News & Events

Release Readiness
Posted by Saurabh Singh

Master the Release Readiness Process

News & Events, Quick Tips, Salesforce
Release Readiness

Learning Objectives

After completing this blog, you’ll be able to:

  • Describe the value of investing more of your time exploring and rolling out new features.
  • Use release readiness resources to help you learn and prepare.
  • Dig into the Release Notes to discover new features.

Explore More Resources

Now, let’s dig deeper into some other resources. You can select which format appeals to you most based on how you learn or how much time you have.

  1. If you like visuals in slide format that you can share with others, get the Release Overview Deck, also known as the ROD (Salesforce login required) or the Release-in-a-Box kit.
  2. If you like to see features in action, you can view a wide variety of short demo videos or join live webcasts and webinars to see more in-depth demos, ask questions, and get answers with Salesforce experts and product owners.
  3. Follow #Release Matrix Post (Salesforce login required) for a great resource to analyze the contents of the release notes. Salesforce Success Teams create this for each release and share it with the Release Readiness Community.
  4. You can also find a module dedicated to each release in the Prepare for Salesforce Releases trail. It’s a great way to get the highlights across many different Salesforce products.
  5. Treasure Hunt: #RRTreasureHunts
  6. Release Overview Deck: #ROD Post
  7. Release Matrix: #Release Matrix

Many of these resources are also featured in the Learn MOAR Trailmix, which gets updated every release and provides an opportunity to earn a badge. Many of these resources are also featured in the Learn MOAR Trailmixes for admins and developers, which are updated with highlights from every release, and provide an opportunity to earn a community badge.

Note: If you’re late to the party and need to catch up on a release once it’s already in production, or want to review resources from a previous release, download Release-at-a-Glance (Salesforce login required), a handy-dandy one-pager with quick links to all the key resources from a past release.

Dive Deeper into the Release Notes

You can use the release notes filters to discover quick wins by doing a quick scan of the “Enabled for users” and “Admin must enable” Feature Impact filters.

Grab your shovel, because now it’s time to dig a little deeper. You still use the filters to help speed up the process, but let’s take it to the next level and complete the must-read list, drill down by cloud, and explore all the relevant product and feature areas. It’s also important to view information about add-ons because sometimes they include “freemium” features available without any additional cost.

Complete the Must-Read List

First and foremost, make sure you are familiar with the content in these sections and either use them for reference or check for updates.

How to Use the Release Notes

Understand how the document is structured so you can review it faster

How and When Do Features Become Available?

Discover tabular summaries of features that are enabled by default or require an administrator to enable

Supported Browsers

Keep Salesforce humming along by making sure you’re running on supported browsers

Release Notes Changes

Explore this living document with regular updates and changes during the course of each release cycle. You can find a link to the change log on the How to Use the Releases Notes page. We recommend that you review this section on a regular basis.

Next, review all the items listed under Salesforce Overall. These items are usually relevant to all customers as they concern areas such as navigation, list views, and search. In addition, notifications about important critical updates are often posted in this section.

Drill Down by Cloud

When you’re reviewing features for a specific cloud, scan all the topics listed under the main heading and drill into any that refer to standard functionality or add-on products you own. If you have Sales Cloud, for example, click through all the topic links listed under Core Sales for updates on the primary CRM objects and processes like Opportunities, Leads, Quotes, and Forecasting to name a few. But don’t stop there! Check out everything in the Productivity and Gmail/Exchange integration sections, where you can find those time-saving crowd-pleasers involving email experience, activity management, and calendars.

Next, take a spin through these mostly “cloud independent” areas.

  • Analytics, for Reports & Dashboards features.
  • Customization, Security & Identity, and Development, for all the tools for admins and developers such as the App Builder, Automation, and custom code.
  • Mobile, for the standard Salesforce mobile app.

If you’ve already integrated Salesforce with Gmail or Outlook, it’s also essential to have a look at what’s new in the Email integration section. Even if you haven’t started using these features yet, it’s important to understand the options available as you determine what approach is right for your organization.

Remember the Add-Ons

You may come across some features that are available with a standard license, but also have extended functionality for an additional cost with an add-on license. For example, Einstein Activity Capture Standard is available to Sales Cloud customers with Enterprise Edition and above, but the extended version requires a license for Sales Cloud Einstein, Inbox, or High Velocity Sales.

