Salesforce
Salesforce Security Updates 2025: Crucial Steps for Rapidi Customers
Salesforce is rolling out new security measures that will impact how all integrations, including those with Rapidi, connect to Salesforce. These changes will take effect on August 28, 2025, for new Salesforce organizations, and in early September 2025 for existing ones. If you use Rapidi to connect Salesforce with other systems, you need to act now to avoid disruption.
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Real-Time Sync with Salesforce: Instantly Update Your ERP via Rapidi
When working with CRM and ERP integrations, timing is everything. The ability to sync any changes instantly between Salesforce and your ERP system ensures that your teams work with the most accurate and up-to-date information—whether it’s a new customer record, a quote update, or a closed opportunity.
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DLRS & Rapidi: Accurate Financial Summaries in Salesforce
Many companies struggle to get good insights from their Salesforce data. Standard reports and roll-ups don’t always give you what you need, especially if you don’t want to write code. Declarative Lookup Roll-Up Summaries (DLRS) is a free tool that helps you summarize data in Salesforce, even when objects are connected by lookup relationships instead of master-detail relationships.
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How to set up the Salesforce Integration User
The Salesforce Integration User License provides a dedicated, API-focused account for system-to-system integrations. To set it up, create a new user in Salesforce, assign the Integration User License, and use it for API-only access to your integrations. This ensures secure, reliable, and cost-effective connections without relying on regular interactive accounts.
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