Agentforce for Salesforce Files with FileMate

Agentforce finance invoices FileMate automates Salesforce AP. Summarize, extract, and reconcile invoices with Media Manager + FileMate intelligence.

Streamline billing with Agentforce healthcare billing automation using Media Manager + FileMate. Automate reconciliations, extractions, and compliance in Salesforce.

Transform operations with Agentforce supply chain automation. Automate PO and invoice matching in Salesforce using Media Manager and FileMate.

Simplify supplier invoices and inventory sync in Salesforce with Agentforce retail invoice automation using Media Manager and FileMate.

Cut hidden costs with User 360. Automate Salesforce license cleanup, reclaim unused seats, and track every request with full admin control.

Automate Salesforce role changes with User 360. Define templates, trigger requests, and keep access aligned without manual admin effort.

Automate Salesforce clone user access with User 360. Use templates, scheduling, and real-time triggers to ensure fast, accurate, and auditable provisioning.

Solve Salesforce file upload challenges with Media Manager—control file types, compress images, log upload data, and maintain version history.

Use Media Manager with Salesforce Flows to upload, preview, and act on files directly within your guided process.

Salesforce users lack inline editing. With Edit Images in Media Manager, crop, rotate, compress, and save versions seamlessly inside Salesforce.

Organize Salesforce files with Smart Grouping in Media Manager. Group by attributes, records, objects, and folders for faster access

Effortlessly Organize Salesforce Files with Custom Folders using Media Manager—streamline your file structure, improve access, and simplify your Salesforce workflow.

Discover how the AGrid Mobile Experience transforms Salesforce record management on mobile

Discover how AGrid row actions deliver Salesforce Related Records Instantly, letting you launch lists, related records, or groups in one click.

With Powerful AGrid Controls, Salesforce users can sort, filter, group, and highlight data—personalization impossible in standard list views.

Group Salesforce List Views with AGrid: unite lists and related lists into one workspace with inline edits, actions, highlights, summaries, and targeting

Explore how AGrid enables inline edits across parent fields and deep picklists—far beyond what’s possible in standard Salesforce views.

Salesforce user management goes far beyond onboarding and offboarding—every profile change, license assignment, record transfer, and deactivation adds up.

We’re excited to bring you the latest Media Manager Summer’25 update and this time we focused on how important it is for users to update file and record details quickly without navigating away or interrupting their workflow. With this in mind, we focused on improving the Media Manager experience by introducing a smooth and powerful inline editing capability. This release also marks the official deprecation of Media Manager V1, encouraging everyone to transition to the modern and feature-rich V2.

The wait is over — AGrid Summer’25 is here, and it’s packed with powerful upgrades that put you in the driver’s seat of your Salesforce data like never before. Whether you’re an admin streamlining complex configs or a user on the move, this release delivers lightning-fast insights, dynamic calculations, and flawless cross-org migrations — all with zero coding.

As an Independent Software Vendor (ISV) building apps on the Salesforce platform, ensuring the security and health of your package code is critical.

As a Salesforce ISV, you need to be aware of the risk of SOQL injection attacks. This type of injection attack allows attackers to execute malicious SOQL statements in your ISV package, potentially bypassing your application’s security measures and gaining access to sensitive data.

The Aura framework powers the Lightning Components architecture, which allows developers to create responsive and dynamic web applications using the Lightning Experience interface. However, one potential vulnerability in Aura is its handling of asynchronous code.

Cross-site scripting (XSS) is a significant security vulnerability that occurs when attackers inject malicious scripts into web pages viewed by other users.

Cross-Site Scripting (XSS) vulnerabilities are one of the most common types of security issues that web applications face today. In this blog post, we will discuss the XSS vulnerability that arises from using the innerHTML function and the measures you can take to prevent it.

If you’ve been using First-Generation Packaging (1GP) to develop packages on the Salesforce platform, it’s important to note that Second-Generation Packaging (2GP) is not just a simple upgrade to version 2.0 of 1GP. Instead, 2GP represents an entirely new and improved approach to package development, offering new ways to manage and develop apps and metadata.

