Author: sammathie

What You’ll Find in This Blog 

• Protecting Your Investment: This blog explains how a Salesforce org can become outdated and inefficient without continuous support, directly impacting your return on investment. 

• Signs of a Stale System: Learn to identify common issues such as low user adoption, messy data, and unutilised features that indicate your system is going stale. 

• The Proactive Solution: Discover how a managed services model provides continuous, proactive care to prevent issues and ensure your system is always up-to-date and effective. 

A Salesforce implementation is a significant investment, a powerful leap towards operational efficiency and growth. But what happens after go-live? The reality is that your Salesforce org is a living, breathing system that needs constant attention. Without it, your investment can quickly go stale, losing its value and becoming a source of frustration rather than a driver of success. 

Signs Your System is Going Stale 

Your Salesforce org isn’t a “set and forget” asset. Over time, a lack of continuous improvement leads to clear signs of decline: 

• Low User Adoption: If your team is returning to spreadsheets or using workarounds, it’s a sign they’re not getting the support they need. A stale system is one that no longer fits the team’s evolving needs, leading to disengagement. 

• Messy and Incomplete Data: Without regular data audits and cleanup, your org’s data quality will inevitably degrade. This leads to inaccurate reports, poor decisions, and a loss of trust in the system. 

• Missed Features and Updates: Salesforce releases new features three times a year. Without a team to review, test, and implement these, your org will be left behind, unable to take advantage of new innovations that could boost productivity. 

The Dangers of a Stale System 

The consequences of a stale Salesforce org are far-reaching. They include: 

• Reduced ROI: The business value you fought so hard to secure during go-live is slowly eroded. 

• Increased Risk: Outdated security settings and unmanaged processes can leave you vulnerable to data breaches or compliance issues. 

• Wasted Labour: Your team spends valuable time on manual, repetitive tasks that could have been automated months ago. 

The Cure: Proactive Managed Services 

A managed services partner acts as a safe pair of hands, providing the continuous care your Salesforce org needs. We focus on proactive support that prevents problems before they start. 

• Continuous Improvement: We review your system regularly, identifying opportunities for automation and efficiency gains. 

• Expert Release Management: Our team reviews every Salesforce update, determining which new features can be leveraged to benefit your business and managing the implementation process. 

• Ongoing Enablement: We help your team adopt new features and best practices, ensuring your system stays fresh, relevant, and well-utilised. 

Don’t let your system go stale. Protect your investment and ensure your Salesforce org remains a powerful engine for your business for years to come. 

Salesforce Implementation FAQs

What is a tailored Salesforce implementation?

A tailored Salesforce implementation is designed around the way your organisation operates, rather than relying on a generic template. Every business has different processes, reporting requirements, users and long-term objectives, so your Salesforce environment should reflect those differences. At Xenogenix, we begin every implementation by understanding your business before configuring the platform. This helps improve user adoption, simplify reporting and create a Salesforce environment that continues to support your organisation as it grows.

How long does a Salesforce implementation take?

There is no one-size-fits-all answer. The timescale depends on factors such as the size of your organisation, the complexity of your processes, data migration requirements, integrations and the level of customisation needed. A structured discovery phase helps establish realistic timelines, identify priorities and ensure your implementation is delivered efficiently without compromising long-term quality.

What should be included in a Salesforce implementation?

A successful Salesforce implementation is about much more than configuration. It should include business discovery, solution design, Salesforce configuration, data migration, system integrations, testing, user training and post-go-live support. Taking a structured approach helps ensure Salesforce is aligned to your business processes and continues to deliver value long after implementation is complete.

Why choose a Salesforce consultancy rather than implementing Salesforce yourself?

Salesforce is an incredibly powerful platform, but implementing it successfully requires more than technical knowledge. An experienced Salesforce consultancy will help you understand how the platform should support your business, avoid unnecessary complexity and create a solution that can grow with your organisation. Working with the right partner also reduces implementation risk and improves long-term user adoption.

Salesforce Optimisation FAQs

Why does Salesforce become harder to manage over time?

