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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.

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97 articles

Latest Salesforce articles — page 5

AgentExchange SalesforceArticles

AgentExchange Salesforce: AppExchange Renamed

Salesforce has renamed things before. A lot. Data Cloud has had five names. Agentforce 360 had four. But AgentExchange, Salesforce’s most consequential rename yet is different.The AppExchange, launched in 2006, the marketplace that nearly 9…

Salesforce Summer 26 developerArticles

Salesforce Summer 26 Developer Features

Every Salesforce Summer '26 release has one developer feature that teams have been waiting for since approximately forever.LWC Component Preview is finally generally available. State Management for LWC reaches full GA. And the new Release M…

Salesforce Headless 360 architecture diagram showing APIs MCP tools and CLI commands layersArticles

Salesforce Headless 360 and MCP

For most of Salesforce's history, building on the platform meant working inside it: browser open, Setup menu navigated, page layouts configured. Salesforce Headless 360, announced at TDX on April 15, draws a line under that era.Every piece…

Six-step Salesforce Summer 26 admin checklist before May 9 sandbox upgradeArticles

Salesforce Summer 26 Admin Checklist

Most orgs get surprised by Salesforce releases. Not because the dates are hidden — they are published months in advance — but because the checklist for actually preparing keeps getting skipped until something breaks in production.Summer '26…

Salesforce Summer 26 release changes for admins — Agentforce Flow External Client Apps enforcementArticles

Salesforce Summer 26 Release

Summer '26 sandboxes start upgrading around May 9. Release notes dropped April 22. If you have not looked at them yet, the window before your sandbox looks different and your customisations start behaving unexpectedly is narrow.This is the…

TDX 2026 Salesforce announcements summary — Headless 360 AgentExchange Vibes 2.0 Agent ScriptArticles

TDX 2026 Salesforce Recap

Salesforce co-founder Parker Harris asked the question right before TDX 2026: "Why should you ever log into Salesforce again?"What got announced on April 15 in San Francisco was a structural redesign of how the entire Salesforce platform wo…

Comparison table of native Salesforce Field History Tracking vs True Field History by TrueSolvArticles

Salesforce Tracks Field History. Just Not Enough of It

Salesforce tracks field history out of the box. Most admins know this. What they also know is that the native tracking has a ceiling of 20 fields per object, a retention window of 18 months, and a reporting layer that makes it genuinely dif…

Architecture diagram showing Stripe and Segment connecting into Salesforce for SaaS revenue visibilityArticles

Stripe and Salesforce integration for SaaS companies

Your Stripe dashboard shows who is paying. Your Segment or PostHog shows who is actually using the product. Your Salesforce shows who the sales team is talking to. Three tools, three completely separate truths, and no connection between the…

Salesforce Experience Builder SEO settings panel showing the Generative Engine Optimization toggleHow to's

How to Use GEO in Salesforce Experience Cloud

SEO is not dead, but it has a new layer on top of it. Spring '26 added Generative Engine Optimization to Salesforce Experience Cloud — a single toggle in Experience Builder that tells AI engines like ChatGPT, Perplexity, and Gemini how to r…

Salesforce Spring 26 migration timeline from Connected Apps to External Client AppsArticles

Connected Apps Are Being Retired in Salesforce

Starting with Spring '26, Salesforce disabled the creation of new Connected Apps by default across all orgs. Your existing ones still work for now.But the direction is clear: External Client Apps are the future, and the clock is running.Thi…

Three-phase Salesforce setup roadmap for SaaS companies from first lead to automated renewalsArticles

Salesforce Setup Roadmap for SaaS Companies

Setting up Salesforce for a SaaS company is not the same as setting it up for a real estate agency or a professional services firm. Subscriptions, trials, renewals, MRR, none of that exists in a default Salesforce org. Getting it right mean…

PLG funnel from trial signup to closed-won opportunity in SalesforceArticles

How to Find Your SaaS PQL in Salesforce

Product-led growth gets talked about as a marketing strategy. It is actually a data strategy. The moment a user signs up for your free trial, they start telling you exactly how likely they are to pay, through every click, every feature they…

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