Salesforce

Salesforce Data Cloud for Tableau
Posted by Saurabh Singh

Unlocking the Power of Salesforce Data Cloud for Tableau

Quick Tips, Salesforce
Salesforce Data Cloud for Tableau

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

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

Salesforce Data Cloud: What is it?

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

Tableau’s use of Salesforce Data Cloud

 

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

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

  1. Data Enrichment

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

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

  2. AI-Powered Insights for Better Decision-Making

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

  3. Quick Analysis

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

  4. Harmonisation of Data

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

Conclusion

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

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

Release Readiness
Posted by Saurabh Singh

Master the Release Readiness Process

News & Events, Quick Tips, Salesforce
Release Readiness

Learning Objectives

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

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

Explore More Resources

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

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

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

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

Dive Deeper into the Release Notes

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

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

Complete the Must-Read List

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

How to Use the Release Notes

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

How and When Do Features Become Available?

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

Supported Browsers

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

Release Notes Changes

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

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

Drill Down by Cloud

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

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

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

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

Remember the Add-Ons

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

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

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

An application that provides transportation, logistics, and financial services
Posted by Saurabh Singh

An application that provides transportation, logistics, and financial services 

Case Studies, Salesforce
An application that provides transportation, logistics, and financial services

Overview:

A leading multi-national company based in Singapore. It is the developer of a smartphone app that provides users with transportation, food delivery, and digital payment services via a mobile app. It currently operates in Singapore, Malaysia, Cambodia, Indonesia, Myanmar, the Philippines, Thailand, and Vietnam. The client previously used the Stripo tool (Integration Tool) to create email templates but now wants to switch to Salesforce Marketing Cloud for the Creation of Email templates, Journey Management, Organization Setup, Audience Management, and Data Segmentation.

Industry: Travelling Agency
Region: Singapore, Central Region, Singapore
Tools: Stripo, Workato


Challenge:

The client had to use several different tools for error handling as the email templates were designed in different languages for different users due to which the work stream was getting delayed, Client wanted an automated solution to send emails to different users according to the requirement.


Solutions:

Revolve Softech and its top-notch marketing experts use the latest technology and best practices of Salesforce Marketing Cloud to provide the Customer/Client with the best experience and productivity.
  • Revolve Softech provided an integrated automated Solution and a dedicated PM with the top marketing experts to provide the best solution to the customer with the latest technologies used in Salesforce Marketing Cloud.
  • We as a team make sure that the customer has all the solutions from a single agency to avoid confusion and chaos.
  • We have suggested they go through all the journeys, touch points (mainly to decide when to send the second email after the first email has been sent already according to any condition), and other sources like date or Frequency.
  • Also, suggested the client to not use Journey Builder if the Email content is changing (rather than asking the client to use Automation or to do it manually).
  • Revolve Softech has done its customized solution of Organization Setup from the scratch including Ip Warming, SAP (Sender Authentication Package), Users roles & responsibilities, Sender and Delivery Profile, and Publication List.

Results:

With the help of the best marketing experts of Revolve Softech we have provided them with the best-automated solution to send emails through different Journeys based on the criteria like Announcement Journey (Leadership Announcement, Event Announcement), Reward Journey (Contest and Giveaway), Reminder Journey, Advocacy Journey, and Re-Engagement Journey. Also suggested to them when to send reinforcement emails to the customer based on the criteria for opening the email link. Revolve Softech and its team of experts follow the best practices which have helped the Client to achieve various goals:

  • Increased efficiency and productivity
  • More satisfied and loyal customers
  • Intentional innovation
  • Save Money, Time & other resources
  • Drive efficient business activities
  • Benchmark for assessment and value maximization
Salesforce Summer ’23 Release Notes
Posted by Saurabh Singh

Salesforce Summer ’23 Release Notes

News & Events, Quick Tips, Salesforce

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

Salesforce Summer ’23 Release Notes

  • How to Use the Release Notes

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

  • Get Ready for the Release

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

  • Release Note Changes

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

  • How and When Do Features Become Available?

