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Articles & insights.

Practical guidance on Salesforce, data, and CRM strategy.

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    Salesforce Shield Platform Encryption: Keeping Data Safe

    As mentioned in our intro blog, Salesforce Shield: Bringing Compliance to the Cloud, customer information security is critical to Salesforce’s success. In this blog, we’re going to take a look at another part of Salesforce Shield Platform Encryption. When regulations require more protection Your data is already very secure. But to meet the increasingly demanding…

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    Salesforce Shield Event Monitoring: What You Need to Know

    If you haven’t heard, Salesforce Shield is a bundle of products that Salesforce has put together to help customers meet strict regulatory requirements concerning their data. Salesforce Shield Components Salesforce Shield Event Monitoring Salesforce Shield Field Audit Trail Salesforce Shield Platform Encryption Most successful businesses are not built on a hunch. That’s where data comes…

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    Salesforce Shield: Bringing Compliance to the Cloud

    Salesforce has always been known for the incredible investments they have made in ensuring their customer’s data is safe and secure. They have to — data is their business. Without the high level of trust that customers have in Salesforce’s security, Salesforce would not be the #1 CRM solution in the world. But some customers…

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    Getting Started with the New Salesforce Lightning Experience

    If you haven’t had a chance to see it or try it, you should immediately sign up for a developer org and see what all the fuss is about. What exactly is Lightning Experience? Lightning Experience is a next generation Salesforce UI that delivers many new features to benefit sales teams of all sizes. Salesforce…

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  • #DF15: 2015 Admin Keynote Highlights

    This year’s Dreamforce has seen the announcement of many remarkable new features such as Lightning Experience, IoT built on Thunder, and a great deal more. But one of the most exciting keynotes to look forward to this year, in this author’s opinion, is the new Admin keynote. It’s in this session that admins get recognition…

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  • #DF15: Attending the Circles of Success Breakout Sessions

    Trying to figure out what sessions to attend at Dreamforce can be one of the toughest things to do during one of the most exciting weeks of the year. And then there is just getting to the sessions on time in order to make the most of your week at this absolutely epic event. But one of my…

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  • #DF15: New in Sales Cloud: Lightning Experience – A New UI

    One of the most exciting announcements at Dreamforce this year is Salesforce’s newly designed UI for Sales. Dubbed the “Lightning Experience,” the new UI offers a number of improvements and features that will have a Sales user smiling from ear to ear. Lightning Experience comes packed with new features focusing on the Sales team’s productivity and…

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  • Empower Your Sellers in Real-Time with Salesforce Engage

    With the Salesforce acquisition of ExactTarget in 2013, and subsequently Pardot, we have been anticipating exciting growth for Salesforce in the area of marketing automation. In Summer ’15 we’re going to see an exciting new feature released called “Salesforce Engage”. This new feature is an extension of Pardot’s marketing automation solution integrated directly into Salesforce.…

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  • From Customizable to Collaborative Forecasting

    When Salesforce introduced Customizable Forecasting we saw an amazing tool for sales teams to communicate essential views on their opportunities to management. It allowed sales reps to paint a clear picture of the numbers based on their real-world experience that was previously lost within the rigid confines of system-defined parameters. Having this ability within their…

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