AdVic and BCorp Go Hollywood

AdVic and BCorp Go Hollywood

The Ad Victoriam team has bags packed and is ready to represent at this year’s BCorp Champions Retreat 2019 in Hollywood.

2018 was AdVic’s first year as a certified B Corp, and we jumped in feet first attending both the B Summit and the Champions Retreat. So after last year’s awesome experiences, you can understand why we’re excited to be heading to the City of Angels for this September 16-18 event to connect with other B Corps and people united in using business as a force for good.

At this year’s Champions Retreat, AdVic’s own Nathan Stuck, Chairman of B Local Georgia, has been invited to attend the B Local Summit session on September 16.

Remarks Stuck, “I can’t wait to learn how to grow a local community of businesses that believe in purpose and profit.”

B Local Georgia at their inaugural meeting in 2018, shortly after returning from Champions Retreat
B Local Georgia at their inaugural meeting in 2018, shortly after returning from Champions Retreat.

2019 Champions Retreat Theme

As leaders in the Corporate Social Responsibility movement, B Corps around the globe are taking the lead on building a more inclusive economy for everyone. This year’s Champions Retreat theme centers around Equality, Diversity, and Inclusion (EDI) initiatives. Ad Victoriam successfully completed the 2019 Inclusive Economy Challenge and will look for further inspiration from their fellow attendees.

Stuck adds, “As BCorps we are always eager to learn from others, especially those that have accomplished lofty EDI goals. In addition to being a responsible way to do business, research shows that diverse teams make better decisions.”

Reasons to Be Excited

The last 18 months have been a fascinating whirlwind for AdVic and our commitment to the BCorp community. We’ve made B Corp friends across the country, especially since last year’s Champions Retreat. This year’s conference gives us a chance to finally meet these fellow BCorp members face to face. So many conference calls – B2B B Corp and B Culture – and now we get to talk in person!

AdVic’s Stuck sums it all up: “Reuniting with friends we’ve met in person or only known virtually, growing B Corp awareness in our home state of Georgia, and building a more diverse, and better, company all await us out west.”

Group shot from the recent 2019 B Summit in Amsterdam
Group shot from the recent 2018 B Summit in Amsterdam.

About B Corp
B Corps are for-profit companies certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability, and transparency. Today, Ad Victoriam Solutions, along with the more than 3,000 other B Corps around the globe, is working toward one unifying goal — to redefine success in business.

And if you would like to learn more about how your company can become a certified B Corp, AdVic’s recent three-part blog series has all the information you need to succeed: Part 1Part 2Part 3. You may also find this recent AdVic B Corp/Corporate Social Responsibility webinar helpful, too.

 

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9 Steps to a Successful Salesforce Lightning Rollout

Salesforce Lightning Rollout Blog Image

It’s unlikely that you haven’t heard, but to be safe, here’s a reminder: the Salesforce Lightning rollout is starting in Winter ‘20. If that fact has left you bewildered (or starting to panic), let’s clarify a few things before we get to the 9 steps to a successful Lightning rollout:

First, know that with the Winter ‘20 release (which happens in October 2019) you will still get to control who gets access to Lightning in your Salesforce instance. That means, yes, Classic will still be accessible to your users. But the fact that Lightning will be turned on in all orgs also means that you shouldn’t ignore Lightning very much longer. It’s important to begin the transition to Lightning… today. Start by educating yourself – and your team – about what Lightning is and beginning to make a transition plan using the resources available to you.

Be sure to know… Salesforce is not forcing customers to switch to Lightning. However, the future of the Salesforce user experience and platform is Salesforce Lightning. Moving forward, that means all innovations will be in Lightning Experience, so it just makes good sense to get on-board fast.

Focus on These 9 Lightning Rollout Steps

Once you have committed to switching your company’s Salesforce org to Lightning Experience, it’s time to create a rollout plan. Sure, you’ll want to customize your plan based on your specific company’s goals – and bandwidth – but focus on these Salesforce-suggested steps to make your Lightning rollout a success:

1. Run the Readiness Check. Check the Lightning Readiness Report to see which profile is the readiest.

2. Pick a “Champion.” Elect someone on your staff who uses Salesforce the most and can offer recommendations to improve the experience.

