SkyPlanner When a Salesforce admin leaves, nothing breaks on day one. It breaks months later. The five things only the admin knows, a two-week handover plan, and what to do when there is no successor.
SkyPlanner AI doesn’t fix a messy Salesforce org; it inherits it, and then acts on it at speed. Here’s how we assess readiness across data, process, access, use case and ownership, and how we take an org from ready to running.
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SkyPlanner Ask whether your Salesforce data is ready for AI and the answer is usually about duplicates and blanks. The question that decides it is a different one: does every field an assistant reads still mean something to somebody? Four kinds of field that mislead an assistant, and how to run the check on the part of the org that matters.
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SkyPlanner Salesforce Winter ’27 reached non-preview instances on October 9 and 10, and none of it is about AI. Three of its release updates decide whether AI can do useful work in your org at all: who every caller is, what people can see, and whether your automation can be tested. Here is what to check now.
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SkyPlanner Salesforce hosted MCP servers went generally available in April, and Claudeforce is built on top of them. Connecting an LLM to your org now takes an afternoon. The decisions it leaves behind are the real work.
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SkyPlanner Most AI projects do not stall on capability. They stall when someone asks what the thing will actually be allowed to touch. These are the decisions we work through before an AI is allowed to write anything.
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SkyPlanner is now an OpenAI Select Partner. Here is the honest version: what it changes for the teams we work with, and what it does not.
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Salesforce, the leading CRM platform, offers a variety of editions tailored to the needs of all types of businesses. From the Starter Suite, ideal for small organizations, to Einstein 1 Sales, which includes advanced AI and collaboration tools, each edition increases in functionality and cost. It is essential to choose the one that best suits the specific needs of each business.
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In this second part of Salesforce 101, we’ll dive deeper into the features and see what you can do based on permissions, profiles, and roles. To conclude, we’ll dive into the platform to explore some options and daily activities.
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This Summer Release 2024 brings several improvements designed to optimize the user experience. At Skyplanner we selected those new features that we consider most relevant. These include the ability to create group appointments with Salesforce Scheduler, improvements to search with Einstein Search, as well as new tools for permission and access management.
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Implementing Salesforce requires active commitment and technical expertise. Are you interested in learning how Salesforce Consulting Partners can help you? They can help you to fully implement the platform. Your partner will take care of the details so that you can focus on the development and growth of your business.
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