by CRM Team | Jan 22, 2014 | Blog, Customer Relationship Management
Today we wanted to add several custom buttons (schedule activity and complete unscheduled activity buttons) in an editable grid. At first we thought about doing the usual convert to custom smart part, however that would have made simpler customizations down the road a...
by Sunil Kumar Chenna | Nov 14, 2024 | Blog, Enterprise Information Management
What is Workato? Workato is a service integration platform (iPaas). It enables the automation of time-consuming tasks and facilitates seamless integration of different business workflows within an enterprise without compromising security and governance. Coding is...
by Marilyn Prevatte | Oct 22, 2024 | Blog, Customer Relationship Management, Salesforce
As AI continues to transform the technological landscape, Salesforce AI ethics are essential for the responsible and transparent use of Einstein AI. Salesforce, a global leader in customer relationship management (CRM) solutions, has taken significant strides to...
by Marilyn Prevatte | Oct 10, 2024 | Blog, Customer Relationship Management, Salesforce
In today’s fast-paced digital landscape, businesses must innovate rapidly to stay competitive. The Salesforce Platform stands out as a powerful enabler of innovation, providing tools and services that empower organizations to build, customize, and deploy...
by Emily Seats | Oct 7, 2024
Oracle Hyperion Managed Services Managed Services Learn More Schedule a Meeting Hyperion is Oracle’s EPM (Enterprise Performance Management) is a suite of products for managing finances, costing, budgeting, planning, and reporting. Managing the Hyperion infrastructure...
by Marilyn Prevatte | Oct 1, 2024 | Blog, Customer Relationship Management, Salesforce
Salesforce has consistently been at the forefront of innovation in the ever-evolving business technology landscape. This year, at Dreamforce 2024, Salesforce unveiled one of its most groundbreaking advancements yet: Agentforce. This suite of autonomous AI agents is...
by Marilyn Prevatte | Sep 24, 2024 | Blog, Customer Relationship Management, Salesforce
The Salesforce ecosystem continuously evolves, driven by technological advancements and ever-changing business needs. Among the most transformative trends are integrating artificial intelligence (AI) and machine learning (ML) into Salesforce’s suite of tools....
by Marilyn Prevatte | Sep 10, 2024 | Blog, Customer Relationship Management, Salesforce
XTIVIA gathered a list of tips for those moving to Salesforce Lightning Experience. If not, why aren’t you? Lightning Experience offers many features to enhance productivity, streamline operations, and facilitate faster app development. Here are some notable...
by Marilyn Prevatte | Aug 6, 2024 | Blog, Customer Relationship Management, Salesforce
Are you a nonprofit considering implementing Salesforce? Have you heard about the Salesforce Nonprofit Success Pack (NPSP)? This managed package is tailored specifically for nonprofits and is a game-changer. It streamlines fundraising and stakeholder data, offering a...
