by Mike Walsh | Apr 16, 2018 | Salesforce Tips
Opportunity splits are an easy and effective way to share credit among your sales teams. Not every deal is the work of a single person, or even one single sales team. The Opportunity Splits allow everyone involved to get credit for their work, and show it on their revenue reports. Opportunity Splits have been around for quite a while in Salesforce Classic, but just came out for the Lightning Experience with the Spring ‘18 Release
To set up Opportunity splits, an administrator will need to enable them in your system. Once enabled, sharing credit is easy. Simply navigate to the Opportunity Splits section on an Opportunity and fill out the fields. You can credit team members who are directly responsible for opportunity revenue with revenue splits, which always total 100% of the opportunity amount or you can credit supporting team members with overlay splits, which can total any percentage of the opportunity amount, including percentages over 100%.
Considerations for Creating Opportunity Splits
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Mar 6, 2018 | Salesforce Tips
If you have seen our posts over the last two weeks then you already know that we have been rounding some of the top features of the Spring ‘18 Release of Salesforce. There are a lot of updates in this release and can all be a lot to sort through. That is why we decided to break it down a bit and give you a simplified guide to some of the top features.
Before diving in, If you would like to catch up with our previous articles, click here for Part 1, or Part 2.
Spring 18 Features – Part 3
Rooting out duplicates in the system can be a big challenge for any organization. Anyone, from admins to users, hates dealing with dupes. Not to mention that duplicates can cause issues of efficiency and functionality issues, in addition to being plain old annoying. Salesforce is now introducing the duplicate jobs features, allowing you to report on, view, and merge duplicates in your system. Set up your validation rules and run the program in the background. This is an easy way to take control of your database, and prevent bad data from hurting your business. Previously, you could only do this through a 3rd party app, integrated to Salesforce, but it will now be a standard feature for Lightning.
These days, most business professionals have a LinkedIn account. The platform is a great place to network and connect with other professionals. So wouldn’t it be nice to generate leads from all those contacts? That is exactly what Salesforce thought. This new feature allows users to connect their Salesforce to LinkedIn ads. This Web2Lead style integration creates leads in Salesforce from ad clicks on LinkedIn. Available in both Salesforce Classic and Lightning, this is a great way to passively increases your daily lead flow.
Updating large volumes of records can be rather mind numbing for Lighting users. The default record updating function made the process slow and tedious, however, this is problem no longer. Salesforce has finally built mass actions into the system as a native feature. You can now perform mass updates for up to 200 records, all from a simple list view. Let the OCD flow through you, as you can organize and clean up all your records in a fraction of the time it used to take.
There are quite a few enhancements for Flows in Lightning. The breakdown is as follows:
- Better Flow Screens – Lightning Components allow you to build flow screens that look and operate in any way that you want them to.
- Override the Default Header and Footer – Style customizations for both Lighting and Classic
- Track Progress Through a Flow with Stages (Beta) – A developing feature so you can indicate a user’s point in any flow
- Call JavaScript Directly from Your Flow with Local Actions (Pilot) – Pull data from an on-premises or private cloud database directly into your flow without going through the Salesforce server. Or do things directly in the browser, such as open a particular URL or confirm that a record was created with a toast message.
- Upload Files Directly from a Flow – Don’t break your concentration or lose your place in the flow to add important documents
- New Labels for Some Flow Types – Flow type changed to “Screen Flow”. Field Service Mobile is now called Field Service Mobile Flow, and Field Service Web has changed to Field Service Snap-In Flow.
- Launch Flows as Subtabs in Lightning Console Apps (Pilot) – When records are opened in a console app and there’s an associated flow, the flow is autolaunched as a subtab.
- Launch a Flow from an Object-Specific Action – Add flows to the action menu on your Lightning pages without hunting down the flow’s URL.
- Start Flows Dynamically from Apex – Previously, you could start a flow interview from Apex, but you had to hardcode the flow name in your method.
- Check Which Flow Translations Are Out of Date – When you change a flow that has translations, the affected translations are marked out of date in the UI and in bilingual export files.
- Execute All Autolaunched Flow Interviews When Invoked in Bulk (Critical Update) – When flow interviews are invoked in bulk, they are now all executed. Previously, when multiple flow interviews were invoked in bulk, only the first interview was started and executed; the remaining interviews were discarded.
If you aren’t familiar, Paths are a feature of Salesforce Lightning that allows users to see a visual representation of where a record is in its life cycle and provides users advice on what actions are needed based on the records current state. Starting with Leads and Opportunities, Paths have been very successful for guiding users and ensuring proper progress of objects through their life cycle.
For Spring ‘18, Salesforce is expanding the role of Paths to now include any standard object. Admins can take advantage, and ensure users have the proper directions they need for any object. Paths can now work for Accounts, Campaigns, Cases or any other standard object. A custom component setup allows you to build out your paths fairly quickly, and add an extra layer of knowledge for your users.
Conclusion
That’s it for the Salesforce Spring ‘18 Release. We hope you have enjoyed this series and that it has helped you digest all the information a little easier.
