Salesforce Release Update 5.0: Advisory Rep ID Requests & Drip Campaign Integrations
As the financial services industry continues to leverage technology to improve operational efficiency, GVA remains committed to enhancing our systems to reduce manual processes andRead More
Salesforce Release Update 3.1: GVA Growth Gateway and Households & Individuals Layout Updates
After meeting with many of our advisors and receiving feedback across the network, we have implemented two updates to the GVA Growth Gateway and theRead More
Salesforce Release Update 2.4: “Households & Individuals” Data Clean Up, Field & List View Updates
After direct feedback from our network, we have streamlined and standardized the “Households & Individuals” experience in Salesforce. This update, deployed on February 13, 2026,Read More
Salesforce Release Update 2.0: Task Automation & Trading Updates
As part of our continued commitment to improving advisor workflows and operational efficiency, GVA will be rolling out several Salesforce enhancements on Friday, December 12,Read More
Salesforce Release Update 1.2: Advisor Driven Feedback – Household & Individual Ownership and Email Enhancements
To improve data accuracy, ownership clarity, and household-level communication, we’ve made important updates to how Household and Individual records are managed in Salesforce. These changesRead More
Salesforce Release Update 1.1: Advisor Driven Feedback – Layout Enhancements
Based on direct feedback from advisors, we’ve made several layout adjustments to improve visibility, consistency, and day-to-day workflow within Salesforce. These updates areRead More
Salesforce Release Update 1.0: Tasks, Record Colors & Layout Updates
As part of our continued investment in an advisor-first Salesforce experience, we’ve introduced several enhancements focused on improving clarity, efficiency, and day-to-day usability. These updatesRead More
