Winter ’26 Salesforce Flow
At JSBC Labs we live in Flow Builder—automating onboarding, dispatch ops, credit workflows, and the odd gnarly data cleanup. Winter ’26 doesn’t rewrite the rulebook, but it makes the day-to-day faster and saner. Here’s what stood out in hands-on testing across real client scenarios. TL;DR 1) The new debug experience (now great for Screen Flows) […]
AI Associate Certification Retirement: What JSBC Labs Clients Need to Know
Salesforce recently announced the retirement of its AI Associate certification—an important shift for professionals and organizations invested in AI-driven Salesforce solutions. Let’s explore the timeline, the new path forward, and how JSBC Labs can help you stay ahead. Key Dates You’ll Want to Remember Milestone Date Last day to register for the exam March 31, […]
Enabling Record Locking and Unlocking in Apex: A Quick Guide
Ever run into this frustrating little gem in your Salesforce deployment or Apex tests? System.NoAccessException: Apex approval lock/unlock API preference not enabled Yeah, us too. If you’re trying to use Approval.lock(record) or Approval.unlock(record) in Apex, Salesforce needs you to explicitly enable the feature first. Here’s how to do it — with a side of clarity […]
Transforming Business Operations with Salesforce
In today’s fast-paced digital economy, businesses need more than just basic tools to keep up—they need smart, scalable solutions that streamline operations and enable growth. That’s exactly where Salesforce comes in. At JSBC, we’re passionate about helping companies unlock the full potential of Salesforce to transform their daily operations and customer interactions. Key Ways Salesforce […]
Salesforce Mistakes to Avoid
Salesforce is a powerful CRM platform that can transform your business. However, like any complex system, it’s easy to make mistakes during setup and usage. These errors can lead to wasted time, poor adoption, and missed opportunities. To avoid such pitfalls, here are 8 common Salesforce mistakes—and practical tips on how to avoid them: 1. […]
The ROI of Investing in Salesforce Consulting
The ROI of Salesforce isn’t just about owning the platform—it’s about using it to its full potential. While many businesses invest in Salesforce licenses, they often struggle to unlock true value. That’s where a Salesforce consulting partner like JSBC Labs can make a measurable difference. Let’s break down the real return on investment (ROI) you […]
Salesforce Productivity Hacks
Salesforce is a powerful tool for managing customer relationships, but are you using it to its full potential? Many users stick to the basics, missing out on features that can drastically improve workflow efficiency. Whether you’re a seasoned pro or just starting out, these Salesforce productivity hacks will help you work smarter—not harder. 1. Take […]
Scaling Salesforce for Business Success
As your business grows, your Salesforce strategy must evolve as well. While the basics help you get started, simply maintaining the status quo will not be enough. To scale Salesforce effectively, you need custom development, enterprise-level optimizations, and long-term planning. Otherwise, you risk inefficiencies, system slowdowns, and limited functionality. Therefore, in this guide, we’ll cover […]
User Adoption & Best Practices for Success
Implementing Salesforce is only the first step; however, ensuring your team actively uses it effectively is what truly drives success. Without proper adoption, you may end up with messy data, missed opportunities, and inefficient processes. To help you avoid these pitfalls, we’ll cover the best strategies to maximize Salesforce adoption and ensure long-term success. 1. […]
Reports & Dashboards – Making Data-Driven Decisions
Salesforce is not just a CRM; rather, it is a comprehensive analytics platform that empowers businesses to track performance, monitor key metrics, and make well-informed decisions. With Reports & Dashboards, you can visualize your sales, marketing, and customer service data in real time. As a result, you can identify trends early, optimize strategies effectively, and […]
