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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Finding the Right Salesforce Implementation Partner

Finding the Right Salesforce Implementation Partner

Klaussner Furniture Industries began their Salesforce implementation process with another partner but was unhappy with their progress.

Klaussner, one of the nation’s largest makers of home furniture, then turned to Ad Victoriam Solutions. Our proven industry knowledge and project experience provided them with a long-term scalable solution for their specific business needs.

Klaussner’s Business Challenge

Since Klaussner has nationally-based representatives, their processes were disjointed and difficult for them to manage. Their representatives were tracking their opportunity pipeline using an Excel spreadsheet fed into their IBM AS/400 legacy system.

The solution Klaussner desired was one central system to manage their teams with consistency in reporting to gain insight into sales performance.

Ad Victoriam’s Salesforce Solution

After a deep dive into their business, a technical roadmap was created. To successfully meet Klaussner’s goals, the Ad Victoriam consulting team implemented Salesforce Sales Cloud in the Lightning Experience and a Mobile solution that included:

  1. Building a lead conversion process verifying all leads, approving the lead to be a customer, then creating an associated opportunity.
  2. Custom-building an opportunity pipeline to measure what business they can expect from each opportunity. Analysis of which opportunities are likely to progress and which are less likely to result in revenue was included.
  3. Enabling Salesforce Mobile for reps to utilize remotely to capture data, and connected the data with a custom object. Data captured now details particular office visit aspects to analyze which aspects are valuable and impacting sales.
  4. Integrating Klaussner’s legacy IBM AS400 system with Salesforce Sales Cloud. That allowed for connecting back-end office data with leads, opportunities, and sales data.
  5. Designing a systematic roll-out process for the reps for each individual part of the system. This included hands-on scenario-based training, combined with homework assignments.
  6. Creating reports and dashboards to provide management with insights into system adoption, customer data, pipeline management, and store visits.
  7. Enabling and modifying Salesforce Chatter to manage the Klaussner’s service needs.

Above all, you want your Salesforce implementation to be done right the first time. Ad Victoriam’s nimble team of more than 70 certified professionals across the country can accelerate your business. We’ll do that by simplifying your complex problems through cloud, integration, and data expertise. In addition, we pride ourselves on forming deep relationships with clients that go beyond the initial project.

If you would like us to design a strategic technical roadmap to streamline your operations, accelerate your sales, and provide your business with a long-term scalable solution tailored to your specific business needs, contact us here, or fill out the quick form below. We can’t wait to talk to you!

 

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Effectively Integrating an Automated Quotation Process

Effectively Integrating an Automated Quotation Process

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

Control’s Salesforce Challenge

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

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

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

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

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

Salesforce Implementation & Integration Results

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

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

Other positive results include:

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

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

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

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

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

 

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Productivity Accelerated Using Multi-System Integration

Salesforce Multi System Integration Image

PRODUCTIVITY ACCELERATED WITH A

MULTI-SYSTEM INTEGRATION

Real challenges demand real solutions. That was the quandary the Client was in when they turned to Ad Victoriam (AdVic) for their multi-system integration solution.

The Client is recognized as one of the largest authorized agents for Verizon Wireless. Their nationwide operation employs more than 5,000 employees in 700-plus stores. Their commitment to the communities and people they serve is what they feel sets them apart, and they attribute their success to customer satisfaction.

The Challenge: The Client realized that their disconnected sales and service systems could no longer support their fast-paced growth. They were using an outdated Excel method to manage their sales and service data, alongside RingCentral, the system that managed their calls. It was becoming painfully apparent that they needed an integrated system. They needed a system that detailed and related their operational data to enable its management to drive the business in today’s fast-paced competitive world, based on comprehensive data.

The Salesforce Integration Solution

After extensive analysis, AdVic put in place a multi-system solution that included implementing and integrating Sales and Service Clouds with RingCentral CTI and the Client's existing ERP to provide in-depth insights not previously experienced. In addition, AdVic utilized both Sales and Service Consoles to present the data in an easy to view tab formation to accelerate productivity and visibility into prospect and customer records.

Further, a RingCentral CTI integration synced call/text activities into a custom built Salesforce object and used routing tools to funnel callers to the appropriate team member based on data in their record. To further drive customer satisfaction and prospects to close, the callers record now pops up putting the data at the agents’ fingertips as the phone rings. Since the Client needed this same functionality available to their field-based reps, AdVic also deployed CTI functionality for mobile, increasing the velocity of sales and support services even while the reps were on the road.

To round out the project and deliver maximum benefit, the AdVic team built easy-access dashboards, backed by custom reports, to empower management as they target areas for improvement, and drive productivity, sales, and customer support services.

Integrating your systems helps you gain access to transformative data that drives sales performance. Find out more, register for our upcoming 20-minute webinar filled with information and a live demo.

Integration Solution Snap Shot

Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Mobile

Lightning UI
CTI 

Back Office 

Salesforce Increases Productivity by 20%

Salesforce Implementation Increases Productivity

One way to make travel wishes a reality is through the purchasing of timeshares, which allow people to own a share of a unit within a vacation resort. A leading travel company in the timeshare space, has delivered memorable experiences for more than 30 years. They have a strong platform for resort network growth and product flexibility for vacation owners. Behind the scenes, though, the company was struggling with backroom efficiencies and they reached out to Ad Victoriam Solutions (AVS) to right their ship.

The Business Challenge

The Client relies heavily on their representatives effectively working inbound and outbound calls to create opportunities, schedule tours/reservations, and manage their timeshare owner needs at their four call centers. After a thorough analysis of their needs, AVS concluded that the functionality offered in Salesforce.com and Salesforce Lightning would effectively support the Clients' more than 1,200 users.

The Salesforce Solution

AVS migrated the Clients’ org from their legacy platform to Salesforce Sales and Service Cloud in Lightning, and then integrated it with their three CTI (Computer Telephony Integration) solutions. This solution had a profound impact. It reduced their service workforce by 20 percent, reassigned two data specialist positions, and decreased opportunity and customer attrition.

Customer Service Salesforce

How we Did It

The AVS team reduced the Client’s three-step service process to a one-step solution by migrating their custom objects to their new org. This, along with the Lightning enabled Kanban views and in-line editing significantly improved ease of use and productivity.

There’s more. The integration of the Client’s CTI solutions enabled automated retrieval of callers’ records when the phone rings, during outbound click-to-dial, and it ensured do-not-call list compliance. AVS also replicated of one CTI solutions’ functionality in another helping the Client avoid an excess of $100,000 in new licensing fees.

Not quite don’t yet, the AVS team exported, updated and migrated more than 2,000 reports into the client’s new Lightning interface creating unified dashboards. This migration empowers management with visible depictions of company insights, leaving AVS with, yet, another customer now working more efficiently and concentrating on their bottom line.

Want to learn how Salesforce can help your organization work more efficiently? Contact us to explore your options, get in touch today or email CustomerService@AdVictoriamSolutions.com.

 

Related Information: 

Why Companies are Switching to Salesforce Lightning (Video)

Salesforce Lightning: Top Productivity Features (Blog Article)

 

 

Salesforce Lightning: Top Productivity Features

Salesforce Lightning Productivity Enhancers-min

Productivity is important to all businesses, especially those with limited human and financial resources. Here are a ton of Salesforce Lightning features that propel productivity. Let’s get right to it!

Make Your Homepage More Actionable

  1. Rich text areas provide a place for admins to quickly and easily share information with their end users.
  2. Approval items keeps its functionality from classic, but gives it a facelift.
  3. Embed the dashboards and charts from Lightning and Einstein Analytics right on the home page! Bring the whole dashboard or a specific report charts so you’re only showing critical data.
  4. A new Lightning feature, Key Deals, serves up a sales person’s most important opportunities so your busy sales people can quickly get to what they care about.
  5. Chatter still has its own tab in Lightning, but it can now be embedded on the homepage for quick access.
  6. Most productive feature, is the new Assistant homepage component which searches through Salesforce to find overdue or ignored activities and opportunities so your sales person never loses track of a deal again.

Check out a visual representation of the features listed above in this homepage:

Salesforce Lightning Home page

There are so many fun things to do with your homepage! Components are available on the AppExchange, can be custom built, and more become available with every release. That said, try not to cram too much on the page, make sure you have the most important items that help guide your users to what they need to get done.

Streamline Your Salesforce Lightning Records

  • Choose any pick list on any object to easily show users where they are along a process by using Path functionality.
  • Finding duplicates has never been easier. Potential duplicates show up on records so the data problems can be fixed on the spot by the users.
  • The out of the box News feature lets your reps keep up to date on the latest activities for their accounts, leads, and contacts.
  • Tabs allow you to prioritize the content on the screen and logically organize your data.
  • Related lists are now more robust, including viewing a single related list in a section or using an accordion style display to save real estate on the page.
  • Related Records makes an admins life easier. Instead of replicating data from a parent record through formulas, they can use a quick action to easily show key information.
  • Best of all, the page layout can change based on a profile, record type, or even data points. Lightning allows page variations so you can see exactly what you need, when you need it.

Related Lists

Salesforce Lightning Related Lists

Custom Opportunity Page Layout

Salesforce Lightning Opportunity Page Variation_Report Chart

And, there’s more! Similar to home pages, you can embed report charts, list views, flows, components / visualforce into your record page. This automation enhancement makes users able to complete their job in once place.

View More with the New Robust Task Tab

Cool new Task Tab removes viewing restrictions for tasks. You’re no longer limited to using a record, report, or the classic homepage component. The Task Tab also allows you to build custom views.

Salesforce Lightning Tasks Tab

Too many Lightning productivity boosting features and functions to mention here. Want to know more about how your company can benefit from Lightning? Watch a 20-minute recorded webinar where we demonstrate productivity examples that are convincing people to switch. 

Salesforce Lighting Webinar_

 

 

Related Articles on Salesforce Lightning: 

Why Business Leaders are Switching to Lightning

Salesforce Lightning: What to Do Before you Switch

 

Salesforce Lightning: What to do Before You Switch

On Button Salesforce Lightning

Our three-part Lightning Experience series continues with things to consider before you push the switch button. In part-one, we shared four reasons why switching makes sense for growing businesses. Now that you are thinking about switching, there are things you need to consider before your push that button.

Find Out if You're Ready for Salesforce Lightning

Best way to find out if your organization is ready, is to take the Lightning Experience Readiness Assessment. You’ll receive a personalized report that details what needs to be done to prepare for the change. It may indicate that your Salesforce platform is ready for the Lightning Experience or that there is work to be done prior to launching Lightning for your users. We can review your report with you to help guide you on next steps.

To run the report: <Set Up>, click in the <Lightning Experience Migration Assistant>, click <Check Readiness> tab, click <Check Readiness> and follow the prompts. Your report will be sent to your inbox within a few minutes.

Salesforce Lightning Readiness

Make a Salesforce Lightning Migration Plan 

The results of your Lightning Readiness Plan provides you (and/or your Salesforce partner) with baseline information to develop a strategic Salesforce Lightning migration plan. Your partner then conducts an in-depth discovery of your system and business objectives. As a result, they develop a detailed technical roadmap enabling them to deliver the solution your business needs to reach its goals.

Create a User Adoption Strategy

Switching to the Lightning Experience is a great way to increase and refresh Salesforce engagement. Treat your switch to Lightning as a “new” launch of your Salesforce platform. Here are 6 unique cool ideas for generating excitement. After reviewing, create your new adoption roll out plan and then work your plan. Be sure to make adjustments based on how well users are adopting Salesforce Lightning.

Want to Know More?

Want to know more about how your company can benefit from Lightning? Watch a 20-minute recorded webinar where we demonstrate productivity examples that will help you decide if switching is right for your business. 

