Blog Archive

TDX 2025 Highlights

TDX is a ground zero platformfor some of the year’s most important Salesforce product announcements. This year, Agentforce stole the show, with an exciting lineup of new products and features designed to infuse agentic reasoning into every workflow and equip admins and developers with the tools they need to build, test, and deploy agents.

1. “Sneak Peek” Features:

• Agentforce Cards, a new feature that lets you add custom Lightning Web Components to spruce up any forms and charts.
• The new Agentforce Employee Template allows you to create internal-facing agents to tackle challenges across any line of business.
• Agentforce will soon support CLI and VS code.
• Testing Center will be more accurately simulate real world test scenarios and enable better debugging.
• Agentforce Interaction Explorer lets you review every customer interaction, grouping utterances into easy-to-parse clusters that help you diagnose underperforming topics.

2. Build:

• The Salesforce Developer Edition has you covered, with Agentforce and Data Cloud pre-enabled so you can start experimenting with your wildest agentic use cases.
• Invoke Agentforce from Flow, Apex or via API – no chat required. Agentforce API lets users programmatically configure a call to an agent.
• MuleSoft for Agentforce makes it easy to connect your Agentforce to your favorite apps and services.
• Made it easier to build Agentforce with AI assistance in Agent Builder.
• DX Inspector: Admins can view the metadata behind any Agent Builder project and fine tune their apps.
• Launched AgentExchange, where you can find prebuilt actions, topics and templates from hundreds of partners.
• Trigger Agentforce from Slack events, and pass back Slack conversational context to Agentforce without needing to rely on user-initiated action.
• Quickly convert your Einstein Bots to Agentforce Service Agents.
• Scratch orgs now support Agentforce and Prompt Builder.
• Variables allow you to explicitly define what Agentforce can or can’t do, without undermining its ability to reason.
• Multimodal support in Prompt Builder for file attachments in prompt templates through related lists or dynamic file uploads.
• Your Agentforce can go virtually anywhere. With Agentforce Surfaces, you can ensure your agents always show up with their best foot forward by dynamically tailoring the look and feel of Agentforce to any channel or device.

3. Test & Monitor:

• Testing Center helps you evaluate how well your Agentforce performs at scale and how closely your agents adhere to instructions and guardrails.

4. Deploy:

• Agentforce in DevOps Center allows both low- and pro-code developers to push their agents out into the wild.

Omnistudio in Salesforce

Omnistudio is a low-code development platform within Salesforce Industries (formerly Vlocity) that helps organizations build guided user experiences, automate processes, and manage data efficiently. It provides tools for creating dynamic customer interactions across various digital channels. Its a tool for rapid application building and seamless integration, making it a preferred choice for enterprises.

Key Features of OmniStudio:

1. Flexibility & Low-Code Development

• Drag-and-Drop Interface: Build applications without extensive coding.
• Declarative Configuration: Configure complex business processes with minimal code.

2. OmniStudio Components OmniStudio consists of several modular components that work together:
a. OmniScript (Guided User Experience)

• Helps build guided, step-by-step workflows for users (like wizards or forms).
• Supports dynamic branching logic.
• Reduces agent handling time in service processes.

b. DataRaptor (Data Integration & Transformation)

• Extract, transform, and load (ETL) data from Salesforce and external sources.
• Improves performance by reducing API calls.
• Supports DataRaptor Turbo Extract for faster data retrieval.

c. Integration Procedures (Automation & Data Orchestration)

• Connects multiple APIs and Salesforce objects in a single call to reduce latency.
• Executes complex business logic without writing Apex code.

d. FlexCards (Reusable UI Components)

• Creates interactive, reusable UI components for customer and agent dashboards.
• Fetches real-time data and presents it in a user-friendly format.

3. Performance & Scalability

• Optimized for high-performance processing of large datasets.
• Reduces API callouts and server load by leveraging caching and batch processing.

4. Multi-Channel & Mobile Compatibility

• Works across Salesforce, web applications, and mobile apps.
• Ensures a seamless user experience across different devices.

