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Learnings from our work

What works well connecting Salesforce, customer.io, and all your tools with n8n into one customer profile, for leaders driving growth in their companies.

Five Salesforce portal architectures: Experience Cloud, public guest sites, third-party builders, decoupled apps, and headless MCP agents, ordered from native CRM proximity to decoupled and agentic.

The integrated stackOct 12, 202614 minFeatured

Salesforce portal architecture: five ways to connect external users

Five ways to connect external users (customers, partners, and installers) to Salesforce data, compared on security, delivery effort, ownership, and fit.

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Native Experience Cloud architecture: partners, customers, and installers sign in as named users, work on the same Salesforce records as your team, and use the same Experience Cloud site as a branded mobile app.

The integrated stackOct 12, 202614 min

Salesforce Experience Cloud implementation: how the native route compares

What a Salesforce Experience Cloud and Mobile Publisher build involves, where it fits, and how it compares with four other ways to connect external users.

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Diagram showing the four-layer AI distribution architecture connecting thin clients to enterprise systems of record through skills, proprietary MCP servers, operational connectors, and deep knowledge bases.

Investment guidanceOct 1, 20268 min

How to scale AI across your company: four layers from personal chats to company standards

Individual prompt crafting makes people faster, but leaves company IP on personal laptops. Here is the four-layer architecture that scales AI across the business.

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Diagram: Pocket and Google Calendar on the left under the label Read, Claude in the middle under Review, then approve, and Salesforce, DocsAutomator, and Gmail on the right under Write. Caption: one sales call in, every Salesforce record out.

The integrated stackSep 23, 202616 min

How to connect Claude to Salesforce and turn one sales call into every CRM record

One call recording becomes the Contact, Account, Opportunity, Quote, proposal, and logged Activity in a single Claude Cowork session. The rep improves instead of enters.

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Investment guidanceSep 17, 202610 min

What Dreamforce 2026 changes for a growth-stage company running on Salesforce

Salesforce spent four days saying you may never log into Salesforce again. What AIforce, Headless 360, MCP, and Koa mean for the customer data you already own.

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Delivery receiptsSep 16, 20264 min

What a CI quality gate catches that code review misses

Code review finds what a reviewer happens to look at. A CI gate checks every change against every rule, every time. What that difference means on a Salesforce org.

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The integrated stackSep 16, 20264 min

What a connected customer profile actually is (and what it is not)

Every team says it has a 360-degree view. Here is the test that tells you whether you do, and the three data types a connected customer profile has to carry.

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