7 Top Salesforce Summer ‘20 Release Highlights

7 Salesforce Summer '20 Release Highlights

To help get you ready for the Summer ‘20 Release, Ad Victoriam’s team of certified consultants have once again poured through the latest Salesforce innovations across mobile, industry solutions, content management, AI, and more to highlight seven of the standout new features.

1. Trigger a Flow That Performs Actions After a Record Is Saved

AdVic Note: This allows Admins to bypass the need for a Process Builder that is only being utilized for triggering a Flow. This should help simplify some automation, by allowing more use cases of people migrating away from Workflow Rules.

Salesforce Overview: Creating or updating a record can now trigger a flow that performs actions such as sending an email after the changes are saved to the database. Use record-changed flows to perform after-save actions and make before-save updates. You can replace most of your workflows and record-change processes that you created in Process Builder.

2. Run Flows That Bypass User Permissions

AdVic Note: This allows Admins to control what is done in a Flow, without necessarily giving the User more permission outside of the context of the Flow. This should help with making Flows easier to deploy and less impactful to sharing/security rules in the system.

Salesforce Overview: Allow guest users to create or edit records they don’t have direct access to by setting your flow to run in the system context without sharing. Flows running with this setting ignore object-level security, field-level security, org-wide default settings, role hierarchies, sharing rules, manual sharing, teams, and territories.

Save the Flow - Salesforce 2020 Summer Release

3. Better Manage Your Community Pages

AdVic Note: This will allow Admins to have a better experience when managing a Community. It will be easier to see the different pages being utilized and how they can customize them.

Salesforce Overview: The improved Community Pages Menu makes it easier to navigate to and edit your pages. Search for a page to see the folder where a page lives and select and edit the page directly from the search results.

4. Determine Agent Capacity Based on Work Item Status

AdVic Note: Admins can now set up assignments to be more dynamic and take into account status-based capacity for omnichannel. This will allow for a better implementation of Omnichannel.

Salesforce Overview: Measure agent capacity more accurately. Omni-Channel can now determine agent capacity based on the status of accepted work rather than the previous method of open tabs. If agents are unavailable, their work remains assigned, and reflected in their capacity, until the work is completed or reassigned.

Omni-Channel Setting - Salesforce 2020 Summer Release

5. Show Extended Record and Polymorphic Relationships with the Related Record Component

AdVic Note: This is a great way to bring in more information to a page, and it now allows us to go another level deeper on the lookup relationship making it even more powerful!

Salesforce Overview: Now your agents can look up more information with fewer clicks. Agents can use the updated Related Record component to look up two levels of record relationships to get more context for their customers.

6. Debug More Flows Faster

AdVic Note: Improves the debugging ability of Flow by allowing you to select a record and for you to rollback changes to the database so that you can continue to test with that same record.

Salesforce Overview: When you debug an auto-launched flow that saves changes to the database such as create records; you don’t have to revert those changes manually anymore. In Flow Builder, use rollback mode and let it save you the hassle. You can now use the debug option in Flow Builder for schedule-triggered flows. And the debug option includes the Lookup screen component so that you can set record variables more easily.

Debug the Flow - Salesforce 2020 Summer Release

7. Break Up Your Record Details with Dynamic Forms

AdVic Note: This feature will give admins greater flexibility when customizing record pages allowing for an improved user interface experience.

Salesforce Overview: Dynamic Forms is the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.

If you need help implementing any of the Summer ’20 Releases, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just click here.

 

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YANMAR Returns for a MuleSoft Integration

YANMAR Returns for a MuleSoft Integration

The YANMAR America and Ad Victoriam partnership dates back to May 2017. YANMAR is a recognized leader in the design and manufacturing of diesel engines and diesel-powered equipment. They were referred to AdVic for their solution directly by Salesforce®.

At the time, YANMAR Business Systems Manager, Brian Williams explained, “We were very guarded against repeating our previous Salesforce failures. We shared these past developments and adoption challenges with Salesforce, and asked that they provide us a partner with a strong skill-set, reputation, and experience in our industry - which is why we were referred to AdVic.”

