Must-Attend Dreamforce 2019 Sessions

Must-Attend Dreamforce 2019 Sessions

Where to go and what to do is on the minds of many people as they plan their trip to Dreamforce. Since planning is key to maximizing your experience, Ad Victoriam’s Salesforce® consultants recently put together some helpful tips for getting the most out of your upcoming Dreamforce 2019 experience. Now, our team has highlighted a few of the must-attend Dreamforce sessions they believe need to make a part of your schedule.

MuleSoft+Salesforce: Integrate to Transform Customer Experiences

Description:
Today, only 36 percent of organizations believe they provide a connected user experience across channels. The reason is the challenges they face in connecting disparate systems. Learn how MuleSoft® + Salesforce provides a more strategic approach to integration and enables a connected B2C experience across service, sales, marketing and more. Hear from Tyler Tanaka on how Pilot Flying J is building connected experiences with MuleSoft and Salesforce.

Speakers:
– Allegra Margolis, Senior Manager, Product Marketing – Salesforce Go To Market – Salesforce
– Tyler Tanaka, Sr. Director Marketing, Pilot Flying J

Unlock the Back Office with MuleSoft and Salesforce

Description:
To take full advantage of your CRM requires building integrations to connect to many back-office systems such as ERP. Join this demo-led session to learn how MuleSoft can help you integrate Salesforce faster and unlock the back office.

Speakers:
– Ryan Hollander, Salesforce
– Christine Ooley, Salesforce

A Practical Guide to Building a Successful API Strategy

Description:
To build API products and participate in the API economy, organizations must take a logical, methodological, and proven approach to the journey. Join this session to learn the four-stage API strategy blueprint that MuleSoft, in partnership with ProgrammableWeb, has developed to help organizations start their API program and win in the API economy.

Speaker:
– Matt McLarty, MuleSoft, a Salesforce Company

 

Schedule Your One-On-One Dreamforce 2019 Meeting with Ad Victoriam
Going to Dreamforce Nov. 19-22 in San Francisco? The Ad Victoriam team will be there in full force, ready to speak with you one-on-one about your specific Salesforce technology needs. Schedule your meeting with us here.

 

Accelerate eCommerce Innovation with MuleSoft and Commerce Cloud

Description:
Delivering a more unified, reliable, and connected commerce experience is more challenging than ever before, with an average eCommerce implementation requiring more than 10+ systems. In this session, discover how major corporations like Watchbox are accelerating their time to market and taking on the integration challenge using MuleSoft + Salesforce Commerce Cloud.

Speaker:
– Allegra Margolis, Senior Manager, Product Marketing – Salesforce Go To Market, Salesforce

“WINNING!” – Salesforce on Salesforce with Einstein Analytics

Description:
Twenty years ago, business leaders saw the power of data analysis and taught themselves Excel. That gave them a competitive advantage over their peers. With the dawn of easy to use Augmented Analytics tools like Einstein Analytics, if you aren’t learning how to use them, someone else is going to beat you! Come see several examples of how a Salesforce Director and Analytics Specialist use analytics on a daily basis to transform the way their organization does business.

Speakers:
– Edward Frey, Senior Director, Salesforce
– Geoff Rothman, Enterprise Analytics & AI Solutions Engineer, Salesforce

That’s just a small taste of session topics at the upcoming Dreamforce 2019. You can search for all of the sessions by clicking here. And remember, Dreamforce has more than 2,700 sessions, which means there’s something for everyone, but a little preparation will go a long way.

The Ad Victoriam team will be at Dreamforce, too. If you would like to meet up to discuss your Salesforce technology needs, email us at CustomerService@AdVictoriamSolutions.com or schedule your meeting now.

 

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Salesforce Einstein Winter ‘20 Enhancements

Salesforce Einstein Winter '20 Enhancements

Ad Victoriam’s consultants have been spending a lot of time interacting with many of the new features in Salesforce’s Winter ’20 Release, including some exciting updates made to Einstein Analytics, which we’re excited to share with you now.

Einstein Forecasting

AdVic Overview: Now get support for Quarterly Forecasting.

