The Future of CRM Isn’t in a Browser—It’s Everywhere Your Business Is For a quarter-century, Salesforce has represented a fundamental shift in how businesses manage customer relationships. But we’re standing at another inflection point. The question is no longer: “How do I get teams to log into Salesforce?” It’s become: “Why should anyone have to […]
Uncategorized
AI in CRM : From Einstein to Execution: Making AI Core to CRM Strategy
“The companies winning with AI aren’t just deploying tools. They’re redesigning org charts.” For years, AI in CRM has been a marketing buzzword — demos filled with predictive scoring, chatbot handoffs, and next-best-action banners. But in 2025, we’re finally seeing the shift from pilots to processes. The rise of Salesforce Einstein GPT, Data Cloud, and industry-tailored […]
Scaling Salesforce Architecture for Compliance-Heavy Enterprises
For enterprises in highly regulated sectors like banking, insurance, healthcare, and government, scaling Salesforce is not just about adding more users or features. It’s about finding the sweet spot between business growth and regulatory compliance. Unlike young startups that can move fast and experiment, compliance-heavy organizations need to tread carefully, making sure every architectural choice […]
Understand & Fixing Salesforce System.LimitException: Too many query rows: 50001
Introduction to Salesforce Governor Limits What are Governor Limits? Salesforce is a multi-tenant environment, which means your code runs on a shared infrastructure. To ensure fair use of resources, Salesforce enforces limits known as governor limits. These rules help prevent any one user or org from monopolizing server resources. Why Do They Exist in Salesforce? […]
Salesforce Mass Email Limitations
See the limitations for sending mass emails. You can send mass email to a maximum of 5,000 external email addresses per day per licensed Salesforce org based on Greenwich Mean Time (GMT). The following limitations also apply to mass emails.
Financial – What’s the order of Execution to meet financial obligations for life
Personal Finance Order of Operations: 1) Create a budget to figure out expenses 2) Build a 1-month emergency fund 3) Maximize employer 401k matches to let free money compound 4) Pay off high-interest consumer debt 5) Save 3 to 6 months of expenses in an emergency fund The Financial Order of Operations: 6) Maximize Roth […]
Retirement Planning
What are my options: Roth IRA Index Funds Source: Image source twitter
Query to find Permission sets assigned to Users
DescriptionBelow is the SOQL query we can create using Workbench to capture the Permission Sets associated with a given User or Profile via the Permission Set Assignment object ResolutionQuery: SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE Assignee.Name = ‘JOHN SMITH’ Or retrieve all users associated with a specific PermissionSet like: SELECT Id, PermissionSetId, PermissionSet.Name, PermissionSet.ProfileId, PermissionSet.Profile.Name, AssigneeId, Assignee.Name FROM PermissionSetAssignment WHERE PermissionSet.Name = ‘Custom […]
Salesforce Retire | End of life (EOL) of Permissions on Profiles
Salesforce announcing the end of life (EOL) of permissions on profiles/ Retire Permissions on Profile that will be the Spring ’26 releaseProfiles will still exist; however, permissions on profiles will EOL and permissions will be available only on permission sets. Before we dive into what’s new with Spring ‘23, here’s a quick reminder of what […]