5. Industry-Specific Customization

• Pre-built industry solutions for Telecom, Insurance, Healthcare, Financial Services, etc.
• Supports regulatory compliance and industry-specific workflows.

6. Reusability & Standardization

• Components like OmniScripts, DataRaptors, and FlexCards can be reused across applications.
• Standardizes business processes across different teams.

7. Security & Compliance

• Leverages Salesforce security model, ensuring data privacy and access controls.
• Works with Salesforce Shield for enhanced security compliance.

Use Cases of OmniStudio

• Customer Self-Service: Create guided customer portals for claims, applications, and account management.
• Call Center Automation: Streamline agent workflows with interactive UI components and guided scripts.
• Field Service Management: Optimize field operations with real-time data and automated workflows.
• Enterprise Application Integration: Connect Salesforce with external systems without heavy coding.

Scope of OmniStudio Implementation

• Banking & Finance: Streamlining customer onboarding, loan processing, and financial advisory services.
• Healthcare: Enhancing patient engagement, appointment scheduling, and medical data integration.
• Retail & E-Commerce: Personalizing shopping experiences and optimizing order management.
• Telecommunications: Automating service requests, billing, and customer support.
• Insurance: Improving policy management, claims processing, and risk assessment.

Einstein for Developers Vs Agentforce for Developers

Salesforce offers two AI-driven tools tailored for developers: Einstein for Developers and Agentforce for Developers. While both aim to enhance the development experience within the Salesforce ecosystem, they differ in functionality, autonomy, and data processing capabilities.

Einstein for Developers:

• Functionality: Acts as an AI assistant, providing predictive analytics, natural language processing, and workflow automation to aid developers in tasks like code generation and optimization.
• Autonomy: Operates in a user-guided manner, offering recommendations and insights that require explicit human approval before execution.
• Data Processing: Primarily analyzes structured CRM data, offering insights based on existing Salesforce records.

Agentforce for Developers:

• Functionality: ActsServes as an AI agent with a higher degree of autonomy, capable of performing independent actions, automating workflows, and making decisions across multiple systems.
• Autonomy: OperatesDesigned to execute tasks with minimal human intervention, identifying, prioritizing, and completing tasks autonomously.
• Data Processing: PrimarilyUtilizes the Atlas Reasoning Engine and Salesforce Data Cloud to process both structured and unstructured data, enabling it to handle complex, context-aware tasks.

Feature Comparison

Feature	Einstein for Developers	Agentforce for Developers
Purpose	AI-powered automation & predictive insights for developers	AI-assisted development & support for service agents
Primary Use Case	Code suggestions, AI-assisted testing, predictive analytics	Automating agent workflows, intelligent case handling
AI Capabilities	Machine learning, NLP for code, AI-generated documentation	AI-driven recommendations, real-time agent assistance
Integration	Works within Salesforce Dev environments (Apex, LWC, etc.)	Embedded in Service Cloud for agent productivity
Automation	Code optimization, error detection, and predictive coding	Automated case routing, workflow optimization
Data Utilization	Analyzes historical code patterns & developer behaviors	Uses customer interaction data for AI-driven support
Benefits	Faster development, reduced errors, improved efficiency	Enhanced agent productivity, improved customer service
Best For	Developers building Salesforce applications	Support teams managing customer interactions

Agentforce: Enhancing Customer Service

Agentforce is a powerful tool designed to enhance customer service experiences by assisting human agents with AI-driven recommendations and insights. It integrates seamlessly with CRM systems, helping agents provide faster and more accurate responses. By leveraging real-time data analysis, Agentforce boosts efficiency and reduces resolution time. Companies utilizing Agentforce experience improved customer satisfaction and streamlined operations. The system also supports multi-channel interactions, ensuring seamless communication across various platforms. With predictive analytics, it empowers agents to anticipate customer needs proactively. Agentforce revolutionizes customer service by combining AI intelligence with human expertise.

