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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?

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App of the Week – Custom Lightning Navigation Buttons

App of the Week – Custom Lightning Navigation Buttons

Making little tweaks to your Salesforce Org. can add up to big enhancements. This week’s app gives users 5 handy new lightning navigation buttons to refresh their org, and extend functionality. Because it is built with the standard Salesforce Lightning Component Library, this app will scale with new releases! A final feature of note is that this app allows dynamic visibility for buttons via the Lightning App Builder versus using Record Types, which means you can run a button report based on field values on a record.

5 Lightning Components which display a button for users to interact with. Easily drag-and-drop these buttons onto any page to navigate to records, URLs, Chatter Groups, and List Views, and create records with specific record types.

Check it out here!

 

Celebrate Successes in Salesforce with Onscreen Confetti

Celebrate Successes in Salesforce with Onscreen Confetti

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

 

App of the Week – Draggin Role

App of the Week – Draggin Role

For any admin who had a large volume of users to manage, you want to take a look at this week’s app. Setting up user roles, and them changing them is usually not quick or easy to visualize how its all organized. Unless of course, you have an app specifically designed to do that! Draggin Role lets you manage your role hierarchy through a simple drag and drop interface, significantly improving the task of managing user roles. 

Draggin’ Role allows an administrator (or delegated administrator) to drag and drop users from one role to another, and to drag and drop roles around the hierarchy.

Check it out here!

 

Managing Duplicates in Salesforce

Managing Duplicates in Salesforce

Managing duplicates can be a big deal. Most businesses these days are collecting larger and larger amounts of data, however, too much data, especially if it lacks organization or management, just becomes a whole lot of noise that can be more confusing than helpful. 

If your Salesforce instance has tens of thousands of leads and contacts, you know exactly what I am talking about. In this article, we want to quickly talk about some of the main issues that arise from having unchecked duplicates in your CRM. Following that, we will discuss the default duplicate checking and prevention rules in Salesforce, and give you a few tips on using them.

Issues Related to Data Duplicates

Prevent Multiple Reps from Contacting the Same Leads 

This is obviously a big no-no, and makes your company look pretty bad. Duplicates of your accounts, contacts, and leads can make it impossible to track who has done what, no matter how diligent your team is with updating their activities. The ugly scenarios are many, including sales calls being made to current or former clients. 

Automation Nightmares

You probably want to automate as many processes as you can right? But duplicate data can put a wrench in the works. If you use automated lead assignment, multiple reps can get assigned different versions of leads, creating many extra phone calls, and unhappy customers. If you have duplicate records, your reporting will certainly be off and make it impossible to get good metrics on sales pipelines and more. Even works, dupes could cause repeated transactions, processes, or info requests creating plenty of extra work and possibly even losing you money directly. 

Disconnects Between Marketing and Sales

If you are using Salesforce and one of the marketing programs out there, Marketing Cloud, Pardot, HubSpot, etc. you will be sharing those leads and contacts. Most people unsubscribe pretty fast if they receive the same marketing email 2 or 3 times in a day. Beyond that, if you have a large volume of duplicate records, you can actually negatively effect your marketing performance, either by slowing down the works with too much volume or by getting your emails marked as SPAM by various email filters. 

Duplicate Management in Salesforce

If you type the word “dupe” into the AppExchange, you will a plethora of powerful, functional apps. If your system is riddled with duplicates and suffering from significant problems, we recommend looking into these apps, or even hiring a consultant who specializes in data de-duplication.

However, for those who aren’t suffering from critical data issues, Salesforce comes standard with duplicate management options that, with a little time and effort, should get the job done. It needs to be noted that these rules are geared at leads and contacts, with accounts being an option as well.  

If your org was purchased after 2015, your duplicate check rules come automatically activated, while those who purchased earlier, you need to activate them yourself. Watch this video for a quick guide on setting up your duplicate rules. 

These rules will allow you to do a couple of things:

1) When someone manually enters a new lead, a notification will pop up if the matching rules register the lead or contact as a dupe. You can also block matched duplicates from being entered here. 

2) On an already created contact or lead page, the system will automatically check for possible duplicates, and the lead page can be set up so that users can quickly see and merge possible dupes.

Not bad right? Well, there is one more bit of info here to be aware of, and that is what the criteria are for the matching rules. Different companies all look for different data points when entering leads, such as, company, location, email, etc. Salesforce has defined a small series of their most common rules that would flag a lead as a possible dupe, such as First Name, Last Name, Title, and Company. This is obviously important, because depending on your business practices, the default rules may give you too many dupe hits, or not enough. For a full list of what Salesforce looks for, click here.

Of course, Salesforce being pretty darn customizable, you can also create your own matching rules if you find that the default rules are not effective enough for your org. Simply find “matching rules” under your Salesforce Setup menu – click New, and define your own custom set of criteria!

 

-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