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Last Updated on September 1, 2025 by Rakesh Gupta Agentforce, released by Salesforce in September 2024, is an AI solution that helps businesses create and deploy autonomous digital agents. The powerful AI solution is supported by advanced reasoning abilities and is designed to work with human colleagues to improve marketing, The post Business Adoption of Agentforce in 2025 appeared first on Automation Champion.

As mentioned in previous posts, MDQ is a special breed of product. Many functions that behave one way for a standard subscription product behave entirely differently on an MDQ or segmented product. One key field that falls into this category is the Quantity field. Below, I will work through the different quantity fields that need to be taken into account depending on what stage of the process you are in and what object you are looking at. Initial Quote The Quantity field behaves as expected on the initial quote; you can see this by comparing it to the Effective Quantity field. Contract Once on the Contract record and looking at the Subscription records, you will start to see some differences. The Quantity field here only works essentially for the first Segment. To see the value of the second and third segments, you need to review the Segment Quantity field. The reason is that the segments are ramping, and CPQ treats the quantity field to show the delta between the previous and the current line you are looking at. Also, you will note that the Renewal Quantity field is populated; this shows the amount the line value will renew to at the end of the term. Renewal Quote before modifying Prior to making any modifications to the Renewal Quote (which was auto-generated using the Renewal Quoted checkbox), you can see that we are back where we started, with both Quantity and Effective Quantity matching. Renewal Quote after modifying After making some modifications here, both on the segmented and non-segmented products, you can see a couple of things. First, the Original Quantity is only populated on the non-segmented products; this is just how Salesforce does things. However, this value allows you to compare Quantity or Effective Quantity to the Original Quantity (what the Renewal line came in as). You will also see that modifying the segmented product did not affect the Quantity or Effective Quantity behavior. Renewed Contract Lastly, on the renewed contract, you will see the same values noted on the previous contract. In general, it is very important to remember the nuances of MDQ. The Salesforce help site has extensive documentation that discusses many functions.

“I hear you – connecting CRM with ERP is one of the biggest pain points for Salesforce customers.” This is not just a complaint. It’s a refrain, repeated across boardrooms, shop floors, and finance offices in companies of every size. Sales leaders close deals in Salesforce CRM, but production teams can’t see the orders until someone manually updates a spreadsheet. Finance departments reconcile weeks late. Inventory managers either run out of top sellers or hold excess stock that ties up working capital.   The result? Silos, delays, errors, and frustrated customers.  And yet, despite billions invested in “digital transformation”, this problem persists. The Pain: A Familiar Story Consider a manufacturer running on Salesforce CRM and a standalone ERP. Sales teams input opportunities and quotes into Salesforce. Once a deal closes, that data must be exported, re-entered, or synced into ERP.  If the integration is late, production doesn’t start in time.  If it fails, finance doesn’t invoice correctly.  If it mismaps, customers receive the wrong product or wait too long. Every delay compounds. Sales blames operations. Operations blames IT. Finance plays catch-up. And the CEO faces angry customers and shrinking margins.  This isn’t unique to manufacturing. A MedTech company struggling with compliance reporting faces the same pain. A pharmaceutical distributor balancing supply chain complexity hits the same wall. Even fast-growing e-commerce sellers on Salesforce CRM find themselves buried under spreadsheets because their ERP won’t keep pace. In all these cases, the core issue is the same: CRM and ERP don’t talk natively. Why Traditional Fixes Fail For years, businesses have tried to solve this disconnect with middleware, connectors, and APIs. While they help in the short term, they introduce new complexity:  Every integration adds cost, fragility, and maintenance overhead.  Data silos remain, just hidden under layers of “sync.”  When one system updates, the other lags behind.  Meanwhile, legacy ERP vendors are bolting on “AI modules” and predictive dashboards. But these feel like afterthoughts – cosmetic overlays on architectures built decades ago. They don’t change the fact that ERP remains reactive, not proactive. In other words, we’re still asking 20th century systems to solve 21st century problems.  The First-Principles Reset At Axolt, we decided to go back to first principles.  We asked ourselves: What if ERP wasn’t an add-on, but lived natively inside Salesforce?  One platform.  One data model.  One Customer 360.  No syncing. No silos. No middleware. Just a single system where CRM and ERP share the same foundation.  