From the blog

Blog — page 5

Why regularly audit your Salesforce Org using MetaFields?

In Salesforce’s dynamic environment, maintaining the security and effectiveness of your Org is essential. Over time, business needs change, and technology evolves, leading to features becoming obsolete or underutilized. Without routine inspections, issues can escalate, requiring costly reactive maintenance to resolve. Access controls may no longer align with current security policies, or configurations that previously…

Xavery Lisinski

Metadata management

Identify and mitigate performance risks due to high record counts in Salesforce

Why monitor record counts on Objects? Salesforce Objects (aka SObjects) with a significant number of records can cause significant performance impact to your Org due to data skew, sub-optimal configuration, and default Salesforce technical limits (you can read more about those limitations here). Keeping your data volumes under control is also one of Salesforce’s Well-Architected…

Xavery Lisinski

AgentforceAI/GPT

The Rise of Digital Labor: Redefining Work in the Age of AI

The future of work is here, and it’s digital. With the rapid evolution of artificial intelligence, businesses are on the cusp of a revolutionary transformation—one driven by AI-powered “digital labor.” This new era introduces AI agents capable of performing tasks once limited to human agents or employees, offering unprecedented scalability, efficiency, and reach. As Salesforce…

Ian Gotts

Data Cloud

How Data Cloud is transforming industry applications

What is Data Cloud? Salesforce Data Cloud aggregates customer data from external data sources and siloed applications, providing a 360-degree view of the customer – a vision promised for the last 30 years. This Customer Data Platform enables data-driven insights and actions directly within the Salesforce core platform, using clicks, not code. Although this added…

Ian Gotts

AgentforceAI/GPT

The $2 Debate: Are We Asking the Wrong Questions About AI Agents?

The wrong debate There is a lot of discussion about whether Agentforce’s cost of $2 per conversation is too expensive. It seems to be a sticking point that people can’t get beyond. It’s being cited as the reason that agents don’t or won’t work. $2 is not an issue. It shouldn’t be the focus. We…

Ian Gotts

ArchitectureMetadata management

Optimize your Salesforce Flow Architecture for better performance and scalability

Salesforce flows drive automation across the Salesforce platform; many business-critical operations, as well as productivity-enhancing processes, are powered by flows. But what happens when these critical processes slow down your operations? As organizations grow and processes evolve, it is important to optimize your flow architecture to prevent problems such as slow performance. In this blog,…

Xavery Lisinski

Data Cloud

Secrets of a successful Data Cloud Implementation

What is Data Cloud Salesforce Data Cloud aggregates customer data from external sources, serving as a dynamic platform and Customer Data Platform. It provides a 360-degree view of customer relationships, fulfilling a promise pursued for the last 30 years. This unified customer profile enables actionable insights and data-driven decision-making directly within the Salesforce core platform…

Ian Gotts

ArchitectureImplementation

Monitor, Identify, and Keep Your Salesforce Automations on the Up-to-Date API Version

Salesforce automation tools streamline complex processes, actioning higher-value activities and saving team members valuable time. These powerful tools help teams with sales efficiency, administrative tasks, customer satisfaction, management processes, and effective business process automation. However, their reliability and performance depend on a less obvious factor: keeping their API versions current. Ensuring these tools are always…

Xavery Lisinski

Business AnalysisChange Intelligence

Data Cloud: 3 myths busted, 3 realities exposed

We’re not a huge company, with less than 250 users, but we leverage Salesforce Data Cloud alongside Sales and Service Cloud. Additionally, we rely on multiple systems that store core customer data: marketing, training academy, support, finance, and Elements.cloud usage. We’ve implemented Data Cloud to create a unified customer profile and obtain a 360-degree view…

Ian Gotts

AgentforceProcess Mapping

The Rise of Salesforce Agentforce: Transforming Business Processes with AI

The integration of Artificial Intelligence (AI) into the Salesforce platform is reshaping how businesses operate, offering new opportunities for automation, efficiency, and personalized customer experiences. At the heart of this transformation is Salesforce Agentforce, an AI-powered platform that enables agents to reason, plan, and execute complex tasks autonomously. These agents go beyond traditional chatbots to…

Ian Gotts

Business AnalysisImpact Analysis

Find and remove inactive metadata from your Salesforce Org

Inactive metadata accumulates over time when automations that are no longer needed or that were deactivated due to errors get forgotten. Think of your Salesforce Org as a full wardrobe you need to clean out. Inactive automation, rules, and workflows can accumulate like old clothes you no longer wear. Removing redundant metadata items streamlines your…

Xavery Lisinski

Impact AnalysisImplementation

Evolving Your Salesforce Security Model: Part 2

Creating a Permission Set Group for a Job-to-be-Done In Part 1 of this two-part series, we showed how using an organization’s Capability Model with Jobs-to-be-Done (JTBD) could generate a roadmap for migrating from a Profile-heavy security model to one based on Permission Set Groups. The resulting security model – along with the documentation that you…

Rick Roesler