Tag: Salesforce

  • Pip Tip #54 – Supercharge your Salesforce flows with reactive screens!

    Pip Tip #54 – Supercharge your Salesforce flows with reactive screens!

    Supercharge Your Salesforce Flows with Reactive Screens!

    Gone are the days of clunky, static flows. With Reactive Screens, your flow components can now interact in real-time – updating fields, calculations, and UI elements instantly as users input data.

    Why does this matter? It means more dynamic, responsive, and efficient processes, ultimately leading to increased productivity and smoother user interactions.

    Whether you’re a Salesforce admin, developer, or business analyst, embracing this feature can significantly streamline your workflows. Ready to make your flows smarter and more responsive?

    Learn more about Reactive Flows here:

    Read more

  • Pip Tip #36 – Duplicate data in Salesforce? Don’t sweat it

    Pip Tip #36 – Duplicate data in Salesforce? Don’t sweat it

    Duplicate Data in Salesforce? Don’t sweat it

    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.

  • Pip Tip #34 – Eliminate manual lead assignment

    Pip Tip #34 – Eliminate manual lead assignment

    Eliminate Manual Lead Assignment

    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.

  • Pip Tip #35 – Starting off with flows in Salesforce

    Pip Tip #35 – Starting off with flows in Salesforce

    Starting Off with Flows in Salesforce

    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

  • Pip Tip #41 – Optimising lwc development workflow using Salesforce plugins

    Pip Tip #41 – Optimising lwc development workflow using Salesforce plugins

    Optimising LWC Development Workflow using Salesforce Plugins

    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!

  • Pip Tip #47 – Best practice with apex code coverage visualiser

    Pip Tip #47 – Best practice with apex code coverage visualiser

    Best Practice with Apex Code Coverage Visualiser

    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.

    Read more

  • Pip Tip #42 – Salesforce & spreadsheets

    Pip Tip #42 – Salesforce & spreadsheets

    Salesforce & Spreadsheets

    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

  • Pip Tip #2 – What is platform cache in Salesforce?

    Pip Tip #2 – What is platform cache in Salesforce?

    What is Platform Cache in Salesforce?

    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

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  • Pip Tip #5 – Automation made easy

    Pip Tip #5 – Automation made easy

    Automation Made Easy

    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!

    Read more

  • Agentforce Pricing Gets Flexible: Salesforce Makes AI Adoption Easier for Trailblazers

    Agentforce Pricing Gets Flexible: Salesforce Makes AI Adoption Easier for Trailblazers

    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:

    • Pay-per-action: You only use credits when an agent takes a real action (like resolving a support case or updating a record).
    • A ‘pack’ of 100,000 credits will be priced at $500
    • 20 credits = 1 action (therefore $0.10 per action)
    • No usage surprises: Clear tracking through your Salesforce Digital Wallet lets you forecast and manage AI spend with confidence.
    • Available now: Already live and available – with Enterprise Edition customers and above having access to 100,000 flex credits with Salesforce Foundations!

    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:

    • Pilot agents for niche use cases
    • Manage tech budgets encompassing AI
    • Expand success stories across departments
    • Tie investment directly to tangible business outcomes
    • Test, learn, and optimise before scaling
    • Align AI strategy to evolving priorities

    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:

    • Tying cost directly to specific actions
    • Offering full transparency and control
    • Enabling experimentation without financial risk
    • Scaling smoothly with business growth

    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.