Architect Trailblazers

💬 Introducing True to the Core Deep Dive, a special monthly virtual series where each episode takes a closer look at one core Salesforce Platform topic the community cares about most. 

In-person True to the Core sessions surface important themes, but often don’t allow enough time to explore a single topic in depth. This new series was created to go deeper, giving you more time to engage in real time and hear directly from product managers. 

Topics for each episode will be based on ideas that have bubbled up through in-person TTTC sessions, the IdeaExchange, and other feedback from the community. 

Here’s what to expect: 

🤝 Connect with Salesforce product managers on focused platform topics 

🧠 Learn about upcoming features and the thinking behind roadmap decisions 

📢 Influence future releases by asking questions and sharing feedback live 

The first episode airs August 12 and features Salesforce Product Managers @Cheryl Feldman and @Elizabeth Martin covering the latest innovations in Setup and user access management. 

➡️ RSVP here! ⬅️ 

➡️ Want to learn more? Check out this blog post. ⬅️

#True To The Core #IdeaExchange #AwesomeAdmins #Salesforce Developer #Architects

@Salesforce Admins Live Sessions, @* Release Readiness Trailblazers *, @* Salesforce Platform *, @* Trailhead Academy *, @* Trailhead Official *, @Trailblazer Community Cove, @Salesforce Developers @Dreamforce for Admins, @Architect Trailblazers

Hi, I see the architect's office hours are scheduled for every 4th Thursday, which is great for us. Could you share the topic areas generally covered during the office hours and the meeting info like teams or zoom for it? Do you guys have any updates on the well-architected program coming back as well? 

Buyan

Just browsing through Architect success page on the Partner portal, and CTA is not part of it!!. Was it from the beginning or a recent change? 

this link can be accessed through here-

The link to the exam guide is dead.  @Suzanne Ferguson, I'm told that the new 602 presentation and Q&A times have been reduced to 20 minutes from 30 minutes, but the website (https://trailhead.salesforce.com/en/credentials/architectreviewboard/) still references 30 minutes.

Hello everyone,

We are currently working on optimizing our sales process in Salesforce and are encountering some challenges. Our sales team follows an account-based approach, meaning each sales rep manages a fixed portfolio of accounts and actively searches for the right contacts—whether they already exist in the CRM, via Google, or through LinkedIn.

In our previous CRM, all contacts were directly linked to the respective company. However, it was difficult to clearly differentiate their status (e.g., unqualified, contacted, qualified, engaged in a business relationship, already had an opportunity, or even purchased).

When implementing Salesforce, we decided to follow the classic distinction between Leads (no opportunity yet) and Contacts (starting from the first opportunity). To maintain the connection to the account, we linked the Account via a Related List to the Lead.

Now that we have been using this setup for a while, some challenges have emerged:

• Activities on a Lead are not visible on the Account, making tracking difficult.
• Lead import via LinkedIn Sales Navigator does not work because we have made the related Account a mandatory field.
• Reporting is complicated, as we either report on Leads or on Contacts, but not both together.

Does anyone have experience with this setup or a recommendation on how to best structure account-based sales in Salesforce? How can we efficiently manage Leads and Contacts without losing visibility of activities at the account level?

We would really appreciate any insights, best practices, or practical solutions!

Thanks in advance! 

Birgit

Good Day colleagues, 

I am in the process of doing an audit for a client.  Since this is a new client, and we have done simple audits before, I was wondering if there is a process / resource / documentation to assist in performing this audit.  It is an established client. 

Thanks in advance

 Matthew Morris CTA, MVP HOF, Salesforce CTO & DCX Innovation Director at Capgemini UK, recent article  “Why Advanced Tools Are a Strategic Imperative for Modern Delivery” https://www.linkedin.com/pulse/salesforce-cto-eye-why-advanced-tools-strategic-modern-matthew-morris-3uk0f/?trackingId=kAo1P7UElSuG5wmwNEQGhQ%3D%3D

It looks like the group information Green Roof Systems scenario link is pointed at the group files page (https://trailhead.salesforce.com/trailblazer-community/groups/0F930000000blKvCAI?tab=filesAndPhotos&sort=LAST_MODIFIED_DATE_DESC) instead of the file record page (https://trailhead.salesforce.com/trailblazer-community/files/0694V00000WNuKjQAL?tab=overview) @Suzanne Ferguson 

A lack of governance is blocking adoption and rollout.  

We’re seeing an explosion of AI agent development—but only 10% ever make it to production. Why? Lack of trust.  Business leaders are hesitant to deploy agents they can’t understand, control, or audit. 

These agents work like black boxes—huge blocks of instructions with no visibility. Imagine stepping into a self-driving car with blacked-out windows and locked doors. Even if it gets you there safely, would you trust it? 

💡 Here’s the fix: Design agents like we design processes. 

✅ Use UPN process diagrams to create “design documentation” 

 ✅ Involve business users early 

 ✅ Auto-generate test scenarios & instructions 

 ✅ Track and update performance with full transparency 

 ✅ Meet regulatory standards with confidence 

This process-led approach is how organizations are finally starting to trust and scale their AI agents. 

Because without governance, there is no trust. 

And without trust, there is no adoption. 

Want to see how this works in action and is being used by