As businesses grow, processes change, reporting requirements evolve and new systems are introduced. Without regular optimisation, Salesforce environments naturally become more complex, making them harder to manage and reducing user adoption. Reviewing your Salesforce platform regularly helps ensure it continues to reflect the way your business operates and supports future growth.

How often should Salesforce be reviewed?

We generally recommend carrying out a Salesforce review at least once a year, or whenever there is a significant change within your business. This might include introducing new products or services, restructuring teams, implementing new systems or preparing for automation and AI initiatives. Regular reviews help identify opportunities to simplify processes and improve platform performance.

What are Salesforce Managed Services?

Salesforce Managed Services provide ongoing support, optimisation and strategic guidance after implementation. Rather than only reacting to issues, managed services help organisations continuously improve Salesforce, maintain data quality, increase user adoption and ensure the platform evolves alongside changing business requirements.

Salesforce Data & Integrations FAQs

Can Salesforce integrate with our existing business systems?

Yes. Salesforce can integrate with a wide range of business applications including finance systems, ERP platforms, marketing automation tools, websites and customer service platforms. Well-designed integrations improve data visibility, reduce manual administration and help create a single, reliable source of information across your organisation.

How difficult is Salesforce data migration?

The complexity of a Salesforce data migration depends on the quality of your existing data, the number of systems involved and how information has been managed historically. Careful planning, data cleansing and validation are essential to ensure a successful migration and provide a strong foundation for reporting, automation and future platform growth.

AI & Future Readiness FAQs

Is my Salesforce environment ready for AI?

Successful AI initiatives rely on accurate data, consistent processes and high levels of user adoption. If your Salesforce environment contains duplicate records, manual workarounds or inconsistent reporting, it is often worth addressing these areas before introducing AI. A well-optimised Salesforce platform provides a much stronger foundation for future automation and AI capabilities.

Should I optimise Salesforce before introducing AI?

In most cases, yes. Optimising Salesforce first helps ensure your data is reliable, your processes are consistent and your users are getting the most from the platform. AI works best when it is built on strong foundations. Reviewing your Salesforce environment before introducing AI can help maximise the value of both your existing platform and future technology investments.

Frequently Asked Questions About Certinia

What is Certinia?

Certinia is a professional services automation (PSA) and ERP solution built natively on the Salesforce platform. It helps organisations manage projects, resources, financials and service delivery from a single platform, providing greater visibility across the entire customer lifecycle.

Can Salesforce and Certinia be implemented together?

Yes. Because Certinia is built on Salesforce, many organisations choose to implement or optimise both platforms together. This creates a connected solution that supports CRM, project delivery, resource management and financial operations without the need for complex third-party integrations.

Does Xenogenix provide Certinia implementation and support?

Yes. Alongside our Salesforce implementation, optimisation and managed services, Xenogenix also provides Certinia implementation, optimisation, upgrades and ongoing support. Our consultants help organisations get the most value from both platforms by aligning technology to real business processes.

Choosing a Salesforce Consultancy

Why choose Xenogenix as your Salesforce consultancy?

Choosing a Salesforce consultancy is about finding a partner that understands both the technology and the way your business operates. Since 2007, Xenogenix has delivered more than 400 successful Salesforce and Certinia projects, helping organisations implement, optimise and continuously improve their platforms. From tailored Salesforce implementations and data migration through to integrations, managed services and long-term optimisation, our focus is on creating practical solutions that deliver measurable business value.our CRM keeps evolving with your business.

Find Out More

If you still have questions about if a CRM is right for your business fill out the form below and one of the team will be in touch shortly.

What You’ll Find in This Blog

• Proactive CRM Maintenance: Discover why the quieter summer period is the ideal time to perform a comprehensive Salesforce health check to prepare for the busy months ahead.
• Identifying Org Health: Learn to spot common red flags, such as slow performance, poor data quality, and low user adoption, which indicate your Salesforce instance needs optimisation.
• Two Health Check Options: The blog introduces both a free interactive tool for instant insights and a consultant-led health check for a deeper, more tailored analysis.
• Key Benefits: Understand how a health check improves efficiency, enhances data quality, strengthens security, and future-proofs your Salesforce implementation.

