Field notes from the platform.

AI chat referrals can expose outdated product names, prices, and eligibility rules. Use this checklist to align Salesforce catalog data with public product content.

Use this practical scorecard to evaluate Salesforce consulting partners, interview the actual delivery team, and compare proposals on more than price.

Compare boutique and large Salesforce consulting partners by delivery model, project complexity, access to senior talent, and coordination requirements.

Decide whether Salesforce work belongs with an internal admin, an outside consultant, or a hybrid team based on risk, continuity, and specialization.

Change Salesforce consulting partners without losing access, context, or delivery momentum using a controlled inventory, transition, and recovery process.

Salesforce is adding step-up authentication to some report export actions. Admins should review export access, MFA readiness, and sensitive report folders now.

Review Salesforce duplicate rules before imports, portals, and lead capture changes. Start with matching logic, rule actions, exceptions, and reporting.

Salesforce requires verified email-sending domains in Spring '26. Admins should check DKIM, authorized domains, relay, and automation paths before messages fail.

Salesforce agreed to acquire Fin for about $3.6 billion. Here is what Service Cloud admins should review before changing Agentforce plans.

Salesforce published June 2026 MFA guidance for employee and privileged users. Here is what admins should audit before access breaks.

Salesforce plans to acquire m3ter for usage-based billing. Here is what Salesforce admins and revenue ops teams should review now.

Small Salesforce teams need a change log that records why production changes happened, who approved them, what was tested, and how to reverse them.

Salesforce imports need a control layer. Use staging objects to check source IDs, duplicates, owners, consent fields, and errors before data changes production records.

Salesforce Summer '26 turns Chatter off by default in new orgs. Admins should check Case Feed, Experience Cloud, APIs, and package dependencies early.

Salesforce Summer '26 adds Agentforce multi-agent orchestration. Here is what admins should review before testing agents across records, queues, and systems.

Shared Salesforce integration users blur audit trails, widen permissions, and slow support. Use one integration user per system before cleanup gets harder.

CTI, DNC checks, SMS, and call reporting depend on consistent phone data. Define the format, separate display values, and validate every intake path.

Salesforce Summer '26 brings updates to Agentforce, Flow, permissions, Slack, and data. Use this admin checklist before production release dates.

Salesforce delivers strong Q4 FY26 results with $11.2B revenue and $2.9B AI ARR, 180 organizations adopt Agentforce IT Service, and the Agentforce Sales App arrives in ChatGPT.

Salesforce acquires Momentum for conversational intelligence, the 2026 State of Sales Report shows teams betting big on AI agents, and the Spring '26 final production wave lands.

The 2026 Connectivity Report reveals a 67% surge in multi-agent adoption, Spring '26 remaining rollout waves hit production, and Q4 FY26 earnings are set for February 25.

Salesforce lands a $5.6B US Army contract, Agentforce for Financial Services goes GA, SaaS stocks face "Death of SaaS" pressure, and Monday's outage hits core services.

Spring '26 hits production, Setup with Agentforce enters beta, and what the ShinyHunters breach means for your org.

Slackbot becomes a full in-app assistant, Spring '26 production rollouts begin, and acquisition speculation heats up.

Spring '26 sandbox previews go live today, Agentforce 360 opens to ISV partners, and new Security and Voice capabilities show the platform maturing rapidly.

Flow version comparison for screen flows, Field Audit Trail expanding to 200 fields, MuleSoft IDP in Flow, file malware scanning, and more Spring '26 highlights.

Spring '26 preview orgs go live next week, Agentforce for Setup enters beta in January, and the Platform Admin exam gets a major update.

Salesforce buys Qualified, Novartis goes all-in on Agentforce, Vonage adds voice AI to contact centers, and Workflow Rules support ends in 12 days.

Salesforce ends support on December 31, 2025. Use the deadline as a chance to audit, optimize, and migrate to Flow or Apex on purpose.

TCS acquires Coastal Cloud for $700M, Agentforce hits 9,500 paid deals, the workflow automation deadline looms, and Spring '26 preview goes live.