November 17, 2020·Salesforce Experience Cloud (formerly Community Cloud) is a powerful way for organizations to connect with their customers, partners, and employees. The Experience Cloud platform provides organizations with the tools to... Read More
Upcoming Webinar: Preference Management Best Practices with Salesforce featuring Salesforce MVP, Eliot Harper, and Director, Salesforce Marketing Cloud, Greg Bates. In this webinar, you will learn how to effectively...
If you’re just getting started with Tableau CRM (formerly Einstein Analytics), we’ve written a comprehensive blog post to help you do just that. In today’s post, however, we’ll be taking...
Pardot lead scoring is a powerful way for enterprise marketers to track prospects, segment leads by level of interest in order to deliver tailored content, and qualify leads so they...
Upcoming Webinar: Managing Consent with Salesforce featuring Salesforce MVP, Eliot Harper, and Salesforce System Architect, Ryan O’Sullivan. In this webinar you will discover the consent management objects in Salesforce, and...
Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been...
In my previous post, I explained current and emerging data protection regulations and the different considerations when designing and implementing a consent management framework. In this post, I explain how...
This Salesforce Admin podcast features Trust Champion Prag Ravichandran and talks about good Salesforce security practices focusing on multi-factor authentication. A little bit of background on the speaker, Prag is...
We provide our consent every day, often without a second thought. We’ve adapted to automatically clicking through distracting ‘accept’ buttons on website pop-ups, or those obligatory checkboxes when completing various...
In April 2020, Salesforce Quip announced they were offering Quip for free to help teams working from home collaborate seamlessly. This post shares our team’s top three favorite features from...
In advance of each Salesforce release, our team spends hours reviewing the new features, changes, and announcements. Last year, in the spirit of Ohana, we decided to start sharing these...
Does it really matter how many users in your Salesforce org have administrative permissions? Are there risks associated with having too many Salesforce Admins? If so, how can we mitigate...
Our newest resource is a template designed to help enterprise Salesforce teams develop their own Salesforce Data Retention and Destruction policy. As the hub of customer data, Salesforce is a...
As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.
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