Introduction: The Quiet Before the Storm

As the summer sun shines, your business might be experiencing a natural slowdown. Meetings are a little less frantic, inboxes are slightly quieter, and the usual autumn rush feels a long way off. But instead of seeing this as downtime, smart leaders are viewing it as an opportunity.

The summer lull is the perfect time to get your house in order. And when it comes to your digital operations, there’s no better place to start than with your Salesforce implementation. Is your org truly ready for the increase in activity that comes with the new financial year? Or is it harbouring hidden issues that will slow you down when it matters most?

What is a Salesforce Health Check?

A Salesforce Health Check is a comprehensive review of your org to identify areas of inefficiency, potential risks, and opportunities for optimisation. It’s like a deep clean and tune-up for your most valuable business tool. A health check with Xenogenix delves into key areas, including:

• Performance & Efficiency: Are your reports running slowly? Are users spending too much time on manual tasks that could be automated?
• Data Quality: Is your data messy, duplicated, or incomplete? Poor data leads to poor decisions.
• Security & Governance: Are your user permissions, sharing rules, and security settings up to standard and compliant?
• Future-proofing: Is your current setup scalable? Are you taking advantage of the latest features and releases to stay ahead of the curve?

Common Red Flags Your Org Needs a Health Check

Even if you’re not an admin, you can spot the tell-tale signs that your Salesforce implementation needs a tune-up:

• The “We’ve always done it this way” Mentality: Your team is using workarounds or manual spreadsheets instead of the system.
• Low User Adoption: People are complaining about the system or simply not using it as intended.
• Sloppy Data: You see duplicate records, incomplete fields, or inconsistent information.
• Slow Reports & Dashboards: Users are waiting too long for pages to load.
• Security Worries: You have concerns about who has access to what data.

The Summer Advantage: Why Now is the Best Time

Carrying out a full health check can be difficult during peak periods. The summer provides a unique window to:

• Avoid Disruptions: With fewer meetings and lighter project loads, your team can more easily provide feedback without disrupting critical work.
• Implement Changes: Found some issues? You have time to properly implement and test solutions, train users, and embed new processes before the autumn rush.
• Strategic Planning: Use the findings to build a clear roadmap for the second half of the year, ensuring your Salesforce strategy is aligned with your business goals.

Ready to See How Healthy Your Org Is?

At Xenogenix, we believe an optimised Salesforce org is the foundation of a successful business. We have two ways you can get started:

1. Try Our Interactive Health Check Tool: Get instant, high-level insights into your Salesforce setup with our easy-to-use digital tool. It’s a great starting point to identify potential red flags.
2. Book a Free Consultant-Led Health Check: For a deeper, more tailored analysis, speak with one of our certified consultants. We’ll provide a personalised review and actionable recommendations to help you prepare for the busy months ahead.

Don’t wait for autumn to expose your vulnerabilities. Make the most of the summer and ensure your Salesforce is in peak condition.

Book Your Free Healthcheck

Fill out the form below and one of our consultants will be in touch to book your healthcheck,

When working in Marketing Cloud Account Engagement (Pardot), it’s easy to assume everything will run smoothly once your logic is set. After all, the system will follow the rules you give it — but that’s exactly why testing and previewing should be a non-negotiable step in your process.

The System Isn’t Wrong — But People Can Be

Whether you’re creating automation rules, dynamic lists, or segmentation rules, Pardot will faithfully apply the logic you’ve configured. The problem? Even the most experienced marketers can slip up with complex criteria, mismatched field values, or overlooked filters.

That’s why the best advice we can give is:
🔁 Test, test, and test again.

Always Use the Preview Function

Before activating anything, take advantage of Pardot’s preview feature to see exactly which prospects will be affected. It’s your safety net and a quick way to sanity-check your setup. If you see names that shouldn’t be there (or don’t see ones that should), that’s your red flag to go back and review the logic.

Don’t Forget Engagement Studio

It’s easy to overlook, but Engagement Studio needs just as much testing. The flow might look right at a glance, but if your wait times are off or conditions aren’t quite right, you could end up sending all your emails on Day 1 — or never sending them at all.

