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Permission Set Strategy

So you probably heard that Salesforce is retiring Object and Field-level permissions from Profiles at some point in the future (Spring ’26? Seems optimistic. I expect this date to shift more than a few times). But have you done anything about it? If you’re anything like most of the organizations I’ve worked with, the answer…

Salesforce Custom Fields -When to Add or Use Existing

Adding Custom Fields to Salesforce is part art, part science. While we have great flexibility, we also need to be disciplined and cautious – when should we add a new custom field, and when should we use an existing custom field? We have a limit on how many custom fields we can add, and having…