3. Give Access to Your Champion. Create a permission set with the Lightning Experience User permission and assign it to your champion. Then turn on Lightning Experience.

4. Train Your Champion. Prepare your champion to work in Lightning and remember to resolve issues quickly. Remember Trailhead is a great resource for learning.

5. Give It a Week. Ask your champion to do their job in Lightning Experience for a week. (Important: Assure your champion there’s no risk as they can always switch back to Salesforce Classic).

6. Get Feedback. Get your champion’s input on what’s good and what needs attention.

7. Fix Priority Issues: Focus on business-stopping issues from your champion and the Readiness Report mentioned in Tip No. 1.

8. Demo & Go Live! Have a Salesforce Lightning rollout celebration by inviting everyone to watch a demo and learn the cool things they can now do with Lightning. Consider these ideas for generating some excitement. Then, grant everyone else with the same profile access to Lightning Experience.

9. Rinse and Repeat. Rinse and repeat with other profiles, working your way up to the most complex cases.

Bonus Tip: Once you have granted everyone access to the Lightning Experience, create a place where you can all work together. Create a “rollout” Chatter group and invite in all of your team members involved. Using Chatter, you can share files, collaborate in context, and share relevant updates with the whole team.

It’s Not All or Nothing

Remember, moving users to Lightning Experience does not have to be an all-or-nothing process. Consider implementing your rollout in phases, leveraging feedback from your Salesforce champions as you go. But do get started today! For more guidance, check out Salesforce’s Lightning Experience Transition Assistant.  You can also download their free guide, “Roll Out Lightning Experience to Your Company.

But, if after thinking about it all and you feel you need more guidance and consulting help with moving your org from Salesforce Classic to Lightning Experience, or implementing Salesforce with Lightning Experience for the first time, Ad Victoriam, recognized for our Masters Level expertise in Lightning by Salesforce, is ready to assist. Reach us, today.

 

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Platform Growth Drives Personalization and Customer Satisfaction

Customer Success: Platform Growth Drives Personalization and Customer Satisfaction

After interviewing, researching and “scoring” a number of implementation firms, DataScan selected Ad Victoriam Solutions to assist in a series of projects, starting with a clean-up and upgrade to Salesforce® Lightning on their Sales Cloud. These upgrades were necessitated as a result of DataScan operating in disparate systems and dealing with multiple sources of truth. They wanted a single platform within which they could manage and grow sales, service, and community.

AVS’ Solution

Over the last three decades, DataScan has established itself as the industry leader in the wholesale asset finance technologies and risk management space. They provide technology and insights that help their customers to efficiently account for, protect and grow their business and manage their risk. A foundation of knowledge sharing, responsiveness, and commitment to growth underpins DataScan’s relationship with its customers and feeds a collective passion for future-focused, proactive problem-solving.

Following a thorough examination of DataScan’s issues, AdVic’s consultants recommended a solution that included implementing and integrating Salesforce Service and Community Clouds in Lightning.

Prior to its new platform implementation, DataScan was utilizing Zendesk.

Steps to a Successful Platform Implementation

The carefully-crafted steps involved in DataScan’s implementation were highlighted by these six:

– Customized the claim process to route tickets into a queue so agents could “claim” the ticket triggering a transfer of the ticket to the agent. This allowed agents to service tickets faster.

– Integrated products with case objects enabling DataScan to access needed data to support each of their customers’ sandbox (software). This enabled visibility into their customers’ sandboxes, allowing DataScan to provide higher quality, more personalized support, increasing customer satisfaction.

– Integrated data from DataScan’s org into their account object so the service team can provide support based on DataScan’s org. This step enhanced DataScan management’s ability to make data-based decisions when needed.

– Routed all communications through the Community portal to allow for case comments and conditional highlighting indicating message origin. This implementation increased readability and sped-up communication digestibility.

– Designed a managed team process and workflows whereby each customer could self-assign licenses based on role and add permissions to profiles/hierarchy. Their customers also now have the ability to add new contacts, view those contacts and manage their own communication preferences. Providing this self-serve system for customers frees employees from these tasks to focus on other company initiatives.