The standard add-on features are definitely worth your time, as there’s only an extra cost if you want the full feature set. The Where section at the top of the feature description tells you which licenses you need.

Remember that you’re the one in control, so you can prioritize how you roll out most features, and you can use the cadence of the releases to your advantage.

Salesforce Summer ’23 Release Notes
Posted by Saurabh Singh

Salesforce Summer ’23 Release Notes

News & Events, Quick Tips, Salesforce

The Summer ’23 release helps you save time, automate faster, and personalize each customer interaction through hundreds of new innovations.

Salesforce Summer ’23 Release Notes

  • How to Use the Release Notes

    The release notes are brief, high-level descriptions of enhancements and new features. It include setup information, tips to help you get started, and best practices to ensure your continued success.

  • Get Ready for the Release

    Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for what’s coming your way. Salesforce add resources throughout the release when they become available, so check back often.

  • Release Note Changes

    Read about changes to the release notes, with the most recent changes first.

  • How and When Do Features Become Available?

    Some features in Summer ’23 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

  • Supported Browsers

    We’ve made some changes to our supported browser’s documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.

  • Salesforce Overall

    Learn about new features and enhancements that affect your Salesforce experience overall.

  • Analytics

    Analytics enhancements include new and updated features for Lightning reports and dashboards, CRM Analytics, analytics apps, Einstein Discovery, and Tableau.

  • Commerce

    Commerce Cloud enhancements include new and updated features for B2B and D2C Commerce, Omnichannel Inventory, Salesforce Order Management, and Salesforce Payments.

  • Customization

    Get smarter predictions and insights from Einstein Prediction Builder using data from related objects (beta). Use the new Salesforce Connect adapter for GraphQL to connect external sources that expose their capabilities via GraphQL. Assign field-level security for permission sets instead of profiles.

  • Data Cloud (Formerly Customer Data Platform)

    Ingest, harmonize, unify, analyze, and stream data with Data Cloud, previously called Customer Data Platform. Explore expanded functionality for getting organized and segregating data based on your business needs. Merge and analyze data using existing segment rules and common elements.

  • Deployment

    Send customizations from one org to another by adding these components to change sets.

  • Development

    Whether you’re using Lightning components, Visualforce, Apex, platform events, or our APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.

  • Einstein

    Use Decision Optimization (beta) to refine your Einstein recommendations based on your business rules, objectives, and constraints. Spin up propensity models for common use cases across Industries clouds with Scoring Framework, now generally available. Easily add prebuilt functionality to multiple bots with Bot Blocks (beta). Include emails and related transcripts to build better Einstein Conversation Mining reports.

  • Enablement and Guidance

    Deliver enablement programs focused on improving revenue outcomes for your company. Guide users to curated resources that can help them excel. Bring learning, career growth, skills development, and business-critical job performance to your users where they work in Salesforce.

  • Experience Cloud

    Personalize your LWR sites with Expression-Based Visibility and device-based visibility settings. Discover an abundance of new and improved LWR components, including Tabs, Logo, and Knowledge Article. Migrate your Aura sites to Google Analytics 4. And enjoy a boost in performance and productivity with improved custom domains, component caching, site navigation, and more.

  • Field Service

    Create schedules using robust features with the Enhanced Scheduling and Optimization Engine, available for new users by default. Or, easily switch to the new engine for all service territories for improved scalability, performance, and scheduling quality. Save time by letting mobile workers set follow-up appointments in the app. Expand how mobile users get work done, with custom dashboards and images that can be annotated and uploaded even when offline. Supercharge workflows with the reimagined tablet experience and updated related list UI. Enable customers to track service outcomes to easily assess the compliance of service contracts. Ensure timely maintenance by planning ahead for potential blockers. Route work to the best agent for the job. Enhance the customer experience by enabling customer-driven live sessions and messaging with Visual Remote Assistant.

  • Hyperforce

    Hyperforce is the next-generation Salesforce infrastructure architecture, built for the public cloud. It enhances Salesforce applications’ compliance, security, privacy, agility and scalability, and gives customers more choice over data residency.

