-
Admin
Field Audits: Yearly Housecleaning for Your Salesforce Org
Set a real target, not a vague one. Field profiling with a genuine goal of zero percent unnecessary fill rate forces a decision on every field you've been avoiding. Either it earns its place through real usage, or it goes. Nothing in an org stays neutral forever. It's either helping or it's hurting. Nobody throws a party for cleaning up…
Read More » -
Admin
Why Your Salesforce Report Exports Are Failing and How to Fix It
If you are a sales or support operations expert on Salesforce, you most likely use the export feature under reports. When you want to do your own analysis and follow up on MS Excel or Google Sheets, or send the list to an external provider this feature comes to the rescue. Older Orgs have many periodic workflows executed by a…
Read More » -
Admin
AI Data Masking and Sensitivity Mapping in Salesforce
AI features move fast, but the governance behind them doesn't have to lag. Most of the controls covered here already exist inside Salesforce. They just need to be checked on purpose instead of assumed. Bring the Einstein Trust Layer and prompt template permissions into your regular security cadence. That closes a gap that's easy to overlook and costly to ignore.…
Read More » -
Admin
Why Salesforce Profiles Are Putting Orgs at Risk
Salesforce admins have relied on Profiles for decades. They feel familiar. They feel safe. According to Andrew Day, Fractional CISO and founder of 22 Nexus, that familiarity is exactly the problem. At Texas Dreamin’ 2026, Day delivered a session that walked attendees through why Profiles have become the biggest obstacle to real security in Salesforce orgs, and what teams can…
Read More » -
Admin
Object Relationships in Salesforce
When you’re just starting out learning the basic foundational concepts in Salesforce, it helps to break them down like this: one object, one purpose, and then a set of rules for how objects connect to each other. Object relationships are exactly that connective tissue. They let you link records together so users can see related data without hunting for it…
Read More » -
Admin
Agentforce Coworker Applied: Enterprise Intelligence at Your Fingertips
For years, enterprise productivity has suffered from a subtle tax: context switching. Sales executives, account managers, and customer success teams spend a fraction of their week actually talking to customers. The rest of their time is spent hunting through tab after tab, jumping from CRM records to email threads and opening Jira tickets. They also pull reports from Tableau, cross-reference…
Read More » -
Flow
Is Hardcoding Ids a Good Idea in Salesforce Flows?
Every Salesforce admin and developer has been tempted by the quick fix. You are building a Flow, and you need it to route an automated email to a specific queue, assign a task to a generic system user, or refer to a specific Record Type. You open the record in your browser, copy the 15- or 18-character string from the…
Read More » -
Flow
Should You Use Roll Back Records in Salesforce Screen Flows?
Should you use Roll Back Records in Screen Flows? Absolutely, but selectively. For simple, single-screen Flows that update a single record, it is usually overkill. But for complex, multi-step wizards, junctions, or any Flow where a partial finish creates a data integrity nightmare, the Roll Back Records element is one of the most powerful tools in your admin toolkit. Picture…
Read More » -
Admin
Agentforce Pricing: A Tier-by-Tier Breakdown
Salesforce has restructured Agentforce pricing around usage and business value instead of flat seat licenses. This guide breaks down each pricing tier, what it costs, and where the credits actually go. We'll cover the free Foundations tier, the two usage-based options (Flex Credits and Conversations), and the flat-rate licensing paths built for employee-facing agents.
Read More » -
Artificial Intelligence
The Real Lessons Behind a Year of Agentforce Rollouts
At Texas Dreamin’ 2026, Salesforce’s Jason Aylstock and Sha-Lene Pung shared what a full year of real-world Agentforce deployments actually look like. Their session moved past the launch-day hype and into the operational reality: readiness, governance, and rollout pacing. The points are not just timely, they are important for every admin to know if you’re prepping to go live with…
Read More »