Quick Tips

Salesforce Data Cloud for Tableau
Posted by Saurabh Singh

Unlocking the Power of Salesforce Data Cloud for Tableau

Quick Tips, Salesforce
Salesforce Data Cloud for Tableau

Salesforce Data Cloud is a potent data management platform that gives businesses access to and control over their data in a more effective, perceptive, and useful manner. Businesses may store, manage, and integrate their data on a centralised platform, which enables them to act more quickly and efficiently when using data to drive decisions. Tableau-using companies should adopt Salesforce Data Cloud because it may help them maximise the value of their Tableau dashboards and visualisations.

In this post, we’ll examine the various ways that Salesforce Data Cloud may be leveraged to improve Tableau’s functionality and give businesses insightful data.

Salesforce Data Cloud: What is it?

The best CRM data cloud, Salesforce Data Cloud, is a real-time data platform that provides an accurate and unified source of customer information. It helps you handle major data pipeline challenges. It powers the whole Salesforce Customer 360 platform, allowing businesses to compile, harmonise, and combine all customer data from different interactions and channels into a single, live customer profile. As a result, each interaction within the Customer 360 is more automatic, intelligent, integrated, and quick.

Tableau’s use of Salesforce Data Cloud

 

Tableau is one of the most popular data visualisation tools available because it helps companies to develop engaging dashboards and reports. Organisations must, however, have access to high-quality data that is accurate, pertinent, and current in order to get the most of Tableau. Herein lies the role of Salesforce Data Cloud.

Businesses may improve their Tableau dashboards and visualisations by using Salesforce Data Cloud, which gives them access to high-quality data that they can use to learn more about their clients, potential clients, and market trends. Here are a few ways that Tableau’s capabilities can be improved by utilising Salesforce Data Cloud:

  1. Data Enrichment

    Businesses can enhance their data by gaining access to extra information about their clients and prospects with the aid of Salesforce support and its Data Cloud. These details may include demographic, firmographic, and behavioural data that can be utilised to more precisely segment and target different client groups.

    For instance, a corporation might utilise Salesforce Data Cloud to add details like the job titles, company sizes, and industries of its clients to its customer data. Using this data, more specialised marketing campaigns and sales tactics can be developed.

  2. AI-Powered Insights for Better Decision-Making

    With access to a single source of data, Tableau’s AI capabilities can assist you in discovering untapped insights and improving your data-driven decisions. This AI-powered platform offers automated insights, suggestions, and predictive analytics, empowering businesses to confidently make data-driven decisions. Businesses may improve client experiences, increase revenue, and optimise their marketing efforts by utilising AI.

  3. Quick Analysis

    Businesses can instantly analyse their data using Salesforce Data Cloud, which provides current trends and insights. This enables businesses to act fast and effectively when making data-driven decisions. Businesses can find patterns, trends, and possibilities for growth as well as areas for improvement by analysing customer data.

  4. Harmonisation of Data

    The process of merging data from several sources and guaranteeing its accuracy, consistency, and usability is known as data harmonisation. By offering a uniform platform that compiles data from numerous sources, including CRM, ERP, social media, and third-party data providers, Salesforce Data Cloud streamlines this process. Businesses can now examine all of their data in a single, comprehensive perspective, which makes it simpler to analyse and draw conclusions.

Conclusion

Businesses can maximise the value of their Tableau dashboards and visualisations by using the robust data management platform Salesforce Data Cloud. Businesses may obtain important insights into their customers, prospects, and market trends by giving them access to high-quality data that is clean, relevant, and current. This enables them to make data-driven choices more quickly and efficiently. Salesforce Data Cloud may assist businesses in improving their Tableau dashboards and visualisations through data enrichment, integration, cleansing, segmentation, or visualisation, giving them a competitive edge in today’s data-driven business climate.

Revolve is pleased to be a member of this ecosystem, which has included Salesforce solutions, which have historically been at the forefront of innovation. Our specialised Salesforce-managed services and products may assist companies in realising their full potential and experiencing tremendous success. To address your main concerns and make sure that your organisation operates smoothly and effectively, we offer 24/7 Salesforce assistance. To begin, get in touch with us today!

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.
Salesforce Managed Services can help you save money and improve your customer service.
Posted by tanushree

Salesforce Managed Services can help you save more and improve efficiency

Quick Tips, Salesforce
Salesforce Managed Services can help you save money and improve your customer service.

Salesforce is a powerful cloud-based CRM tool used by businesses all over the world, including start-ups, small and medium-sized businesses, and Fortune 500 corporations. It takes a customer-centric approach and evolves in response to market developments. Enterprises can align different departments to create more value for their customers and partners; however, Salesforce implementation alone will not suffice. CRM must be tailored to your specific operational requirements, business models, and objectives.

Furthermore, it should be continuously optimized and upgraded to keep up with an enterprise’s growing phase. Failure to do so may reduce the effectiveness of your integrations, impede performance and raise security concerns, obstruct the realisation of benefits, or introduce compliance challenges without your knowledge.

