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Salesforce Security Pillar 2: System Access
It’s time for Part 2 of our Pillars of Salesforce Security series. If you’re not caught up, take a quick look back at our More details on App AllowListing can be found over here on this blog.) Remove unused integrations and limit data access Uninstall expired managed packages downloading Salesforce data. This can be achieved…
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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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Greg Poirier on the Shane Barker Podcast: Enterprise Sales and Decoding Product-Market Fit
The Shane Barker podcasts below feature our SVP, Greg Poirier, and talk about enterprise sales, decoding product-market fit, and growth hacking. A little bit of background on the speaker, Greg Poirier is a sought-after speaker and advisor specializing in marketing and sales operations for SaaS companies. He’s been featured on the Salesforce blog and in…
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Register Now: AMPlify Your Email Webinar!
Upcoming Webinar: AMPlify Your Email featuring Salesforce MVP, Eliot Harper. In this webinar, you will learn how to leverage unprecedented features in AMP for Email to create highly dynamic and interactive emails. You will also discover the capabilities of AMP for building rich and highly engaging email content using Salesforce Marketing Cloud. Join us on…
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Experience Cloud: An Admin’s Guide to Security
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 create and customize branded online communities for customer support, feedback, and more. For example, if a customer buys one of your organization’s products, they might…
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Register Now: Preference Management Best Practices Webinar!
Upcoming Webinar: Preference Management Best Practices with Salesforce featuring Salesforce MVP, VIEW WEBINAR RECORDING Meet the Experts: Eliot and Greg Eliot Harper is a Salesforce MVP and is widely acknowledged as an expert in marketing technology and Salesforce Marketing Cloud. He has written books on Marketing Cloud and regularly participates as a Subject Matter…
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Managing Consent with Salesforce Webinar
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 how to use this new canonical data model to manage an individual’s consent, while also complying to data privacy regulations. There are two opportunities to…
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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 Improve Salesforce Performance
Slow performance in Salesforce can be frustrating for users and a drain on business resources. While there are a number of potential causes for a slow system, there are two solutions you can employ right away that might just be the fix you’re looking for. In this post, we look at the most common challenges…
