Generated by All in One SEO v4.9.6.2, this is an llms.txt file, used by LLMs to index the site. # CRMNinjas Your Salesforce Experts ## Sitemaps - [XML Sitemap](https://crmninjas.io/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Einstein Activity Capture - Email Changes you need to know now](https://crmninjas.io/einstein-activity-capture-email-changes-you-need-to-know-now/) - Salesforce issued a Big EAC change recently: your emails can now be first‑class Salesforce Activities! 📧 The Summer ’25 release introduced “Sync Email as Salesforce Activity.” Turn it on and captured emails become native Email Message + Task records—reportable, automatable, and API‑friendly. You can even backfill up to 180 days. Privacy controls got sharper, too: - [Unlock the FREE win in your org: Sales Engagement Basic](https://crmninjas.io/unlock-the-free-win-in-your-org-sales-engagement-basic/) - If your SDRs and BDRs still juggle spreadsheets and inboxes, you’re leaving speed (and sanity) on the table. Salesforce's Sales Engagement Basic gives Enterprise Edition orgs 100 licenses you can activate today—opening up quick cadences, work queues, and native email productivity without buying anything new! Pair it with Einstein Activity Capture to autolog emails and - [How to outsource Salesforce management](https://crmninjas.io/blog-what-is-salesforce-outsourcing-admin/) - Salesforce administration services is the technological backbone of many successful companies with the power to drive digital transformation and business innovations. The platform supports the personalized experience that your customers expect from modern businesses. Salesforce promises a 360-degree view of your customers, with powerful features for sales, marketing, service, commerce, and virtually every aspect of - [Expert Salesforce Deployment Best Practices 2025](https://crmninjas.io/salesforce-deployment-best-practices/) - Learn Salesforce deployment best practices from a real admin. Avoid change set issues, sandbox mistakes, and push cleaner releases to production. - [How to DIY a Salesforce Security Audit — Assess Data Protection](https://crmninjas.io/how-to-diy-a-salesforce-security-audit/) - How to DIY you Salesforce Security to audit & uncover risks, fix vulnerabilities, and strengthen data protection using built-in tools and expert best practices. - [Salesforce Data Security Best Practices in 2025](https://crmninjas.io/salesforce-data-security-best-practices-in-2025/) - Protect your org in 2025 with Salesforce data security best practices — MFA, audits, monitoring, and more from the experts at CRMNinjas. - [How to implement multi-factor authentication in Salesforce](https://crmninjas.io/multi-factor-authentication/) - Multi-factor authentication (MFA) verifies an online user is the person trying to log into an account by requiring a minimum of two pieces of identification. - [Understanding Salesforce Security Monitoring: Protecting Your Data in Real-Time](https://crmninjas.io/salesforce-security-monitoring/) - Learn best practices for Salesforce security monitoring — Protect your systems from threats and improve data governance with free and paid tools. - [Salesforce Flow Builder 2025 Insights: Optimize, Migrate](https://crmninjas.io/salesforce-flow-builder-2025-insights-optimize-migrate/) - Get Salesforce Flow Builder 2025 insights for basics, best practices, expert tips, and to Migrate Salesforce Workflow Rules & Process Builder to Flow Builder. - [The Retirement Phase of Process Builder: Why Salesforce Flow is the Future of Automation](https://crmninjas.io/process-builder-retirement/) - Prepare for Salesforce Process Builder retirement and unlock enhanced automation capabilities with Salesforce Flow, improving your business operations. - [Salesforce Data Loss — 2025 Guide to Backup & Recovery](https://crmninjas.io/salesforce-data-loss-think-again/) - Prevent Salesforce data loss with expert backup and protection solutions. Explore secure recovery strategies and ensure your data's safety with CRMNinjas. - [Improving Salesforce User Adoption](https://crmninjas.io/improving-salesforce-user-adoption/) - Boost Salesforce user adoption with leadership buy-in, simplified interfaces, tailored training, incentives, and collaboration. - [Answer These 3 Questions Before Activating Salesforce