I have spent two decades working with Salesforce, implementing CRM and other apps for NHS in healthcare and many other organisations in creative industries, financial services, life sciences, manufacturing, retail and telecommunications. The enemy is complexity and technical debt.

With the emergence of Agentforce and Data Cloud, Salesforce is becoming a powerful platform for AI automation. But you embark on more digital innovation, I deliver a solid, affordable set of Work Packages that delivers an Data Optimization Plan.

For Salesforce Optimization I have adopted Abacus.ai DeepAgent to augment humans-in-the-loop. This is one of a growing number of AI innovations that make a difference to software engineering productivity with Salesforce. This is 'Overlay AI.

Of course, feature creep is inherently a problem when, like Salesforce, you have a vast number of paying customers constantly asking for more functionality. Internally, Salesforce Engineering have countered complexity by adopting AI tools and techniques to measurably increase productivity¹.

Over time, we will see a number of technologies provided by Salesforce and third-parties that will enhance our AI Augmentation for Salesforce software engineering, including the emerging 'Vibe Codey^{5, 6, 7, 8, 9} and Clientell¹⁰ technologies.

Agentforce Vibes brings Vibe Coding¹¹ to the enterprise: developers describe intent in natural language and an AI agent generates, tests, and deploys Salesforce apps and agents. The centerpiece is Vibe Codey, a context-aware, autonomous coding agent that understands your org’s metadata and existing code, acts like a pair programmer, and executes tasks end-to-end.

Abacus.ai.

As explained below, I have created a Salesforce Optimization Plan from my successes in delivering Salesforce to the UK National Health Service (NHS), where I manage over 75,000 patient appointments each year in a growing NHS private hospital.

With Salesforce CRM apps I am using an AI Agent called Abacus.ai DeepAgent^2,3 via a prebuilt Abacus.ai Connector to ensure that the Data Model is optimised as an integral part of implementing Salesforce CRM to continuously improving sales effectiveness.

Likewise, with other apps I configured an Integration with Abacus.ai DeepAgent, using industry-standard 'Model Context Protocol (MCP)' that allows AI assistants to connect to many external systems and apps⁴.

Abacus.ai DeepAgent is powered by a Large Language Model (LLM), which gives it the ability to understand language, make plans and execute tasks and consists of the following:

AI Agent
The AI Agent is an intelligent autonomous agent that helps users accomplish complex tasks through AI-powered automation and integration with Microsoft Excel, Google Sheets and Salesforce data. This performs a wide variety of tasks, including:

Research & Analysis: Conducting comprehensive research on any topic.
Data Analysis: Processing and analysing datasets, spreadsheets, and files.
Automation: Creating workflows, chatbots, and scheduled tasks.

Large Language Model (LLMs)
The LLM is powering the Abacus AI DeepSeek Agent, which is integrated with popular LLMs: Anthropic Claude Sonnet 4; OpenAI GPT 5; Gemini 2.x; and, X.ai Grok 4.

Agent Instructions
The Agent Instructions describe the work that you would like the Agent to perform. If you want to devote your Agent to a specific task, then you will want to explain that task in the Instructions.

Salesforce Optimization Plan.

The Plan set out below provides an example of step-by-step instructions I use for analysing and optimizing Salesforce CRM data using Abacus AI DeepAgent. As an integral part of my work at Being Guided this includes the following Work Packages:

Prerequisites
Microsoft Excel, or Google Sheet and Salesforce Org access.
AI Agent connection to Data Source(s).
AI Agent connection to .csv Reporting Tool.
Appropriate App User Permissions.

Package 1: Initial Assessment and Planning

Generate Current State Report
Field Usage Analysis Across All Objects.
Duplicate Record Count by Object.
Last Modified Date Analysis.
Empty Field Analysis.
Custom Field Inventory.

Review Data Quality Metrics
Duplicate percentage by Object.
Incomplete Record percentage.
Data Accuracy Score.
Field Utilisation Rates.

Create Data Optimization Plan
Business Impact.
Data Volume.
Complexity of Fix.
Dependencies.

Package 2: Duplicate Management

Identify Duplicates
Generate Duplicate Analysis.
CopyAction: Run Duplicate Analysis.
Objects: Account, Contact, Lead, Opportunity, Custom Objects (Specify).
Matching Rules: Email, Phone, Account Name, Other (Specify).
Output: Report of Potential Duplicates.
Primary Record Identification.
Related Record Count.
Last Activity Dates.
Record Completeness.

Prepare Merge Strategy
Identify Master Records (usually Most Complete/Recent).
List related Records to Merge.
Note any Special Handling Requirements.

Execute Merge Process
Create Backup of Affected Records.
Use Data Import Wizard to process Merges.
Upload prepared .CSV file.
Map Fields correctly.
Run in batches in say, 5,000 Records.
Validate Results.

Package 3: Field Cleanup

Field Usage Analysis
Generate Field Usage report via Supercog.
Last Used Date.
Population Percentage.
Reference in Processes/Flows.
Report Usage.

Field Categorisation
Tag Fields.
Business Critical.
Regulatory Required.
Nice-to-Have.
Deprecated.
Unknown.

