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Salesforce DevOps guides, release management practices and technical deep-dives from the Blue Canvas team.

Role & Permission Management

Salesforce Best Practices & Tips

Navigating Salesforce can feel like discovering a vault of potential, particularly with profile customization. Far from being merely aesthetic, customizing Salesforce profiles empowers businesses to shape user interactions, boost functionality, and bolster security. Whether you're a newcomer or a seasoned expert, diving into profile customization is key to unlocking Salesforce’s full potential for your organization.

Randalyn Hill-Coffer7 min read
Developer Tips

JIRA and Salesforce

JIRA and Blue Canvas are recommended for better ALM in Salesforce development. Blue Canvas solves the "source of truth problem" by connecting each org to a branch in Git. The recommended agile flow involves creating a sandbox for each epic in JIRA and attaching it to a branch in Blue Canvas. Developers work in their own sandboxes and create a Deployment Request in Blue Canvas to integrate features into the sandbox for the appropriate Epic. When the epic is finished, a final Deployment Request is opened to Production or the next stage of development. This model works with every ALM software and allows teams to leverage their available sandboxes for smoother deployment and issue tracking.

Randalyn Hill-Coffer3 min read
Security and Efficiency

Salesforce SOX Compliance

How Blue Canvas can help ensure your Salesforce development team and process are SOX compliant.

Randalyn Hill-Coffer2 min read
Best Practices

VS Code Salesforce Tutorial: Setup and Deployment Guide

Explore the integration of Salesforce and Visual Studio Code in this comprehensive guide. Learn how to download metadata, authorize your org, and save changes back to Salesforce.

Randalyn Hill-Coffer6 min read
Developer Tips

Too Legit to (Git) Commit?

Git commits serve as documentation and facilitate collaboration. Salesforce developers face challenges with Git and source control.

Randalyn Hill-Coffer3 min read
Role & Permission Management

Salesforce Profile Analytics: Optimize Permissions, Boost Efficiency, and Enhance Security

Understanding your Salesforce profiles can feel like navigating a maze, but that's where profile analytics comes in. It’s a powerful tool that helps you dive deeper into user permissions, roles, and access levels, ensuring your team operates seamlessly while keeping your data secure. With the right insights, you can optimize workflows and prevent unauthorized access, saving time and resources.

Randalyn Hill-Coffer7 min read
Role & Permission Management

Salesforce Profile Visibility

Understanding profile visibility in Salesforce is key to managing access and ensuring data security within your organization. Profiles determine what users can see and do, shaping their interactions with the platform. Whether you're handling sensitive information or streamlining workflows, visibility settings play a crucial role in maintaining control.

Randalyn Hill-Coffer7 min read

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