  • Industries

    Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Schedule test drives and service appointments with Automotive Cloud. Calculate order prices online and plan store visits with Consumer Goods Cloud. Actionable Segmentation is now generally available in Financial Services Cloud. Schedule home healthcare visits with Health Cloud. Manage lifecycles of awarded grants with Grantmaking for Public Sector Solutions and Nonprofit Cloud. Use CSV files to upload data to Net Zero Cloud. Automate the selection of members for tier change and tier upgrade assessments with Loyalty Cloud. Orchestrate end-to-end warranty lifecycles with Manufacturing Cloud. Build ship and debit programs with Rebate Management. We also have plenty of changes for the Education Cloud, Nonprofit Cloud, Media Cloud, Industries common features, and many more.

  • Marketing

    Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.

  • Marketing Cloud Account Engagement

    Use external actions as completion actions on Account Engagement assets. Account Engagement Optimizer is now generally available and includes monitoring for critical configuration issues. Plus, get retroactive activity data when prospects opt in to tracking.

  • Mobile

    Salesforce Mobile App Plus is now generally available. The operating system requirements for the Salesforce mobile app have changed. Mobile Publisher for Experience Cloud apps can now require app updates natively and with a 15-day grace period.

  • Revenue

    Bundle your products and services in Subscription Management, and configure discounts on longer subscription terms. Create quote templates more easily in CPQ Plus.

  • Sales

    Sales teams can do their jobs faster and more effectively with these new products and feature enhancements. Allocate revenue at a more granular level for complex sales deals with opportunity product splits, and use opportunity product splits in reports and forecasts. Manage the timing of cadence steps and see cadence usage data in Sales Engagement. Share call transcripts, insights, and action items with more users in Einstein Conversation Insights, which now support more languages and voice providers. Arm your sales teams with key information from the Sales Rep Command Center in Revenue Intelligence. And get more insights into sales forecasts with charts and external data in custom columns.

  • Salesforce CMS

    Create workflows and streamline approvals in enhanced CMS workspaces. Manage CMS content from the improved content detail page. Manage unlimited content with Salesforce CMS. Create enhanced CMS channels to associate with enhanced CMS workspaces.

  • Salesforce Flow

    Compose intelligent workflows with Flow Builder, OmniStudio, and Flow Orchestration. Integrate across any system with Flow Integration.

  • Salesforce for Slack Integrations

    Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.

  • Salesforce Starter

    Salesforce Starter is the most efficient way to get started with Salesforce. With combined sales, service, and marketing tools, Salesforce Starter helps you find, win, and retain customers, all within one app. Salesforce Starter is simple and scalable, making it ideal if you’re new to Salesforce or customer relationship management (CRM).

  • Security, Identity, and Privacy

    Multi-factor authentication (MFA) and enhanced domains rollouts continue. Track file activities with File Event for Event Monitoring. Automate processes for Security Center data with flows. Build native identity experiences with new and improved Headless Identity APIs. And host preference forms via your own Salesforce instance.

  • Service

    Transform conversation data into service insights and build bot intents with Einstein Conversation Mining, now generally available. Update replies with on-demand template creation in Reply Recommendations. Add prebuilt functionality to multiple bots with Bot Blocks (beta). Give your customers and partners advanced self-service automation with the Service Catalog. Record and send voice messages in enhanced Messaging channels. Add business hours to Messaging for In-App and Web. Use flows to link leads, contacts, employees and person accounts to interactions in all channels with Individual-Object linking. Create broadcast Slack messages with custom templates for Customer Service Incident Management. Get survey responses from unauthenticated guest users via APIs in Feedback Management.

  • Work.com

    Prepare your business, employees, and facilities. Respond to major events, such as the current COVID-19 crisis, with the apps and services in Work.com.

  • Other Salesforce Products and Services

    Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO.

  • Release Updates

    Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.

  • Legal Documentation

    We made seasonal updates to Salesforce Legal Documents.
Summer Release- 23
Posted by Saurabh Singh

Salesforce Summer ’23 Release Date + Sneak Peek

News & Events, Quick Tips, Salesforce
Summer Release- 23

Save These Dates: Summer ’23 Sandbox Preview

The sun is gleaming down on the land of Salesforce and so, the Summer ’23 Salesforce Release sandbox preview window is around the corner. Note the dates now so your organization is prepared for the upgrade. According to the rolling 12-month release calendar, Salesforce will upgrade your production instance to the Summer ’23 release. Enter your instance name or domain and click the maintenance tab to view your upgrade date. The next thing you should know is when your sandbox will be upgraded to Summer ’23, as this will be your first opportunity to try out your configurations on the new release. Let’s go over the dates you’ll need to be aware of.