Field Consolidation
Define Deprecated Fields.
Document Current Usage.
Plan Data Migration.
Schedule Deletion.
Update any Dependent Processes.

Package 4: Data Standardisation

Identify Standardisation Needs
Phone Number Formats.
Address Structures.
Company Name Variations.
Industry Classifications.

Create Standardisation Rules
Define Standard Formats.
Phone Numbers.
Addresses.
Company (Account or Organisation) Names.
Job Titles.
Industry Values.

Apply Standards
Generate Standardisation.
Current Values.
Future Values.
Standardised Values.
Record IDs.
Use Data Import Wizard to Update Records.
Validate Changes.

Package 5: Technical Debt Reduction

Process Automation Review
Create AI Agent Inventory.
Workflow Rules.
Validation Rules.
Ongoing AI Agent Instructions and Prompts.

Consolidation Planning
Identify Key Elements.
Redundant Processes.
Unused Automations.
Performance Impacts.
Consolidation Initiatives.

Implementation
Create Process Documentation.
Build Consolidated Solutions.
Test Thoroughly.
Deploy Changes.
Monitor for Impacts.

Establish Ongoing Monitoring
Configure Alerts.
New Duplicates.
Data Quality Scores.
Field Usage Changes.
Process Performance.

Regular Maintenance Tasks
Weekly and Monthly Reports.
Review Data Quality Scores.
Process New Duplicates.
Validate Standardisation Rules.
Field Usage Analysis.
Process Performance Review.
Technical Debt Assessment.

Applying Best Practices and Tips

For Business Users
Always export Data before making mass changes.
Use consistent Naming Conventions.
Document business reasons for changes.
Test changes with small batches first.
Communicate changes to affected teams.

For Administrators
Maintain backup of Deleted Fields/Processes.
Use 'Sandbox' for Testing.
Document Technical Dependencies.
Monitor System Performance during updates.
Build-in Validation Rules for new Standards.

Troubleshooting Common Issues

Data Import Errors
Check Field Permissions.
Verify Data Types match.
Confirm Record Ownership.
Review Required Fields.
Validate External IDs.

Merge Conflicts
Review related Records.
Check Sharing Settings.
Verify Field-level Security.
Validate Workflow Triggers.
Check Validation Rules.

Change Management
Document all changes.
Communicate with all stakeholders.
Provide training as needed.
Monitor User adoption.
Gather feedback.
Adjust processes based on feedback.

Summary.

I offer Salesforce Optimization as both an initial engagement and as an ongoing managed service. This is typically quarterly, following an initial engagement, where a Fixed-Price offer is specified in a Statement of Work with clear Deliverables.

References

1. Salesforce Engineering. (2024, June 23). How Salesforce engineering operationalized AI productivity at scale. ​Salesforce. https://engineering.salesforce.com/how-salesforce-engineering-operationalized-ai-productivity-at-scale/
2. AI Latest Update. (2025, April 20). DeepAgent Abacus: The complete 2025 guide to features, benefits & real-world use cases. AI Latest Update.
   https://ailatestupdate.com/deepagent-abacus-guide-2025/
3. Abacus.AI. (2025). DeepAgent how-to: Your guide to unlocking the full power of the first god-tier, all-in-one AI agent. Retrieved September 19, 2025​.​https://abacus.ai/help/howTo/chatllm/deepagent_how_to
4. Anthropic. (2024, November 25). Introducing the Model Context Protocol. Anthropic. https://www.anthropic.com/news/model-context-protocol
5. Fernandez, D. (2025, October). Unleash your innovation with Agentforce Vibes: Vibe coding for the enterprise. Salesforce Developers Blog. https://developer.salesforce.com/blogs/2025/10/unleash-your-innovation-with-agentforce-vibes-vibe-coding-for-the-enterprise
6. Martin, H. (2025, October 2). Salesforce launches ‘Agentforce Vibes’: New vibe coding tools for developers. Salesforce Ben.
   https://www.salesforceben.com/salesforce-launches-agentforce-vibes-new-vibe-coding-tools-for-developers/
7. Szkutak, R. (2025, October 1). Salesforce launches enterprise vibe-coding product, Agentforce Vibes. TechCrunch. https://techcrunch.com/2025/10/01/salesforce-launches-enterprise-vibe-coding-product-agentforce-vibes/
8. Wilkinson, L. (2025, October 1). Salesforce bets on enterprise vibe coding. CIO Dive. https://www.ciodive.com/news/Salesforce-agentforce-vibe-coding/801720/
9. Deutscher, M. (2025, October 2). Salesforce launches new AI data governance features, Agentforce Vibes coding tool. SiliconANGLE. Cconangle.com/2025/10/02/salesforce-launches-enterprise-vibe-coding-tool/
10. Clientell. (2025). Build anything in Salesforce in minutes, not hours. Clientell. https://www.getclientell.com
11. Karpathy, A. [@karpathy]. (2025, February 2). There’s a new kind of coding I call “vibe coding”, where you fully give in to vibes, embrace exponentials, and forget that code even exists. X. https://x.com/karpathy/status/1753472166197080428