Latest writings
Notes on AI agents, Salesforce, automation, micro-SaaS, and engineering.
SalesforceDay 14/15 — Production Architecture: Governance, Monitoring & Error Handling
Take a Salesforce AI assistant to production: who approves tools, what Salesforce logs, how to classify and retry errors, and which limits and costs to plan for.
SalesforceDay 13/15 — Headless 360 + Agentic AI Architecture
One assistant, a planner with tools, or several agents? Where Agentforce fits, what the beta Headless 360 MCP Server changes, and native React versus Next.js.
Day 12/15 — Custom MCP Tools + Apex/Flow Business Logic
Publish your own Apex and Flow logic as tools on a custom Salesforce hosted MCP server, so the model calls your business rules instead of inventing them.
SalesforceDay 11/15 — Security Architecture: OAuth, Permissions & Least Privilege
A threat model for AI clients on Salesforce, the layers that contain them, where tokens go, why there is no integration user, and a least-privilege permission set explained line by line.
SalesforceDay 10/15 — Build Your First AI + Salesforce Workflow
Turn a chat into a workflow: a read-only meeting prep brief built with Next.js, the Claude API's MCP connector and Salesforce hosted MCP servers.
SalesforceDay 9/15 — Create & Update Salesforce Data Safely
Let Claude write to Salesforce without losing control: what still runs on every write, the propose, confirm, execute, verify loop, and a confirm-before-write pattern for your own app.
SalesforceDay 8/15 — Read Salesforce Data Using Natural Language
Ask Salesforce questions in plain language and trust the answers: how Claude picks soqlQuery, find or getRelatedRecords, prompt patterns, verification and limits.
SalesforceDay 7/15 — Explore Salesforce MCP Tools & sobject-all
What Claude can actually call in your org: the 11 sobject-all tools, the smaller servers, how to read a tool definition, MCP Inspector, and the beta Headless 360 server.
SalesforceDay 6/15 — Connect an AI Client to Salesforce via MCP
Connect Claude to Salesforce's hosted MCP servers: a custom connector in claude.ai and Claude Desktop, a direct server in Claude Code, and your first read-only prompts.
SalesforceDay 5/15 — OAuth 2.0, PKCE & External Client App Setup
Create the External Client App every MCP client needs: the mcp_api and refresh_token scopes, PKCE, JWT tokens, and a tested PKCE helper in TypeScript.
SalesforceDay 4/15 — Enable & Configure the Salesforce MCP Server
Switch on Salesforce's hosted MCP servers, part of Salesforce Headless 360 (AIforce): the exact Setup path, which server to start with, the right URL for your org, and a server inventory.
Day 3/15 — MCP Fundamentals: Client, Server, Tools & Resources
The Model Context Protocol behind Salesforce Headless 360 (AIforce): hosts, clients, servers, tools, the stateless 2026-07-28 lifecycle, and a local MCP server you build and inspect.
SalesforceDay 2/15 — Headless 360 Architecture Explained
Follow one request through Salesforce Headless 360 (AIforce): client, identity, MCP server or API, platform and back. Plus when to use MCP and when to call the APIs directly.
SalesforceDay 1/15 — What Is Salesforce Headless 360 and Why Does It Matter?
Salesforce Headless 360, now called AIforce, opens the platform to agents and code. What it is, what the rename changed, what is GA or beta, and how to get ready.
SalesforceSalesforce AI Interview Questions: Agentforce, Prompt Builder, Data Cloud
Prepare for Salesforce AI developer roles with real-world questions on Agentforce, Prompt Builder, Data Cloud, grounding, guardrails, and LLM integration—each with a complete model answer.
ApexSalesforce Interview Preparation: Apex, LWC, Triggers & System Design
A practical guide to Salesforce interview preparation covering Apex, triggers, SOQL, LWC, integration patterns, and system design for developers.
SalesforceBeyond Einstein: Building a Custom AI Sales Agent in Salesforce
Salesforce's native AI is powerful, but expensive. Here is a technical blueprint for building your own Opportunity Enrichment Agent using Apex, Flow, and external LLMs to automate pre-meeting research.
SalesforceSalesforce Developer Interview Questions: Apex, SOQL and LWC Answered
Salesforce developer interview prep: Apex triggers and async processing, efficient and secure SOQL, the LWC lifecycle, order of execution, and how to prepare.
LWCHow to Build a Simple CSV Parser with Lightning Web Components
Upload a CSV file in Salesforce and preview it in a lightning-datatable with one Lightning Web Component, plain JavaScript and no Apex. Updated for API 67.0.