by Arohi Modi | Feb 7, 2024 | Blog, Customer Relationship Management, Salesforce
Choosing the right Customer Relationship Management (CRM) platform is a critical decision for businesses of all sizes. This blog compares Salesforce’s two primary offerings: the Salesforce Starter Suite and the Salesforce Pro Suite. Each suite caters to...
by Marilyn Prevatte | Feb 6, 2024 | Blog, Salesforce
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...
by XTIVIA | Jan 30, 2024 | Blog, Customer Relationship Management, Salesforce
XTIVIA’s Salesforce Managed Services, known as Salesforce Admin On-Demand, offer a strategic solution for businesses facing the dual challenges of Salesforce’s complexity and the resource constraints of hiring an in-house administrator. Our services cater...
by Marilyn Prevatte | Dec 19, 2023 | Blog, 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,...
by Bill Thach | Dec 6, 2023 | Blog, Salesforce
An important mantra for any organization that wants to utilize its CRM effectively is: If it’s not recorded in the CRM, it didn’t happen! All essential communications and customer emails must be recorded against the customer record for future reference....
by Bill Thach | Nov 21, 2023 | Blog, Salesforce
Salesforce Flow error messages are something that every user in the ecosystem faces. Traditionally, when you run into a flow error when trying to save a record, you are presented with a cryptic error message that doesn’t always make sense regarding the issue. If...
by Bill Thach | Nov 15, 2023 | Blog, Salesforce
With the Winter ’24 release, Salesforce has brought a new feature called Reactive Screen Components. Reactive Screens are a feature that will take Flow screen building to the next level. Previously, when building a screen flow, the user would have to create...
by Marilyn Prevatte | Nov 7, 2023 | Blog, Salesforce
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...
by Marilyn Prevatte | Oct 26, 2023 | Blog, Salesforce
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...
by Marilyn Prevatte | Oct 19, 2023 | Blog, Salesforce
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...
