What to take back to your team
- Start with a task that already depends on Salesforce data.
- Keep permissions and approval rules clear.
- Include admins and support owners from the start.
Understand what changes.
Salesforce holds customer records, business rules, permissions, and workflows. People usually reach them through a browser.
Headless 360 expands how software can reach these capabilities. An approved application or AI agent can request data or actions through a software interface. An AI agent is software that uses AI to carry out tasks.
For example, an agent could use call notes to prepare an update to a sales opportunity record and draft a follow-up message. A customer support workflow could use a support case's history to prepare a response. These are use cases to design and test for your environment.
Keep the important parts in place.
Your data and business rules remain important. Each agent needs permission to read the right records and perform specific actions.
Admins help define those rules. They also help decide which actions need a person's approval and how to respond when a workflow fails.
Plan for usage costs before the workflow goes live. Estimate how often it will run, which actions it will take, and what will happen during a busy period.
Choose a first use case.
Look for a repeated task with clear inputs and a result you can check. Name the person who owns that result.
Agree on examples to test, which errors are acceptable, and how a person will complete the task if the software fails. Measure the quality of completed work and the time it takes.
Give admins clear operating instructions. Review the first workflow before expanding the same approach to more teams.
The interface can change. The business rules still matter.
Apply it to your team
We can help your Salesforce team choose one task to complete from an app or AI assistant, with clear access and approval rules.
A Headless 360 assessment defines one workflow, its approved actions, permissions, and test criteria for a pilot plan. The work to build and connect it is a separate project scope.
Headless 360 Quickstart Headless 360 implementation
