Salesforce Process Builder vs Flow: Which Should You Use? (2026)
Salesforce Process Builder vs Flow in 2026: Process Builder is retired — build in Flow. Covers Flow types, before-save vs after-save triggers, migration guidance, and Flow vs Apex.
Recent posts
Salesforce SOQL: What It Is and How to Write Queries (2026)
Salesforce SOQL guide for 2026: SELECT syntax, WHERE operators, date literals, relationship queries, aggregate functions, and performance best practices for admins and developers.
Salesforce API: A Beginner’s Introduction (2026)
Salesforce API guide: what the Salesforce API is, how the REST API versioning works, the current Salesforce REST API version for 2026, and practical guidance for building integrations with Salesforce data.
Salesforce Outlook Integration: Full Setup Guide (2026)
Salesforce Outlook integration setup guide for 2026: add-in deployment, Einstein Activity Capture configuration, email matching, privacy considerations, and troubleshooting.
Salesforce Contact Management Best Practices (2026)
Salesforce Contact management best practices for 2026: Contact vs Lead model, duplicate prevention, Contact Roles on Opportunities, enrichment, data hygiene, and list view setup.
Salesforce Roles vs Profiles: What Is the Difference? (2026)
Salesforce Roles vs Profiles explained: profiles control what users can do, roles control what data they can see. Includes permission sets, OWD, and practical org setup examples.
Salesforce Security Settings Best Practices (2026)
Salesforce security best practices for 2026: MFA, SSO, OWD configuration, profiles and permission sets, Health Check, Shield encryption, and audit logging for admins.
Salesforce GDPR Compliance: What Admins Need to Know (2026)
Salesforce GDPR compliance guide for admins: consent management with the Individual object, Privacy Center, right to erasure, data retention policies, and Salesforce Shield in 2026.
Salesforce for Account-Based Marketing (ABM): Setup and Strategy (2026)
How to set up Salesforce for ABM: target account segmentation, contact coverage tracking, campaign attribution, intent data integration, and ABM reporting in 2026.
Zoho CRM Canvas View: How to Build a Custom CRM Interface (2026)
Step-by-step guide to Zoho CRM Canvas View: build role-specific record layouts, configure conditional formatting, dynamic images, action buttons, and profile assignments in 2026.