The Feature Management App (FMA) is a powerful tool available to Independent Software Vendors (ISVs) on the Salesforce platform. It enables an ISV to use LMO-to-subscriber feature parameters to enable or disable new features or to control how many of a given resource a subscriber can use. An ISV can also enable features for a limited trial period. Additionally, the app allows to utilize subscriber-to-LMO feature parameters to track preferences and activation metrics, providing the ISV with valuable insights into how their customers are using their managed package.

Salesforce users understand the value of list views – an indispensable tool for creating and customizing lists on an object.

Get ready to enhance your media management experience with the Summer’23 release notes. Media Manager is the ultimate Salesforce product designed by Softsquare to streamline your multimedia content management.

Salesforce users recognize the incredible power of list views to create and customize lists on an object, with filters to precisely manage records.

AGrid, an enhanced lightning grid and an innovative Salesforce product by Softsquare revolutionizes how users manage their list views and related lists.

AGrid introduces a groundbreaking feature for Salesforce users: the Intelligent Related List. This innovative capability simplifies data management by allowing users to create related lists for objects without direct relationships.

Welcome to the first blog post in our series, where we’ll explore sibling objects using the Intelligent Related Lists feature within the AGrid Product in Salesforce.

Welcome to the next chapter in our series on AGrid’s Intelligent Related Lists. In this installment, we’ll explore ‘Seamless Sibling Record Exploration,’ a feature that allows you to effortlessly view sibling records within the same Object in Salesforce.

Welcome to the third installment of our blog series on AGrid’s Intelligent Related Lists. In this blog, we explore how to access grandchild records in Salesforce using AGrid’s enhanced lightning grid. Previously, we delved into managing sibling Objects and records linked through a common parent.

Welcome to the conclusion of our Intelligent Related List series, where we will explore viewing unrelated Salesforce object records with AGrid, an Enhanced Lightning Grid in Salesforce

In the ever-evolving landscape of Salesforce, the power to tailor data displays through list views is undeniable. AGrid, an enhanced lighting grid and our lightning-fast grid solution, is set to redefine the game with the Winter’24 release notes. In this blog, we’ll unveil the transformative features awaiting our AGrid users.

We’re excited to announce the Winter’24 release notes, packed with new enhancements to elevate your experience. Media Manager, with its user-friendly interface and powerful features, simplifies the way you access, preview, and manage multimedia content within Salesforce.

Softsquare embarked on a journey to elevate Salesforce user experiences, starting with the Image Slider and evolving into the powerful “Media Manager.”

Hey there, AGrid enthusiasts! We’re back with some fantastic news – the Spring’24 release is almost here, and it’s bringing a wave of exciting enhancements to your AGrid List views.

Hey there, Media Manager enthusiasts! Exciting news awaits with the upcoming Spring’24 release notes, packed with enhancements to elevate your media management.

User 360 by Softsquare is an advanced solution designed to automate and simplify Salesforce user management. From onboarding to license optimization, User 360 ensures seamless processes, saving time and reducing errors in managing Salesforce users across multiple orgs.

Navigating the Salesforce AppExchange Security Review is vital for any managed package seeking distribution on the platform.

Discover what kind of Salesforce Products need Second-Generation Packaging (2GP). From complex enterprise solutions to niche ISV offerings, understanding the ideal candidates for 2GP is crucial for maximizing your Salesforce development efforts.

Welcome to our comprehensive guide on implementing Second-Generation Packaging (2GP) in Salesforce! In this blog post, we’ll walk you through the step-by-step process of leveraging 2GP, a powerful feature in Salesforce that revolutionizes how you package and distribute your applications.

Welcome to our comprehensive guide on why adopting 2GP is crucial right now! In this blog post, we delve into the pressing reasons why implementing Second-Generation Packaging (2GP) is paramount for organizations leveraging the Salesforce ecosystem. We explore the myriad benefits that 2GP offers over its predecessor, 1st Generation Packaging (1GP), and highlight how it empowers developers to streamline their packaging processes, optimize performance, and future-proof their applications.

Welcome to the Summer’24 release notes of AGrid! Get ready to experience a new level of seamless data management on Salesforce.

User 360 by Softsquare is an advanced solution designed to automate and simplify Salesforce user management. From onboarding to license optimization, User 360 ensures seamless processes, saving time and reducing errors in managing Salesforce users across multiple orgs.

Salesforce DevOps Center is a game-changer for simplifying deployment, enhancing collaboration, and streamlining release management.

