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.

 

Subscribe in a reader

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.

 

Subscribe in a reader

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.

 

Subscribe in a reader