However, not every business has the capacity to constantly optimise its Salesforce ecosystem—hence, they can take advantage of Salesforce managed services, which entail hiring Salesforce partners to provide comprehensive support for your business by implementing, customizing, and managing Salesforce CRM. They have all of the necessary capabilities and a talent pool with Salesforce expertise to provide full-service implementation, integration, development, customization, support, and management. In a nutshell, these managed service providers manage the backend/technical processes that ensure Salesforce works optimally for your organization.

The managed services model provides continuous maintenance and support, making it more logical than hiring full-time talent with an unproven track record at high costs. The first also provides incremental performance capabilities and fail-safe security, as well as support for your expanding business needs.


A Quick Overview of Salesforce Managed Services

Simply put, Salesforce managed services include a wide range of services such as consultation, implementation, development, customization, support, and management. These organizations assist with strategic resource allocation for improved performance, as well as proactive identification and resolution of any potential issues before they impact business workflows or customer experiences. Enterprises can easily access fully managed Salesforce solutions to improve CRM performance through regular review, optimization, extending capabilities, and upgrading to the latest versions.


Advantages of Implementing a Managed Services Model

Managed services providers ensure the stability of Salesforce solution implementation in the enterprise and, in turn, provide the following benefits:

1. Flexibility

Salesforce provides limitless solutions for various industries and domains, assisting various departments of an enterprise to perform at their peak. Each Salesforce solution includes a number of modules, each with a set of functionalities and features that businesses must identify, implement, and fully utilize.

The managed services team consists of consultants, developers, analysts, testers, and other experts from which businesses can select to ensure the success of their Salesforce solution implementation. The freedom to select technology and platform-specific pros produce outstanding results.

2. Coherent Strategy

Many Salesforce solutions fail as a result of poor strategy development, little to no leadership involvement, and a lack of defined processes. Salesforce-managed service providers develop integrated strategies that assist organizations in meeting long-term objectives.

Apart from keeping the sales staff focused on their sales operations and delivering results, the advice from a trusted Salesforce partner gives a big picture on how to use the Salesforce CRM systems strategically.

3. Get a Tailored Solution

Salesforce’s out-of-the-box solutions are a godsend to businesses; nevertheless, minor tweaks are occasionally required to make the solutions readily fit into the current system processes. This little modification aids in addressing the demands of both the company and the target user. In reality, some firms may tailor the solution at scale as if it were developed from the ground up to meet their specific requirements.

It needs a team of qualified specialists, which Salesforce partners can deliver. Managed service companies give the expertise to assist with customized development and implementation. Furthermore, the team supports rendering adjustments at any moment.

4. Cost-effective Alternative

Salesforce managed services companies have the necessary skills to build and install bespoke solutions while also offering Salesforce CRM support 24 hours a day, seven days a week. It reduces the need to invest money in staff recruitment, training, and retention, as well as getting rid of delayed onboarding. Businesses just have to pay for the services they use. Hence, organizations can bridge their skill, resource, and capability gaps without letting the operational expenditure spiral up.

5. Prompt Resolution of Issues

Managed service providers begin with a thorough grasp of the business aim and work diligently on the Salesforce deployment from the start. This allows them to continually monitor the CRM systems, allowing them to spot and correct mistakes in advance.

Furthermore, they make helpful advice to company stakeholders when they discover anything that can be improved after reviewing corporate operations and procedures with premium feature additions or plan upgrades.

6. Continuous Support

Salesforce is rapidly expanding to fulfill the ever-changing demands of its users and the market. There is also a requirement for an expert who is available around the clock, which Salesforce-managed service providers supply. 24*7 Salesforce CRM support ensures that professionals are keeping an eye on all processes, making adjustments on time and seamlessly, and providing prompt assistance when needed.

7. Optimum License Utilization

Companies use Salesforce products under a licensing model, where maintaining optimal license utilization is crucial to making the investment pay off—all of this is addressed by Salesforce managed services. They monitor license utilization, remove dormant user accounts, add people when licenses are available, and ban superfluous licenses.


In the End

Enterprises frequently neglect the value of utilizing Salesforce-managed services, but this proves to be their largest error. The managed services approach improves efficiency, productivity, and customer service delivery, among other benefits that cannot be overlooked.

Yet, selecting the correct Salesforce-managed service provider is a critical issue that must be carefully considered. To address their business-specific demands and optimize ROI, enterprises should engage with authorized Salesforce service providers who have specialized knowledge as well as experience. Remember that with the proper partner, businesses may prosper and expand.

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.

Advantages of Salesforce Managed Services over In-house Team
Posted by Saurabh Singh

Advantages of Salesforce Managed Services over In-house Team

Quick Tips, Salesforce 0
Advantages of Salesforce Managed Services over In-house Team

Overview

It is essential to maintain a competitive advantage in this age when tech-integrated, customized, and adaptable solutions are rapidly becoming the industry standard across all enterprises. Salesforce is one example of this kind of platform, and it is continually developing new features that streamline corporate procedures and cut down on the amount of time needed to complete tasks.

