Masterclass · October 2026

What AI in Salesforce programmes delivers today

Coding agents, Agentforce, MCP and new cost models are changing how Salesforce programmes are built and run. I put them in context for service, field service and B2B sales, including where Salesforce is not the right answer.

WHICH AI TOOL FOR WHICH TASKHave Salesforcecode writtenClaude Code, CodexCh. 4 and 8Connect AI todata in the orgHosted MCP, Agent APICh. 3Take load offcustomer serviceAgentforceCh. 10Work with CRM inClaude or SlackSalesforce in ClaudeCh. 2Partners deliverwith AIRules for AI codeCh. 5 and 9Ch. 6 decision matrix · Ch. 7 costs
  • 10chapters
  • 32articles
  • DE · ENGerman and English

Deadlines

Deadlines that matter now

These deadlines arrive whether your AI project is ready or not. Knowing them lets you plan interfaces and AI labelling in time.

  1. Local Salesforce DX MCP Server reaches end of life
  2. AI Act: labelling duty for existing generative AI systems
  3. End of integrations with username and password →
  4. AI Act: high-risk obligations under Annex III
  5. AI Act: high-risk obligations for products under Annex I

Chapters

Ten chapters, from the basics to manufacturing

The chapters build on each other but stand on their own. If you only need to prepare a decision, start with chapter 6.

  1. Chapter 01:

    Terms and map

    The four layers of AI in a Salesforce programme, what separates vibe coding from agentic engineering and which product name stands for what.
  2. Chapter 02:

    Salesforce tools

    Which AI tools Salesforce itself offers for development and administration, what they cost and where their limits are.
  3. Chapter 03:

    MCP and interfaces

    Which MCP servers and APIs connect AI agents to Salesforce, who reads which data through them and what the calls will cost.
  4. Chapter 04:

    External coding agents

    Claude Code, Codex, Copilot and DevOps agents compared: what the tool decides and what contract, data residency and rules decide.
  5. Chapter 05:

    AIforce and partners

    What AIforce and SIForce really are, and how Salesforce's new partner model shifts the interests of your implementation partner.
  6. Chapter 06:

    What to use when

    Which AI tool fits which job, in twelve scenarios for manufacturers, from workshop prototype to ERP agent and EU data residency.
  7. Chapter 07:

    Costs and tokens

    How token prices in development and Flex Credits at Agentforce runtime fit together, and how a manufacturer budgets for both.
  8. Chapter 08:

    AI code best practices

    How to keep AI-generated Salesforce code under control with a rules file, pipeline checks and clear org boundaries.
  9. Chapter 09:

    Teamwork and delivery

    How manufacturers set up roles, review gates, metrics and works council approval when partners and in-house teams deliver with coding agents.
  10. Chapter 10:

    Agents in manufacturing

    Where Agentforce agents work for manufacturers today, how to build, test and secure them with rules, and what is only announced.

Articles

Articles in the masterclass, one question each

Each article answers exactly one question from day-to-day projects. Sorted by topic, so you only read what you need right now.

Contact

Planning an AI initiative on Salesforce?

A short conversation clarifies where to start and where not to.

Book a call (opens Microsoft Bookings in a new tab)

Pick a slot in my calendar via Microsoft Bookings. Prefer to write? Use the form and I’ll get back to you.

Rather talk right away? +49 221 98656758

Send a message

Your details are only used to answer your request. More in the privacy policy.