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.
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.
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.
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.
Analytics enhancements include new and updated features for Lightning reports and dashboards, CRM Analytics, analytics apps, Einstein Discovery, and Tableau.
Commerce Cloud enhancements include new and updated features for B2B and D2C Commerce, Omnichannel Inventory, Salesforce Order Management, and Salesforce Payments.
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.
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.
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.
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.
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.
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.
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 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 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 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.
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.
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.
Bundle your products and services in Subscription Management, and configure discounts on longer subscription terms. Create quote templates more easily in CPQ Plus.
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.
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 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).
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.
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.
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.
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.
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.
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.
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
Putting into action industry standards within your Salesforce organization.
Developing a comprehensive plan for Salesforce that is in line with your company’s overall goals.
Make sure that your Salesforce version is operating at its optimal level.
Trying to maximize the return you get on your investment.
Keeping abreast with all the latest versions and putting them into your customer relationship management system.
Develop applications, reports, and other materials that are unique to your company and its requirements.
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.
From working as a consultant to being an end-user, reports have often been the most topic for all levels of management within the businesses I even have worked in. one among the foremost factors why companies use Salesforce is the ability to urge the most understanding of how teams are performing, using very less number of clicks.
Salesforce Lightning has opened doors for analysts, administrators and users to inform a more robust story with data. If you’re a noob in Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you’ll use to induce more out of Lightning Reports and Dashboards.
1.
Interactive Filters
Do you have different teams segregated by country, region, or
industry? Lightning Reports enable users to pick filters that interest them.
Whether it’s viewing reports by a period of time, sales teams or other fields
to enable teams to know the performance and trends.
For instance, you’re building a worldwide Dashboard every level of managers in several roles can access. A Director that’s managing teams from different countries can simply make use of dashboard filters to modify views between country teams to visually compare how they’re doing. what’s great, additionally, is that data sharing within the role hierarchy is respected; as an example, a country head Manager with role hierarchy access guaranteed to data for the country they’re accountable for will only be viewing only data associated with his/her team.
To start building filters in Dashboards:
Click on + Filter and look for the field that you simply wish
to filter by.
Input the Display Name you would like to set for your filter,
using Filter Values to filter values by.
Input the Display Text if you would like to point out a text
different from the value in Salesforce
2.
Stacked Summaries
With the improved Lightning Report Builder, Stacked Summaries
are enabled by default. Users can easily summarise a considerable amount of
information for quicker review and comparison.
For example, if you would like to indicate the number of opportunities that are Closed Won, also because of the sub-total of Closed Won opportunities by each country, that’s possible with Stacked Summaries activated at the very bottom of your report page. you’ll view record count by each country, each opportunity owner or other sub-total counts that the report is grouped by.
3.
Build Reports Using Columns and Rows
Users can now select which rows and columns to display, with
the choice to swap rows and columns to look at what works best.
Take for instance you’re building a report with opportunity
owner as your rows, and opportunity revenue as your columns. While building the
report, you realized the list of opportunity owners are going to be more
suitable to display as columns to enable printing with the remaining of your
files into an annual report. you’ll simply hit the “Swap Rows and Columns” to
avoid wasting time, rather than dragging fields one at a time to form this
change!
4.
Filter On-the-fly with Dynamic Reports
Users don’t require editing the whole report if they must look at it with a unique filter applied. With the Lightning Report Filter function, users can easily adjust filters after the report is run as they want while keeping the saved report filters intact.
Let’s say you’ve got provided access to a report across topmost management of your organization. Different stakeholders within the management team wish to toggle different views of the report themselves, to fulfill their interests. instead of saving multiple versions of the same report, you’ll simply create a filter and leave the filter value blank. This way, users than creating a Dynamic Report within which viewers can enter filters and run reports quickly – it prevents other users from edits to the most structure of the report. A win-win for everyone!
5.
Light vs. Dark Mode for Lightning Dashboards
To differentiate components during a Lightning Dashboard, users can switch between light or dark mode per component, or maybe a special color palette in order that reports viewers are going to be drawn to the extremely important data.
For example, you’ve got been building multiple dashboards for the sales team by time period, region, industry. in order to point out a more eye-catching view for a dashboard showing actual revenue vs target revenue, you’ll select properties at the top right page of the dashboard, scroll to the bottom to choose a distinct dashboard theme or palette.
Summary
This post has covered 5 tips you’ll use to urge more out of Lightning Reports and Dashboards. you’ll be on your course for becoming a more Salesforce-savvy user and getting the knowledge you would like within the best way and tell a far better story with data. We Revolve Softech are Salesforce Consultant Partner. For more information and blogs visit our website www.revolvesoftech.com
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!
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
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
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
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
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 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
To see the entire list of related records, click View All. The list opens on a brand new
page.
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
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
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.
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.
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 oldSalesforce® implementation partners and have experience in serving to organizations build a lot of out of their Salesforce® instance.
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.