✅ Use the Test function in Engagement Studio to run different prospect scenarios. This will help you make sure your wait times, rules, and branching logic work exactly as you expect. It’s the best way to catch errors before your audience does.

Avoid Automation Regret

Turning on a misconfigured automation can lead to emails being sent to the wrong list, prospects being incorrectly tagged or nurtured, or worse — data being overwritten. Fixing these issues later takes far longer than taking a few extra minutes upfront to validate your setup.

Final Thought

Pardot is powerful, but it’s only as accurate as the rules you give it. So before you hit “Activate,” remember:

Test. Test. Test.

What you will find in this blog:

• Certinia PSA Storage Solutions: Discover why high-volume Certinia (formerly FinancialForce) PSA data impacts Salesforce storage and how to manage it without built-in archiving.
• Safe Data Deletion & Backup: Learn critical precautions like sandbox testing and archiving, plus best practices for safely deleting historical records.
• Key Records to Target: Identify specific high-volume Certinia PSA record types (Timecard Splits, Expenses, etc.) and guidance on how to address them.

Introduction: Is your Salesforce storage creeping up, causing concerns about performance or additional costs? For Certinia (formerly FinancialForce) PSA users, managing data volume is crucial, especially since the platform doesn’t have a built-in archiving feature. Over time, high-volume transactional records can consume significant storage. The good news? You can proactively manage this. 

At Xenogenix, as experienced Salesforce and Certinia partners, we understand the intricacies of optimising your cloud solutions. This guide will walk you through how to judiciously delete high-volume Certinia PSA records to reduce your total storage, ensuring your Salesforce environment remains efficient and cost-effective. 

Why Delete PSA Records? Certinia PSA generates a large volume of transactional data, including timecard splits, expenses, milestones, and budget details. While essential for operations, historical records can accumulate, leading to: 

• Increased storage consumption, potentially requiring you to purchase more data. 

• Slightly slower report generation or system performance if queries have to sift through massive datasets. 

Key Considerations Before Deleting: Certinia advises extreme caution when deleting records, especially from a production environment. Our primary recommendations are: 

1. Always Test in Sandbox First: Before any deletion in your live org, replicate the process in a sandbox environment to understand the exact impact and confirm expected outcomes. 

2. Empty Your Recycle Bin (if needed): New deletions can overwrite existing items in your Recycle Bin. Ensure it’s clear of anything you wish to retain before proceeding. 

3. Archive Data: Deleting means permanent removal from your live Salesforce org. For compliance or future reference, always export high-volume records as a .csv file and archive them securely before deletion. 

Which High-Volume PSA Records Can You Delete? 

Here’s a breakdown of common high-volume records and considerations for their deletion: 

• Transactional Records (Timecard Splits, Expenses, Milestones, Budgets, Miscellaneous Adjustments): 

• These are often the biggest culprits for storage. 

• Identify records older than a specific cutoff date (e.g., more than 5 years old). 

• Export these records for your archives. 

• Use tools like Salesforce Data Loader to delete them. You can use a script for mass deletion based on your criteria. 

• Utilisation Detail Records: 

• These records capture granular details about resource utilisation. 

• They can be exported and deleted for periods older than your required reporting window. 

• Note: These records can often be regenerated if needed, but consider the effort involved. 

• Backlog Detail Records: 

• These relate to your project backlog calculations. 

• You can delete historical backlog detail records. 

• Consider using the “Reuse Detail Objects” in the Backlog Calculation job to prevent excessive record creation going forward. 

• If using Data Loader, delete Backlog Detail records before their associated Backlog Calculation records. 

• Est vs Actuals Records (EVAs): 

• Similar to other record types, users are advised to export and delete EVAs older than a specified date, with the understanding that they can be regenerated. A script example is also provided. 

• Time Date Records: 

• The article mentions that deleting these child records of timecards can affect timecards and reports if they rely on this object. 

Need a Helping Hand with Storage Management? Navigating high-volume data deletion requires careful planning and execution to avoid disrupting your operations or losing critical information. At Xenogenix, we specialise in Certinia and Salesforce optimisation. Our experts can: 

• Assess your org’s current storage usage and identify key areas for reduction. 

