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Articles & insights.
Practical guidance on Salesforce, data, and CRM strategy.
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Salesforce Is Changing How It Charges for AI. What Does That Mean for Your Business?
Salesforce is preparing changes to AI billing. Learn what businesses need to know, who may be affected, and how to prepare.
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AI Won’t Automatically Make Your Salesforce Project Cheaper
AI can draft Salesforce work quickly, but a draft is not an accepted, working implementation. Here’s how to keep testing estimates honest and what to ask before AI savings go into your budget.
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If You Want AI to Help With Salesforce Config, Start With the Browser Extension
Everybody wires up MCP first. That is the wrong order. Start with Claude in Chrome or the ChatGPT extension, because most Salesforce config has no API behind it.
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AIforce Has My Attention. That Doesn’t Mean I’m Sold Yet.
I’ve been working with Salesforce for about 20 years. That’s a long time to spend with any technology. I remember when the big story was simply that CRM was moving to the cloud. Since then I’ve worked through S Controls, Visualforce, Apex, Lightning, Communities, Flow, Data Cloud and now Agentforce. I’ve also sat through a…
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Stop Thinking of Salesforce as a CRM
Somebody on r/salesforce asked a question this week that sounds simple and is not: what do you actually call Salesforce now? A CRM? A platform? Something else? The thread turned into a real debate, and the people arguing “it stopped being a CRM years ago” had the better of it. Salesforce still puts “#1 CRM”…
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Claudeforce: Why This Matters Beyond the AI Hype
Claudeforce is about more than adding Claude to CRM. It points to Salesforce becoming the trusted business context behind AI driven work.
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Salesforce Headless 360: What It Means and How to Set It Up
Salesforce Headless 360 lets AI agents use your data, automation, and business rules beyond the Lightning UI. Here’s what changed and how to set it up safely.
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Agentforce Flex Credits: The Cost Conversation You Need Before Go-Live
Agentforce actions may cost only cents, but a single request can trigger several actions and prompts. Here is a practical way to estimate, monitor and control the real cost before go-live.
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The Real Salesforce Tools Consultants Actually Use
Let’s be honest—there’s a difference between the tools Salesforce wants you to use and the tools that actually save you hours every week. This list is what real consultants depend on.
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