April 21, 2025 - Self-driving cars, robotic waiters serving hors d'oeuvres, and Henry the humanoid. Salesforce TDX ’25 was not just a developer’s conference — it was a front row seat to the AI revolution. One thing was clear: AI has arrived and is here to stay.
As Salesforce continues to push into the AI era with Agentforce, it is more critical than ever to refine best practices and future-proof your organization.
Here are five key takeaways from this year’s event to help Agentforce Trailblazers gear up for AI success:
1. Introducing Agentblazer Status: A New Era of AI Recognition
Salesforce is rolling out Agentblazer Status, a new Trailhead recognition system designed to help Trailblazers develop their AI and Agentforce expertise.
There are three levels of achievement to highlight a growing skillset:
- Champion: Earned by completing foundational Trailhead modules.
- Innovator: Recognized for gaining hands on experience with Agentforce and its dynamic agent implementations.
- Legend: Awarded for passing the Agentforce Specialist Certification and demonstrating deep, strategic mastery.
Whether you are starting out or leading complex AI initiatives, this new Trailhead status showcases AI proficiency and knowledge of the rapidly evolving AI landscape in Salesforce.
2. Back to Basics: Best Practices Matter
With the rise of AI-driven automation, it is easy to overlook the fundamentals. However, going back to basics is crucial for ensuring scalable and maintainable implementations.
Key best practices include:
- Reviewing flows and Apex code: Ensure logic is efficient, modular, and well-documented.
- Optimizing automation: Reduce redundant automation that could impact system performance.
- Thorough documentation: Proper documentation prevents future technical debt and makes collaboration easier.
In the AI revolution, scalable solutions start with solid fundamentals.
3. Clean Your Room: Data Quality is Key
Agentforce relies on clean, structured, and accurate data. Poor data quality can lead to incorrect AI-driven decisions and inefficient automation.
To prepare, organizations should:
- Standardize data entry: Enforce consistency from the start.
- Run regular audits: Catch and correct issues before they snowball.
- Set up validation rules: Ensure clean, actionable data at every touchpoint.
AI is only as smart as the data it is trained on. Starting a data cleanup initiative now will ensure a smooth transition to AI-enhanced workflows with Agentforce.
4. Zero Trust Principles: Security First
As AI-powered tools like Agentforce become more ingrained in business processes, security must remain a top priority.
The Zero Trust Principles that should guide every implementation are:
- Principle of least privilege (PoLP): Users should have only the permissions they absolutely need.
- Multi-factor authentication (MFA): Mandatory for securing sensitive AI-powered processes.
- Robust logging and monitoring: Track system access and anomalies in real time.
Ensuring a secure-by-design approach will protect sensitive customer data and maintain compliance with industry standards.
5. Address Tech Debt: Declutter Your Organization
Technical debt is an ongoing challenge for Salesforce organizations, and the introduction of Agentforce only increases the need for a lean and optimized system. Excess legacy code, unused customizations, and outdated automations can bog down performance.
Trailblazers should focus on:
- Retire historical builds: Identify and remove unused custom objects, fields, and workflows.
- Refactor inefficient Apex: Ensure best practices are implemented in existing code.
- Consolidate automation: Avoid processing delays by combining triggers and data manipulation language (DML) updates.
By proactively addressing technical debt, organizations can enhance efficiency and prevent latency issues when deploying AI-driven solutions.
Final Thoughts
Salesforce TDX '25 reinforced that AI is not just the future — it is now — and organizations need to focus on AI readiness, security, and system optimization. With Agentforce on the horizon, Trailblazers must clean their data, reinforce best practices, and pursue Agentblazer status to stay ahead.
Reach out to our Digital Services Practice Salesforce professionals and start preparing today to make the most of Salesforce’s AI revolution!
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