But we didn’t stop there. We knew that simply connecting the dots wasn’t enough. Modern businesses need systems that don’t just record and report, but think, learn, and act. That’s why we built Axo. Meet Axo: The AI-Native ERP Agent Axo isn’t just ERP. It’s the first AI-native ERP agent suite designed on Salesforce. At its core are Axo Agents – intelligent, conversational assistants embedded into every Axolt ERP module: inventory, manufacturing, logistics, and finance.  With Axo, ERP is no longer a maze of menus. It’s a conversation. A planner asks: “What’s our stock position for SKU A123 next week?” Axo replies instantly, pulling live inventory and forecast data. A CFO says: “Show me customers with delayed payments above $50K.” Axo surfaces the list in seconds, with recommended actions. A production manager types: “Reschedule batch #456 to next week and adjust raw material orders.” Axo executes the workflow, adjusting inventory and notifying suppliers.  This isn’t ERP that waits for you to pull reports. This is ERP that tells you what you need to know, and often what you didn’t realize you needed.   In short: less firefighting, more scaling. Why Being AI-Native Matters Most ERP vendors add AI later. Axo was designed around it from the beginning. That makes all the difference.  Agents First, UI Second: Instead of forcing users through complex screens, Axo starts with natural language and actions.  Continuous Learning: Axo adapts to company patterns, supplier performance, and customer behavior.  Proactive Recommendations: Axo doesn’t just answer; it advises — suggesting optimal reorder points, production schedules, or financing options.  Salesforce Advantage: Because Axo lives on Salesforce, it inherits the scalability, security, and extensibility of the platform, something no legacy ERP can replicate.  This is the shift from ERP as a system of record to ERP as a system of intelligence.  The Business Impact For customers, the difference is tangible: Faster decisions: No more waiting on weekly reports.  Lower costs: Reduced excess inventory, optimized shipping, fewer financial errors.  Better collaboration: Sales, finance, operations all work from the same platform.  Happier customers: On-time delivery, accurate commitments, fewer surprises. The Future of ERP is Agent-Driven ERP is undergoing a transformation. For decades, it was about tracking, keeping a record of what happened. Today, the future belongs to systems that act – advising, automating, and orchestrating operations in real time. Axo represents that shift. It’s not about bolting AI onto ERP. It’s about reimagining ERP with AI agents at the core. The old story of CRM–ERP disconnect is well known. What’s new is the opportunity to end it.  With Axolt Axo, Salesforce customers no longer need to choose between integration headaches and outdated ERP. They can have a system that’s connected, intelligent, and built for growth. ERP is no longer just about recording the past. With Axo, it’s about shaping the future. Axolt ERP is available on Salesforce AppExchange: Axolt AppExchange Listing The post From Disconnect to Intelligence: How Axolt Built Axo as an AI-Native ERP appeared first on Salesforce Time.

If you’re looking for a more visual, flexible, and offline friendly way to collect data in Salesforce, SharinPix Forms might be exactly what you need. As SharinPix’s latest innovation, SharinPix Forms empowers users to build customizable data capture experiences directly tied to Salesforce records. Whether you’re conducting field inspections, customer onboarding, or inventory checks, these forms allow you to enrich data with photos, videos, sketches, signatures, and more. Most importantly, they can work even without an internet connection. What Are SharinPix Forms? SharinPix Forms is a powerful solution for capturing and managing structured and visual data directly within Salesforce. It allows users to build flexible forms that include standard fields like text, dates, and picklists, along with rich media inputs such as images, videos, sketches, scanned documents, and signatures. These forms work seamlessly with any Salesforce object and support offline data collection, making them ideal for field operations. The data collected through the form is stored in Salesforce records, ensuring compatibility with automation and reporting. Whether you’re inspecting equipment, conducting surveys, or documenting site visits, SharinPix Forms makes the process faster, more visual, and fully integrated with your Salesforce environment. Moreover, it is powered by AI, making your forms even smarter. To better understand the capabilities of SharinPix Forms, let’s walk through building a form for a coffee machine inspection. Coffee Machine Inspection Use Case Once you’ve installed SharinPix from the AppExchange and completed the quick setup, you’re ready to start building your first form. In this example, we’ll create a form tailored for coffee machine inspections, designed for use by our field technicians. Building the Form Template The main step is to create a form template. Go to the “SharinPix Form Templates” tab and click “New” to start. This will open the configuration screen where you can build and customize your form. On the left side, you’ll see a list of all the elements currently in your form, along with the available options you can add. To insert a new field (we can also call it an element) simply click on the type you want. For