AI is transforming Salesforce development, but it can’t replace senior consulting expertise. Learn why experience, context, and scalability matter more than ever in an AI-driven Salesforce world.

Salesforce has officially announced the upcoming end of support for Workflow Rules and Process Builder. While these tools have been foundational for many orgs, Salesforce is fully transitioning automation to Flow, the platform’s modern and more powerful automation engine.

OpenAI’s Codex is quickly becoming a valuable tool for anyone working in the Salesforce ecosystem whether you're a consultant, developer, or even an admin looking to build your coding skills. At its core, Codex is an AI-powered assistant that helps you understand and write code faster and more efficiently. This is especially useful in Salesforce projects, where it’s common to work with complex orgs filled with legacy Apex code, custom objects, and layers of automation.

Salesforce CPQ (Configure, Price, Quote) and DocuSign are two powerful platforms that, when integrated, can transform your sales workflow. Together, they enable faster, more accurate quoting, seamless electronic signatures, and secure handling of sensitive customer information.

During my internship at Eigen X, one of the most exciting tools I got to work with was Agentforce, Salesforce’s new AI-powered framework for building digital support agents. Like most people, I found the idea of learning AI a little intimidating at first, especially as someone still getting comfortable with the Salesforce ecosystem. But once I got into it, I realized how approachable and well-structured the platform really is.

At Eigen X, we don’t just implement technology, we transform how organizations connect with their clients. A recent success story involves helping a legal services client move from very custom Salesforce legacy live chat system built using Visual force pages, which is slated for retirement in coming years from Salesforce to Salesforce Messaging for Web, delivering a modern, scalable, and compliance-aware solution.

In this demo, we explore Tableau Next and its powerful Concierge Agent using sample commercial pharmaceutical sales and activity data. The focus: uncovering the types of interactions sales reps are having with healthcare providers (HCPs) across their territories.

Salesforce Connections is one of the most forward-looking events on the calendar, and this year’s focus on AI, data, and real-world marketing execution has made us especially excited. Three of us from the Eigen X team will be heading to Chicago to dive into everything from agentic marketing to data compliance in healthcare and insurance.

If you are an architect or aspiring architect looking for summer 25 features that will help you organize from an architect’s perspective, this will help you identify the features from a well-architected framework (EAT) and prevent problems.

The AI for Salesforce BAs Conference isn’t just another webinar, it’s a strategic learning experience crafted for Salesforce Business Analysts, Admins, and Architects who are ready to embrace the future. In a world where AI is reshaping how we gather requirements, map processes, and deliver business value, this event helps you move from uncertainty to action.

Salesforce World Tour is a global event series in leading cities around the world and streaming live on Salesforce+. Attendees will experience the latest Salesforce innovations, connect with experts, and network with local industry peers.  Eigen X is eager to attend.  We’ve asked our attendees which session they’re looking forward to the most; see our responses below!   

In every Salesforce CRM implementation, there’s often a disconnect between what’s described in an agile story and what actually needs to be built. User stories may capture the “what” and “why,” but the “how”—particularly the technical specifics—tends to be assumed, fragmented, or skipped altogether. This leads to missed scope, inaccurate estimates, and painful rework.

The federal government is at a turning point. With budget reductions, workforce downsizing and an increasing demand for digital services, federal CIOs face an urgent need to optimize operations while maintaining mission-critical functions. Generative AI (GenAI) presents a strategic opportunity—not just for cost savings, but for enhancing service delivery, streamlining workflows, and mitigating the risks of talent shortages. In this era of fiscal constraints and technological evolution, CIOs must prioritize three key areas to harness the power of GenAI effectively.

Tableau Conference is back in San Diego for 2025! Whether you are just getting started or a self-proclaimed Tableau expert, there are over 450 sessions guaranteed to have something for everyone. Just like last year, we have put together a list of must attend sessions to save you time going through them all. Each phenotype's schedule was designed with limited to no conflicts so you can attend every session under that skill level. 

Salesforce World Tour is coming to Washington, D.C., on March 19, 2025, at the Walter E. Washington Convention Center. This event will bring together industry leaders, Salesforce experts, and innovators to explore the latest advancements in AI-driven, agent-first technology. Attendees can participate in over 120 expert-led sessions, demos, and hands-on trainings to learn how Agentforce can modernize operations and enhance efficiency across various sectors. Eigen X is thrilled to join this dynamic event and connect with professionals eager to transform their businesses through innovative Salesforce solutions. 

Salesforce Education Cloud is a powerful CRM platform designed to meet the unique needs of educational institutions. It streamlines operations, enhances student engagement, and improves overall institutional performance. However, in today's fast-paced digital world, institutions need more than just data management—they require insights, predictive analytics, and real-time decision-making capabilities. This is where Salesforce Data Cloud comes in, transforming Education Cloud into a cutting-edge platform. Let's explore how Data Cloud elevates Education Cloud through some key use cases. 

If you are an IT director, Agency product owner, or case/claim manager working in the service operations for the citizens, DC world tour coming up on March 19 can be overwhelming. Apart from the Salesforce marketing hoopla, it is sometimes hard to navigate the key sessions and ensure you maximize your learning and value on the event. This will help you to navigate the key sessions which you want to attend during the world tour based on your role in the Agency.