GRAX Blog

Every operation performed in Salesforce creates a record that could provide insight into how a company interacts with its customers, manages opportunities, delivers services, and moves deals through the pipeline. Over time, these individual records accumulate into a historical record which, when properly prepared and analyzed, can reveal why outcomes occurred and how similar situations … Continued

What Is Salesforce Data Masking? What exactly is Salesforce data masking and how does it differ from encryption, tokenization, or anonymization? Salesforce Data Masking replaces sensitive data’s values in sandbox or non-production orgs with fake substitutes that look realistic enough to pass format validation: a name would still look like a name, and a phone … Continued

Traditional CRM workflows have, since their inception, helped organizations to manage customer relationships, track opportunities, and simplify business operations.  However, the sales, service, and marketing teams that rely on these workflow modes still face challenges such as manual data entry, inconsistent forecasting, slow response times, and disconnected data. Over the past few years, AI-powered Salesforce … Continued

Dreamforce is back in San Francisco, and it’s shaping up to be the biggest one yet. Three days at Moscone Center, tens of thousands of Trailblazers, and a full week of keynotes, product news, and parties packed into the streets of SoMa. If you’re heading out for it, this guide covers what you need to … Continued