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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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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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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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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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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