Foundations](https://crmninjas.io/salesforce-foundations-activation/) - Salesforce Foundations activation unlocks powerful multi-cloud capabilities for your enterprise. Though free, jumping in unprepared could cost you. - [Finally Master Salesforce: Outsourcing Companies, Consulting, Admin-as-a-Service](https://crmninjas.io/finally-master-salesforce-outsourcing-companies-consulting-admin-as-a-service/) - Your competitors use Salesforce better than you. The skill gap is throttling your ROI and is why scaling companies are turning to Salesforce outsourcing companies and Admin-as-a-Service (AaaS) providers for cost-efficient expertise. Salesforce is a powerful platform. But fully leveraging its capabilities and integrating business practices into your current workflow requires time and in-depth experience - [Maximizing Impact: Harnessing Salesforce for Marketing Campaign Success](https://crmninjas.io/maximizing-impact-harnessing-salesforce-for-marketing-campaign-success/) - Leveraging Salesforce for marketing campaigns can mark a turning point in how businesses engage with their audience. Salesforce provides robust tools and features to streamline marketing efforts, offering the potential to transform strategies, increase engagement, and boost conversion rates. Having access to Salesforce's extensive tools and features is one thing; possessing the knowledge and skills - [5 Strategies To Launch Salesforce in Marketing Management](https://crmninjas.io/5-strategies-to-launch-salesforce-in-marketing-management/) - CRMNinjas explores how Salesforce's integrated tools Account Management (Pardot) and Marketing Cloud can transform and simplify your marketing operations Are you wasting Salesforce potential? If the customer relationship management (CRM) platform isn’t a part of your marketing management strategy, you’re likely leaving untold amounts of efficiency and productivity on the table. Marketing management and marketing - [Top 5 Salesforce Campaign Hierarchy Best Practices](https://crmninjas.io/top-5-salesforce-campaign-hierarchy-best-practices/) - Discover the best practices and common mistakes for using Salesforce campaign hierarchies to optimize your marketing efforts and generate detailed reports. - [Salesforce Agentforce 101: Rapid Sales, Service, Marketing](https://crmninjas.io/salesforce-agentforce-101/) - Discover how Salesforce Agentforce transforms operations with AI agents to automate tasks, boost efficiency, and enhance customer experiences. - [What is Salesforce Foundations? — Transformative No-Cost Features for Your Business](https://crmninjas.io/what-is-salesforce-foundations/) - Discover what is Salesforce Foundations — bringing no-cost enhancements, features, benefits, and data tools under one Salesforce offer to streamline operations. - [How to Activate a Flow in Salesforce](https://crmninjas.io/how-to-activate-a-flow/) - Learn how to activate a Flow in Salesforce with this step-by-step guide. Deploy new Flows using Flow Builder, Change Sets, or VS Code for seamless automation. - [Salesforce Workflow Rules vs. Process Builder](https://crmninjas.io/difference-between-workflow-and-process-builder-in-2025/) - What's the difference between Workflow and Process Builder? Both tools are retiring in 2025. Here's why migrating to Flows is critical for your Salesforce. - [Salesforce Release Notes: GPTs to rapidly streamline updates & adoption](https://crmninjas.io/salesforce-release-notes-gpt/) - Learn how to create a custom GPT to streamline Salesforce Release Notes, saving time and improving accuracy with quick, reliable insights on new features. - [Curating a Salesforce User Experience that works for your team](https://crmninjas.io/curating-a-salesforce-user-experience-that-works-for-your-team/) - Salesforce is a powerful platform, no one is questioning that, but if it's so amazing, why is it so hard to get users to use it? How come you have to retrain a business process more than once? Why is it so hard to find my records when I need them? These sort of questions - [Seamless CRM Adoption with Salesforce Strategic Consulting](https://crmninjas.io/why-hire-a-consultant-to-start-salesforce/) - Salesforce CRM is a robust, feature-rich enterprise software product that offers a lot of functionality. Here’s why you need a consultant to