Salesforce Optimizaion

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Fintech startups and SMEs often accumulate hidden Salesforce technical debt—like unused fields, outdated automations, and insecure integrations—that slows growth, increases compliance risk, and lowers ROI.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