The Seer
THE BIG PICTURE
6 Tips to Optimize Your Salesforce Data Recovery Plan
5 Ways Salesforce Testing and Automation Cut Delivery Costs
In 2024, 30.2% of businesses experienced data loss, up from 17.2% in 2023. A well-planned Salesforce data recovery plan gives organizations the tools and guidance they need to quickly return to operations after a data outage and avoid costly downtime.
There are far too many potential sources of data loss to completely guard against all of them. Those who fail to plan for worst-case scenarios are setting themselves up for loss of consumer trust, compliance failures, and massive amounts of lost money.
Salesforce runs revenue operations, customer service, partner ecosystems, and increasingly, custom applications that differentiate the business. Yet as Salesforce footprints expand, so do delivery costs. More releases. More integrations. More configuration. More risk.
The instinctive response is often to hire more admins, more developers, and more contractors. But scale does not solve structural inefficiency. Manual testing cycles, reactive fixes, and inconsistent governance quietly inflate costs long before they appear in a budget review.
Testing and automation change that equation. Not as tactical accelerators, but as systemic cost controls. When embedded into the Salesforce delivery lifecycle, they reduce manual touchpoints, compress production timelines, and prevent the kinds of errors that create downstream rework and audit exposure.
Industry Pulse
How AutoRABIT + nCino Help Banks Drive Salesforce Digital Transformation
Why Patchwork Salesforce DevOps Tools Create Risk for Banks
Banks looking to streamline processes and increase the value they offer their customers will see huge benefits from combining the power of AutoRABIT and nCino on Salesforce. Banking customers expect state-of-the-art software and mobile capabilities.
Any bank that doesn’t offer these capabilities will fall behind their competition. The financial services industry is among the most frequent targets for cybercriminals. Having a constantly updated data security approach is critical to properly protecting sensitive data.
Banks operate in one of the most heavily regulated and risk-sensitive environments in the world. Every system, workflow, and data movement must be visible, controlled, and auditable. Yet many financial institutions have quietly built Salesforce DevOps processes that resemble a patchwork of disconnected tools.
A code-scanning solution from one vendor. A deployment tool from another. Separate platforms for backup, security monitoring, and compliance reporting.
Each tool solves a specific problem. Together, they often create a new one.
Expert Voices
Salesforce AppSec: A Comprehensive Guide to Key Application Security Acronyms
Bringing DevOps Discipline to Salesforce Data Cloud
In the realm of application security, many industry experts often refer to acronyms and as a developer, decoding these acronyms is crucial, as they represent key facets of safeguarding your applications.
In this guide, we’ll unravel the top 7 application security acronyms, offering not just their definitions but also insights into how code scanning tools address potential vulnerabilities, along with a glimpse into real-world examples of potential hacks.
For many organizations, Salesforce Data Cloud is becoming a strategic foundation for unified customer data.
It aggregates data from across systems, harmonizes identities, and activates insights across sales, marketing, and service workflows. For many organizations, it’s the engine behind real-time customer engagement and AI-driven experiences.
But while Data Cloud unlocks new capabilities, it also introduces a new operational challenge: how do you manage, version, and deploy Data Cloud configurations with the same discipline applied to the rest of the Salesforce ecosystem?
Beyond the Buzz
How Do Salesforce Deployment Tools Expedite Release Cycles?
Rethinking Salesforce Change Sets Management Altogether
Human error is continuously labeled as the leading cause of data loss. Salesforce deployment tools reduce the potential for human error by automating critical quality and security processes in the DevOps lifecycle.
A streamlined release cycle enables organizations to be more flexible and agile in their responses to software needs. Eliminating errors and automating time-consuming manual processes enable faster delivery of features and updates.
Salesforce change sets have been the default way for Salesforce teams to move metadata between environments for more than a decade. They exist as a native, low-code option that even smaller teams can leverage without external tooling.
At their best, change sets let admins push a handful of fields, small automation tweaks, or urgent configuration changes without writing a single line of code. But as Salesforce usage has grown more complex and the demands of compliance, quality, and speed have intensified, the limits of this model have become increasingly clear.
We’ll explore these six aspects of rethinking Salesforce change sets management:
