You likely fell in love with Salesforce because of its flexibility. With its 'no-code' customizability and extensive range of third-party apps, the platform is endlessly configurable — and while that make it possible to set up your Org in any number of ways, it also makes it difficult to tighten broad security controls.
Happy Cybersecurity Awareness Month (CSAM)! Did you know that the loss of critical, and often sensitive, information can severely impact the profitability and innovation of your organization? And with consumer awareness of data protection on the rise, it’s no surprise that data security has become a mandatory responsibility for organizations running Salesforce.
With effective integration, your business can use data from different applications and systems in a unified way — as we like to say, your data is your most valuable asset, and if you don't have a proper way of bridging the gap between business systems, you won't be able to act on it in the way that you should.
With that in mind, we've teamed up with Breadwinner, a leading integration solution between Salesforce and finance software, to give you insight as to why data integration is critical to a successful business. Read on to hear Breadwinner's take on how proper data integration can streamline your business processes.
An ambitious startup with an IPO as an eventual goal can save themselves a lot of trouble by thinking about compliance early — but it’s not always an easy feat. From hiring to implementing systems to creating efficient processes, there’s no shortage of roadblocks for startups trying to get off the ground.
As more companies adopt cloud-based enterprise systems, and more business processes are housed by those systems, the need for highly skilled administrators has grown considerably. In addition to managing the day-to-day operations of these systems, administrators now own key parts of big-picture goals like compliance and change management.
A few weeks ago, we sat down with four IT, systems and audit experts to discuss SOX compliance and business systems. You can watch on demand the full panel discussion on audit prep here — but one of the key takeaways was that, for our panelists, preparing their team was just as important as preparing their systems.
Out-of-the-box, Salesforce can get you much of the information you need to pass a SOX audit. But there are gaps, and the process can be frustrating and time-consuming. Before you start, it’s important to understand what you can — and can’t — do in your Org already.
Technical debt in Salesforce is unavoidable as your business evolves — in many ways, it’s the cost of development. The longer you’ve been running Salesforce, the more likely it is that you’ve accumulated technical debt, such as unused customizations, obsolete roles and permission sets, and more.
Sales and Finance teams are two sides of the same coin — a profitability coin, that is. Both are critical to a company’s ability to succeed, and both need accurate data to work effectively. Yet the standard practice, when a company reaches a certain level of growth, is to have both teams working in their own silos — Sales in a CRM, like Salesforce, and Finance in an ERP like NetSuite.
As your business grows, so will your Org. And while a highly customized Salesforce Org reflects a booming business, there’s a critical difference between necessary complexity and technical debt.