• Provides AI-driven assistance to human agents.
• Enhances case management and ticket resolution.
• Integrates seamlessly with CRM and service platforms.
• Supports multi-channel customer interactions.
• Boosts agent efficiency and productivity.
• Reduces response and resolution time.
• Utilizes real-time data analysis for insights.
• Improves customer satisfaction and experience.
• Empowers agents with predictive analytics.
• Optimizes workflow with automation and smart recommendations.

Agentforce for Service vs. Einstein Bots

Salesforce offers both Agentforce for Service and Einstein Bots to enhance customer support experiences. While both tools help automate responses and improve efficiency, they serve different purposes. Agentforce is designed for human agents, providing AI-driven assistance and case management features. Einstein Bots, on the other hand, automate conversations and handle common customer inquiries without human intervention. Both can be integrated to provide seamless customer support. Agentforce focuses on improving agent productivity, while Einstein Bots help reduce workload by handling repetitive tasks. Businesses can optimize their service strategy by leveraging both technologies effectively.

• Agentforce assists human agents with AI-driven insights.
• Einstein Bots handle customer inquiries automatically.
• Both tools improve customer service efficiency.
• Agentforce enhances case management for agents.
• Einstein Bots reduce repetitive tasks for support teams.
• Businesses can integrate both for a seamless experience.
• Agentforce provides intelligent recommendations for agents.
• Einstein Bots support multiple communication channels.
• Using both tools enhances overall customer satisfaction.
• Combining AI-driven and human support optimizes service delivery.

Agentforce Vs Chat Agent

Agentforce is built on the Salesforce Platform and integrates with Salesforce's Customer 360 ecosystem. It includes a low-/no-code Agent Builder that allows businesses to create custom agents. It uses the Atlas Reasoning Engine, which includes retrieval augmented generation (RAG) to improve results from Data Cloud. Agentforce and chat agents are both tools that can help businesses improve customer engagement, but they have some key differences:

• Agentforce

  An AI-powered platform that uses the Atlas Reasoning Engine to help businesses handle customer service, sales, and marketing:
  • Features: Agentforce agents can:
    • Operate autonomously within customized guardrails
    • Adapt to real-time data
    • Integrate with human employees
    • Respond naturally and adapt to situation
    • Personalize interactions based on a customer's past interactions and preferences
    • Operate 24/7 across self-service portals and messaging channels
  • Be embedded in a website, mobile app, WhatsApp, employee apps, or business processes



• Chat agents

  Live chat tools that can help agents provide fast, personalized support:
  • Features: Chat agents can:
  • Save time by sending quick responses
  • Reduce typos and incorrect information
  • Increase conversion rates by driving the conversation
  • Provide informed responses
  • Handle multiple customers

The Essential Role of Developers in AI

AI will not replace Software Engineers, in-spite of may need more. AI is a powerful tool that enhances productivity, but it won’t replace software engineers entirely. In fact, the demand for skilled engineers may increase for several reasons:

• AI Needs Developers – AI systems require skilled professionals to build, train, and maintain them.
• Customization & Integration – Companies need engineers to adapt AI to specific business needs.
• Complex Problem Solving – AI can handle repetitive tasks, but software engineers tackle complex challenges, system architecture, and innovation.
• Ethics & Security – Human oversight is crucial to ensure AI is safe, unbiased, and ethical.
• Emerging Technologies – As AI advances, new technologies will emerge, creating even more opportunities for engineers.
• AI-Augmented Development – AI helps automate certain tasks, but engineers guide its direction.
• Human Creativity – Engineers bring innovation, creativity, and adaptability that AI cannot replicate.
• Scalability & Maintenance – AI models need ongoing monitoring and updates from skilled engineers.
• Interdisciplinary Collaboration – AI integration requires collaboration with various industries, demanding expert engineers.
• Job Evolution – AI will change software engineering roles, but won’t eliminate them.

