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Moving records safely, and keeping PII out of sandboxes.
Getting every file out of Salesforce is harder than getting the records out. Here are the four ways to do it, what each one actually exports, the limits that catch people out, and how to keep the link between each file and its record.
Microsoft started switching off Exchange Web Services on 1 October 2026. If Einstein Activity Capture or Lightning Sync still uses EWS, email and calendar sync stops. Here is how to check and fix it.
When Salesforce comes back, the outage is not over for your org. Missed scheduled jobs, half-finished syncs and retried inserts are still sitting in your data. Here is how to find them.
A successful Salesforce migration is a sequence of controlled decisions, not one large CSV upload. Use this checklist from scope through reconciliation.
Duplicate data is not only a tidy-up problem. It changes routing, segmentation, service history, automation and every analysis built on top of the org.
When two objects share only an indirect relationship, forcing them into one report can duplicate rows and distort totals. Start with grain, not the chart.
A login proves access, not adoption. Learn how to measure whether people use a Salesforce feature correctly, consistently and with the intended outcome.
A fresh sandbox is empty and useless. Copying production data wholesale is a privacy incident waiting to happen. The path between the two.
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