5 Awesome Dashboard Report Tips for Salesforce Users
From working as a consultant to being an end-user, reports have often been the most topic for all levels of management within the businesses I even have worked in. one among the foremost factors why companies use Salesforce is the ability to urge the most understanding of how teams are performing, using very less number of clicks.
Salesforce Lightning has opened doors for analysts, administrators and users to inform a more robust story with data. If you’re a noob in Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you’ll use to induce more out of Lightning Reports and Dashboards.
1.
Interactive Filters
Do you have different teams segregated by country, region, or
industry? Lightning Reports enable users to pick filters that interest them.
Whether it’s viewing reports by a period of time, sales teams or other fields
to enable teams to know the performance and trends.
For instance, you’re building a worldwide Dashboard every level of managers in several roles can access. A Director that’s managing teams from different countries can simply make use of dashboard filters to modify views between country teams to visually compare how they’re doing. what’s great, additionally, is that data sharing within the role hierarchy is respected; as an example, a country head Manager with role hierarchy access guaranteed to data for the country they’re accountable for will only be viewing only data associated with his/her team.

To start building filters in Dashboards:
Click on + Filter and look for the field that you simply wish
to filter by.
Input the Display Name you would like to set for your filter,
using Filter Values to filter values by.
Input the Display Text if you would like to point out a text
different from the value in Salesforce

2.
Stacked Summaries
With the improved Lightning Report Builder, Stacked Summaries
are enabled by default. Users can easily summarise a considerable amount of
information for quicker review and comparison.

For example, if you would like to indicate the number of opportunities that are Closed Won, also because of the sub-total of Closed Won opportunities by each country, that’s possible with Stacked Summaries activated at the very bottom of your report page. you’ll view record count by each country, each opportunity owner or other sub-total counts that the report is grouped by.
3.
Build Reports Using Columns and Rows
Users can now select which rows and columns to display, with
the choice to swap rows and columns to look at what works best.

Take for instance you’re building a report with opportunity
owner as your rows, and opportunity revenue as your columns. While building the
report, you realized the list of opportunity owners are going to be more
suitable to display as columns to enable printing with the remaining of your
files into an annual report. you’ll simply hit the “Swap Rows and Columns” to
avoid wasting time, rather than dragging fields one at a time to form this
change!
4.
Filter On-the-fly with Dynamic Reports
Users don’t require editing the whole report if they must look at it with a unique filter applied. With the Lightning Report Filter function, users can easily adjust filters after the report is run as they want while keeping the saved report filters intact.

Let’s say you’ve got provided access to a report across topmost management of your organization. Different stakeholders within the management team wish to toggle different views of the report themselves, to fulfill their interests. instead of saving multiple versions of the same report, you’ll simply create a filter and leave the filter value blank. This way, users than creating a Dynamic Report within which viewers can enter filters and run reports quickly – it prevents other users from edits to the most structure of the report. A win-win for everyone!

5.
Light vs. Dark Mode for Lightning Dashboards
To differentiate components during a Lightning Dashboard, users can switch between light or dark mode per component, or maybe a special color palette in order that reports viewers are going to be drawn to the extremely important data.

