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
You Asked, We Listened: Vendor Requests Made Easy
A new Vendor Request feature is now live on the GVA Intranet (gvaria.com), making it easier than ever to submit new vendor requests for reviewRead 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
GVA Salesforce: Record Type Update
New Record Type: Individual/Person Account
New client account records are now being created as “Individual/Person Account” type records. Additionally, records that exist as a “Contact” typeRead More
GVA Salesforce Updates: Linking Investment Records
GVA’s custom updates and improvements to its GVA Salesforce platform are ongoing. This week’s announcement looks at linking investment records. Please see our dedicated Read More
New Email for GVA Salesforce
GVA is dedicated to helping you understand our customized GVA Salesforce environment so to make it easier to contact us with any questions pertaining toRead More
