How to Clean Up Duplicate Records
Duplicate data = messy reporting.
Fix it with Duplicate Rules and Matching Rules!
Setup → Duplicate Rules → New Rule (e.g., Leads) → Choose Action (Block or Alert)
Clean data = confident decisions.
Tired of manually assigning leads? Use Lead Assignment Rules to route new leads based on criteria like region, industry, or product interest.
Go to:Setup → Lead Assignment Rules → Create Rule → Add Rule Entries
Save time and make sure the right rep gets the right lead, every time.
Want to update a field when something changes? Use a Record-Triggered Flow.
Example: Auto-update a “Status” field when a case is closed.No code needed. Just logic.
Flows > New > Record-Triggered → Choose Object → Add Update Element
Enhancing the workflow for Lightning Web Components (LWC) in Salesforce is crucial for efficient and high-quality application development.
Two tools we recommend facilitating this process are the Salesforce Scanner and the LWC Local Development plugin.
Salesforce Scanner is dedicated to ensuring code quality and adherence to best practices, while the LWC Local Development Plugin focuses on streamlining the development and testing phases.
Integrating these plugins results in improved efficiency, reliability, and quality in Salesforce LWC application development!
Apex Code Coverage Visualiser for VS Code empowers Salesforce developers to write high-quality, well-tested code by providing a clear and interactive overview of test coverage directly within the familiar VS Code environment.
With this tool, developers can ensure the reliability and robustness of their Apex code while optimising their testing processes.
This extension allows you to see class coverage metrics, visualise a coverage report, interactive exploration and filtering, and provide seamless integration.
Struggling with siloed data in spreadsheets?
XL Connector and G Connector are products which can enhance user productivity by providing a user-friendly data manipulation solution.
They allow users to transfer data in Salesforce (or other CRMs and databases) directly from Excel or Google Sheets.
Read our new article to find out more! Read more
Curious about how developers minimise API calls and securely manage access tokens? In Salesforce, caching plays a pivotal role, enhancing Org security while empowering architects to craft efficient systems.
What is Platform Cache in Salesforce? Platform Cache is a memory layer that store’s Salesforce session and org data for later access.
“Platform Cache” is just like a RAM for your app. With Platform Cache, your applications can run faster because they store reusable data in memory.
“Platform Cache” is used to to store Static Data, complex computations and Frequently used dataType of Platform Cache1)
Org Cache :- Org wide data for anyone in the org2)
Session Cache :- Data for a specific user stored up to 8 hours
The Summer ’24 update brings us a new automation app, meaning that Flow is now accessible outside of Setup!
Users with the correct permissions can access their flows, any errors and other community-based links all from one view!Read more here!
For the early adopters, digital leaders, and curious innovators who’ve had their eye on Agentforce but felt a little stuck on how to get started, Salesforce has just dropped some news that might clear the runway for takeoff.
Agentforce is Salesforce’s platform for building AI-powered digital agents – think of them as tireless, always-on teammates who can help with everything from customer service to sales follow-ups to employee onboarding. These agents are trained to handle specific tasks across your org, surfacing information, solving problems, and even triggering actions automatically.
They’re not chatbots. They’re digital coworkers – and the next evolution of how we get work done.
But despite the excitement, there’s been one recurring speed bump: pricing.
Enter Flex Credits!
Previously, Agentforce’s pricing was based on conversations, which worked well for some use cases but didn’t fit all. With the new Flex Credits model, Salesforce aimed to create something much more flexible, scalable, and digestible for teams looking to explore, test, and expand their digital workforce strategy. “Flex Credits ensure you only pay for the exact actions Agentforce performs – whether that’s updating customer records, automating complex workflows, or resolving cases.” (Salesforce, 2025).
Here’s what we know:
This change allows users to start small, experiment with different agent use cases, and scale what works – without overcommitting upfront.
The Flex Agreement
Notably with this announcement, Salesforce is also introducing a Flex Agreement, which allows you to reallocate budget between user licenses and AI ‘labour’. If your headcount shifts or your priorities change, you can adapt your investment accordingly.
Essentially: if you’re running a dynamic business (and who isn’t these days?), this model works with you – only consuming credits when there are genuine, measurable business outcomes and allowing interchangability between credits and licenses. A truly future-proof offering.
How will this new pricing model help?
Agentforce is powerful – but like any new tech, getting started can feel daunting. These pricing updates make it much easier to:
And for those already dabbling in Agentforce? This is your chance to go further, faster, with a pricing structure that truly supports growth.
Why is this a change for the better?
Why were people hesitant to invest? The old Agentforce pricing model, which was based on cost-per-conversation (e.g. $2 per conversation), understandably created hesitation for several key reasons:
1. Unpredictable Costs
Problem: Conversations are dynamic and variable. Some are short, others spiral into long interactions with multiple steps.
Impact: It was hard for businesses to accurately forecast spend, especially if adoption scaled quickly or agents were used in more complex ways.
2. Lack of Cost-to-Value Clarity
Problem: One “conversation” might result in a small task (like updating a field), while another might resolve a full support case – yet both cost the same.
Impact: This misalignment made it hard to justify ROI, especially when trying to scale use across various functions.
