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Field notes

Salesforce decisions, argued in public

Practical writing from the consultants doing the work — costing, scoping, migration and AI, with the trade-offs left in.

Launch of Seven Role-Specific 'Job-Ready' Agentforce Agents
Salesforce Agentforce Agents

Launch of Seven Role-Specific 'Job-Ready' Agentforce Agents

Transform your business with seven new Salesforce Agentforce agents. These autonomous AI roles handle complex tasks across sales and service to boost efficiency and scale operations.

·10 min read
Salesforce Completes $3.6 Billion Acquisition of Fin (formerly Intercom)
Salesforce

Salesforce Completes $3.6 Billion Acquisition of Fin (formerly Intercom)

Salesforce has finalized its acquisition of Fin, integrating its industry-leading autonomous agent platform into the Agentforce ecosystem. Fin brings a proven 76% resolution rate across channels like

·9 min read
Salesforce Unveils New Agentforce Edition Tiers (Core, Advanced, Max)
Salesforce

Salesforce Unveils New Agentforce Edition Tiers (Core, Advanced, Max)

Salesforce has consolidated its AI, Slack, and Tableau offerings into three new Agentforce edition tiers: Core ($195), Advanced ($395), and Max ($550). These bundles aim to reduce total cost of owners

·10 min read
Salesforce to Auto-Enable Agentforce Platform in Winter '27 Release
Salesforce

Salesforce to Auto-Enable Agentforce Platform in Winter '27 Release

Salesforce has begun a rolling rollout to enable the Agentforce platform by default across all existing and new orgs, removing the manual toggle from Setup. This change simplifies the path to deployin

·10 min read
Salesforce and Anthropic Launch 'Claudeforce' Partnership
Salesforce Claudeforce

Salesforce and Anthropic Launch 'Claudeforce' Partnership

Salesforce and Anthropic join forces with Claudeforce. Discover how Claude 3.5 Sonnet transforms Agentforce into a powerhouse for autonomous business operations and CRM automation.

·9 min read
Salesforce Expands Headless 360 with MCP Architecture for AI Agents
Salesforce

Salesforce Expands Headless 360 with MCP Architecture for AI Agents

Salesforce has launched an expanded Headless 360 architecture using the Model Context Protocol (MCP), allowing AI agents to dynamically discover and invoke Salesforce capabilities at runtime. This shi

·9 min read
What Salesforce actually costs a 20-person business in 2026
Salesforce

What Salesforce actually costs a 20-person business in 2026

Licences are the number everyone quotes and the smallest part of the bill. Here is the full picture — licences, implementation, integration, admin time and the year-two costs nobody budgets for.

·12 min read
Agentforce vs a traditional chatbot: the honest comparison
Salesforce

Agentforce vs a traditional chatbot: the honest comparison

One answers questions. The other acts on records. Here is where each wins, what Agentforce costs to run, and when a scripted bot is still the better buy.

·8 min read
Migrating CPQ without freezing a quarter of selling
Salesforce

Migrating CPQ without freezing a quarter of selling

Parallel running, quote replay and a phased catalogue cutover — how to move CPQ platforms while the sales team keeps quoting.

·10 min read
Why fixed-scope beats time-and-materials for SMB Salesforce projects
Salesforce

Why fixed-scope beats time-and-materials for SMB Salesforce projects

Time-and-materials shifts every estimating risk onto the buyer. Here is how a fixed-scope engagement is actually priced, what it excludes, and when T&M is still the right call.

·9 min read