• Develop a tailored data retention and deletion strategy. 

• Safely implement deletion processes, ensuring data integrity and compliance. 

• Provide ongoing guidance to keep your Salesforce environment lean and efficient. 

Don’t let data overload slow you down or inflate your costs. Contact Xenogenix today for a consultation on optimising your Salesforce and Certinia storage! 

The highly anticipated Salesforce Spring ’25 release is here, bringing with it a game-changer for how organisations manage approvals. Gone are the days of rigid approval workflows that only allowed specific naming of approvers. Salesforce’s new Flow types are designed to handle the more varied and real world scenarios we see within our businesses.  

What’s New and How Does it Benefit You?  

Let’s dive into the core enhancements that will empower your operations:  

1. Launch Approvals that make sense to approvers and requestors: Historically, Salesforce offered the ‘Submit for Approval’ button out of the box and as we know this was not directly customizable to a business need. Much of the ability to customize this process was a dark art. With the new approval functionality, we can leverage the power of Flow, custom buttons and lightning page layouts to deliver a truly tailored and optimized experience. Ever wanted to ask the user for additional information that actually supports your ability to approve during submission? Ever wanted to validate the approver was in the building for a quick turnaround, or choose an alternative approver based on real time data?  It’s all possible with the new approval tool.  

2. Trigger approvals at the right time and prompt when needed: Record triggered approvals appear when they should. You won’t need to rely on users to hit submit. Approvers will be notified at the right time based on a stage change or a data capture moment. Don’t worry, you can still require a user prompt as mentioned above, but if/when needed you can let Salesforce do the heavy lifting.   

3. Sophisticated Stage and Step Management: The real power of these new Flow types lies in their ability to define clear stages and steps. This provides unprecedented control over your approval hierarchy:  

• Multi-step Processes: Design complex approval paths with multiple steps within each stage, and trigger those stages based on the system data you choose. With the approvals now being Flow based, we have access to a much wider set of data to act upon 

• Sequential or Parallel Execution: Choose whether steps run one after another or simultaneously, optimising for speed or thoroughness. Those of you familiar with CPQ Advanced Approvals will know this was a big selling point of the solution. Now it’s standard! 

• Embed Existing Flows to support your approvals: You can even embed other Screen Flows (for user interaction) or Autolaunched Flows (for background automation) within these stages, creating truly comprehensive workflows that not only provide guardrails but support complex follow on action 

• Customisable Entry Criteria: Set precise conditions for when an approval step should begin, ensuring the right people are involved at the right time.  

A Xenogenix Advantage  

At Xenogenix, we are incredibly excited about these new Flow Approval Orchestration capabilities. They provide us with even more robust tools to design, implement, and refine custom solutions tailored to your unique business requirements. Whether you’re looking to simplify expense approvals, automate contract sign-offs, or streamline complex project initiations, these new features offer the flexibility and power to achieve your goals.  

Ready to Optimise Your Approvals?  

The Salesforce Spring ’25 release brings a new era of approval management. Get in touch with us today to discuss how these powerful new features can be leveraged to further optimise your Salesforce environment, reduce bottlenecks, and drive greater operational efficiency. Let’s unlock the full potential of your Salesforce investment together!  

In Summary:

• Salesforce ICU Locale Rollout: Summer ’25 brings a final push for International Components for Unicode (ICU) locale formats, standardizing date, time, currency, and address displays for global consistency.
• Prevent Inconsistencies & Errors: Understand the potential for ParseException errors, UI discrepancies, and Apex failures if older components aren’t updated to match ICU formats.
• Strategic Migration & Expert Support: While no immediate rush, a thorough review of your org’s custom code and integrations is crucial for a smooth transition, with Xenogenix offering expert guidance and testing.

The Salesforce Summer ’25 release is on the horizon, and with it comes a subtle yet potentially impactful update: the continued rollout of ICU (International Components for Unicode) locale formats. Introduced in Winter ’20, these formats are now the default for newer orgs, and Salesforce is making a final push to encourage adoption across the platform.

What are ICU Locale Formats?