In a Salesforce environment, managing users is never as simple as it seems. From onboarding new employees to handling role changes and exits, the process is fraught with opportunities for error.

Managing records in Salesforce is more than just keeping data organized—it’s about ensuring that records are accurately transferred when users leave, change roles, or when responsibilities shift.

Hey there, Media Manager enthusiasts! Exciting news awaits with the Summer ’24 release notes, packed with enhancements to elevate your media management experience.

Salesforce Admins often find themselves in a bind when it comes to managing licenses. It’s a task that requires constant vigilance—ensuring that licenses are assigned correctly, not wasted, and always available for new users.

In the fast-paced world of Salesforce administration, speed and accuracy are paramount. Whether it’s onboarding a new hire or deactivating an exiting employee, delays and errors in user management can lead to security risks and operational inefficiencies.

Managing users within Salesforce, especially when handling multiple roles, permissions, and profiles, can be a time-consuming task.

Welcome back to the second part of our User360 journey, where we continue exploring efficient user management in Salesforce. In this blog, we build on the configuration steps from the previous post and dive into the practical application of User360 templates for streamlined user creation workflows.

User360 provides predefined templates to automate and streamline the offboarding process. By allowing administrators to create customizable offboarding workflows, User360 helps ensure tasks such as user deactivation, permission revocation, and record transfer are handled accurately and consistently. This automation reduces manual work and lowers the risk of human error in the offboarding process.

Offboarding users in bulk within Salesforce is a complex task that requires attention to detail and precision. In Part 1 of this series, we explored how to configure offboarding templates with User360.

Debugging production issues in an ISV (Independent Software Vendor) org can be complex and high stakes. As an ISV, you manage not only your applications but also their interactions with Salesforce environments and other integrations. Production environments, with their live data and active users, demand careful handling to avoid disruptions and ensure smooth operations.

Transferring records in Salesforce can be a complex, time-consuming process, especially during employee transitions. From terminations to role changes, ensuring that records are properly transferred between users is critical to maintaining business continuity and data integrity.

Transferring records in Salesforce, especially with multiple users and objects, can be complex and time-consuming. Ensuring accurate and seamless data movement without manual intervention is critical for maintaining business continuity.

In our previous blogs, we discussed how User 360 helps create powerful Transfer Records Templates to automate complex record management tasks. But once those templates are set, how do you put them into action?

Deactivating users in Salesforce often involves multiple steps, making it a time-consuming task—especially in large organizations. From transferring record ownership to removing permissions, each step adds complexity to offboarding.

Prompt Engineering is the practice of crafting and refining instructions, known as “prompts,” given to AI models to generate accurate and contextually relevant responses. Effective prompt design enhances the performance, accuracy, and usability of AI systems. Moreover, this process involves iteratively tweaking prompts to ensure the AI’s understanding of queries improves, leading to better, more meaningful results.

When building AI-powered chatbots, much attention is given to designing prompts that produce accurate and helpful responses.

Building product chatbots has become vital in delivering timely and accurate customer support, as they help streamline interactions and reduce workload.

Building AI chatbots involves a deep understanding of advanced technologies and careful planning to ensure it meets the specific needs of users. At Softsquare, we designed a chatbot that enhances customer support by offering context-aware responses based on our product documentation.

Welcome to AGrid Winter ’25! In this release, we’re pushing boundaries by introducing a set of enhancements that elevate your Salesforce data management to new heights. Expect powerful features that make it easier than ever to organize, visualize, and interact with your data.

Have you ever faced the hassle of previewing multiple files in Salesforce? We came across this very issue on Salesforce IdeaExchange—managing multiple files in Cases. The need for a more efficient way to manage attachments is something many users have expressed, highlighting the importance of a streamlined solution.

Salesforce users have long wanted an easy way to visually differentiate key data within list views and related list views

Welcome to the AGrid Winter ’25 release! Get ready for exciting new features that make managing and viewing Salesforce data simpler than ever. Whether you’re an admin or an end-user, this update brings tools to help you work smarter and faster, all without needing to write a single line of code.

Winter ’25 release of Media Manager introduces a host of new features to make managing media files in Salesforce easier than ever.

When troubleshooting Salesforce issues, providing access to support teams and identifying your Org ID are essential steps. This guide walks you through both processes in simple steps.

