Introduction There’s a moment most Salesforce teams recognize immediately. Everything looks fine.Data is clean.Automations are doing their thing.Approvals are wrapped up. Then someone asks for a PDF. That’s usually when momentum drops a notch. Not because Salesforce can’t handle the data — it can. The real issue has always been what happens after the data […]
Introduction Salesforce integrations always look tidy in planning sessions A few systems. Some arrows on a slide. Someone confidently saying, “This should be straightforward.” And for a while, it is. The integration passes testing. Demos go well. Stakeholders sign off. Everyone moves on. Then real usage begins. A few weeks later, small cracks start to […]
Introduction LWC performance optimization usually becomes a topic only after users start complaining — and by then, trust has already taken a hit. Picture this. A sales rep opens a Salesforce record during a live customer call. The page loads… slowly. Someone clicks twice. Another rep sighs. No one says anything, but everyone notices. That […]
Introduction Should you turn to a Salesforce consulting partner or a Salesforce managed service provider (MSP) when planning your next CRM initiative (or ongoing support)? That’s the question I often hear from marketing leaders, and here’s the kicker: there’s no one-size-fits-all answer. Each serves a different purpose — and choosing the “wrong” one can mean […]
Introduction If you’ve ever worked in a support team, you already know the drill: someone logs a High-priority Case, everyone assumes “someone must have seen it,” and then… nobody actually does. Until it’s too late. So let’s fix that with something simple and surprisingly powerful: Whenever Salesforce gets a High-priority Case → n8n catches it […]