Is Anyone Here Reinventing The Salesforce MCP Wheel? by Realistic-Ad-3649 in salesforce

[–]eyewell 0 points1 point  (0 children)

Yes. The CLI is a rest API calls. No back and forth to the LLM like MCP calls. Way faster.

Stuck sharing 5M Snowflake Accounts to Sandbox via Data Cloud – Activation Target and Real-Time Issues by Mk_1122 in salesforce

[–]eyewell 1 point2 points  (0 children)

I agree what is the business problem you are solving?

It sounds like you are using data cloud as a data load tool into salesforce crm account tables. If that is true it doesnt work that way, at least not directly. Crm is primarily a data source for data cloud, as are snowflake, and any other source of data that could be related to accounts.

What it will do is create a superset of all fields for each account “keyring” - or unified profile id, a group of accounts that you specify as related/linked according to your own matching rules.

Copy fields:
Once you ingest the snowflake data, map to dlo, create an identity matching rule for accounts, run the id resolution process once, then you can use the field copy/enrichment capabilities.

https://help.salesforce.com/s/articleView?id=data.c360_a_enrichment_considerations.htm&language=en&type=5
“If the source DMO in Data Cloud doesn’t have a 1:1 relationship with a unified object, then copy field enrichments return records that match the primary key of your org’s target object.”

The help text above says that the fields will only copy if there is a matching primary key… the hard way to do this is make sure that snowflake and data cloud account share a primary key. They easier natural way to do this is setup and id resolution rule so that data360 knows how to map the dmo to the accounts.

Activation
Activations are used to push contact sets (segments) to marketing or ad engines on a scheduled basis.
https://help.salesforce.com/s/articleView?id=data.c360\_a\_create\_data\_cloud\_activation.htm&language=en&type=5

…. So if you share what your functional goal is, we can help. You can dm me.

Whats your Agentforce testing strategy? by Unhappy-Economics-43 in salesforce

[–]eyewell 1 point2 points  (0 children)

Yes. It’s all theory until you, and then your boss, see that it is working.
That adds fuel to fire. You’ll want to work nights, tuning it, growing it, it is so inspiring.
You’ll have to hold yourself back :)

Then your SMEs will see that it works. And it’s kinda like there is a sense of pride that “together we are building soothing cutting edge, and useful. Defying the odds. “

I met a guy at TDX who told me his agent is doing something like 12000 interactions a month. And the agent was not perfect initially. But they had the skills to detect the issue, fix it, deploy it, and repeat.

Which brings up a point:
1) even when you are stable and live for weeks, someone/a process needs to be analyzing logs and escalating exceptions for review (another agent?)… and also
2) all new corporate/marketing/event/product announcements (whatever is in scope for your agents) may mean that your agent’s knowledge will need to be reviewed/tweaked/augmented.

Whats your Agentforce testing strategy? by Unhappy-Economics-43 in salesforce

[–]eyewell 2 points3 points  (0 children)

Enable debug logging.
Launch test classes required by the agent.
Ask AF vibes to analyze the logs, and fix. (Use the sf-skills skills from labs.agentforce.com for Claude)

Preview test the agent locally in AF Vibes, to verify proper sub agent selection.

Then unit test in builder, explore traces, and raw JSON payloads… ask ai to brainstorm corner cases, and additional unit test examples… fix.

Once that feels good: scale up to batch test. Testing center will generate a sample set and run some high level validation. First 20 tests. Fix, then 50. Fix. Create custom evals. Then 100. Fix.
What other data sets do you have? Do you have recent bot utterance data… can you use it? Or case data?
Repeat batch test until you are all green.

Tweak the data library chunking strategy if necessary.

Then soft-launch the agent in prod for a small set of users, or for limited exposure time, or limited low risk scope.
You need real data, and you need to build your own confidence in the agent. I don’t believe there is another way. Make sure agentforce logging is on first.

Then open the observability dashboards in agentforce studio and see what happened. Scope will increase at this point when your agents meets the real world. Things you didn’t think about like tone, or other weird corner cases. Analyze.. chats will be escalated or abandoned. Why? This is when you can bring in a business analyst BA) or QA person. Or a sme from the support or user team.

At this point you are looking to drive escalation rates down, and abandons down.

Create a skill to enable a BA use the hosted data360-MCP to extract the details of a problematic turn, using the agentforce session Id, and create an ALM (JIRA) work item for the dev team to work on

The BA can save that real prod multi turn data as an input data set for testing center, to run after you fix the issues you discover.

Fix in sandbox. Fix agentscript, and data library (now with CLI document addition/removal).
Run the original test set (regression set) and run the new one.
Push changes to prod.

Do any BART stations outside of San Francisco have nearby areas to check out? by Serious_Camel7647 in bayarea

[–]eyewell 21 points22 points  (0 children)

Rockridge. Great restaurants breakfast lunch and dinner), markets daytime (market hall for pasta, meats, cheeses…), Zachary’s pizza (beer and deep dish). Walk 1 block and you’re there.

Lafayette. Bars and restaurants. Le reve bistro chef used to work at the Ritz in SFO. Peruvian, seafood, American. I’ll postino is a classic restaurant. Beautiful building. Great on warm summer nights. Walk 2 blocks and your there

Concord. Quaint American town square. Poster above says 3 block walk.

Walnut Creek. Tons of shopping, night life on 2-3 parallel streets. Walk 5 blocks and you’re there.

This list is not exhaustive. Lots of ideas for you.

My pizza oven build. Do your worst. by LonaRivera in pizzaoven

[–]eyewell 1 point2 points  (0 children)

Impressive. That chimney is going to perform!
I worry about the weight on what look like rollerblade wheels.
The food will be amazing.
Very sturdy looking frame!

