Salesforce

Salesforce Field Service Mobile continues to evolve with new capabilities for technicians working in the field. Explore how updates to job preparation, mobile forms, voice input, mapping, and Work Order views are changing the technician experience, and learn why configuring these capabilities around your service operations matters.

Standard Salesforce Field Service configuration covers many service processes, but individual businesses can have different workflows, working conditions, scheduling rules, and operational requirements. This article looks at three areas where standard configuration can fall short: how technicians work, the conditions of field service operations, and business-specific processes. It also provides a practical checklist of signs that a Salesforce Field Service setup could benefit from customization.

A practical guide to the two Salesforce security changes that became mandatory in 2026: MFA enforcement for all direct UI logins, including phishing-resistant MFA for privileged users, and automatic account freezing for traffic from anonymizing VPNs, proxies, and high-risk IP addresses. The article explains who is in scope, which users, integrations, SSO setups, and test automation get caught out, how to restore access after a freeze, how to prevent lockouts, and where the two changes combine into the hardest failure scenarios for admins.

Four Field Service cases showing how HR data integration with Salesforce reduces manual work in payroll, scheduling, dispatch, and technician management.

A practical guide to choosing between Lookup and Master-Detail relationships in Salesforce. The article compares how each type handles record dependency, ownership, sharing, deletion, and roll-up summary fields, covers Master-Detail limitations, Recycle Bin behavior, and the rules for converting one type to the other. Two step-by-step examples, a project task tracker and a customer order with line items, show how to create custom objects, set up both relationships, build formula and roll-up summary fields, and test deletion behavior.

A practical overview of Salesforce core fundamentals: how the multitenant platform works, standard and custom objects, Lookup and Master-Detail relationships, formula fields and validation rules, and the main Flow types. The article also explains the Salesforce security model, from profiles, CRUD/FLS, and record-level sharing to Permission Set Groups and muting, compares Data Loader and the Data Import Wizard, and shows what Headless 360 means for AI agents and least-privilege access.