by XTIVIA | Feb 29, 2024 | Blog, Customer Relationship Management, Salesforce
Are you ready to revolutionize your real estate business with Salesforce? In our latest download, we dive deep into the world of Salesforce customization for the real estate industry, providing a comprehensive guide to streamline your operations and boost your sales....
by Marilyn Prevatte | Feb 20, 2024 | Blog, Customer Relationship Management, Salesforce
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...
by Arohi Modi | Feb 15, 2024 | Blog, Customer Relationship Management, Salesforce
Salesforce Pro Suite is a collection of cloud-based applications to help businesses manage customer relationships (CRM), marketing, and sales. It’s a more advanced version of their Starter Suite, offering additional features and functionalities for businesses...
by Marilyn Prevatte | Feb 13, 2024 | Blog, Salesforce
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...
by Arohi Modi | Feb 7, 2024 | Blog, Customer Relationship Management, Salesforce
Choosing the right Customer Relationship Management (CRM) platform is a critical decision for businesses of all sizes. This blog compares Salesforce’s two primary offerings: the Salesforce Starter Suite and the Salesforce Pro Suite. Each suite caters to...
by Marilyn Prevatte | Feb 6, 2024 | Blog, Salesforce
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...
by XTIVIA | Jan 30, 2024 | Blog, Customer Relationship Management, Salesforce
XTIVIA’s Salesforce Managed Services, known as Salesforce Admin On-Demand, offer a strategic solution for businesses facing the dual challenges of Salesforce’s complexity and the resource constraints of hiring an in-house administrator. Our services cater...
by Marilyn Prevatte | Dec 19, 2023 | Blog, 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,...
by Bill Thach | Dec 6, 2023 | Blog, Salesforce
An important mantra for any organization that wants to utilize its CRM effectively is: If it’s not recorded in the CRM, it didn’t happen! All essential communications and customer emails must be recorded against the customer record for future reference....
by Bill Thach | Nov 21, 2023 | Blog, Salesforce
Salesforce Flow error messages are something that every user in the ecosystem faces. Traditionally, when you run into a flow error when trying to save a record, you are presented with a cryptic error message that doesn’t always make sense regarding the issue. If...
