At Cirrius Solutions, our mission is simple: keep your Salesforce org healthy, secure, and ready for what’s next—while helping your teams move faster with AI and automation.

As we close out 2025, this newsletter is focused on three things:

1. Ecosystem shifts we’re seeing across the Salesforce platform
2. Practical question set you can use for your 2026 roadmap conversations
3. Cirrius resources—podcasts, blogs, and workshops—to help you plan with confidence

🌍 Salesforce Ecosystem Watch

As you think about 2026, here are four themes we’re tracking with our clients:

AI Everywhere in the Core Clouds

• More native AI assistants embedded into Sales, Service, and Marketing workflows
• Increased emphasis on governance—who can trigger AI, what data it can see, and how outputs are reviewed

Data Foundations Becoming Non-Negotiable

• Greater importance on unified customer data models and cleaner data structures
• Rising expectations for de-duplicated, trusted data to power analytics and AI

Security, Identity, and Access Controls Tightening

• Stronger expectations around MFA, conditional access, IP ranges, and session controls
• More scrutiny on connected apps and integrations as attack surfaces expand

DevOps, Testing, and Release Management Getting Smarter

• Continued rise of DevOps tooling, metadata intelligence, and automated testing
• Increased need for disciplined deployment playbooks and post-release monitoring

🧭 Your 2025 Review & 2026 Salesforce Roadmap

2025 Review:

• What were your main goals for Salesforce in 2025?
  • Which goals were met, exceeded, or missed—and why?
• Where did Salesforce feel limited?
  • Process gaps, missing automations, integrations, or license constraints.
• Did reporting and analytics give leaders what they needed?
  • Recurring workarounds or data you couldn’t reliably get from Salesforce?
• Are your critical KPIs truly tracked in Salesforce today?
  • Revenue, pipeline, retention, SLAs, CSAT/health scores, utilization, etc.
• What Salesforce capabilities drove the most value in 2025?
  • Ex: case routing, quoting, field service, partner portals, AI-powered insights.

2026 Goals & Roadmap:

• What are your top business priorities for 2026?
  • Growth, retention, efficiency, cost savings, new lines of business, M&A, etc.
• What new initiatives will touch Salesforce?
  • New products, new markets, new channels, or system consolidations requiring new objects, automations, or integrations.
• Will your sales, service, or marketing motions change in 2026?
  • Do your current page layouts, processes, and automations still fit, or are they holding teams back?
• Which existing Salesforce features are underutilized?
  • Are there licenses or capabilities you’re paying for but not fully using?
• Where do AI and advanced data capabilities fit into your roadmap?
  • Are you interested in AI agents, next-best-action, predictive scoring, or large-scale customer data unification—but unsure where to start?
• Are adoption, data quality, and security where they need to be?
  • Do users find Salesforce intuitive?
  • Are you confident in your data accuracy, backup/recovery approach, and overall org security posture?

🎧 Featured Content:
AI, Governance & 2026 Planning

🎙️CirriusTalk Podcast – From Clicks to Code: How AI is Redefining Salesforce Development

Hosted by Greg Banks and Tim Harting with guest Gavin Franklin, this episode explores how AI is transforming the world of Salesforce development:

• The rise of agentic coding and what it looks like in real Salesforce orgs
• How Salesforce’s new AgentForce Vibes tool changes how teams build and ship features
• How generative AI is shifting the balance between declarative configuration and custom development
• What this means for developers, admins, and consultants—from massive new opportunities to the practical challenges of AI-driven innovation

📝 Companion Blog – The Zero-Risk AI Revolution: How ‘Agents as a Service’ is Changing the Game

• How traditional AI projects force customers into “pay and pray” investments with big up-front costs and unclear ROI
• Cirrius’ zero-risk model: no upfront implementation costs and outcomes-based billing tied to measurable results
• Real examples of Salesforce AI agents qualifying leads, resolving support cases, and automating admin work as a 24/7 digital workforce
• Why an outcome-first mindset makes AI adoption safer, faster, and easier to scale across your Salesforce org

🤝 Next Steps – Turn This Newsletter Into Action

• Share the 11 Roadmap Questions with your leadership and Salesforce stakeholders.
• Pick one focus area for Q1 2026—AI enablement, security hardening, data quality, or process optimization.
• Schedule a 60–90 minute Roadmap Review with your Cirrius Consultant:
  • Review your 2025 outcomes
  • Align Salesforce to your 2026 business priorities
  • Draft a prioritized ClickUp backlog and a high-level 2026 roadmap