Salesforce Optimization Tips

October 29, 2025

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.

October 14, 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 Outdated versions can quietly drain ROI, create security holes, and even derail big projects—while the latest updates unlock new features and faster wins.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.

November 12, 2025

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!

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.