For example, you’ve got been building multiple dashboards for the sales team by time period, region, industry. in order to point out a more eye-catching view for a dashboard showing actual revenue vs target revenue, you’ll select properties at the top right page of the dashboard, scroll to the bottom to choose a distinct dashboard theme or palette.
Summary
This post has covered 5 tips you’ll use to urge more out of Lightning Reports and Dashboards. you’ll be on your course for becoming a more Salesforce-savvy user and getting the knowledge you would like within the best way and tell a far better story with data. We Revolve Softech are Salesforce Consultant Partner. For more information and blogs visit our website www.revolvesoftech.com
Salesforce Acquires Vlocity for $1.33bn
After Keith Block’s reign as co-CEO, the news that Salesforce is acquiring Vlocity nevertheless marks a crucial step for the new CRM vendor, and one with serious implications for its ecosystem partners. Vlocity is one amongst the most significant and fastest-growing Salesforce-native ISVs, and being swallowed up by its own platform partner wasn’t its game plan when it was launched six years ago.
It is no surprise that Salesforce targeted this startup which has created strong 6 industry-specific CRMs on top of the Salesforce portfolios — communications, media, insurance financial services, health, energy and nonprofits.
But Vlocity’s founders had mapped a much more ambitious trajectory. They were inspired by the success of Veeva, the primary — then far only — Salesforce-native ISV to secure a stock exchange listing with its IPO in 2013, when it achieved a near $5 billion valuation (today, Veeva features a market cap of $22.3bn). Veeva’s early founders, joined by CEO David Schmaier et al. with a background in industry solutions at CRM pioneer Siebel, formed Vlocity in January 2014 with the goal of replicating Veeva’s success on a far grander scale.
A year ago the company was valued at a total of $1 billion and sold for $1.33 billion after raising $163 million. Which means it received 8.2X total invested capital which isn’t a nasty return.
In a recent blog article on the Vlocity website, founder and CEO Mr. David Schmaier put a confident spin on the deal. “Upon the close of the transaction, Vlocity — this excellent company that we, as a team, have created, built, and grown substantially into a transformational solution for 6 of the foremost important industries within the enterprise — will become a part of Salesforce,” he wrote in the blog.
Per usual, the deals are going to be predicated on regulatory approval and shut a while during Salesforce’s 2nd quarter in fiscal year 2021.
Bringing Vlocity into that blend further expands the impression and portfolio of Salesforce’s industry cloud offerings, benefits and adds new fuel to stay its continued growth on the right track. As a part of Salesforce, there’s immense potential to grow the Vlocity footprint than when it was achieving the success as a startup. Perhaps there’s also an addition element to the deal — at a time when Mr. Keith Block is stepping back, Mr. Marc Benioff (Founder and CEO) declared himself sating “especially excited that Mr. David Schmaier is joining into Salesforce family” on last night’s earnings call.
So what do you think about this recent acquisition, Please express your views in the comment section and follow our blogs for latest news and updates about Salesforce technology
Website: www.revolvesoftech.com
What it requires to become a Salesforce Lightning Expert in 2020
We all know that Salesforce Lightning is now the default user experience following the winter ’20 release – so, it’s time to considering becoming a Lightning Champion!
‘Lightning Champions’ may be a peer-to-peer special program that empowers all the Trailblazers to share their expertise in rolling out Salesforce Lightning or build apps on the platform using Lightning tools and its frameworks. Our Revolve Softech employees had joined the Lightning Champion program a couple of months ago, which offers amazing opportunities to find out and share your expertise with the Salesforce Ohana.
Lightning Champion Perks
Here are a number of benefits:
- Lightning Swag (Hoodies, T-Shirts, Pins, and Stickers)
- Access to Lightning Champion Community Group
- Get the Lightning Champion newsletter
- Lightning Champion Activity opportunities at Salesforce Events
- You will get a very Special Invitation to Lightning Champion events at Dreamforce and TrailheaDX
- Profile card together with your name, photo, and bio on Meet the Lightning Champions microsite
Becoming a Lightning Champion – It’s as simple as steps 1-2-3!
Step 1 – Choose the trail
The Lightning Champion program gives you two paths to settle on from – you’ll be able to choose either one among them or both.
Choose to be a Lightning Activation Champion:
If you would like to assist the community in their rollout process for the Lightning Experience. Choose this path if:
- You’ve successfully jump-start Lightning Experience a minimum of once
- You know the ropes of change management
- You like to urge hands-on with the Lightning Experience and show others the way to do an equivalent
- If want to become a presenter and, share, or be a mentor
- You’re up for a year-long commitment to the program
- You’ve completed the Lightning Experience Rollout Specialist Super badge
Choose to be a Lightning App Dev Champion:
If you would like to assist the community to create apps on the Customer 360 Platform. Choose this path if:
- You’re hooked into solving business challenges by building apps with clicks or code
- You’ve built a minimum of one custom app on Salesforce
