Seek for Salesforce Becomes the First AI Agent to Complete Trailhead Admin Challenges, Marking a Milestone in Enterprise AI Automation

Whatfix, the global AI-native platform for enterprise automation, today announced a major milestone for its upcoming AI product, Seek for Salesforce. Set to officially launch in early 2026, Seek for Salesforce has successfully completed all the challenges in Salesforce Trailhead Admin Beginner and Intermediate courses, a milestone that demonstrates its ability to empower admins and developers by handling complex, real-world tasks traditionally performed by certified Salesforce professionals.

Seek for Salesforce is an AI assistant that automates hours of work for admins and developers with a single command. By completing Trailhead challenges, Seek has validated its ability to perform like a certified Salesforce administrator, handling tasks such as configuring fields, creating validation rules, building flows, and managing page layouts with accuracy and reliability.

“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 at 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.”

Driving the Future of Automation
Seek for Salesforce has been designed with distinct differentiators that set it apart in the enterprise AI automation landscape:

• UI-first automation across apps that goes beyond API limitations by visually interpreting screens and executing workflows directly on the UI, just like a human using a mouse and keyboard. This allows Seek to:

• Automate workflows in applications without exposed APIs,

• Handle long-running, multi-step tasks that API-first copilots struggle with, and

• Enable seamless human-agent collaboration, since both operate on the same UI and can hand off tasks fluidly.

• A human-in-the-loop trust model that balances automation efficiency with governance through approvals and suggestions.

• Cross-persona value built to serve admins, developers, end users, and content authors, covering more roles than point solutions.

With nearly 70% of digital initiatives stalling due to execution complexity, Seek for Salesforce closes the gap by automating critical admin and configuration tasks, making transformation faster and more achievable.

“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. This is consistent with a broader shift we are seeing in the market toward improving productivity, reducing project timelines, and addressing execution challenges in digital initiatives,” said Sharath Hari N., Vice President at Everest Group.

How Seek cleared Trailhead challenges
The evaluation was designed to mirror how a real Salesforce professional progresses through Trailhead. Seek tackled each challenge sequentially by navigating Salesforce, completing the required configuration, and claiming points just like a human.

In some instances, when it made an incorrect or incomplete action, Seek detected the issue while validating the challenge and corrected itself before revalidating the task.

These challenges span real-world admin scenarios, from creating custom objects and fields to building flows, validation rules, and page layouts, proving that Seek can reliably perform the same activities certified Salesforce professionals are trained on.

You can view the technical report with observations of challenges completed by Seekhere.

Expanding Whatfix’s AI-First Product Lineup and Strategy
Seek for Salesforce is part of Whatfix’s Seek platform, an AI-native assistant that powers multiple enterprise use cases. Alongside Salesforce automation, Seek also includes a conversational AI search tool that helps users find information faster in the flow of work. Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI.

Whatfix recently launched a broader portfolio of AI agents designed to accelerate digital adoption and enterprise automation. Looking ahead, Seek will also be able to consume Whatfix DAP content just like a human, to navigate and automate tasks across applications, extending its impact far beyond Salesforce.

An early version of Seek for Salesforce is being shared selectively with design partners, and interested teams can join the waitlist to explore the product. Learn more about Seek for Salesforce here.

Whatfix will also showcase Seek for Salesforce at the Salesforce Ben Hub in San Francisco on October 14-15, offering attendees an exclusive preview of its capabilities-register here.

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.