Home
News
Tech Grid
Data & Analytics
Data Processing Data Management Analytics Data Infrastructure Data Integration & ETL Data Governance & Quality Business Intelligence DataOps Data Lakes & Warehouses Data Quality Data Engineering Big Data
Enterprise Tech
Digital Transformation Enterprise Solutions Collaboration & Communication Low-Code/No-Code Automation IT Compliance & Governance Innovation Enterprise AI Data Management HR
Cybersecurity
Risk & Compliance Data Security Identity & Access Management Application Security Threat Detection & Incident Response Threat Intelligence AI Cloud Security Network Security Endpoint Security Edge AI
AI
Ethical AI Agentic AI Enterprise AI AI Assistants Innovation Generative AI Computer Vision Deep Learning Machine Learning Robotics & Automation LLMs Document Intelligence Business Intelligence Low-Code/No-Code Edge AI Automation NLP AI Cloud
Cloud
Cloud AI Cloud Migration Cloud Security Cloud Native Hybrid & Multicloud Cloud Architecture Edge Computing
IT & Networking
IT Automation Network Monitoring & Management IT Support & Service Management IT Infrastructure & Ops IT Compliance & Governance Hardware & Devices Virtualization End-User Computing Storage & Backup
Human Resource Technology Agentic AI Robotics & Automation Innovation Enterprise AI AI Assistants Enterprise Solutions Generative AI Regulatory & Compliance Network Security Collaboration & Communication Business Intelligence Leadership Artificial Intelligence Cloud
Finance
Insurance Investment Banking Financial Services Security Payments & Wallets Decentralized Finance Blockchain Cryptocurrency
HR
Talent Acquisition Workforce Management AI HCM HR Cloud Learning & Development Payroll & Benefits HR Analytics HR Automation Employee Experience Employee Wellness Remote Work Cybersecurity
Marketing
AI Customer Engagement Advertising Email Marketing CRM Customer Experience Data Management Sales Content Management Marketing Automation Digital Marketing Supply Chain Management Communications Business Intelligence Digital Experience SEO/SEM Digital Transformation Marketing Cloud Content Marketing E-commerce
Consumer Tech
Smart Home Technology Home Appliances Consumer Health AI
Interviews
Anecdotes
Think Stack
Press Releases
Articles
  • Enterprise AI

Whatfix Seek for Salesforce Masters Trailhead Challenges


Whatfix Seek for Salesforce Masters Trailhead Challenges
  • by: Source Logo
  • |
  • October 9, 2025

Whatfix, the global AI-native platform for enterprise automation, has achieved a groundbreaking milestone with its upcoming AI product, Seek for Salesforce. Set to launch in early 2026, Seek has successfully completed all challenges in Salesforce Trailhead Admin Beginner and Intermediate courses, demonstrating its capability to handle complex tasks typically reserved for certified professionals. This validation underscores Seek's potential to automate hours of admin and developer work with a single command, accelerating digital transformation.

Quick Intel

  • Seek for Salesforce is the first AI agent to complete Salesforce Trailhead Admin Beginner and Intermediate challenges.
  • Automates real-world tasks like configuring fields, creating validation rules, building flows, and managing page layouts.
  • UI-first automation bypasses API limits, enabling multi-step workflows and human-agent handoffs.
  • Features human-in-the-loop trust model for governance, approvals, and suggestions.
  • Supports admins, developers, end users, and content authors for cross-persona value.
  • Early access shared with design partners; waitlist open for interested teams.

Proving AI's Role in Enterprise Automation

Seek for Salesforce automates configuration in Salesforce's no/low-code platform, reducing project timelines and boosting productivity for enterprise teams. Khadim Batti, CEO and Co-Founder at Whatfix, stated, “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. 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.” With 70% of digital initiatives stalling due to execution complexity, Seek addresses this by automating critical tasks, making transformation more achievable.

Key Differentiators of Seek for Salesforce

Seek stands out in the enterprise AI landscape through innovative features:

  • UI-First Automation: Interprets screens visually to execute workflows like a human, handling apps without APIs, long-running tasks, and seamless collaboration.
  • Human-in-the-Loop Trust Model: Balances efficiency with governance via approvals and suggestions, ensuring compliance and control.
  • Cross-Persona Value: Serves admins, developers, end users, and content authors, extending beyond point solutions. Sharath Hari N., Vice President at Everest Group, noted, “As enterprise AI moves from experimentation to execution, DAPs are evolving to support task enablement within business applications. 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.”

How Seek Conquered Trailhead Challenges

The evaluation simulated a professional's Trailhead progression, with Seek navigating Salesforce to configure elements, build flows, and claim points. It self-corrected errors during validation, ensuring accuracy. Challenges covered real scenarios like custom objects, fields, validation rules, and page layouts, proving Seek's reliability as a certified-level assistant. A technical report details observations from completed challenges.

Expanding Whatfix's AI Ecosystem

Seek for Salesforce is part of Whatfix's broader Seek platform, including a conversational AI search tool for in-flow information retrieval. Upcoming expansions allow Seek to consume Whatfix DAP content, automating tasks across applications. Whatfix's AI agents portfolio accelerates digital adoption, with Seek showcased at the Salesforce Ben Hub in San Francisco on October 14–15, 2025. Early versions are available to design partners; join the waitlist for access.

Whatfix's milestone positions Seek as a transformative tool, empowering Salesforce users to focus on strategy over configuration, driving ROI in a $20 billion digital adoption market.

About Whatfix

Whatfix is an AI platform advancing the "userization" of enterprise applications—empowering companies to maximize the ROI of their digital investments. Powered by a proprietary AI engine ScreenSense, Whatfix continuously interprets application workflow context and user intent to boost user productivity, ensure process compliance, and elevate user experience across applications. The product portfolio includes a Digital Adoption Platform (DAP), Mirror simulated application environments for hands-on training, and Product Analytics for no-code insights. With seven offices across the US, India, UK, Germany, Singapore, and Australia, Whatfix supports 700+ enterprises, including 80+ Fortune 500s like Shell, Schneider Electric, and UPS Supply Chain Solutions. Backed by investors such as Warburg Pincus, Softbank Vision Fund 2, Dragoneer, Peak XV Partners, Eight Roads, and Cisco Investments, software clicks with Whatfix. For more information, visit the Whatfix website.

  • AI AutomationEnterprise AI
News Disclaimer
  • Share