Consulting Archives

Can I trigger Salesforce Flows when a file is uploaded?

For the first time ever, Salesforce Flows can trigger the moment a file is uploaded. Winter ’26 removes the need for Apex and unlocks powerful document-driven automation.

The Agentic Enterprise: MuleSoft’s New Role in Winter ’26

Agentforce is the brain—but MuleSoft is the nervous system. Winter ’26 turns APIs into agent skills and closes the execution gap that makes AI enterprise-ready.

Can Agentforce Suggest Process Improvements?

Agentforce doesn’t just automate—it observes how work actually happens, identifies friction, and suggests smarter processes. The real magic happens when AI insights are paired with human expertise.

Why Your Salesforce Dashboards Are Failing (And How to Fix Them)

If your Salesforce dashboard can’t be understood in 5 seconds, it’s failing. This video shows how to turn cluttered dashboards into clear, decision-driving tools.

How Can Salesforce Reporting Snapshots Unlock Reporting?

Salesforce reports only show right now. Reporting Snapshots turn them into a time machine, capturing historical data automatically so you can analyze real trends—not guess after the fact.

How to Configure, Price, and Quote in Salesforce CPQ

Sales reps waste too much time fixing prices and rebuilding quotes. This walkthrough shows how Salesforce CPQ automates bundling, pricing, and quote generation—so deals close faster with fewer errors.

Salesforce Flow Basics: The 4 Core Elements Every Admin Must Know

Workflow Rules and Process Builder are gone. This video breaks down the 4 core Salesforce Flow elements every admin must know to automate smarter—without writing code.

What Compliance Tools within FSC are Most Beneficial for RIAs?

Still scrambling for audit documentation? These 3 FSC compliance tools turn Salesforce from a basic CRM into a true compliance engine—without adding manual work for advisors.

What KPIs should I track after implementing Salesforce Revenue Cloud?

The best Revenue Cloud orgs don’t track more KPIs—they track the right ones. This video breaks down exactly which metrics matter based on your CPQ, billing, or subscription model.

How to Migrate Salesforce Workflows the Right Way

Don’t migrate Salesforce workflows one-to-one. Delete what’s dead, consolidate what’s duplicated, and then migrate—this strategy can cut your Flow project by up to 40%.

Salesforce Spring ’26 Revenue Cloud Release Highlights

Revenue Cloud just joined AgentForce—and Spring ’26 delivers AI-powered promotions, instant pricing by default, smarter ramping, and major performance upgrades that change how complex deals are sold.

Stop Editing Your Flows! How to Build “Set it and Forget it” Automations.

If you’re editing Salesforce Flows for every new campaign, stop. This video shows how to use dynamic mapping and Custom Metadata to build automations you can truly set—and forget.

How to Fix Apex Heap Size & CPU Time Limit Errors in Salesforce CPQ

If your Salesforce CPQ quotes are failing, it’s usually one of two things: oversized bundles or too much automation firing at once. This video shows how to identify—and fix—both.

The Pro Option: n8n Architecture: How to Refactor Workflows into Modular Subflows

If your n8n workflows are hard to debug and impossible to scale, you’re missing subflows. This video shows the pro architecture that keeps automations clean, reusable, and quota-friendly.

Salesforce CPQ Custom Label

Want cleaner quote section headers without editing templates? This hidden Salesforce CPQ feature lets you dynamically customize group labels using a simple formula field.

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