Workflow exampleSalesforce BlogMay 1, 2026
The 4-Step Guide to Salesforce Agent and Application Development
crm automation
What changed
Deploy robust, secure AI solutions with Salesforce’s development approach, designed to fit the size and skillset of your team and business priorities.
Why it matters
Look for repeatable workflow patterns that could remove manual handoffs or rework.
What to do next
Map the update to one real process before discussing tools.
Estimate the manual time, rework, or delay it could remove.
Scope the smallest useful pilot with clear owner, data path, and success measure.