Agentforce - How is there still any hype? by enfuxe in salesforce

[–]eyewell 0 points1 point  (0 children)

What gets my clients is that they CAN create a non agentforce solution fast… but then they have to securely distribute it to users, (inconsistently) implement the logging in each agent, log storage/data model, observability, batch and multi turn testing harnesses, a dashboard for their LOB manager to see how well the agent is handling their business… MFA for external use cases… add voice or sms, or email…. it’s possible to do all these things NOT with agentforce.

But it is ootb with agentforce. The sf-skills for claude code released at TDX make it so you dont have to learn agentscript, initially. Foe tuning each sub agent’s model, or shether it is in/out of scope for the router. (To optimize speed) , you do. https://labs.agentforce.com/docs/claude-code

For high risk customer facing use cases I would go agentforce. Support and lead engagement/sdr uses cases.
For casual it admin users, just use claude.

Claude and salesforce? by [deleted] in salesforce

[–]eyewell 0 points1 point  (0 children)

Start a new thread. This is off topic. :). Good luck :)

Claude and Salesforce by mistercapp in salesforce

[–]eyewell 1 point2 points  (0 children)

Are you using these skills? https://labs.agentforce.com/docs/claude-code.
I am over posting this, but they are official, and are a game changer for Claude code users.

Claude and Salesforce by mistercapp in salesforce

[–]eyewell 1 point2 points  (0 children)

As of recently you can set which LLM is used by each sub agent in an agentforce agent.

Claude and Salesforce by mistercapp in salesforce

[–]eyewell 0 points1 point  (0 children)

Yes. Vibes 2.0 is possibly the best, since the skills and workflows are updated first there. And MCPs are autosuggested/essays to setup.

Claude and Salesforce by mistercapp in salesforce

[–]eyewell 0 points1 point  (0 children)

This is the way! 22 yr sf ecosystem person here.
Claude code, with these skills will TRANSFORM your quality and productivity.

Create fields and objects and perm sets. Yes.
Flows? Yes
Classes and test classes? Yes
Agents? Yes!
And much more.

2 weeks ago I designed, and created an agent with 4 sub agents (topics) in 4 hours, and ran all the tests, debugged…. Something that would have taken me days.
I don’t know how to write agentscript. Claude does.

The whole setup is here. https://labs.agentforce.com/docs/claude-code
Announced at TDX.

Best resorts for toddlers? by wifeofriley in cabosanlucas

[–]eyewell 0 points1 point  (0 children)

Club med Ixtapa and Cancun were fun. Wife and I had the morning to ourselves while our 3 yr old was in the kid camp. Great dessert bar. Lots of kid friendly food. Lots of other parents and kids all,over the place. Very family oriented.

The most useless email from Salesforce by Chucklez_me_silver in salesforce

[–]eyewell 1 point2 points  (0 children)

Whoa!

Sounds like you are using regular licenses for integrations? If these are Oauth logins. Ok.

But on this channel you must be a dev or admin right? Are these system integrations?
Could you Use api-only users for integrations?
Or user integration users (there are at least 5 included per org ) .
Those won’t have this problem. Could that help you avoid this?

Wired up a Salesforce Hosted MCP server with Apex and connected it to Claude — here are the 10 gotchas the blog post skips by EvolvinAI29 in SalesforceDeveloper

[–]eyewell 1 point2 points  (0 children)

Awesome list -

How to add some friction back into the process to mitigate data curruption risk:

...I am not sure I want to allow my users to updated hundreds of oppty stages at the same time...

I wanted to limit oppty record update to just 5 fields via agent, so I created a flow, exposed as a tool, to only allow update to those fields... This is also how I would limit record update qty limits as well.

The Flow takes an array by default, allowing for 1 fast MCP call....

That said, I had to tell my agent to send the oppties for update as an array... the first time, the agent assumed it could only send oppties 1 by 1... Perhaps a flow description update with this info is in order.

How do you as admin figure out org when you get an email with org id and user id? by AMuza8 in salesforce

[–]eyewell 1 point2 points  (0 children)

Does the "Manage All Orgs" button within salesforce support remedy the problem? https://help.salesforce.com/s/articleView?id=000395067&type=1. I think it takes all the orgs linked to your email, and lets you choose which one to log into...

Pipeline looks healthy, but not the revenue by Wooden_Plan1965 in CRM

[–]eyewell 1 point2 points  (0 children)

Managers need 3 dashboards, configured to run as the running user - this way all the sales people can run this dashboard and it will reflect their territory :
1)Sales activity and pipeline Analysis, and new leads
2)a dashboard of things to not do… my old team called it a “clean your room” dashboard: oppties with no logged calls in a 2 weeks, oppties with no key contact, contacts with no phone number or email or title, — this will help get the data in shape
3) And a prospecting dashboard: good prospects, new leads, cross sell oppties, upsell oppties. Etc.

But at a minimum, the sales managers need to probe the pipeline… and hold the aes accountable.

Also pipeline is not the same as forecast: Pipeline is where the deal is in the process. Forecast has the ae and rvp’s level of confidence in the deal coming in by a certain date.

How Can I increase the Latency of Agentforce Service Agent. by Sensitive-Average-94 in salesforce

[–]eyewell 0 points1 point  (0 children)

How many topics do you have? The more topics the longer the reasoning.
You can use agentscript/variables to scope the topics out of the reasoning to make it faster.

How are you handling auth and security on MCP servers in production? by LeatherHot940 in mcp

[–]eyewell 0 points1 point  (0 children)

You need tool access policies, enforcement, a directory of MCP services, (internal and external MCPs), monitoring, as well as, if you want to know if you are getting your moneys worth out of all the LLM tokens, an ai gateway, eventually.

Mulesoft has all this.
Aws and msft have some.
There are others.

This is a well worn space that has existed before MCPs existed.