example, clicking “Text” will add a new text field to your form. On the right side, you’ll see a live preview of how your form looks. To configure a field, simply click on it. This opens a panel with various options. You can make the field required, enable (or even enforce) media capture, or set a default value. There are even more options. Since SharinPix Forms are powered by AI, you can also use the ‘Magic Fill’ feature. This allows you to enter a prompt and let AI detect information directly from a photo. You can also pre-fill a form field with data from a Salesforce field, and push the form input back to update that Salesforce field. After adding multiple types of fields, here is the final version of our coffee machine inspection form template. After finishing the form template, there are a few small setup steps you need to complete. Let’s assume your field technicians will fill out the form from a Case record in Salesforce. To link the form response to the Case, first create a lookup field to the Case object on the SharinPix Form Response object. Next, create a new Custom Metadata record to map this lookup field. This tells SharinPix to automatically populate the Case reference when a field technician submits the form. The last step is to make the form accessible from the Case record. To do this, add the SharinPix Form Launcher component to the Case record page in Lightning App Builder, and be sure to enter the name of your form template. Optionally, you can also add the SharinPix Generate Form Response PDF component to allow PDF generation, and the SharinPix Album component to display captured media directly on the record. How to Use the Form Now it’s time to fill out the form. Since this form is designed for field technicians, it will typically be used through the Salesforce mobile app while on site. To access and complete the form, users will need to install the SharinPix mobile app from the App Store or Google Play. Once installed, the app seamlessly connects with Salesforce, allowing technicians to fill out the form, capture media, and sync everything, even when offline. That’s one of the most important advantages of SharinPix Forms. As shown here, the field technician can easily open the form directly from the Case record. Once the form is submitted, it becomes available under the related Case, and all responses are stored in Salesforce records. This not only keeps everything organized but also enables powerful reporting and automation based on the captured data. Conclusion SharinPix Forms offer a powerful and user-friendly way to collect structured and visual data in the field. With seamless Salesforce integration, offline capabilities, and AI-powered features, they simplify inspections, improve data quality, and support better decision making. Whether you’re managing coffee machine checks or any other field process, SharinPix Forms help bring your data to life. They work seamlessly for Salesforce mobile users, Salesforce Field Service mobile users, and even external contractors without Salesforce access. Thanks to shareable form links that you can send via SMS, WhatsApp, calendar invites, and more. Learn more on Salesforce AppExchange:SharinPix on the Salesforce AppExchange The post Simplifying Field Operations with SharinPix Forms appeared first on Salesforce Time.

When multiple users collaborate on building and improving Flows in Salesforce, keeping track of changes between versions becomes a challenge. This is especially true for complex Flows with dozens of elements, where even small modifications can be difficult to spot. Until now, there was no standard way to compare Flow versions, making manual reviews both difficult and time consuming. As a result, teams often struggled to identify what had changed and sometimes relied on third party tools for clarity. Well, those days are over. With the Winter ’26 release, Salesforce is introducing a powerful new Flow Comparison tool. Flow Version Comparison Tool Flow Version Comparison tool solves the problem by letting you compare two versions side by side and view the exact differences in a clear, tabular format. Here is how to use it. Open the Flow version that you want to compare. Then click “Compare Versions” from the version selector. Then, choose the version you want to compare with and click “Compare Versions” button. This will display the differences between Flow versions. You can view a summary of changes, including added, updated, or removed items, as well as modified connectors. Below the summary, you’ll find a table of the exact elements with differences. Click “View Details” to see more information about each change. For example, here you can see that the user added a new entry condition to the start. By default, Flow Comparison Tool shows the elements that have differences. However, you can decide to show all the elements. Here are all the steps from a different Flow. You can also share the comparison results with others. Simply copy the URL, and they can open it directly without any extra steps. Flow Comparison Tool Limitations Since this is a new tool introduced in the Winter ’26 release, it comes with a few limitations. Currently, it doesn’t support Screen Flows or the Transform element. However, I’m confident the Flow team will address these in upcoming releases. The post How to Compare Flow Versions appeared first on Salesforce Time.

