Quick Tips

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 Saurabh Singh

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 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 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.

salesforce partner in USA
Posted by Saurabh Singh

Future of B2B Commerce & Insights

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B2B commerce professionals are undergoing a reinvention — to focus additional on Future of B2B Commerce & Insights i.e. digital client engagement and service together with sales. This can be driving growth in international B2B eCommerce that Statista says can exceed $12 trillion in the year 2019, over six fold larger than the B2C eCommerce market. Against this scene, we believed it’d be a decent time to replicate on 2019 and share what to expect in the year 2020.

B2B commerce trends in 2019

Several necessary trends gained traction in the year 2019. The foremost notable? The emergence of service as a remarkable issue for corporations and B2B customers’ embrace of digital commerce. This has resulted in a very whole new wave of compelling B2B client and partner portals. Once B2B corporations assess eCommerce desires from an end-user perspective, several realize they have to deliver efficient digital support from their whole on-line system. This usually means that they have to interchange siloed legacy systems to incorporate product discovery, pricing, and service into a single easy-to-use place.

Headless commerce in B2B

A second B2B trend — headless commerce — has historically been in B2C. However there’s an enormous distinction in however headless is applied in B2B; brands aren’t observing headless primarily to drive entire sites or app experiences. Instead, B2B corporations expect bound aspects of commerce to be delivered via headless, in order that they will invest and differentiate in customer expertise and their digital product offerings. They’re additionally leaning on platform suppliers to deliver additional SaaS technology, conserving agility within the long-term. This matters a great deal in B2B — whereas aspects of a digital expertise will have the benefit of headless, there also are approval workflows, payment complexities, and legal terms and acknowledgments that have the benefit of efficient, out-of-the-box experiences that are perpetually well-kept so far.

B2B and QTC: connection at the hip

We finally see the early stages of what’s going to inevitably become a lot of tighter alignment between B2B commerce platforms and quote-to-cash (QTC) solutions. Traditional QTC solutions specialize in supporting field rep sellers in negotiating and shutting complicated deals. In most corporations, that’s a unique technology stack than for ecommerce. Maintaining complicated valuation and discount logic across multiple systems will be a burden, which might delay or slow B2B commerce adoption plans. Currently that organizations will have each B2B and CPQ and charge on an equivalent platform, additional corporations are exploring opportunities for this alignment. This can likely become one of the more dominant stories in B2B commerce for the predictable future as all modes of commerce become more unified.

How to achieve B2B commerce in 2020

Looking to 2020, there’ll be a continuing specializes in reducing the price to serve customers and partners, whereas providing them with participating digital experiences. I anticipate this notably among industrial segments in need of additional organic growth inside an overall environment of monetary fund restraint. There’ll even be a consolidation of technology with so much fewer piecemeal solutions as several B2B organizations acknowledge that their CRM, service, and commerce apps need to be in synchronize or they’re going to be control back. Any client-facing technology that’s not connected to another customer-facing technology are going to be considered way less helpful in delivering top-shelf customer expertise.

In terms of best practices, some B2B corporations clearly struggle to adopt an eCommerce mind-set. Once you’re simply beginning on the road to eCommerce, it’s necessary to ascertain governance and steering operate on top of eCommerce that’s reflective of the complete client expertise. One amongst the most common mistakes we see from the corporations having one isolated team that drives sales through eCommerce. Commerce should be integrated into and connected with service, sales, and channel organizations. It’s necessary to own an eCommerce team to manage commerce operations; however the governance piece wants participation from all stakeholders. In different words, a whole governance team ought to embrace leaders from client service and support, field sales, distribution and partner sales, additionally to it and traditional business stakeholders. You have got to contemplate however eCommerce fits into all different channels, and therefore the easiest method to try and do that is to drive active participation within the program from all key customer-facing disciplines once you begin the journey. Another best observe is to begin little. It’s easier to begin your eCommerce journey once you’re beginning with a restricted range of customer segments, for instance, small businesses in a very specific territory, or maybe a full geographic for an emerging market. Today’s technology makes it easier to focus on segments and permit certain customers to do certain things. It’s then doable to possess a really targeted roll out, and still make certain you’ve got the structure ability to regulate different channels aboard eCommerce. The restricted initial scope additionally makes it a lot easier to document business method changes for traditional sellers and service channels and fine-tune them within the initial client cluster so future roll outs will have the benefit of new processes additionally.

