Insights.
Notes from the team on AI, RevOps, and product leadership.
Most AI Evals Measure the Wrong Thing
Your eval says the call went great. The caller is already dialing back. Most AI evals grade the answer; production evals grade the outcome: resolved, shortened, or worsened. Here is the evidence-first stack that tells them apart.
Most RevOps Teams Have the Tools. They Don't Have the Outcomes.
A six-point operational framework for converting inbound at scale. Built inside a Fortune 500 Salesforce + Agentforce transformation. Translated for Series A-C SaaS.
I Run 6 AI Platforms at Once. Here Are the 8 Rules That Make It Work.
I always said my AI journey started November 2023. I was wrong by eight months. Here's what 39 months of AI adoption actually looks like when you stop telling the narrative and start reading the data — across Claude, ChatGPT, Gemini, Salesforce AI, Creative AI, and Codex.
AI Doesn't Fix RevOps. It Exposes It.
The AI SDR market crossed $4 billion last year — and churns at 50–70% annually. Both numbers are true at once. Here's the one reason why.
Morning Brief — Tuesday, May 19, 2026
Top signal: Andrew Ng — There Will Be No AI Jobpocalypse — And Meet AI Andrew
4 Capabilities That Separate RevOps Teams That Scale AI From Those That Don't
Gartner says 40% of agentic AI projects will be canceled by 2027. The AI isn't failing — the organizations running it aren't equipped to operate it. Four capabilities that bridge the gap.
Why 30% of Your Leads Are Never Getting Contacted
A short diagnosis of the gap between marketing spend and pipeline — and how AI-driven routing closes it.
Q1 2026: Free Agentforce, AI Training Disclosure, and the Benioff "Rising" Pitch
February through April 2026 was the quarter Salesforce went on the offensive — Agentforce free for SMB, AI data-training disclosure, and Marc reframing the whole AI economy.
Healthcare Doesn't Have a Data Problem. It Has a Coordination Problem.
A high-impact use case: AI-driven eligibility and coverage lookup. The agent that turns "Is my son covered?" from a long phone call into an instant, defensible answer.
Vendor Approvals Are a Black Hole. You Can Do MUCH Better.
A real deployment pattern: AI-routed invoices, async manager approval, automated vendor comms. Finance teams stop being the bottleneck without losing the oversight.
Insurance CX Is About to Change: "I Want to Add My Son to My Policy"
A simple request that today triggers hold times, callbacks, and back-office work. Here's how the AI-agent flow fixes it without removing the human approval.
Late 2025 / Early 2026: Voice, Infinite Capacity, and the Operating Model
November through January saw three big shifts: voice agents going mainstream, the "infinite capacity" framing becoming real, and the operating-model conversation maturing.
Every Agentforce Permission, Cataloged in One Table
A reference table covering all 31 Agentforce permissions, 6 permission sets, and 2 permission set groups. Who needs what, and how it gets assigned.
AI Agents Won't Fail Because of Tools and Models. They'll Fail Because of Operations.
The Salesforce Agentforce AMA tackled the interoperation questions most orgs are avoiding. MCP, A2A, superagents, observability — and why this is now operational infrastructure.
Agentforce Voice: The Next Frontier of Enterprise AI
These aren't chatbots reading scripts. Real-time, responsive, AI-powered conversation grounded in your Salesforce data — over the phone.
Measure or Waste Your Time: How to Track AI Agent Answer Quality
Salesforce just published how they track response quality across their own Agentforce deployments. The rubric, the feedback loop, and what every agent program needs.
AI in HR Is Getting Really Interesting — Four Use Cases Already in Production
Skills intelligence, skill adjacency, role design on demand, team composition. The agentic AI patterns reshaping how Salesforce + Agentforce orgs hire and structure teams.
Dreamforce 2025 Dispatches: The Agentforce 360 Pivot
A roundup of the most important Salesforce moves from September and October 2025 — the rebrand, the new infrastructure, and the operating-model shift that came with it.
The Agentforce Rebrand: Strategy or Showmanship?
Salesforce pulled most of its clouds under the Agentforce banner. Bold? Yes. Just branding sparkle? Not really — here's what the move actually signals.
Why 90% of AI Projects Fail (And It's Not the Tech)
Three failure patterns I keep seeing: wrong use case, wrong team, wrong method. The teams that win shift their approach, not just their tools.
Slack Is Where CRM Gets Done. Still Think Salesforce Overpaid?
CRM is no longer records and reports. It's real-time conversations, nudges, and next-best-actions. The Slack bet was strategy, not UI.
Untouched Leads. Slow Responses. Missed Quotes. The Case for Intelligent Sales Execution.
80-90% of leads never get touched. Reps drown in admin. The shift from manual hustle to AI-driven sales execution — with real benchmark numbers.
Salesforce Zero Copy Is a Data Strategy Shift, Not a Product Update
CIOs, CTOs, CDOs, CAIOs — take note. The end of centralization dogma, and the start of governed query-in-place across distributed data fabrics.
In Salesforce, the Key to Everything Is Already in the Platform
A short take on the shift from "I need an agent" to "I need an army of agents" — and what that changes about how you architect.
Salesforce Consulting Is Not Dead. Stop the Nonsense.
Yes, the bloated slide-heavy junior-stacked consulting model is fading. Good. That's not what real consulting is.
