We are not far off the Salesforce Summer’20 release (currently scheduled for mid-July). Although the core Salesforce platform features usually grab the headlines, it is another big release for Einstein Analytics.
So what features do we have coming very soon (already in sandboxes)?
Continue reading “Summer’20 Einstein Analytics Release Highlights”
Despite a slight delay, there is a lot of excitement about the Summer’20 release. Our Pardot team are especially excited, as are people looking forward to using Dynamic Forms. As such, I wanted to talk about the Salesforce CPQ items in the Summer’20 release and what they mean.
A client recently invited me into the UK Sales Operations Meetup and I attended a virtual meet up they held earlier this week. The subject was “10 Immediate Actions for a WFH Team”. It highlighted some changes that people could be making in their Salesforce orgs.
Continue reading “6 Salesforce changes to help in a WFH world”
As any remote team will know, digital collaboration is essential. Not only does it help you get to know your fellow team members better, but it can also help you be more productive.
However, most businesses will have multiple tools that overlap in functionality. This can make it challenging to know what tools you should use and when. More often than not, people then tend to fall back into email as this is where they feel most comfortable. However, generally, this is not the right tool for the job and can reduce collaboration and productivity.
Salesforce has collaboration features that you may not be using, however, can really help improve collaboration when working with customer data.
Chatter has been around since 2009. As an enterprise social network, Chatter is a way of helping everybody stay connected in a similar way to how you would use Facebook, LinkedIn or Twitter. It can be used by Employees (even if they don’t use Salesforce), Partners and Customers.
Chatter contains many features that would be familiar to anybody using social media. This includes posting updates, mentioning other users and sending images & attachments. Along with this, you can also post set questions, create polls and build custom actions.
Many businesses are not sure how they can get started with Chatter, and as such, it is often overlooked as a collaboration tool. To get started, you need to get an understanding of what the tool can do, who is going to use it and the purpose.
Within Chatter, you can follow people and records, making a personal daily feed of activity. This allows you to get an update on what is important to you without having to build reports or look at records.
There are many features of chatter that can aid collaboration if used regularly. These include:
Each record within Salesforce has its own feed (including dashboards). The feed can be populated with automatic updates such as field changes (e.g. Person A has updated field Stage from Proposal to Committed) or posting updates manually to the record.
An excellent way for teams to improve collaboration on customer accounts is to use the feed to share updates specific to the record. These updates can include mentioning users (start by typing @) who will then be notified.
Keeping all internal account communication to a single feed will help you find specific notes, reduce the number of emails sent and start conversations on topics that are visible to other users.
Groups are rooms of certain individuals that can be public or private depending on their need. Each group will have members that can publish and view posts.
Private groups are great for teams to share knowledge, information & documents. They keep discussions in a single place rather than using emails that can potentially get lost or left unread. You can even invite customers to private chatter groups, so they have space where they see updates and shared documents.
Public groups can be used for sharing company updates as well as collecting information on specific topics that are relevant to a broad audience. For example, you can create a group for each major competitor. These groups can be used to share information related to that competitor and ways you have beaten them on deals. This can then be used as a resource hub by other members of the team when they are going up against that competitor to give them the ammunition they need to help them win their deals.
The best place to see groups in action is through the Trailblazer Community.
Streams are custom feeds that you can build from the people & records you follow as well as groups that you are members of. They are a great way to focus on the feed information that is most important to you. You can get alerted about ongoing activities that you may not have been mentioned in explicitly.
The best place to find out more on Chatter is through Trailhead. After that, if you are still not sure where to start, or you are looking at ways to improve collaboration on Salesforce, get in touch and one of our experts will be happy to help.
Einstein Prediction Builder is a point and click AI tool and is available to purchase as one of the tools within the Einstein suite. In the Spring ’20 release, customer can now get one free prediction. So what is Einstein Prediction Builder, and what can you do with it?
As developers we have a responsibility to ensure that any code we write can be easily understood. Especially by any other developer who may come along and take on our code. Not only that, but writing code in such a way that when we ourselves come back to it, we can still recall what it does and why it does it.
Salesforce CPQ is not a cheap tool from a licence or implementation perspective. This is mainly due to the fact that it is complicated and can provide great ROI. It is the complication though which can put people off from taking the time to investigate the tool.
Continue reading “4 tell-tale signs you should investigate Salesforce CPQ”
London’s Calling was a true testament to the nations “keep calm and carry on” mentality when faced with times of adversity. Despite a bit of a bumpy buffering start, the virtual conference was underway with 5-6 different sessions at a time. There was plenty for admins, developers, consultants, architects, and marketers alike.
With Salesforce buying Vlocity this month for over a billion dollars it is a good time to think about the place for industry specific clouds in the Salesforce Ecosystem.
Continue reading “Vlocity, SalesForce and Industry Specific Clouds”
Sometimes you might need to limit the data that syncs between Salesforce and Pardot. Here’s a quick overview of how you can be more selective with your data syncing. Continue reading “Selective Syncing from Both Sides of the Fence”
London’s Calling is Europe’s largest community led event for Salesforce Professionals. At Nebula, it’s one of the Salesforce events we look forward to the most. But we have reasons to be SUPER excited this year…
Continue reading “Why We’re Excited for London’s Calling 2020”
Feedback is a powerful source of insight for any organisation aiming to improve their customers experience. What better way than to have that insight available natively in Salesforce? Introduced in Spring ’18, Salesforce Surveys have evolved significantly. New features are delivered in every release and 2020 will not disappoint!
Continue reading “Salesforce Surveys – Feedback at your Fingertips”