Salesforce and CRMs Archives

Salesforce Admins Podcast: Trust Champion Prag Ravichandran

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...

MarTech in the Era of Consent

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...

Salesforce Quip Summer ‘20 Release: Here’s What You Need to Know

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...

Salesforce Summer ‘20 Release: Here’s What You Need to Know

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...

Salesforce Security: Why Enterprises Need A Tiered Administrator Structure

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...

New Template: Salesforce Data Retention and Destruction policy

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...