We here at Revolve Softech are very old Salesforce® implementation partners and have experience in serving to organizations build a lot of out of their Salesforce® instance.

Reach out to us for a FREE demo and consultation

Benioff
Posted by Saurabh Singh

Marc Benioff’s Branded New “Capitalism”

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Over the past twenty years, the corporate that I co-founded, Salesforce, has generated billions in profits and created me a very multi-millionaire. I even have been lucky to live a life on the far side the wildest imaginations of my great-grandfather, who immigrated to San Francisco from Kiev within the late 1800s.

Yet, as a capitalist, I think it’s time to mention aloud what we all recognize to be true: capitalism, as we all know it, is dead.

Yes, free markets — and societies that care for research project and innovation — have pioneered new industries, discovered cures that have saved millions from illness and unleashed prosperity that has raised billions of individuals out of poorness. On a private level, the success that I’ve achieved has allowed me to embrace philanthropy and invest in rising native public colleges and reducing homelessness within the San Francisco Bay area, advancing children’s health care and helping our oceans.

But capitalism as it has been practiced in recent decades — with its obsession on increasing profits for shareholders — has conjointly led to alarming difference. Globally, the twenty six richest individuals within the world currently have as much wealth as the poorest 3.8 billion individuals, and therefore the relentless spewing of carbon emissions is pushing the earth toward harmful global climate change. Within the United States, income difference has reached its highest level in a minimum of fifty years, with the highest 0.1 % — individuals like me — owning roughly 20 % of the wealth whereas several Americans cannot afford to get a $400 emergency. It’s no surprise that support for capitalism has dropped, particularly among youngsters.

Agree to disagree, or disagree better? We’ll assist you perceive the sharpest arguments on the foremost pressing problems with the week, from new and acquainted voices.

To my fellow business leaders and billionaires, I say that we will now not wash our hands of our responsibility for what folks do with our product. Yes, profits are necessary, however so is society. And if our quest for bigger profits leaves our world worse off than before, all we’ll have instructed our kids is about the power of greed.

It’s time for a brand new capitalism — a more honest, equal and sustainable capitalism that truly works for everybody and where businesses, including school corporations, don’t simply take from society however actually refund and have a positive impact.

What would possibly a brand new capitalism look like?

First, business leaders ought to embrace a broader vision of their responsibilities by trying beyond shareowner profit and also measure their neutral return. This needs that they focus not solely on their shareholders, but additionally on all of their stakeholders — their staff, customers, communities and therefore the planet. Fortunately, nearly two hundred executives with the Business round-table conference recently committed their corporations, together with Salesforce, to this approach, saying that the “purpose of a corporation” includes “a basic commitment to any or all of our stakeholders.” As a next step, the govt. might formalize this commitment, maybe with the safety and Exchange Commission requiring public firms to publically disclose their key stakeholders and show how they’re impacting those stakeholders.

Unfortunately, not everybody agrees. Some business leaders objected to the landmark declaration. The Council of Institutional Investors argued that “it is government, not corporations, that ought to shoulder the responsibility of shaping and addressing social group objectives.” when asked whether or not corporations ought to serve all stakeholders and whether capitalism should be updated, vice president Mr. Mike Pence warned against “leftist policies.”

But suggesting that corporations should choose from doing well and doing sensible may be a false choice. Prosperous businesses will and should do both. In fact, with political pathology in Washington, D.C., Americans irresistibly say C.E.O.s ought to take the lead on economic and social challenges, and workers, investors and customers progressively search out for corporations that share their values.

Legislation to shut loopholes within the Equal Pay Act have stalled in Congress for years, and these days girls still solely build concerning eighty cents, on average, for each dollar earned by men. However general assembly inaction doesn’t absolve corporations from their responsibility. Since learning that we tend to were paying girls but men for equal work, We’ve spent $10.3 million to make sure equal pay; these days we tend to conduct annual audits to make sure that pay remains equal. Almost about each company, I suspect, includes a pay gap — and each company will shut it currently.

