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Insights and best practices from our Salesforce experts.

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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Salesforce Health Cloud: When It Is Worth the Upgrade, and When It Is NotData & Analytics
Digital Stratify Team
6 min read

Salesforce Health Cloud: When It Is Worth the Upgrade, and When It Is Not

Health Cloud is the industry cloud everyone in healthcare is being sold. Sometimes it earns its price. Sometimes a well-configured Service Cloud does the same job for a third of the cost. Here is how to tell.

#Service Cloud#GDPR#Comparison
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Brevo ↔ Salesforce Connector: Sync Email Marketing and CRM Without the Copy-Paste TaxIntegrations
Digital Stratify Team
6 min read

Brevo ↔ Salesforce Connector: Sync Email Marketing and CRM Without the Copy-Paste Tax

You bought Brevo for email marketing and Salesforce for CRM. The moment you sync them, you either save your team hours a week, or you create the most confusing double-source-of-truth in your stack. Here is the honest guide.

#Marketing Cloud#GDPR#Europe
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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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GDPR-Compliant Salesforce: The Complete Setup Guide for EU CompaniesSalesforce Audit
Digital Stratify Team
10 min read

GDPR-Compliant Salesforce: The Complete Setup Guide for EU Companies

Salesforce can be fully GDPR-compliant, but not out of the box. EU data residency, consent management, retention policies, right-to-erasure workflows: the concrete configuration checklist for 2026.

#GDPR#Security#Europe
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