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,…

We are conducting a poll to see what new courses you would like to see on CertifyCRM.com. Your input will be greatly appreciated.…

If you have ever worked as a consultant or employed a consultant, you will have come across the huge difference between the hourly rate paid to the consultant and the consultant charge-out rates – the rate the consultant is charged out to customers.…

AI tools can analyze, predict, and recommend at lightning speed, but if the underlying data is poor, you’re simply making bad decisions faster. We’ve all heard the phrase “garbage in, garbage out” – and when it comes to Artificial Intelligence, it…

Whether you have 1 certificate or 10, it doesn’t matter too much in the Salesforce job search game. It’s a bit like investing – you need a balanced portfolio, don’t put all your effort into just one area. A good candidate also needs a good bala…

In the Summer ’25 Salesforce release, Flow Builder has a new (beta) Get Related Records feature. While it’s only available in Autolaunched flows initially, it can save you from having to perform multiple Get Records elements where the records are rel…