Today was the in-person event I co-hosted with Salesforce.
The goal was to show nonprofits how to use Slack as a sidekick that helps them manage and interact with their contacts, all without leaving Slack.
Of course, these were specific use cases for nonprofits, but the functionality and UI can be used by any organization.… Read the rest
In Salesforce, it’s generally not recommended for a parent record to have more than 10,000 child records.
Beyond this threshold, skew occurs. While Salesforce can technically store more records, it starts to run into significant, transaction-breaking problems.
Here are some concerns, and ways to mitigate them.… Read the rest
A while ago, I lived in a townhouse with an old and crappy fence separating my backyard from my neighbours.
While doing major renovations to the house, I inquired to the city about replacing the fence. They said the only option, as per the bylaws, would be to replace it with a steel picket fence.… Read the rest
It sounds laughable, but I’ve seen small Salesforce orgs in which all users were System Administrators.
On the other side, I’ve seen a single admin for an org with more than 200 users.
The general recommendation is 1 admin per 75–100 users, and some suggest 1 admin per 50–75 users.… Read the rest
Speaking of passwords, do you use a password manager?
It’s amazing to me to see so many Salesforce consultants either reuse the same password in all their client orgs, or use a very basic way of creating a password per client.… Read the rest
While training for my User Experience certification, I learned a valuable lesson about passwords.
In Salesforce, the default setting for “User passwords expire in” is 90 days. That means every 90 days, users need to think of a new password.
However people aren’t good at creating passwords.… Read the rest
Congratulations! You’re the proud owner of an existing Salesforce org! OK, but now what?
Peering behind the curtains of an org that’s new to you can be both daunting and exhilarating. What surprises will you find?!
Here’s a 15-step checklist I follow to get a high-level view of things.… Read the rest
In an email last week, I wrote, “Heck, I wouldn’t be surprised if Salesforce changes all of their products to include “Agentforce” (“Agentforce Sales Cloud”, “Agentforce Slack”, etc.)”
Well, this is actually happening!
Although there wasn’t an official announcement, Salesforce has quietly renamed their cloud products to include the word Agentforce.… Read the rest
David Giller recently posted how the most recent Dreamforce may have “cancelled” Salesforce Administrators.
A summary of his thoughts: Previous Dreamforces talked in length about the pivotal role of admins. However in this year’s keynote, the word “admin” was never mentioned.… Read the rest
The Salesforce Lightning Design System (SLDS) v2 finally dropped in my latest scratch org, and I’m not impressed.
At first glance, things look more modern. However being UX certified, I noticed several issues that may negatively impact users. Let’s examine page layouts.… Read the rest
In order to respond to organization’s need to have local data residency, Salesforce created Hyperforce.
Hyperforce is basically Salesforce infrastructure running on Amazon’s Amazon Web Services (AWS), Microsoft Azure, or Google Cloud Platform.
Before Hyperforce, Salesforce maintained their own servers in a handful of countries.… Read the rest
When you buy a Salesforce instance, it is normally created on a US server (at least that’s what happens in Canada and the US).
However some organizations prefer to have their data in their country or state of residence. In some cases, it’s not merely a preference.… Read the rest
Yesterday, Salesforce announced Agentforce 360. It’s the fourth iteration of Agentforce, and rather than simply call it Agentforce 4, they went with the word “360”.
It’s a huge announcement, and you can read more about it in Salesforce’s Ben article.
There are now some new features that include the word “360”.… Read the rest
I was playing around in a scratch org today and noticed a few changes to flows. Some are useful, some will require getting used to.
Let’s start with a positive: contextual development.
Imagine you have a Get element followed by a Decision element.… Read the rest
Next week is Dreamforce, and while I’m not going this year, the positive energy seems to be higher than usual.
For those of you who are going, I hope you have a grand time!
In a similar event, I’ll be co-hosting a Salesforce – Slack event in Toronto next month.… Read the rest
Imagine you’re in a room full of fellow Salesforce consultants. What do you bring to the table that separates you from the rest?
This simple question puzzles most people. They offer reasons quick responses such as
Those are great starting points, but do you really believe anyone else in the room can’t also say the same things?… Read the rest
A friend came over today and we chatted about his Salesforce career.
His main issue was he feels that Sales Cloud consultants have become a commodity. This means it’s become so ubiquitous that nearly everyone can do it.
This issue probably started a few years ago, when there was a big rise in people starting their Salesforce career.… Read the rest
This is the first time I’ve ever done this, as these emails are meant for you – not for me. So please forgive this shameless plug.
I currently have bandwidth for a consulting project.
I’m most valuable in a solution architecture role, ideally in the nonprofit sector.… Read the rest
A few days ago, 10K released this year’s annual report on the Salesforce Talent Ecosystem.
Here are some notable mentions.
Summary
After two years of decline, the Salesforce job market is rebounding with a new phase of maturity, called “cautious optimism”.… Read the rest
Another popular concern some consultants have with charging a monthly rate for support is what happens during busy months.
Let’s say in one month, lots of support tickets are created. In the following month, only a handful of tickets. Is that fair?… Read the rest
There was lots of feedback and interest regarding the monthly support package, so let’s dive deeper.
When you have an open-buffet style of support, you may be concerned about being overwhelmed.
One way to avoid being overwhelmed is to artificially create a funnel.… Read the rest
The most common support service is for the client to buy a bucket of hours. Support tickets are priced by the hour, and once the bucket reaches 0, more hours are purchased.
While this approach technically works, you’re trading time for money.… Read the rest
I have a wonderful client that I’ve been working with for over a year.
As per my usual MO, the projects were always fixed price. This means I worked towards obtaining the project’s goal, and never submitted change orders.
As with all my projects, I offer a lifetime bug-free guarantee.… Read the rest
The world is a random place. One moment you could be working hard on a feature, and the next moment, the client asks you to drop everything and work on something else.
When I grew up, the boy scouts had the motto, “Be prepared”.… Read the rest
There was a big ruckus recently about Marc Benoiff’s comment about using Agentforce to reduce headcount.
He’s quoted as saying, “I’ve reduced it [company headcount] from 9,000 heads to about 5,000, because I need less heads”.
Some are interpreting this as he fired 4000 people.… Read the rest
As AI becomes more and more adept at writing code (I’m looking at you, Claude Code), it begs the question: can it be used for more than just proof of concepts?
Taking this idea to the extreme, a non-developer can prompt their way and build a project.… Read the rest
Yesterday and today is/was a two-day session called Fundraising.AI Global Summit 2025: Amplify Impact. While not Salesforce specific, it did connect the dots between AI and nonprofits.
Nonprofits are generally slow to adopt technology. They are usually risk-averse, as they don’t have the deep pockets to be able to easily pivot if things go wrong.… Read the rest
Last month I wrote about how to connect AI directly to Salesforce. Since then, I’ve actually followed the instructions in that email. The results were better than I expected.
Using this approach, your AI understands your entire project. So you can ask it questions and have it perform tasks for you.… Read the rest
While at Northeast Dreamin’ in Boston last week, the keynote speaker, Steve Baines, spoke about being a Salesforce architect.
One of his points was, “if you’re building trust and clarity – you’re an architect”.
The overall theme is, being an architect is more of a mindset than an official title. … Read the rest
Let’s dive a little deeper into user adoption, specifically monitoring.
One great way to keep track of whether users are actually using Salesforce is to build a bunch of reports.
Here are some for your consideration