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.

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.

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?

Nonprofit Dreamin’ in Charlotte, North Carolina, last week brought together more than 300 attendees, 50+ sessions, and some great conversations. Across panels, sessions, and hallway chats, one theme kept surfacing: the nonprofit Salesforce landscape is evolving quickly and it’s becoming harder for organizations to navigate with confidence.

A Salesforce consultant’s role is not to simply execute instructions. It’s to guide strategy. That means stepping back and asking harder questions. Why does this process exist? Who benefits from it? Where does it create friction? If we redesign this in alignment with Salesforce best practices, how will roles, expectations, and accountability need to shift? Those questions point to change management.

The theme at this year’s Peer-to-Peer Professional Forum, held in Baltimore, Feb. 24-26, 2026, was, “Peer-to-Peer is a team sport,” and it truly delivered the gold! It was great to be back at the Peer-to-Peer Forum after missing last year, and I was reminded why I love this conference so much! 

When organizations choose a Salesforce consulting partner, the instinct is often to go big. Big brand. Big headcount. Big footprint. In the Salesforce ecosystem, bigger doesn’t always mean better. But it almost always means more expensive. Here are five reasons why a smaller Salesforce consulting firm can help you deliver bigger impact.

If you watched the Super Bowl last weekend, you probably saw Salesforce’s high-profile advertisement featuring MrBeast and heard the name Slackbot loud and clear. The spot put Slackbot at the center of a fast-paced, high-stakes challenge, reinforcing one thing: Slack is no longer just a messaging app. It’s becoming the interface for how work gets done.

Salesforce success isn’t defined by how well a system launches, it’s defined by how well it continues to serve the organization months and years later. Ongoing support provides the structure, expertise, and foresight needed to keep Salesforce aligned with real-world needs. When done well, it turns Salesforce from a static tool into a living platform that grows alongside the people who use it.

Salesforce Spring ’26 isn’t about flashy reinvention, it’s about refinement. These updates reduce friction, improve governance, and give admins and consultants better tools to support growing, evolving organizations. Christina Lytle reviews her favorite Salesforce updates.

Salesforce releases new features all the time, but Agentforce 1 edition (A1E) represents a real turning point. Instead of small add-ons, it gives organizations an entire AI foundation designed to automate work across every department. We’ve put together a practical guide on A1E for everyday Salesforce users.

As co-founders of a growing business, there’s no such thing as a typical day. Daniel leads sales, marketing, and client relationships, always staying close to the work. Benjamin focuses on product development, delivery excellence, and team culture. Together, they build partnerships, drive vision, and help clients untangle messy Salesforce orgs with calm, clarity, and precision.

Your nonprofit tech stack didn’t become complex overnight. This was the starting point of my recent conversation with Amelia Baumann on The Nonprofit Boost, the podcast from Double the Donation. The episode, “Leveraging Corporate Support for Fundraising Success,” explores how nonprofits can build the systems and data foundations necessary to unlock corporate giving, reduce hidden opportunity costs, and ultimately do more of the work that matters.

Since 2019, dozens of organizations, from small community nonprofits to large manufacturers, have shared their experiences working with Canvas Cloud on the Salesforce AppExchange. Every project is different, but the reviews tell a consistent story: collaboration, trust, and measurable results.