Cirra AI
Articles (English) - Page 1 / 4

Salesforce Formula Compile Size Error: Trace Field Links
Troubleshoot Salesforce formula compile size errors in 2026 with a dependency worksheet, IF versus CASE review, conflicting limits evidence, and a freshness contract for stored calculations.

Salesforce Flow Send Email Not Received in Sandbox: Fixes
Diagnose a Salesforce Flow Send Email not received in a sandbox with a three-stage ledger: Flow run, send authorization and inbox receipt. Covers System email only, sender and domain verification, and Winter '27 in 2026.

Salesforce Report Folder Viewer Can Edit? Test Creator Rights
Why a Salesforce report folder Viewer can still edit: Edit My Reports, Create and Customize Reports, a 10-assertion Winter '27 two-user test matrix, grant tracing and data-visibility checks (2026).

Salesforce Permission Set Works in Sandbox, Fails in Production
Entitlement preflight for one failed Salesforce permission set assignment in 2026: the documented vlocity_ins namespace error, Sales Console PSL error, license layers, Option A or B fixes, and a read-only AI inventory.

Why Salesforce Currency Totals Disagree: Trace the Rate First
Why Salesforce currency totals disagree: a Winter '27 rate-path matrix, a reconciliation sheet on one synthetic opportunity, row versus aggregate SOQL, and when to document or fix in 2026.

Salesforce Insufficient Access on Cross Reference Entity Fix
Find the blocked ID behind Salesforce insufficient access on cross reference entity errors: an ID-to-dependency worksheet, six documented Help scenarios, Winter '27 (API 68.0) scope and a sandbox-tested fix, 2026.

Salesforce Lead Conversion Existing Contact Overwrite Rules
Why Salesforce lead conversion keeps old Contact values: a Winter '27 expected-outcome matrix, a four-case sandbox fixture and 15 countable assertions to run before adding any Flow in 2026.

Salesforce UNABLE_TO_LOCK_ROW: Fix Shared Parent Locks
Diagnose Salesforce UNABLE_TO_LOCK_ROW in 2026: a contention map, hottest-parent share formula, Winter '27 API 68.0 Bulk API and Data Loader serial limits, and a one-variable sandbox worksheet.

Why Does a Salesforce Case Owner Change? REST and Email-to-Case
Why does a Salesforce case owner change? A 2026 explainer on the REST Sforce-Auto-Assign default, Email-to-Case routing owners, rule order and a 32-cell Winter '27 sandbox test matrix.

Deploy Salesforce Permission Set Group With Muting Permission Set
Winter '27 guide to deploying a Salesforce permission set group with its muting permission set: change set, Metadata API and CLI coverage, an evidence matrix and a denied-action test for 2026.

Salesforce Contact Merge: Which Record and Fields Survive?
A 2026 Salesforce contact merge guide covering principal selection, hidden fields, portal access, related records and integration checks, with a survivor worksheet and an unexecuted Winter '27 sandbox test plan.

How to Safely Delete a Salesforce Custom Field: Restore Plan
A 2026 guide on how to safely delete a Salesforce custom field: three evidence lanes, native discovery limits, a sandbox undelete rehearsal, the 15-day window and a go/no-go record for Winter ’27.

Salesforce User Access Policies Testing Before Role Changes
A 2026 guide to Salesforce User Access Policies testing before role changes, with overlap and assignment worksheets, explicit grant and revoke checks, license-failure diagnosis, and sandbox approval criteria.

Fix Salesforce Restricted Picklist Error: AI-Assisted Audit
Diagnose the Salesforce restricted picklist error (bad value for restricted picklist field) in 2026: a field-level matrix covering API names, record types, dependencies, Winter ’27 baseline and approved fixes.

Retry Failed Rows in a Salesforce Data Load Safely
How to retry failed rows in a Salesforce data load: build a result ledger, check upsert keys, triage errors and test in a Winter ’27 sandbox. Includes a fictional 100-row reconciliation, 2026.

Salesforce User Offboarding in Winter ’27: A Checklist
A two-stage Salesforce user offboarding runbook for Winter ’27: freeze vs deactivate, deactivation blockers, record reassignment, AI-assisted evidence, and a handoff matrix with approvers.

Salesforce Enterprise AI Harness Explained: Trusted Context, Action and Governance
A 2026 guide to Salesforce's Enterprise AI Harness, its six capabilities, AI Control Plane roadmap, MCP options, and a concrete sandbox-first governance plan for admins and architects.

Kimi K3 Release: Impact on Frontier Open-Weight Models
How Moonshot AI's 2.8 trillion parameter Kimi K3 compares to DeepSeek and closed models in 2026, covering benchmarks, $3/$15 per million token API pricing, and open-weight strategy.

Salesforce Headless 360 and the MCP Standard Explained
Explore how Salesforce Headless 360 shifts the CRM to an API-first architecture, adopting the Model Context Protocol (MCP) standard for agentic AI workflows.

Claude Managed Agents vs. AI Orchestration Frameworks
This technical analysis compares Claude Managed Agents with personal AIs like Claude Cowork and orchestration frameworks like Perplexity Computer and Paperclip.

Understanding Salesforce's Shift to Slack as an Agentic OS
Examine Salesforce's strategic transition to Slack as an agentic OS. Learn how replacing the Lightning UI with AI agents impacts legacy CRM development.