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  • Report exports are changing in Salesforce.
    Here’s what you need to know: Salesforce has had a blitz on security updates lately, responding to many security breaches in the past 12 months. The “Step-Up Authentication” restriction is designed to prevent the loss or theft of data via users exporting reports. In addition, there are limitations on the number of rows that can… […]
  • Permission Management for Security and Compliance
    1. Compliance pressures are rising Salesforce security used to be an internal concern. Now it is external, regulated, and audited. Frameworks like GDPR and SOX are not just guidelines. They demand proof. Auditors want to see exactly who has access to what, when that access was granted, and why it exists. Features demo… It is… […]
  • ChatGPT the Network Admin
    As a solo Linux System Administrator, I often come across problems that are difficult to solve. The old way was to Google a carefully worded question and hope that someone else had solved the problem before – and that I could find that solution. It wasn’t easy, and if your question was not well defined,… […]
  • Flow Utility Toolkit Review
    Mark Jones from the UK has built a genuinely useful Chrome extension for Salesforce Flow developers called the SF Flow Utility Toolkit. The goal is ambitious. Think of it as a Salesforce Inspector-style utility, but purpose-built for Flow. After spending some time with it, it already feels like one of those tools that quickly becomes… […]
  • The Missing Salesforce Features
    It’s great to see many new features with every new Salesforce release, and I enjoy the challenge of the treasure hunt – finding them before the official release notes are published. However, one of the major sources of great ideas for new or improved features is the Salesforce Idea Exchange. Steve Molis (Steve Mo) is… […]
  • Are Your Salesforce Permissions Out of Control?
    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 adjustments. Unfortunately, these adjustments were hard to identify due to the size and complexity of the profile. Over… […]
  • Small but Mighty
    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: They don’t. They need to be closer to the customer. Here’s a simple story. A local drink manufacturer, Murray, was up against a global brand with… […]
  • Don’t use Opportunity Amount to Forecast!
    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 weighted value. Multiply the Opportunity Amount by the Probability to get a… […]
  • Multi-Column Sorting for List Views
    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 Date to focus on your biggest, most urgent deals first. A simple update, but a huge… […]
  • Still gambling on Deployment Day?
    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 if you could hide all this complexity and concentrate on shipping great features instead? Stop fighting with Git! Serpent helps your team deploy faster… […]