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How Should I Clean Metadata for Salesforce AI Agents?

July 17, 2025 by mgerholdt@salesforce.com Leave a Comment

Today on the Salesforce Admins Podcast, we talk to Jonathan Fox, Head of Salesforce Architecture at IntellectAI. Join us as we chat about why we should rethink how we label, structure, and maintain Salesforce metadata.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Jonathan Fox.

How do you know if your metadata needs to be cleaned up?

When we were trying to implement Agentforce on the Admin Evangelist org, we came to a sobering realization. Despite all the content we create on how to do things the right way, it turns out that we all approach metadata a little differently. That’s why I was so excited to sit down with Jonathan to talk about how to clean up your metadata for AI.

Training an agent is like showing your org to someone who knows nothing about your business. Suddenly, it’s really

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