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Insights and best practices from our Salesforce experts.

Salesforce Backup: Own, OwnBackup, Gearset, or Native, Which Actually Restores?Salesforce Audit
Digital Stratify Team
6 min read

Salesforce Backup: Own, OwnBackup, Gearset, or Native, Which Actually Restores?

Salesforce is not backed up by default. Half the "backup solutions" you buy cannot actually restore under pressure. Here is the honest comparison, and the restore test nobody skips.

#Security#Comparison#Best Practices
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Salesforce for Banks: ACPR, AML and the Compliance Layer That Actually WorksSalesforce Audit
Digital Stratify Team
7 min read

Salesforce for Banks: ACPR, AML and the Compliance Layer That Actually Works

Banks buy Salesforce for the same CRM everyone else uses, then discover they cannot deploy it the way everyone else does. Here is the honest guide to the compliance layer.

#Security#GDPR#Europe
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Salesforce Security Best Practices 2026: The 12-Point ChecklistSalesforce Audit
Digital Stratify Team
6 min read

Salesforce Security Best Practices 2026: The 12-Point Checklist

Salesforce is not insecure, but it becomes insecure the moment a busy admin skips one of these twelve controls. Here is the 2026 checklist we run on every audit.

#Security#Best Practices#GDPR
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Refactoring a Legacy Salesforce Org Without Breaking ProductionSalesforce Audit
Digital Stratify Team
7 min read

Refactoring a Legacy Salesforce Org Without Breaking Production

You inherited a 10-year-old Salesforce org and everything is fragile. The temptation is to rebuild. The right answer is usually to refactor, in a specific order that keeps the business running.

#Technical Debt#Migration#Apex
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Salesforce Connected Apps: Audit, Govern, Secure, Before They Own YouSalesforce Audit
Digital Stratify Team
6 min read

Salesforce Connected Apps: Audit, Govern, Secure, Before They Own You

Every Salesforce org accumulates Connected Apps like it accumulates dust. Most have expired tokens, forgotten scopes, and unknown owners. Here is the audit and governance playbook.

#Security#Best Practices
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Anonymizing Salesforce Sandboxes: Data Mask, Apex Scripts, and the AlternativesSalesforce Audit
Digital Stratify Team
6 min read

Anonymizing Salesforce Sandboxes: Data Mask, Apex Scripts, and the Alternatives

Refreshing a sandbox with production data is fast, and, since 2018, a GDPR violation. Here is the pragmatic guide to anonymizing sandboxes without slowing every developer down.

#GDPR#Security#DevOps
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Rescuing a Failed Salesforce Project: Save, Rebuild, or Walk Away?Salesforce Audit
Digital Stratify Team
7 min read

Rescuing a Failed Salesforce Project: Save, Rebuild, or Walk Away?

When your Salesforce project is bleeding budget and adoption is flat, the honest question is not "how do we finish?", it is "save, rebuild, or walk away?" Here is the framework we use to decide.

#Migration#Adoption
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Salesforce Technical Debt: The 8 Indicators We Measure in Every AuditSalesforce Audit
Digital Stratify Team
7 min read

Salesforce Technical Debt: The 8 Indicators We Measure in Every Audit

Every Salesforce org accumulates technical debt, the question is whether you can see it. Here are the 8 indicators we measure in every audit, with the thresholds that decide "cleanup" vs "refactor" vs "re-implement".

#Technical Debt#Apex#Flow
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Salesforce Health Check: How to Read Your Score, and Actually Act on ItSalesforce Audit
Digital Stratify Team
6 min read

Salesforce Health Check: How to Read Your Score, and Actually Act on It

Your Salesforce Health Check score is not a compliance stamp. Here is what each dimension really means, what to fix first, and how to close it from "yellow" to green in 30 days.

#Health Check#Security
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