https://www.lovalto.com/blog/ Salesforce news, insights, and best practices from the trenches. Weekly roundups and deep dives from LOVALTO. en-us Tue, 04 Aug 2026 14:24:38 -0400 https://www.lovalto.com/Images/Logo.png https://www.lovalto.com/blog/ https://www.lovalto.com/blog/prepare-salesforce-catalog-for-ai-search/ https://www.lovalto.com/blog/prepare-salesforce-catalog-for-ai-search/ Tue, 04 Aug 2026 14:24:38 -0400 AI chat referrals can expose outdated product names, prices, and eligibility rules. Use this checklist to align Salesforce catalog data with public product content. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-consulting-cost/ https://www.lovalto.com/blog/salesforce-consulting-cost/ Sun, 19 Jul 2026 17:00:00 -0400 Understand what drives Salesforce consulting cost, which pricing model fits the work, and how to compare proposals without choosing on hourly rate alone. Buyer Guide evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/choose-salesforce-consulting-partner/ https://www.lovalto.com/blog/choose-salesforce-consulting-partner/ Sun, 19 Jul 2026 16:59:00 -0400 Use this practical scorecard to evaluate Salesforce consulting partners, interview the actual delivery team, and compare proposals on more than price. Buyer Guide evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/boutique-vs-large-salesforce-partner/ https://www.lovalto.com/blog/boutique-vs-large-salesforce-partner/ Sun, 19 Jul 2026 16:58:00 -0400 Compare boutique and large Salesforce consulting partners by delivery model, project complexity, access to senior talent, and coordination requirements. Buyer Guide evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-consultant-vs-internal-admin/ https://www.lovalto.com/blog/salesforce-consultant-vs-internal-admin/ Sun, 19 Jul 2026 16:57:00 -0400 Decide whether Salesforce work belongs with an internal admin, an outside consultant, or a hybrid team based on risk, continuity, and specialization. Buyer Guide evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/switch-salesforce-consulting-partners/ https://www.lovalto.com/blog/switch-salesforce-consulting-partners/ Sun, 19 Jul 2026 16:56:00 -0400 Change Salesforce consulting partners without losing access, context, or delivery momentum using a controlled inventory, transition, and recovery process. Buyer Guide evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-report-export-step-up-authentication/ https://www.lovalto.com/blog/salesforce-report-export-step-up-authentication/ Wed, 01 Jul 2026 15:00:10 -0400 Salesforce is adding step-up authentication to some report export actions. Admins should review export access, MFA readiness, and sensitive report folders now. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-duplicate-rules-before-imports/ https://www.lovalto.com/blog/salesforce-duplicate-rules-before-imports/ Mon, 22 Jun 2026 11:29:16 -0400 Review Salesforce duplicate rules before imports, portals, and lead capture changes. Start with matching logic, rule actions, exceptions, and reporting. Admin Patterns evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-email-domain-verification/ https://www.lovalto.com/blog/salesforce-email-domain-verification/ Fri, 19 Jun 2026 10:08:33 -0400 Salesforce requires verified email-sending domains in Spring ’26. Admins should check DKIM, authorized domains, relay, and automation paths before messages fail. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-fin-acquisition-admin-checklist/ https://www.lovalto.com/blog/salesforce-fin-acquisition-admin-checklist/ Mon, 15 Jun 2026 15:48:51 -0400 Salesforce agreed to acquire Fin for about $3.6 billion. Here is what Service Cloud admins should review before changing Agentforce plans. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-mfa-privileged-users/ https://www.lovalto.com/blog/salesforce-mfa-privileged-users/ Mon, 15 Jun 2026 15:35:44 -0400 Salesforce published June 2026 MFA guidance for employee and privileged users. Here is what admins should audit before access breaks. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-m3ter-acquisition-billing/ https://www.lovalto.com/blog/salesforce-m3ter-acquisition-billing/ Sat, 13 Jun 2026 21:11:08 -0400 Salesforce plans to acquire m3ter for usage-based billing. Here is what Salesforce admins and revenue ops teams should review now. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-change-log/ https://www.lovalto.com/blog/salesforce-change-log/ Fri, 12 Jun 2026 11:55:41 -0400 Small Salesforce teams need a change log that records why production changes happened, who approved them, what was tested, and how to reverse them. Governance evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-import-staging-objects/ https://www.lovalto.com/blog/salesforce-import-staging-objects/ Thu, 11 Jun 2026 14:23:16 -0400 Salesforce imports need a control layer. Use staging objects to check source IDs, duplicates, owners, consent fields, errors, and reconciliation before data changes production records. Data evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-summer-26-chatter-default/ https://www.lovalto.com/blog/salesforce-summer-26-chatter-default/ Wed, 10 Jun 2026 11:18:43 -0400 Salesforce Summer ’26 turns Chatter off by default in new orgs. Admins should check Case Feed, Experience Cloud, APIs, and package dependencies early. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-agentforce-orchestration-planning-guide/ https://www.lovalto.com/blog/salesforce-agentforce-orchestration-planning-guide/ Wed, 10 Jun 2026 11:16:38 -0400 Salesforce Summer ’26 adds Agentforce multi-agent orchestration. Here is what admins should review before testing agents across records, queues, and systems. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-integration-user-per-system/ https://www.lovalto.com/blog/salesforce-integration-user-per-system/ Tue, 09 Jun 2026 12:48:28 -0400 Shared Salesforce integration users blur audit trails, widen permissions, and slow support. Use one integration user per system before cleanup gets harder. Architecture evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/normalize-phone-numbers-before-cti/ https://www.lovalto.com/blog/normalize-phone-numbers-before-cti/ Sun, 07 Jun 2026 09:58:54 -0400 CTI, DNC checks, SMS, and call reporting depend on consistent phone data. Define the format, separate display values, and validate every intake path. Field Notes evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/salesforce-summer-26-admin-checklist/ https://www.lovalto.com/blog/salesforce-summer-26-admin-checklist/ Tue, 26 May 2026 07:21:08 -0400 Salesforce Summer '26 brings updates to Agentforce, Flow, permissions, Slack, and data. Use this admin checklist before production release dates. News evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-02-20/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-02-20/ Thu, 20 Feb 2026 12:00:00 -0500 Salesforce acquires Momentum for conversational intelligence, the 2026 State of Sales Report shows sales teams betting big on AI agents, Spring '26 final production wave hits this weekend, and Q4 earnings loom on February 25. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-02-06/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-02-06/ Fri, 06 Feb 2026 12:00:00 -0500 Salesforce's 2026 Connectivity Report reveals 67% surge in multi-agent adoption, Spring '26 remaining rollout waves hit production, Q4 FY26 earnings call set for Feb 25, and MVP nominations close Feb 20. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-30/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-30/ Fri, 30 Jan 2026 12:00:00 -0500 Salesforce lands $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. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-23/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-23/ Fri, 23 Jan 2026 12:00:00 -0500 Spring '26 hits production, Setup with Agentforce enters beta, Claude 3.7 migration approaches, and what the ShinyHunters breach means for your org. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-16/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-16/ Fri, 16 Jan 2026 12:00:00 -0500 Slackbot becomes a full AI agent powered by Claude, Spring '26 production rollouts begin, and acquisition speculation heats up. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-09/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-09/ Fri, 09 Jan 2026 12:00:00 -0500 Spring '26 sandbox previews go live today, Agentforce 360 opens to ISV partners, and new Security and Voice capabilities show the platform maturing rapidly. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-02/ https://www.lovalto.com/blog/this-week-in-salesforce-2026-01-02/ Fri, 02 Jan 2026 12:00:00 -0500 A quiet week to close out 2025 and ring in 2026. Key Salesforce updates and what to watch in the new year. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2025-12-19/ https://www.lovalto.com/blog/this-week-in-salesforce-2025-12-19/ Fri, 19 Dec 2025 12:00:00 -0500 Key Salesforce ecosystem updates for the week of December 15-19, 2025. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/this-week-in-salesforce-2025-12-12/ https://www.lovalto.com/blog/this-week-in-salesforce-2025-12-12/ Fri, 12 Dec 2025 12:00:00 -0500 Key Salesforce ecosystem updates for the week of December 8-12, 2025. This Week in Salesforce evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/spring-26-release-highlights/ https://www.lovalto.com/blog/spring-26-release-highlights/ Thu, 16 Jan 2026 12:00:00 -0500 The most impactful Spring '26 release features for Salesforce admins and architects, covering Agentforce, Flow, security, and platform updates. Salesforce Releases evan@lovalto.com (Evan Eichert) https://www.lovalto.com/blog/workflow-rules-process-builder-retirement/ https://www.lovalto.com/blog/workflow-rules-process-builder-retirement/ Thu, 12 Dec 2025 12:00:00 -0500 Salesforce is retiring Workflow Rules and Process Builder. Here's what you need to know about the migration to Flow and how to prepare your org. Salesforce Best Practices evan@lovalto.com (Evan Eichert)