10 Salesforce Permissions You Should Almost Never Assign to Users
If you have ever inherited a Salesforce org and opened up the...
Blog
Access useful articles, how-to guides, best practices and more on this blog.
Ready for Salesforce’s Phishing-Resistant MFA?
Starting July 1st, Salesforce will require phishing-resistant MFA for all admins and MFA for all users. Admins must enable security keys or built-in authenticators. Users without MFA may be locked out, requiring assistance. Phishing-resistant MFA prevents unauthorized access by using secure verification methods.
7 Popular Reporting Apps for Salesforce
The profit of your entire Salesforce investment depends a lot on the...
How to Build a Salesforce Backup Strategy: What to Back Up, How Often, and Where to Store It
If you’ve ever read a blog post about Salesforce backup that left...
Salesforce Data Recovery Without a Backup: What Your Options Actually Are After Accidental Deletion
It happens to every Salesforce admin eventually. Maybe a user ran a...
Slow Salesforce Reports: Why Reports Slow Down and How to Fix Them
If you’ve spent any time working with Salesforce reports at scale, you’ve...
Salesforce Report Permissions Deep Dive: Every Permission That Affects Creating, Scheduling, and Sending Reports
Every Salesforce report permission explained — what each controls, what it depends on, and how folder access, exports, and subscriptions actually work.
Why Your Salesforce Approval Process Is Bottlenecking Deals (And How to Fix It)
Salesforce approval processes are quietly killing deals. Here's why approvals stall, what they're costing your pipeline, and how to fix it.
Why Your Salesforce Org Needs a Backup Strategy (And Why It’s Your Responsibility)
Learn why your Salesforce data is your responsibility to protect — and how to build a backup strategy before an accidental deletion, bad import, or rogue automation costs you.
5 Salesforce Report Automation Mistakes That Cost You Hours Every Week
If you’re a Salesforce Admin, you already know that reporting is one...
Use Cases for Salesforce QR Codes: From Events to Field Service and Beyond
If you’ve been around Salesforce for a while, you’ve probably noticed QR...
Why use Report Sender?
Salesforce reporting has limitations — especially when it comes to getting reports into the right hands. Report Sender enhances scheduling, adds dynamic filtering, and extends delivery to external users, making your reporting process faster and more flexible.
Announcing DBSAVER: Simple, Affordable Salesforce Backup
Many organizations face data loss in Salesforce, often due to lacking reliable backups. To address this, CloudAnswers has launched DBSAVER, a cost-effective backup solution designed for all sizes of organizations. DBSAVER provides daily automated backups, secure data storage, and simplified access for just $100 a month, significantly cheaper than traditional per-user options.
Agentforce: Worth all of the Fanfare?
Salesforce’s vision for autonomous AI has been years in the making, but Agentforce 360 represents its boldest step yet. From defining agent behavior in the Builder to testing real-world booking scenarios, this article explores what Agentforce does well, where it still falls short, and whether its rapidly rising costs justify the value. Is Agentforce the future of Salesforce automation—or just an expensive work in progress?
Agentforce Vibes: Can We Really Use AI to Write Code as Salesforce Admins?
Agentforce Vibes is changing what it means to be a Salesforce Admin. For years, our work revolved around no-code and low-code tools—but now AI is opening the door to a new reality: Admins who can generate and understand Apex without being traditional developers. In this post, I break down how Agentforce Vibes helps turn natural language into functional code, explains complex logic, assists with debugging, and even updates Flows and metadata.