Admin
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How Salesforce Will Secure Your Org Against Hackers
Security and convenience are almost always inversely correlated. Making something more secure inherently makes it harder to access, which creates real friction for everyday users. This tension is nothing new. Hackers have always sought unauthorized access to systems, but historically, the barriers were high: computers were expensive and internet access was scarce. This is no longer true. This battle front…
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Get Your Org Ready: Summer ’26 Admin Highlights
Summer '26 is a well-rounded release for general admins, with meaningful improvements across accessibility, security, permissions, and org setup. The Chatter default change and the new Slack panel reflect Salesforce's continued push toward deeper Slack integration as the default collaboration layer. The WCAG accessibility updates represent an ongoing, multi-release commitment that admins in any org should begin enabling and testing…
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Setup with Agentforce: What Salesforce Admins Need to Know
For admins managing complex orgs, the friction of navigating Setup to accomplish routine tasks adds up. Setup with Agentforce doesn't replace your knowledge of the platform, but it removes a lot of the repetitive clicking and searching that slows work down. The agent respects your permissions, won't act without your go-ahead, and covers a wide enough range of tasks to…
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The Salesforce DKIM Sandbox Problem, and How to Fix It
We have all heard of data breach incidents that involve the Salesforce platform. Phishing (or Vishing) is a big problem that tricks admins and developers with elevated access to give up their credentials. In the wake of these incidents, Salesforce was forced to tighten the platform. One of these areas is the emails that are sent via the platform. If…
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Slackbot Just Got 30 New AI Features
On March 31, 2026, Salesforce announced more than 30 new AI-powered capabilities for Slackbot. Together, all the new updates reposition Slack, and Slackbot specifically, as the central nervous system of the modern enterprise. Slackbot can now orchestrate complex workflows across your entire org. It can manage customer relationships on your behalf, and follow you across your desktop and offer real-time…
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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…
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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.
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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…
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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…
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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…
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