Salesforce Description: Do you use a quarterly forecasting schedule? Now use the power of Einstein to improve forecasting accuracy, predict results, and track how sales teams are doing.

Einstein Lead Scoring

AdVic Overview: Ability to control which leads to score.

Salesforce Description: Does your sales team need lead scores for only some leads? Tell Einstein to score only leads that contain certain values in lead fields. For example, if your sales team wants to score only leads from the communications industry, tell Einstein to include only those leads.

Einstein Analytic Lead Scoring

Einstein Automated Contacts

AdVic Overview: See only the contact data you have access to.

Salesforce Description: Opportunity Contact Role suggestions now respect the field-level security from the Contact object. Sales reps without access to contact fields, such as Email, Title, or Phone, no longer see those fields in the Einstein component or list views. Also, reps don’t see contact field values for contact records they don’t have access to. Lastly, when viewing the detail page for Opportunity Contact Role suggestions, contact fields don’t appear. To see the contact fields, navigate to the contact record.

Einstein Article Recommendations

AdVic Overview: Help your agents resolve cases faster.

Salesforce: Description: Einstein Article Recommendations uses data from past cases to identify Knowledge articles that are most likely to help your agents address customer inquiries.

Einstein Analytics Article Recommendations

Einstein Prediction Builder

AdVic Overview: See only the contact data you have access to.

Salesforce Description: Instead of filtering only on absolute field values, you can now filter on the value of one field compared to the value of another field or on a point in time. Make your filter logic more meaningful and relevant to your prediction question.

If you would like an overview of Einstein Analytics and see some of its exciting features in action, watch this video.

Ad Victoriam can help you join the thousands of companies that have implemented Salesforce Einstein Analytics technology to stay competitive. 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.

 

Ad Victoriam also recently highlighted some Winter ‘20 Release upgrades for Salesforce’s Lightning Experience. Read more here.

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Salesforce Consultants Share Dreamforce Tips

Salesforce Consultants Share Dreamforce Tips

As the excitement continues to build for Salesforce’s highly anticipated Dreamforce 2019, Ad Victoriam polled our seasoned Dreamforce-attending veteran consultants for tips on how to make the most of your time there, especially if you are a newbie Trailblazer on your first adventure.

What to Wear/Bring

1. With over 2,700 Dreamforce sessions and workshops, exhibits, and just general running around, you’ll absolutely want to wear comfortable shoes as you take in as much as your time allows. But be sure to pack your dancing shoes, too, for all the fun nighttime festivities.
2. As for what to wear, remember that it may be warm outside, it’s cooler inside in the air conditioning, so bring an extra layer for inside, just in case. Oh, and it has been known to rain in the City by the Bay, so a small umbrella for your backpack could come in handy.
3. Best to pack light. You’re most likely going to need room to carry around all the cool swag you’ll acquire.
4. Speaking of packing light, if you need to bring a laptop, bring a small one, as you’ll do a lot of walking, plus having one with you gives you access to Salesforce and your favorite developer tools to try out some cool things you just learned. And, hey, you may even knock-out a few Trailhead modules, too!
5. Don’t forget you’ll need to power up – a lot! That means remember to pack all the power cords you need for recharging your arsenal of gadgets, including any portable power devices you have, too.

How to Plan Your Days

1. Sign up for your session early, but before you do, ask yourself what your top three goals to learn are and plan your agenda with those goals in mind. And most of all, do not overbook yourself (see No. 2).
2. Pace yourself! Do not try to do it all, you’ll wear yourself out, and quickly! Pick 1-2 sessions a day (ones you REALLY will benefit from), and spend your time in between time networking
3. Don’t forget to leave gaps in your Dreamforce schedule. Doing that will give you enough time to get to your next session. You may need to refuel with a quick snack on your way to that next session or meeting.

How to Network

1. Have fun. Don’t be afraid to approach people with a question or comment.
2. Remember that people attending the same Dreamforce sessions you are most likely to have the same interests you do, so start a conversation. Make a new Trailblazer friend or two and ask him or her before the session what they hope to get out of it.
3. Ask others what sessions they have already attended and what they have gotten out of them.
4. Remember this mantra: Learn. Share, Network.
5. A great place to practice all of the above networking tips you just learned will be the Dreamforce Expo.

