Whatfix, the global AI-native platform for enterprise automation, announced a major milestone for its upcoming product, Seek for Salesforce. The AI agent successfully completed all the challenges in Salesforce’s Trailhead Admin Beginner and Intermediate courses, marking the first time an autonomous agent has matched the technical proficiency of certified Salesforce professionals. The achievement highlights Seek’s potential to automate complex administrative and configuration tasks within Salesforce work that typically requires skilled human expertise.
Set for official release in early 2026, Seek for Salesforce is an AI assistant designed to dramatically streamline workflows for Salesforce admins and developers. Using a single command, it can handle high-value tasks such as building flows, configuring fields, creating validation rules, and managing page layouts across Salesforce environments with precision and reliability.
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“Salesforce administration & development work involves a lot of configuration in the Salesforce no/low-code platform. Seek for Salesforce helps reduce project timelines, unlocking faster transformation and productivity for enterprise teams,” said Khadim Batti, CEO and Co-Founder of Whatfix. “This milestone is an early proof of how Seek for Salesforce is redefining automation and enabling admins to achieve far more than was possible before.”
A New Standard for Enterprise Automation
Seek for Salesforce represents a new generation of enterprise AI automation built around UI-first execution, human-in-the-loop governance, and cross-persona value. Unlike API‑based copilots that require system-level integrations, Seek directly interacts with on-screen elements to execute workflows across applications, mimicking how a human would navigate software using a mouse and keyboard. This approach:
- Automates processes even in systems without publicly available APIs.
- Executes long-running, multi-step workflows that typically exceed the scope of standard AI copilots.
- Enables seamless collaboration between humans and AI agents working within the same interface.
Its human-in-the-loop trust model gives enterprise teams granular control over automation through approvals, suggestions, and safeguards ensuring reliability and governance at scale. Meanwhile, its cross-role adaptability supports admins, developers, end users, and content creators alike, addressing a broader range of use cases than point solutions.
Industry analysts see this as a signal of a wider transformation. “As enterprise AI moves from experimentation to execution, DAPs are evolving to support task enablement within business applications,” said Sharath Hari N., Vice President at Everest Group. “Whatfix’s completion of Salesforce Trailhead challenges through its ‘Seek for Salesforce’ product reflects how vendors are beginning to demonstrate real capability in enterprise environments. This aligns with the broader market shift toward improving productivity, reducing project timelines, and overcoming execution challenges in digital initiatives.”
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How Seek Mastered Salesforce
To achieve its milestone, Seek was evaluated using the same criteria as a real Salesforce professional progressing through the Trailhead platform. It navigated each challenge sequentially, completing configurations, building workflows, and verifying tasks to earn points automatically. When errors occurred, the AI detected and corrected them before revalidation demonstrating self-aware task management and adaptive reasoning.
The challenges spanned authentic administrative scenarios, from custom object creation to building flows and validation rules. By completing them autonomously, Seek proved it could execute the same work certified Salesforce experts perform daily an early indicator that AI agents are poised to become integral to enterprise operations.
With digital transformation programs often slowed by resource constraints and execution complexity, Seek for Salesforce offers a direct path to accelerated productivity. It bridges the gap between human expertise and automation, empowering enterprises to achieve what was once considered unattainable speed and scale in Salesforce management.
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