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
Admin Life
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
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
Using Elements.Cloud for Tech Debt
Technical debt is something that almost any long-standing company is going to end up with, particularly inside Salesforce. Usually, it is a combination of too many admins (or non-admins) in the system building and building while never cleaning up anything from the previous time. Sometimes, these new builds are band-aids on top of existing builds, … Continue reading Using Elements.Cloud for Tech Debt
Intro to Elements Cloud
At its core, Elements.Cloud is a process mapping and documentation tool designed to help Salesforce teams manage change, maintain compliance, and ensure everyone in the organization is on the same page. But it’s more than just a process tool—it integrates seamlessly with Salesforce to provide a deeper understanding of your organization’s data, processes, and architecture. … Continue reading Intro to Elements Cloud
How to track ARR with CPQ
As noted in my previous article, I discussed the difficulties with tracking ARR in Salesforce. Here, though, I want to discuss what can be tracked in SFDC, how to track it, and some key definitions of ARR-related words. As a reminder, in case you haven't read the other article, ARR is annualized recurring revenue or … Continue reading How to track ARR with CPQ
How to: User Access Policies
With the Winter '24 release, Salesforce has officially rolled out its new User Access Policies, which are now generally available (GA) for all customers. But what exactly are these User Access Policies, and why should you care? User Access Policies are a powerful new feature designed to automate user access controls without the need for … Continue reading How to: User Access Policies
How to Mass Upload and Import Records in Salesforce from CSV, Excel, XML, JSON and NDJSON
**Written by Dorian Sabitov Introduction: Why do You Need To Mass Import/Export a Data Managing large volumes of data in Salesforce can quickly become overwhelming without the right tools. Accurately getting that data into Salesforce is essential whether you're importing customer information, sales data, or custom records. This process becomes even more challenging when handling … Continue reading How to Mass Upload and Import Records in Salesforce from CSV, Excel, XML, JSON and NDJSON
Winter ’25 Release – Is this the End?
Before I jump into my usual list of things I found excellent or valuable in this release cycle, I wanted to discuss the elephant in the room. In the Spring '24 release notes, it was evident that Revenue Cloud was missing, with no updates to share. In the Summer '24 release notes I didn't cover … Continue reading Winter ’25 Release – Is this the End?
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