The Road to Dreamforce

Lastly, an absolute must-do is making it a point to watch “The Road to Dreamforce.” This is your go-to live broadcast for everything Dreamforce-related. It airs Tuesdays at 11:00 a.m. PT. Each of the 11 episodes will provide a deep dive into topics including Dreamforce programs, top sessions to attend, newbie tips, and more.

However, probably the best piece of advice we can offer is to remember that Dreamforce is an amazing experience and with a little preparation, you can make it even more rewarding.


The Ad Victoriam team will be at Dreamforce, too, so if you would like to meet up, email us at CustomerService@AdVictoriamSolutions.com or schedule your meeting today.

Hope to see you there!

 

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Connect Care with Salesforce Health Cloud

ConnectCare with Salesforce Health Cloud

For the past decade, hospitals and physicians have been transitioning from paper-based to electronic health records (EHR) to connect care. They have done this to expedite the exchange of patient information, with the hope that it will also, somehow, optimize patient revenue streams.

In that time, more than 95 percent of hospitals and nearly 90 percent of office-based physicians have adopted an EHR system, according to the Healthcare Information and Management Systems Society (HIMSS).

Disparate to Interoperability

According to HIMSS’ own analytics, the average hospital has affiliated providers using 16 EHR systems — and many of those are provided by a different vendor. So, with so many disparate systems, interoperability — getting computerized systems and software applications to connect, exchange, and interpret EHR data — is a top priority for the industry.

Connecting these technologies requires seamless integration. In the past couple of years, Salesforce® has made a specific point to build this kind of interoperability within its industry-focused product, Salesforce Health Cloud. Since its inception, this system has been API-based and MuleSoft® technology is integrated to boost its power. The single goal of these capabilities is to streamline the use of Salesforce within the healthcare industry.

Why consider Salesforce Health Cloud to Connect Care?

With Salesforce Health Cloud, caregivers can now focus on patient relationships, not records. Here’s just some of what Health Cloud can do to deliver smart patient care:

  • Easily browse tasks and review all patient conversations. You have the ability to see patients with a clear priority of tasks that need attention. And you do all from the “Today” page.
  • Using “Patient Profiles,” caregivers get a panoramic view of their patients, with rich, contextual EMR data, plus the ability to review a collaborative care timeline for a complete patient history view.
  • Wearable device data is integrated directly into Health Cloud. This makes relevant patient data – such as glucose levels and sleep data – at the ready.
  • View the patients’ professional and personal care networks from a caregiver “team map.” You can then immediately share information with a primary care physician without ever leaving the patient profile. A physician on the patient’s care team can then respond quickly using any device.
  • Using Salesforce Communities, caregivers can communicate easily with patients. Send secure messages, pre- and post-visit surveys, and appointment reminders to their mobile devices. And using SOS with a two-way video chat, patients can ask questions and describe symptoms in real-time.

Looking to transform your hospital or private medical practice’s disparate technology into an interoperable solution that will not only optimize your revenue streams but enhance your interaction with you? Ad Victoriam’s Salesforce Healthcare Consultants can identify your needs and implement a long-term scalable solution custom-fit to your specific needs. Connect with us now, here, or fill out the brief form below.

And if you happen to be a payer interested in learning how Salesforce’s Health Cloud can unlock and connect your data in one coordinated view, watch this recent Ad Victoriam webinar.

 

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Lightning Strikes in the Salesforce Winter ’20 Release

Lightning Strikes in the Salesforce Winter '20 Release

Excitement spreads through Ad Victoriam when Salesforce releases new features! The Winter ’20 Release has numerous advances for its Lightning Experience, ones we can’t wait to dive into.

Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share a few of the best new Lightning Winter ’20 Release features for a mix of skill sets – from End User to Senior Admin.

Access the Recycle Bin in Lightning Experience

AdVic Overview: To access the Recycle Bin you no longer have to switch to Salesforce Classic.

Salesforce Description: Access the Recycle Bin by selecting it in the App Launcher under All Items or personalizing your navigation bar. Or add the Recycle Bin tab for your org in the Lightning App Builder.