- You know that when business and IT work together to create apps, everyone wins
- You’re excited to plug into the community and share your expertise
- You’re up for a year-long commitment to the program
- You’ve completed the App Customization Specialist Super badge on Trailhead
I also recommend you complete the ‘Lightning Champion’ Trailmix by Kelly Walker, which can offer you a robust foundation before you still apply…
Step 2 – Apply
Once you’ve got decided your path and completed the recommended Trailmixes, it’s time to lead for Lightning Champion Program.
Salesforce accepts applications twice a year (the current intake just ended on New Year’s Eve, 2019), and applications will re-open in June 2020. Keep an eye fixed out on Twitter @SalesforceforIT for the announcement.
With the previous application cycle just completed, Salesforce announced their new Lightning Champions at the beginning of this month, so welcome these new Trailblazer Champions!
Step 3 – Ramp-up Period
Once you’ve got been selected, there’ll be a ramp-up period. It’s time to share your Lightning expertise with the Ohana, like a Lightning Consultation shift at a Salesforce sponsored event, presenting/speaking about Lightning at a Salesforce or community-led event, running a hands-on workshop, staffing a Lightning Champions booth at a community-led event, publishing a Lightning-focused blog post, etc. you’ll get more details during your orientation.
You have to a minimum of complete one activity during the ramp-up period. Once the Lightning Champion team approves the activity, you’re officially titled as a LIGHTNING CHAMPION!
Revolve Softech a Salesforce Partner can help you become Lightning Expert through its advanced expert level real-time training scenarios. Get a FREE Demo today!
Salesforce new tools to uplift developer experience on commerce cloud
Salesforce announced some new developer tools today, designed to form it easier for programmers to create applications on top of Commerce Cloud in what’s known in industry parlance as a “headless” system.
What which means is that developers can separate the content from the planning and management of the location, allowing companies to alter either component independently.
To help with this goal, Salesforce announced some new and enhanced APIs that enable developers to gain advantage of features built into the Commerce Cloud platform without having to create them from scratch. As an example, they might make the most of Einstein, Salesforce’s AI platform, to include elements like next-best actions to the project site, the type of intelligent functionality that might typically be out of reach of most developers.
Developers also often got to connect with other enterprise systems from their e-commerce site to share data with these tools. To fill that require, Salesforce is taking advantage of MuleSoft, the corporate it purchased almost two years ago for $6.5 billion. Using MuleSoft’s integration technology, Salesforce can help coordinate other systems like ERP financial systems or product management tools and exchange information between the two legacy systems.
Brent Leary, founder at CRM Essentials, whose experience with Salesforce goes back to its earliest days, says this about helping give developers the tools they have to make equivalent quite integrated shopping experiences consumers have grown to expect from Amazon.
“These tools give developers real-time insights delivered at the ‘moment of truth’ to optimize conversion opportunities, and automate processes to enhance ordering and fulfillment efficiencies. This could give developers within the Salesforce ecosystem what they have to deliver Amazon-like experiences while having to compete with them,” he said.
To help get customers comfortable with these tools, the corporate also announced a replacement Commerce Cloud Development Center to access a community of developers who can discuss and share solutions with each other, an SDK with code samples and Trailhead education resources.
Salesforce made this announcement as a part of the National Retail Foundation (NRF) Conference happening in NY City in the coming week.
Revolve Softech is one of the best Salesforce partner, Consult for a FREE demo and Get assistant with migration.
Salesforce Lightning Winter ’20 Release – Updates
Our Lightning Experience to Salesforce Classic comparison proves that the new Salesforce UI, despite its minor limitations, features a wider and more convenient feature set. During this article we, as a Salesforce partner, outline the recent winter 2020 new lightning features and updates.
Currently, winter’20 release is accessible under the pre-release program. On the 6th and 7th of September, Sandboxes have been upgraded, as a result, your organization will get the design and feel of winter’20 release.
In case you had not read the whole 540 pages of Salesforce Winter’20 release notes, look into winter’20 release quick summary written by Revolve Softech.
We examined the new release notes and highlighted the foremost exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it absolutely was a challenge prevent explaining at just ten! To kick things off, here is our strive against the best and coolest Salesforce Lightning features from winter’20 release.
1. Count Unique Values in Report Results (Beta):- See what number distinct values your report returns with a singular count. For instance, opportunity reports often list multiple opportunities with an equivalent account. Add a singular count to the Account Name column to ascertain what number individual account values appear within the report. Unique counts appear as grand totals at rock bottom of the report and as subtotals for every group.

