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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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108 articles

Latest Salesforce articles — page 4

Salesforce PLG funnel dashboard showing trial signup, activation, and conversion stages with a 55 percent liftCase Study

Salesforce PLG Funnel Setup Lifts Trial Conversion 55 Percent

The product was growing fast on a product-led growth model, but the team had zero CRM visibility into what was actually happening. A Salesforce PLG funnel setup connects trial signups, product usage, and the sales workflow into one system,…

Checklist diagram of Salesforce Flow best practices showing common automation red flags and audit stepsHow to's

Salesforce Flow Best Practices Before Automation Breaks

Flow runs fine for months, then fails at the worst possible moment — usually right before a reporting deadline. Following Salesforce Flow best practices means catching the handful of patterns that quietly turn a working automation into a li…

True Time Tracker interface showing hours logged against Salesforce project and client recordsArticles

Time Tracking Salesforce App for Teams Who Bill by the Hour

The plan is in Salesforce. The reports are in Salesforce. The hours still don't add up. A time tracking Salesforce app closes that gap by logging hours straight against the project, client, or case record the team already works from, so not…

TrueSolv Team Anniversary CelebrationArticles

We Celebrated Seven Years the Way We Do Most Things

We are a distributed team across Tbilisi and Dubai, so there was never going to be one office with balloons taped to the ceiling. Instead, seven years got celebrated the way most of our workdays already happen — on a call, across time zones…

TrueSolv seven year anniversary campaign — seven years in the making celebration graphic with free Salesforce hours offer through August 10News

TrueSolv 7th Anniversary. Here Is What We Are Doing With Them.

Seven years ago TrueSolv started with a laptop, a Salesforce login, and considerably more confidence than clients. The anniversary was Sunday. This post is the Monday version. We are marking it the way that actually matters to you — not wit…

Salesforce field history Agentforce data readiness — what the agent sees vs what actually happened in field change historyHow to's

Salesforce Field History AI Readiness

An Agentforce agent grounded in your Salesforce data will give answers based on whatever your records contain. If a field was overwritten six weeks ago by a bad import, the agent does not know that. If a contact's status was manually edited…

Salesforce admin vs partner decision matrix for SaaS companies showing work type stage and cost comparisonHow to's

Hire a Salesforce Admin or Stay With a Partner?

At some point between 25 and 50 employees, almost every SaaS company asks the same question: do we hire a Salesforce admin, or do we keep working with a partner? It sounds like a resourcing question. It is actually a maturity question. And…

Salesforce report step-up MFA verification prompt and admin interval configuration setup pathNews

Salesforce Report Step-Up MFA

Starting July 1, your Salesforce users will be prompted to verify their identity every time they open a report. Not when they export it. Every time they open it. Every 120 minutes by default. If nobody on your team knew this was coming, Mon…

Agentforce World Tour Boston 2026 recap — key deployment themes and Dreamforce 2026 previewNews

Agentforce World Tour Boston 2026

Agentforce World Tour Boston happened on June 24 at the Hynes Convention Center. One full day, thousands of Salesforce customers, partners, developers, and admins, and a consistent message that came out of every session: the companies seein…

Salesforce MFA Enforcement July 2026Articles

Salesforce MFA Enforcement July 2026

Salesforce is not asking anymore. Starting July 1 in production, users who open a report will need to re-verify their identity even if they just logged in. By July 20, every internal user in every production org will need multi-factor authe…

Salesforce Flow Orchestration is Free in Summer 26Articles

Salesforce Flow Orchestration is Free in Summer 26

Flow Orchestration used to cost extra. Now it does not. Starting with Summer '26, Flow Orchestration runs are included in Enterprise, Performance, Unlimited, and Developer editions without usage-based limits. If you ruled it out before beca…

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