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Updates to Free Salesforce Maintenance Exams [Updated 2020]
Sourced through Scoop.it from: www.salesforceben.com
Great to see Salesforce making it easier and more streamlined to stay certified and manage the various exams!
Unique Business Tasks to Automate
We all know that companies can automate all sorts of processes to save time, empower employees and generally become more successful. From things like adding leads, scheduling emails or generally streamlining business processes, most companies have little bits and pieces set up to help themselves out.
However, there are a number of lesser talked about tasks that can absolutely give you an unexpected boost! Take a look at this brief list and see how they can help your company.
Marketing: Researching relevant topics using Google Alerts.
- Marketers need to stay on top of industry trends and changes in order to best connect with their customers. Why spend time every week, month or day looking up and browsing through mountains of content. Let the content come to you through custom created alerts!
Customer Support/Relationships: Personalized emails
- Little gestures can go a long way, such as sending out personalized birthday or anniversary emails. Schedule them in advance, or, if you have an advanced CRM and marketing platform connector, such as Pardot and Salesforce, you can have those emails go out automatically on the relevant date, with custom email templates that pull customer information from the record.
Admin: Invoices & Bill Pay
- Whether you have a long list of customer invoices to collect on, or your own bills to pay, it can be a bit overwhelming and certainly time consuming. There are a plethorea of apps out there that can help you out with automated payments, automated invoice reminders and more! Of course, if you have Salesforce, choose one of the various integrated apps from the AppExchange, and you will have even more customer access and data at your fingertips.
Click here to read the full list!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need custom development or consulting to enhance the Salesforce you already have?
App of the Week – Sage Business Cloud People
HR and workforce management can become a real bottleneck to growing companies. After all, it isn’t always easy to manage all of the various people oriented aspects of a business. Luckily, there are tools out there like Sage Business Cloud People. Some key benefits include instant workforce visibility, automated processes and policies to improve HR productivity and delivery of great workforce experiences to employees
A global, end to end HR and People system for mid-size organizations, transforming the acquisition, engagement, management and development of people.
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.
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!
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
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?