Whitepapers

Frameworks and checklists you can use.

In-depth guides that help teams assess, plan and govern their Salesforce investment.

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The Agentforce Readiness Framework

Score use cases and assess data, knowledge, permissions and change readiness.

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In progress

Designing Trustworthy AI Agents

Guardrails, Agent Script patterns, testing strategy and human handoff.

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In progress

The Agentic Integration Playbook

APIs, MCP, agent-to-agent orchestration and governance with Agent Fabric.

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