Is your org really AI ready?

Your Salesforce is like a cheese factory, which has certain production possibilities. If, in one day, too much milk is delivered and your workers and machines are not ready to process it, the product will go to waste.

If you will implement connection to AI in your org, and saving records will trigger automations which are not efficient, it will throw you lock errors like 'UNABLE_TO_LOCK_ROW', 'sharing rule calculations are blocked because of a group membership update', 'CPU Limit Exceeded'.

Everybody is discussing AI, but I when I look at managers who force implementation of AI despite having org which is not optimal, I am concerned.

Which checkups I would recommend before implementing any AI tool (No matter weather it is Agentforce or the other one)

Paused Trigger Flows

Paused trigger flows are the easiest to verify as they are available by default. Every org has it and allows insight towards how efficiently the org was built. Put special attention to limit exceptions.

Code loggers (if your consulting was wise enough to build them)

There are lots of available logger solutions in the market. Exceptions can be logged in multiple ways but the method should implement at least platform event based pattern to save log. Otherwise failed transaction will not allow logging of the issues. Special attention should be put to Asynchronous jobs as they do not produce real-time errors visible to users.

Security

Before you will allow AI machine to your org it would be wise to at least ensure you are using best practices in your integrations. Please... do not store client secret in a custom label... this happened to me too much times in my life ;).

If you are intrested in verifying your readiness for AI book free consultation before spending 200000$ or different quote on something which will block your org ;).