by Mike Walsh | Aug 8, 2019 | Blog, Salesforce Tips
As one of the simpler but nonetheless powerful additions to Salesforce as of the Summer ‘19 release is the ability to create, automate and send Custom Notifications to different users, at different times.
Previously, you could send only standard notifications for use cases predefined by Salesforce. However, Notification Builder puts you in control of who needs to know what and when. Admins can now setup custom notifications to go out for just about anything, from either standard or custom objects. Some examples include: sending a notification to the Sales Management Team when a new deal is closed or sending a notification to support when a high priority case is received.
All of this is done quickly and easily, directly in the Salesforce Process Builder. All you have to do now, is create an Action, and select action type of Send Custom Notification and define your message. Simple as that!
Click here for more details
-Ryan and the CloudMyBiz Team
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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 | Jul 25, 2019 | Blog, Salesforce Tips
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!
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 | Jul 9, 2019 | Blog, Salesforce Tips
As part of the Summer ‘19 Release of Salesforce, a standard option has been built into the system to help encourage user adoption and let your team celebrate a little bit.
You can now set up the system to shower the user with onscreen confetti and celebrate the little things. This functionality can be built around a wide variety of objects, status changes, and fields.
To set up confetti on your system, start by opening up the setup menu and typing Path Settings into the quick find box. Once you are there, edit the path settings.
Step 1: On the first screen you can define the name of the path functionality, which object you want it to run off of, and the record type and picklist
Step 2: Next you select the fields you want to appear, and can also add specific comments, directions or descriptions.
Step 3: Finally, use the slider to enable option A, and get the confetti party started.
-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
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.
