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Category: Salesforce and CRMs
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...
Securing Data in Motion With Salesforce Marketing Cloud
In this post, we look at how to move data in and out of Salesforce Marketing Cloud securely. When designing data exchange processes between Salesforce Marketing Cloud and external platforms,...
Security Guide: How to Protect and Monitor Salesforce
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. Recently, IBM published that...
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