April 13: Sign up for a prerelease environment

Why do you need a prerelease organisation? It is a test environment with new release features enabled, giving you plenty of time to test and determine which ones are appropriate for your organisation. You can log back into your Spring ’23 prerelease org if you already had one. If you’re not sure what features to implement, participate in the Trailblazer Community Treasure Hunt to see what others in the community are excited about.

April 26: Preview release notes are available

Now is the time to read through the release notes. Filters can be used to display only the sections that are relevant to the edition and clouds you are currently using.

May 4: Sandbox cut-off date

Before the scheduled production upgrade, use your sandbox to gain early access to new features and test configurations. To get the Summer ’23 preview in your sandbox, you must have an active sandbox preview instance before May 4. In most cases, nothing needs to be done because your sandbox is already running on a preview instance. The sandbox preview instructions article on Salesforce Help has all the information you need.

May 5: Sandboxes upgraded

If you chose to use sandbox preview, your sandboxes will be upgraded to Summer ’23 this weekend. The sandbox preview, like the prerelease programme, allows you to test new features without affecting your live environment. The 12 sandbox preview, on the other hand, provides the ability to test new features in a configuration similar to your.

May 15: Summer ’23 Release site is live

Salesforce understand that everyone processes release information differently. As a result, the Trailhead Release Highlights module is a quick and easy way to learn about features. To make the process as simple as possible, Salesforce provide demo videos, Trailhead modules, community forums, and other resources.

May 19: First release weekend

Salesforce and a small number of customers are upgraded during the first release weekend. You’ve probably already identified your key features at this point. If you’re ready to upgrade, the Release Readiness Trailblazers group will have all the content you need to educate your organization’s users on the new features you intend to implement.

May 19 to 26: Release Readiness Live

Salesforce admin and developer evangelists introduce their favourite features in the Summer ’23 release. The product management team will then discuss and demonstrate the new features. See how those features work in real time, and get a sneak peek at the 2023 roadmap. Full agenda and schedule details will be posted on Salesforce Release Readiness Trailblazers group in January.

June 2: Second release weekend

During the June 2 weekend, another set of instances is upgraded. If you have any questions, Salesforce Trust page has the most recent information on the upgrade’s timing. And, because the upgrade takes only five minutes, it should have no effect on your operations or uptime.

June 9: Final release weekend

On June 9, all remaining Salesforce instances will be upgraded. If you previously chose not to have your organizations included in the sandbox preview, they will be upgraded this weekend.

For more information or instructions regarding the Salesforce Summer Release ’23, keep following Revolve’s blog Posts.

Posted by Saurabh Singh

What is Salesforce CRM? – A Beginner’s Guide

News & Events, Success Stories 0

In recent years, there has been an enormous gush in Cloud Computing Technologies. There is one and only such technology which has had an immense impact on the whole world of computing domain is Salesforce CRM. During this entire blog, we will be able to introduce you to Salesforce CRM and can answer: What’s Salesforce? Why we use Salesforce? Where is Salesforce being employed? And why companies are trying to find certified people with Salesforce Certification Training?

How It All Began?

Before Salesforce, Customer Relationship Management (CRM) solutions were hosted on an organization’s own server. Can you even imagine the time it took for companies to possess their own CRM solutions? Well, it generally takes several months or maybe years to install and configure it up and therefore the cost went up too many dollars. Even after putting in, they were extremely hard to use. What would be a feasible solution to this? I’m sure you guessed it – building affordable CRM software and leveraging it entirely online as a service. This was the foremost idea behind Salesforce. Started as a Software as a Service (SaaS) company, Salesforce has grown into the fifth-largest software company within the world.

What Made Salesforce an immediate Hit?

The answer to the present is extremely simple, it had been Cloud Computing. Salesforce wasn’t almost a much better product at a fraction of the price. it had been about replacing the lengthy installation process and moving everything to the web. They changed the business model – no more long-term contracts or expensive licensing deals, anyone could use Salesforce with only an easy 50-dollar monthly subscription fee.

Why Salesforce?

Before we answer the question, what’s Salesforce, let us brief you about why you must choose Salesforce.

