At Xenogenix we have been using the new Pardot connected campaigns feature for a while. Its a great new addition to the Pardot features which can really demonstrate the value of your marketing campaigns to the rest of your business. Anyone in your organisation can now check the success of your marketing campaigns right from within Salesforce. So, how do [...]
Xenogenix are pleased to announce we have recently joined in a strategic partnership to implement FinancialForce products. FinancialForce is an established and market leading financial app which allows customers to streamline, simplify, and automate financial operations on the Salesforce Platform. FinancialForce automatically gives you and your team a complete, customer-centric view of your business. Rapidly translate demand into new revenue models, [...]
In the recent Spring 2019 Salesforce release notes a critical update was announced which will affect many Salesforce Orgs. Starting in the Winter 2020 updates (October 2019) Salesforce will turn on Lightning Experience for all orgs with editions that support Lightning Experience. Our customers have been asking questions regarding this update so we thought it might be useful to provide you with and [...]
The latest Salesforce release, winter 19, is just round the corner. As always there are loads of great new features, so we asked one of our consultants, Danny Ross, to chose his favourite features. Here's what Danny picked out: Change Owner Before, if I wanted to change a record owner, I would need to do them one by one, or [...]
As a busy Salesforce admin, your hands are full juggling update and change requests from across your company to help improve the efficiency of the platform – not to mention testing for each new Salesforce release. Wouldn’t it be nice if you had a way to manage all of your own projects? With Cloud Coach Milestones, you can easily create [...]
You may have noticed your org has recently updated to the latest Salesforce release - Summer '18, if not, it will very soon. You will now see the bear taking a swim! With pages of release notes we asked our consultants for a quick guide of useful features from this new release. 6 of the best are outlined here: [...]
There are now hundreds of different Google Chrome extensions which can be used to make your life easier when using Salesforce. Many of these extensions can save you time and increase your productivity so try a few out today. Here are some of our favourites as suggested by our team of consultants: API Names This small extension allows you to [...]
Business Cases are Tough Challenges Many organisations fail to exploit the amazing benefits of Saleforce.com because they need help to create the business case to upgrade to the more powerful Enterprise Edition of the platform. In the last year, the Professional Edition functionality has been extended to include some of the feature included in EE, but there remain powerful reasons [...]
It’s nearly Spring and Salesforce Spring ’18 release is being rolled out to all organisations. At Xenogenix we have been using and testing the new features for a while now and have noted a few additional features we feel are worth noting! Einstein Opportunity Scoring Prioritize your way to more business with Opportunity scoring. Opportunity scores are based [...]
As we mentioned in our last post, Salesforce Spring '18 is soon to be released. As we are getting ever closer to the General Data Protection Regulations (GDPR), coming into effect in Europe, there are some key features to help organisation become compliant: Store Certain Data Privacy Preferences Data privacy records, based on the Individual object, let you [...]