Mint® Moments – November
- Blog
November Edition
November, derived from the Latin novem (meaning “nine”), once marked the ninth month of the Roman year. Today, it stands as a bridge between reflection and renewal – a time to pause, evaluate the past and prepare for the year ahead.
In business, that same rhythm applies: November is the moment to look back with insight so you can move forward with intent.
As we reach the final stretch of the year, November offers a valuable opportunity to look back before we step forward. Reflection is an essential part of growth - understanding what has worked, what hasn’t and why - but it’s important not to let the past define the path ahead.
At Mint®, we believe in using hindsight as a springboard for progress. The lessons of the year are there to guide us, not to hold us still. Whether it’s fine-tuning your Salesforce® setup, aligning teams or exploring new tools, the goal is always the same: to move forward with clarity and confidence.
So as the evenings draw in and planning for 2026 begins, let’s take the best of what’s come before and use it to build what comes next.
Warm regards,
Geoff
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As the nights draw in and mince pies start appearing on shelves, our development team has been busy brewing up fresh ideas behind the scenes. One of the most exciting areas right now is Agentforce – Salesforce’s upcoming AI assistant.
We’ve started building and testing early proof-of-concept projects to explore how Agentforce can help users work faster, smarter, and more intuitively. Think automated insight summaries, AI-driven workflows, and conversational task management. It’s all about enhancing how teams work, not replacing the people who make Salesforce® magic happen.
And on a practical note, a gentle reminder: Workflows and Process Builders are being retired. If your org still uses them, now is the perfect time to transition your automations to Flows. Our team can help you review, rebuild and optimise – ensuring everything runs smoothly well before Salesforce’s deadline.
We’ll be sharing more updates as our Agentforce journey continues and we can’t wait to show you how these new tools will help transform the way you use Salesforce® in 2026 and beyond!
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For F. Ball and Co. Ltd, one of the UK’s leading manufacturers of flooring adhesives, growth brought a new challenge: connecting their Salesforce® CRM with Sage X3 to achieve a seamless flow of information across their business.
The company’s finance and commercial teams were managing data in two powerful but separate systems, making it difficult to see the full financial picture and respond to change in real time.
Mint®’s Salesforce® Sage X3 Integration provided the solution – unifying their systems so that sales data, orders and financial information now move effortlessly between platforms.
The benefits have been transformative:
- Real-time financial insight: With up-to-date figures accessible directly within Salesforce®, the finance team can make faster, more informed decisions.
- Streamlined operations: Automation between systems reduces manual entry and duplication, freeing teams to focus on higher-value analysis.
- Improved accuracy: A single source of truth ensures consistency across reporting and forecasting.
- Enhanced strategic visibility: Leadership now has a holistic view of performance, aligning financial and commercial decision-making.
The result is a connected ecosystem that empowers smarter choices and greater confidence across the organisation.
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All eyes are on AI as the Salesforce® world turns its attention to the upcoming Agentforce event – where innovation, automation, and intelligence will take centre stage.
Following Dreamforce 25, the message is clear: AI is no longer an idea — it’s an everyday advantage. From smarter customer interactions to predictive insights and workflow efficiency, Salesforce® continues to redefine what’s possible with tools like Einstein Copilot and Agentforce.
At Mint®, we’re exploring how these developments can translate into real-world gains for our clients from more responsive service to data-driven decision-making that feels effortless. We’ll be watching closely at Agentforce to bring back the best ideas, insights and opportunities for your business.
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As the year draws to a close, many businesses shift their focus from growth to reflection and readiness – analysing performance, setting goals and ensuring their Salesforce® org is primed for the year ahead.
Your CRM should be part of that conversation.
Now is the perfect moment to take stock: tidy your data, review your automations and make sure your dashboards are still telling the right story. The insights you uncover today will shape your 2026 strategy but only if your system is accurate, efficient and aligned with your current goals.
Here are a few smart ways to get your org year-end ready:
- Refresh Your Reports: Review key dashboards to ensure they reflect this year’s priorities, not last year’s assumptions.
- Tidy Your Data: Merge duplicates, archive outdated records and check picklists or permissions that may have drifted.
- Optimise Automations: Audit Workflow Rules and Flows – simplify or modernise where needed.
- Review User Adoption: Gather feedback and identify training opportunities to boost confidence and consistency in 2026.
A few hours of fine-tuning now can save days of frustration later and set you up for cleaner data, clearer insights and stronger momentum in the new year.
If you’d like help to ensure your Salesforce® org is performing at its best, our team would be delighted to talk you through the options from a year-end health check to exploring integrations and enhancements that can help you start 2026 in peak condition.
Because a great year starts with a great system.