Step by Step: Perform a Quick Audit & Cleanup Your Salesforce Connected Apps
Uncover the silent threats hiding in your Salesforce Connected Apps and follow this quick, streamlined process to secure, clean up, and optimize your org.
Read moreDive into the industry's latest news & how it's impacting your org, simple step by step solutions for org efficiency & our very own customer success stories!
Uncover the silent threats hiding in your Salesforce Connected Apps and follow this quick, streamlined process to secure, clean up, and optimize your org.
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The International Refugee Assistance Project (IRAP) transformed its Salesforce operations—streamlining data processes, reducing workload by over 30%, and empowering its global team to focus on helping more refugees worldwide.
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Recent cybersecurity breaches—including one exploiting fake Salesforce Data Loader apps—have exposed how easily connected apps can become gateways for hackers. This post breaks down what went wrong and outlines practical steps every organization can take to secure their Salesforce environment and prevent becoming the next victim.
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Think your managed packages are “set it and forget it”? Think again. Outdated versions can quietly drain ROI, create security holes, and even derail big projects—while the latest updates unlock new features and faster wins. Staying current isn’t just maintenance—it’s your ticket to a safer, smarter, and more powerful Salesforce org.
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Granting everyone Salesforce Admin access might seem convenient, but it’s a massive security risk—one wrong click can expose data and cost millions. Follow the Principle of Least Privilege instead, using Delegated Admins or “Admin Lite” permission sets to keep your org secure and compliant. Read how!
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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.
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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.
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Jay Judas
CEO at Life Insurance Strategies Group
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