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Practical Salesforce guides written by certified consultants, developers and architects: platform development, custom integrations, Agentforce and AI, data migration, release management and admin best practices.
Salesforce Health Check Checklist. 30 Points To Review
Every Salesforce org looks healthy from the home page. The problems live in permission sets nobody remembers, flows that fail at night and integrations owned by someone who left two years ago. None of them show up on a dashboard until somet…
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Case StudyNonprofit Salesforce Implementation For A UK Charity
500+ organisations mapped 80% less manual data entry 4 to 1 tools replaced by one 5 sec to generate a report Four numbers from the case, nothing else. A national UK charity was spending three days on every funder report. After a nonprofit S…
ArticlesNPSP vs Nonprofit Cloud. Should Your Charity Migrate?
Sales Cloud NPSP packages custom add ons NPSP on Sales Cloud Nonprofit Cloud one native platform GIFTS PROGRAMS OUTCOMES Agentforce Nonprofit ? NPSP VS NONPROFIT CLOUD NPSP vs Nonprofit Cloud: a package on top of Sales Cloud, or one native…
How to'sHubSpot Salesforce Integration Setup Guide For 2026
Marketing swears the lead was sent on Tuesday. Sales swears it never arrived. A clean HubSpot Salesforce integration ends that argument for good, because both teams finally look at the same record. Marketing keeps the tool it loves for camp…
NewsSalesforce Agentic Identity Gives AI Agents Their Own Login
📍 Part of our Dreamforce 2026 coverage — see also AIforce and the permission cleanup it just made urgent Until now an AI agent working in Salesforce borrowed the login of the person it was helping. 🔐 Salesforce Agentic Identity changes that…
How to'sSalesforce Approval Process Best Practices, How Many Steps
An approval process meant to add control ends up adding three days to every deal instead. Most approval processes that actually work resolve in one or two steps. A third step needs a specific, nameable risk behind it, not habit. Once a proc…
How to'sLightning Web Component Best Practices for Adoption
The component works perfectly in the demo and then nobody on the team opens it after week one. Reps stop using a new Lightning Web Component for one of three reasons. It takes more clicks than the habit it was supposed to replace. It ignore…
NewsSalesforce Koa and the New Multi Model AI Lineup
📍 Part of our Dreamforce 2026 coverage — start with the full announcement recap For two years every Salesforce roadmap meeting had the same awkward question. Which AI should we bet on? At Dreamforce 2026 Salesforce gave the most generous an…
NewsMeet the Seven New Agentforce Job Ready Agents
📍 Part of our Dreamforce 2026 coverage — start with the full announcement recap Their names are Piper, Hunter, Carter, Casey, Fin, Marshall and Paige. They never ask for a raise, they happily work weekends, and at Dreamforce 2026 Salesforce…
NewsAIforce and the Permission Cleanup It Just Made Urgent
📍 Part of our Dreamforce 2026 coverage — start with the full announcement recap Your sales team may never open a Lightning page again. 😳 At Dreamforce 2026 Salesforce introduced AIforce, and the login screen quietly stopped being the only f…
NewsSalesforce Duplicate Rules Setup, Block or Alert
Turn on strict duplicate rules and reps start finding ways around them, turn them off and the database turns into a mess again. The short answer on block versus alert is to block on exact, high confidence matches, an identical email address…
NewsDreamforce 2026 Announcements, Full Recap
More than 50,000 people came to Moscone Center, and over 122,000 more watched online. 🎤 Now the same question lands on every leadership team: what from all of that actually changes our Salesforce this year? We sorted the biggest Dreamforce…
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