View Records by Topic on the Topic Detail Page

AdVic Overview: See all records with the same topic in one convenient list.

Salesforce Description: Click a topic from wherever you’re working to get to its detail page and view the records on the Related tab (see image below).

View Records by Topic on the Topic Detail Page

 

Navigate Directly to an App

AdVic Overview: Not only can you now navigate directly to an app, but you can construct app-specific links for bookmarking and sharing.

Salesforce Overview: Simply open an app in a new tab from the App Launcher and get an app’s URL. To construct an app-specific link for bookmarking or sharing, right-click the app from the App Launcher and copy its URL. Then, add the app context to the end of the URL. For example, to construct a link to an object record’s page in the app using the appDeveloperName, use this URL pattern: /lightning/app/standard__LightningSales/o/Case/home.

New Undo Link on the Delete Record Toast

AdVic Overview: Change your mind when deleting a record? You can now undo your deletion without going to the Recycle Bin.

Salesforce Description: Delete a record. Click the Undo link in the toast message at the top of your browser window (see image below).

New Undo Link on the Delete Record Toast

Lightning Scheduler: Multi-Resource and Concurrent Scheduling

AdVic Overview: Appointment scheduling just got a whole lot easier and efficient for several often-used scenarios.

Salesforce Description: Create a group of professionals for customer appointments with multi-resource scheduling, and optimize scheduling efficiency with concurrent scheduling.


To implement or migrate to Salesforce Lightning Experience, you need a partner with extensive knowledge, depth of experience, and proven customer success. Possessing those qualities are what earned Ad Victoriam our Salesforce Lightning Masters designation, and only a select few Salesforce Partners can say that. Let’s help you figure out your needs now!

 

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Champions Retreat 2019: Making the Pledge

Champions Retreat 2019: Making the Pledge

With all of the change in the air right now, from the Global Climate Strike to the Business Roundtable’s commitment to a new Statement of Purpose for corporations, the priority of the stakeholder over the shareholder has never been greater. At this year’s Champions Retreat in Los Angeles, the annual gathering of North American B Corps, over 700 attendees channeled the energy of the times to build on this momentum.

The Daily Agenda

For Ad Victoriam, the conference started on Monday, September 16, with the B Local Summit.

AdVic’s Director of Culture and the Chair of B Local Georgia, Nathan Stuck, spent the day with B Local leaders and community organizers from across the country. They shared strategies to build local organizations and the B Corp movement as a whole. From the more established chapters like Portland to the newer chapters like B Corp Local in Georgia, discussions centered on synergies and opportunities for collaboration.

After an incredible opening reception on Monday evening, the conference kicked into full swing on Tuesday. With a focus on building a regenerative and inclusive economy, attendees heard from Patagonia CEO Rose Marcurio, who spoke on the need for B Corps, and businesses in general, to lead by example and not accept “business as usual.” Breakout sessions focused on networking and creating a more inclusive economy, one that works for everyone.

On Wednesday morning, Ad Victoriam’s Stuck was elated to be called on stage to receive a Collective Action award with other B Local leaders from across the country. The award recognizes significant efforts to lead the movement, raise awareness, and promote growth.

B Local Leaders celebrating their Collective Action award on the main stage.
B Local Leaders celebrating their Collective Action award on the main stage.

Later on Wednesday, attendees were treated to an incredible session with Bart Houlahan, co-founder of B Lab, and Deval Patrick, former governor of Massachusetts and the newest B Lab board member. There was also an incredible breakout session focused on recertification, which AdVic will have to start working on in mid-2020.

Bart Houlahan and Deval Patrick.
Bart Houlahan and Deval Patrick.

Making the Pledge

AdVic’s proudest moment of the Champions Retreat was taking the Pledge to Build the B Economy from Within. With this signature, we pledged to:

Support the B Corp community
– Speed up the building of an inclusive and sustainable economy
– Truly use business as a force for good
– Share knowledge with our fellow B Corps
– Align our purchases with our values
– Consider B Corps first when making decisions
– Promoting B Corps to our employees and networks

Ad Victoriam’s Nathan Stuck signing the pledge.
Ad Victoriam’s Nathan Stuck signing the pledge.

