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 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...
by Bill Thach | Mar 14, 2023 | Blog, Salesforce
You have probably heard this from many people who work in the Salesforce ecosystem, never to build new features in your production environment. Why do these users say this? Well, if anything you created in your production environment were to cause an issue with any of...
by Bill Thach and Marilyn Prevatte | Feb 9, 2023 | Salesforce
SUMMARY: XTIVIA recommends that organizations implement an Audit-Balance-Control (ABC) framework to enhance the reliability and transparency of ETL/ELT data pipelines by leveraging comprehensive metadata to automate reconciliation and error recovery. Audit procedures...
by Mike Ahrenhoersterbaeumer | Jan 31, 2023 | Blog, Customer Relationship Management, Salesforce
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, Salesforce
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, Salesforce
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, Salesforce
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...