ICU is a widely adopted set of libraries providing Unicode support, software internationalisation, and software localisation. In Salesforce, enabling ICU locale formats changes the way dates, times, currencies, and addresses are displayed, aiming for greater international consistency.

Is Your Org Already Using ICU?

The easiest way to check is to navigate to Setup > Company Information and look at the Locale Formats field. If your org was created in Winter ’20 or later, it’s likely already enabled.

The Summer ’25 Push: What You Need to Know

Salesforce is scheduled to attempt enabling ICU formats one last time during the Summer ’25 release for orgs that haven’t yet made the switch. If you want to defer this change, you need to act now:

1. Go to Setup > User Interface.
2. Deselect the “Enable ICU locale formats as part of the scheduled rollout” checkbox.

If this final attempt by Salesforce fails, you’ll need to manually enable the feature when you’re ready.

Manual Enablement: Proceed with Caution

You can manually enable ICU formats via Setup > Release Updates. However, even if your components’ API versions aren’t updated to 45.0 or higher, you can still enable it. This is where potential inconsistencies can arise.

• Inconsistent User Experience: Custom UI components or older Visualforce pages (API version 44.0 or earlier) will continue to use the older JDK (Java Development Kit) locale formats, while standard UI components will display the new ICU formats. This can lead to a confusing and inconsistent experience for your users.

Impact on Managed Packages:

If you rely on managed packages with Apex Classes, Apex Triggers, or Visualforce Pages below version 45.0, only the package owners can update these components. Ensure you check with your package providers for compatibility with ICU formats and install updated versions if necessary.

Technical Deep Dive: Potential Pitfalls

Updating a component’s API version (and having ICU enabled) will make it use ICU. However, neglecting to update others can cause issues:

• Visualforce Page Errors: Users making inline edits on older Visualforce pages might encounter “ParseException: Invalid Date and Time” errors due to differing date/time format expectations (e.g., dd-mm-yyyy vs. mm-dd-yyyy).
• UI Format Discrepancies: Users will see different formats for dates, times, currencies, and addresses across different UI elements depending on their API version.
• Apex Process Failures: Apex code that relies on specific date string formats from the JDK might fail when encountering dates in the new ICU format. This is particularly relevant for integrations where date formats are passed as strings from external systems.

Long-Term Implications:

While no immediate issues are anticipated for orgs that don’t enable ICU after Summer ’25, Salesforce is analysing the long-term implications of remaining on JDK formats. We currently don’t know what these implications might be.

Should You Enable ICU? Our Recommendation

There’s no immediate rush to enable ICU locale formats after the Summer ’25 release if you haven’t already. However, if you choose to do so, a thorough review of your codebase is crucial to identify and address any potential compatibility issues, especially with custom components and integrations.

Next Steps with Xenogenix:

Navigating this transition requires careful planning and execution. Xenogenix can help:

• Assess your org’s readiness for ICU.
• Identify potential compatibility issues in your Apex code, Visualforce pages, and integrations.
• Develop a comprehensive testing and migration strategy.
• Provide expert guidance and support throughout the enablement process.

Don’t let the Summer ’25 ICU update cause unexpected disruptions. Contact Xenogenix today for a consultation to ensure a smooth and successful transition.

What you will find in this blog:

• Key Summer ’25 Dates: Learn the essential timeline for sandbox preview and production release.
• Sandbox Prep Guidance: Understand why and how to prepare your testing environment.
• Xenogenix Support: Discover how we can help you navigate the update.

The countdown is on! Salesforce is gearing up for the exciting Summer ’25 Release, bringing a host of new features and enhancements designed to empower administrators. At Xenogenix, we know how crucial it is to plan ahead. This post breaks down the key Summer ’25 release dates and highlights the must-know admin features, along with how our expert team can ensure a smooth transition for your organisation. 

The Salesforce Summer ’25 Release Timeline: Get Prepared! 

Just like the team at Salesforce, we want to ensure you’re ready every step of the way: 

• Now – May 8th: Get Your Sandbox Ready! This is the crucial window to request or refresh your sandbox environment to get early access to Summer ’25. Don’t delay – a refreshed sandbox is your playground for testing!  