Initial Project Recap

Learn why AdVic's initial project with YANMAR was not just a one-off project.

Most Recent Project

For YANMAR’s most recent project with the AdVic team, the focus was a MuleSoft® API integration that helped pass Salesforce information to their internal systems. It was centered around creating a Salesforce Community, whereby YANMAR’s distributors and dealers would have the ability to log in to the Community and perform some of their most important processes that were previously done manually. Those new processing abilities include:

  1. The ability to create various types of orders online catering to all of YANMAR’s divisions. This introduced convenience to the customer, visibility on status, and improved processing speed.
  2. The ability to submit a RePower quote request. Both the process itself and research needed along the way was extremely tedious and time-consuming. AdVic used systems to automate both the process and most areas of "research." Once a dealer submits a request through the new community, they have already completed many of the steps that were once manually handled internally.
  3. The ability for their dealers to more easily process/submit/track rebate requests and issued payments on products. This was previously a labor-intensive, manual process. The rebate solution was one of the most important elements of this project for YANMAR Being able to effectively manage and process earned rebates is vital to servicing their dealers and keeping them satisfied.
  4. Implementing a marketing budgeting solution for Marketing Co-Op, where YANMAR dealers can submit pre-approvals and claims on their allocated marketing budgets for better management, as well as payment reporting.
  5. Enhanced YANMAR’s Case submission process by giving their dealers the ability to log in to the Community and submit different types of cases based on their needs with case deflection via the company’s shared Knowledge database. Dealers then receive quick resolutions and answers to keep their business moving forward.

The Benefits

Previously, YANMAR’s distributors would have to handle their processes through emails, faxes, spreadsheets, and phone calls. But now, YANMAR's new Salesforce Partner Community, YANMAR/One, provides its distributors and dealers with self-service capabilities. This has reduced paperwork and streamlined communications expediting case resolution.

There are even areas within the Community where dealers can actively comment on Cases and receive notifications from their YANMAR rep. This allowed the internal rep and dealer to have a conversation directly in the Community. That is helpful when there is a need for specific questions, as opposed to utilizing a phone or an email. It also makes it easier to find historic tracking of conversations.

"This project has been 18 months in the making," YANMAR's Business Process Improvement Manager and project lead Delaney Langston comments. "It would not have been possible without the help of my colleagues at YANMAR America and our consultant, Ad Victoriam Solutions."

Are you looking for a Salesforce consultant? One who is not just interested in building your next project but wants to build your business for future success? The Ad Victoriam team is ready to start your project today. Reach us here.

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Ad Victoriam Named One of America’s Fastest-Growing Companies

Inc. magazine names Ad Victoriam Solutions to its 2019 Inc. 5000 list.

Inc. magazine has named Ad Victoriam Solutions to its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

“As a Salesforce Platinum Partner and MuleSoft Partner who provides mission-critical consulting services, from strategy to implementation, Ad Victoriam is delighted to be recognized by Inc. for our growth,” said founder, Jeff Jones. “We’re honored to see our results validated by Inc. magazine’s annual award.”

This is the second recognition of Ad Victoriam’s business acumen in the span of three months, as we were recently named a Top Business Services Company by Clutch.

How AdVic Made the Inc. 5000

Not only have the companies on the 2019 Inc. 5000 been very competitive within their markets, but the list as a whole shows compelling growth when compared with prior lists. The 2019 Inc. 5000 achieved a three-year average growth of 454 percent, and a median rate of 157 percent. The Inc. 5000’s aggregate revenue was $237.7 billion in 2018, accounting for 1,216,308 jobs over the past three years.

“The companies on this year’s Inc. 5000 have followed so many different paths to success,” says Inc. editor in chief James Ledbetter. “There’s no single course you can follow or investment you can take that will guarantee this kind of spectacular growth. But what they have in common is persistence and seizing opportunities.”

The Inc. 5000 Methodology

The 2019 Inc. 5000 is ranked according to percentage revenue growth when comparing 2015 and 2018. To qualify, companies such as Ad Victoriam must have been founded and generating revenue by March 31, 2015. They had to be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2018. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2015 is $100,000; the minimum for 2018 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue.

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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