– Built custom Communication objects, permissions, and document cloning triggers to enhance document management functionality from an “all or nothing” function enabling the ability to easily upload and download documents.


The skilled Ad Victoriam team of Sales Cloud developers and consultants are experienced in cloud computing, CRM and Salesforce solutions, delivering proven results to small and large businesses in any industry. We offer consultation, implementation, integration, and customization all of the Salesforce clouds to help grow your business. To get started today, click here, or fill out the brief form below.

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Salesforce World Tour Stops in Atlanta

Salesforce World Tour Stops in Atlanta

Do you live in and around the Atlanta, Georgia, area – or plan to be – on Wednesday, September 18, 2019?  If so, you will not want to miss the opportunity to join Salesforce® and the Ad Victoriam team at the Salesforce’s World Tour Stop at Atlanta’s Georgia World Congress Center. The day will be packed with learning, innovation, and inspiration, and an evening sharing laughs, best practices, and business experiences that have led you to the success you’re experiencing today.

During the Day

Salesforce has planned a day filled with opportunities all centered on learning how to connect to your customers in a whole new way using the power of Salesforce Customer 360. The day will feature informative speakers, hands-on sessions, keynotes, networking, and more.

In addition, you will get the latest Salesforce announcements and engage with the latest innovations, including Salesforce Customer 360 and Einstein Voice, and how those solutions help you create a complete view of your customers, connect to those customers using intelligence, and work together faster than ever before.

You will also have the opportunity to interact with innovative businesses like yours, and learn how they are using Salesforce products to connect to their customers, helping them to succeed.

Get your free registration for Salesforce’s World Tour Atlanta here.

Get the Most out of Salesforce World Tour

Think about your technology challenges, business goals, and future strategy. We’d be happy to set up a meeting to chat at the World Tour to further your education on optimizing your Salesforce Platform. Reach out to Chris.Fraser@AdVictoriamSolutions.com and he’ll contact you to see how we can help or simply get you on the right path.

The Ad Victoriam team is a group of top cloud and data experts who work across a spectrum of leading-edge applications and technologies to help companies like yours solve critical IT problems, quickly, simply and efficiently. If you are ready to accelerate your business through technology, we’re ready to speak with you now.

 

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Winning Strategies to Increase Salesforce Adoption

Winning Strategies to Increase Salesforce Adoption

Picture this… Tomorrow is your company’s long-awaited go-live date for your brand new Salesforce® CRM. In it, you have built some exceptional apps and features for your team and you can’t wait to roll them out. But then you ask yourself, “Will our team actually adopt using it, and have we as a company done enough to create strategies and excitement within our team to ensure a successful Salesforce adoption?”

End-User Adoption is About Quality of Work

End-user adoption of Salesforce is not just about people being engaged with the system; it’s much more than that. It’s about what end-users are doing when engaging with the system; the quality of work they are doing in the system.

For example, are all of the Opportunity dates and the Stages up-to-date? Are team members entering new contacts, and with an email address? Are they recording Activities in the system? Unless your team is doing those things, your Salesforce forecasts will not be accurate, your pipeline visibility will not be up-to-date, and you won’t be increasing your database of people who you can send marketing communications to.

A rule many companies use when implementing a Salesforce solution is: “If it’s not in Salesforce, it doesn’t exist.” This can be very effective, especially with C-Suite support. However, it can also be time-consuming for admins to oversee and stay on top of new feature requests. So, the question then becomes, “What can our company do to increase Salesforce adoption that won’t involve policies forced upon my team?

Salesforce Adoption Strategies That Work

Team training is often the first thought when implementing a Salesforce solution. However, sometimes Salesforce user adoption issues run deeper, so training is only part of the solution. What also needs to be established is a comprehensive end-user adoption strategy, which should include incorporating these four strategies:

1) Create an Advantage to Using the System: You need to drive home the point about the advantages of using the system. Users must be convinced that using the system will make doing their job easier than not using it. For example, initiating robust dashboards out-of-the-gate gives users a series of reports and charts giving them much better visibility of sales performance in the pipeline. Let users see how a deal has moved from one stage to another.

