The Hidden Cost of Poor Estimation: Why Teams Need Collaborative Planning Has your team ever started a sprint feeling incredibly confident, only to scramble in the final days because a “simple” task took three times as long as expected? If so, you are not alone. Poor estimation is one of the most common productivity killers […]
Team Based Decision Making – Agile Poker Read More »
Table of Contents Introduction Understanding Advanced Account Forecasting Prerequisites and Feature Licenses Permission Sets and Access Control Technical Setup and Configuration Data Processing Engine (DPE) Definitions Forecast Configuration User Interface and Navigation Forecast Objects and Data Model Automation and Triggers Best Practices Troubleshooting Common Issues Conclusion Introduction Advanced Account Forecasting in Salesforce Manufacturing Cloud provides
Agentic Coding Presentation – Single Page Table of Contents Introduction Stage 1 Stage 2 Stage 3 Stage 4 Business Case Overview This article explores the evolution of software development practices, specifically focusing on how Salesforce development teams can leverage agentic coding to accelerate delivery. We trace the journey from traditional manual coding through the emergence
Accelerating Salesforce Delivery with Agentic Coding Read More »
In today’s interconnected business ecosystem, Salesforce rarely operates in isolation. Whether you’re connecting HubSpot, Marketo, ERP systems, or custom applications, proper integration user configuration is the cornerstone of secure, scalable, and maintainable integrations. Yet many organizations rush through this critical setup, creating security vulnerabilities and operational headaches down the line. Why Dedicated Integration Users Matter
From Confusion to Clarity: How to Configure Your Integration User Read More »
The Low-Code Revolution The Salesforce ecosystem has undergone a remarkable transformation in recent years. With powerful configuration tools like Salesforce Lightning Flow and Salesforce Omni Studio reaching new levels of sophistication in 2025, the need for custom APEX code has diminished significantly across many implementation scenarios. Gone are the days when every Salesforce project demanded
Balancing Low-Code Solutions with APEX Best Practices Read More »
Agenforce is a trusted conversational AI assistant built into the Salesforce interface. Agentforce is Salesforce’s generative AI-powered assistant designed to enhance productivity and customer interactions. It helps users perform tasks efficiently within Salesforce by leveraging Topics and Actions: Also note that Agentforce (Default) is the new name for the agent type, previously known as Einstein Copilot for Salesforce.
Brief about Agentforce Read More »
Salesforce offers multiple encryption solutions to secure your data. Some of these encryption solutions appears very similar but these provide distinct purposes. In this article, we are going to quickly compare Salesforce Platform Shield Encryption solution with Hyperforce Volume Based Encryption. Salesforce Hyperforce is a public cloud infrastructure and Salesforce is gradually transitioning to Hyperforce
Salesforce Shield Encryption Vs Hyperforce Encryption Read More »
Business Requirement One of the common requirements we see in most of the projects is to make a record Read Only based on some conditions. Some of the use cases to make the record read only are listed here:- Solution One common solution for above use cases is to use a page layout with all
Simple Solution to Make Record Read Only Read More »
Data is becoming more and more important for all companies. With the evolution of technology and communication channels data is growing exponentially and it is also bringing requirement to integrate large volume of data. Salesforce being #1 CRM, also requires integrating with other systems and moving large volume of data bidirectional. Salesforce Bulk APIs are
Batch Integration Using Salesforce Bulk API 2.0 Read More »
For several years, Username-Password Flow used to be a simple and preferred approach for Server-to-Server Integration. We have been using this for Integrating Salesforce with other applications. Salesforce finally decided to discontinue support for this flow and recommends using Client-Credential or JWT based authentication as they are more secure. Recently one of my team members
End of Life: OAuth 2.0 Username-Password Flow Read More »