Salesforce provides you with the fastest and easiest path from Idea to App. you’ll consider building your app using Salesforce tools, instead of building the infrastructure and tools for your company. This will rescue years of your time and billions of dollars.

Salesforce customers generally say that it’s unique for 3 major reasons:

Fast – Traditional CRM software can take quite a year to deploy, compare that to months or maybe weeks with Salesforce.

Easy – Salesforce wins within the easy to use category handily. you’ll spend longer putting it to use and fewer time figuring it out.

Effective – Because it’s very easy to use and may be customized to fulfill your organizational needs, your clients will find Salesforce very effective.

Salesforce is within the cloud, so your team can use it from anywhere with access to the web.

If you’re a business that’s rapidly changing or else you are a seasoned company that’s been around for years, your business is perhaps changing too. Salesforce is totally scalable to your growth.

Salesforce seamlessly integrates with 3rd party apps. If you would like to integrate Salesforce with Gmail you’ll roll in the hay, if you would like to integrate it along with your accounting software you can also do this too. On the other hand, integration is very tough with other CRMs.

Salesforce is affordable, especially if you concentrate on its vast form of capabilities. Even start-ups, small and medium businesses (SME) can use Salesforce.

What Is Salesforce?

We hope we even have answered your question on why you must choose Salesforce. Now, let me introduce you to Salesforce CRM and answer the queries on your mind: what’s Salesforce? From tech giant companies like Google and Facebook to your nearby small and medium enterprises, all of them use Salesforce CRM services and products to resolve their problems.

Salesforce started its journey as Software as a Service (SaaS) CRM company. Salesforce now provides plentiful software solutions and a platform for users and developers to develop and distribute custom software. Salesforce.com is predicated on multi-tenant architecture. this implies that multiple customers share common technology, and everyone runs on the most recent release. You don’t need to worry about the native application or infrastructure upgrades – they happen automatically. This helps your organization specialize in innovation instead of managing technology.

List of Services and Products That Salesforce Offers?

To understand what’s Salesforce, you would like to understand the various services and products that Salesforce has got to offer and when to use them. Through Salesforce CRM, you’ll be able to access a large range of products and services in social, mobile and cloud domains.

Salesforce Sales Cloud – The Sales Cloud may be a CRM platform that permits you to manage your organization’s sales, marketing, and customer support facets. If your company is engaged in business-to-business (B2B) and business-to-customer (B2C), then the sales cloud is the service your sales team needs.

Salesforce Marketing Cloud – The marketing cloud provides you with one among the world’s most powerful digital marketing platforms. The sales and marketers in your company can use it to manage customer journeys, emails, mobile apps, social media promotions, web personalization, content creation, content management, lead generation, customer relationship, and data analytics.

Salesforce Service Cloud – The Service Cloud is a service platform for your organization’s customer service and support team. It provides features like case tracking and social management plug-in for conversation and analytics. This not only helps your clients to resolve customer problems very faster but also gives your customers access to reliable answers. Using these answers your customers can solve problems on their own which automatically increases your customer delighted.

Salesforce Community Cloud – If you would like to use the best social platform for your organization to streamline and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is that the service you should opt for. you’ll use this platform to exchange data and infographics in real-time.

Salesforce Commerce Cloud – The commerce cloud enables your organization to supply seamless customer service and knowledge regardless of your customer’s location (online or in-store). It also provides for customer data integration in order that your consumers can have a far better experience. If your goal is to supply the customer with positive, engaging customer experience, Commerce Cloud is that the service you would like.

Salesforce Analytics Cloud – The Analytics Cloud provides a business intelligence platform for your organization to figure with large data files, create graphs, charts and other pictorial representations of knowledge. it’s optimized for mobile access and data visualization and may be integrated with other Salesforce clouds.

Salesforce App Cloud – To develop custom apps that will run on the Salesforce platform, you’ll use the Salesforce App Cloud. It provides you with a set of development tools that you simply can utilize to make custom applications. A few tools within the App Cloud include:

Force.com, allows admins and developers to make websites and applications into the most Salesforce.com application.

AppExchange is an online-based application marketplace for third-party applications that run on the Force.com platform.

Heroku Enterprise gives developers the ability to make apps using their preferred languages and tools.

Salesforce Thunder may be a big data and rules processing engine designed to research events and take personalized actions.

