A Simple One-Object Audit Framework for Salesforce AI Agents
Picture a simple scenario. An AI agent is wired into your Case page in Salesforce. A customer sends a reply that sounds like the issue is resolved. The agent reads the conversation, decides the case can be closed, and updates the status to "Closed."
A week later, the customer calls in frustrated. "Why did you close my case? My issue wasn't resolved."
You go to the Case in Salesforce to investigate. The audit trail tells you almost nothing useful. CreatedBy says "Integration User." LastModifiedBy says the same. Field history tracking shows Status changed from "Open" to "Closed" at 3:37pm last Tuesday. None of it tells you the one thing you actually need to know: why did the agent do that?
This is the gap that shows up the minute AI agents start taking real action inside Salesforce. The fix is small. One custom object, a handful of fields, and a...
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