Cority is the global enterprise EHS software provider creating industry-leading technology to empower those who transform the way the world works.   For over 35 years, Cority has been powered by the spirit of innovation, deep domain expertise, and a commitment to integrity that enables higher levels of operational and sustainable performance with the most comprehensive, human-centered, and secure SaaS platform to help workers and businesses thrive in 100 countries around the world.   The company enjoys the industry’s highest levels of client satisfaction and has received many awards for its strong employee culture and outstanding business performance. To learn more, visit www.cority.com. We’re seeking a detail-oriented Marketing Programs Specialist to join our Campaigns Team, supporting the planning, execution, scheduling, and reporting of marketing campaigns across our fast-paced B2B SaaS organization. You will own the hands-on building, testing, personalization, and deployment of emails in Marketo, while also supporting campaign tracking, Salesforce integration, and cross-channel initiatives.   You’ll work closely with demand generation, product marketing, and revenue operations to deliver high-impact campaigns — from product announcements and newsletters to webinars and paid media programs. The ideal candidate is a quick learner, naturally curious about leveraging our current tech stack as well as adopting new technologies (including AI) and eager to optimize processes and workflows to make campaigns more effective.   This role is perfect for someone who thrives in execution, enjoys working with technology, and is excited to become an email marketing expert while gaining exposure to broader campaign operations.  n Key Responsibilities: Email Marketing & Automation (60%)  Build, test, and send marketing emails in Marketo, including newsletters, product updates, nurture campaigns, and webinar/event promotions.  Handle campaign requests end-to-end — from intake and setup through QA, scheduling, and performance monitoring.  Create and manage Marketo programs, including email assets, landing pages, forms, and tokens with proper naming conventions and tracking.  Personalize campaigns using segmentation, tokens, and dynamic content.  Set up and sync Marketo programs with Salesforce campaigns for proper attribution and sales visibility.  QA all email assets to ensure flawless formatting, links, rendering, and functionality across inboxes and devices.  Campaign Support & Process Optimization (25%)  Manage campaign scheduling and intake to ensure cross-functional alignment and smooth execution.  Support cross-channel campaigns, including webinars, paid media, and content distribution.  Collaborate with RevOps to ensure accurate campaign attribution and reporting in Marketo and Salesforce.  Experiment with AI and new technologies to improve personalization, workflow efficiency, and campaign results.  Provide program support using project management tools, such as Asana.  Events & Webinar Support (15%)  Manage console setup, coordinate speaker meetings, and handle behind-the-scenes technology for webinars in ON24.  Support vendor coordination and deliverables for paid media programs.  Assist with event promotion and follow-up campaigns.  Qualifications: Must-Haves  3+ years of hands-on experience in email marketing at a B2B SaaS or tech company.  Intermediate to expert-level proficiency with Marketo (or equivalent marketing automation platform).  Strong understanding of email best practices, including segmentation, personalization, compliance (CAN-SPAM, GDPR), and deliverability.  Proven experience with A/B testing email campaigns and translating insights to improve broader marketing performance  Experience with Salesforce campaign setup, integration, and reporting.  Excellent organizational and project management skills; able to handle multiple campaign requests and deadlines.  Familiarity with webinar tools such as ON24, GoToWebinar, or Zoom.  Tech-savvy and naturally curious about adopting new tools and technologies to work smarter.  Strong attention to detail and quality assurance capabilities.  Excellent written and verbal communication skills.  Nice-to-Haves  HTML/CSS skills for email template building and modification.  Experience using AI tools for content development, personalization, or workflow automation.  Understanding of UTM tracking, campaign taxonomy, and marketing attribution models.  Familiarity with reporting tools (Marketo and Salesforce reporting).  Experience with project management platforms such as Asana, Monday.com, or Trello.  Marketing automation certifications (Marketo, Salesforce, etc.).  Exposure to broader B2B SaaS demand generation strategies.  n What You’ll Gain: This role offers the opportunity to become an email marketing expert while gaining exposure to multiple marketing channels and technologies. You’ll develop deep technical skills in marketing automation while contributing to process improvements that impact the entire marketing organization.  WHAT’S IN IT FOR YOU?   ·       An opportunity to work in a values-driven, performance oriented, dynamic and growth focused culture ·       We support a remote working environment with a one-time home office allowance and subsidized monthly internet allowance ·       Competitive health benefits, dental plans, and retirement savings plan (RRSP, 401K plan etc.) ·       Annual fitness allowance ·       Mental health support provided through access to Calm Premium meditation app and access to Talkspace ·       Access to Udemy, internal training programs, annual training allowance and certifications, if applicable, and High Talent Programs     Cority is committed to a diverse and inclusive work environment. Cority is an equal opportunity employer and does not discriminate based on race, nationality, gender, gender identity, sexual orientation, protected veteran status, age, disability or any other legally protected status. For applicants who would like to request for accommodation please send an email to hr@cority.com.