Companies in financial services, insurance, healthcare, logistics, and legal industries handle large volumes of unstructured documents daily. Traditional document processing methods rely on manual data entry, slow verification processes, and disconnected workflows, leading to inefficiencies, errors, and high costs.

Have you ever found yourself frustrated with the lack of inline editing for rich text fields in Salesforce list views? Managing and updating rich text fields can often become a time-consuming task, requiring you to open each record individually, make changes, and save them one by one. A similar concern was raised on Salesforce IdeaExchange, highlighting the inefficiencies users face without robust inline editing options for these field types.

Salesforce list views are an essential feature, giving users quick access to important records and helping streamline routine tasks. But what happens when you need more than just the basics? Can your list views adapt to complex requirements?

Salesforce provides essential tools for managing files and images, enabling users to attach and preview files within records. However, its native functionality lacks advanced features like comprehensive file organization, and enhanced file previews.

Filing an auto insurance claim is rarely a smooth process. Long wait times, unclear coverage details, and complex paperwork often make an already stressful situation even more frustrating for policyholders.

Salesforce offers robust file and image management capabilities, enabling users to attach and preview files across records. However, its native functionality can sometimes feel limiting for advanced use cases. For instance, Salesforce allows you to preview files within records individually, but what happens when you need to view all images in a carousel-like format without manually opening each one? Or when you need to categorize and search for files more efficiently?

Salesforce Related Lists are a handy feature, offering a simple way to display associated records. However, they often fail to adapt to complex, real-world needs, especially as businesses scale. Admins and users might find them adequate for straightforward tasks but cumbersome when deeper data analysis or dynamic relationships are required.

Managing files in Salesforce is essential for seamless workflows, but sometimes the native capabilities can fall short of business needs. Media Manager bridges this gap by offering both a free version and a premium version, catering to different levels of file management requirements.

Manufacturers in the Electrical and Electronics industry face increasing challenges in providing efficient and cost-effective customer support. Customers struggle with complex troubleshooting, leading to delays, frustration, and unnecessary downtime.

Handling complex data relationships in Salesforce can often feel like a puzzle missing key pieces. Standard Salesforce features often fall short when it comes to consolidating related records like opportunities or contacts under parent accounts. This leaves many users wondering: is there a way to easily view and manage related objects directly from a parent account?

Managing Salesforce files and attachments can often feel like navigating through a maze. Users face challenges such as disorganized file structures, inefficient navigation, and difficulties in accessing relevant files tied to specific records. These hurdles not only slow down productivity but also lead to frustration.

Salesforce license management is a critical aspect of maintaining cost efficiency and user productivity. Without an effective system, businesses risk overspending on unused licenses or running into compliance issues. Salesforce license optimization ensures that organizations make the most of their investment while keeping user access under control.

AGrid Spring’25 Release is just around the corner, bringing a fresh wave of powerful features and refinements to elevate your Salesforce grid experience. As we gear up for the release, here’s a sneak peek into what’s coming!

Media Manager introduces two powerful features this Spring’25 Release that make navigating, grouping, and managing files inside Salesforce simpler than ever with Media Manager!

AGrid Spring’25 is packed with powerful enhancements to make Salesforce data management faster, smarter, and more intuitive. This release builds on existing capabilities while introducing powerful refinements that make managing your records effortless.

If you’ve been following along, you already know the common Salesforce user management headaches: wasting hours on manual updates, juggling licenses that cost your company money, and struggling to keep permissions accurate and compliant. These issues aren’t just annoyances—they impact your team’s productivity, security posture, and ultimately, your company’s bottom line.

Creating or cloning a Salesforce user feels harmless—just a license here, a permission set there. Yet manual user management remains the silent budget-bleed in every org’s Salesforce user management playbook. Each click steals minutes, and every minute multiplies across onboardings, role changes, offboardings, and mass record moves. Add up the hours and you’ll uncover hidden costs that erode productivity, inflate spend, and expose compliance gaps. Below, we shine a light on seven expenses that stay invisible until user management stays manual.

Even seasoned Salesforce admins know that user setup itself isn’t the culprit—it’s when scale meets small mistakes that productivity grinds to a halt. One misclick in a complex environment can demand hours of repair. Here are the seven biggest time‐sinks, ranked by admin hours lost and the frustration they create. Time estimates come from community surveys and Trailblazer feedback.