Salesforce Lighting Webinar_

 

Related Salesforce Lightning Articles:

Why Business Leaders are Switching to Lightning

Salesforce Lightning: Top Productivity Features

 

Why Business Leaders are Switching to Lightning

Salesforce Lightning over skyscraper (1)

There’s a lot of excitement (and questions) around switching to Salesforce Lightning from Classic. Is switching to Lightning worth your time and resources? This is the first of three articles we’ve written as part of our Lightning Experience series to help you decide and prepare. Let’s get started with four reasons why switching to the Lightning Experience may be right for your business.

Reason 1
New Salesforce Functionalities are Primarily in Lightning

Salesforce releases new features and functions three times per year. While Salesforce does continue to provide updates to its Classic version, each release is chock full of exciting new functionality options for the Lightning Experience, many of which are not available in Classic. Two productivity features examples that are only available in Lightning:

  • Start your day with an intelligent home page. The new fully customizable “Assistant” functionality provides a quick, but in-depth, view of what’s trending in your business. The Assistant provides the metrics that are important to you so you can stay focused and quickly move your business forward.
  • If your team struggles with process consistency, the new “Path” feature will be a winner for you. It enables Salesforce to guide your team through a particular business process, from lead entry to a sale – or any process that is important to your business.

Reason 2
Content, Webinars & Trailheads will focus on Lightning

The greatest Salesforce attribute is that it continually evolves to deliver more features and more functions so businesses reach their goals. With their future focus on supporting the evolution of the Lightning Experience for customers, those who don’t switch will surely miss out on the potential Salesforce affords.

Salesforce Lightning Mobile

Reason Three
The ​Lightning Experience in Salesforce Mobile

Not much to say about this reason, except for… new easy user interface for your team = awesome!

Reason Four
Flexible Lightning Interface Improves User Adoption

  • Add Rich Text to Lightning Pages to provide and highlight helpful information and training tips to your end users.
  • Leverage the Tab and Accordion components to present the most relevant information to your users, while hiding the ‘noise’ they don’t always need to see.
  • Incorporated Quick Actions and Flows into Lightning pages gives users quick access to automation features.

 

Salesforce Lighting Webinar_

Want to know more? Watch a 20-minute recorded webinar where we will demonstrate what to do before you switch. And, if you are interested, it would be our pleasure to help you determine if the Lightning Experience is right of for your business. Simply complete the form below for a Free Discovery Call - no sales pitch, we promise!

 

 

Related Salesforce Lightning Articles:

Salesforce Lightning: What to Do Before you Switch

Salesforce Lightning: Top Productivity Features

 

Salesforce Lightning Improves Data Visibility

Salesforce Integration Customer Story

It wasn’t the first time it had happened. A team from one division of a leading provider of regulatory and compliance solutions for the finance industry, went to see a major client. As the team members waited for the meeting to start, the meeting before theirs ended and the participants walked out of the conference room. To everyone’s surprise, the previous group was a team from another division of the same company. Both teams realized that the experience was a symptom of a bigger issue, and it was time to make some changes.

The Problem
“The Client started as a general compliance services group founded by former SEC regulators. Then, over time, the company expanded to 12 divisions through a series of acquisitions. It was fast-growing and increasingly more diversified in its product offerings. But with such fast growth came fragmentation,” explains the lead Ad Victoriam Solutions Salesforce Consultant. “The divisions were not able to talk to each other because they didn’t have a single platform through which to do that.”

The Client approached us to solve that problem. The AVS Salesforce consulting team reviewed the Client’s systems and recognized that the company didn’t have a universal sales or marketing process in place. Every division essentially worked independently, and the company as a whole was not taking advantage of the opportunity to cross promote its products to customers. The Client needed a way to bring all of its efforts under a single platform so every division in the company—from cyber security to performance—could see what the other divisions were doing.

The Solution
The Client did have an existing data system in place, but it was difficult to use, and employees were not invested in learning how to make it work better. Ad Victoriam Solutions started from the beginning, encouraging the Client to create a paradigm that identified what products each division offers and to whom the company sells. The AVS team built out a robust data solution based on the information using the cloud-based Salesforce Lightning CRM; the objective was to open up the lines of communication between the company’s divisions, increase data sharing and visibility, and by making workflow more intuitive.

