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Technical Debt in Salesforce: A Primer

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.

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Why you should integrate ERP data into your CRM

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.  

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Impact Analysis in Your Org: 3 Ways to See Where a Field is Referenced

As you build your Org, complexity grows and even simple development activity can get complicated. To make changes safely, you need to be able to see how Objects and fields are connected. For example, if you are going to make a change to a field in the Account Object, you need a list of all the reports, layouts, formula fields, dashboards, etc. that reference it — in other words, anything that could be affected when you make that change. 

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