This Playbook highlights the biggest barriers to Salesforce org transformation — from technical debt and compliance risks to stalled cloud adoption and failed projects. More importantly, it provides proven strategies to overcome them and accelerate success. What you’ll learn in this Playbook:

• Eliminate technical debt that slows innovation
• Prepare for Agentforce, Data Cloud, and more
• Execute org splits, merges, and reboots at scale
• Reduce compliance risks and strengthen security
• Transition from Profiles to Permission Sets