GitHub MCP Server with Per-User OAuth https://github.com/salesforce-misc/e11y-isv-per-user-auth-mcp Pluto runs AI agents inside Salesforce, on standard Salesforce licenses, with any model provider https://github.com/iamsonal/pluto
User Guide: Github https://github.com/Portwood-Global-Solutions/Portwood
Since Salesforce put CPQ into end of sale, I’ve spent a lot of time inside CPQ orgs, some well built, most with years of patches layered on top of each other. And the same mistakes come up again and again when teams start planning their move to Revenue Cloud. None of them are technical in …
5 CPQ to Revenue Cloud Migration Mistakes I Keep Seeing Read More »
Connecting Mailchimp to Salesforce sounds simple. Install a connector, map a few fields, and your sales and marketing data finally live in one place. One thing many teams don’t realize at first: the official Mailchimp for Salesforce package is no longer free. It’s now run by Beaufort 12 as a paid subscription billed every month. …
7 Mistakes to Avoid When Syncing Mailchimp with Salesforce Read More »
Mailchimp to Salesforce Sync: What Actually Works in 2026 If you run Mailchimp for email and Salesforce for everything else, you’ve probably hit the same wall every nonprofit and small business I work with hits eventually: someone unsubscribes in Mailchimp and nobody finds out until a donor or customer complains. Or a new Contact sits …
Probate real estate can be a valuable acquisition channel for real estate investors, but managing probate opportunities is very different from managing ordinary seller leads. A probate opportunity may involve an executor, personal representative, multiple heirs, an attorney, a property, court-related timelines and a seller who may need significant support before making a decision. Managing …
If you’ve set up scheduled emails for Salesforce Reports or Dashboards but recipients aren’t getting them, the most common reason is an unverified email address or a missing DKIM key. Here’s how to fix it, step by step. Step 1 — Check the Sending User’s Email Go to Setup → Users and look at the …
Why Are Your Salesforce Report/Dashboard Emails Not Arriving? | 2026 Read More »
