Where Salesforce
stops short
Guides to the platform limits admins actually run into, what the documented workarounds cost, and when a native app is the cheaper answer.
- 4 min read
Flow HTTP Callout vs Apex vs middleware
The three ways to call an external system from Salesforce, the limits on each, and the point where a Flow callout stops being the cheaper option.
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A Salesforce release notes template for admins
A copy-and-paste release notes template written for users rather than admins, with the short in-app version, and notes on what to cut from each release.
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How to notify all Salesforce users of a change
Five ways to reach every user in your org, from mass email to Custom Notifications to login announcements, with the reach and limits of each one.
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Salesforce file storage limits explained
How Salesforce calculates file storage: a base allocation plus per user licences, pooled org wide. What counts against it, and what to do when the pool fills.
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How to find out who changed a field in Salesforce
Four ways to find who changed a Salesforce field: the History related list, a history report, SOQL, and Setup Audit Trail. Plus what to do when nothing was tracked.
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How to track more than 20 fields in Salesforce
Four ways past the 20 field history limit: Field Audit Trail, a Flow that writes its own records, a managed package, or pruning what you already track.
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MuleSoft alternatives for Salesforce admins
Boomi, Workato, Celigo, Jitterbit, and native options compared for Salesforce work, plus the case for not buying middleware at all.
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Salesforce Files vs Attachments vs Documents
Three ways Salesforce stores files, with different objects, size caps, and behaviour. What each one is, why orgs end up with all three, and how to consolidate.
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Data Loader vs reports vs list view export
The three tools Salesforce admins actually choose between for exports, what each one costs in setup and volume, and which to hand to a non-admin.
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Field Audit Trail vs standard field history tracking
Field Audit Trail gives 60 tracked fields and 10 years of archive but requires Shield. A side by side look at what changes, what does not, and who should buy it.
Read it - 4 min readComplete guide
Salesforce integration options: native, middleware, and everything between
Flow HTTP Callout, External Services, Apex, middleware, and native integration apps. What each one handles, where each one breaks, and how to choose.
Read it - 4 min readComplete guide
Salesforce release communication: telling users what changed
Every channel for announcing a Salesforce change, what each one reaches, which ones can prove people saw it, and how to run release comms that users act on.
Read it - 4 min readComplete guide
Managing files in Salesforce: a practical guide for admins
How Salesforce stores files, the size and storage limits that apply, why the related list is awkward, and what to fix first when file handling gets in the way.
Read it - 5 min readComplete guide
How to export data from Salesforce: every method compared
Reports, list views, Data Loader, the Data Export Service, and the API. What each one exports, the row limits on each, and how to pick without guessing.
Read it - 6 min readComplete guide
Salesforce field history tracking: the complete guide
How Salesforce field history tracking works, the 20 field and 18 month limits, which field types it ignores, and what to do when the native version runs out.
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Salesforce report export limits and how to work around them
Reports show 2,000 rows and export 100,000. The export truncates silently at the cap, so here is how to spot it and which tool to move to when you hit it.
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Chatter announcements: what they can and cannot do
Chatter announcements are scoped to a group, allow 5,000 characters, show about 137 of them, and support no rich text. Where that works and where it does not.
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How to download all files from a Salesforce record at once
Salesforce downloads files one at a time. The Flow, Data Loader, and app-based routes to getting every file on a record in a single action, and what each costs.
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How to export a Salesforce list view to CSV without building a report
Salesforce has no export button on list views. The four workarounds, what each one costs you in time, and why the filters end up defined twice.
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Salesforce field history limits: 20 fields and 18 months
Salesforce tracks 20 fields per object and keeps history for 18 months. Here is where each limit comes from, what it excludes, and what raising it costs.
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