How?

Simplifying Salesforce

AI to automates Salesforce implementations.

Ian H Smith

In this blog post I am talking about applying AI to simplify and automate Salesforce implementations. This is based on what what industry analyst Vernon Keenan describes as an Overlay AI1 to Salesforce (as a cost-effective alternative to Agenforce Embedded AI)

Working with our Salesforce Optimisation Guide, we work with you to enable a comprehensive and continuous data optimisation process for your Salesforce Org. This has a structured 6-Phase approach comprising:

Phase 1: Initial Assessment and Planning
Phase 2: Duplicate Management
Phase 3: Field Cleanup
Phase 4: Data Standardisation
Phase 5: Technical Debt Reduction
Phase 6: Maintenance and Monitoring

Reference

  1. Keenan, V. (2024) SalesforceDevOps.
    https://salesforcedevops.net/

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