Tips and tricks for building your Salesforce expertise.
Wondering whether to create a new Agent or just add a Topic in Agentforce? This guide breaks down how audience, intent, and system needs should shape your architectural decisions and why getting it right early matters more than you think.
Learn how to make decisions on effective Topics and Actions in Agentforce to power smarter AI Agent interactions. This guide covers key implementation strategies and best practices to build a strong architectural foundation for your Agentforce setup.
Another TrailblazerDX is in the books for the Lane Four team, and as always, the Salesforce ecosystem has a lot to talk about. From long-awaited
Ensure a successful Agentforce implementation with a strong data governance strategy. Learn how Lane Four can help you structure, secure, and optimize your Salesforce data for AI readiness.
Explore Lane Four’s expert take on the Salesforce Spring ’25 Release Notes, covering major updates in Flows, AI automation, Revenue Cloud, Data Cloud, and more—what works, what needs refining, and what matters most for your business.
The Salesforce Spring ‘25 release introduces Send Email with Attachments in Flow Builder, enabling consultants and admins to automate file delivery seamlessly without relying on complex custom code.
Struggling with outdated quoting and configuration processes? See how Lane Four helped a manufacturing company transition from spreadsheets to a custom Salesforce CPQ solution, improving efficiency and scalability. Learn how the right custom solution can transform manufacturing sales.
Introducing Salesforce’s Agentforce Testing Center, a tool designed to test and enhance the reliability of AI agents before deployment. We discuss the limitations of traditional testing methods, setting up a new test, and lessons we’ve learned from using it in our first Agentforce deployments to ensure our client’s AI agents are optimized for accuracy.
With the introduction of Revenue Cloud + (previously known as Revenue Lifecycle Management or RLM), we are seeing tons of new features coming to the
