• FormAssembly and Salesforce for Nonprofits

    Throughout my career in the Salesforce ecosystem, there are moments where the same feature request will bubble up for 4 or 5 different customers, and its solution lies just beyond the core capability of Salesforce. In the past, it’s been everything from Salesforce to Quickbooks integration, mapping capabilities, or advanced quoting. Over the last few…

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  • Pardot Authentication Model: What’s Changing in February 2021

    You may have received recent “in-app” notifications or an email regarding an upcoming change to the Pardot authentication model and process. To help boil down what this means for your Pardot users we have assembled a few questions and answers to ensure you are prepared for the change. With the updates not taking place until…

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  • Salesforce Shield Implementation | Securing Your Sensitive Data

    Secure Your Most Sensitive Data With Salesforce Shield Salesforce is the most widely adopted CRM platform in the world. With this, comes the responsibility of transmitting and storing very sensitive data from the world’s top companies. Salesforce takes this very seriously and released Salesforce Shield back in 2015. Salesforce Shield introduces a suite of compliance…

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  • Combine NetSuite and Salesforce Data In Einstein Analytics

    When Plative entered the ERP space, NetSuite was an obvious choice, it’s a top tier ERP, its cloud-based, and from a user base perspective, it has significant overlap with Salesforce. As you can imagine we do quite a bit of NetSuite\Salesforce integration work and depending on the requirements, the project can be time-intensive. That’s why…

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