From Process to AI: How Agent Finder Pinpoints Your Best Agent Opportunities

What’s the problem? Implementing AI agents can seem daunting and organizations struggle to understand the best use cases. The challenge is picking a use case that has a strong ROI and can make an impact. But it also needs to contribute to an overall end-to-end process. There is no point implementing an agent in one…

Building a Unified AI Agent Strategy: Beyond the Single Platform (and Beyond Just Technology)

TL;DR In this recent webinar, Vala Afshar, Chief Digital Evangelist at Salesforce, emphasizes the crucial role of a unified AI agent strategy in achieving an autonomous enterprise.  “The superpowers of AI and autonomous business will elude you unless you can map your process in real-time. Identify where you need to have AI agents implemented, and…

Agent Instruction Patterns and Antipatterns: How to Build Smarter Agents

You might design a great agentic conversation, a killer automation, or a clever prompt, but if your instructions are ambiguous, inconsistent, or incomplete, your AI Agent will not be reliable, will hallucinate, or worse, do something wrong confidently.  Trying to get it to be reliable is time-consuming, frustrating, and painful. And it could even delay…

Evolving Your Salesforce Security Model: Part 2

Creating a Permission Set Group for a Job-to-be-Done In Part 1 of this two-part series, we showed how using an organization’s Capability Model with Jobs-to-be-Done (JTBD) could generate a roadmap for migrating from a Profile-heavy security model to one based on Permission Set Groups. The resulting security model – along with the documentation that you…

Evolving Your Salesforce Security Model: Part 1

Business requirements and overview of the process You’re likely familiar with the challenges of managing Salesforce user permissions. If you’ve been working with Salesforce for a while, you’ve experienced the headache of dealing with a proliferation of Profiles, each slightly different from the next. Or you’ve struggled with the time-consuming task of troubleshooting security settings…

AI can evaluate help text

How helpful is your help text? Bad data is junk food for AI.  Data quality relies on end-users entering the correct data in the correct fields. Confused users, or users confronted with a page of fields, are a recipe for disaster. A recent Change Intelligence Research report shows the alarming number of fields that users…

How to master Org dependencies in Salesforce

Introduction Salesforce is the most powerful customizable business application on the planet. Because it offers rich, declarative and easy to use ways to change the Org configuration, it serves as a hub for business innovation. However, that power also introduces complexity. The more the Salesforce Org is configured, the more automations and innovations are built…

The Change Intelligence Research Series: Reinforcing best practices in Salesforce

What is the Change Intelligence Research Series? The aim of the Change Intelligence Research Series is to highlight the state of Salesforce customizations and highlight best practices. We analyze the metadata from a number of different perspectives looking at common use cases. We then invite experts to provide their perspectives and highlight the best practices,…

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