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 […]
How a Global Software Company Transformed Revenue Intelligence with Predictive Forecasting in Salesforce CRM Analytics
How Predictive Forecasting Transformed Revenue Intelligence in Salesforce CRM Revenue forecasting is a challenge for fast-growing SaaS and enterprise software companies. This case study shows how predictive forecasting in Salesforce CRM Analytics helped one global company improve forecast accuracy, data quality, and long-term business agility. As customer demands evolve, deal cycles lengthen, and renewal patterns […]
From Order Taking to Revenue Intelligence: A Roadmap for CRM Transformation
The Whiteboard Moment: Why CRM Transformation Matters I have been in the world of sales for over two decades, and one thing has not changed: the look on a CxO’s face when their CRM data does not add up. I remember standing in front of a whiteboard with an Operations Leader named Joe Bloggs. He […]
Women Transforming Technology
My Journey at Sweet Potato Tec At SPT, I’ve been able to grow, take ownership of impactful Salesforce projects, and mentor others without the constant question of whether my work would be valued less. Knowing that pay is equal across genders removes a mental weight, it lets me focus fully on creating solutions for our […]