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The Chronicles Blog

Amy Zeller Amy Zeller

A Guide to Choosing the Right Document Lifecycle Management (DLM) Tool

When it comes to Document Lifecycle Management (DLM), a shortsighted approach can create significant gaps in the long term. A poorly matched tool may introduce manual workarounds, compliance risks, low adoption, and expensive migrations later. It’s about more than selecting software, it’s about defining how your organization manages important information throughout its lifecycle, from creation and use to protection, retention, and secure disposal.

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Alissa Arford Alissa Arford

Canvas Cloud Joins FinDock’s Beyond NPSP Initiative

Canvas Cloud is pleased to announce its strategic partnership with FinDock, a Salesforce-native payment management platform, as part of the Beyond NPSP initiative. As nonprofits navigate the shift from Salesforce NPSP to Agentforce Nonprofit, this collaboration provides the strategic guidance, payment management expertise, and implementation support needed for a successful transition.

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Daniel Dibble Daniel Dibble

Key Takeaways from SEAT 2026

Last week (June 28-30, 2026), Daniel Dibble attended SEAT 2026 in Charlotte, where sports and entertainment leaders gathered to discuss the future of fan experience, venue operations, technology, and data. This was our first time at SEAT, but we’ve helped organizations build Salesforce Centers of Excellence that support multiple venues, departments, events, and business units through a shared platform and governance model.

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Daniel Dibble Daniel Dibble

Key Takeaways from Intersolar & Energy Storage North America Midwest 2026

The Intersolar & Energy Storage North America (IESNA) Midwest 2026 in Rosemont, Illinois, brought together developers, EPCs, manufacturers, utilities, investors, and technology providers for three days of education, networking, and discussion about the future of clean energy in the Midwest. Here are a few takeaways from the event.

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Benjamin Dolar Benjamin Dolar

Salesforce Center of Excellence for Sports & Hospitality

Our team at Canvas Cloud has implemented and optimized Salesforce across more than two dozen professional sports venues, including organizations that manage professional baseball, football, basketball, and hockey operations, concerts, special events, nonprofit volunteer programs, and hospitality services.

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Daniel Dibble Daniel Dibble

Key Takeaways from Salesforce Connections CNX26

Last week, I was at Salesforce Connections 2026 in Chicago, and if there was one theme that showed up everywhere, it was this: Salesforce is focused on helping organizations put AI agents to work today. From the opening keynote to customer sessions, workshops, and hallway conversations, Agentforce, Data Cloud, and connected customer experiences dominated the discussion.

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Christina Lytle Christina Lytle

Salesforce Phishing-Resistant MFA: Step-by-Step Guide

Salesforce is rolling out new phishing-resistant multi-factor authentication (MFA) requirements for high-access users in summer 2026 as part of its broader security roadmap. The change is designed to strengthen protection against modern phishing attacks that can bypass passwords and traditional MFA methods.

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Alissa Arford Alissa Arford

Key Salesforce Acquisitions: From Heroku (2010) to Contentful (2026)

Salesforce has expanded its platform significantly through acquisitions. Over the years, the company has acquired more than 70 companies across enterprise software, marketing technology, data platforms, collaboration tools, and artificial intelligence. Many of those acquisitions were integrated into Salesforce products customers use every day, while others helped shape the company’s broader platform strategy and long-term roadmap.

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Alissa Arford Alissa Arford

A Guide to the Salesforce Ecosystem in 2026

Salesforce has come a long way since launching in 1999 as a cloud-based CRM. What began as a platform for managing sales pipelines has expanded into a much broader ecosystem that now includes business applications, AI agents, automation tools, integrations, analytics, collaboration software, and industry-specific solutions. This 22-page guide will help you make sense of it all, as it is in 2026.

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Christina Lytle Christina Lytle

Key Updates from Salesforce Summer ’26 Release

Every Salesforce release promises innovation, but when you’re working hands-on with clients every day, the real question is: what will actually make things easier for you and your team?

Here are the Salesforce Summer ’26 updates that stand out most from a practical, day-to-day perspective across platform management, reporting, Flow automation, service operations, and governance.

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Koren Cheng Koren Cheng

How to Prepare for Your Salesforce Migration

As a Salesforce-certified consultant, I work with organizations every day to help them implement and optimize Salesforce. A successful Salesforce migration hinges far more on preparation – especially data integrity – than on the final act of migrating the data. By focusing on careful planning, rigorous data cleansing, and strategic execution, you can ensure a smooth transition to your new system and set your team up for long-term success, especially as Salesforce continues to evolve with AI and Agentforce. Here are the key steps I recommend to get started.

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Christina Lytle Christina Lytle

Highlights from Salesforce TDX 2026: A Hands-On Look at the Future of AI for Builders

I attended my first Salesforce conference at TDX 2026, April 15-16 in San Francisco, and one thing stood out immediately: this wasn’t a watch-and-listen event, it was a build-and-learn experience. 

From hands-on workshops to live development sessions, TDX is designed for developers, admins, and architects who want to actually use the latest Salesforce technology. And this year, nearly everything centered around one theme: AI is becoming part of how we build.

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Benjamin Dolar Benjamin Dolar

Agentforce World Tour DC 2026: Key Takeaways

On March 26, 2026, the Agentforce World Tour DC wasn't just another conference, it was a gathering that captured the shift happening in technology, bringing the Salesforce community together to discuss the future of the agentic enterprise. Across keynotes, breakout sessions, and hands-on trainings, the conversation skipped beyond simple product announcements to focus on a question: How do organizations operationalize AI in a way that is both trusted and scalable?

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