This trek to Los Angeles was an intense three days of meeting some of the most inspiring people. These people are being the change they want to see in the world. We can hardly wait until 2020’s Champions Retreat!

But until then, we are committed to advancing to the next level. We’re striving to ensure that purpose is intertwined with profit and businesses to serve both our employees and communities.


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.

So, would you 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. If you have any questions, contact us here.

 

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Outsourcing My Salesforce Implementation

Outsourcing My Salesforce Implementation

Here’s a question that might be keeping you up at night: Do I need to outsource my Salesforce® implementation?

And while there is no simple answer to that question, as a decision to outsource can be a strategic and tactical choice, the answer will most certainly be based on your own company’s internal structure, talent, and needs.

Outsourcing Considerations

Perhaps you are looking to reduce and control your operating expenses, improve company focus, gain access to expertise, or free internal resources for other purposes. And it may also be that the experienced resources within your company are hard to find or are just not available.

If, in the end, you decide that outsourcing your Salesforce implementation makes sense, the next – and most important question is, what should you be looking for in a Salesforce implementation partner?

Finding the Right Salesforce Consultant

So, your company has made its decision. It is ready to outsource a new Salesforce implementation or new integration to a certified Salesforce partner. How do you begin your search so that you find the “right fit” partner?

Finding that experienced partner doesn’t have to be the chore it may sound like if you set your sights on finding a Salesforce partner with qualifications in these four key areas:

Skill Set

Look for a certified team with expertise in custom development, integrations, system automation, data governance, reporting, and more – to implement any feature or functionality your company needs. You also want to feel confident that your team can be trained in best practice techniques by the partner so that you can become self-reliant with your Salesforce instance in the future.

Experience

While it may be true that members of your team have some Salesforce experience, and even have some Salesforce certifications to show, you want to find a partner with a wide range of industry and cloud computing experience and the intellectual toolbox to offer alternative perspectives proven to drive success metrics so you achieve more.

Accessibility

Find a partner – your consulting team – that is always available to support your needs, making it an awesome customer experience for you and one that also includes unique solutions. Remember, your project doesn’t stop because somebody goes on vacation.

Communication

It is vital that you and your partner agree on a level of communication out-of-the-gate so that nothing slips between the cracks since the bulk of the work is often being conducted outside your office. Insist on weekly scheduled calls and reports along with demos to keep you abreast of each milestone. You must know exactly how your project is progressing – you don’t want any surprises.


At Ad Victoriam Solutions, our team of experienced Salesforce consultants checks all the boxes outlined above… and more. Don’t take our word for it. Let our clients tell the story of our success. And when you’re ready to outsource your Salesforce implementation or new integration, we’re ready to speak with you today.

Here are just a few of the things our clients have said about working with Ad Victoriam:

“We could not have implemented Salesforce® without the help of Ad Victoriam Solutions. They are extremely responsive, knowledgeable and easy to work with. We will be working with them exclusively as we tailor our system to best fit our business model. Ad Victoriam Solutions is truly a first-class organization.”

Jeff D.
Environmental Services


“Being new to learning the Salesforce® software, Ad Victoriam Solutions is outstanding and goes above and beyond. Any question I have, they answer it and are more than happy to walk through the process. They are very responsive, professional and are always able to get what I need back in a timely manner. I can’t say enough good things about them!”

Nikole Brucker
FactorTrust

Read more of our client reviews here.

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Why Business Users Love Salesforce Lightning

Why Business Users Love Salesforce Lightning

Truth be told, Salesforce® really built Lightning Experience for everyone, and that includes business users.

Whether you’re in Sales or Service, Lightning Experience helps Salesforce business users soar to the highest levels of productivity, with features like Kanban, Path and Guidance, Opportunity Workspace, Split View, mass inline edit in List View, Keyboard Shortcuts, Lightning Console Apps, and so much more.

Let’s take a look at a few of those features to see why so many business users are making the move to Salesforce Lightning Experience.