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

  • Supported Browsers

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

  • Salesforce Overall

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

  • Analytics

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

  • Commerce

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

  • Customization

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

  • Data Cloud (Formerly Customer Data Platform)

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

  • Deployment

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

  • Development

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

  • Einstein

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

  • Enablement and Guidance

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

  • Experience Cloud

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

  • Field Service

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

  • Hyperforce

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

  • Industries

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

  • Marketing

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

  • Marketing Cloud Account Engagement

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

  • Mobile

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

  • Revenue

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

  • Sales

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

  • Salesforce CMS

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

  • Salesforce Flow

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

  • Salesforce for Slack Integrations

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

  • Salesforce Starter

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

  • Security, Identity, and Privacy

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

  • Service

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

  • Work.com

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

  • Other Salesforce Products and Services

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

  • Release Updates

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

  • Legal Documentation

    We made seasonal updates to Salesforce Legal Documents.
Salesforce Managed Services can help you save money and improve your customer service.
Posted by tanushree

Salesforce Managed Services can help you save more and improve efficiency

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

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

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

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

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


A Quick Overview of Salesforce Managed Services

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


Advantages of Implementing a Managed Services Model

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

1. Flexibility

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

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

2. Coherent Strategy

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

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

3. Get a Tailored Solution

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

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

4. Cost-effective Alternative

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

5. Prompt Resolution of Issues

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

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

6. Continuous Support

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

7. Optimum License Utilization

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


In the End

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

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

Summer Release- 23
Posted by Saurabh Singh

Salesforce Summer ’23 Release Date + Sneak Peek

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

Save These Dates: Summer ’23 Sandbox Preview

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

April 13: Sign up for a prerelease environment

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

April 26: Preview release notes are available

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

May 4: Sandbox cut-off date

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

May 5: Sandboxes upgraded

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

May 15: Summer ’23 Release site is live

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

May 19: First release weekend

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

May 19 to 26: Release Readiness Live

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

June 2: Second release weekend

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

June 9: Final release weekend

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

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

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

Advantages of Salesforce Managed Services over In-house Team

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

Overview

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

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

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

What is Salesforce Managed Services?

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

Services provided by Salesforce Managed Services

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

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

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

1. Better in terms of scalability

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

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

2. Salesforce Managed Services reduces your expenses

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

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

3. You are informed of all innovative capabilities and additions

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

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

4. Suitable Technique

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

5. You get domain expertise

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

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

Conclusion

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

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

Digital Transformation Salesforce
Posted by Saurabh Singh

Why all Smart Companies are Banking on Salesforce CRM in this COVID Era

Salesforce

Every business needs discipline to up their customer relations game. Salesforce is a CRM with grit that changes the circumstances of a business confronting all the successful steps. Also, salesforce is the best CRM since 1999 as it brings organized actions and helps the companies stay closer to their goals.

Why Salesforce CRM even today?

Salesforce CRM helps to close deals and boost sales to every business in an efficient way. It brings to light a fast and easy approach to target leads and turn them into loyal customers. So, Salesforce is popular and trusted to assure companies’ scalable growth in the present competitive era and continued growth in an unpredictable future.

Why do people love Salesforce?

  • Salesforce helps in bringing personalized experiences to customers and influence their purchasing decisions.
  • You rely on smart CRM salesforce to get productive with AI leverage. Give your business an added advantage by embedding the potential of AI.
  • Figuring out data patterns helps in understanding customer requirements.
  • Predict the unexpected business trends with the data insights on hand. Salesforce CRM gathers data from every customer interaction.
  • The multitenant architecture helps businesses of every size to outperform. It brings you a world of tools to boost your business.
  • The pre-installed security features help every business to trust and give employer access to prime data.

The Salesforce’s best uses are endless, and it depends on the radar of business goals.

Dare to Miss Business Profits without Using Salesforce cloud:

Salesforce unleashes many cloud offerings like sales cloud, sales chatter, and service cloud. It helps every business nurture leads with fabulous feathers and tools to bring unique customer experiences and monitor sales pipeline.

Join the lakhs of salesforce users to become successful. Salesforce has become popular as it deals with salient features like business workflows and customer management. It whips you up with collaboration tools, a mobile-ready dashboard, and feature-packed with analytics.

Salesforce showers impeccable features to marketers and salespeople. This is a goldmine for business as it helps to integrate social media and emails besides flourishing business with leads. Salespeople close more deals with easy sales. Most of all, Salesforce CRM is affordable!

  • Gartner 2021 Magic Quadrant for Multichannel Marketing Hubs is available here

  • *Source: Gartner, Magic Quadrant for Multichannel Marketing Hubs, Noah Elkin, Benjamin Bloom, Mike McGuire, Joseph Enever, 11 May 2021.

Does your business need Salesforce?

Do you have a marketing team? Then Salesforce CRM helps in creating, tracking, and measuring your marketing campaigns. It pumps your sales team with leads.

Need a Backbone to the Customer Support team? Salesforce CRM helps to track and escalate the client’s concerns promptly.

Managing Teams is never a hassle! Salesforce CRM helps with dashboards and reports features for visibility and manages the teams efficiently.

Equips with Industry Standard training: Try your hands-on industry training manuals that answers every business query of the employees. Increase the functionalities with the integration of Salesforce CRM with any other system your business uses.

