Blog

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.

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 Outdated versions can quietly drain ROI, create security holes, and even derail big projects—while the latest updates unlock new features and faster wins.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.

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!

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.

Fintech startups and SMEs often accumulate hidden Salesforce technical debt—like unused fields, outdated automations, and insecure integrations—that slows growth, increases compliance risk, and lowers ROI.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