Agentforce · MCP · Data 360 · Revenue Cloud
Salesforce AI & monetization,
explained by someone who actually ships.
I don't just write about the platform — I build on it, every week: a live Agentforce agent that answers grounded in Data 360 and logs real support Cases, custom Apex exposed to Claude as MCP tools over Salesforce Hosted MCP Servers, an agent loop that built an entire Salesforce org verified by its own tests, and Configra — my own AppExchange product. These guides are the notes from that work: the hard parts, solved and documented, in plain language.
Eight ways in
Pick your depth
Agentforce
Agents that take real action — topics, custom Apex actions, grounding, the Einstein Trust Layer, and evals. Written while shipping a live, deployed agent.
Explore →MCP
Model Context Protocol — connecting Claude to Salesforce with Hosted MCP Servers (GA April 2026), exposing custom Apex as tools, and agent loops that build orgs.
Explore →Data Cloud
Data 360 — ingestion, DLO/DMO, identity resolution, SQL Calculated Insights, and the Query API that grounds agents in real data.
Explore →Foundations
Apex, LWC, Flow, and certification fundamentals.
Explore →Revenue Cloud
RLM, CPQ, Billing, and the full quote-to-cash lifecycle.
Explore →CPQ
Configure, Price, Quote — products, rules, discounts, and quote documents.
Explore →OmniStudio
FlexCards, OmniScripts, DataRaptors, and Integration Procedures.
Explore →Integration
MuleSoft, APIs, and connecting Salesforce to SAP, Stripe, and DocuSign.
Explore →Latest articles
All articles →MCP Tools vs Agentforce Actions: Which One, When?
Both let an AI call your Apex. The difference is where the agent lives: inside Salesforce with Agentforce, or outside reaching in via MCP. A practical decision guide — and why the same @InvocableMethod can serve both.
Designing a Discount Approval Matrix Sales Actually Respects
Lessons from a real build: how to design multi-tier discount approvals around genuine margin risk, keep the routing predictable for reps, and avoid the rubber stamp.
OmniStudio in the Agent Era: Where Guided Flows Still Win
With AI agents everywhere in 2026, is OmniStudio still worth learning? An honest look at where deterministic guided flows beat conversations, and how the two compose.
Learn here
Practical Salesforce guides from shipped work.