For many businesses, giving back to their communities is an afterthought — something they solely do after they’ve turned a profit. However by desegregation philanthropy into our company culture from the beginning — giving 1 % of our equity, time and technology — Salesforce has donated nearly $300 million to worthy causes, together with native public faculties and addressing homelessness. To me, the boys and girls in native colleges and homeless families on the streets of our town are our stakeholders, too. Entrepreneurs wanting to develop nice merchandise and develop their communities will be part of the 9,000 corporations within the Pledge 1 Chronicles movement and commit to donating 1 % of their equity, time and products, starting on their initial day of business.

Nationally, despite large breaches of client data, lawmakers in Washington appear unable to pass a national privacy law. California and different states are moving ahead with their own laws, forcing customers and corporations to navigate a patchwork of various laws. instead of instinctively opposing new laws, technical school leaders should support a robust, comprehensive national privacy law — maybe sculptured on the European Union’s General data Protection Regulation — and acknowledge that protective privacy and upholding trust is ultimately sensible for business.

Globally, few nations are meeting their targets to fight temperature change, the present United States presidential administration remains determined to withdraw from the Paris Agreement and world emissions still rise. As governments fiddle, there are steps that business will take currently, whereas there’s still time, to stop the world temperature from rising over 1.5 degrees Celsius. Every company will do something, whether reducing emissions in their operations and across their sector, attempt for net-zero emissions like Salesforce, moving toward renewable energies or orienting their operations and provide chains with emissions reduction targets.

Skeptical business leaders who say that having a purpose on the far side profit hurts the lowest line ought to investigate the facts. Analysis shows that corporations that embrace a broader mission — and, significantly, integrate that purpose into their company culture — outstrip their peers, grow quicker, and deliver higher profits. Salesforce is living proof that new capitalism will thrive and everybody can benefit. We don’t have to make a choice from doing well and doing sensible. They’re not reciprocally exclusive. In fact, since turning into a public company in 2004, Salesforce has delivered a 3,500 % return to our shareholders. Values produce value.

Of course, C.E.O. policy and company philanthropy alone can never be enough to satisfy the large scale of today’s challenges. It might take $23 billion a year to handle racial inequalities in our public schools. College graduates are drowning in $1.6 trillion of student debt. It’ll cost billions to retrain American employees for the digital jobs of the future. Trillions of dollars of investments are going to be required to avert the worst effects of global climate change. All this, when our deficit has already surpassed $1 trillion.

How, exactly, is our country about to procure all this?

That is why a brand new capitalism should conjointly embody a tax system that generates the resources we want and includes higher taxes on the wealthiest among United States. Local efforts — just like the tax I supported last year on San Francisco’s largest corporations to deal with our city’s imperative homelessness crisis — will help. Nationally, increasing taxes on high-income people like I would facilitate generate the trillions of dollars that we desperately need to improve education and health care and fight global climate change.

The culture of company America needs to modification and it shouldn’t take an act of Congress to it. Every C.E.O. and each company should acknowledge that their responsibilities don’t stop at the sting of the corporate campus. Once we finally begin focusing on stakeholder worth as well as stockholder price, our corporations are going to be more booming, our communities are going to be more equal, our societies are going to be more simply and our planet will be healthier.

