Why permission management is a hidden admin headache: 1. You Have Dozens (or Hundreds) of Profiles Profiles were historically used to control user permissions. Many orgs solved new access requirements by simply cloning profiles and making small…

Small businesses don’t lose to big ones because of budget. They lose when they stop paying attention. I see this all the time with clients. They assume they need: Bigger tools Bigger teams Bigger spend They don’t. They need …

Too many sales teams rely on the raw Opportunity Amount field when forecasting, and it can create a false sense of security. The Amount field alone doesn’t reflect the actual likelihood of closing the deal. A better approach is to focus on the…

You can now sort your Salesforce List Views by up to 5 columns — giving you faster, in-app data segmentation without exporting to Excel. Need to prioritize your sales pipeline? Try sorting Opportunities by Amount (descending) and then Close Dat…

Deployment issues, missed deadlines, changes missing, Git conflicts, CI/CD complexity, and failed tests. … sound familiar? Complexity Most Salesforce DevOps tools require Git expertise, CLI commands, and complex CI/CD pipelines. What …

Yes, you have the Salesforce Recycle Bin. Yes, you can export data. But when someone mass updates 50,000 records incorrectly… or a Flow wipes out key data… manual exports won’t save you. A Data Integration goes rogue and updates the wrong recor…

Salesforce reports are one of the platform’s greatest strengths. They give teams visibility, support decision-making, and turn raw data into insights the business can act on. But over time, something almost every Salesforce organisation experience…

There are some Salesforce records that can be classified as being “transient” – meaning they change from one stage to another over time. For example, Leads, Opportunities, and Cases are common examples. As the record progresses from initial creation …

If we learned anything in 2025, it’s that the more we rely on Salesforce to run our critical business functions, the more aware and alert we need to be about keeping our data safe and protecting our customers. I invited Jari Salomaa, the CEO of Va…

The Problem with Salesforce Security Salesforce security has become significantly more complex as environments grow more connected, data-rich, and business-critical. At the same time, Salesforce data breaches have increased, making manual monitori…

This post covers only the new Flow features in the Salesforce Spring 26 release. I have a separate post for Spring 26 Admin features here. New Flow Types Two new screen flow types came out with the pre-release but only one survived. The Mult…

The Salesforce Spring ’26 release is imminent, with a host of new features coming in late January/mid-February 2026. This post focuses solely on the new Admin features. I have a separate post for the new Flow features here. Setup featuring …

When writing an article about the latest Salesforce Spring ’26 features last week, I noticed an Agentforce Vibes option on the setup menu in the new pre-release developer org I had created. Being curious, I just had to jump in and take a look.…

Problem: Salesforce Opportunities often get stuck at certain stages, and it’s challenging to visualize where they become stuck. Solution: Create an event every time the Opportunity changes stage with a simple record-triggered flow. Install t…

We’re expanding our catalog of Salesforce training courses and seeking experienced Salesforce professionals who want to monetize their expertise by creating online learning content. You will focus on creating the content in your area of expertise,…