help you make the most of it. - [The Most Common Salesforce Problems & How to Solve Them](https://crmninjas.io/where-salesforce-goes-to-die/) - (or how to screw up your CRM implementation) Salesforce deployment and integration can make or break the platform's success for your organization. More often than not, these problems are less about Salesforce itself and more about a culmination of cultural, technological, and operational hurdles many businesses face. Teams turn to Salesforce as a cornerstone for - [Salesforce Spring '21: Best New Features](https://crmninjas.io/salesforce-spring-21-best-new-features/) - Let’s leave 2020 behind us and start off 2021 with a bang! Salesforce has been busy improving the platform and adding new features that you’ll surely find exciting. Let’s take a look at what’s coming in the Spring ’21 release. GENERAL FEATURES New user protections when using Google Chrome browser Recent updates to the Chrome - [Salesforce Administrator: Myths vs. Reality](https://crmninjas.io/salesforce-administrator-myths-vs-reality/) - As some Salesforce Administrators can tell you, business leaders and new companies just ramping up Salesforce sometimes have high expectations of their capabilities. Here is a good definition by Salesforce of what is an administrator. A critical element of ensuring an organization’s Salesforce implementation and hiring an administrator are both set up for success is - [The Next Skills Gap for Businesses: Customer Relationship Management](https://crmninjas.io/the-next-skills-gap-for-businesses-customer-relationship-management/) - Businesses are facing a major skills gap for customer relationship management (CRM) software tools. Forbes published an article outlining the problem businesses are enduring. Not long ago, businesses faced a similar challenge for software development. There was a scramble by educational institutions, private organizations, and businesses to help fill that gap. Today, the same must - [Salesforce Winter '21 Release: Best New Features](https://crmninjas.io/salesforce-winter-21-best-new-features/) - There are few bright spots in 2020, but at least we can look forward to a feature-packed release for your salesforce instance. The Winter ’21 release is dropping in October, so we combed through the reams of new features to bring you the most exciting and noteworthy items right here. GENERAL FEATURES Einstein Search: Personalization - [CRMNinjas and HelloSign Sign Partnership](https://crmninjas.io/crmninjas-and-hellosign-sign-partnership/) - CRMNinjas, a top Salesforce administrator subscription service company, announces its partnership with HelloSign and special offer to keep up with eSignature demand during the COVID-19 pandemic LAS VEGAS, July 7, 2020 (Newswire.com) - CRMNinjas and HelloSign, a Dropbox company, are pleased to announce that they have entered into a strategic partnership agreement, combining CRMNinjas’ industry-leading Salesforce - [Salesforce: The Best New Features of Summer 2020 Release](https://crmninjas.io/salesforce-the-best-new-features-of-summer-2020-release/) - SUMMER ’20 FEATURES The summer ’20 release is once again full of exciting new features and productivity enhancements. Here are our favorites, we hope you are as excited as we are to see this implemented in your instance! As always, reach out and let’s discuss! Access Lightning Experience on iPad Devices (Generally Available) Do you enjoy working on - [Managing Data is Critical In Fighting a Pandemic](https://crmninjas.io/managing-data-is-critical-in-fighting-a-pandemic/) - The COVID-19 pandemic has had an impact on nearly every aspect of our society. The right data management solutions are critical in developing a response plan to the virus. One of the most important challenges in the process is the collection of data from patients, physicians and other sources. Companies that have been impacted by - [9 Tips on Managing & Performing a Remote Team](https://crmninjas.io/9-tips-on-managing-performing-a-remote-team/) - The world has changed. We are all working remotely and trying to keep our businesses moving forward. At CRMNinjas, we are no stranger to working remotely. We offer our customers a virtual Salesforce Admin-As-A-Service to help maximize their investments. If you aren’t familiar, a distributed