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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Platform Growth Drives Personalization and Customer Satisfaction

Customer Success: Platform Growth Drives Personalization and Customer Satisfaction

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

AVS’ Solution

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

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

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

Steps to a Successful Platform Implementation

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

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

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

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

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

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

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


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

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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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