Deploying agents at scale requires a proven, repeatable approach with a strong level of governance. This includes version control of agent metadata and underlying action metadata, setting review cycles based on risk, and continuously monitoring agent performance. With the foundations in place, organizations can confidently navigate the three key phases of the AI agent lifecycle.…
For many companies, the journey from a customer reporting an issue to a development team fixing a bug is often a chaotic and inefficient process. It’s a journey filled with manual steps, miscommunication, and delays that can frustrate both employees and customers alike. At Elements Cloud, we confronted this very challenge within our own “Case-to-Bug”…
The rise of AI agents is more than just a technological advancement; it’s a fundamental shift in how businesses can operate, and for the first time, scale is no longer an inherent defense. Startups, with their agility and a fresh “agentic-first” perspective, are uniquely positioned to disrupt established incumbents. By designing their core business processes…
The rise of AI has brought with it a wave of excitement and, for many, a degree of uncertainty. For Salesforce Admins, the question isn’t if AI will impact their roles, but how they can leverage it effectively. Building reliable AI Agents is a game-changer, offering the potential for monumental gains in productivity and customer…
The AI revolution has landed in your Org. But without clear instructions, your AI Agent is just guessing. AI Agents are here to stay. You can use them to transform how businesses automate work, support users, and deliver insights, but don’t be seduced by the low/no-code interfaces to build your agents. No/low-code does not equal No/low…
Data, Process, and the Future of AI Rebecca Wettman and Patrick from “The Crunch” recently sat down with Ian Gotts, CEO and Founder of Elements.cloud, to discuss the critical intersection of data, process, and AI in today’s rapidly evolving business landscape. While AI and data have dominated recent tech conversations, Ian emphasized a less-discussed, yet…
The rise of UPN Universal Process Notation (UPN) is an established approach to business process mapping that emphasizes clarity and simplicity. UPN diagrams are process diagrams designed to be easily understood by individuals at all levels within an organization, from entry-level employees to top-level management. This is achieved by utilizing a set of standardized symbols…
Quick Summary Salesforce customers often build complex, opaque systems – “black boxes”. Lacking clear documentation, they hinder project delivery, block reliable AI Agent deployment, and often mean that critical information is at risk of being lost if certain staff leave the business. A lack of value for Salesforce is a concern for senior management, who…
Headline sponsor The 2-day Salesforce TDX conference is the major user conference aimed at the practitioners. This year the focus was Agentforce with over 3,000 attendees. Whilst significantly larger, Salesforce Dreamforce in September is more of a marketing event where all the different cloud announcements are made and it is far more difficult to make…
The future of work is here, and it’s digital. With the rapid evolution of artificial intelligence, businesses are on the cusp of a revolutionary transformation—one driven by AI-powered “digital labor.” This new era introduces AI agents capable of performing tasks once limited to human agents or employees, offering unprecedented scalability, efficiency, and reach. As Salesforce…
The integration of Artificial Intelligence (AI) into the Salesforce platform is reshaping how businesses operate, offering new opportunities for automation, efficiency, and personalized customer experiences. At the heart of this transformation is Salesforce Agentforce, an AI-powered platform that enables agents to reason, plan, and execute complex tasks autonomously. These agents go beyond traditional chatbots to…
In this webinar, the panel of BA rockstars discussed the profile of business analysis in the Salesforce ecosystem, its importance, whether it is a skill or a role, the soft and technical skills, and how to harness AI. Below is Video Deck and resources Here is the deck to download Audio Transcript and AI analysis…
Everybody loves Formula 1 None more than Salesforce with their sponsorship and customer stories about how Formula 1 is transforming the way they engage with their fans using data. Formula 1 is a Data Cloud success story. The numbers speak for themselves: Data Cloud enables Formula 1 to connect fan data across properties in real…
Bosch is multinational engineering and technology company founded by Robert Bosch in Stuttgart in 1886. It is best known for its automotive parts, refrigerators, and power tools with nearly $100 billion in revenue. It has embarked on a significant shift from a product-centric to a software-centric enterprise to respond to changing markets. The Mobility division,…
Zen Passenger to Distressed Passenger Yesterday I was officially a “Distressed Passenger”. Their title, not mine. I’m a very Zen passenger. Provided that I have the same number of take-offs as landings, then I’m happy. I understand the logistics of running an airline are complex. So I’m also calm when things don’t quite work. And being…
The power of UPN Universal Process Notation is the Salesforce recommended business process mapping standard. There are Trailhead badges and it is part of the BA Certification. UPN has proven to engage stakeholders at every level across the organization because it is easy to understand. But don’t be fooled by the simplicity. It can convey…
Harmonizing Love Stories and UPN: The Symphony of Process and Emotion In the intricate dance of conveying emotions and tales of the heart, music and the Universal Process Notation (UPN) share a fascinating parallel. Just as music employs melodies and lyrics to tell love stories, UPN uses a balance of process steps and descriptive text…
GPT can now draw process diagrams We all know that business analysis is important. Salesforce invested a huge amount of time and effort to create the hugely popular BA Certification. Failing to do sufficient business analysis means we often start building before it’s clear that we understand the business requirements of the users. This wastes…
Written and process mapped by Ian Gotts So many of you loved the Ryan Reynolds process mapping video. It is fun and educational. And now with AI, great process mapping is even more important. It can save you hours of work because user stories can be generated automatically straight from process maps. The user stories…
By the early 1900s, hospitals around the first world were routinely using x-ray technology. In the beginning, doctors were the ones who used x-rays as a diagnostic devices. Before x-ray machines were invented, broken bones, tumors, and the location of bullets were all diagnosed by physical examination and a doctor’s best guess. Patients paid the…
A lot has been written in blogs about how to build Flows and exploit the capabilities. There have also been articles on how to migrate to Flow that are teaching you how to build great flows. i.e. how to cut down trees. This article is about how you analyze, plan and prioritize your Flow migrations.…
At TrailheaDX, business process mapping notation for Business Analysis (Salesforce UPN) training. It also launched a systems diagramming notation for Architects (Salesforce Diagrams). This article explains UPN and when to use Diagrams vs UPN. “As Architects we know that diagrams are an important tool in our toolset. When we surveyed you, we heard loud and…