Kanban

Display records visually by switching to Kanban view on almost any List View. So any pipeline or organization workflow works. Drag records from one column to another. Easily edit or delete records directly from the Kanban view. Whether your teams are organizing opportunities, leads, contracts, campaigns, or custom objects like candidates in a hiring pipeline, you can use Kanban to sort and segment effortlessly.

With List View, you can seamlessly create and edit custom List Views to quickly find relevant data. See data faster with more intuitive List Views, and search on-the-fly for a specific List View. Visualize data with handy List View charts, or apply filters to slice the data as needed.

Salesforce Lightning Kanban
Example of Kanban All Opportunities List View

Einstein Search

Search in Lightning Experience just got a whole lot better. Get top results and records faster with Einstein Search. Find external content without ever leaving Salesforce. And with the latest capabilities like Typeahead, Pre-scoping, Spell Correction, and more, Lightning users are experiencing improved search performance by 30 percent.

With Typeahead, Salesforce knows what you’re searching for even before you’re done typing. Skip the search results page, and arrive at the right result, using only the first few characters typed. With Spell Correction, we’ll automatically fetch the spelling-corrected results — regardless of the occasional misspellings. And if you already know the type of information that you want, such as the cases that your service agents are working on, you can limit your search to a single object — to pare down results and get exactly what you need.

Lightning Dialer

Use phone features without ever leaving Salesforce. Make and receive calls, add notes, and log call information with ease — right where you work.

And you can also save time and effort by pre-recording voicemail messages with the latest Voicemail Drop-in Lightning Dialer. With one click, you can quickly leave one voicemail for a whole list of similar prospects. Simply record a message that you can “drop” on the list, and move on to the next call, saving time and effort.

Salesforce Stat: Because of features like Lightning Dialer, Lightning users are seeing 23 percent higher outbound call volume over Classic.

Integrated Email

You can send email from anywhere in Lightning Experience by adding the Send Email action to any activity-enabled object, including custom objects. Expand your email composer while writing an email; a larger screen makes it easier to see what you’re writing. And, feel free to navigate to another screen without fear. You won’t lose your email.

Now you can easily relate emails to multiple contacts, leads, and users, and to a single opportunity, campaign, case, account or person account.

Also, experience the power of Salesforce Lightning CRM right in Gmail. Lightning for Gmail is a brand-new, native integration between Salesforce CRM and Gmail that lets you see all of the contextual records related to each email, brings new apps into the Gmail side panel, and more. It’s the power of Lightning, now in Gmail.

Breeze through your daily correspondence. Whether it’s writing to prospects or customers, you can craft emails quicker with Lightning email templates. When you’re ready to send an email, pull up the template in Lightning for Gmail, and tweak the content as needed. You can even use Merge fields to include Salesforce record details.


Related:
Watch the on-demand webinar and demo on what to do before you switch to Salesforce Lightning.


Split View

Reps and agents can maintain context and visibility to a list while viewing a record in Split View (see example image below). Now users can work even more quickly with Split View, with a collapsible pane that keeps the List Views you need close at hand.

It’s great for call blitzes or servicing multiple cases. Split View is particularly useful for Inside Sales teams working a setlist of leads or follow-ups. It allows you to easily pullback in the List View without losing context to the records you are working.

Salesforce Lightning Split View

Salesforce Stat: Because of features like Split View, Lightning users are seeing a 23 percent improvement in time to close over Classic.

Path and Guidance

Path in Lightning Experience makes it easy for you to see the next steps to keep deals moving forward. Be guided along the steps of a process, such as working a fresh lead to successfully converting it to an opportunity. At each step, help your team succeed with step-specific Guidance and resources.

Now Path is available across nearly every object. For example, we’ve added Path to contracts and orders to visually highlight key fields and provide users with helpful links, policy information, and tips at each step. So it’s no longer just about guided selling.

Salesforce Stat: Because of features like Path and Guidance, Lightning users are seeing 22 percent higher conversion rates over Classic.

As we said earlier, Salesforce Lightning Experience was made for everyone, not just business users, and Ad Victoriam’s certified Salesforce consultants are anxious to help you upgrade to Lightning, or start from scratch with a brand new implementation. Reach us quickly by filling out the form below, or click here.

 

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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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