Sales Cloud Developer Patterns and AI

Sales CloudSales Cloud Developer Patterns and AIProven patterns for Sales Cloud developers: roll-ups (native, DLRS-style and account hierarchy batches), ERP integration for products, prices and orders, email and activity capture, Sales Engagement cadences, the Reports API in Apex, Agentforce for Sales, robust test data for sales objects, and a complete deal desk automation mini-project.Advanced · about 90 minutesWhat you will learn

Choose between native roll-up summaries, declarative tools and Apex for sales roll-ups, and build an account hierarchy roll-up batch

Design idempotent ERP integrations for products, price books and orders using external Ids and event-driven outbound sync

Explain how Einstein Activity Capture, Enhanced Email and EmailMessage store sales communications and what that means for code

Enrol prospects in Sales Engagement cadences from Apex and query cadence tracker objects

Run and parse reports in Apex with Reports.ReportManager

Integrate Agentforce for Sales features with custom actions and prompt templates

Write reliable tests for sales objects and build an end-to-end deal desk automation

Contents

Roll-up patterns

ERP integration patterns

Email and activity integration

Sales Engagement cadences

Sales Cloud APIs at a glance

Reporting from Apex: the Reports API

Agentforce for Sales

Testing patterns for sales objects

Mini-project: deal desk automation

Best practices

Common pitfalls

Hands-on exercises

Key takeaways