Salesforce Sandbox allows developers to check ideas in a very safe and isolated development environment.

Salesforce IoT Cloud – When your organization must store and process Internet of Things (IoT) data, you’ll utilize the service of the Salesforce IoT cloud. The platform is made to undertake massive volumes of knowledge generated by devices, sensors, websites, applications, customers and partners. On receiving this data, the platform initiates actions to offer you real-time responses.

Salesforce Health Cloud – If you’re a Health IT organization and need a CRM system that comes with the doctor-patient relationship and record management, the Health Cloud is what you would like. Through the patient profile, you’ll support one-to-one relationships by integrating information from multiple data sources.

Chatter – Chatter is an enterprise coordination platform from Salesforce that gives access to your employees to collaborate with each other. Chatter can assist you to increase productivity by connecting employees wherever they’re. It also helps in knowledge and data sharing between departments in a corporation or different organizations working together in a single platform.

Salesforce1 – Salesforce1 is that the platform which enables you to develop application and exchange data via Application Programming Interface (APIs). APIs ask prebuilt programming code components.

For further more information about Salesforce products, contact us to get a FREE demo and consultation.

Posted by Saurabh Singh

Salesforce Acquires Vlocity for $1.33bn

News & Events, Success Stories 0

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

Posted by Saurabh Singh

What it requires to become a Salesforce Lightning Expert in 2020

News & Events, Quick Tips 0

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!

Posted by Saurabh Singh

Salesforce new tools to uplift developer experience on commerce cloud

News & Events, Success Stories 0

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.

Posted by Saurabh Singh

Salesforce Lightning Winter ’20 Release – Updates

News & Events, Quick Tips 0

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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 Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

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.

Posted by Saurabh Singh

Strategic Partnership Between Apple and Salesforce

News & Events, Quick Tips 0

Apple and Salesforce have announced a significant new strategic partnership which could transform the way some companies do business.

The companies have teamed up to supply more powerful workplace apps supported iOS and Salesforce, boosting the offering from both firms.

In return, Salesforce is redesigning its mobile platform to permit “exclusive” iOS features like Siri and FaceID to be built directly in to its apps.

“With this partnership, we’re bringing together the world’s #1 CRM platform with Apple iPhone and iPad, the world’s best devices for new and modern way of business,” said Marc Benioff, Chairman and CEO, Salesforce.

“Together, Salesforce and Apple are defining a brand new era of mobile innovation with native apps on iOS, and empowering numerous people with access to Trailhead and therefore the skills they have for the roles of the longer term .”

Salesforce iOS

The tie-up could provide Siri to produce information on the sales potential of subsequent meeting, and also offer an additional level of security using Apple’s biometric facial scans.

“We’re so excited to figure out with Salesforce which is their industry-leading CRM software which will embrace native Apple iOS and deliver exclusive new features and benefits on iPhone and iPad,” said Tim Cook, Apple’s CEO.

“With the powerful combination of iPhone, iPad and iOS — the most effective hardware and software for business — in conjunction with native Salesforce apps and therefore the new Salesforce SDK, we are able to deliver great customer experiences for businesses round the world.”

Salesforce is additionally launching the first-ever version of its Trailhead online learning mobile application on iOS platform, allowing much smoother integration with Apple iPhone and iPad devices. The corporate also will also release the primary Salesforce Mobile SDK optimized for Apple’s Swift program, allowing third-party developers to make new offerings and solutions for the platform.

The Mobile SDK are going to be available by at the end of the year 2019, with the redesigned Salesforce Mobile App and and Trailhead Mobile App both launching next year.

The partners also will deliver iOS apps for industries small, medium business which will serve specific customer needs, the joint statement noted.

Commenting on the event, Apple’s CEO, Tim Cook said, “We are excited to figure out with Salesforce which their industry-leading CRM will embrace native iOS and deliver exclusive new features on iPhone and iPad”.

Marc Benioff, Chairman and co-CEO of Salesforce announced that the partnership brings both the companies together with the leading customer relationship management (CRM) platform with Apple iPhone and iPad.

Revolve Softech is one of the Salesforce implementation partner, Contact us for a FREE Salesforce Consultation.

Posted by Saurabh Singh

5 Ways to Optimize Salesforce in 2020

News & Events

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.

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