Resources
Guides for running Salesforce well
How we design sales processes and build orgs that your own team can understand and change.
AI in Salesforce
Agentforce is now turned on by default: what to do about it
Salesforce now switches Agentforce on in eligible orgs. What changed, what it costs, and the steps to take before anyone builds an AI agent.
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Fixing Salesforce
Signs your Salesforce needs a re-implementation
Six signs your org is past patching, when more fixes are still the right call, and what a clean rebuild looks like.
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Buying Salesforce
Salesforce's new Core, Advanced and Max editions
Salesforce replaced Enterprise and Unlimited with three new editions. What changed, what it costs, and what to do before your next renewal.
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AI in Salesforce
Leveraging AI for process automation
Three ways we put ChatGPT to work inside Salesforce Flow, each with a demo: an Ask ChatGPT widget, contact title normalization, and account plan analysis.
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AI in Salesforce
How to connect ChatGPT to Salesforce Flow
A step-by-step setup with a Named Credential and Flow's HTTP Callout action, no Apex required, plus tips for building it to last.
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Sales process
Implementing MEDDPICC on Salesforce
What each letter of MEDDPICC means, what to capture on the opportunity, and how it improves qualification and forecasting.
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Build for change
Build Salesforce automation your team can change in minutes
Move business rules out of formulas and flows and into settings, so a change takes minutes instead of a project.
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Build notes
Salesforce Flow naming conventions, and why they matter
A simple naming pattern and set of flow type abbreviations that keep your automation easy to find and maintain.
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Build notes
Salesforce object and field API naming conventions
Clean object names and field names that reveal their data type, plus a quick reference table.
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