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.
Salesforce Implementation: A Guide to Avoiding Common Mistakes
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Salesforce in an AI-Driven World
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Supercharge Salesforce with Data Archiving
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Salesforce Shield Additional Capabilities
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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
Salesforce Custom Reports to Manage Members
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... read more
Salesforce Einstein GPT: World’s First Generative AI for CRM
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