CRM

Key Takeaways Transform raw event logs into real-time insights for security, performance, and adoption. Detect session hijacking and credential stuffing with the new “Threats & Access” dashboard. Identify slow Lightning pages and Apex bottlenecks to ensure peak platform stability. This summary was created with AI and reviewed by an editor. As organizations scale, they can […]

Let’s remove the AI from the conversation for a moment, and just talk human to human. If you are a leader at a bank, a wealth management firm, or any other area in financial services right now, I bet your inbox is full of pitches from every possible angle. Every startup, every tech giant, every

Key Takeaways Becoming a data-driven small business starts with centralizing marketing data in a unified customer relationship management (CRM) platform. Continuous measurement of key business metrics is the key to the data-driven marketing strategy. Using a tool like Salesforce CRM for audience segmentation and personalization allows small businesses to deliver the right message to the

Key Takeaways Embracing a Salesblazer mindset means focusing on growth and using technology to serve the business. Hear advice from Niti Praveen, CEO and Salesblazer, on community, business, and AI. Operationalizing early and investing in agentic tools, like Agentforce 360, can help small teams compete with larger organizations. This summary was created with AI and

Recently, Salesforce Security has been tracking an increase in threat actor activity targeting misconfigurations of publicly accessible sites. Specifically, we have identified a campaign in which malicious actors are exploiting customers’ overly permissive Experience Cloud guest user configurations to potentially access more data than targeted organizations intended. It is important to note that Salesforce remains

Key Takeaways Vertical AI agents are specialized smart tools that simplify specific business functions, offering immediate returns for small businesses. They’re becoming a fundamental requirement for small and medium businesses (SMB) to compete effectively in a fast-paced market. By integrating with a customer relationship management (CRM) tool, these agents can automate tasks across sales, service,

For most organizations, data and analytics remains a cost center—a massive investment in lakes and warehouses that hasn’t yet paid its way. Businesses have hired brilliant analysts. Yet, for the average employee, data remains a friction-filled resource.  When a sales leader needs to know why revenue is dipping, they shouldn’t have to log a ticket

Code Extension resolves a dilemma an architect faces: the need to operationalize complex data manipulations without leaving the Salesforce trust boundary. Traditionally, handling advanced requirements like parsing complex XML, managing encrypted data, or designing custom AI chunking algorithms, led architects to export data to external systems or rely on unmanaged local scripts.  Moving the data