CRM×AI

All Articles

35 articles on AI, Salesforce, and CRM strategy.

Salesforce publishes 250+ open-source agent skills and 19 plugins for Claude Code, Cursor, and Agentforce Vibes. What they are and how to install them.

Oct 22, 20268 min read

How to test Agentforce agents with Testing Center, custom scorers, and conversation tests, then monitor them in production with Agent Health Monitoring.

Oct 22, 20268 min read

How to set up an Agentforce agent in Salesforce 2026—without Apex or code. This step-by-step admin guide covers Agentforce Builder, Topics, Actions, testing, deployment, and the new conversational Setup feature in Spring '26.

Mar 31, 202614 min read

A complete step-by-step guide to integrating ChatGPT with Salesforce Flow using HTTP callouts — no Apex required. Covers real-world use cases, common mistakes, and troubleshooting for admins.

Oct 15, 202511 min read

Complete guide to AI-powered lead scoring in Salesforce: enable Einstein Lead Scoring, build a ChatGPT Flow, choose the right fields, troubleshoot common problems, and measure ROI.

Sep 15, 202512 min read

Use ChatGPT to design smarter Salesforce reports, interpret results faster, and turn raw data into actionable insights your stakeholders will love.

Aug 18, 20255 min read