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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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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Effectively Integrating an Automated Quotation Process

Effectively Integrating an Automated Quotation Process

Headquartered in Suwanee, GA, Control Southern has been helping manufacturing plants run better, faster, and smarter through automation and customized valve solutions since 1956. However, Control recently needed a solution of their own. They needed an effective integrated solution between Salesforce Sales Cloud, Salesforce CPQ and their ERP.

Control’s Salesforce Challenge

Control Southern was utilizing Salesforce Sales Cloud in Classic, Excel spreadsheets, and Phoenix Software alongside their ERP, IFS.

When Control used Phoenix to build their quotes, the quotes would sync with their ERP, independent of their Sales Cloud. As a result, their siloed systems required users to touch, reference, and manipulate multiple applications during their quotation process.

Realizing their dilemma, Control decided an automated quotation process that also integrated with their Sales Cloud and ERP would better serve their needs, processes, and customers. Thus the reason why Control turned to Ad Victoriam Solutions (AdVic) and a Salesforce CPQ solution.

In addition, Control wanted to convert from Salesforce Classic to the Salesforce Lightning Experience.

After a careful deep-dive into Controls’ current systems – and a complete understanding of their business and future needs – the AdVic team implemented a nine-point solution.

Salesforce Implementation & Integration Results

Since AdVic’s implementation and integration of Salesforce CPQ, Control’s connected databases and processes have drastically increased productivity through automation. The upgrade eliminated the users’ need to switch to multiple systems during the quote creation.

In addition, effectively integrating Control’s accounts, systems and their products with their ERP has unified their data increasing efficiencies. As a result, custom flows, automation, and minimal clicks have positively impacted their system usability.

Other positive results include:

The new quoting templates and quick action buttons have provided Control with clear, accurate quotes. The templates have also reduced quote related inquiries – increasing customer satisfaction – and has sped up the sales cycle process.

The ability for Control to visually adjust in the quote details, which has increased user-friendliness and, therefore, positively impacted user adoption and system utilization.

Custom filtering and data validation applied prior to data cross-platform sync, combined with approval processes, have increased Control’s data accuracy and integrity.

Want to experience the same kind of results Control Southern did with your Salesforce implementation or integration project?

Contact Ad Victoriam today to learn how our team of problem solvers can help your company seamlessly implement and integrate a custom solution to solve your unique set of challenges. Ad Victoriam treats our clients as partners, not a one-off project. We will dive deep into your business and your challenges to provide an innovative, scalable solution. Reach out to our solution team today.

 

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Why Your Business Needs a CRM

Why Your Business Needs a CRM

From revealing sales opportunities to tracking every single customer interaction, implementing a Customer Relationship Management platform (CRM) positions your business for real growth.

Why is a CRM Important?

At its core, CRM enables your business to deepen relationships with your customers, service users, colleagues, partners, and suppliers. You can see everything in one place. There's a simple, customizable dashboard that can show you your customer’s previous history with you. You will also see the status of their orders, any outstanding customer service issues, and much more.

Think of CRM as a tool that creates a 360° view of your customers.

CRM also helps you find new customers, win their business, and keep them happy by organizing customer and prospect information in a way that helps you build stronger relationships with them and grow your business faster.

CRM is Not Just for Sales Teams

A CRM platform implementation helps the sales team to better understand their sales pipeline. Sales managers can access reliable information about the progress of individual team members. Sales reps can spend more time selling and less time inputting data. Less time, means they’re more productivity!

But other departments in your company will benefit from a CRM, too.

For instance, marketing teams use CRM to make forecasting simpler and more accurate. Sales gets a clear vision of every opportunity or lead through a mapping of the whole customer journey from inquiry through to sale, with a better understanding of the sales pipeline. Marketing can then use that information to create email, social media, and advertising campaigns targeting your company’s leads.

Another department that benefits from a CRM implementation is Customer Service. Those teams can effectively track conversations across multiple channels. Perhaps a customer might raise an issue in one channel – say, Facebook, LinkedIn or Twitter – then Customer Service teams can switch to email, phone or live chat to resolve the issue in private.

Remember, without a common platform for customer interactions, communications can be missed or lost in a sea of information. That leads to an unsatisfactory response to a valued customer.

Additionally - and you may never have thought of this - but your HR department can also benefit from a CRM platform. It enables the team to accelerate recruitment, track employee performance, speed the on-boarding process, analyze resourcing needs, identify skills gaps, and support the staff retention targets.

What Else Can a CRM Do?

A CRM platform can also connect to other business apps that help you to further develop customer relationships. A CRM solution can also integrate with your other business tools, such as an ERP, EHR/EMR, document signing, and accounting and billing. Now, information flows freely, giving you a true 360° view of your customer.

Lastly, today's new generation of CRM platforms goes one step further with built-in intelligence. This automates administrative tasks, like data entry and lead or service case routing, so your teams can free up time for more valuable activities.

These automatically generated insights will help you understand your customers better. They will also predict how customers will feel and act so that you can prepare the right outreach.

Ad Victoriam’s team of consultants can show you how a Salesforce CRM platform implementation can change and grow with your company’s processes. That helps with efficiencies and will have an enormous impact on your company’s bottom line. Let's talk today! Just fill out the form below, or click here.

