agents,
not slideware.

I'm David Casas. I turn customer discovery into working Agentforce agents and AI-grounded demos — then turn those builds into tools my whole team ships from.

David Casas, standing, smiling
David Casas as a vinyl collectible figure
David CasasCalifornia
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Agentblazer Legend2026 · top tier
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Accounts · 2025–26

TeledyneCloudbedsGoodRxElixirQuorumGoGuardianSoleraClickUpTebraWeedmapsRXLogixFloQastIterisLytxMedTrainerKantataCaretImpact.comExtensivmPulse

01By the numbers

Proof, not adjectives.

Org62 contribution data as of July 31, 2026.

$0.0M+

Influenced pipeline

~$963K closed-won attributed

0

Opportunities

118 deal contributions · 8 AEs

0

Customer events

Demos, workshops, meetings

16→16

Contributions, FY26 → FY27

Year-over-year momentum

02About

Build once.
Reuse everywhere.

Enterprise AI demos by day. Cameras, canvases, and games the rest of the time. The build habit is the same.

  • Dreamforce '23
  • Dreamforce '24
  • Dreamforce '25
  • Informatica World '26

I bridge enterprise Agentforce capabilities and outcomes customers can trust. As a Senior Solutions Engineer on Salesforce's Southwest Solutioneers CoE, I specialize in AI-grounded agents and demos for live opportunities — then productize the patterns so the rest of the team can move faster.

When I'm not in customer rooms, I'm building shared DX libraries, demo toolkits, and SE productivity tools. Peers already borrow my orgs and ask how I stood demos up so quickly. That reuse habit is intentional.

How I work

  1. 01

    Discovery first

    Every build starts with what the customer actually asked. The demo answers that question, not a generic one.

  2. 02

    Build once, reuse everywhere

    One-off demo work becomes shared libraries, toolkits, and runbooks the whole Solution CoE can deploy.

  3. 03

    Agent-native, every day

    I build demos, LWCs, data, and scenarios through an AI agent workflow. It's how a demo org goes up in hours, not weeks.

Now

Building
Agentic SE plugins — a Claude Code marketplace for SEs
Based in
California · Pacific time

03Selected work

Agents built for live deals.

Agentforce builds, AI POCs, and executive narratives tied to real opportunities. Open a row for the architecture.

  • Service Agent + Data Cloud · Engineering · industrial

    Challenge

    Service engineers needed answers from a huge technical knowledge base — not a generic chatbot.

    Built

    Agentforce service agent grounded in Data Cloud. Ingested roughly 3,000–4,000 documents from their knowledge library so the agent could answer real service questions. Also supported broader multi-org technical strategy work around their SAP/middleware landscape.

    Outcome

    Tied to Agentforce + Data Cloud opportunity work on the account (~$90K line in registry).

    AgentforceData CloudKnowledge groundingService

    Architecture

    1. step 1Knowledge library
    2. step 23–4K docs → Data Cloud
    3. step 3Search index
    4. step 4Agentforce Service Agent

04For the team

Tools other SEs run on.

Senior SEs build great demos. Lead SEs build what the team runs on. This is that second thing.

DXInternalCoE asset

Solutioneers Shared Org

Reusable Sales / Service / Agentforce building blocks

Salesforce DX library any SE on the Southwest team can deploy or extend. No hardcoded org aliases — built for multi-SE, multi-org use. I own the repo and the “make this usable by everyone” docs.

Salesforce DXAgentforceData Cloud
LWCInternalCoE asset

Demo toolkit

Customer 360 dashboards you can redeploy

Health scores, renewal alerts, insights panels, themed dashboard variants — Apex + LWCs with real scaffolding (tests, lint). Extracted from one-off customer work so the next demo doesn't start from zero.

ApexLWCJest
PYInternalCoE asset

Contribution & health dashboards

SE productivity tooling

Read-only Org62 contribution reporting other SEs can run (“drop it in a folder, set me up”), plus a Slack-canvas account health skill for licenses, storage, dead opps, and coverage gaps.

PythonOrg62Slack
AIInternalCoE asset

Agentic SE plugins

Claude Code marketplace for SEs

Internal plugins including activity tracking that maps calendar events into Org62 activities with classification, account resolution, and dedup — tooling for SEs, by an SE.

Claude CodeOrg62 activity

05Credentials

Recognition that matches the work.

Agentblazer Legend is Salesforce's top Agentforce proficiency tier. Behind it: five certifications, two on the Agentforce line, and fifteen superbadges.

Certifications

5×

  • Agentforce Specialist

    Agentforce line

  • Agentforce Sales Consultant

    Agentforce line

  • Platform App Builder

    Salesforce Certified

  • Platform Administrator

    Salesforce Certified

  • Business Analyst

    Salesforce Certified

Superbadges

15

Agentforce & Data

  • Apex for Agentforce
  • Advanced Flow for Agentforce
  • Agentforce Service
  • Prompt Builder Templates
  • Data Stream Fundamentals

Flow & automation

  • Flow Fundamentals
  • Flow Administration
  • Flow Optimization
  • Flow Error Handling
  • Record-Triggered Flow
  • Flow Elements and Resources Specialist
  • Process Automation Specialist

Platform

  • App Customization Specialist
  • Service Cloud Specialist
  • Business Administration Specialist

06Toolkit

Platform, agents, and the craft around them.

  • Salesforce
  • Agentforce
  • React
  • TypeScript
  • Python
  • Next.js
  • Cloudflare
01

Agents & AI

  • Agentforce 360
  • Agent Script
  • Models API
  • Data Cloud grounding
  • RAG / search indexes
  • Prompt Builder
  • Slack-deployed agents
  • Agentforce DX
02

Platform

  • Apex
  • LWC
  • Flow
  • Service Cloud
  • Sales Cloud
  • Experience Cloud
  • GraphQL UI API
  • Salesforce DX
03

Build & craft

  • TypeScript
  • React
  • Next.js
  • Python
  • Cloudflare
  • Discovery & readbacks
  • POC methodology
  • Demo architecture

08Contact

Let's build
something.

Agentforce architecture, a demo that needs to land, a Lead-level conversation, or a collaboration — my inbox is open.