2) Conversely, Create Examples of Disadvantages to Not Using the System: Once shown how not using your new Salesforce CRM could impact the company or the team member’s ability to better generate/earn income, attitudes toward adoption often quickly change. And once team members grasp the “What’s in it for Me?” (WIIFM) mentality, they’re ready to buy into the solution.

3) Measure User Adoption: Like anything else, if you cannot measure it you cannot manage it effectively. You don’t want to be measuring user adoption on hearsay or perception. You want to base it on hard numbers, such as a user’s logins, the number of contacts created, percentage of fields populated, from and to Stage movement, conversion rates, and overdue opportunities.

4) Manage User Adoption: Be clear about what’s expected for using the system. Coach/train users and take any remedial actions to clear any end-user roadblocks. Make using Salesforce an integral part of the way you work. Use it in team meetings, in one-on-one discussions, and encourage end-users to take advantage of tools such as Chatter, which can be activated in your new Salesforce CRM.

And one final point. As you follow your end-user adoption strategies, make adjustments to them based on how well users are adopting Salesforce best practices.

More Adoption Tips

Want even more ways to generate end-user adoption excitement, including six more tips on increasing your adoption goals? Take three minutes to read this.

If you need assistance with making and implementing a Salesforce user adoption strategy, contact Ad Victoriam Solutions today. Our problem solvers can help your company increase user adoption and solve the unique challenges that come with it. And remember, when you think AdVic, think: Salesforce. Simplified.

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Salesforce Summer Release – FSL Highlights

Salesforce Summer Release - FSL Highlights

As Ad Victoriam’s consultants continue to delve deeply into Salesforce’s Summer ‘19 Release highlights (read our recommendations for admins and Einstein Analytics), we’re highlighting some awesome enhancements you can initiate now regarding FSL (Field Service Lightning).

The 411 on Field Service Lightning Management

FSL is designed to connect your workforce and enable them to deliver intelligent and productive on-site service. It allows for faster delivery and smarter and more personalized service from the phone to the field on one platform.

More specifically, here’s just a few things FSL software can do:

  • Resolve field service calls faster
  • Boost the productivity of employees in the field
  • Automated appointment scheduling
  • Manage agents, dispatchers, and techs
  • Get real-time operations visibility
  • Optimize mobile workforce allocation
  • Keep customers updated at every step

The Salesforce FSL Highlights

Upload Multiple Images to Get the Full Picture

AdVic Overview: Easy to add multiple pictures from the phone.

Salesforce Description: Use your image upload flow to capture and select several images at once. Swipe to move between images or see all of them together in the gallery view. In each image’s detail view, you can add a description or delete the image.

Note: This change applies to Field Service Lightning for Android and iOS in Enterprise, Performance, Unlimited, and Developer editions.

Create and Manage Service Crews with Crew Management*

AdVic Overview: A better view for Service Crews.

Salesforce Description: Quickly create and manage service crews using the crew management tool, which was previously in beta. Use the new service crew wizard to create a crew, and find the right crew members for the job with smarter search results. Search now considers resources’ operating hours and availability in addition to their skills.

Select a Scheduling Policy When Booking Appointments*

AdVic Overview: Improve appointments.

Salesforce Description: Enjoy greater scheduling flexibility by choosing a scheduling policy directly from the Book Appointment and Candidates Chatter actions.

Select a Scheduling Policy When Booking Appointments

See Further into the Future on the Gantt*

AdVic Overview: Better insight and scheduling.

Salesforce Description: View up to six months of your team’s schedule on the Gantt with the new long-term view. Choose how many months to display, highlight weekends to aid scanning, and apply a multi-day appointment filter. Keep things tidy by showing only appointments and absences over a certain length. We’re also introducing a two-week view for mid-range planning.

*Applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions with the Field Service Lightning managed package installed.

Read how FSL was a part of a recent Salesforce Service Cloud, Community Cloud, Mobile, and Lightning Experience solution successfully implemented by the Ad Victoriam consulting team, here.

