Steven
Welch

If you ask any Salesforce admin about the project they dislike the most, you’ll likely get a similar response: migrating data. It’s not that the tools are inadequate, they’re actually quite good, but more so that the risks are high and there’s little room for mistakes. When the data is imported correctly, the CRM functions … Continued

Most life sciences organizations didn’t put “rethink our CRM platform” on their strategic agenda for the year. The Veeva Salesforce split put it there anyway.  And for a lot of these organizations, it’s not a small thing to work through. It’s not just a version upgrade or a feature migration. It’s a change to the … Continued

CapStorm Technology Now Part of GRAX I’ll work my way to “What is CopyStorm” but what I want to start with is: Most of our customers can achieve 3–5 minute replication windows for analytics and reporting purposes in near real-time. When it comes to managing your business’s critical data, Salesforce is the clear leader, enabling … Continued

When teams talk about backup and disaster recovery in Salesforce, RPO and RTO come up constantly. But in practice, they’re often misunderstood, or worse, assumed. You’ll see vendors claim “point-in-time recovery,” but only run backups once per day. That leaves you exposed to nearly a full day of potential data loss. And when something actually … Continued

What Is the Salesforce Recycle Bin and Why Does It Exist? If you work in Salesforce long enough, you’ll eventually delete something you didn’t mean to. Sometimes it’s a single record. Sometimes it’s thousands. Either way, that moment of “we need that back” happens more often than most teams would like to admit. The Salesforce … Continued

Picking a Salesforce edition feels like a licensing decision. In practice, it’s closer to an architectural one, and most organizations don’t realize that until they’re already locked in. For the first year or two, the gaps between editions are mostly invisible. Deals get tracked, reports get pulled, the team moves on. Then someone tries to … Continued

Salesforce TDX 2026 is almost here, and if you work anywhere in the Salesforce ecosystem as a developer, admin, architect, or partner – the next few weeks deserve a spot on your radar.  Two days of intensive technical learning, hands-on sessions with the engineers actually creating the products you use, and participating in the community … Continued

In 2021, the average cost of a data breach hit a 17 year high. Last year, every data breach cost companies approximately $3.86M per incident. The current average is roughly $4.24M per data breach. Recently, representatives from top technology companies, including Google, Okta, Slack, and Salesforce, have created a partnership to develop a cybersecurity baseline. … Continued

If you’re evaluating Salesforce Shield, you’ve probably already hit the wall where native Salesforce security feels insufficient. Maybe compliance came knocking. Maybe legal asked a question about field-level data history that nobody could answer. Maybe your security team flagged that sensitive data sitting in Salesforce wasn’t encrypted at rest, and suddenly that felt less acceptable … Continued

How Are Veeva and Salesforce Connected? The shared architectural history of Veeva and Salesforce is profound – a history that defined how life science companies built their commercial capabilities for more than a decade. This shared history should be well understood before deciding on any data migration actions. What is Veeva in Salesforce and how … Continued

Most organizations are under the impression that they own their Salesforce data.  From their point of view, their teams are logging in every day for things like generating reports or updating dashboards. Looking at things through a practical standpoint, everything feels controlled. But ownership and access are not the same thing, and knowing the difference … Continued

A Salesforce data incident typically refers to any event that corrupts, deletes, overwrites, or misaligns Salesforce records, metadata, or object relationships. These incidents can be triggered by deployments, user errors, integrations, or schema changes. Understanding how they happen is the first step toward preventing them. Many Salesforce data incidents begin with what looks like a … Continued

Salesforce has become an essential customer relationship management (CRM) platform for businesses, aiding them in establishing strong connections with their customers. However, due to the large amount of data stored in Salesforce, it is crucial to ensure its security and integrity. With options ranging from Salesforce’s native solutions to specialized platforms like Own and GRAX … Continued