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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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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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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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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AdVic Named a Top Business Services Company

Cluch Awards Ad Victoriam Top Business Services

Ad Victoriam Solutions has been named a Top Business Services Company in Georgia for 2019 by Clutch. A Washington D.C.-based B2B market research firm, Clutch connects service providers with buyers through data and verified research.

The Clutch Criteria

Clutch awarded AdVic a 4.8/5.0 Top Business Services Company in Georgia rating after conducting numerous in-depth phone interviews with our clients to learn about the Salesforce® Consulting services we provide, the results we were able to achieve, and their overall experience in working with us.

And while Clutch’s rating process is centered around client reviews, AdVic was also evaluated on a holistic set of criteria, including types of clientele, our work portfolio, and our work experience.

Here’s an example of the reviews AdVic received from Clutch’s interviews:

 

 

“We’re very excited to be featured so highly across Clutch,” remarks Ad Victoriam Solutions founder, Jeff Jones. “This designation is a testament to our innovative work, continuous expansion, and dedication to our Client’s success. We look forward to connecting with new businesses in Georgia and beyond.”

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

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

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