Series Context: Failure Patterns in Salesforce to QuickBooks Sync **Written by Dorian Sabitov and Antonina Kharchenko Salesforce and QuickBooks integration rarely happens as a completely new, all-in-one project. For the most part, it is implemented gradually, driven by the need to “just send invoices,” and then expands over time as billing, reporting, and operational needs … Continue reading Salesforce to QuickBooks Sync Problems: Failure Patterns in Real Integrations

I wanted to put this post out there ahead of the last series of posts that will go live on the site for the rest of the year. I have had a great time running SF9to5 over these last ten years. As of last year, I officially stepped away from the Salesforce ecosystem to work … Continue reading Goodbye, and Thank You

**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 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

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

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

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

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