Salesforce Resources
14·Updated Jun 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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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 Salesforce SetupAuditTrail action types. What each entry means operationally, severity classification, and what to do when you see it.
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The 4 permission layers and how they really resolve, 10 named anti-patterns, the SOQL query bank, real-world breach stories, and a cleanup sequence that won't break access. Spring '26 current.
Avg readiness
A comprehensive checklist to evaluate your Salesforce org's readiness for AI, covering data quality, automation maturity, user adoption, and integration preparedness.
Printable, single-page references for the Salesforce concepts you forget the most.
Score
Quick reference for the 30 most common Salesforce SetupAuditTrail action types. What each entry means operationally, severity classification, and what to do when you see it.
Score
The 4 permission layers and how they really resolve, 10 named anti-patterns, the SOQL query bank, real-world breach stories, and a cleanup sequence that won't break access. Spring '26 current.
Avg readiness
A comprehensive checklist to evaluate your Salesforce org's readiness for AI, covering data quality, automation maturity, user adoption, and integration preparedness.
Long-form, opinionated guides on Salesforce + AI — written for practitioners by practitioners.
Read time
A 10-chapter guide for admins and the leadership teams who fund them. Worksheets, AI prompts, and a 90-day plan to audit, prioritize, 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 rewriting your org.
Step-by-step playbooks for shipping outcomes — built around real Salesforce roles.
Workflow
Step-by-step playbook for diagnosing and fixing competing automations on Salesforce objects. Detect race conditions, retire EOL Workflow Rules, consolidate to one-Flow architecture.
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
10-chapter career playbook for Salesforce admins crossing the gap from 'using AI' to 'AI-confident architect'. Skill stack, toolkit, daily workflows, Agentforce, and the career play.
Copy-paste prompts, flows, and configurations you can drop into your org today.
Short, actionable checklists for common Salesforce tasks.
Industry avg
Vendor-neutral 50-point checklist for evaluating any AI agent, copilot, or Agentforce vendor before it touches production Salesforce. Free PDF.
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The 47-point checklist top Salesforce teams run before pulling the trigger on Agentforce. Data Quality, Process Clarity, Permission Hygiene, Automation Overlap. Skim in 15 minutes.
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The 38-point checklist for running a Salesforce permissions audit yourself. Profile sprawl, integration users, permission set hygiene, role hierarchy. Skim in 20 minutes.
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