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MFA for Salesforce Users: How To

MultiFactor Authentication Salesforce

MFA (Multi-factor Authentication) is a security control that requires users to verify their identities by providing multiple pieces of evidence before gaining access to a device or application.

The difference between MFA and 2FA is that two-factor authentication always utilizes two factors to verify the user’s identity. Multi-factor authentication could involve two or more factors to verify the user’s identity. “Multi-factor” just means any number of factors greater than one.

Why is authentication important?
Authentication is important because it enables organizations to keep their networks secure by permitting only authenticated users (or processes) to access its protected resources, which may include computer systems, networks, databases, websites, and other network-based applications or services.

Why MFA or 2FA?

Sometimes MFA/2FA needs to be enabled for Salesforce® user accounts that need to be able to authenticate from multiple devices.

Luckily, it’s easy as long as you plan ahead and save the necessary information when first connecting.

These instructions are for a one-time password generator app, NOT Salesforce Authenticator. The two apps that were used for the screenshots in these instructions were Authy (on iOS, also available for Android) and Authenticator (a Chrome extension). Both are free and readily available, but lots of other options are available as well.

Read on for detailed instructions.

Step 1: Getting Your Key

The following instructions are for Salesforce specifically, but you should be able to follow the same basic process for other applications. The important part is to get the manual code (instead of using the QR code) and making sure you save it.

Once you click Connect, you may have to verify your identity via email or another method. Once that’s done, you should get a screen with a QR Code. Click the “I Can’t Scan the QR Code” link at the bottom of the page.

The next screen will give you your key. This is VERY important. This is your only chance to save this value. Copy it and paste it somewhere safe.

You must record the key when you first sign up for MFA. Once you close the window, there’s no way to get that value back. If this happens, you will have to disconnect/unauthorize the current authentication and generate a new key. Any devices authenticated with the previous key will no longer work and will need to be re-authenticated with the new key.

Go ahead and connect to the authenticator of your choice so you can complete the verification process. Otherwise, the code won’t be validated and you’ll have to start over.

Step 2: Connecting to an Authenticator

For Authy on iOS

Click “Add Account.”

Click “Enter key manually.” at the bottom of the screen so you can use the previously generated key.

Use the previously generated key. (Tip: Text or email the key to yourself, so you can copy and paste it in, instead of trying to enter it manually.)

Give the account a name, and you’re done!

You’re now connected. If you’ve previously connected to an authenticator using the same key on another device, this number should match the number on other devices.

For Authenticator Chrome Extension

Click the pencil...

… then + to add a new account.

Click “Manual Entry” so you can type in the previously generated key.

Enter a descriptive name for the Account and the key.

You’re now connected. If you’ve previously connected to an authenticator using the same key on another device, this number should match the number on other devices.

 

Does your company need help with authentication or to roll out an effective Salesforce implementation? Working with an experienced Salesforce Consulting partner – such as Ad Victoriam with a proven history of success – will help your company harness all of the power that Salesforce offers.

To learn how Ad Victoriam Salesforce Consultants can assure that your new Salesforce implementation will be a smooth success, connect with us here.

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Manufacturers are Turning to Salesforce

Manufacturers are Turning to Salesforce

Do you need to increase efficiencies so that you can out-pace your competition? Do you need more opportunities in your pipeline? Maybe it’s clear, actionable information so that you can make better business decisions? All great reasons manufacturers around the world are turning to the Salesforce® platform to deliver a fully customizable customer experience through every interaction.

What Can the Salesforce Platform Do for Your Business?

Well, how about streamlining your operations, gaining access to real-time actionable data, personalizing your customer’s experiences and driving sales?

Here’s just a snapshot of what manufacturers have experienced from a Salesforce implementation:

Extend Salesforce to Your Channel Partners
Manufacturers can easily collaborate with dealers and distributors on sales, service, and more. Quickly address service inquiries, close more deals, and open more opportunities to grow revenue.

Integration of Your CRM and ERP Systems
Sharing information and providing visibility into both frontend and backend systems increases productivity and simplifies the business process. With CRM and ERP integration, your company can focus more on driving new business based on real-time data and less on manually tracking data in spreadsheets.

Create Powerful Online Buying Experiences
Transform your online purchasing process. Tailor product mixes, pricing agreements, and contracts to customers’ specific needs. Deliver friction-free service and warranty experiences that boost confidence in your products.

Spot Trends to Accelerate Sales
Reports and dashboards give executives, sales leaders, and operations teams real-time insights on lead performance. Slice and dice lead data by customer, geography, source, and products to uncover trends that close deals faster. Identify your hottest leads and accelerate key opportunities to crush sales goals.

The Manufacturer’s Solution

Manufacturers all over the world are working to build closer relationships with their customers. The need for real-time information has never been greater because, in order to build amazing customer relationships, manufacturers need a single and up-to-date view of them. As a Salesforce Platinum Partner™, Ad Victoriam has seen pretty much everything and can make your manufacturing enterprise software run like a well-oiled machine.

Read about one of AdVic’s recent manufacturing success stories here, or watch this webinar to learn more about what the Salesforce platform can do. Then, if you want to know how Ad Victoriam can get to work for you today and help you execute a plan for better manufacturing efficiencies, fill out the brief form below, or click here.

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