__Marc Benioff (CEO & Chairman of Salesforce.com)

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Posted by Saurabh Singh

30 Most Shocking Facts of Marc Benioff

News & Events, Quick Tips, Salesforce
  1. Marc Benioff was named as one of the Young Global Leaders by the members of the World Economic Forum (WEF) in the year 2009.
  2. He was ranked as one among the 50 World’s Greatest Leaders by a Fortune Magazine, for his dedication, commitment to equality for all and other social issues as a CEO in the year 2016.
  3. He was voted as Best Business person of the Year by Fortune readers, and was also named as one of the Best CEOs in the World by Barron’s. He was also the recipient of The Economist’s Innovation Award.
  4. He received an award with an honorary degree of Doctor of Humane Letters from the University of Southern California on May 16, 2014.
  5. His company Salesforce was ranked as one among the World’s Most Innovative Companies, for a total of 5 years in a row by Forbes Magazine.
  6. In the entire IT software industry, his company was named as the World’s Most Admired Company for 4 years in a row, by Fortune Magazine.
  7. Marc Benioff was included in a business leaders’ symposium organized by the Trump Administration during German Chancellor Angela Merkel’s visit to the White House on March 17, 2017.
  8. His company Salesforce was ranked as one of the Best Place to Work for a total of eight years in a row, by Fortune Magazine.
  9. He was presented with the Excellence in Corporate Philanthropy Award by the Committee Encouraging Corporate Philanthropy in the year 2007. The next year he was invited to become the director of the board.
  10. He credits Mata Amritanandamayi with inspiring his philanthropic business models, claiming that it was she who introduced him to the idea, and possibility, of giving back to the world while pursuing his career ambitions.
  11. He established the Salesforce Foundation in the year 2000, as a public charity, with the 1-1-1 model of integrated corporate philanthropy.
  12. Marc Benioff’s 1-1-1 model of integrated corporate philanthropy, companies contribute 1 percent of equity, 1 percent of employee hours and the last 1 percent of product back to all the communities it serves.
  13. Till date, over 700 companies including Google, is said to have adopted parts of this 1-1-1 model of integrated corporate philanthropy, through the Pledge 1% effective movement.
  14. Salesforce and United Way created Salesforce.com Philanthropy Cloud, a global platform that engages employees, customers and partners with charities, enabling them to streamline philanthropic investments and real-time reporting, in 2018.
  15. Marc Benioff and his wife Lynne have been recognized as one of the top philanthropists in the “50 Top Giver” list by Forbes America since the year 2015.
  16. The couple announced a $100-million gift to The University of California, San Francisco Medical Center (UCSF) Children’s Hospital in an effort to help build the new hospital while significantly advancing children’s healthcare worldwide, in June 2010.
  17. The Benioffs donated another $100 million to The University of California, San Francisco Medical Center (UCSF) and Oakland Children’s Hospital in 2014, following which both the hospitals were renamed as Benioff Children’s Hospitals.
  18. The couple has also donated to The Ocean Cleanup, a non-profit organization developing technologies to rid the world’s oceans of plastic.
  19. Since the year 2010, he along with his wife Lynne was ranked in the Philanthropy 50 list by the Chronicle of Philanthropy.
  20. He claims that businesses are the great platforms for bringing any change in the world, and that he follows the World Economic Forum founder Klaus Schwab’s multi stakeholder approach to leadership.
  21. According to the approach, “All leaders should serve not only their shareholders but all stakeholders, including clients, employees, partners, communities and the environment, to make the world a better place”.
  22. Marc Russell Benioff was born on September 25, 1964 in San Francisco, California, in a Jewish family. He went to the Burlingame High School, graduating in the year 1982, before going to the University of Southern California.
  23. At the University of Southern California, he received a Bachelor of Science in Business Administration in the year 1986. During his time there, he was a member of the Tau Kappa Epsilon fraternity.
  24. He is married to Lynne Benioff and has two children. The couple currently resides in San Francisco, California. He is also a distant cousin of show runner and television producer David Benioff.
  25. Benioff reportedly sold his first application, How to Juggle, for just $75, while he was still in high school. He also founded Liberty Software, creating and selling games such as Flapper for the Atari 8-bit, when he was just 15 years old.
  26. His works King Arthur’s Heir, The Nightmare, Escape from Vulcan’s Isle, and Crypt of the Undead was published by Epyx, and by the age of 16, he earned royalties of $1,500 a month, enough to pay for college.
  27. While at the University of Southern California, he had internships as an assembly language programmer at the Macintosh division of Apple Computer. As per the advice of his USC professors, he joined Oracle Corporation after his graduation in a customer-service role, where he worked for 13 years in a variety of executive roles.
  28. He was named Oracle’s Rookie of the Year at the age of 23 years, and was promoted to be the vice president, just three years later. With this, he became the company’s youngest person to hold that title.
  29. In the year 1999, he founded Salesforce, in a rented San Francisco apartment and defined its mission in a marketing statement as “The End of Software.”
  30. Marc Benioff is the creator of the term “platform as a service” he has extended reach of Salesforce by allowing all the customers to build their own native applications on the company’s architecture framework.