Lastly, if you would like to find out what Salesforce solutions are right for your company, talk to a certified Ad Victoriam consultant today. We’re committed to helping you find long-term, future-proof solutions that grow your business.

 

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Ad Victoriam Named One of America’s Fastest-Growing Companies

Inc. magazine names Ad Victoriam Solutions to its 2019 Inc. 5000 list.

Inc. magazine has named Ad Victoriam Solutions to its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

“As a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical consulting services, from strategy to implementation, Ad Victoriam is delighted to be recognized by Inc. for our growth,” said founder, Jeff Jones. “We’re honored to see our results validated by Inc. magazine’s annual award.”

This is the second recognition of Ad Victoriam’s business acumen in the span of three months, as we were recently named a Top Business Services Company by Clutch.

How AdVic Made the Inc. 5000

Not only have the companies on the 2019 Inc. 5000 been very competitive within their markets, but the list as a whole shows compelling growth when compared with prior lists. The 2019 Inc. 5000 achieved a three-year average growth of 454 percent, and a median rate of 157 percent. The Inc. 5000’s aggregate revenue was $237.7 billion in 2018, accounting for 1,216,308 jobs over the past three years.

“The companies on this year’s Inc. 5000 have followed so many different paths to success,” says Inc. editor in chief James Ledbetter. “There’s no single course you can follow or investment you can take that will guarantee this kind of spectacular growth. But what they have in common is persistence and seizing opportunities.”

The Inc. 5000 Methodology

The 2019 Inc. 5000 is ranked according to percentage revenue growth when comparing 2015 and 2018. To qualify, companies such as Ad Victoriam must have been founded and generating revenue by March 31, 2015. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2018. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2015 is $100,000; the minimum for 2018 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue.

Ad Victoriam is a Salesforce Platinum Partner™ and MuleSoft Partner™ who provides mission-critical consulting services, from strategy to implementation. Our nimble team of certified professionals across the country accelerates businesses by simplifying complex problems through cloud, integration, and data expertise. As a certified B Corp, we balance purpose with profits and have made a strong commitment to the community.

So, are you ready to discover how AdVic can accelerate your business through technology? We’ll respond quickly to your questions here.

 

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Salesforce Summer ‘19 Einstein Highlights

Salesforce Summer '19 Einstein Highlights

As part of their Summer ‘19 Release, Salesforce® has rolled out numerous new features for its Einstein Analytics (EA).

Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share the best new Einstein Summer ‘19 Release features for a mix of skill sets – from End User to Senior Admin.

Speed Up Data Loads with Concurrent Dataflow Runs

AdVic Overview: Allows for data in Einstein Analytics to be refreshed more frequently.

Salesforce Description: For a production org with the Einstein Analytics Plus platform license, Analytics runs up to two dataflows concurrently when multiple dataflow jobs overlap. If more than two jobs overlap, Analytics puts the remaining jobs in the queue. Previously, only one dataflow job ran at a time.

Set Connection Mode for Connected Salesforce Objects in One Place

AdVic Overview: Allows for more optimized syncs of data flows, meaning your data flows are more efficient.

Salesforce Description: To eliminate potential conflicts, you now specify the connection mode for each connected Salesforce object in one place. This feature applies only to objects that use the Salesforce Local Connector. Previously, conflicts could arise because you could set this property for the same object in multiple places. You could set the “incremental” property in the sfdcDigest node of one or more dataflows. You could also set the connection mode in the Connect page. We also added Full Sync as a connection mode option.

Drive Adoption and Engagement with In-Dashboard Video Onboarding

AdVic Overview: Allows for dashboard specific training to be put in place.

Salesforce Description: Help users get the most out of your Analytics assets by empowering them with educational videos right where they work. With the widget-specific Learn option, you can provide customized, right-on-time instruction for each dashboard and its charts.

Debug Steps with the Dashboard Inspector

AdVic Overview: Improved troubleshooting for Admins.

Salesforce Description: New functionality in the Dashboard Inspector makes debugging queries easier. Previously, query level information was only available if the query ran successfully. Determining issues with binding syntax or SAQL syntax are now easier to find and fix.

