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 8, 2019 | Blog, Salesforce-Apps-AppExchange
Assignment Rules are easy to create and maintain in Salesforce. But if you’ve got complex routing requirements, or if you want to use assignment rules for objects other than Leads or Cases, you’re going to have to build something very custom and very complicated. Instead of trying to build and maintain a bunch of custom code to manage your assignment rules, check out the powerful Distribution Engine! The Distribution Engine features weighting, skill routing, load balancing, and more.
Distribution Engine is an easily configurable, intelligent, rules-based lead assignment engine that ensures your Leads, Opportunities, Contacts (any standard or custom SFDC object) are automatically distributed to the right team member at the right time.
Check it out here!
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 | Aug 1, 2019 | Blog, Salesforce-Apps-AppExchange
Scheduling and prioritization are probably one of the most overlooked factors of success. Sure, we all know that scheduling is important and that it can be super stressful if your schedule isn’t balanced, but the real question is, how do you get it on track? One answer is with the DayBack Calendar. This app for Salesforce gives users and admins amazing options, such as drag and drop functionality to help you balance your workload and the ability to see multiple calendars side by side.
The leading calendar for Apple’s FileMaker database, DayBack is now available for Salesforce: a multi user calendar that’s Lightning Ready!
Check it out here!
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
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us!