Salesforce CRM is for small businesses and huge enterprises with a smart SaaS approach. And to every company that wish to reduce the cost for customers with salesforce CRM. Salesforce is now widespread in the market to enhance customer communication to boost business sales.

Benioff
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.

Contact Revolve Softech for a FREE Salesforce Consultation.

Posted by Saurabh Singh

Salesforce Launches CRM uniquely designed for Retail businesses

News & Events, Salesforce

Salesforce the worldwide leader in CRM, today proclaimed consumer goods Cloud, a brand new business product that allows consumer goods firms to drive revenue growth and maximize ROI through improved retail execution capabilities. Retail execution—the act of obtaining the proper merchandise to the proper stores at the proper times—is important to the success of consumer goods firms, as 95th of consumer goods merchandise are sold in physical stores. Consumer goods Cloud permits representatives to use AI to optimize key tasks and can be able to drive higher revenues through higher promotion execution and order management and elevate the in-store expertise for the end client.

Consumer goods field reps are liable for delivering product and driving whole awareness in stores. However, they usually rely on out-of-date systems, spreadsheets and paper-based reports to work out their daily travel route, wherever their products ought to be placed within the store, and to share real-time business insights and opportunities with each their executive team and store house owners. In fact, U.S. consumer goods firms pay about $200 billion each year for in-store marketing and promoting, however consumer goods leaders say that 52 of their marketing and promoting plans aren’t executed as meant in stores, which implies over $100 billion in annual trade pay isn’t optimized.

“Retail execution remains one among the foremost necessary items of a consumer goods brand’s strategy, however such a lot opportunity is wasted if the sector rep doesn’t have the information and technology required to create sensible choices,” said John Strain, GM and SVP, Retail and consumer goods at Salesforce. “Consumer goods Cloud provides these field reps with the tools they have to achieve success on the bottom, while serving to build each business opportunities and stronger relationships with their retail partners.”

Introducing Consumer Goods Cloud

Consumer Goods Cloud, the most recent industry product from Salesforce, can facilitate consumer goods firms remodel their business by giving a strong and intelligent resolution to field reps, streamlining operations and elevating in-store experiences for the end client. Currently field reps will make sure that shelves are continuously in stock, pricing and promotions are aligned to expectations whereas spending less time on operational activities and longer building relationships and driving sales with retail channel partners.

Consumer Goods Cloud benefits:

Improve visit designing. Field reps can have access to an inventory of prioritized and allotted store visits for the day with needed and recommended activities; with in-app map practicality to showing intelligence manage routing. In addition, reps will analyze the health of their business across stores while surfacing new opportunities for his or her products.

Optimize visit execution. Once at the shop, reps have access to customizable templates based on store or section types to assist make sure that specific store needs are met on every occasion, from inventory and planogram checks to return order process and surveys, all from a mobile device.

Harness Einstein AI to optimize compliance and products placements. Einstein Vision for consumer goods Cloud delivers a picture recognition and object detection resolution that permits simple inventory, planogram and merchandising compliance checks, permitting field reps to pay less time on auditing activities and more time building relationships with customers. For instance, a rep will take an image of a shelf and directly understand if it’s established properly without having to manually count and input the information into their system.

Easily capture orders and data. Through mobile order capturing capabilities, a rep will capture orders throughout a store visit; collect necessary information like, product, amount and pricing. This ensures they’ve completed all their allotted tasks and reported them properly whereas providing executives with an entire view of the visit.

Consumer Goods Cloud is a component of the Salesforce customer 360 Platform for all kinds of fast-paced consumer goods companies—including food and beverage, personal care, health, beauty wellness, and more—helping them to unlock the value chain with a unified platform. With Salesforce, consumer goods firms across the world will digitally remodel their entire business, as well as driving stronger client engagement in both B2B and B2C commerce. Additionally, Einstein Analytics for consumer goods delivers an intelligent expertise for consumer goods firms by giving reps out-of-the-box KPIs, like inventory stock outs or percent orders increase per store visit, also as AI-powered insights and suggestions specifically tailored for his or her customers.

Salesforce Partners Extend Capabilities of consumer goods Cloud

Salesforce incorporates a sturdy system of partners which will facilitate extend the ability of consumer goods Cloud. Key consulting partners can power digital transformation for purchasers in the retail business like an expert and distinctive capabilities, including:

Accenture: As a pilot partner, Accenture provided deep retail business experience to the event of consumer goods Cloud that enhances Accenture’s own Cloud TPM Salesforce based resolution and helps clients unlock data silos across sales, trade and client marketing for improved execution in retail channels. For more information on Salesforce updates visit our website www.revolvesoftech.com