Understanding AI

Artificial Intelligence (AI) is transforming industries, enabling automation, and enhancing decision-making. It powers virtual assistants, chatbots, and self-driving cars. Machine learning, a subset of AI, helps analyze vast amounts of data for predictive insights. AI applications include image and speech recognition, natural language processing, and robotics. Businesses use AI to personalize customer experiences and improve operational efficiency. AI-driven automation reduces manual tasks, increasing productivity. Ethical AI development focuses on reducing biases and ensuring fairness. AI in healthcare aids in early disease detection and treatment planning. AI-powered cybersecurity enhances threat detection and response. Future advancements in AI will lead to even more innovative applications.

• AI enhances automation and decision-making.
• Machine learning processes vast data for insights.
• AI is widely used in speech and image recognition.
• Chatbots and virtual assistants improve user experiences.
• AI-driven automation boosts productivity.
• Ethical AI aims for fairness and reduced bias.
• AI aids in early disease detection in healthcare.
• Cybersecurity benefits from AI-powered threat detection.
• AI personalizes customer experiences.
• Future AI advancements will drive innovation.

Future of Web Development

Web development is constantly evolving with new technologies and frameworks. Progressive Web Apps (PWAs) enhance user experience by offering offline capabilities. Single Page Applications (SPAs) provide faster load times and seamless navigation. The adoption of JavaScript frameworks like React and Vue.js continues to grow. WebAssembly enables near-native performance for web applications. AI and chatbots are becoming integral for user engagement. Motion UI enhances website interactivity and animations. Voice search optimization is influencing web design. Cybersecurity is a priority in modern web development. Low-code and no-code platforms simplify website creation. The future holds immersive experiences through AR/VR integrations.

• PWAs improve user experience and offline functionality.
• SPAs offer seamless navigation and fast load times.
• JavaScript frameworks like React and Vue are popular.
• WebAssembly boosts web application performance.
• AI-driven chatbots enhance user interaction.
• Motion UI makes websites more interactive.
• Voice search optimization is shaping web design.
• Cybersecurity remains a key focus in web development.
• Low-code and no-code platforms simplify development.
• AR/VR will introduce immersive web experiences.

Cloud Computing Trends

Cloud computing is continuously evolving, driving businesses towards more flexible and scalable solutions. Hybrid and multi-cloud strategies are becoming the norm, allowing companies to optimize workloads. Serverless computing is gaining traction, eliminating the need for infrastructure management. Edge computing is improving real-time processing for IoT and AI applications. Security and compliance measures are strengthening to protect sensitive data. AI integration in cloud platforms is streamlining automation and analytics. Kubernetes and containerization are enhancing application deployment. The rise of green cloud computing is promoting energy-efficient data centers. Cloud-native development is accelerating innovation. Businesses are leveraging cloud solutions for enhanced disaster recovery and business continuity.

• Hybrid cloud adoption is increasing.
• Multi-cloud strategies improve flexibility.
• Serverless computing eliminates infrastructure management.
• Edge computing enhances real-time data processing.
• AI is optimizing cloud operations.
• Security protocols are strengthening.
• Containerization simplifies application deployment.
• Green cloud computing promotes sustainability.
• Cloud-native development drives innovation.
• Cloud services improve disaster recovery planning.

SEO Best Practices

Search Engine Optimization (SEO) is crucial for improving website visibility and organic traffic. Keyword research and optimization help target the right audience effectively. High-quality content creation boosts engagement and search rankings. Mobile-first indexing prioritizes responsive website designs. Page speed optimization enhances user experience and search rankings. Backlink strategies strengthen domain authority. On-page SEO elements like meta tags, headings, and alt text improve indexing. Voice search optimization is becoming increasingly important. Regular SEO audits ensure compliance with search engine algorithms. Local SEO tactics help businesses rank in geographic searches. Structured data markup enhances rich snippets and improves click-through rates.

• Keyword research is essential for targeting.
• Content quality directly affects SEO rankings.
• Mobile optimization is a priority.
• Page speed impacts search rankings.
• Backlinks improve domain authority.
• On-page SEO enhances discoverability.
• Voice search is shaping SEO strategies.
• Regular audits ensure ongoing optimization.
• Local SEO helps businesses rank in regional searches.
• Structured data markup improves search result visibility.