by Bill Thach and Marilyn Prevatte | Feb 9, 2023 | Customer Relationship Management
Salesforce is one of the most powerful CRM systems available. It helps keep your sales team on track by setting up reminders to follow up on leads, meetings, or any other task related to securing the deal. Keeping your to-do list in Salesforce Lightning and staying on...
by Mike Ahrenhoersterbaeumer | Jan 31, 2023 | Blog, Customer Relationship Management
What is the cost difference in hiring a full-time Salesforce Admin versus using XTIVIA’s Admin On-Demand Service? Let’s start with a breakdown: What Is the Cost of Hiring a Full-time Salesforce Admin? The cost of hiring a full-time Salesforce administrator...
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 | Sep 13, 2022 | Blog, Customer Relationship Management
If you’ve worked with Salesforce flows often enough, you’ve more than likely run into one of these painful errors! Apex CPU time limit exceeded or Too many SOQL queries: 101 or Too many DML operations. While these errors are really frustrating to...
