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Dive into Maintask’s articles to explore Salesforce technical insights, updates, success stories, and innovative products designed to transform your business.
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Articles by Maintaskb.
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Five Reasons to Transition from Salesforce Reports to Tableau
Published on:
June 5, 2025
Salesforce reports are a great tool for basic data analysis within the CRM, but when it comes to advanced analytics, scalability, and visualization capabilities, Tableau offers a significant upgrade. This article shares five key reasons why moving from Salesforce reports to Tableau can enhance your data-driven decision-making.
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Maintask’s Digest of Salesforce Summer '25 Release
Published on:
May 13, 2025
The Salesforce Summer '25 Release brings new features and enhancements to optimize your CRM experience. This Maintask digest highlights key relevant updates for Salesforce admins and app builders, including general admin improvements, Flow and automation updates, new analytics and dashboard controls, AI enhancements in Agentforce 2.0, and permission management updates. Get ready to make the most of your Salesforce environment's latest tools and functionalities.
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Making the Most of Pardot Forms: Key Capabilities and Considerations
Published on:
April 7, 2025
Pardot, also known as Marketing Cloud Account Engagement, is a powerful marketing automation and lead generation platform by Salesforce. Widely used by marketers, it helps identify potential customers and convert them into loyal clients.
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Data Security Best Practices in Salesforce
Published on:
March 6, 2025
In today’s digital-first world, data is the foundation of every business. It drives decision-making, supports customer relationships, and powers growth. With so much at stake, ensuring the security of your Salesforce environment is no longer optional—it’s a necessity. Salesforce, as a platform that holds sensitive customer and business information, is a prime target for cyberattacks.
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Maintask’s Digest of Salesforce Spring 25 Release
Published on:
February 3, 2025
Currently, refreshing a Salesforce dashboard updates all components at once. This can be time-consuming if you only need updated data for a single dashboard widget. With this beta feature, individual widget refreshes become possible.
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