-
Admin
Our Must-See TDX 2026 Session Guide
Whether you're heading to San Francisco or streaming from your desk, TDX 2026 has a lot to offer. This year's session lineup once again puts Agentforce and Data 360 front and center, and these sessions give you a solid foundation for understanding where the platform is headed. Add your picks to your agenda, set your Salesforce+ reminders, and come ready…
Read More » -
Admin
Migrate Salesforce Lightning to Agentforce with Ease
In line with this huge disruption in tech, Salesforce announced the general availability of an Agentforce Migration tool. This tool will help organizations migrate to the future of tech in just a few clicks.
Read More » -
Artificial Intelligence
Salesforce Offers Free Agentforce Addon to SMBs at No Extra Cost
The inclusion of Agentforce in the Salesforce SMB Suites marks the beginning of the end for the AI Paywall. It reflects a broader shift in how the industry thinks about AI: not as a premium feature to be unlocked, but as a standard part of what CRM software does. As more vendors follow, the question for small businesses won't be…
Read More » -
Admin
Clean Data, Smart Flows: Automating Data Cleanup in Salesforce Nonprofit Cloud
Clean data and efficient automation aren't just administrative conveniences. They are the engine of nonprofit effectiveness. Accurate volunteer check-ins mean accurate service records. Accurate service records mean accurate outcome data. And accurate outcome data is what allows organizations to apply for larger grants, deepen constituent relationships, and scale their mission year over year. The same principle applies on the donor…
Read More » -
Flow
The Usage Tab Is Here: See Your Salesforce Flow Dependencies at a Glance
Salesforce has been investing in making the Automation app a more complete command center for admins, and the Usage tab fits that direction. Features like this, combined with Flow Trigger Explorer and the Monitor tab, are slowly building toward something closer to a real operational dashboard for automation management. If flow documentation and impact analysis have been pain points in…
Read More » -
Admin
Data Import Wizard vs. Data Loader: Which Tool Is Right for You?
The right tool depends on your specific needs, technical expertise, and project scale. The Data Import Wizard provides a frictionless starting point for small, simple tasks and beginners. Large migrations, advanced control, and full object support are where the Data Loader remains an indispensable workhorse. By carefully considering record counts, supported objects, data operations, transformation needs, and automation requirements, you…
Read More » -
Admin
See Everything at Once: A Guide to Joined Reports
Some business questions don't fit neatly into a single report. You might want to know which high-priority accounts also have open support cases. Or you might need a side-by-side view of your pipeline broken out by stage, owner, and close date, all at once. Standard summary or tabular reports can only take you so far. That's where joined reports come…
Read More » -
Admin
What SOA Taught Us About AI Agent Interoperability
Recently, I was having a conversation with a Salesforce data and AI architect I respect. The question of whether “MCP-to-MCP integration” is a relevant topic during AI platform selection came up. My perspective was: Yes, this is the right time to discuss it, and the timing matters. Architects need to understand whether their vendors are designing for the future, even…
Read More » -
Admin
How to Create, Customize, and Share List Views in Salesforce
List Views let you filter, sort, and display records exactly the way you need them without wading through pages of data that don't apply to you. They are a way for users to quickly filter down to the records most relevant to them without having to run a full report.
Read More » -
Flow
Beyond the URL Button: The Salesforce Request Approval Lightning Component
The Request Approval component takes the Autolaunched Flow Approval Process and makes it more dynamic and user-centric. By moving away from static URL buttons and embracing this native Lightning component, administrators can empower their users to select appropriate approvers and provide vital context through comments. All while leveraging the free, robust automation engine of Salesforce Flow Orchestrator. Whether you are…
Read More »