CapStorm Blog

Financial institutions have come to rely on Salesforce as a critical tool for extracting valuable insights from data. When using Salesforce for financial data, there are vital strategies and best practices financial institutions can take to ensure long-term success and compliance.

The Dodd-Frank Wall Street Reform and Consumer Protection Act, more commonly known as Dodd-Frank, has led to a new era of regulatory oversight in the financial industry. This landmark legislation, enacted after the 2008 financial crisis, aims to enhance transparency, accountability, and stability in the financial sector.

Throughout history, the financial industry has stood at the forefront of technological innovation. As these institutions leverage advanced tools like Salesforce to enhance customer experiences and streamline operations, they encounter new data management and protection challenges simultaneously. And now, as technology continues to advance, there are also additional risks that can seriously undermine a financial organization’s business operations. So, that’s why a self-hosted Salesforce backup solution is a strategic tool for companies in the financial and banking sectors.

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.

When dealing with data management, safeguarding critical information is essential. Because Salesforce holds valuable business data, it is vital that not only should your Salesforce org be backed up, but your backup should be protected as well. One effective method for securing Salesforce backups is through database snapshots.

Data is the lifeblood of any business, particularly in today’s digital age, where customer insights can make or break a company. However, as Uncle Ben once told Peter Parker, “With great power comes great responsibility.” So if your organization collects and processes personal data, you must ensure it complies with ever-changing data protection regulations. Enter data governance – the practice of managing the availability, usability, integrity, and security of an organization’s information.

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.

Welcome to our Data Unleashed web series. This web series represents a collection of ideas, lessons learned, and use cases accumulated by serving Salesforce customers over the past 12+ years. If your organization uses Salesforce, this web series was designed specifically for you.