Salesforce Resources
19·Updated Oct 2026
Practical, opinionated Salesforce resources from the team building Clientell AI - the agent that automates the work these resources explain. No signup needed for most.
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12 destinations
Cheatsheet·Salesforce Compliance
Cheatsheet·Salesforce Security·Free PDF
Cheatsheet·Salesforce AI·Free PDF
Guide·Salesforce Technical Debt·Free PDF
Guide·Salesforce AI·12 min read
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Quick reference for the 30 most common SetupAuditTrail action types: what each entry means, how severe it is, and what to do when you see it.
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The 4 permission layers and how they resolve, 10 named anti-patterns, a SOQL query bank and a cleanup sequence that will not break access.
Avg readiness
A checklist to test whether your Salesforce org is ready for AI: data quality, automation maturity, user adoption and integration readiness.
Printable, single-page references for the Salesforce concepts you forget the most.
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Quick reference for the 30 most common SetupAuditTrail action types: what each entry means, how severe it is, and what to do when you see it.
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The 4 permission layers and how they resolve, 10 named anti-patterns, a SOQL query bank and a cleanup sequence that will not break access.
Avg readiness
A checklist to test whether your Salesforce org is ready for AI: data quality, automation maturity, user adoption and integration readiness.
Long-form, opinionated guides on Salesforce + AI, written for practitioners by practitioners.
Read time
A 10-chapter guide for admins and the leaders who fund them. Worksheets, AI prompts and a 90-day plan to audit, rank and fix Salesforce technical debt.
Avg read time
A practitioner's guide to using AI to automate the day-to-day Salesforce admin work, flows, data hygiene, user management, and reporting, without a rewrite.
Step-by-step playbooks for shipping outcomes, built around real Salesforce roles.
Workflow
Step-by-step playbook to find and fix competing automations on Salesforce objects: detect race conditions, retire Workflow Rules, consolidate to one Flow.
Workflow
Step-by-step playbook for running a Salesforce license audit and turning findings into renewal-call leverage. From scan to seat reclamation to negotiation.
Workflow
A 10-chapter career playbook for Salesforce admins moving from using AI to AI-confident architect: skill stack, toolkit, workflows, Agentforce and career plan.
Copy-paste prompts, flows, and configurations you can drop into your org today.
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A CLAUDE.md and skills starter for a Salesforce DX project: org rules, sandbox-first habits and the commands to allow. Copy, edit, commit.
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Prompts that make Claude Code, Cursor, Codex or VS Code find every Flow, Apex trigger, validation rule and layout that uses a Salesforce field.
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100 copy-paste AI prompts across 10 admin categories: users, formulas, flows, debugging, reports, LWC, SOQL, Apex, data cleanup and documentation.
Short, actionable checklists for common Salesforce tasks.
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Salesforce will charge Flex Credits for successful agent calls over MCP and API. The rate is not published. Three questions to ask before metering starts.
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Salesforce ended support for Workflow Rules and Process Builder in 2025, but they still run. Rank by risk, drop some, rebuild the rest as flows you approve.
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The Salesforce sharing and security model on one page: OWD, the 6-rung record-access ladder, restriction vs scoping rules, FLS and the Apex/Flow bug. Free PDF.
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