To enable it, navigate to Setup (Gear Icon) | Setup | Feature Settings | Analytics | Report and Dashboard interface Settings and choose Enable Unique Row Count Aggregate in Reports (Lightning Experience Only).
2. Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta):- Filter a report by comparing the values of two different report fields. For an instance, see which cases were modified after the deadline by filtering on cases with a final modified date after the closed date.

To enable it, navigate to Setup (Gear Icon) | Setup | Feature Settings | Analytics | Report and Dashboard interface Settings and choose Enable Field-to-Field Filtering in Reports (Lightning Experience Only).
3. Access the Recycle Bin in Lightning Experience: – You are no longer need to switch to Salesforce Classic to access the Recycle Bin. You will now view, restore, and permanently delete the list of items in your Recycle Bin and therefore the org Recycle Bin.

Access the Recycle Bin by selecting it within the App Launcher under All Items or personalizing your navigation bar.
4. Set Record Page Component Visibility Rules supported Device: – Give your mobile users exactly what they want on record pages by showing or hiding record page components supported the kind of device they’re being viewed on.

For components on record pages, you’ll be able to now show or hide a typical or custom component on a record page supported the device it’s viewed on.
5. Lightning Experience Configuration Converter: Scanning and Preparing Visualforce Pages, Hard-Coded URLs, AppExchange Packages, and More: – Streamline and automate common transition tasks using the Lightning Experience Configuration Converter. The Lightning Experience Configuration Converter scans your org for hard-coded URLs, JavaScript Buttons, Action and Buttons.

Salesforce has made the Actions and Buttons tab generally available. And also the tool now helps with AppExchange packages and hard-coded URLs.
6. Find the correct Record Faster with Recommended Result (Beta): – Recommended Result gets you to the proper record faster when Salesforce is confident that they know what you’re searching for.
At the very top of your search results page, you see a preview of the record. That way you recognize instantly whether it’s the one you need or like. It’s not only highly visible, but it’s also actionable. Similar actions that you simply have it on the record page are here too, so you’ll get more refrained from leaving the search results page (1).
You can also take very quick actions on the recommended result’s related records. Under Related List Quick Links (2), hover over a link to ascertain up to 10 related records and their available actions.

To see the entire list of related records, click View All. The list opens on a brand new page.

7. Put the professional in Profile with profile-specific Search Results Layouts (Beta): – Search results should show what matters most. If you’re in sales, knowing the account owner and therefore the industry is critical. If you’re a service rep, the account’s terms are very essential information. With profile-specific layouts, you’ll be able to fine-tune search results layouts for an object for every unique profile in your org. Profile-specific layouts are supported only by objects with customizable layouts. Users who don’t have a profile-specific layout assigned to them see the default search results layout.
8. Make Your Lightning Apps Accessible on Phone, Desktop, or Both: – Once you create or edit a Lightning app, you’ll configure which form factors it supports and may be viewed on. Creating an app only for your mobile app users? Designate that Lightning app for a phone.

You can give this feature a try in Lightning App Builder promptly, but your changes are visible to users due to the new Salesforce mobile app is released updated on October 14, 2019.
9. Set Public and personal Visibility of Feed Items just in case feed in Lightning Experience: – Agents can control whether a feed item is public or private in Lightning Experience and in Lightning Service Console. Agents can mark feed items public to create them visible to both internal and external users. Feed items marked private are visible only to internal users. Previously, this feature was available only in Salesforce Classic.
10) Add Tabs and Accordion Components to Your Home Pages:- You can now use the Tabs and Accordion components on Home pages in Lightning Experience. You’ll be able to create, update, and delete tabs, then change their order. Or, use the Accordion component to arrange your components into collapsible sections.

