by Bill Thach and Marilyn Prevatte | Jan 26, 2023 | Blog, Customer Relationship Management
Salesforce has a new feature called Permission Set Groups. So, what are Permission Set Groups, and when should you use Permission Set Groups? Permission Set Groups allow Admins to combine multiple permission sets into a single permission set group for user assignment....
by Bill Thach | Nov 29, 2022 | Blog, Customer Relationship Management
Have you ever encountered long load times when populating data in Salesforce reports? Are you able to limit the number of records that load? Wonder what fields and objects are available in report types or even the median number of a column of data you are analyzing?...
by XTIVIA | Sep 20, 2022 | Blog, Customer Relationship Management
This post was adapted from one of our CRM Snacktime Snippet videos that you can watch here. Are you using a business-to-customer solution? If you are not, here is why you should: B2C (any sales process that sells directly to consumers) cuts out the agent and increases...
by Anosh Wadia | Jun 3, 2022 | Blog, Customer Relationship Management
This is going to be controversial but I’m going to say it. The only type of Salesforce flow you should ever use for background automation in Salesforce is an Autolaunched flow! Yep, you heard that right, ALWAYS build an Autolaunched flow! Which means don’t...
by Marilyn Prevatte | Oct 6, 2020 | Blog, Customer Relationship Management
Why should you move to the Salesforce Lightning Experience? What benefits are there for your sales team, the ones that use Salesforce the most? There are many reasons, including the newly developed modern UI that brings in new features, modern design for ease-of-use,...
by XTIVIA | Jul 21, 2020 | Blog, Customer Relationship Management
Integration solutions between Salesforce and Epicor can be revolutionary for any company wanting a comprehensive solution between their ERP and CRM platforms. The benefits extend beyond improving internal communications and customer relations, and in most cases,...