Bug Resolution Just Got Agentic — A Real Use Case With Real Numbers
Elements.cloud built an Agentforce agent that takes a case, analyzes it, identifies next steps, and auto-creates the bug record. Results: 60% fewer unresolved bugs, 76% faster resolution.
Agentic AI Playbook Released: 78% Enterprise AI Adoption, And Most Leaders Aren't Ready
78% of organizations use AI somewhere — but most leaders aren't ready for the agentic shift. The 48-page Salesforce playbook tells you how to lead, not lag.
Salesforce Just Made a Bold, Smart AI Move: Rebalancing From Service to Sales
This is what leading in an AI-forward world looks like. The lesson isn't about layoffs — it's about role design.
What's Coming to Agentforce for Sales in Winter '25
A preview of the seller-productivity innovations landing this release — from lead generation to account management to quoting — and the Slack-in-the-flow-of-work bet.
6 No-BS Deployment Tips From the Agentic AI Frontlines
Battle-tested truths from Salesforce Forward-Deployed Engineers fixing what actually breaks in production. Not best practices — what works after the demo ends.
What I'm Tracking: Salesforce + AI Signals, Summer 2025
A roundup of the highest-signal Salesforce and Agentforce stories from July and August 2025 — the moment the agentic operating model started showing up in production.
Salesforce Is Hiring Forward-Deployed Engineers — All Levels
A jobs alert worth circulating: FDEs sit at the front lines of Agentforce deployments. Roles open in the US, Singapore, and India.
Three Agentforce Agents Every Sales Org Needs Today
Salesforce just rounded out the Agentforce sales lineup with a new Pipeline Management agent. Here's what the three live agents actually do — and the net effect on the orgs running them.
Sales Motions Are Disappearing to AI — And That Isn't All Bad
Forrester data on the new B2B sales supercycle. 46% of reps already use AI to find close-ready leads. The orgs that win don't adopt AI — they re-architect around it.
The Illusion of Pundits: Stop Watching the Wave, Build the Surfboard
Hot Aventary take: the pundits have no clue. AI-native orgs are shipping while everyone else makes predictions. Here's what engineering readiness actually looks like.
Feeling Overwhelmed by AI Headlines? You're Not Alone — Here's What to Actually Learn
A short, practical framing: the questions everyone is asking about AI and their career, and the four things actually worth focusing on.
Responsible AI Is a Revenue Priority, Not a Compliance Afterthought
PwC's 2024 survey: 73% of companies use or plan to use GenAI, but only 11% have fully implemented Responsible AI. That gap is your competitive opening.
Hackers Care More About Your Data Than You Do
An uncomfortable framing: the attackers are using the same AI tools you're still debating. Four things to fix now if you're running RevOps in 2026.
MIT: Only 5% of GenAI Initiatives Are Driving Real Revenue
MIT's "GenAI Divide" report on enterprise AI in 2025. The 95% that aren't working aren't a model problem — they're an integration and learning gap. Here's what the leaders do differently.
WEF: 78 Million Net New Jobs by 2030 — If You're Ready for Them
The World Economic Forum predicts AI will displace 92M jobs and create 170M new ones. Here are the 10 roles already opening up, and what it takes to land them.
Your Next-Gen Sales Assistant in Wealth Management Is Not Human
Salesforce just unveiled pre-built Agentforce capabilities for Wealth & Asset Management. What's live, what's coming, and why this is the template for AI in regulated industries.
Agentforce for Service: How to Handle 1M Support Requests
A use-case spotlight on Agentforce for Service — the three layers that make it work in production: setup, measurement, and MCP-powered orchestration.
AI Isn't Just a Technological Disruption — It's an Emotional One
The smartest thing leaders can do right now is acknowledge the fear. Dr. Michelle Penelope King on the psychology of AI anxiety — and the mindset shifts that turn it into curiosity.
Most AI Strategies Are Just Expensive Experiments. Here's What Real Interop Looks Like.
Agents that don't interoperate aren't agents — they're islands. The A2A protocol changes that. Why open agent standards will kill the API mess we've all inherited.
114,000 Salesforce Jobs. Only 36 Mention Agentforce.
That's not a typo. That's a blind spot. And if you lead RevOps, CX, or AI strategy, it's yours to capitalize on before the labor market catches up.
Most AI Rollouts Don't Fail at Go-Live — They Fail Quietly After
The dangerous part of an AI deployment isn't the launch. It's the weeks after, when no one's watching. Here's the operational thinking that separates a flashy demo from a flywheel.
B2B Sales Isn't Dying — It's Splitting in Two
McKinsey just dropped a sharp piece on how tech and AI are redrawing the B2B sales playbook. The winners aren't just selling differently — they're building differently.
From 100 Million Rows to Actionable Insights in 5 Minutes
Inside Salesforce's rebuild of Marketing Intelligence on Data Cloud + Agentforce + Tableau — and what it looks like when AI plus human insight meets serious engineering.
Salesforce AI Thought Leaders Worth Following
A living list of the people and accounts I rely on for the highest-signal Agentforce and Salesforce AI content. Curated, not exhaustive.
The Best-Kept Agentforce Secret: A Weekly Product Team Office Hours
Every Tuesday at 9 AM PT, the Salesforce Agentforce product team runs an open office hours session with no hype — just real signals on what's working, what's not, and what's shipping next.