In this episode, Jonathan Fox, Head of Salesforce Architecture at IntellectAI, delves into the importance of cleaning metadata for AI agents. He discusses how to identify when your metadata needs tidying, especially before implementing tools like Agentforce. Training an AI agent resembles guiding someone unfamiliar with your business, making clear labels essential. Jonathan advises starting small with metadata cleanup for specific tasks and emphasizes the significance of dynamic documentation in keeping your Salesforce environment efficient and user-friendly.
