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Articles & insights.
Practical guidance on Salesforce, data, and CRM strategy.
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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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Thriving as a Salesforce Consultant in an Uncertain Economy
In a world of economic uncertainty, Salesforce consultants stand tall, armed with the skills and adaptability needed to navigate any challenge. By proactively learning, networking, and adapting to change, they transform businesses and find success in the most turbulent of times. Join us as we explore how these tenacious professionals turn clouds of uncertainty into…
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Quick Text Warms Up Salesforce Users This Winter ’19
Several releases back, Salesforce introduced new productivity tools to help users with their repetitive tasks. The one we are featuring here is quick text; the other is Macros, which we’ll explore on another blog. Quick text allows users to insert a standard comment or note on a record to answer common questions or record quick…
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Why Choose Salesforce
Evaluating your next CRM Salesforce has built a reputation for being the #1 CRM Platform on the market. They continue to evolve and push the boundaries of technology, bringing amazing features to their customers. But Salesforce licenses are not cheap. No, not when you look at the up-front costs associated with purchasing licenses and implementation.…
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Using Trailhead for more than just Salesforce
Did you know you can find online lessons for far more than just Salesforce topics on Trailhead? For learning Salesforce it’s an amazing tool. But it even has non-Salesforce content such as Knowing yourself as a Leader Become a Great Manager Drucker School—Customer & Market Strategy And many others! Check out Trailhead and start your…
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