Resources

Everything you need to run a clean, AI-ready org.

Playbooks, guides, webinars, and customer stories from the teams turning messy Salesforce orgs into foundations agents can actually run on.

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★ Featured · Guide

The Agentforce Readiness Playbook: 7 things to fix before you turn agents on.

A field-tested checklist for getting a Salesforce org agent-ready — the permission gaps, stale automations, and data issues that quietly break AI, and how to close them in order.

18 min read · Updated July 2026
Read the guide →
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Article

The Discovery Tax: why your AI pays to relearn your org on every prompt

Most of an agent's budget goes to learning your org, not answering the question — and it starts over every session, every developer, every agent.

9 min read AI & agents
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Article

Why 83% of Salesforce orgs aren't a competitive strength — and what the 17% do differently

The data behind org health, and the habits that separate the orgs that compound value from the ones that accrue debt.

7 min read Org health
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Webinar

Live teardown: scanning a real 6-year-old org in two minutes

Watch a credential-free scan surface the tech debt, exposure, and quick wins hiding in a mature org.

On-demand · 32 min Product
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Customer Story

How Barracuda went from “ready to replatform” to AI-ready — and 10× usage

The team's path from a stalled, complex org to a clean foundation their agents actually run on.

6 min read Case study
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eBook

The admin's guide to killing technical debt without breaking prod

A practical framework for retiring fields, flows, and packages safely — using the dependency map.

24 pages Best practices
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Guide

Least privilege in Salesforce: finding the permissions agents will inherit

Over-permissioned profiles are an AI risk, not just an audit finding. Here's how to see and close them.

Guide Security
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Demo

From scan to fix prompt: closing a recommendation in Claude

A three-minute walkthrough of turning a Hubbl recommendation into a ready-to-run fix.

Watch · 3 min Product