Debug Dashboard Inspector Error

Revert to Previously Saved Versions of Dashboards, Lenses, and Dataflows Using Asset History (Pilot)

AdVic Overview: Saved versions to revert back to.

Salesforce Description: Until now, if you edited dashboards, dataflows, and lenses, you had to save a copy of each version if you wanted to revert to that version. With Asset History, every time you save a new version of an asset, Analytics automatically stores a snapshot of it. You can tag assets with descriptions for easy reference later when you or someone on your team wants to restore a particular version. View and revert to previously saved versions using Workbench API calls.

Sort on Dimensions Easily

AdVic Overview: Sort by dimensions without SAQL (code).

Salesforce Description: Sort dimension values in ascending or descending order with just a few clicks. Previously, you could sort dimension values only by using SAQL.

Sort Dimension

Predict Seasonal Data with New SAQL Timeseries Options

AdVic Overview: Prediction for seasonal metrics.

Salesforce Description: SAQL time-series makes the most accurate predictions possible based on your existing data. It selects the best algorithm for the data you have, even if your data has seasonal variation. time-series now supports daily and weekly seasonality as well as monthly, quarterly, and yearly seasonality. Does your caseload have a weekly variation with call volume peaking near the end of the week? No problem – use time-series to predict call volumes so you can plan.

Join the thousands of companies that have already implemented Salesforce Einstein Analytics technology. Ad Victoriam can help you stay competitive and revolutionize the way you do business by using Salesforce’s comprehensive BI analytics tools. Learn more about leveraging successful business intelligence by browsing this blog, filling out the quick form below, or contacting us here to discuss our Salesforce consulting services.

 

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Salesforce Summer Release Highlights for Admins

Salesforce Summer Release Highlights for Admins

From updates to Lightning Experience to Einstein Analytics to everything in-between, the highly-anticipated Salesforce® Summer ’19 Release increases productivity and delivers personalized customer journeys with the latest Customer Success Platform innovations.

Some features in Summer ’19 affect all users immediately. Other features require direct action by an administrator before users can benefit from the new functionality.

Ad Victoriam’s consulting team took a deep-dive through Salesforce’s extensive Summer ‘19 Release Notes document - all 545 pages of it - to highlight for admins nine of the most interesting updates you can initiate now.

The following changes all apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Reference Custom Metadata Type Records in Process Builder

AdVic Overview: Allows for best practices to be used by less hard coding and easier deployments than Custom Settings.

Salesforce Details: Reference custom metadata type records from a Process Builder formula to automate your business processes reusing functionality that you define. To change a value, you can update it in the custom metadata type instead of in your process and any hard-coded formulas that your process uses.

Keep Users in the Know with Notification Builder

AdVic Overview: Allows admins another way to notify users.

Salesforce Details: Send customized notifications when important events occur. For example, alert an account owner if a new support case is logged while trying to close a deal. Or, send a notification for a unique workflow built entirely with custom objects. Previously, you could send only standard notifications for use cases predefined by Salesforce. Notification Builder puts you in control of who needs to know what and when.

Keep Users In The Know With Notification Builder

Set Up Mass Quick Actions in Communities

AdVic Overview: Allows community users to act on multiple records at once.

Salesforce Details: Mass quick actions are now available in Lightning communities the same as they are in Lightning Experience. Your customers can select up to 100 records in a list view and perform mass updates rather than updating records one at a time.

Take Control of the Hover State in the Tile Menu (Beta)

AdVic Overview: Good for those not using custom components.

Salesforce Details: The hover icon has been replaced in the Tile Menu component with a new display setting. You can show or hide the standard Salesforce hover icon for a menu item.

Power Up Your Related Lists with Enhanced Related Lists (Beta)

AdVic Overview: Take your related lists to the next level.

Salesforce Details: Show up to 10 columns with Enhanced Related Lists. Resize and sort your columns, perform mass actions, and wrap text.

Power Up Your Related Links With Enhanced Related Links

Merge Cases into a Single Record (Beta)

AdVic Overview: Out of the box support for duplicate cases, a common issue.

