Posts

From CPQ to Revenue Management: It's Not a Migration - It's a Rethink

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Why Your Next Migration Should Be a Redesign   If you've been running Salesforce CPQ for a few years, you probably know the drill - a growing catalog of near-identical SKUs, quote load times that test your reps' patience, a separate Billing package that needs its own upgrade cycle, and a contract lifecycle that lives somewhere entirely else. It works. But increasingly, it works despite itself. Salesforce Revenue Management is being positioned as the answer to all of that. And in many ways, it genuinely is - but only if you go in with the right expectations. The teams that approach it as a migration, expecting to move their existing setup to a new home, tend to struggle. The ones that treat it as a fresh start - a chance to rethink how they sell, price, contract, and fulfil - come out the other side with something significantly better. This post is for both audiences: the architects who need to understand the technical differences, and the business and operations leaders who ...

Anti-Patterns in Salesforce Agentforce: What to Avoid When Building AI Agents

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Salesforce Agentforce is powerful because it allows teams to build AI agents that can understand user intent, retrieve grounded information, execute actions, and support business workflows across Salesforce. But like any powerful platform, the quality of the implementation matters. A good Agentforce implementation does not start with “How many things can the agent do?" It starts with “What problem should the agent solve reliably?” That is where anti-patterns come in. Anti-patterns are common implementation habits that look useful at first but eventually create confusion, poor user experience, inconsistent answers, or hard-to-maintain agents. Below are some of the most common Agentforce anti-patterns and how to avoid them. 1. Trying to Build One Agent That Does Everything One of the biggest mistakes is designing a single agent to handle every business process, every department, and every possible customer question. At first, this feels efficient. One agent, many use cases. Bu...

Salesforce Agentic Enterprise Architecture

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Salesforce Agentic Enterprise Architecture reflects a major shift in how enterprises will operate in the AI era. Traditional enterprise systems were built around workflows where users manually navigated screens, triggered processes, and moved data between systems. The agentic model changes that by introducing AI agents that can understand intent, reason through tasks, and take action across enterprise systems while still operating within defined business guardrails. At the center of this approach is Agentforce , Salesforce’s platform for building and orchestrating intelligent AI agents. These agents can support customer service, sales, commerce, marketing, and even internal employee operations by handling repetitive tasks, assisting with decision-making, and improving response times. But intelligent agents are only as effective as the data they can access. That’s where Salesforce Data Cloud plays a critical role. By bringing together customer, product, service, commerce, and externa...

Salesforce TDX 2026 highlights​ - II

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A few snapshots from TDX 2026 with the team. It was a great few days of learning, conversations, and seeing firsthand where Salesforce is heading next. Beyond the announcements, events like these are always a reminder that the best insights often come from the people you meet, the discussions you have, and the ideas you bring back to your teams.

Build React Apps Natively on Salesforce Using Salesforce Multi-Framework

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Salesforce development has traditionally centered around platform-native tools like Lightning Web Components, Aura, Visualforce, Apex, and Experience Cloud. These tools are still important, but Salesforce is now opening the door for developers who prefer modern frontend frameworks like React. With Salesforce Multi-Framework , developers can build React applications that run natively on the Salesforce platform, instead of embedding React apps through iframes, Canvas apps, or external hosting workarounds. Salesforce currently positions Multi-Framework as a beta capability for building React apps on the Agentforce 360 Platform. React is supported today, and Salesforce has indicated that additional frontend frameworks are expected later. What Is Salesforce Multi-Framework? Salesforce Multi-Framework is a new way to build user interfaces on Salesforce using popular frontend frameworks like React. Earlier, if a team wanted to show a React app inside Salesforce, the common options were: Em...

Engineering AI Coding Agents: Understanding Rules vs Skills

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  Please visit here for more details - https://ayaninsights.com/guestblogs/ai-coding-agents-rules-vs-skills/ In my blog, I explain the difference between Rules and Skills when working with AI coding agents and why both are important for building reliable and scalable development workflows. Rules act as global guardrails that define how an AI agent should behave across every task. They are useful for enforcing coding standards, security requirements, naming conventions, and architecture patterns. For example, a Salesforce rule may require Apex classes to use with sharing , prevent SOQL queries inside loops, and encourage selector or Unit of Work patterns. Skills, on the other hand, are task-specific capabilities loaded only when needed. A skill can guide the agent through repeatable workflows such as creating Apex test classes, building Lightning Web Components, or generating Salesforce Flows. Because Skills are modular and loaded on demand, they help reduce unnecessary context and ...

Salesforce TDX 2026 highlights​ - I

  After attending TDX 2026 , one thing stood out clearly: this was not just another product update cycle, but a meaningful shift in how Salesforce is evolving. The announcement that caught my attention most was Headless 360. It represents a major change in how we think about interacting with the Salesforce platform. Instead of being tied to the traditional browser-based experience, agents and developer tools can now work directly with the Salesforce ecosystem through APIs and modern interfaces. This creates new possibilities for deeper integrations, smarter automation, and more flexible composable architectures that extend well beyond the UI. Here are a few highlights that stood out to me: Salesforce Headless 360​ Agent Script going open source​ Agentforce Vibes 2.0​ Agent Exchange​ Salesforce Multi-Framework​ Agentforce Experience Layer (AXL)​ Agentforce Labs​ Agentforce Vibes 2.0 – AI is moving closer to being context-aware from day one. Instead of a heavy setup, it starts unders...