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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.

Your first Agentforce agent should do one boring thing well
Salesforce

Your first Agentforce agent should do one boring thing well

Most Agentforce pilots fail because they start with the hardest use case. Pick the highest-volume, lowest-ambiguity request instead — and measure deflection from week one.

·7 min read
The data migration checklist we run before every Salesforce cutover
Salesforce

The data migration checklist we run before every Salesforce cutover

Profiling, mapping, dry run, reconciliation, rollback. The five steps that separate a quiet go-live weekend from a fortnight of firefighting.

·11 min read
Agentforce Platform Enabled by Default for All Eligible Orgs
Salesforce

Agentforce Platform Enabled by Default for All Eligible Orgs

Starting August 2026, Salesforce is automatically enabling the Agentforce platform for all organizations with Agentforce access. This update removes the manual toggle in Setup, allowing business leade

·4 min read
Salesforce Unveils 'Headless 360' at True to the Core 2026
Salesforce

Salesforce Unveils 'Headless 360' at True to the Core 2026

Salesforce CTO Parker Harris announced 'Headless 360,' a strategic shift making all Salesforce functionality accessible via APIs, CLI, and Model Context Protocol (MCP) tools. This initiative ensures t

·5 min read
How to Configure Salesforce Health Cloud to Improve Patient Engagement
Salesforce

How to Configure Salesforce Health Cloud to Improve Patient Engagement

A practical guide to setting up Health Cloud with care plans, patient timelines, and Einstein AI to streamline patient communication and improve satisfaction scores.

·4 min read
Salesforce and IBM Expand Strategic Partnership for Trusted AI and Data
Salesforce and IBM Strategic AI Partnership

Salesforce and IBM Expand Strategic Partnership for Trusted AI and Data

Bridge the gap between legacy data and modern CRM. Learn how the Salesforce and IBM partnership leverages Watsonx to transform enterprise intelligence.

·5 min read
Spring '26 Security: Mandatory Migration to External Client Apps (ECA) Enforced
Salesforce

Spring '26 Security: Mandatory Migration to External Client Apps (ECA) Enforced

Salesforce has officially restricted the creation of new Connected Apps in favor of External Client Apps (ECA). IT leaders must audit legacy integrations and migrate to the modernized OAuth framework

·4 min read
Salesforce Positions Slackbot as the 'Front Door' to the Agentic Enterprise
Salesforce Agentic AI

Salesforce Positions Slackbot as the 'Front Door' to the Agentic Enterprise

Explore how Salesforce Agentic AI turns Slack into a powerful orchestration layer. Learn why Marc Benioff is betting on autonomous agents to redefine the modern enterprise.

·5 min read
Salesforce Overhauls Slack with 30+ New AI-Powered Features
Salesforce Slack AI features

Salesforce Overhauls Slack with 30+ New AI-Powered Features

Salesforce transforms Slack into an AI-powered command center with 30+ new features. Learn how to eliminate the toggle tax and boost ROI with autonomous agentic tools.

·5 min read
Salesforce and Veterans Health Administration Deploy Agentforce Across 150+ Medical Centers
Salesforce

Salesforce and Veterans Health Administration Deploy Agentforce Across 150+ Medical Centers

Salesforce and the VHA are rolling out an 'agentic operating system' to support veteran care and incident response using real-time data and AI-driven automation. This large-scale deployment demonstrat

·4 min read