Salesforce

Access useful articles, whitepapiers, how-to, guides, best practices and more on this blog. Have a nice reading

For Everyone

10 Salesforce Permissions You Should Almost Never Assign to Users

If you have ever inherited a Salesforce org and opened up the…

June 30, 2026

17 Min Read

For Everyone

7 Popular Reporting Apps for Salesforce

The profit of your entire Salesforce investment depends a lot on the…

May 18, 2026

9 Min Read

For Everyone

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…

April 30, 2026

16 Min Read

For Everyone

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…

April 24, 2026

12 Min Read

For Everyone

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…

April 16, 2026

16 Min Read

For Everyone

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.

March 11, 2026

12 Min Read

For Everyone

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…

March 5, 2026

11 Min Read

For Everyone

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.

February 18, 2026

4 Min Read

For Everyone

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.

February 11, 2026

6 Min Read

For Everyone

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?

February 11, 2026

8 Min Read

For Developers

Why You Should Sync Salesforce to an External Database

Quick Summary Why Your Salesforce Data Needs to Break Free Salesforce has…

January 8, 2026

19 Min Read

Potential Duplicates

Say Goodbye to Salesforce Duplicates with CloudAnswers’ Potential Duplicates & Bulk Merge

Duplicate data can feel like misaligned puzzle pieces – information that should…

December 16, 2025

17 Min Read

Uncategorized

Report Sender Version 2: A Major Upgrade for Salesforce Users

As we celebrate Report Sender’s 10th anniversary, we’re thrilled to unveil its…

November 7, 2024

4 Min Read

For Administrators

5 Hottest Updates in Salesforce Summer '24 for Admins

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.

May 7, 2024

4 Min Read

For Everyone

Product Launch: CloudAnswers Shop Builder

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.

April 12, 2024

5 Min Read

For Everyone

A Day in the Life of a Project Manager at CloudAnswers

I'm Emily, and I've been a project manager at CloudAnswers for the last two years. It can be a nebulous role, but I like to say I act as a bridge between the product vision and tangible results, whether that is building a custom app for a client or one of our own Salesforce products. My typical day revolves around managing tasks, ensuring progress, and maintaining standards while adhering to project timelines.

March 22, 2024

5 Min Read

For Everyone

Salesforce custom report types - what are they, when are they useful

Reporting on your Customer Relationship Management (CRM) data can give you real-time data-driven insights into your business

September 18, 2021

5 Min Read

For Developers

Batch Apex Error Event - CloudAnswers Hackathon

A hackathon is an event usually put together by a tech organization. The event brings programmers together over a specific period to collaborate on a project.

June 28, 2021

5 Min Read

For Everyone

Tips for effective online sales

Technology has changed the approach to daily living. One of the main areas it has significantly impacted is e-commerce across the globe.

June 13, 2021

5 Min Read

For Everyone

Top reasons Why you should use Salesforce for your business?

Salesforce for business is cloud-based CRM software, with standalone applications for sales, customer service, and marketing.

February 18, 2021

5 Min Read

For Everyone

Avoid the Salesforce Data Storage Limit

Use the free Google Drive and liberate your files in Salesforce by an CloudAnswers Google Drive Integration App. Avoid salesforce data storage limit.

January 6, 2021

2 Min Read

For Everyone

How to calculate ARR and MRR

How to calculate Annual Recurring Revenue and Monthly Recurring Revenue with Salesforce Data. Focuse on the reports be easily pulled and calculated in Salesforce.

November 5, 2020

4 Min Read

For Everyone

Top 10 Salesforce apps of 2020

Businesses use the Salesforce AppExchange to research, download and install apps that can help better run their businesses. Check the list of ten best reporting apps for Salesforce.

October 13, 2020

5 Min Read

For Everyone

Why business owners should know AppExchange?

Business owners, who implemented the Salesforce solution, should be familiar with the AppExchange. Marketplace products and services help organizations configure their CRMs to fit their business needs. And AppExchange is more than business apps only. You can find components, consulting partners, and developers to help you extend the power of Salesforce and run your business with apps.

September 24, 2020

4 Min Read

For Everyone

Waterbury PAL, nonprofit organization, helps more children with Salesforce

Salesforce’s nonprofit success pack allows PAL organization, whose goal is to help kids, to reach their full potential as productive, responsible citizens.

August 18, 2020

3 Min Read

For Administrators

How To Make Your Salesforce Reports Run Faster

Get some some known tips and tricks which can make your Salesforce reports run faster. Most reports load in a matter of seconds.

July 28, 2020

4 Min Read

For Everyone

3 fundamental sales KPIs that can be automated - new opportunities

Learn how to get the right KPIs out of Salesforce. Get to know everything about the top of the funnel health and use it to...

July 8, 2019

2 Min Read

For Everyone

5 tricks to accelerate business with emailed reports using Report Sender

The top 5 tricks to accelerate business with emailed reports using Report Sender. #1 Disseminate Product Updates to Partners...

April 18, 2019

5 Min Read

For Everyone

Winners of the First CloudAnswers Open Hackathon

CloudAnswers open hackathon happens on a monthly basis. Teams are challenged to build apps that are related to Salesforce

January 9, 2019

3 Min Read

For Developers

Salesforce Big Objects

Salesforce big objects allow you to store and manage a massive amount of data on the Salesforce platform.It provides a consistent performance

June 28, 2018

4 Min Read

For Developers

Using Promises in Lightning

Salesforce introduced Lightning platform a co...

June 16, 2018

3 Min Read

For Developers

Quotes and Opportunity Line Items - Add a Trigger to Sync Custom Fields

Background: Quotes in Salesforce represe...

May 24, 2018

4 Min Read

For Administrators

Replace Code with Flows

In Salesforce, Flow is a tool that can show screens to users, ask questions, and process their input. A common use case is scripting calls for support agents. %

May 17, 2018

3 Min Read