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SFDC Penguin - Backup and Restore - Cover

Backup & Restoration: Are you prepared?

Things don’t always go to plan. Sometimes that’s a good thing. However, when protecting your Salesforce org’s data and metadata, you don’t want surprises! In this post, I’ll cover tips for backups and restoration. This will help you assess your org’s readiness and options available.  Why Backup and Restoration Matters? A good (non-Salesforce) example is …

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SFDC Penguin - Winter 23 Preview Release Summary

Winter ’23 Preview-Release Summary: Favourite Features

The Salesforce Winter ’23 Preview Release notes are now available! Lets see some of the best upcoming features. NOTE: Features are subject to change. Customisation: Dynamic Forms & Dynamic Related Lists Dynamic Forms. Now support Accounts, Contacts, Opportunities and Person Accounts! Click here for more info. Dynamic Related Lists. Introduced in Summer ’22. Winter ’23 …

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SFDC-Penguin-Free-App-to-help-with-Access-Management

Free App to help with Access Management

Anyone who knows me (or follows this blog!) will know I like the AppExchange. It helps businesses solve challenges, without reinventing the wheel.  In my last post, I wrote about Access Management. Maintaining healthy access management is essential. However, depending on your org, your users may have a tapestry of permissions. This can be challenging to …

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SFDC Penguin - Access Management: The End of Profiles?

Access Management: The End of Profiles?

Salesforce provides many tools to control user access. However, ensuring the right level of analysis can be challenging. Equally, Salesforce is striving to reduce reliance on Profiles in favour of Permission Sets and Permission Set groups. This post outlines key considerations to help you prepare.  Background: Why Access Matters Managing access rights is essential. Too …

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