• How Xenogenix Can Help: We can guide you through the sandbox refresh process and advise on best practices for setting up your testing environment. 

• May 9th: Sandbox Preview Begins! Dive into the Summer ’25 goodness in your refreshed sandbox. Explore the new features and identify any potential impact on your current setup.  

• How Xenogenix Can Help: Our consultants can provide a guided tour of the key admin features in your sandbox, highlighting areas relevant to your specific org and helping you identify testing priorities. 

• May 16th, June 6th, June 13th: Production Release Weekends: These are the dates when your live Salesforce environment will be upgraded to Summer ’25. The specific date for your org will be visible in your Trust Status page.  

• How Xenogenix Can Help: We offer proactive health checks before and after the production release to ensure a smooth transition and address any unforeseen issues. 

• June 2nd: Release Readiness LIVE Broadcast: Salesforce experts will be showcasing the key features and answering your questions. It’s a great opportunity to learn directly from the source.  

Key Admin Features to Watch in Summer ’25: 

Based on the early buzz, here are some admin-centric highlights you won’t want to miss: 

• Salesforce Go: Your In-App Feature Discovery: Simplify onboarding and feature adoption with this new in-app guide, making it easier to find and set up new Sales Cloud functionalities. 

• Enhanced List View Dropdown: Navigation within List Views is becoming more intuitive with an improved dropdown menu, making it faster to find and switch between views. 

• Streamlined Report & Dashboard Subscriptions: Admins gain more control with the ability to set a single, org-wide email address for subscription notifications. 

• Efficient Object Permission Management (Access Summary): Save valuable time with the ability to mass-update object permissions across profiles and permission sets from a central location. 

• Continued Flow Builder Evolution: Expect further enhancements to the Flow Builder interface and functionality, making automation even more powerful and user-friendly. 

Xenogenix: Your Partner for a Successful Summer ’25 Transition: 

Navigating a Salesforce release can be exciting but also requires careful planning. Xenogenix is here to be your helping hand throughout. We offer a comprehensive suite of services to ensure you’re fully prepared for the Summer ’25 update and can leverage its new capabilities effectively. 

Don’t let the Summer ’25 Release catch you off guard! Contact Xenogenix today for a consultation to discuss your sandbox strategy, training needs, and post-release support. Let us help you make the most of the latest Salesforce innovations. 

Find Out More

If you’d like to find out more about how we can guide you through this release or have any ther questions just fill out the form below and one of the team will be in touch shortly.

In Summary:

• Identify Hidden Potential: The health check uncovers inefficiencies and missed opportunities in your Salesforce setup.
• Actionable Recommendations: You’ll receive a detailed report with clear steps to optimise your system.
• Expert Guidance for Success: Xenogenix provides tailored solutions and support to maximise your Salesforce ROI.

Your Salesforce platform is more than just a tool; it’s the backbone of your operations. But is it truly performing at its peak? Like any complex system, Salesforce can accumulate inefficiencies, outdated configurations, and missed opportunities over time. That’s where a Salesforce Health Check comes in. At Xenogenix, we understand the intricacies of Salesforce and offer a detailed health check to unlock your system’s hidden potential and drive tangible results. 

The Silent Saboteurs: Common Salesforce Challenges: 

Many businesses are unaware of the subtle issues hindering their Salesforce performance. These can include: 

• Data Inconsistencies: Duplicate records, inaccurate data, and inconsistent formatting can lead to skewed reports and flawed decision-making. 

• Workflow Inefficiencies: Outdated processes, redundant steps, and lack of automation can slow down your teams and impact productivity. 

• Security Vulnerabilities: Misconfigured permissions and inadequate security protocols can expose your sensitive data to risks. 

• Integration Issues: Poorly integrated systems can create data silos, hindering collaboration and impacting overall efficiency. 

• Missed Feature Opportunities: Salesforce is constantly evolving, and you might be missing out on valuable new features and functionalities that could significantly boost your operations. 

Why Choose a Salesforce Health Check with Xenogenix? 

