Is Your Salesforce Complex?

Salesforce is an incredible tool, but let's be honest, managing it can feel like navigating a complex maze. Do you really know what's happening inside your Salesforce? Is it truly secure? Are you wasting money on licenses you don't even use?

Every Salesforce owner needs an answer to this question because as we all know complexity is the enemy of security. I am writing this blog to help you understand how using Valo can help you detangle your Salesforce org(s). Let’s talk about the problems that all Salesforce Administrator(s) or Platform owner(s) face in their day-to-day life.

Are Hidden Risks Leading to Costly Disruptions in Your Salesforce?

For many organizations, Salesforce is the heart of their customer data. It’s an incredibly powerful platform, but to truly unlock its potential, companies often integrate a multitude of third-party applications – everything from marketing automation to AI assistants, turning their Salesforce into a "spaghetti" of interconnected apps. While these integrations are essential for daily business, they also pose a big risk: if just one app is compromised, or develops a bug, it can open the door to a massive data breach, exposing your valuable customer information.

Valo's Solution: Proactive Security & Real-time Alerts

Valo gives you a complete, real-time map of your Salesforce environment. This means you'll instantly see every app, every user (human and AI), and every hidden connection, helping you untangle that "spaghetti" of integrations in your Salesforce and understand how apps and users connect.

With this clear view, Valo automatically monitors for security issues that might otherwise go unnoticed, analyzing app and user permissions in depth. If a potential risk emerges, you get real-time alerts, allowing you to address and fix issues before they escalate into costly incidents. This proactive approach keeps your valuable customer data safe and your business running smoothly.

Is Your Salesforce Access Structure a Complex Puzzle?

As a Salesforce admin or platform owner, do you ever worry about who can actually see what data? Preparing for an audit can be a scramble, trying to prove access. Or worse, realizing a former employee might still have access to sensitive information. It's tough to ensure your Salesforce follows the "least privilege" rule, and understanding how everything connects, especially in older orgs, feels like solving a complex puzzle.

Valo's Solution: Clear Visibility into Salesforce Access Controls for Confident Scaling

Valo simplifies the complex world of Salesforce access. It provides a clear, visual map of your user profiles, permission sets, and sharing rules, making it easy to see exactly who can access what data. This clear overview helps you quickly identify and resolve compliance gaps, such as ensuring former employees no longer have access to sensitive information

We understand that in Salesforce, complex sharing rules and user profiles can lead to the wrong people seeing sensitive data. It's crucial that only the right individuals access the right information, but understanding precise access, especially in older Salesforce setups, can be incredibly challenging. Valo is building the capability to allow you to intuitively query your access structure—for example, "Who can see the opportunity object?" Valo will then provide a visual map of this access, immediately highlighting any security or data leak risks. This proactive approach helps you enforce the "least privilege" rule, avoid future complications, and keep your Salesforce secure and well-governed.

Are You Wasting Investment on Underutilized Salesforce Licenses?

You've invested a lot in Salesforce, but are people actually using it effectively? Are you paying for hundreds of licenses that just sit there, unused? Are your Salesforce adoption efforts truly paying off? It's not just about having licenses; it's about whether your team is actually using Salesforce effectively.

Valo's Solution: Drive Salesforce ROI/Adoption

Valo helps you understand exactly how your adoption efforts are going by quickly identifying all your unused and underutilized licenses. This isn't just about saving money; it's a direct indicator of user engagement and potential training gaps. By clearly seeing who isn't fully engaging with Salesforce, you can pinpoint areas for improvement, refine training programs, and ensure users are assigned the correct license types. Valo empowers you to maximize the platform's potential across your organization, driving higher adoption and a stronger return on your Salesforce investment.

Is Your Ever-Evolving Salesforce Becoming a Security Challenge?

As your business grows, so does your Salesforce environment. New team members come aboard, projects shift, and new integrations are added, creating an increasingly dynamic landscape. Beyond that, the Salesforce platform itself is constantly evolving with new releases, bringing powerful features but also introducing layers of potential complexity.

This continuous evolution means that maintaining a clear understanding of your Salesforce's security posture, cost efficiency, and compliance can be a significant and ongoing effort. This is where a solution like Valo steps in. It's designed to provide continuous insights, helping you to proactively identify potential security issues, gain real-time visibility into spending, and ensure ongoing compliance, rather than just offering a static snapshot.

By providing this continuous awareness, Valo helps you stay ahead. You gain the clarity needed to ensure your Salesforce remains secure, efficient, and aligned with your evolving business requirements.

If you're interested in exploring how these continuous insights can benefit your Salesforce environment, we invite you to experience Valo firsthand. A free 30-day hands-on trial is quick to set up – connecting your Sandbox or Production takes only about 10 minutes. It's a great way to see how Valo populates your data and provides immediate value.

• 

  Fatiqa Nadeem