or remote team is a decentralized group that can work - [The Best New Features: Salesforce Spring '20 Release](https://crmninjas.io/the-best-new-features-salesforce-spring-20-release-part-i/) - The Salesforce Spring ‘20 release is here! Once again, it is packed full of new features, usability improvements, and a host of under-the-hood enhancements. The Salesforce team has fully embraced the Lightning User Experience and is improving all aspects of the new user interface at a rapid pace. We are happy to share with you - [Why You Should Stop Exporting Salesforce Data to Excel?](https://crmninjas.io/why-you-should-stop-exporting-salesforce-data-to-excel/) - Companies, like yours, use Salesforce to build leads, track contacts and analyze data. You're using the data to increase sales revenues (like 27% of companies), to increase customer satisfaction (like 34% of companies), and to increase lead conversion (like 32% of companies). Data is powerful, and Salesforce offers a great deal of flexibility in analyzing, - [Winter ‘20 Release Highlights - Part IV](https://crmninjas.io/winter-20-release-highlights-part-iv/) - After combing through the release notes and finding the best features, we are confident that you have gained a lot if you have followed along and tried out the new features we have shared with you in our Winter ‘20 Release Highlights series! If you have heard of other Winter ‘20 improvements that you want - [Winter ‘20 Release Highlights - Part III](https://crmninjas.io/winter-20-release-highlights-part-iii/) - We searched through the Winter ‘20 release notes, and found the updates that we believe will make the greatest difference in your productivity and efficiency, and are ready to share more time-saving tips with you today. Take a quick look through and see what features you want to get started using! You’ll love these new - [Top Ways to Lose Trust in Your Salesforce Data](https://crmninjas.io/top-ways-to-lose-trust-in-your-salesforce-data/) - Salesforce is a powerful tool for business. As with many of the most high-powered digital platforms, you can benefit from appropriate administration setup and maintenance. Particularly in a time when data access and security are of the utmost concern, you can't afford to do anything that could compromise the safety and reliability of your Salesforce - [Winter ‘20 Release Highlights - Part II](https://crmninjas.io/winter-20-release-highlights-part-ii/) - Every Salesforce release is jam-packed with new features, so we want to break it down into bite-sized pieces of information you can start exploring now. Want to add images or formatted tables to your emails more easily? Ever wonder what kind of access each account team member has to related records? Read on to learn - [Salesforce Winter ‘20 Release Highlights - Part I](https://crmninjas.io/salesforce-winter2020-release-highlights-part-1/) - There is so much to explore with the Salesforce Winter ‘20 release. If you have read the nearly 600 pages of official release notes, congrats! If you haven’t, check out some of our favorite new features below! Customizable Opportunity Contact Roles If your contacts don’t quite fit into the standard Contact Role options (business user, - [Salesforce Is What We Love!](https://crmninjas.io/salesforce-is-what-we-love/) - I love the salesforce.com platform. It's truly an amazing "ecosystem" that has the potential to supercharge any business, small or large. It's versatility, extendability and sheer breadth of features and functions is impressive. I have personally experienced how implementing business processes and best practices around the platform has fundamentally changed how businesses operate. When done - [Outsourcing Relationships and Salesforce Administration](https://crmninjas.io/outsourcing-relationships-salesforce-administration/) - I read with interest an article over on CRM DAILY (link) that discusses a study about outsourcing business relationships, and how to ensure that such relationships are productive, fruitful and keep both sides engaged. The study found that less than 50% outsourcing contracts were renewed between 2013 and 2014. The article examines some of the - [Cloud-Based Service Economy is The New Reality](https://crmninjas.io/cloud-based-service-economy-new-reality/) - Many