Salesforce insights

Practical Salesforce insight for teams responsible for the platform.

Clear explanations of important Salesforce changes, operational risks and preparation steps—grounded in authoritative sources.

17 published articles

Security and access governance

Salesforce profile filtering in Winter ’27: test who still needs profile visibility

Salesforce is enforcing profile filtering in Winter ’27. Most users will see only their own profile name unless their responsibilities or existing permissions justify wider visibility, so platform teams should test delegated tasks, login flows, reporting and integrations before their upgrade.

Salesforce securityWinter ’27profile filteringpermissionsaccess governance
Integrations

Exchange Online EWS retirement: what Salesforce teams should check before October 2026

Microsoft starts disabling Exchange Web Services in Exchange Online in October 2026 and says EWS will be fully disabled in April 2027. Salesforce teams should identify Outlook, calendar and activity-capture dependencies early, because the risk often sits between Salesforce administration and Microsoft 365 ownership.

Exchange OnlineEWSMicrosoft GraphSalesforce integrationsOutlook