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 27, 2018 | Salesforce Tips
The Spring ‘18 release of Salesforce is big. Really big! So we have put together a 3 part series to simplify everything and highlight 15 of the top features. Welcome to part 2 of 3 of our guide to a simplified Spring ’18 Salesforce release. If you missed last week’s part 1, you can catch up here. For part 2 … read on!
Gathering quality feedback from clients and customers can be a key to growth and success and a source of giant headaches, all at the same time. While there are a large number of survey apps out there on the AppExchange, as part of the Spring release, Salesforce has created an intuitive survey builder. The easier it is to gather feedback, the better.
The best part about this feature, is that all your survey data is stored in your org, so you can view data, create reports and dashboards, and share insights within your company. This feature is generally available in Classic and Lightning Experience.
Data Privacy and GDPR (General Data Protection Regulation)
Coming in May, new regulations in Europe will play a big role in shaping how companies use and collect data on individuals. Salesforce has rolled out a number of changes to help make it easy for you to approach the coming changes and remain compliant. Some specifics are:
- New Objects
- There are many new objects, and particularly the “Individual” object will help companies remain compliant. This object allows tracking of individual customers and their individual preferences and data.
- Delete Log Files
- GDPR states that individuals can request to have their data deleted, so Salesforce has added the ability to delete data, and the associated log files
- Data Privacy Preferences
- Spring ‘18 makes is possible to store specific preference for individuals
- Email Read receipts
- If desired, Salesforce now allows for preventing users from getting read receipts for email messages they send.
- Additional Resources
- Finally, if all of this feels complex, Salesforce has added plenty of resources to help guide you
In last week’s post, we talked about the highly anticipated customization features included in myLightning, which allows users the ability to customize the look and layout of their screens. Another customization feature being added as part of this release is: users can now significantly modify their navigation bar.
In Lightning, you can now add any object, no matter how granular, to your navigation bar. Accounts, Dashboards or even individual records, or whatever object you need easy access to, can now be popped right onto your nav bar. Further navigation bar updates allow you to reorder items, rename or remove items that you’ve added and add temporary tabs for individualized sessions.
Salesforce CPQ and Billing offers an end-to-end solution for creating quotes, closing deals, settling invoices, and reporting revenue. – Salesforce
What’s not to like about that? All directly in Salesforce.
- Updated Visualforce pages and line selection abilities
- The ability to track the status of background contracting jobs
- Use of the Prorate Multiplier for Order Products
- Customized billing with dynamic invoice plans
- Better tools to manage tax for credit and debit notes
- Improved reporting tools
- A new payment center to seamlessly manage invoices and payments
- Pre-rated usage for order products
The introduction of Community Calendars allows users to share and view calendars from their Lightning community. This is a great way to keep in touch with everyone in your community, plan group events and coordinate meetings. The details of your calendar are also customizable, so if you don’t want to see it on the side panel, no problem. Finally, you can choose who sees your calendar and add the calendars of other team members that you want to view. Simple but effective.
That rounds it up for today’s installment. We hope you learned something and will see you here next week for the final installment of Simplifying Salesforce Spring ‘18!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 19, 2018 | Salesforce Tips
Spring is here! (For Salesforce)
The Spring 18 release of Salesforce is fully live! Take a look at the release notes and you will quickly see that there are a TON of updates and additions. So, to simplify things, we put together a short list of our favorite updates and upgrades. Having narrowed things down to 15 features of the Spring release, we will be cover these highlights in a three part series (one a week). Each week we will take a bit of time to go over each highlight, what they are and why you would want to know about them. So without further ado, the first part of our Spring ‘18 Highlights:
This one has to be the most prominent (and long anticipated) changes for Salesforce Lightning. myLightning finally allows users the ability to significantly customize the look and feel of Lightning! Create custom themes and consistently brand your Salesforce content.
- Theme and Design Styling – Brand image, colors, page background images and more. All of these features are designed to be built with a few simple clicks, not code, allowing you to get your new look interface off the ground quick. If you want something new, but don’t want to take the time to customize, Salesforce has also pre-loaded a number of stock themes to choose from.
- Dynamic Pages – Dynamic Pages do exactly what the name says, they change depending on the user that is looking at them. Through the Lightning App Builder, you can now set filters and logic that will add or subtract any page components, such as notes, alerts and more. Create a curated experience for each page and each user.
- Lightning Flow – Visualforce flows have been a bread and butter staple of Salesforce for some time. The new Lightning Flow allows admins to create similarly guided, visual processes for users, but now it can be done with Lightning Components. These flows can be added to apps, records and more.
- Lightning Bolt – The Lightning Bolt feature, which are out-of-the-box solutions that contain small collections of focused components, logics and practices, was introduced last year. As part of the Spring 18 release, Salesforce is continuing to encourage the use and development of these Bolt solutions. Read more about Bolts here
This is a big time productivity enhancement. Macros can now be used on just about any custom or standard object in Salesforce. It may take a few minutes to set up, but once you do, you can save yourself a lot of time with those annoying, everyday processes. Set up your Macros to transform your complex processes to a single click or keystroke. An overview of the Macro updates is below:
- Macros now work on more objects than ever before. Almost any standard object or custom object.