traditional businesses are waking up to a new economic reality, where workers want more flexible work schedules, more work-life balance, better benefits, and of course a 'happier' work environment. Much is being written about the "millennials" entering the workforce, with vastly different expectations from what's being offered in traditional work environments. For observers and economists - [It's just configuring stuff.....no big deal...](https://crmninjas.io/just-configuring-stuff-no-big-deal/) - Of customer perceptions and the new middle class I had lunch with a customer recently. We discussed salesforce.com, how it has transformed their business processes, and how it continues to improve efficiencies and productivity. 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[Salesforce data quality](https://crmninjas.io/tag/salesforce-data-quality/) - [Salesforce dashboards](https://crmninjas.io/tag/salesforce-dashboards/) - [CRM user engagement](https://crmninjas.io/tag/crm-user-engagement/) - [Salesforce login tracking](https://crmninjas.io/tag/salesforce-login-tracking/) - [Salesforce Security](https://crmninjas.io/tag/salesforce-security/) - [Salesforce Audit](https://crmninjas.io/tag/salesforce-audit/) - [Salesforce Shield](https://crmninjas.io/tag/salesforce-shield/) - [Data Breaches](https://crmninjas.io/tag/data-breaches/) - [Phishing Risks](https://crmninjas.io/tag/phishing-risks/) - [Security Health Check](https://crmninjas.io/tag/security-health-check/) - [Event Monitoring](https://crmninjas.io/tag/event-monitoring/) - [User Permissions](https://crmninjas.io/tag/user-permissions/) - [Security Misconfigurations](https://crmninjas.io/tag/security-misconfigurations/) - [Permission Sets](https://crmninjas.io/tag/permission-sets/) - [MFA](https://crmninjas.io/tag/mfa/) - [Third-Party App Risk](https://crmninjas.io/tag/third-party-app-risk/) - [Security Audit Checklist](https://crmninjas.io/tag/security-audit-checklist/) - [For Salesforce Admins](https://crmninjas.io/tag/for-salesforce-admins/) - [Enterprise CRM Security](https://crmninjas.io/tag/enterprise-crm-security/) - [For IT Teams](https://crmninjas.io/tag/for-it-teams/) - [Salesforce Security Center](https://crmninjas.io/tag/salesforce-security-center/) - [Salesforce monitoring tools](https://crmninjas.io/tag/salesforce-monitoring-tools/) - [Salesforce access controls](https://crmninjas.io/tag/salesforce-access-controls/) - [Salesforce Event Monitoring](https://crmninjas.io/tag/salesforce-event-monitoring/) - [Salesforce security monitoring](https://crmninjas.io/tag/salesforce-security-monitoring/) - [Salesforce security settings](https://crmninjas.io/tag/salesforce-security-settings/) - [Salesforce compliance](https://crmninjas.io/tag/salesforce-compliance/) - [CRM data protection](https://crmninjas.io/tag/crm-data-protection/) - [Salesforce record-level security](https://crmninjas.io/tag/salesforce-record-level-security/) - [Salesforce admin tools](https://crmninjas.io/tag/salesforce-admin-tools/) - [Salesforce security best practices](https://crmninjas.io/tag/salesforce-security-best-practices/) - [Salesforce Health Check](https://crmninjas.io/tag/salesforce-health-check/) - [Salesforce data security](https://crmninjas.io/tag/salesforce-data-security/) - [Salesforce field audit trail](https://crmninjas.io/tag/salesforce-field-audit-trail/) - [Salesforce API security](https://crmninjas.io/tag/salesforce-api-security/) - [Salesforce platform encryption](https://crmninjas.io/tag/salesforce-platform-encryption/) - [salesforce security audit checklist](https://crmninjas.io/tag/salesforce-security-audit-checklist/) - [salesforce admin access](https://crmninjas.io/tag/salesforce-admin-access/) - [salesforce data protection](https://crmninjas.io/tag/salesforce-data-protection/) - [salesforce multi factor authentication](https://crmninjas.io/tag/salesforce-multi-factor-authentication/) - [salesforce critical updates](https://crmninjas.io/tag/salesforce-critical-updates/) - [Change Sets](https://crmninjas.io/tag/change-sets/) ## Portfolio categories - [Artwork](https://crmninjas.io/portfolio-types/artwork/) - [Banner](https://crmninjas.io/portfolio-types/banner/) - [Design](https://crmninjas.io/portfolio-types/design/) ## Slide categories - [About](https://crmninjas.io/slide-types/about/)