Richard Cookson Content Writer

Marilyn Prevatte | Director Quality Assurance

Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.

Marilyn Prevatte
Director Quality Assurance

Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.

Salesforce Shield Additional Capabilities

Change Data Capture Continuing from our previous blogs on Salesforce Shield Encryption, another feature includes Change Data Capture, which enables you to track and capture changes to your Salesforce data in near real-time. You can use Change Data Capture to integrate... read more

What Is Salesforce Shield Encryption?

In the simplest terms, Salesforce Shield Encryption protects data even when it reaches the hands of the wrong person by turning the readable data into garbled text. This can be achieved using a key known only to the sender and the receiver. The same key is used to... read more

What is the Intelligence View in Salesforce?

Something new and powerful is in Salesforce this Winter ’24. A newly established Intelligence View that allows you to see an intelligent list of leads or contacts. Also, it will enable you to go back and forth between a List View or an Intelligence View,... read more

Salesforce Workflow Rules, Process Builder, and Flows, Oh My!

Salesforce has three similar automation tools that allow you to automate your business processes. They have some functionality in common; however, two of them are on their way out, so it’s essential to understand the differences and focus on the shift/migration... read more

Salesforce Custom Reports to Manage Members

In the Winter 24 release of Salesforce, you will be able to manage public group membership in Salesforce to maintain data security, optimize communication, and ensure the platform effectively supports your organization’s evolving requirements. When released, it... read more

Salesforce Einstein GPT: World’s First Generative AI for CRM

Lucky for us, in Winter 24, Salesforce will launch Einstein GPT, the next generation of Einstein. Salesforce’s AI technology is a groundbreaking new platform that delivers more than 200 billion AI-powered predictions across the Customer 360 auto-generated AI... read more