Topic coverage

Automation

Source-linked reporting and practical patterns organized around a shared enterprise applications question.

Latest reading

A person rests one hand on a stop lever beside a long conveyor belt carrying a single open folder past six calendar pages.

What an Agentforce agent needs before it can run for weeks

Salesforce's new long-horizon runtime lets Agentforce agents pursue goals for weeks. These are the run-level controls the post leaves for you to ask about.

An underwriter at a desk holds a blank paper form up to the light while a stack of completed case files waits beside her.

Winter '27 puts governed CRM data under every agent

Salesforce's Winter '27 post rests autonomous workflows on governed CRM data. Here is what governed has to mean before an agent runs a case end to end.

A service desk worker holds a rubber stamp over an open case folder while a phone handset, a note, and an envelope wait beside it.

Winter ’27 cross-channel agents redefine a closed case

Salesforce says Winter ’27 agents carry a case across voice, Slack, and email. Closed now means every channel is settled, and your status field can't say that.

Analysis and architecture

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A corkboard covered in hand-drawn flowcharts pinned one over another, torn edges of older diagrams visible beneath the newest sheet.

Why your CRM lead routing rules stop making sense

Routing rules pile up one exception at a time until nobody can explain why a lead landed where it did. Here is how to find the rule that actually ran.

A woman at a long table sorts strips cut from a printed list into four small trays.

Release Radar: a better way to read change notes

A release note is sixty decisions someone else already made. Three questions and a one-line record find the four that need an owner and a date.

A mailroom clerk holds one returned parcel out toward a row of empty desks while a shelf of parcels waits behind her.

Architecture Clinic: the queue cannot own the exception

A queue between Power Automate and Oracle Fusion guarantees delivery. Someone still has to decide what a duplicate, stale request, or rejected record means.

Related guides

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A woman with a phone to her ear writes on a whiteboard while two colleagues wait at desks and a pallet of boxes sits by a loading door.

The first thirty minutes of a Power Automate incident

When a shared Power Automate flow fails, find the work that stopped, name one lead, and write the ServiceNow record before anyone resubmits a run.