Blog

Fintech startups and SMEs often accumulate hidden Salesforce technical debt—like unused fields, outdated automations, and insecure integrations—that slows growth, increases compliance risk, and lowers ROI.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.

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.

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.

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.

This guide will walk you through the essential steps to create a Salesforce Integration User, ensuring that you get one-step closer to following Salesforce and integration best practices.

5 ways multi-touch attribution can help with accurately calculating customer acquisition cost.