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 […]
Reports and Dashboards enhancements
Salesforce continues to innovate and streamline your reporting experience, and the Summer ’25 release is packed with features that make life easier for admins, analysts, and power users alike. Here’s a breakdown of the latest game-changing updates that are now Generally Available (GA)—plus a cool Beta feature to keep an eye on! Selective Dashboard Widget […]
Agentforce Sales Coach
In today’s dynamic sales environment, achieving success requires more than just talent —it’s about consistency, process, and timely guidance. That’s where Agentforce Sales Coach comes in. Designed to bring real-time coaching directly into Salesforce, Agentforce Sales Coach helps sales reps stay on track, follow best practices, and win more deals—without ever leaving the CRM. What […]
How to Dynamically Filter a Rolling Date Range in Salesforce CRM Analytics Recipes
In CRM Analytics (formerly Tableau CRM), hardcoding year ranges into data preparation recipes can become brittle over time especially when working with historical or forecasted data that shifts every year. A common challenge is maintaining dynamic filters that always reflect the current business context without needing manual updates. This post walks through how to dynamically […]