Understanding how Roles, Profiles, and Sharing Rules interact is crucial when controlling access to records in Salesforce. Each serves a different purpose, but they help ensure the right users see the correct data. Let’s explore the differences by walking through a simple scenario. Scenario: Managing Record Access for Sales Teams Your organization has two teams: … Continue reading Understanding Record Visibility
From 50 to 122 Apps: How AgentExchange’s Marketplace Expanded by 104% in 6 Months
**Written by Dorian Sabitov Just one week before Dreamforce 2025 (as of writing), Salesforce’s AgentExchange surpassed 100 public listings. This milestone underscores the rapid growth of Salesforce’s latest ecosystem initiative and the increasing engagement of partners in shaping it. AgentExchange serves as the counterpart to Salesforce’s long-standing AppExchange, but with a focus on agentic components. … Continue reading From 50 to 122 Apps: How AgentExchange’s Marketplace Expanded by 104% in 6 Months
The importance of QA and UAT in Salesforce DevOps cycle
The DevOps process should include two types of testing: QA (Quality Assurance) and UAT (User Acceptance Testing). Both types of testing are crucial for ensuring successful rollouts of Salesforce implementations. This is particularly important as we increasingly see growing complexity inflows and their effects on other components, such as validation rules or APEX. Testing is … Continue reading The importance of QA and UAT in Salesforce DevOps cycle
What are MDQ Quantity Fields
As mentioned in previous posts, MDQ is a special breed of product. Many functions that behave one way for a standard subscription product behave entirely differently on an MDQ or segmented product. One key field that falls into this category is the Quantity field. Below, I will work through the different quantity fields that need … Continue reading What are MDQ Quantity Fields
How to revert a Service Contract
Most of this article can apply to both Service Contracts and Contracts; however, it will focus on Service Contracts as Entitlements can add a level of complexity not found in Contracts. Backend structure in place: The Salesforce org has automation to generate a Service Contract (SC) and Renewal Opportunity immediately upon close winning the opp (or within … Continue reading How to revert a Service Contract
Migrating from Profiles to Permission Sets
Initially announced in 2023, Salesforce said they would deprecate Profiles in Spring 2026. After much pushback from the community, Salesforce understood the system couldn't fully handle this change. They focus on improving the admin experience and migrating what is left of the controls from classic style to lightning style setup. However, with that being said, … Continue reading Migrating from Profiles to Permission Sets
M&A Series: Examples of challenges
I thought it would be helpful to lay out some of the examples I have seen during my Salesforce career as to why I wanted to make the callout to ensure Salesforce and CPQ are evaluated as part of the due diligence process and not left to be something of an afterthought. To avoid using … Continue reading M&A Series: Examples of challenges
M&A Series: Risk Assessment and Mitigation Strategies
All right, so at this point in the process, you have come to understand the ins and outs of what systems, processes, and data you will be porting over. Now, there are two more things left to consider: Technical Debt in your own system and the impacts this will have on the migration Change Management … Continue reading M&A Series: Risk Assessment and Mitigation Strategies
M&A Series: Integration Challenges and Opportunities
This article will start to discuss topics that might arise during acquisition, but considering them beforehand can still give you a leg up. Let's start with overlapping functionalities between Salesforce systems. Things that would be important to look out for would be: Account hierarchy and structure - do the two systems manage accounts similarly? If … Continue reading M&A Series: Integration Challenges and Opportunities
M&A Series: Pre-Acquisition Due Diligence on Salesforce and CPQ
This post will explore what to consider when evaluating Salesforce, generically and, more specifically, CPQ or Revenue Cloud. **A quick callout: I have not used many of Salesforce's clouds. My perspectives are primarily based on Sales Cloud, Service Cloud, and Revenue Cloud, with the occasional Experience Cloud and Marketing Cloud. First and foremost would be … Continue reading M&A Series: Pre-Acquisition Due Diligence on Salesforce and CPQ
sf9to5 