Our newest resource is a template designed to help enterprise Salesforce teams develop their own Salesforce Data Retention and Destruction policy. As the hub of customer data, Salesforce is a...
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Tag: data integrity
Seven Simple Steps for Creating Effective Reports
Often the hardest part of creating effective reports is deciding what information needs to be conveyed. Have you ever been given a vague idea of what questions need to be...
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Cross-Channel Data Cleanliness Best Practices
The ability to use cross-channel data in analytics can be extremely valuable if done correctly. In this post we give an overview of foundational cross-channel data cleanliness best practices in...
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Security Guide: How to Protect and Monitor Salesforce
As the cost and risks associated with data breaches continue to climb, cybersecurity is a topic that should be a priority for every B2B SaaS company.
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