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.
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.
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 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.
Event monitoring is often overlooked by consultants, but it's essential for securing and optimizing Salesforce environments. This post explores the importance of Salesforce Shield, its components, and a real-life scenario where event monitoring saved the day.
Salesforce's Spring '26 release delivers features that solve real admin pain points. We've identified the 8 updates that'll have the biggest impact on your daily work, from long-awaited security improvements to Flow automation that doesn't require a developer. Here's what deserves your attention.
Quick Summary Why Your Salesforce Data Needs to Break Free Salesforce has...
We had a client request to let users inline edit multiple records...
Duplicate data can feel like misaligned puzzle pieces – information that should...
As consultants and app providers, we get to see a LOT of...
As we celebrate Report Sender’s 10th anniversary, we’re thrilled to unveil its...
Don’t you just wish you could ask an AI to build your Salesforce reports for you? I’ve found an app that does just that in our first installment of CloudAnswers AppExchange Reviews. Check out our review of Lazy Admin AI, a great app for an Admin in a rush.
As a long time Salesforce partner (since 2008), on both the consulting and AppExchange side, we realized we have a wealth of experience in building, installing, configuring, and using AppExchange apps. Our consulting customers often come to us with questions about which app would solve a particular problem, and as part of our AppExchange business we are often trying apps to learn what to do (and not to do) when building our own.
Salesforce has 3 major releases every year: Spring, Summer, and Winter. The Summer 24 release is rolling out in 3 stages: May 17th, June 7th, and June 14th, respectively. Sandboxes will be updated on May 10, but if you want to get hands-on early, you can sign up for a preview org by following the link below. Getting to the good stuff, there are some major quality-of-life updates for Admins, features like the automation app, Einstein for Flow, Field tracking history, personal labels, and improved permission set interfaces, to highlight a few.
Are you looking for an easy way to launch an ecommerce shop? Our new app, Shop Builder, is now in public beta! We’re looking for companies that want to build an online shop but don’t want to spend thousands building it out.
