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Articles & insights.
Practical guidance on Salesforce, data, and CRM strategy.
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A Data Quality Framework for Salesforce Orgs
Bad data isn’t a one-time cleanup project — it’s a system. A simple framework for measuring, fixing, and keeping Salesforce data healthy.
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Stop Treating Sandboxes Like an Afterthought
Most orgs have sandboxes that drift, get mismatched, and quietly burn engineering hours. A sandbox strategy isn’t fancy — it’s the difference between safe deployments and Friday-night surprises.
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Is Salesforce Shield Worth It? A Practical Cost-Benefit Look
Salesforce Shield isn’t cheap. Whether it’s worth it comes down to which of the three components actually solves a problem your org has.
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Building Salesforce Dashboards Your Executives Will Actually Use
Most executive Salesforce dashboards get opened twice and abandoned. Here’s a layout, content, and review pattern that keeps them in the rotation.
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Flow vs. Apex: How to Decide Without Religious Wars
Flow or Apex? The honest answer is “it depends” — but on what? A practical decision framework for picking the right tool for the job.
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Permission Set Groups: A Practical Guide to Replacing Profiles
Salesforce is winding down Profiles. Here’s a practical, no-drama plan for moving to Permission Set Groups without breaking your org along the way.
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5 Salesforce Admin Shortcuts That Save Hours Every Week
Five Salesforce admin shortcuts that quietly save 30+ minutes a day — keyboard shortcuts, inline edits, scheduled reports, and the Setup tricks most admins miss.
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Transitioning to Permission Sets and Permission Set Groups vs. Profiles
Discover the benefits of transitioning from Profiles to Permission Sets and Permission Set Groups in Salesforce for enhanced security and flexibility. Learn how EpiGrowth can help guide your organization through this crucial change, ensuring a more secure and efficient Salesforce environment.
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Bolstering Salesforce Security with Multi-Factor Authentication: A Consultant’s Perspective
Discover the importance of Multi-Factor Authentication (MFA) in Salesforce through a consultant’s personal journey. Learn how MFA can strengthen security, protect sensitive data, and find out how a security audit can help identify vulnerabilities in your Salesforce organization.
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