- Text fields can now hold up to 4,000 characters. A significant increase from the previous 1,000.
- Macros and emails now work together. Use either Lightning or Classic email templates
- Quick text can now be used to make Macros more efficient.
Artificial Intelligence is simply something that isn’t going away. Salesforce’s Einstein has been around for a little bit and is getting better all the time. See our Into to Einstein post here. For those that can take advantage, integrating AI into their Sales process makes closing deals faster and smarter.
The Opportunity Scoring feature is a fantastic enhancement to Einstein. Your team now has a visual indicator of their best deal opportunities, displayed in full view on the opportunity and opportunity lists. What’s more, Opportunity Scoring is easy to set up and is now available for both Lightning and Salesforce Classic.
Lightning Knowledge now has a number of additional features that were previously only available in Classic:
- Insert Articles into Case Emails – Agents can now insert knowledge articles directly into case emails. This is a quick and easy way to answer customer questions and provide quality solutions. Best of all, it is a big efficiency enhancement for Knowledge Agents.
- Draft Approvals – A simple but important carryover from Classic, Knowledge article authors can create drafts and submit them for approval. Custom approval processes can be easily created by admins, or even create auto-approval conditions. A great way to ensure a thorough and accurate Knowledge Base.
- Reassign article drafts – Along with being able to create drafts is the added ability to reassign them. Whatever the reason, new hire, left the company or to lighten a workload, articles marked as draft can be reassigned instead in order to get them finished.
- Knowledge Access for Live Agents – Another great addition for Knowledge Agents: they can now access knowledge base articles while chatting live with customers. A big time enhancement for customer support!
- Translation File Improvements – It is now possible to directly import translated files into draft translation records. Translated files are then added to Files and displayed in the Related List of the Knowledge Article.
New to Salesforce Knowledge? Click here for a quick guide
A simple but very important addition for customer support. Lightning now enables users to forward emails in the Case Feed. Because let’s be honest email forwarding is really a lot easier than cut and paste. To round out the email type features, Salesforce has added Reply, Reply All and Forward buttons to the Case Feed, Email Message record home, and the Case Email Related List. These features will be displayed on a docked email composer, that lives outside of the Case Feed
That about does it for the first installment of our Salesforce Spring ‘18 highlights.
See you here next week for part 2 of 3!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Feb 5, 2018 | Salesforce Tips
There is quite a bit of excitement in the blogosphere and Salesforce communities around the upcoming Spring ‘18 release. After all, it’s a big release and what’s not to be excited about? There are all sorts of improvements, features and customizations coming to your Salesforce org. However, some of the less sexy but still critical changes revolve around GDPR (General Data Protection Regulation) and what Salesforce is doing to enable compliance.
What is GDPR?
If your business is in, or has significant dealings in the European Union, you almost certainly know about GDPR already. However, for the uninitiated (or for those whom the 2015 GDPR announcement feels like an eternity ago and need a refresher) GDPR is a new privacy regulation in the EU, set to take effect on May 25, 2018, aimed at giving individuals more control over how their data is collected, used and stored. Up till now, there has been no unifying law that governs data privacy in the EU.
Who GDPR Affects?
Any organization that processes personal data of EU individuals, including tracking their online activities, is within the scope of the GDPR law, regardless of whether the organization has a physical presence in the EU. So if you contract with any individuals or businesses in Europe, you will be legally bound to comply.
What Are the Main Points of GDPR?
- Expanded definitions of “Personal Data”
- Requires that consent of personal data be ‘freely given, specific, informed, and unambiguous’
- Any data collected must be used for limited and specifically stated purposes
- Data must be used as minimally as possible
- Data must be accurate, kept up to date, and deleted if no longer necessary
- Everything collected must be kept safe and secure
- Organizations need a “Data Controller”, who is a designated user to maintain data and be able to demonstrate compliance with the GDPR
- Individuals have the “Right to Access and the Right to Erasure”. Meaning that they can request to see the entirety of what Data you have of theirs, and they can ask to have all of it completely erased if desired
What Do I Do to Remain Compliant?
There are quite a few steps for each company, based on their individual data practices, but the best general advice is to be extremely transparent and careful with how you collect, use and store data. The good news for Salesforce users is that the platform is working hard to make it easy for you to remain compliant.
Take a look here for a great overview and recommendations for first steps. If you need to go one step further and really gear up for the change, Salesforce Shield may be just what you need!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Opportunity splits are an easy and effective way to share credit among your sales teams. Not every deal is the work of a single person, or even one single sales team. The Opportunity Splits allow everyone involved to get credit for their work, and show it on their revenue reports. Opportunity Splits have been around for quite a while in Salesforce Classic, but just came out for the Lightning Experience with the Spring ‘18 Release
