Salesforce Optimization Tips

October 3, 2025

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 Outdated versions can quietly drain ROI, create security holes, and even derail big projects—while the latest updates unlock new features and faster wins.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

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.

October 1, 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.

October 1, 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.

October 1, 2025

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.