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101 articles

Latest Salesforce articles — page 2

Roster graphic of the seven new Agentforce job ready agents, Piper, Hunter, Carter, Casey, Fin, Marshall, and PaigeNews

Meet 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…

AIforce interface layer diagram showing Salesforce permissions exposed through Slack and ClaudeNews

AIforce 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…

Salesforce duplicate rules setup comparing block versus alert matching outcomes for common data entry patternsNews

Salesforce 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…

Dreamforce 2026 announcements recap graphic, placeholder pending live keynote coverageNews

Dreamforce 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…

Salesforce integration services diagram showing data mapping, sync architecture, error handling, and monitoring stagesArticles

Salesforce Integration Services, What the Work Involves

Sales lives in Salesforce, billing lives somewhere else, and someone spends every Friday afternoon reconciling the two by hand. That Friday afternoon reconciliation is the tell. Salesforce integration services connect the systems a team alr…

Dreamforce 2026 preview graphic showing event dates, Moscone Center location, and the Agentic Enterprise themeNews

Dreamforce 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…

AI email assistant on a Salesforce Lead record showing thread summary and generated reply draftCase Study

AI 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…

Salesforce permission set audit showing permission sets matched against job roles and unused sets flagged for retirementHow to's

How 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…

Salesforce Winter 27 release timeline showing release notes, sandbox preview, and production upgrade datesNews

Salesforce 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…

True Field History report showing unlimited tracked fields and extended retention compared to native Salesforce trackingArticles

Field 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…

HubSpot to Salesforce migration checklist showing data audit, field mapping, and phased go-live stepsHow to's

HubSpot 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…

Salesforce Stripe integration dashboard showing MRR, renewal automation, and churn alerts for a fintech SaaSCase Study

Salesforce 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…

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