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Salesforce Spring ‘25 Release: New Flow Approval Process Capabilities
Similar to workflow rules and process builder, Approval Processes have been around for a long time. They help Salesforce professionals build multi-step processes to control how records are approved....
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Einstein Activity Capture Summer ’25: Sync Emails, Leverage Flow, and Boost...
Many people in the Salesforce ecosystem have a love-hate relationship with Einstein Activity Capture. It brings the ability to automatically log emails, events, and sync contacts, but with the...
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Sales Cloud: Top Salesforce Winter ’26 Features
Summer is almost over, and we all know what that means! The upcoming Salesforce release, Winter ‘26, has already graced our preview orgs and will also reach sandboxes soon. This means that Salesforce...
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Salesforce Rebrands Sales Cloud to Agentforce Sales at Dreamforce ‘25
As one of the very first products Salesforce launched, Sales Cloud is what most professionals and customers are most familiar with. Over the years, the offering has seen multiple new enhancements and...
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Sales Cloud: Top 8 Salesforce Spring ’26 Features
2025 came and went, bringing many new features along the way for everyone in the Salesforce ecosystem to utilize. As Salesforce has accustomed us in the past few years, we’re in for early Christmas...
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Salesforce Surveys: The Zero-Cost Feedback Engine Most Orgs Overlook
Across financial services and other regulated industries, capturing meaningful customer or member feedback remains a persistent challenge. Surveys are often managed through external tools, insights...
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Sales Cloud: Top Salesforce Summer ‘26 Features
Summer ’26 has landed, and as always, Salesforce delivers a mix of genuinely useful enhancements, a few “finally!” moments, and a healthy dose of “right, better add that to the migration backlog.”...
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Why Your Salesforce Lead Routing Isn’t Delivering Speed-to-Lead (and How to...
Speed-to-lead is one of the few factors that boosts contact rate, conversion, and pipeline all at once. But still, many teams are losing deals because their Salesforce lead routing isn’t maximized for...
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Why Your Salesforce Contact’s Last Activity Date Is Lying to You (And How to...
Last Activity on Contact is a date field that sales, marketing, and ops teams rely on regularly. It drives re-engagement campaigns, lead scoring, pipeline reviews, and more. But if your org has Shared...
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Complete Guide to Salesforce Pipeline Forecasting
Salesforce Pipeline Forecasting has come a long way in recent years. What was once a relatively simple forecasting tool has evolved into a flexible forecasting platform that supports modern sales...
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