From Curiosity to Confidence: A Student Perspective on Tech for Good
I chose Computer Science because I was curious, deeply curious about why decisions are made and how systems arrive at outcomes. As early as my 10th grade, I found myself fascinated by how digital platforms seemed to understand users: recommending products, content, or ideas in ways that felt almost intuitive. Sometimes it felt like they […]
Get Your Salesforce Implementation Right Before January Ends
January always starts with good intentions. New budgets. New targets. New systems that promise to fix long-standing problems with sales, service and customer data. Salesforce is often at the centre of those plans, licences purchased, stakeholders aligned, expectations high. But by February, the cracks often start to show. Teams aren’t using the system properly. Data […]
No-Code Orchestration for Salesforce: How to Automate Lead Routing, Matching, and More
Salesforce users know that speed and precision are everything when it comes to managing leads and engaging prospects. But many teamsstill rely on manual routing, email notifications, or static assignment rules—which slow down the sales cycle and introduce errors. With Salesforce’s No-Code Orchestration, you can now design smart, scalable workflows using Flow Orchestration and Flow […]
Visualizing Progress on Salesforce Screen Flows
Screen Flows in Salesforce are useful for guiding users through multi-step processes like customer onboarding, service requests, or data entry. But as flows get longer or more detailed, users might lose track of their progress. To help with this, progress indicators can be added to show users where they are in the process and what […]
Why I Still Like Reporting and Dashboards (and Why You Would Too)
In a world where buzzwords like generative AI, autonomous agents and no-code tools dominate conversations, it might feel tempting to dismiss traditional reporting and dashboards. Yet, at Sweet Potato Tec, we firmly believe that reporting and dashboards remain essential. We use them every day and are constantly tweaking and improving them. They provide structure, clarity, […]
How to Get Your Manager to Use & Buy Into Salesforce…(It should be easier)
Getting buy-in from your manager is one of the most critical steps in ensuring Salesforce is adopted thoroughly and successfully across your organisation. Too many promising CRM projects stall because leadership does not understand the value or make room for it in their strategy, budget, or culture or even day. At Sweet Potato Tec, we […]
Salesforce Global Search Deep Dive: Field Searchability, Query Rules, and Filters
What is Salesforce Global Search? Salesforce Global Search is the universal search bar at the top of the Salesforce interface. It allows users to look across both standard and custom objects and get results quickly. Powered by: Lightning Search Key features include: Navigating to Search Setup To manage how Global Search works: Search Manager – […]
Frustrations That Mean It’s Time for a Salesforce Health Check
Why a Salesforce Health Check Matters When you’ve invested in Salesforce, you expect more than another line item on the balance sheet. It’s a premium CRM platform designed to streamline processes, drive adoption, and generate ROI. But here’s the truth: unless Salesforce is regularly reviewed and optimised, it can quickly lose effectiveness. That’s where a […]
Get better results without a GSI-Steve Jones
“The projects that never end Steve” This is what I often hear when I speak with customers at events shows or in general conversation with a senior guy working at a large corporate whilst watching our kids play football at the weekend. When organisations look to optimise or implement Salesforce, one of the first decisions […]
Protecting Your Salesforce Org: Navigating the Upcoming Connected App Restrictions & Lessons from the Data Loader Breach
Introduction As a Salesforce administrator or leader in your organization, staying ahead of changes and threats is crucial. Starting early September 2025, Salesforce will enforce a new Connected App Usage Restriction, blocking access to uninstalled connected apps. Understanding this change and learning from recent high-profile incidents—like the Data Loader breach—can help you safeguard your org proactively. Change […]