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Most CBS companies rush to automate customer service to cut wait times — and end up scaling confusion instead. AI answers faster, but resolution stalls. In regulated environments, speed without trust backfires. This piece breaks down why AI customer service fails in banking and financial services, and what actually works when identity, consent, and action are designed together.

Most Salesforce teams speak “Einstein” like it’s one thing. It’s not. Predictive AI gives you probabilities. Prompts give you productivity. Agents give you action. Truffle’s latest breakdown shows how to map each use case to the right layer and why that single distinction can save your company millions in wasted AI spend.

Launching Agentforce is easy. Getting agents to actually use it that’s where most teams fail. This post breaks down why adoption lags, how to fix it, and what real success with Agentforce looks like: consistent usage, smarter responses, and better customer outcomes.

In Part 1, we explained why the API Enabled permission can expose Salesforce data. This Part 2 walks through setup, how to whitelist apps, and the pitfalls most admins don’t see coming from blocked Salesforce apps to extra overhead. Think of it as moving from a wide-open gate to a guarded entry point.

The “API Enabled” permission can turn into a wide-open door for hackers and shadow IT. API Access Control closes that door by allowing only trusted apps through, reducing risk without slowing business. Here’s how it works and why every Salesforce org should use it.