Knowledge base
Short pieces about what I check most often at clients. No jargon where it can be avoided, the names of the settings where they are needed. Each piece is also one point of the free audit.
AI agents and permissions
The most common misunderstanding when rolling out AI in Salesforce: that the agent is “something separate”, with its own safe scope. It is not. The agent is a user.
The vendor account that is still active
In almost every system I take over, I find an active account belonging to someone who stopped working with the company long ago. Usually with full rights. Usually nobody remembers it.
ChatGPT connected to Salesforce
Connecting an AI assistant to Salesforce now takes a few minutes and does not need an administrator. A user login and a consent screen are enough. That is convenient. And that is exactly why it needs putting in order.
5 things before Agentforce
Agentforce is sold as “an agent that works for you”. In a large company a team rolls it out. In a small company one person switches it on on a Friday afternoon. This list is for that person.
WordPress form to Salesforce
The integration small companies ask for most often, and the one most often done badly: enquiries from the website land in an inbox, someone retypes them into the CRM, half get lost. There are three ways to fix it.
Checklist to download
The ten checks from the audit in a version you can go through yourselves, with the names of the settings and what counts as a risk. The PDF is in preparation. If you would like it when it is ready, write to me and I will send it.
Planning AI in Salesforce? First find out who in your org can do everything.
A free audit of permissions, access and AI settings. Report within a week.