Security
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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…
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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…
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Admin
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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Admin
Salesforce Security Enforcement: Partners Are Frustrated. Here’s Why.
The June through August enforcement windows are coming in hot, and the preparation work, MFA enrollment, SSO signal configuration, permission audits, is work you can start today. The through-line across all five controls is user readiness. Report users need at least one Salesforce-side verification method configured. Privileged users must have a qualifying phishing-resistant method in place before July 1. And…
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Admin
What Is Phishing-Resistant MFA?
Imagine you get a fake text message from your bank. You click the link, enter your password, and then, prompted by the fake site, you type in the 6-digit SMS code or authenticator app code that just popped up on your phone. Even though you used Multi-Factor Authentication (MFA), the hacker just stole your password and your session code in…
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Admin
Salesforce Is Tightening Security Across Every Org
If you haven't gotten the memo yet, Salesforce is rolling out a sweeping set of platform security requirements between now and mid-July. These aren't suggestions. They're enforcement dates with real consequences: users get blocked, exports get stopped, and policies get auto-enabled. Admins who wait will be scrambling.
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Admin
Field Access Summary
Salesforce Summer '26 is still in preview, but four permissions-related updates are generating conversation. Whether your focus is day-to-day access management or building toward a more mature governance model, these changes touch the infrastructure that everything else runs on. Here's what's coming and what it all does.
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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…
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Flow
Salesforce Winter ’26 Release: Comprehensive Overview of New Flow Features
The Winter ’26 Salesforce Release brings some significant improvements to Flow. From generative AI capabilities to stronger integrations, streamlined debugging, and enhanced security, this latest release showcases Salesforce’s ongoing commitment to positioning Flow as the central engine of automation across the platform.
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Flow
Should You Leave Unused Input and Output Flow Variables?
Input variables are especially useful for building modular, reusable flows, because you can design them to handle different scenarios based on the values provided at runtime. For example, a record ID provided as an input variable can help the flow retrieve and update that specific record without needing user input. By leveraging input variables, you can keep flows flexible, reduce…
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