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 12, 2023 | Blog, Salesforce
Most people use to-do lists to organize their days. A simple list of items helps run a more efficient day, but using Salesforce’s take on to-do lists allows you to use additional filtering options to see your most important tasks. Some additional filtering...
by Anosh Wadia | Aug 31, 2023 | Blog, Salesforce
Yes, you heard that right! Salesforce is retiring the Autocomplete feature from the Developer Console in the Winter of 2024. Auto-complete is not going away entirely… it is still available for custom Apex classes and SObjects. Unfortunately, the full...
by XTIVIA | Jul 14, 2023 | Blog, Customer Relationship Management, Salesforce
A Salesforce admin is an important position that can greatly benefit an organization by ensuring the platform’s efficiency and effectiveness. Here are the top 15 challenges these admins face: Data Management: Salesforce admins often struggle with keeping data...
by Marilyn Prevatte | Jul 6, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Pardot, a software as a service (SaaS), is now called Salesforce Marketing Cloud Account Engagement, which allows businesses to create meaningful connections, generate pipelines, empower sales, and grow relationships over time. This change only adds to the...
by XTIVIA | Jun 16, 2023 | Blog, Customer Relationship Management, Salesforce
XTIVIA’s Admin on Demand is a service that provides businesses with access to experienced Salesforce administrators on a flexible, as-needed basis. Here’s how an XTIVIA’s Admin on Demand can help your organization: Increase efficiency: An experienced...
by XTIVIA | Jun 2, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Industries, formerly known as Salesforce’s Industry Cloud, is a set of pre-built solutions specifically designed to cater to the needs of various industry verticals. These solutions enable businesses to leverage the power of Salesforce’s...
by XTIVIA | May 17, 2023 | Blog, Salesforce
Salesforce Service Cloud is a powerful customer service platform that enables businesses to deliver exceptional customer experiences. With Service Cloud, businesses can streamline their customer service operations, automate routine tasks, and provide personalized...
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...
