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 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 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 Marilyn Prevatte | Oct 19, 2023 | Blog, Salesforce
Lucky for us, in Winter 24, Salesforce will launch Einstein GPT, the next generation of Einstein. Salesforce’s AI technology is a groundbreaking new platform that delivers more than 200 billion AI-powered predictions across the Customer 360 auto-generated AI...
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 | Jun 3, 2022 | Blog, Salesforce
This is going to be controversial but I’m going to say it. The only type of Salesforce flow you should ever use for background automation in Salesforce is an Autolaunched flow! Yep, you heard that right, ALWAYS build an Autolaunched flow! Which means don’t...
by Marilyn Prevatte | Oct 6, 2020 | Blog, Customer Relationship Management
Why should you move to the Salesforce Lightning Experience? What benefits are there for your sales team, the ones that use Salesforce the most? There are many reasons, including the newly developed modern UI that brings in new features, modern design for ease-of-use,...
