by Henry Abenaim | 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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by Henry Abenaim | Aug 1, 2019 | Blog, Salesforce Tips
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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by Henry Abenaim | 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
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by Henry Abenaim | Jul 18, 2019 | Blog, Salesforce Tips
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their business.
The addition of the new Lightning UI has yielded a bevy of new visual upgrades to the reports, so now all that powerful data is super easy on the eyes, and allows companies to get that impactful, visual understanding of what is going on.
If all of that wasn’t enough, last month Salesforce announced that they will be purchasing Tableau for $15.7B. Tableau is one of the leading data analytics and visualization platforms on the market, and such a large purchase is sure to yield significant results to the Salesforce platform.
Speculation is high on just exactly how Salesforce and Tableau will work together, especially considering that Salesforce already has its Einstein AI and Analytics platform up and running.
The takeover is sure to be slow, as the two large companies find a way to mesh, and the technologies slowly integrate.
However, down the road, we are sure to see all of that Tableau technology popping up here and there in Salesforce. And those already awesome looking Lightning Reports? Who knows, but there’s a decent chance we will start seeing even more improvements and upgrades.
-Ryan and the CloudMyBiz Team
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by Henry Abenaim | 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
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by Henry Abenaim | Jul 3, 2019 | Blog, Salesforce Tips
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
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