Lars Malmqvist

Build production-ready AI agents on Salesforce Agentforce with Atlas Reasoning Engine, Data Cloud, Flow, and Apex Free with your book: DRM-free PDF version + access to Packt's next-gen Reader* Key Features Build intelligent, autonomous AI agents with the Agent Builder and the Atlas Reasoning Engine Extend agents with Apex, Flow, and secure integrations across Data Cloud Deploy, monitor, and optimize agents at scale with DevOps and Agent Analytics Book DescriptionAgentforce is Salesforce’s next-generation framework for building autonomous AI agents that act intelligently on behalf of users. This book is your practical guide to leveraging Agentforce to create enterprise-grade agents that reason, plan, and execute across clouds. You'll begin by mastering core concepts, agent types, the Atlas Reasoning Engine, and the Einstein Trust Layer, before setting up your development environment and using Agent Builder to create your first agents. A full case study walks you through building a production-grade room booking agent, preparing you for more advanced implementations. In later chapters, you'll extend agents with Flow and Apex, build real-time intelligence using Data Cloud and semantic search, and secure your implementations. You'll then adopt DevOps practices to manage deployments, use the Command Center for performance insights, and integrate Agentforce across your enterprise landscape using MuleSoft and external services. By the end, you’ll design and run robust Agentforce solutions that automate complex workflows and deliver measurable business value. *Email sign-up and proof of purchase requiredWhat you will learn Design AI agents using Agentforce Topics, Actions, and Instructions Build agent-ready data foundations with Data Cloud and semantic search Extend agent logic using Flow, Apex, and asynchronous processing Secure agent operations with the Einstein Trust Layer and audit controls Test, debug, and trace agent reasoning using professional tooling Automate deployment pipelines using AgentforceDX and CI/CD tools Monitor agent performance and optimize Flex Credit consumption Integrate Agentforce with MuleSoft and external enterprise systems Who this book is forThis book is for Salesforce developers, architects, and advanced admins looking to build and operate autonomous AI agents with Agentforce. You’ll benefit most if you’re comfortable with the Salesforce platform, low-code tools, and have some awareness of Apex and DevOps workflows. Consultants, SI partners, and enterprise AI practitioners will also find practical patterns for scaling intelligent automation.

Prevent common pitfalls in your Salesforce solutions by optimizing your Salesforce architecture with the help of this updated guide Key Features Build a solid foundation in Salesforce architecture to troubleshoot and enhance your implementations Develop expertise in designing and implementing complex Salesforce architectures Explore common mistakes in Salesforce anti-patterns and their impact on program performance Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionWhile Salesforce is a powerful platform, it is prone to common pitfalls that can result in suboptimal performance, increased costs, and reduced user satisfaction. Known as anti-patterns, these problems can arise from design flaws, poor implementation choices, or a lack of understanding of best practices. Written by a seasoned Salesforce professional and 33-time certified Salesforce Certified Technical Architect, this revised edition will teach you how to identify and avoid common issues, optimize your Salesforce architecture, and ensure successful implementation. This second edition is updated with a comprehensive exploration of Salesforce, along with the addition of the most common Salesforce anti-patterns, providing in-depth analysis and practical solutions. These key learnings will further refine your skills to help you build more robust, scalable, and efficient Salesforce architectures. The chapters offer an expanded coverage of emerging technology trends such as AI and DevOps, updated examples, and additional case studies to ensure that you have the latest information and insights. By the end of this book, you’ll have gained the confidence and expertise needed to design and implement effective Salesforce solutions. What you will learn Discover common architectural mistakes and learn how anti-patterns can improve your architectural skills Find out how to design Salesforce data models the right way Set up data governance to prevent common issues Identify common data architecture issues and discover innovative ways to address them Explore common errors made in deployment setups, test strategy, and architecture governance Master the art of leveraging AI in integration architectures Who this book is forThis book is for Salesforce architects, aspiring architects, developers, consultants, and decision makers who want to start making the right architectural choices or prepare for their journey to CTA. This book is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required.

Tableau is a powerful data visualization tool, and Salesforce CRM is the most successful customer relationship management software. Companies often use these two tools to analyze data and create visualizations. The book starts with an introduction to both Tableau and Salesforce CRM. It then goes on to show how you can connect Tableau with Salesforce CRM and link the two tools. Then, it walks through some of the key features of this connection that allow for seamless data analysis and visualization. It then moves on to advanced use cases, combining Salesforce and Tableau for advanced analytics and decision-making