At Xenogenix, we’re not just another Salesforce partner. We’re a Platinum partner with a deep understanding of the platform and a commitment to delivering exceptional results. Our Salesforce Health Check is a detailed analysis designed to: 

• Identify Critical Issues: We’ll pinpoint any data inconsistencies, workflow inefficiencies, security vulnerabilities, and integration problems that are hindering your system’s performance. 

• Provide Actionable Insights: You’ll receive a detailed report with clear, actionable recommendations for optimising your Salesforce setup. 

• Unlock Hidden Potential: We’ll help you discover new features and functionalities that can streamline your operations and drive growth. 

• Ensure Long-Term Success: We’ll provide guidance on best practices and ongoing optimisation strategies to ensure your Salesforce platform continues to deliver results. 

Our Process: A Thorough and Tailored Approach: 

Our Salesforce Health Check is a meticulous process that includes: 

• Initial Discovery: We’ll begin with a thorough understanding of your business objectives and current Salesforce setup. 

• System Analysis: We’ll conduct a detailed analysis of your data, configurations, workflows, and integrations. 

• Security Assessment: We’ll evaluate your security protocols and identify any potential vulnerabilities. 

• Performance Evaluation: We’ll assess your system’s performance and identify areas for improvement. 

• Detailed Report and Recommendations: You’ll receive a full report with actionable insights and recommendations tailored to your specific needs. 

The Xenogenix Advantage: 

• Platinum Partner Expertise: We possess deep knowledge and experience in Salesforce implementation and optimisation. 

• Tailored Solutions: We understand that every business is unique, and we provide customised solutions to meet your specific needs. 

• Proven Track Record: We have a history of delivering successful Salesforce projects and driving tangible results for our clients. 

• UK Based Experts: Our team are based in the UK, understanding the UK business market. 

Don’t Let Your Salesforce Hold You Back. Take Action Today! 

Is your Salesforce platform truly working for you, or is it working against you? Don’t leave your business growth to chance. Schedule your free, no-obligation Salesforce Health Check with Xenogenix today and discover the hidden potential of your system. 

Want To Find Out More?

If you’d like to arrange your free healthcheck just fill out the form below and one of our experienced consultants will be in touch shortly.

In Summary:

• AI-Powered Efficiency: Certinia is increasingly integrating AI, including Einstein Copilot, to automate tasks, improve forecasting accuracy, and enhance decision-making across services organizations.
• Enhanced Resource Management: Recent updates focus on streamlining resource allocation, shortlisting, and demand-side resourcing, leading to better project staffing and improved forecast accuracy.
• Improved Operational Performance: Certinia’s releases aim to boost efficiency with features like automated timecard suggestions, improved estimate builders, and enhanced financial tracking, ultimately driving scalability and customer satisfaction.

When a new Certinia release is available, it doesn’t update your system automatically. While this may seem inconvenient at first, it actually provides businesses with greater control over their environment. At Xenogenix, we help you make the most of these releases by ensuring a smooth and risk-free upgrade process. 

Why Certinia Updates Require a Hands-On Approach 

Unlike some cloud-based platforms that push automatic updates, Certinia provides a structured upgrade process to prevent disruption. Here’s why this approach benefits your business: 

1. Business Continuity – Automatic updates can introduce changes that impact functionality. A managed approach ensures updates are applied at the right time. 

2. Feature Control – Not all new features are necessary for every organisation. A hands-on approach allows businesses to enable only the features that add value. 

3. System Compatibility – Ensuring that integrations and customisations remain functional is crucial before applying updates. 

How Xenogenix Supports Your Certinia Updates 

• Pre-Upgrade Assessment – We analyse release notes and evaluate potential impacts on your business. 

• Testing & Validation – We test new updates in a controlled environment before rolling them out. 

• Feature Enablement – We activate only the features that align with your business needs. 

• Ongoing Support – We monitor performance post-upgrade to ensure everything runs smoothly. 

With Xenogenix, you get the best of both worlds—access to new Certinia capabilities without the risks of automatic updates. 

Want to find out more?

If you would like to find out more about how we can help you with your Certinia needs then fill out the form below and one of our consultants will be in touch shortly.