For both Tabs and Accordion, you’ll be able to configure the tabs or sections that your users see, name them whatever you prefer, and add components.
That’s all folks! What are your favorite winter’20 release note gems? Care to share? And comment your views and suggestions.
Revolve Softech is one of the best Salesforce partner, Consult for a FREE demo and Get assistant with migration.
5 Ways to Optimize Salesforce in 2020
Salesforce, when implemented well, is one amongst the most powerful CRM platforms within the marketplace today. It’s important to balance sense, an efficient organization and a pleasing user experience to make sure your system works well for you and delivers tangible results. Because Salesforce is such a robust application there are features and capabilities that get missed when implementing it. So we put together the list of “5 Ways to Optimize Salesforce in 2020” guidelines you’ll make the foremost out of this through a world-class CRM system.
Salesforce Integration
When implementing the process of data integrations into your Salesforce CRM is a very efficient way to build a unified view of your customer while improving workforce experience while connecting internal databases gives businesses an immense competitive advantage by leveraging data in new and powerful ways. This is often because integrating with existing applications harnesses Salesforce’s API functionality through helping a corporation to realize higher levels of operational value, consistency, and effectiveness.
There are endless options when it involves Salesforce data integration. As a business owner you’ll connect disjointed systems – from data housed on external accounting, HR, and ERP systems – to social media platforms, e-commerce platforms, or on-premises software like Oracle, Microsoft, or SAP. This translates the process into very seamless data management and enhanced business logic for your organization and for your team. Additionally to interoperability, you’ve got security integration options that help integrate authentication and legit tools to enhance your company user experience and reduce user administration process mechanism. With robust API integrations, your business can benefit of information syncing with different vendors across various platforms.
It’s important to explore the various integration options associated with your Salesforce CRM platform, while also ensuring data accuracy and logical configuration. When your firm Consider hiring a team of experienced Salesforce developers who can help your business dramatically reduce integration time to unify and modernize traditional back-office systems and more.
Salesforce Implementation
Salesforce could be a robust CRM platform with unlimited possibilities. With all those possibilities comes a really rigorous implementation process aimed to form your organization’s ideal CRM application. If you’re implementing Salesforce into your organization for the very first time, you need to consider what processes define your business model. This process can allow you to implement a Salesforce solution custom-tailored to your preexisting infrastructure.
CRM processes like lead flow, campaign set-up, and customer acquisition planning require thoroughness, preparation, and planning. You also need to also consider data maintenance processes that ensure data integrity and cross-silo consistency. The most effective way to transition your legacy CRM to Salesforce is by a knowledgeable implementation partner. Revolve Softech has implemented Salesforce during a diverse set of arenas, and that we understand how those individual arenas react with Salesforce technology, giving us a competitive advantage among generalized Salesforce implementation. An optimized Salesforce platform begins with a singular implementation approach molded to your objectives.
Salesforce Lightning
Lightning-fast user experience and lead flow is important to any business. That’s why Salesforce created a newly evaluated and robust CRM interface designed to increase sales workforce productivity, seamlessly integrated with analytics and business intelligence (BI) aimed to increase sales precision for your business. Salesforce allows you to modify between the both interfaces, Salesforce Classic and Salesforce Lightning. Considering the robust features offered through the Lightning platform, you may want to optimize your CRM processes through this latest upgrade.
The Salesforce Lightning experience features a visually upgraded homepage with an awesome performance chart, a moment calendar module, organized lead flow visuals, and get in touch with and account insights designed to assist your organization sales reps stay organized and digest data smoothly. Additionally, there’s a brand new activity timeline workspace where sales representatives can now create multi tasks, events, log calls, send bunch of emails, and effectively track activities in one place. Leveraging your lightning components and creating a technique where you concentrate on the markup and elegance of the interface to fit your business objectives is vital. Make certain to possess a system in situ where your entire organization can optimize the offerings of Salesforce. Consider hiring experienced Salesforce developers who can assist you build single-page, dynamic applications for various devices and/or write custom components for your team to use or market through Salesforce Lightning Experience.
Salesforce Visual force
Salesforce offers prebuilt software applications which help in improving the CRM functionality. Salesforce Visual force helps in doing just that. However, if you’re not a developer, the appliance of Salesforce Visual force will be a huge undertaking, because it consists of a tag-based terminology, almost like HTML that provides developers the simplest way of building applications and customizing the CRM interface. A few features available through Visual force are custom flow control through its wizards, templates, and on-the-go deployment.
It also contains optional styling elements which give a richer animated interface in comparison to applications designed using conventional elements. Page components are often optimized by Visual force with the help of tabs, custom dashboards, menu items, action items, and personalized console components for specific organizational needs.
Being able to integrate with other web-based interface technologies like JavaScript, or Flash creates customizable user-driven functionality. When it involves implementing Salesforce Visual force into your organization confirm that you simply have an experienced team of developers who skills to harness your business objectives to best optimize CRM functionalities.
Salesforce AppExchange
AppExchange could be a business app ecosystem for cloud-based business software. a spread of customized apps are available included with customer reviews and suitable for each department and industry. You’ll find components like Lighting Data and Bolt Solutions, consulting partners, and developers to assist you extend the facility of Salesforce through AppExchange. It can play a crucial role in driving positive business results, like increased accuracy, faster order placement times, and reduced costs.
The highest advantage of AppExchange is that the vibrant partner community available to bring your ideas to life. Revolve softech a Salesforce implementation partner company, takes your app ideas from discovery to style and from simple utilities to connectors to custom applications during a seamless stress-free creation. Our developers engineer conceptual, technical and functional designs for your project ensuring you get the simplest value out of this dynamic feature of the Salesforce CRM platform. We’ll add the functionality you would like, including custom calculations, triggered actions, workflows, and more.
Revolve Softech is one of the Salesforce implementation partner, Contact us for a FREE Salesforce Consultation.