Common Mistakes Companies Make When Implementing Salesforce
Salesforce is a powerful, flexible platform that can transform how businesses manage sales, marketing, customer service, and more. But like any enterprise system, the success of a Salesforce implementation depends as much on planning and execution as it does on the technology itself. Many companies learn this the hard way. Here are some of the […]
What Does a Salesforce Implementation Partner Actually Do?
I get asked this question a lot: “What does a Salesforce implementation partner actually do? Do I really need one, and why can’t I just do it myself?” The honest answer is: yes, you can go it alone. But in most cases, that approach takes longer, fails to align with your company goals, and often leads to […]
Salesforce Consultant or a Salesforce Partner? What you need to know.
So, What’s the Difference Between a Salesforce Consultant and a Salesforce Partner? When you’re looking to get more from Salesforce, whether that means implementing it from scratch, optimising your current setup, or exploring new tools like AI, one of the first questions is who to work with: a Salesforce consultant or a Salesforce partner? Although […]
Why Field Service Is Still Behind and How Salesforce Closes the Gap
Having spent much of my career in field service, I’ve seen first-hand the challenges this sector faces when it comes to adopting modern technology. While many industries have embraced digital transformation, field service has lagged behind—not due to lack of opportunity, but often due to legacy systems, siloed data, and underinvestment in future-ready tools. The […]
Ten Questions to Ask Yourself Before Choosing a Salesforce Partner
Choosing the right Salesforce partner is one of the most important decisions you’ll make in your CRM journey. At Sweet Potato Tec, many of us have been on both sides of the table — as Salesforce customers and now as System Implementors (SIs). That experience shapes how we support our clients today. Before you commit to […]
The Importance of Post-Go-Live Support in Salesforce Projects: Steve Jones-Commercial Director
Launching your Salesforce solution is just the beginning. While many partners focus heavily on the implementation phase, long-term success depends on what happens after go-live. Without the right support, users can quickly lose confidence, adoption can dip, and key processes can unravel. The first few weeks after go live are critical, therefore Hyper Care is […]
Summer ’25: User Access Summary Enhancements – Simplifying Access
Salesforce continues its mission to make admin life easier. In Summer ’25, a major improvement of lands: User Access Summary Enhancements. With this update, Salesforce consolidates how you manage permission sets, permission set groups, object access, and queue assignments all from easy, centralized summary screens. What’s New? 1. User Access Summary: Central Control Panel Now, […]
Salesforce Flow Update: Limit Rows in Get Records (Spring ’25 – Winter ’26)
Salesforce continues to enhance Flow capabilities to better support Admins and Developers. A standout improvement introduced between Spring ’25 and Winter ’26 is the addition of a new option in the Get Records element: “All records, up to a specified limit.” This feature provides greater control over how many records are retrieved, making flows more […]
Tips for Working with SAQL Queries in the Query Editor
SAQL (Salesforce Analytics Query Language) is a query language used in Salesforce CRM Analytics (formerly known as Einstein Analytics) to query and manipulate data in datasets. Queries created or edited in the query editor have unique characteristics compared to other queries, like those queries created in the lens. Review the following tips for working with […]
From Zero to Query Hero: A Hands-On Guide to SOQL
What is SOQL in Salesforce? SOQL, short for Salesforce Object Query Language, is a tool used to retrieve data from Salesforce databases. It allows you to search Salesforce records for specific information, just like how SQL is used in traditional databases. When to Use SOQL : How to Create a SOQL Query : Your results […]