Salesforce Details: If you have duplicate cases or cases that you want to merge into a single case, you can now merge two or three cases into one master record. When you merge cases, the master record is updated with your chosen field values. Most related lists, feed items, and child records are merged into the master record. The master record keeps the Chatter feeds, your values for read-only and hidden fields (except Created Date and Created By), related items, and security.

Sort Dashboard Components by Groups and Measures

AdVic Overview: Improved sorting capability.

Salesforce Details: Overhauled sorting in dashboard components and improved how components sort data. Instead of choosing to sort by label or value, you can sort by a named group or measure. Plus, dashboard components now support two-level sorting. Now you can sort a component by stage and then by the sum of the amount, or by average age and then record count.

Sort Dashboards and Components By Groups And Measures

Resize Columns in Lightning Tables

AdVic Overview: Ability to make all Dashboard tables readable.

Salesforce Details: For those times when a Lightning table column feels a bit cramped, go ahead and open it up by resizing it. You can resize columns but not rows. Resizing lasts only for the current session. So the next time you open the dashboard, the columns use their default widths.

Evaluate Each Record in Reports with Row-Level Formulas (Beta)

AdVic Overview: Allows for improved reporting and in some cases reduces the need for custom fields to do this.

Salesforce Details: Answering business questions sometimes means making a calculation on every row in a report. With row-level formulas, you don't need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, write a row-level formula directly in the Lightning report builder.

Ad Victoriam Solutions' reputation as a top-rated Platinum Certified Salesforce Consulting Partner has spread well-beyond our headquarters in Atlanta, GA. The secret to our success? For starters, our renowned extensive experience and ability to help you with any of your Salesforce implementation or integration solutions. If you are interested in learning more about any of these new Release Notes for Summer '19 and how they can benefit your company, contact us now.

 

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Finding the Right Salesforce Implementation Partner

Finding the Right Salesforce Implementation Partner

Klaussner Furniture Industries began their Salesforce implementation process with another partner but was unhappy with their progress.

Klaussner, one of the nation’s largest makers of home furniture, then turned to Ad Victoriam Solutions. Our proven industry knowledge and project experience provided them with a long-term scalable solution for their specific business needs.

Klaussner’s Business Challenge

Since Klaussner has nationally-based representatives, their processes were disjointed and difficult for them to manage. Their representatives were tracking their opportunity pipeline using an Excel spreadsheet fed into their IBM AS/400 legacy system.

The solution Klaussner desired was one central system to manage their teams with consistency in reporting to gain insight into sales performance.

Ad Victoriam’s Salesforce Solution

After a deep dive into their business, a technical roadmap was created. To successfully meet Klaussner’s goals, the Ad Victoriam consulting team implemented Salesforce Sales Cloud in the Lightning Experience and a Mobile solution that included:

  1. Building a lead conversion process verifying all leads, approving the lead to be a customer, then creating an associated opportunity.
  2. Custom-building an opportunity pipeline to measure what business they can expect from each opportunity. Analysis of which opportunities are likely to progress and which are less likely to result in revenue was included.
  3. Enabling Salesforce Mobile for reps to utilize remotely to capture data, and connected the data with a custom object. Data captured now details particular office visit aspects to analyze which aspects are valuable and impacting sales.
  4. Integrating Klaussner’s legacy IBM AS400 system with Salesforce Sales Cloud. That allowed for connecting back-end office data with leads, opportunities, and sales data.
  5. Designing a systematic roll-out process for the reps for each individual part of the system. This included hands-on scenario-based training, combined with homework assignments.
  6. Creating reports and dashboards to provide management with insights into system adoption, customer data, pipeline management, and store visits.
  7. Enabling and modifying Salesforce Chatter to manage the Klaussner’s service needs.

Above all, you want your Salesforce implementation to be done right the first time. Ad Victoriam’s nimble team of more than 70 certified professionals across the country can accelerate your business. We’ll do that by simplifying your complex problems through cloud, integration, and data expertise. In addition, we pride ourselves on forming deep relationships with clients that go beyond the initial project.

If you would like us to design a strategic technical roadmap to streamline your operations, accelerate your sales, and provide your business with a long-term scalable solution tailored to your specific business needs, contact us here, or fill out the quick form below. We can’t wait to talk to you!

 

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