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Posted by Saurabh Singh

40 Awesome Salesforce Facts

News & Events, Quick Tips, Success Stories
  1. Salesforce was founded in the year 1999 by Mr. Marc Benioff & Mr. Parker Harris.
  2. Salesforce held it’s Initial Public Offering in the year 2004 and was listed on New York Stock Exchange and traded through the symbol “CRM”.
  3. Salesforce was one of the first Software-as-a-Service (SAAS) companies.
  4. Marc Benioff trademarked the term App Store and originally he wanted it to name the AppExchange. However, in good faith, Benioff gifted the term App Store to Steve Jobs as a thank you in the year 2008 for all the support.
  5. Salesforce’s new HQ – The Salesforce Tower is the tallest building in San Francisco city. The centerpiece of San Francisco stands at a whopping height of 1,070 feets, beating the second tallest building by 216 feets.
  6. In 2016, Salesforce launched its Artificial Intelligence (AI) tool called “Salesforce Einstein” which can be used by developers/administrators to add artificial intelligence to their existing CRM.
  7. Salesforce has acquired 50 organizations since its founding in 1999.
  8. 10 of these organizations were acquired in the year 2016 alone.
  9. Over 170,000 people registered to attend Dreamforce event in 2017. The original Dreamforce conference in 2003 had just over 1,000 attendees.
  10. Salesforce commands about 20% of the total CRM market share.
  11. 31% of Salesforce revenue comes only from Service Cloud sales.
  12. Salesforce has over 150,000 trusted customers.
  13. 41% of Salesforce revenue comes only from Sales Cloud sales.
  14. 58% of Salesforce Clients Have Plans to Integrate Additional Salesforce Clouds.
  15. As of 2019, Salesforce has grown to 35,000 employees.
  16. Salesforce releases new features, products, and updates every three times per year. These releases are known as “Winter Release”, “Spring Release” and “Summer Release” respectively.
  17. Companies that switch over to Salesforce on average will see a 25% of total increase in their ROI.
  18. Salesforce customers say they have seen on average a 35% increase in ROI for marketing.
  19. Companies that use Salesforce see an increase of customer satisfaction by 40%.
  20. With the use of Salesforce, customer service agents have an increase of 35% productivity.
  21. With Salesforce’s ability to monitor performance in real time with custom reports and dashboards, sales productivity increases by 48%.
  22. 82% of Salesforce professionals feel valued at workplace.
  23. In One Salesforce User group study, 2 or more Salesforce certifications led to over a $20,000 increase in their gross pay.
  24. 83% of Salesforce professionals believe you don’t need a degree to do the job.
  25. More than 89% of Fortune 100 companies use at least one of the Salesforce App.
  26. 73% of Salesforce customers actively use apps from AppExchange.
  27. For every $1 Salesforce makes, the partner ecosystem will make revenue of $5.18.
  28. The Salesforce ecosystem is nearly four times larger than Salesforce itself (by market cap) and is expected to increase by five times larger than Salesforce by year 2022.
  29. Worldwide, Salesforce and its partner ecosystem are expected to enable the creation of 3.3 million new jobs by the year 2022.
  30. Over 3,000 apps have been deployed on the Salesforce AppExchange and these apps have been downloaded over 3 million times
  31. Salesforce was named the “World’s Most Innovative Company” by Forbes 4 times continuously in a row in the year 2011, 2012, 2013, and 2014 respectively.
  32. The 1/1/1 model is based on the idea that we should use the benefits of technology, people, and our resources to help improve the world we live in. Salesforce dedicates 1% of its employee’s time, 1% of its equity, and 1% of its product to be put back into communities across the world.
  33. Since its launch, Salesforce has provided over $130 million in grants.
  34. Salesforce has donated around $8.5 million in Oakland and San Francisco to ensure students are able to receive and improve education within computer science, in addition to enabling its staff to undertake voluntary work within the schools in the year 2016-2017.
  35. In the 2018 Fortune 100 best places to work report, Salesforce organization ranked #1.
  36. At Salesforce, new mothers get an average of 50 days off for maternity leave, and new fathers gets 30 days of paternity leave.
  37. Salesforce offers 56 hours paid time off for each of its employee to volunteer.
  38. In the year 2015, Salesforce spent $3 million to close the gender pay gap across their organization.
  39. Salesforce has adopted an “Education Reimbursement Policy”, where they will repay 100 percent of the expenses an employee will incur.
  40. 54% of new hires at Salesforce are referrals from current employees.
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