Admin
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Setup with Agentforce: What Admins Can Actually Do Right Now
Start small if you're rolling this out to a team. Try a data model or flow request first, since those produce clear, visible results fast. Once permissions are assigned correctly, day-to-day access questions and org health checks become second nature within a few conversations. The time savings compound the more you lean on the agent for routine lookups instead of…
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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…
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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…
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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.…
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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…
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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…
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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…
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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.
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Is Setup with Agentforce Ready for Prime Time?
Salesforce keeps pushing AI deeper into the platform. Setup with Agentforce is the latest example. It promises a conversational way for admins to explore setup configurations, get security recommendations, and manage their Org, all without digging through menus. The pitch is simple. Ask a question in plain language and let Agentforce guide you through the answer, or take action on…
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Salesforce’s Security Overcorrection Is Locking Out the Wrong People
I get that Salesforce is finally stepping up their security, and I appreciate it. But this solution does not solve for the problem. ShinyHunters are largely going after enterprise firms, which largely use enterprise VPNs in the first place. That freezes out smaller players instead. Customers should also have some level of control over their own security. Indiscriminate overreach on…
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