• Get a Grip on Salesforce Activities

    Salesforce Activities help facilitate the story of an organization & its customers’ experience. They are key components of facilitating workflows on platform & transcend it in the form of meetings & other interactions. A helpful way to think of activities is as both the glue that binds entities & the lubrication that ensures all the…

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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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  • Capital Markets and Real Estate Data Intelligence, Powered By Salesforce

    Our Core Operating Principle: Salesforce should improve your firm’s data intelligence, not complicate it. Our capital markets practice routinely receives calls from our partners and clients asking us for Salesforce Preqin integration, or Pitchbook, CapIQ, Equilar, and other data providers. What’s more important is how their peers in the industry are leveraging Salesforce as an…

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