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Salesforce Prompts (Beta) in Summer ‘19

Salesforce Prompts (Beta) in Summer ‘19

If you have been paying attention to the various improvements that came out in the Summer ‘19 release of Salesforce, you may have come across this one, Salesforce Prompts (Beta).

This new feature in Salesforce gives admins the ability to create their own in-app guidance, training and news prompts to create a better overall user experience. As always, Salesforce is touting that these prompts can be created quick and easy, with clicks not code, so just about anyone can create them.

So what good are Salesforce prompts? Think of them as a handy set of pop up notifications, that will be able to give your users the right info at the right time. Some potential use cases are:

  • Links to training resources, with the prompt strategically situated on the page near the item the training, is linked to
  • News Alerts – for whatever news bulletins you want to display to the team
  • Introduce New Features – what better way to globally launch new org features than with a prompt announcing it to everyone?

These are just a few examples of how the prompts feature could potentially be used. Undoubtedly, there are already Salesforce Admins out there creating some amazing and creative uses for this feature. 

A few more details of note:

  • Salesforce helps to ensure that your users have the best experience by preventing multiple prompts from appearing at once. 
  • Salesforce also detects how users interact with prompts to determine whether to show the prompt again or stop showing it after the user has completed the desired action.
  • Prompts can be designated to be displayed to only users with specific permission sets. 

Finally, it should be emphasized that Prompts is currently only in Beta. This means that it is an experimental feature, and Salesforce is currently only offering limited support to the feature. However, it is currently scheduled for general release in the Winter release of this year.

Want to get started with your own prompts? Click here for more details and FAQ’s, and this link will get you started building your own!

 

-Ryan and the CloudMyBiz Team

 


Want to get started with Salesforce? 

Need some custom consulting or development to enhance the Salesforce you already have?

Contact us!

Blockchain Builder for Salesforce

Blockchain Builder for Salesforce

Salesforce is getting into the blockchain game. Announced at the end of May, Salesforce is now offering a beta version of their ‘Blockchain Builder’ that select partners can sign up for. 

So, if you are like me, you probably said to yourself something like, ‘Ok cool! So what does that mean exactly?’ 

You have probably heard about Blockchain and Bitcoin, but let’s be honest, the specifics of these technologies are complex, and really we have yet to truly figure out how to use them in the real world. But that hasn’t stopped most people from recognizing the technology has great potential and is something being invested in heavily.

What we can tell you right now though, is that the Blockchain Builder on Salesforce is one of the first low code blockchain platforms for a CRM. The builder will allow Salesforce users to create and manage their own blockchains through clicks and not code!

Only time will tell how this will be used for various businesses and industries, but as with all blockchain applications, it has the potential to make transactions faster and more secure, to create ironclad contracts, and to enhance data/information sharing to various networks. 

 

-Ryan and the CloudMyBiz Team


 

Want to get started with Salesforce? 

Need some custom consulting or development to enhance the Salesforce you already have?

 

Contact us

Tip of the Week – Connecting Salesforce to External Services (Preview)

Tip of the Week – Connecting Salesforce to External Services (Preview)

The External Services feature was announced as part of the Spring ‘17 Release of Salesforce. This product allows you to easily set up connections between your Salesforce org and – you guessed it! – external services of your choosing. You can access the services via a custom flow and all the necessary data will be imported directly into Salesforce.

Practically speaking, what does this mean for you as a Salesforce user? First of all, you can connect to third party services to enhance your Salesforce org, such as credit checks or online purchases. Don’t worry if you aren’t a master programmer; Salesforce has built a setup wizard to guide you through each step. Unfortunately, External Services is still in Beta. Once released, this feature will be very useful to anyone using Salesforce. Stay tuned to our blog for coverage and updates on External Services and other exciting new features.

Learn More about the External Services Beta!

-Ryan and the CMB Team