Where is my Salesforce instance located?

Where is my Salesforce instance located?

One of the big questions for charities (and for businesses) is, WHERE IS MY DATA?

Knowing where your data is part of your compliance with the regulations.

Here is our knowledge article on where to find it!

https://cloudgenius.my.site.com/support/s/article/Where-is-my-Salesforce-instance-located

It’s like we try to make it easy!

A super-short article, but you might want to check out our knowledge base for other useful articles, too!

Another Trademark for Cloud Genius

Another Trademark for Cloud Genius

A Trademark is born

Behold it’s glory!Event Bridge Cloud for SF App® 

It feels like a win at the Oscars… but there is a lot more to the story.

The Event Bridge® logo now has the same Trademark protections as the Event Bridge® name.

It is another step on Event Bridge’s journey within the Salesforce ecosystem.

Gaining a Trademark

The Trademark process is not that difficult, but there are a lot of traps for the unwary. That is why we employed the services of Michelle Ward of Indelible IP Limited.

Michelle helped me through, strike that, did the application process. Apart from an interesting discussion about what I wanted to protect and which areas I needed protection in, Michelle did the process. Not only that, but she kept me informed throughout the process.

If you want to know what protections you gain and how to USE a trademark, you need to speak with Michelle.

How did I find the amazing Michelle? Well, through Evo Business networking.

However, in gaining this trademark I would like to thank Pauline who helped design the logo: Pauline Brown of Blueice Graphic Design

So, you can see it was a team effort.

While we have a number of customers who directly use Event Bridge, it is soon going to be listed on the Salesforce AppExchange. Just a few more weeks!

What does Eventbridge® do? Well, it effortlessly connects Eventbrite to Salesforce. You can find out more about it on its website.

 

Time to Re-visit Security in Password Managers – 1Password

Time to Re-visit Security in Password Managers – 1Password

Yes, this is fair and unpaid

Just so you know, our decisions are based on our experience and there was no money from relevant services or monetised links.

For a number of years we have been using a password manager called ‘LastPass’. This has been great – as it has allowed us to securely share passwords among the staff here. Even when they had a data breach, it did not affect us as we used 2 Factor Authentication and, in common with similar services, they only store encrypted data on their servers. Without the security keys we hold, the data is entirely safe. Data is only encrypted on our computers.

New Challenges

Time has moved on.

  • There were a number of pain points – organisation of the passwords was increasingly difficult, as was seeing who had access to which client’s passwords.
  • Just organising the credentials was difficult – resulting in duplications.
  • Duplications are not too bad until you update the password and you are not sure which of the duplicates has the new password.
  • Often it would not fill in the passwords onto the websites.
  • very time the computer did an update the app would be missing off the web browser, etc.

So we did a review of various alternatives.

Other Pains

In our search, we were reminded of other pains.

One of the new pains is that many services require 2 factor authentication (2FA) – you know those 6 digit numbers that change every 30 seconds and we could not share those in LastPass. (It looked like it may have been possible to set up, but also looked like a real pain.) When we shared a credential in LastPass, the person logging in still had to ring up the person with the phone set up as the 2FA device.

What about if you need to share a password with someone outside your organisation for a limited time? Not formerly possible!

As you may have guessed, we finally went for 1Password. It is a bit more expensive than LastPass… but…

  • 1Password allows you to store those 2FA numbers as part of the vault – so you can properly share credentials. It does this securely and almost magically.
  • It allows you to securely share passwords outside your organisation, for a limited period of time.
  • Import of the LastPass vault was a doddle – so all of the old passwords were brought over simply.
  • It was at this point we realised how disorganised they were… secure, but disorganised. In 1Password it was so easy to re-organise them. It took minutes!

With the business package all your team mates get family vaults – so that they can store there passwords in a separate, secure vault rather than in the business account. (Actually each team member gets 5 vaults for free to share with family members. If they leave the company, they can take those vaults and start paying a subscription.)

Our passwords are secure, easily managed and all our problems are solved.

It makes logging in a pleasure! Even setting up new accounts is MUCH easier and the App seems far more robust.
Works on Windows and Macs.

So, I would recommend it. What is your experience?

Here is 1Passwords comments on how it secures passwords. Even if the company goes bust you will still be able to access your passwords!

Launching our new support portal

Launching our new support portal

Finding support can be difficult… so that is why we have launched our support portal.

The idea is that people will be able to help themselves before checking in with us. For many people, this ‘instant result’ saves them a load of time.

However, there will still be many times when you do need our personal support, so, for our customers, it is possible to raise new cases.

But… won’t that mean learning ANOTHER username and password? Fortunately, that answer is ‘no’.
As long as you have your own Salesforce instance and we have you as a contact in our system then you don’t need a password at all.
(For those of our customers who do not have Salesforce, we can still set you up, but you will need a username/password.)

The portal is at support.cloud-genius.com

Here is a video on how to access the Knowledge articles:

Access Knowledge Articles

Here is one on how to log in (without a password), raise and monitor a case.

Raising Cases

This is a new venture… so while we have been having our techies check everything out… I am sure you will find some things that could be improved. I would love to hear from you!

Net Zero… and getting there

Net Zero… and getting there

When you are partner for a company, you expect them to talk a lot about their product.
So, it was a bit of a shock being at the recent partner talk.

Salesforce is different.
They talk about how you can get the best talent.
They talk about how they have added Sustainability to their core values (bringing the total to 5).

But talk is fine. What are they actually doing about it?

Well, they have a developed plan.

Plan for Net Zero

They realise that ‘business as usual’ does not cut it. They are thinking about the mental health of their employees, about getting away from toxic, destructive work practices.

What do you think?

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