Reflections from Salesforce Agentforce 2025

Attending the Salesforce Agentforce 2025 event offered sharp insights into aligning strategy, technology, and AI. Here are my five key takeaways.

As AI moves from hype to implementation, the gap between potential and results is becoming clear. AI is not a plug-and-play solution, internal systems, processes, and data sources need to be aligned for AI implementations to be successful.  

Here are the five most valuable insights from this week's deep dive into AI, systems thinking, and scalable architecture: 

1. Align systems before adding AI

One of the strongest messages was this: don’t rush into AI. Without unified systems, consistent data sources, and streamlined processes, AI initiatives are likely to fall short. The promise of intelligent automation depends on solid groundwork. Alignment, data quality, and governance are essential.

2. Standardization over flexibility

Several speakers advocated moving from highly flexible, bespoke solutions to more standardized offerings—improving scalability, governance, and long-term efficiency. Standardization also reduces complexity across teams and creates a stronger foundation for growth and makes it easier to implement AI effectively, by providing the consistency AI systems rely on.

3. Build with intention

Just because something can be built in Salesforce doesn’t mean it should be. Mature organizations prioritize intentional architecture. The focus should be on creating solutions that directly support measurable business outcomes.

When new ideas arise, first confirm they align with business and strategic goals. Then, evaluate how existing Salesforce tools/features can deliver results efficiently, maximizing ROI and minimizing technical debt - before investing time in custom solutions. This approach reduces complexity and ensures scalable, value-driven solutions.

4. Track the right metrics

A few KPIs stood out as critical indicators of success in integrating Salesforce & AI:

  • Adoption – Are people using what’s been built?
  • Revenue impact – Is there clear business value?
  • Mobile usability – Still a challenge. Some features still lack full mobile support, which creates friction for teams on the go.

5. Agentic AI is business transformation

The move to AI agents is not just a technology upgrade. It is a deeper shift in how organizations operate. Supporting autonomous systems - AI-driven tools that can make decisions and act without constant human input - requires rethinking ways of working, new data flows, and redesigned team structures.  

The message was clear: success demands rethinking how teams, data, and workflows are designed to support autonomous systems.

Still skeptical, still listening

The potential is real, but I remain cautious. AI is only as effective as the data & processes it runs on. Without a clear process and clean, complete, and well-managed data, even the best models will fail to deliver value. This isn’t just a technical issue - it is a strategic one.

Salesforce Agentforce 2025 reinforced what many already know. AI is not a shortcut. Strategic clarity, operational readiness, and intentional execution are what make the difference.

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