Master Salesforce DevOps while exploring deployment, packages, Git workflows, and organizational monitoring using third-party tools such as Salesforce DX, GitHub, Jenkins, Gearset, and Copado Key Features Learn how to build a DevOps culture to mitigate project risks and boost return on investment (ROI) Delve into the principles of DevOps and how to apply them in Salesforce for maximum efficiency Explore Salesforce DevOps tools, with examples and strategies for building a robust DevOps stack Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionRob Cowell is a Salesforce DevOps Advocate with extensive experience as a Salesforce Developer and Architect, guiding best practices for Salesforce DevOps. Lars Malmqvist, a 32x certified Salesforce CTA, has 15 years of experience building advanced Salesforce solutions and is the author of two books, Architecting AI Solutions on Salesforce and Salesforce Anti-Patterns. As the Salesforce Platform evolves, architects face increasing demand for advanced solutions. This book serves as your definitive guide to mastering effective DevOps practices crucial for successful Salesforce projects. Beginning with cultivating a DevOps mindset focused on collaboration and communication, it emphasizes governance, visibility, and accountability. You'll delve into tools and techniques, leveraging the robust capabilities of SFDX to craft your strategy efficiently. This book stands out for its practical approach to Salesforce packaging and CI/CD stack creation, guiding you to build a seamless automated change delivery system with freely available software. It addresses critical operational concerns such as ticket management, backups, change monitoring, and data seeding. In the final chapters, you'll discover third-party solutions to expedite your Salesforce DevOps journey, empowering you to deliver sophisticated and efficient projects.What you will learn Grasp the fundamentals of integrating a DevOps process into Salesforce project delivery Master the skill of communicating the benefits of Salesforce DevOps to stakeholders Recognize the significance of fostering a DevOps culture and its impact on Salesforce projects Understand the role of metrics in DevOps architecture within Salesforce environments Gain insights into the components comprising a Salesforce DevOps toolchain Discover strategies for maintaining a healthy Salesforce org with a variety of supporting DevOps tools Who this book is forIf you are a Salesforce architect or senior developer looking to bring DevOps best practices to your projects, this book is for you. To learn from this book, you should have a strong familiarity with Salesforce platform development both in code and low-code, understand concepts such as metadata, JSON, and XML, and feel at ease with command-line operations.

Avoid implementation failures and technical debt by mitigating anti-patterns in your Salesforce enterprise solutions using expert guidance and proven recommendationsPurchase of the print or Kindle book includes a free eBook PDFKey FeaturesBuild exemplary Salesforce architectures by studying anti-patterns that lead to failing systemsDemonstrate deep architectural principles that you can apply in your Salesforce projectsIdentify common problems in Salesforce architectures and apply better architectural solutionsBook DescriptionSalesforce Anti-Patterns teaches you to spot errors in Salesforce patterns that may seem like a good idea at first but end up costing you dearly. This book will enable Salesforce developers and architects to understand how ingenious Salesforce architectures can be created by studying anti-patterns and solutions to problems that can later lead to serious implementation issues. While there are several books on the market that start with the question, “How do I create great Salesforce architecture?” and proceed to a solution from there, this book instead starts by asking, “What tends to go wrong with Salesforce architectures?” and proceeds to a solution from there.In this book, you'll find out how to identify and mitigate anti-patterns in the technical domains of system architecture, data architecture, and security architecture, along with anti-patterns in the functional domain of solution architecture as well as for integration architecture. You'll also learn about common anti-patterns affecting your Salesforce development process and governance and, finally, how to spot common problems in how architects communicate their solutions.By the end of this Salesforce book, you'll have gained the confidence to architect and communicate solutions on the Salesforce platform while dodging common mistakes.What you will learnCreate a balanced system architecture by identifying common mistakes around on- and off-platform functionality and interfacesAvoid security problems that arise from anti-patterns on the Salesforce platformSpot common data architecture issues and discover intuitive ways to address themAvoid the dual traps of over- and under-customization in your solution architectureExplore common errors made in deployment setups, test strategy, and architecture governanceUnderstand why bad communication patterns are so overlooked in architectureWho this book is forThis book is for Salesforce architects, aspiring architects, developers, consultants, and decision makers who want to start making the right architectural choices or prepare for their journey to CTA. This book helps you gain a professional understanding of Salesforce and its building blocks. It is not code-centric, so you will benefit from both functional and technical experience, but a basic level of platform understanding is required.

Use AI solutions in Salesforce to design complete enterprise solutions for sales, service, marketing, and commerce clouds and drive digital innovation in your organizationKey FeaturesLearn how to use Salesforce's AI features and capabilities to meet ever-evolving client needsGet expert advice on key architectural decisions and trade-offs when designing AI-driven Salesforce solutionsIntegrate third-party AI services into applications that modernize your solutionsBook DescriptionWritten for Salesforce architects who want quickly implementable AI solutions for their business challenges, Architecting AI Solutions on Salesforce is a shortcut to understanding Salesforce Einstein's full capabilities – and using them.To illustrate the full technical benefits of Salesforce's own AI solutions and components, this book will take you through a case study of a fictional company beginning to adopt AI in its Salesforce ecosystem. As you progress, you'll learn how to configure and extend the out-of-the-box features on various Salesforce clouds, their pros, cons, and limitations.You'll also discover how to extend these features using on- and off-platform choices and how to make the best architectural choices when designing custom solutions. Later, you'll advance to integrating third-party AI services such as the Google Translation API, Microsoft Cognitive Services, and Amazon SageMaker on top of your existing solutions.This isn't a beginners' Salesforce book, but a comprehensive overview with practical examples that will also take you through key architectural decisions and trade-offs that may impact the design choices you make.By the end of this book, you'll be able to use Salesforce to design powerful tailor-made solutions for your customers with confidence.What you will learnExplore the Salesforce's AI components and the architectural model for Salesforce EinsteinExtend the out-of-the-box features using Einstein Services on major Salesforce cloudsUse Einstein declarative features to create your custom solutions with the right approachDesign AI solutions on marketing, commerce, and industry cloudsUse Salesforce Einstein Platform Services APIs to create custom AI solutionsIntegrate third-party AI services such as Microsoft Cognitive Services and Amazon SageMaker into SalesforceWho this book is forThis book is for technical and functional architects, technical decision-makers working on the Salesforce ecosystem, as well as anyone responsible for designing AI solutions in their Salesforce ecosystem. Lead and senior Salesforce developers who want to start their Salesforce architecture journey will also find this book helpful. Working knowledge of the Salesforce platform is necessary to get the most out of this book.