by XTIVIA | Jul 14, 2023 | Blog, Customer Relationship Management, Salesforce
A Salesforce admin is an important position that can greatly benefit an organization by ensuring the platform’s efficiency and effectiveness. Here are the top 15 challenges these admins face: Data Management: Salesforce admins often struggle with keeping data...
by Marilyn Prevatte | Jul 6, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Pardot, a software as a service (SaaS), is now called Salesforce Marketing Cloud Account Engagement, which allows businesses to create meaningful connections, generate pipelines, empower sales, and grow relationships over time. This change only adds to the...
by XTIVIA | Jun 16, 2023 | Blog, Customer Relationship Management, Salesforce
XTIVIA’s Admin on Demand is a service that provides businesses with access to experienced Salesforce administrators on a flexible, as-needed basis. Here’s how an XTIVIA’s Admin on Demand can help your organization: Increase efficiency: An experienced...
by XTIVIA | Jun 2, 2023 | Blog, Customer Relationship Management, Salesforce
Salesforce Industries, formerly known as Salesforce’s Industry Cloud, is a set of pre-built solutions specifically designed to cater to the needs of various industry verticals. These solutions enable businesses to leverage the power of Salesforce’s...
by XTIVIA | May 17, 2023 | Blog, Salesforce
Salesforce Service Cloud is a powerful customer service platform that enables businesses to deliver exceptional customer experiences. With Service Cloud, businesses can streamline their customer service operations, automate routine tasks, and provide personalized...
by Marilyn Prevatte | May 16, 2023 | Blog, Customer Relationship Management, Salesforce
Technical and design debt! What is it, and should you avoid it? The simple answer is YES! Technical Debt Technical debt is a metaphor used in software development to describe the consequences of prioritizing speed over code quality. Developers who make conscious or...
by Marilyn Prevatte | May 4, 2023 | Blog, Salesforce
Maybe you have been using Salesforce for a while now, but you suspect your data’s integrity and quality are inconsistent. Also, you may find that you need to utilize some of its features; a Salesforce Data Audit can help you identify those areas that need...
by XTIVIA | May 3, 2023 | Blog, Salesforce
Salesforce Service Cloud is a comprehensive customer service platform that enables businesses to deliver personalized, efficient, and consistent service across all channels. It provides a unified view of customer interactions, automates routine tasks, and enables...
by Marilyn Prevatte | Mar 28, 2023 | Blog, Salesforce
Have you ever wanted to restrict certain records to users and want to bypass org-wide defaults? You can with Restriction Rules. Salesforce Restriction Rules are a feature in Salesforce that allows administrators to restrict access to specific data, fields, or...
by Bill Thach | Mar 14, 2023 | Blog, Salesforce
You have probably heard this from many people who work in the Salesforce ecosystem, never to build new features in your production environment. Why do these users say this? Well, if anything you created in your production environment were to cause an issue with any of...
