Guide Archives

Guide

The Wealth Manager’s Guide to Salesforce Financial Services Cloud

This new resource from CloudKettle provides a comprehensive guide to Salesforce’s Financial Services Cloud (FSC) and its benefits for Wealth Management firms and Financial institutions. Whether you’re an existing Sales […]

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Guide

The State of Salesforce Security 2024

See how your org stacks up against Admins and Users from across North America

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Guide

Salesforce Data Cloud Acronym Guide

Salesforce Data Cloud is rapidly emerging as the foundation for unifying customer data across Salesforce’s product suite and unifying diverse data sets from various platforms into a single customer view. […]

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Guide

The New Salesforce MFA Requirements

Overview of Salesforce MFA In February of 2022, Salesforce started mandating that all customers enable multi-factor authentication (MFA) for their users regardless of how they access their accounts. Beginning April […]

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Guide

Enhancing Data Security

A Deep Dive into API Access Control in Salesforce In this new guide from CloudKettle, explore the critical aspects of API access control and how it can contribute to enhanced […]

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Guide

Salesforce for Outlook Retirement

Salesforce has introduced several integrations for Outlook over the years. While similarly named, these integrations have differences in terms of scope and functionality. This resource will help readers to understand […]

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