Salesforce and SharePoint Integration: Make Your Documents Work Together
A Salesforce and SharePoint integration lets users access SharePoint documents directly from Salesforce records while keeping the actual files in SharePoint.
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How to Prototype Salesforce Screen Flows and Lightning Record Pages Before Opening a Sandbox
In this guide, we will walk through a practical four-step framework for prototyping Salesforce Screen Flows and Lightning Record Pages before you touch a Sandbox.
Salesforce OAuth Username-Password Flow Retirement
Salesforce is retiring the OAuth 2.0 Username-Password Flow on February 20, 2027.
Salesforce Customer Portal: Build In-House vs. Use a Pre-Built Solution (What Admins Should Know)
This post walks through the build-versus-buy decision for Salesforce customer portal.
How to Use Batch Management to Run Flows on Large Data Sets
Batch Management is a Salesforce feature that enables organizations to process large volumes of records efficiently without writing custom Batch Apex code.
How to Connect Claude with Salesforce Hosted MCP Servers
In this post, you will learn how to connect Claude to your Salesforce org with Salesforce hosted MCP servers.
Standard Speech to Text and Text to Speech Actions in Flow
Salesforce quietly rolled out two new standard invocable actions that bring voice capabilities straight into Flow: Speech to Text and Text to Speech.
Phishing-Resistant MFA Enforcement in Salesforce
Salesforce will enforce phishing-resistant MFA for admins and other privileged users.
Allow Salesforce Access to Customer Data
Learn what the Allow Salesforce Access to Customer Data toggle means, why it is enabled by default, and why you should review it carefully.
Is Chatter Being Retired?
With the Summer '26 release, Salesforce is turning Chatter off by default in all new orgs.