Marilyn Prevatte | Director Quality Assurance
Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.
Marilyn Prevatte
Director Quality Assurance
Marilyn Prevatte is the Director of Quality Assurance at XTIVIA, Inc. Marilyn was first introduced to CRM programs in 1994. Over the years, she has watched and learned as CRM has evolved, gaining experience and earning certifications as each new technology came and went. She worked for several SalesLogix Business Partners as a Project Manager, Business Analyst, Tech Writer and Trainer, while receiving SalesLogix and Scribe Certifications. She has worked with ACT, Goldmine, SalesLogix (now Infor CRM), Siebel, MS Dynamics 365, and Salesforce.com. Today, she has written training guides and documents for applications like Infor CRM, MS Dynamics 365, and Salesforce for both the end-user and the administrator in SalesLogix versions 7.5.2, 7.5.4, 8.x and now Infor CRM 8.X.
The Art of Customizing Microsoft Dynamics 365: Beyond the Basics
Microsoft Dynamics 365, like swift solid-state drives (SSDs), boasts formidable power. These rapid storage devices slash load times, supercharge boot speeds, and elevate system responsiveness—it is akin to trading in your trusty bicycle for a turbocharged motorcycle!... read more
MS Dynamics Implementation: A Guide to Avoiding Common Mistakes
MS Dynamics is a powerful customer relationship management (CRM) platform that has transformed how organizations handle customer data, sales processes, and overall business operations. Implementing Microsoft Dynamics 365 can transform businesses, but avoiding common... read more
Salesforce Implementation: A Guide to Avoiding Common Mistakes
Salesforce, a robust customer relationship management (CRM) platform, has revolutionized how organizations manage customer data, sales processes, and business operations. Implementing Salesforce successfully requires careful planning, strategic execution, and... read more
Salesforce in an AI-Driven World
Like a mighty engine, the Salesforce platform continues evolving with each release. Yet, with great power comes great complexity. As we navigate this digital landscape, we find ourselves at the intersection of Salesforce and artificial intelligence (AI). Preparing for... read more
Supercharge Salesforce with Data Archiving
Simplifying our business processes is crucial as the new year begins, especially with Salesforce’s increasing data. Good data management through Salesforce Data Archiving improves user experiences, cuts storage costs, and makes handling data easier. It’s... read more
Salesforce Shield Additional Capabilities
Change Data Capture Continuing from our previous blogs on Salesforce Shield Encryption, another feature includes Change Data Capture, which enables you to track and capture changes to your Salesforce data in near real-time. You can use Change Data Capture to integrate... read more
What Is Salesforce Shield Encryption?
In the simplest terms, Salesforce Shield Encryption protects data even when it reaches the hands of the wrong person by turning the readable data into garbled text. This can be achieved using a key known only to the sender and the receiver. The same key is used to... read more
What is the Intelligence View in Salesforce?
Something new and powerful is in Salesforce this Winter ’24. A newly established Intelligence View that allows you to see an intelligent list of leads or contacts. Also, it will enable you to go back and forth between a List View or an Intelligence View,... read more
Salesforce Workflow Rules, Process Builder, and Flows, Oh My!
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... read more