Salesforce Blogs & Agentforce Guides

In this blog, we’ll show you how to install and configure a custom MCP server

Part 1 of our MCP series: how to install the standard MCP server for Salesforce and confirm it is running before adding custom tools.

How to configure the Agentforce Service Assistant in Salesforce so service teams resolve cases faster with AI guidance. Setup steps and best practices.

A quick overview of using Salesforce’s Agentforce Testing Center to validate, batch-test, and build trust in custom AI agents before production deployment.

A concise guide on enabling secure email-based customer verification for Salesforce Customer Service Agents using Agentforce standard authentication actions.

Salesforce’s Account Intelligence View is a powerful enhancement designed to give sales

Salesforce has elevated contact management with the Contact Intelligence View, a powerful feature

Salesforce has introduced the Lead Intelligence View to help sales teams efficiently identify

Salesforce Pipeline Inspection is a powerful sales management feature designed to give sales teams

Step-by-step instructions to enable Agentforce in your Salesforce org, configure Einstein settings, and activate your first AI agent. Spring 2026.

What an Unlocked Package is, when to use one, and how to create and deploy it with second-generation packaging for trackable org changes.

Step-by-step guide to setting up Agentforce Sales Coach in Salesforce, so reps get AI-driven practice sessions and feedback on live deals

Complete guide to configuring the Agentforce SDR agent for outbound sales: topic setup, email integration, lead qualification logic, and testing.

Salesforce Code Analyzer is a command-line tool (built on Node.js) that helps analyze

How to use the Interest Tags Browse Modal and Tag Category Hierarchy in Financial Services Cloud to search, assign, and filter client interests.

In this blog, you will learn how to effectively work with Interest Tags

How to add the Interest Tags component to record pages in Financial Services Cloud so advisors manage client interests inside the profile.

How to configure and manage Interest Tags in Financial Services Cloud so client engagement is structured, personalized, and searchable.

How to set up Interest Tags in Financial Services Cloud to capture client interests, needs, and prospecting opportunities on the record.

How to expire obsolete Life Events or Business Milestones in Financial Services Cloud and associate an event with an Opportunity.