Salesforce Identity Confirmation Critical Update
Salesforce just sent out an email saying that they would begin a roll out that changes the default option for Identity Confirmation from email to SMS, and we have been getting emails from customers asking what this means. Some of … Read More
How to Keep Activities Private While Sharing the Parent Record
Have you ever had a need to make Activities Private while sharing the parent record? I recently worked on a project where the Client needed to track private activities without making the contacts Private. The Executive Director and Senior Managers … Read More
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