by Mike Walsh | Feb 27, 2018 | Salesforce Tips
The Spring ‘18 release of Salesforce is big. Really big! So we have put together a 3 part series to simplify everything and highlight 15 of the top features. Welcome to part 2 of 3 of our guide to a simplified Spring ’18 Salesforce release. If you missed last week’s part 1, you can catch up here. For part 2 … read on!
Gathering quality feedback from clients and customers can be a key to growth and success and a source of giant headaches, all at the same time. While there are a large number of survey apps out there on the AppExchange, as part of the Spring release, Salesforce has created an intuitive survey builder. The easier it is to gather feedback, the better.
The best part about this feature, is that all your survey data is stored in your org, so you can view data, create reports and dashboards, and share insights within your company. This feature is generally available in Classic and Lightning Experience.
Data Privacy and GDPR (General Data Protection Regulation)
Coming in May, new regulations in Europe will play a big role in shaping how companies use and collect data on individuals. Salesforce has rolled out a number of changes to help make it easy for you to approach the coming changes and remain compliant. Some specifics are:
- New Objects
- There are many new objects, and particularly the “Individual” object will help companies remain compliant. This object allows tracking of individual customers and their individual preferences and data.
- Delete Log Files
- GDPR states that individuals can request to have their data deleted, so Salesforce has added the ability to delete data, and the associated log files
- Data Privacy Preferences
- Spring ‘18 makes is possible to store specific preference for individuals
- Email Read receipts
- If desired, Salesforce now allows for preventing users from getting read receipts for email messages they send.
- Additional Resources
- Finally, if all of this feels complex, Salesforce has added plenty of resources to help guide you
In last week’s post, we talked about the highly anticipated customization features included in myLightning, which allows users the ability to customize the look and layout of their screens. Another customization feature being added as part of this release is: users can now significantly modify their navigation bar.
In Lightning, you can now add any object, no matter how granular, to your navigation bar. Accounts, Dashboards or even individual records, or whatever object you need easy access to, can now be popped right onto your nav bar. Further navigation bar updates allow you to reorder items, rename or remove items that you’ve added and add temporary tabs for individualized sessions.
Salesforce CPQ and Billing offers an end-to-end solution for creating quotes, closing deals, settling invoices, and reporting revenue. – Salesforce
What’s not to like about that? All directly in Salesforce.
- Updated Visualforce pages and line selection abilities
- The ability to track the status of background contracting jobs
- Use of the Prorate Multiplier for Order Products
- Customized billing with dynamic invoice plans
- Better tools to manage tax for credit and debit notes
- Improved reporting tools
- A new payment center to seamlessly manage invoices and payments
- Pre-rated usage for order products
The introduction of Community Calendars allows users to share and view calendars from their Lightning community. This is a great way to keep in touch with everyone in your community, plan group events and coordinate meetings. The details of your calendar are also customizable, so if you don’t want to see it on the side panel, no problem. Finally, you can choose who sees your calendar and add the calendars of other team members that you want to view. Simple but effective.
That rounds it up for today’s installment. We hope you learned something and will see you here next week for the final installment of Simplifying Salesforce Spring ‘18!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Dec 27, 2017 | Blog, Salesforce Tips
From large to small, every release of Salesforce, (Spring, Summer and Winter) includes changes and tweaks to many different features. As one of the small changes in this year’s Winter ‘18 release, the search function has become smarter and faster in this year’s. The search changes are seemingly simple, so you might not notice them if you don’t know what to look for.
First, the instant results that appear under the search box now have a spell check function, helping you enter the correct search keywords, even if you aren’t the best at spelling. Following that is a trio of features that can make scanning and using search results a breeze. You can resize results columns, toggle the text results to wrap, and easily sort your search results. So now that you know, pull up that search bar and check out these handy new upgrades. Unfortunately, these improved search features will not be standard for everyone. As of now, these improved search functions are only taking effect on instances of Salesforce Lightning.
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 26, 2017 | Salesforce Tips
Migrating data to Salesforce and mass updating records can be challenging, but you can make your life a lot easier with the create audit fields feature. Creating records through the API will now allow you to update standard audit fields such as LastModifiedBy. In addition, you will be able to update records with inactive owners without contacting Salesforce.
Two different permission sets, “Set Audit Fields upon Record Creation” and “Update Records with Inactive Owners” can be assigned to users. This is a safeguard to ensure that only qualified users are defining the audit field and manipulate sensitive data. These permission sets take the place of what used to be a longer process, where you had to contact Salesforce to update inactive records.
Click here for more details!
-Ryan and the CMB Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 10, 2017 | Blog, Salesforce-Apps-AppExchange
Do things big and do things fast with this app. As the name says, this one is all about mass edits and updates, saving you quite a bit of time, not to mention avoiding the headache of manually updating individual data points for all of your records. Simply install it, setup the fields you want to give access to and get updating.
“Mass update and mass edit selected records from any filter view or related list. You get two easy-to-use tools designed for both admins and standard users.”
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jun 23, 2017 | Salesforce Tips
As time goes by, so many apps and products built for Salesforce are becoming more and more sophisticated and complex. To keep up with all this increasing complexity, developers also have to continually create new and improved systems and configurations. In response, Salesforce.com is releasing a much requested Apex Metadata API in the Summer 2017 release.
The three primary uses for the Apex Metadata API are:
- Self-configuring apps
- Upgrade scripts
- Custom setup UIs
To break it down to simplest parts, here are the key features of this new Metadata API:
- Access two metadata types: page layouts and records of custom metadata types
- Retrieve their metadata synchronously
- Create and update their metadata via asynchronous deploy
- Setup a callback on completion
- Trust your apps: installed packages must be “ApexCertified” or the subscriber org must turn on a setting to allow an Apex metadata deploy
- Track the namespace that initiated a deploy in the setup audit trail
Read more here!
-Ryan and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
