Blog

September 12, 2025

Giving everyone Salesforce System Admin access might feel convenient, but it’s a ticking time bomb. One wrong click (or one phishing email) can cost millions, damage your reputation, and leave your data wide open. The key is following the Principle of Least Privilege—only grant the access people truly need. Salesforce offers safer alternatives like Delegated Admins, “Manage Users” permissions, and even custom “Admin Lite” sets to keep things running smoothly. Locking down access isn’t just smart security—it’s cheaper than cleaning up after a breach.

August 27, 2025

Nonprofits often face costly and inefficient options when managing Salesforce, from hiring full-time staff to relying on inconsistent consultants. Fractional Salesforce support offers a cost-effective, scalable alternative—providing expert, ongoing help at a predictable monthly rate without the overhead. With access to a full team and proactive maintenance, nonprofits can maximize ROI and focus on their mission instead of technical headaches.

August 27, 2025

Fintech startups and SMEs often accumulate hidden Salesforce technical debt—like unused fields, outdated automations, and insecure integrations—that slows growth, increases compliance risk, and lowers ROI. This blog explains how to identify and eliminate that debt through metadata audits, permission reviews, and Summit One’s Free 24-Hour Salesforce Health Check. Optimizing your existing org can boost agility, reduce costs, and unlock more value from your Salesforce investment.

May 20, 2025

Discover how Fanconi Cancer Foundation streamlined their complex research grant management process by migrating to Salesforce’s Outbound Funds Module. By integrating FormStack and DropBox, automating workflows, and centralizing data, FCF drastically reduced manual effort, improved collaboration across all stakeholders involved in the grant lifecycle, and significantly enhanced their financial tracking - all while staying within their managed services budget. Learn how this transformation empowered FCF to focus more on advancing scientific research and less on administrative tasks.

May 20, 2025

A growing startup’s CFO discovers their Salesforce data has been manipulated due to a preventable SOQL injection attack, leading to chaos and exposing the company to financial, legal, and reputational risks. This guide outlines how organizations can proactively identify, assess, and secure SOQL queries using best practices like bind variables, input validation, and regular security audits.

May 20, 2025

Salesforce SOQL Injection attacks put your organization at risk of all the consequences tied to a customer data breach. Take proactive steps to recognize and mitigate these vulnerabilities.