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CRM Analytics Development Lifecycle: Production vs. Sandbox
When CRM Analytics is selected as a Business Intelligence application for data visualization, a common question always arises: Should we develop in Production or in a Sandbox? In this post, we will cover advantages and disadvantages of using Production and Sandbox for any CRM Analytics development projects, and also cover the Admin responsibilities when it
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Creating Effective User Stories for Salesforce
When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need to complete the project successfully. What Is a User Story? A User Story is essentially a task – a piece of work that needs to
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Preparing Data Using CRM Analytics: A Sample Recipe
Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated machine learning/AI models by themselves. Einstein Discovery is known for creating sophisticated models, but the data provided must be good quality (remember: garbage in, garbage
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How to Measure Salesforce Process Performance
In a previous post, we shared the most common challenges Salesforce admins and developers face when it comes to Salesforce org performance and speed. Now, we’ll show you how to benchmark and measure Salesforce org process times for determining where maintenance and improvements are needed. Using the Developer Console to Measure Salesforce Org Process Performance
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How to Manage Technical Debt in Salesforce
Managing technical debt is a challenge almost all enterprises face. As Salesforce orgs age and the companies they service grow in complexity, technical debt accumulates. While a small amount of technical debt is normal, a Salesforce org that contains too much technical debt is brittle, can have performance issues, and is increasingly more expensive to maintain over
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6 Salesforce Security Best Practices
This post is for Salesforce Admins who want to learn more about advanced security best practices. If you haven’t already, we recommend you read Salesforce Security: Admin Checklist before you read this post. In it, we cover basic Salesforce security best practices your organization should be following. Salesforce Security Myths Before we dive into best
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Top Five Salesforce Security Tips to Make Your Instance More Secure
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 the average cost of a data breach is $3.86 million. With so much at stake, organizations can’t afford to ignore security best practices. With Salesforce
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Salesforce Security: Admin Checklist
The following post was written by Prag Ravichandran Kamalaveni, Salesforce Practice Lead at CloudKettle. Prag is an experienced consultant and an avid supporter of the Salesforce community. In addition to being a 6X Salesforce certified consultant, he has helped more than 250 people become certified as either Salesforce Administrators or Developers. Prag, was selected to speak at
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Why SaaS Companies need a CRM
Do You Need a CRM? Not every organization needs a CRM, but they are particularly important for Software as a Service (SaaS) companies that have a B2B enterprise sales model. When deciding if you need a CRM, there are a few simple questions you can ask to determine if one is a worthy investment. If