3. Discouraged Experimentation
Problem: With each conversation carrying a flat fee, businesses were reluctant to test or iterate on new use cases for fear of racking up unpredictable charges.
Impact: It slowed innovation, especially in departments outside of customer support where value might be more indirect or exploratory.
4. Not Tailored for Non-Conversational Agents
Problem: Many AI agents now go beyond conversation – automating workflows, updating data, or triaging requests behind the scenes.
Impact: A “conversation-based” price model didn’t fit these kinds of automations, leading to misalignment with modern use cases.
5. Perceived as Too ‘One-Size-Fits-All’
Problem: Businesses come in all shapes and sizes, and their AI strategies are equally diverse.
Impact: The previous model lacked flexibility for teams who wanted to scale at different paces, try niche use cases, or optimise per department.
The initial model was rigid and difficult to forecast, making it a challenge for prospects to take the first step confidently.
The new Flex Credits model removes those blockers by:
Want to Learn More? Come See Us at Agentforce World Tour London!
If you’re ready to roll up your sleeves and see what Agentforce can really do, join us at the Agentforce World Tour on 11 June at London’s ExCeL Centre.
Whether you’re just curious or already building agents, our team at Performa – Agentforce specialists since the pilot – will be on hand to guide you through real-world demos, best practices, and how to get started (or get better).
🎟️ Book your Agentforce consultation
🧑💻 Get hands-on experience
📈 See how you can achieve real business outcomes with AI-powered agents
Ready to Get Started?
If you’re thinking about where Agentforce could fit into your business – or wondering if you’re AI-ready at all – let’s talk.
Book a call with us today and take the first step toward building your digital workforce.
Learn More:
References:Salesforce (2025) Salesforce Introduces New Flexible Agentforce Pricing to Accelerate the Digital Labor Revolution. Available [online] here.
The event formerly known as the Salesforce World Tour is stepping into a bold new chapter – rebranded and reimagined as the Agentforce World Tour. As AI reshapes every industry and customer expectation, Salesforce is leading the way with a renewed focus on how AI Agents and CRM can work hand-in-hand to drive smarter, faster, and more human business.
So what does that mean for you? Whether you’re a seasoned Salesforce customer, a curious tech leader, or an innovation-hungry startup, this year’s Agentforce World Tour promises more than just flashy product demos. It’s a glimpse into the future of customer engagement, where intelligent automation, real-time data, and AI-powered collaboration converge to unlock next-level success.
The rebrand to “Agentforce” isn’t just a marketing play – it signals a deep shift in how Salesforce views the future of work. This year’s event will place AI Agents, the digital workforce, at the core of the conversation.
From GPT and Einstein to the fast-evolving Agentforce ecosystem, we’ll for sure see some demonstrations of how digital employees are transforming every function, from sales and service to operations and marketing.
Expect to see sessions showcasing how:
You’ll hear real customer stories, see agents in action, and understand exactly how AI agents are trained, deployed, and measured – and why this is not just automation 2.0, but something far more transformational.
Since the announcement that Salesforce Data Cloud is now free for Enterprise and Unlimited users, businesses have been eager to understand how to take advantage of real-time, harmonised data. Agentforce World Tour will likely dive deep into Data Cloud use cases – showing how it forms the foundation for AI and customer engagement.
We imagine that Salesforce will cover the importance of feeding high-quality, live data into your AI agents and analytics tools, and using Data Cloud to activate marketing, personalise sales, and boost service outcomes.
If you’ve been sitting on disconnected data sources, this is your chance to ask the experts how it can all come together – securely, scalably, and in real time.
With great power comes great… potential for data breaches. This year’s event is doubling down on the “Trust” pillar that Salesforce has always championed. Expect powerful sessions on how to govern AI responsibly, ensuring human-in-the-loop controls for mission-critical tasks and understanding how Salesforce is building ethical guardrails into AI development.
In a landscape where “move fast and break things” no longer flies, Salesforce is positioning Agentforce as a platform where businesses can scale responsibly, with transparency and security front and centre.
World Tours have always been a showcase for what’s coming next – and we’re sure 2025 will be no different. We are excited to learn more about how Agentforce and Salesforce AI will be working with existing tools like Tableau, Slack and MuleSoft. Salesforce has also hinted that we will be getting more industry-specific content exploring the capabilities of digital employees in different contexts and departments.
Now that Agentforce has begun progressing through the ‘Early Adopter’ stage, we are expecting more real-life customer success stories in even more industries to be featured at this pinnacle event.
Beyond the tech, World Tour remains one of the best places to connect with your people – whether they’re fellow admins, architects, CMOs, or developers. With global stops across London, New York, Sydney, Paris, Tokyo, and beyond, the event creates spaces where innovation meets community. Look forward to:
Agentforce World Tour is ideal for:
This year’s Agentforce World Tour isn’t just another rebranded conference – it’s a declaration that the age of the digital employee is here, and businesses that embrace AI + CRM will be the ones leading the pack.
From smarter workflows to unified data, personalised experiences to responsible automation – the future is intelligent, interconnected, and incredibly exciting.
So dust off your Trailblazer hoodie, bring your curiosity, and get ready to meet your new AI teammates. Oh, and don’t forget to come and say hi to us in the Partner Campground!
