01
Discover the real business problem behind the requested feature
02
Decide whether Agentforce, automation, process change or no build is right
03
Redesign the human–agent workflow before configuring technology
04
Architect Salesforce, Data 360, Agentforce, MuleSoft and external boundaries
05
Build declarative and pro-code actions with Flow, Apex, JavaScript and APIs
06
Ground agents in authorised, current and traceable enterprise data
07
Test deterministic software and probabilistic agent behaviour
08
Apply least privilege, approvals, guardrails, monitoring and rollback
09
Deploy through controlled environments and diagnose production traces
10
Measure adoption, quality, cost and business value — and decide what’s next