Companies need competent Salesforce architects and administrators in order to stay up with the latest system advancements, data architecture, processes, and ever-changing business requirements. However, engaging and sustaining Salesforce specialists requires a significant financial commitment, which may not be doable for companies that operate with restricted budgets or have needs for a small number of resources. For such organisations, Salesforce Managed Services is the best option.

In this article, we’ll define Salesforce Managed Services and the benefits that it has over recruiting an in-house staff of Salesforce administrators.

What is Salesforce Managed Services?

When we talk about Salesforce Managed Services, we’re referring to a suite of offerings that may help your company succeed, from consultation to installation to planned resource allocation towards risk prevention and resolution. As a direct consequence of this, you are free to concentrate on expanding your company rather than being distracted by errands in the backdrop, such as regular software updates, security audits, and many other Salesforce management responsibilities.

Services provided by Salesforce Managed Services

  1. Putting into action industry standards within your Salesforce organization.
  2. Developing a comprehensive plan for Salesforce that is in line with your company’s overall goals.
  3. Make sure that your Salesforce version is operating at its optimal level.
  4. Trying to maximize the return you get on your investment.
  5. Keeping abreast with all the latest versions and putting them into your customer relationship management system.
  6. Develop applications, reports, and other materials that are unique to your company and its requirements.
  7. Maintain vigilance over any outstanding technical debt, and integrate newly developed capabilities, so that all operations remain in step with one another.

Benefits of Using a Salesforce Managed Service Instead of an In-house Team

Today’s businesses are increasingly bypassing their in-house Salesforce administration teams in favor of using Salesforce Managed Services. This option is not only more affordable and dependable, but it also provides a number of additional benefits that, when combined, have the potential to boost your return on investment in the Salesforce Platform.

1. Better in terms of scalability

As your company expands, its needs and requirements as well as its expectations and aims will evolve. When you choose to go with Salesforce Managed Services, you can have peace of mind knowing that the requirements and demands of your organization will be given the utmost attention.

All it takes is a telephone conversation or an email to get in touch with the Salesforce professionals, who can help out in a pinch, whether a business is booming or tanking. They will unquestionably have more knowledge and expertise than in-house staff, and they will be capable of resolving any issue more quickly and effectively.

2. Salesforce Managed Services reduces your expenses

The most obvious benefit that Salesforce Managed Services offer over an in-house staff is the reduction in operational costs that comes with using them. Organizations may save time and money with managed service contracts. They provide you with an advantageous pricing structure and a level playing field for your business.

Considering there won’t be an in-house crew, there won’t be any salary costs to worry about. Instead, you’ll be billed on a per-service or per-hour basis, giving you more leeway when planning your finances. You will find that the monthly fee is rather low when compared to the total cost of your recurring expenses.

3. You are informed of all innovative capabilities and additions

When it comes to CRM platforms, Salesforce Services is, without question, a frontrunner. It may be difficult for your in-house staff to remain current with all of the updates, changes, and additional features.

Using Salesforce’s managed services, organizations can make sure they are on track, and that important adjustments are made. All major updates happen quickly, and all work is done systematically. This is essential for every organization that wants to maintain an advantage over its rivals.

4. Suitable Technique

An additional benefit of using Salesforce Managed Services instead of building your own team is saving time and effort on recruiting and hiring permanent employees. The Salesforce Partner crew is quickly brought aboard, and they are quickly settled in. They immediately begin contributing after you join up, and all that’s left is for you to decide which service provider to choose.

5. You get domain expertise

Managed services from Salesforce enable scalable access to professionals who can help you improve, maintain, and advance your Salesforce integration and associated technologies.

These professionals can help you make the most of the Salesforce Services for your intended audience and members of the organization. With Salesforce Managed Services, you have access to skilled professionals that have been working in their field for years. They have the expertise to manage the ups and downs of business with poise and maturity.

Conclusion

Any business, no matter how large or small, that uses Salesforce Services and aspires to maximize its potential will benefit from the additional guidance and assistance. When you sign up for Salesforce Managed Services, you have access to a team of specialists that are highly knowledgeable and have considerable experience working with the whole suite of Salesforce products. The greatest aspect is that they can be easily scaled to match your requirements at a reasonable cost.

Interested in finding out more? Feel free to get in touch with us. We at Revolve are happy to answer your inquiries. Revolve is an established Salesforce partner, providing both Salesforce support and integration services. Our consulting staff is here to help you get started with Salesforce by guiding you through the process of integration, consultation, configuring, and tailoring the platform to your needs.

Posted by iamsudharshanmk@gmail.com

5 Awesome Dashboard Report Tips for Salesforce Users

Quick Tips, Success Stories

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.

Interactive Filters

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

Tips for salesforce users

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.

Stacked Summaries

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.

Build Reports Using Columns and Rows

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.

5 Awesome Dashboard Tips for Salesforce Users

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!

Dynamic Reports

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.

Dark Mode for Lightning Dashboards

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

Posted by iamsudharshanmk@gmail.com

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 iamsudharshanmk@gmail.com

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.

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