Stories by David Taber

CRM backups or audit trails? Yes, please

Like nearly any transactional system, usable CRM data backups are tricky because the data is always changing and dependent on coherency across several tables. Ideally, you'd fully quiesce the system and do a full backup every day, or enable the online backup. But with modern cloud systems and 7x24 customer access (via portals or mobile apps), you can't take the system down, and cloud vendors like SFDC don't provide a full backup more often than once a week. The situation with audit trails is different: they may reliably capture all the changes, but you may only be allowed to track a limited number of fields (the default in SFDC is 20 per object).

David Taber | 30 Jul | Read more

How to get smarter about CRM security

If Value Engineering is the identification of different implementation strategies to achieve the business goal, the ultimate in value engineering is to identify requirements that don't need to be done in the first place. Although security and access control would seem to be a poor candidate for this kind of requirements elimination, in many situations the technical solutions are so clumsy and expensive that there's almost no ROI.

David Taber | 14 May | Read more

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