by Marilyn Prevatte | May 16, 2023 | Blog, Customer Relationship Management, Salesforce
Technical and design debt! What is it, and should you avoid it? The simple answer is YES! Technical Debt Technical debt is a metaphor used in software development to describe the consequences of prioritizing speed over code quality. Developers who make conscious or...
by Marilyn Prevatte | May 4, 2023 | Blog, Salesforce
Maybe you have been using Salesforce for a while now, but you suspect your data’s integrity and quality are inconsistent. Also, you may find that you need to utilize some of its features; a Salesforce Data Audit can help you identify those areas that need...
by XTIVIA | May 3, 2023 | Blog, Salesforce
Salesforce Service Cloud is a comprehensive customer service platform that enables businesses to deliver personalized, efficient, and consistent service across all channels. It provides a unified view of customer interactions, automates routine tasks, and enables...
by XTIVIA | Apr 26, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Sales Cloud is a customer relationship management (CRM) platform designed to help businesses manage their sales processes more effectively. It provides a range of capabilities to manage sales leads, opportunities, and customer interactions, allowing...
by Marilyn Prevatte | Apr 11, 2023 | Blog, Customer Relationship Management, Salesforce
As an enterprise business owner, you have choices regarding marketing automation platforms. One popular option is Mailchimp, which offers a range of features and integrations to help you grow your business. However, Salesforce Marketing Cloud may better fit a large...
by Marilyn Prevatte | Mar 28, 2023 | Blog, Salesforce
Have you ever wanted to restrict certain records to users and want to bypass org-wide defaults? You can with Restriction Rules. Salesforce Restriction Rules are a feature in Salesforce that allows administrators to restrict access to specific data, fields, or...