Tag: Salesforce

With effective integration, your business can use data from different applications and systems in a unified way — as we like to say, your data is your most valuable asset, and if you don't have a proper way of bridging the gap between business systems, you won't be able to act on it in the way...

Sales and Finance teams are two sides of the same coin — a profitability coin, that is. Both are critical to a company’s ability to succeed, and both need accurate data to work effectively. Yet the standard practice, when a company reaches a certain level of growth, is to have both teams...

Customers want digital experiences that make their lives easier and wallets lighter. However, they have a complicated relationship with their personal data. They don’t trust most companies, but they also won’t stop sharing information with them.  Salesforce’s 2020 State of the...

Early last year, Salesforce announced that they would be requiring their customers to use multi-factor authentication (MFA) on all Salesforce products, beginning February 1, 2022. With less than a week before this new cybersecurity measure is implemented, we wanted to walk you through...

Salesforce is an incredibly powerful system that nearly every department in an organization relies on. But as the platform evolves and businesses grow, complexity grows along with it — and without effective controls for managing that complexity, businesses can expose themselves to...

As you build your Org, complexity grows and even simple development activity can get complicated. To make changes safely, you need to be able to see how Objects and fields are connected. For example, if you are going to make a change to a field in the Account Object, you need a list of all the...

Your Salesforce Org stores a lot of sensitive information — and to help you properly protect it, the platform introduced a built-in data classification tool as a part of its '19 summer release. The tool allows you to add data classification tags to any field in a standard or custom object,...

Keeping the pace of change is a constant challenge for systems and IT teams running Salesforce. Luckily, the platform comes with a ton of built-in tools to help with discovery, impact analysis and change management. In this post, we’re taking a look at one of them — the schema builder....

In this post, we’re sharing a short video demonstrating some of the ways you can dig deeper into your access controls — and prove compliance to auditors. With Netwrix Flashlight When Salesforce comes into the scope of an audit, your auditors will want to know who has the ability to view...

For several years now, Salesforce has been the CRM of choice for ambitious organizations. The platform’s many benefits — including its customizability and extensive app ecosystem — makes it extremely capable of growing alongside rapidly evolving organizations. The result is that, for many,...