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Latest Salesforce articles — page 3
NewsDreamforce 2026, What to Expect September 15 to 17
Dreamforce returns to Moscone Center September 15 through 17, and this year the whole event is built around one idea, the agentic enterprise. Dreamforce 2026 runs September 15 through 17 at Moscone Center in San Francisco, with the full pro…
Case StudyAI Email Assistant Salesforce Cuts Replies to 30 Seconds
Sales reps were spending more time drafting follow-up emails than actually selling. A US EdTech company's B2C sales agents were spending real chunks of every day scrolling through long email threads just to figure out what to say next, and…
How to'sHow To Clean Up Permission Sets
Winter '27 just changed how profile visibility works, and that is a good excuse to finally look at who can see what. A Salesforce permission set audit starts by pulling every permission set in the org next to a current list of job roles, th…
NewsSalesforce Winter 27 Release, Dates and What Changes
Release notes went live on August 19, sandbox preview opened August 28, and the first production wave lands the weekend of September 4. Salesforce's Winter '27 release notes published August 19, 2026, sandbox preview opened August 28, and p…
ArticlesField History Tracking Salesforce Can’t Do Past 20 Fields
A record looks wrong, three people had edit access, and nobody remembers who touched it last. Standard Salesforce field history tracking caps at 20 fields per object and keeps changes for only 18 months, with no real reporting layer beyond…
How to'sHubSpot to Salesforce Migration, What to Prepare First
Most rocky HubSpot to Salesforce migrations fail on the field mapping nobody planned for, not on the data transfer itself. A HubSpot to Salesforce migration typically takes four to eight weeks for a straightforward setup, longer if the org…
Case StudySalesforce Stripe Integration Lifts Renewals 28 Percent
A fintech SaaS company ran Salesforce and Stripe as two separate worlds, and the subscription numbers between them never quite matched. A Salesforce Stripe integration connects subscription and payment data directly onto the Salesforce reco…
ArticlesAgentforce Implementation, Where to Actually Start
Everyone is talking about autonomous agents in Salesforce, but few teams can name one concrete first step. The honest answer to where to start with Agentforce implementation is with one workflow, not a strategy. Pick a single repetitive tas…
How to'sSalesforce Dashboards for Leaders Worth Checking Weekly
Most Salesforce dashboards look great and get opened once a quarter. Good Salesforce dashboards for leaders get checked weekly, not quarterly, and they answer three questions in under five minutes. Are deals actually moving or just sitting…
ArticlesTask Tracker Salesforce App That Keeps Deadlines Visible
Tasks live in Trello or Asana, deals live in Salesforce, and the manager finds out about a missed deadline last. A task tracker Salesforce app fixes that by keeping tasks, due dates, and priorities on the same record as the deal or case the…
How to'sApex Unit Test Best Practices Beyond the Coverage Number
Plenty of orgs hit the 75 percent coverage requirement with tests that check nothing real at all. Coverage counts which lines of code ran during a test, not whether the test verified anything meaningful. A test that inserts a record, calls…
ArticlesSalesforce Health Check Signs Your Org Needs an Audit
The org keeps growing, automations keep piling up, and nobody has reviewed access permissions in years. You know an org needs a Salesforce Health Check when the same handful of symptoms start showing up together. Reports that give a differe…
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