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Why Salesforce Einstein?

Why Salesforce Einstein?

Salesforce Einstein

If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done a bit of digging, you probably don’t have a very concrete idea of just what that means exactly!

Well we came across this great article, posted on the Salesforceben.com website, and written by one of Salesforce’s own Einstein gurus. He gives a great overview of all the essential questions you may have regarding Einstein, including:

  • Why do you need Einstein?
  • How does Einstein get its data?
  • What are the main components of Einstein?

Read to full article with the link below

Guide to Salesforce Einstein

 

-Ryan and the CloudMyBiz Team

 


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Auto-Response Rule vs. Workflow Email Alert in Salesforce

Auto-Response Rule vs. Workflow Email Alert in Salesforce

Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different.

Workflow email alerts are designed to send out an email to anyone who needs to be notified of activity on a case or lead. Specifically, these alerts run when a case or lead is created or edited and can be sent to anyone you choose. Finally, it should be noted that workflow email alerts send only one email per email alert. 

Email alerts, in general, can be sent out from processes, flows, workflow rules, approval processes, or entitlement processes. Use cases for the workflow email alerts vary depending on your business needs but can include anything from notifying the rep assigned to a case when a new action is taken to keeping management in the loop on changes to high profile leads to keeping your sales team on top of their pipeline.

Our other automated email option for leads and cases, Auto-response rules, are designed to be sent to just the person who either submitted the lead on Web-to-Lead, or to the contact who created the case. These emails send out automatically when a new case or lead is submitted to Salesforce. This functionality sends one email based on the first rule entry criteria it matches in a sequence of rule entries.

Most commonly, these emails are variations of a ‘thank you’ notification and explain what next steps are being taken.

For a quick and easy breakdown, the following table lists some of the differences between workflow alerts and auto-response rules to help you determine which process to use:

TYPE OF PROCESS DESIGNED FOR RUNS WHEN SENDS EMAIL TO NUMBER OF EMAILS SENT
Workflow email alerts Notifications to interested parties. A case or lead is created or edited. Anyone you choose. Sends one email per email alert. Each workflow rule can have up to:

  • 10 email alerts as immediate actions
  • 10 email alerts per time trigger as time-dependent actions
  • 10 time triggers
Auto-response rules Initial response to the contact who created a case or the person who submitted the lead on the Web. A case or lead is created. Contact on a case or the person who submitted the lead on the Web. Sends one email based on the first rule entry criteria it matches in a sequence of rule entries.

 

-Ryan and the CloudMyBiz Team


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

 

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Custom Notifications in Salesforce Summer ‘19

Custom Notifications in Salesforce Summer ‘19

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.

Best Practices for Salesforce

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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Salesforce Reports Get a New Feature in Summer ‘19

Salesforce Reports Get a New Feature in Summer ‘19

Get your calculation hat on because we are going to be looking at the new feature in Salesforce Reports this week – Row-Level Formulas. That’s right, it’s been 11 years since this idea was originally suggested by a Salesforce user on the ideas channel, but here we are, with row-level formulas finally in Beta as of the Summer ‘19 release. General Release is scheduled for Winter ‘20, where a few additional features will be added to the row-level reports as well. 

A quick overview for anyone not in the know – prior to now, formula fields, (for example, the last day of the month minus 1, or the number of days since a certain event)  had to be created as one-offs fields, separate from the report. Then, that formula could be used as a field in the report to help give better insights and analytics.

All of that has changed, and you no longer have to build those unique formulas outside of the report. With the field formula functionality built right into the report, users will be to do their calculations, such as determining the number of days since an open opportunity was updated, instead of just listing the date, or the number of days since a user last logged on, right in the report. Saving time and making the reporting easier for everyone.

A quick note, this feature will only be available in Lightning, and again is currently only in Beta, and therefore may not be available in all orgs.

Click here to view the release notes

 

-Ryan and the CloudMyBiz Team

 


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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!