Salesforce Resources │ Own

3 Things to Keep in Mind When Planning nCino Integration

Prospective nCino cloud banking adopters should understand these three considerations before the implementation of this Salesforce partner.

Editorial Team

Digital Transformation

Salesforce Financial Cloud Is Shaping Customer Experience in Banking

Financial services can’t overlook security in the quest to improve customer experiences. Here’s what banks need to know about Salesforce Financial Cloud.

Editorial Team

Salesforce

4 Ways to Populate Your Salesforce Sandboxes

How can you get the data you need into your sandbox environments? Here are four options.

Editorial Team

Data Seeding

How to Streamline Salesforce Partial Copy Sandbox Testing and Training

While Partial Copy sandboxes are ideal for testing and training, there are some limitations to look out for. Here's how you can overcome them.

Editorial Team

Compliance

5 Salesforce Sandbox Seeding Challenges and How to Solve Them

Getting relevant, fresh test data for complete testing can be difficult and time consuming. Here are five challenges you're likely encountering...

Editorial Team

Data Seeding

Sandboxes Are Critical To Salesforce Development. So is Avoiding Errors.

While sandboxes help streamline Salesforce development, organizations must do so without preventable errors making it into production.

Mike Melone

Backup and Recovery

Why Your Critical Data Should Be Accessible Outside of Salesforce

In the unlikely event of another Salesforce service disruption, would you be able to access your critical customer information?

Mike Melone

Backup and Recovery

How Financial Services Companies Using Salesforce Can Remain Compliant with SEC 17a-4

Salesforce customers within financial services are subject to strict audit and storage requirements that could confuse even the savviest IT and compliance professionals. These include SEC 17a-4, the Financial Industry Regulation Authority (FINRA), and the Sarbanes-Oxley Act (SOX).

Editorial Team

Backup and Recovery

Top 4 Causes of Salesforce Data Loss That Could Impact Your Business Continuity

Despite the current situation, the majority of Salesforce data loss and corruption issues aren’t tied to major disasters. Here's how you can recover.

Mike Melone