To further streamline the Client’s cross-sell initiatives, Ad Victoriam suggested that the company select one account representative from each division to be notified by the system anytime a product or service is sold and added to an account. Previously, multiple people within a division would receive e-mails regarding sales activity, making it difficult to follow any back-and-forth interactions among team members and divisions. However, Salesforce’s functionality allows all communication to be tracked in one location, and with one designated point person per division, it ensures that the status of an account will be accurate. “It automated the mundane,” the AVS Salesforce Consultant observes.

Ad Victoriam developed a unique structure in Salesforce Sales Cloud for the Client, working closely with the Client to discover and create business processes that it didn’t have and provide a framework for best practices. The system is now up and running, and the Client’s more than 200 employees have grown to understand the power of the Salesforce CRM platform, including its ability to provide real time feedback on reporting and the opportunity to automate document, proposal and contract generation in the future. The solution keeps everyone on the same page and ensures that everyone is always aware of the latest data, it’s a new level of transparency. Ad Victoriam Solutions incorporated the latest features of the Salesforce Sales Cloud into the system, allowing the solution to be enhanced as new tools became available.

“We used features that were released in the middle of the project. We could do that because we understand Salesforce Lightning and use it in the way that it was intended,” AVS Salesforce Consultant says. “We created a single system that’s scalable - customized at just the right level for the Client so it doesn’t require constant intervention from us, while enabling the solution to evolve as business needs change. Now, the Client knows what it can do to enhance businesses processes, and the company’s divisions can work really well together for many years to come.”

 

About
Ad Victoriam Solutions Salesforce Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We are Salesforce cloud and data consultants who customize our approach to suit your processes for increased efficiency, accelerated productivity and scalability.

If Salesforce Sales Cloud is not empowering your business the way you need it to, or if you are interested in leveraging the power of Salesforce Lightning, you need an experienced partner. Ad Victoriam is not only a Salesforce Gold Partner, but we also earned the Salesforce Lightning Masters designation. Contact us to learn how we can help empower your business. 

 

Ad Victoriam Achieves Salesforce Lightning Masters

Salesforce Masters in Lightning Post Header

ATLANTA, GA – (April 12, 2018) Ad Victoriam Solutions, a cloud computing consultant and Salesforce Gold Partner, today announced it has achieved Salesforce Master designation for delivering expertise in Lightning.

“We are thrilled that Ad Victoriam Solutions has achieved a Salesforce Master designation for delivering expertise in Lightning,” said Don Lynch, SVP, worldwide alliances, Salesforce. “Salesforce Master partners, such as Ad Victoriam Solutions, have passed a rigorous review process and have proven expertise with Salesforce Lightning.”

Today, everyone and everything is becoming smarter and more connected than ever before. To help customers succeed, Ad Victoriam Solutions has achieved a Salesforce Master designation in Lightning, providing deep practice expertise with Salesforce solutions, including a demonstrated history of customer success. This proven proficiency empowers Ad Victoriam Solutions  to connect their customers with their consumers in entirely new ways.

“I am proud of the Ad Victoriam Solutions team who worked hard to meet the rigorous Lightning Masters requirements. We pride ourselves on providing products and services that are based on the latest technology advances to drive customer success. Lightning, powered by Salesforce, is a powerful advancement.” Jeff Jones, President, Ad Victoriam Solutions

“Ad Victoriam is a true partner. They engaged with our team, assessed our needs quickly and built us an effective Lightning platform that aligned our sales team and Salesforce with company processes. As a result, we experienced a significant improvement in data quality enabling us to make smarter business decisions.” Gopi Pajjuru, Salesforce Business Analyst of North Highland Worldwide Consulting.

Salesforce Lightning Masters

Salesforce Masters are system integrator or consulting partners recognized for their practice expertise for a specific Salesforce product or industry. A designation within the Salesforce Partner Program, Master partners must achieve specific goals and delivery objectives, as well as drive customer success with multiple, validated Salesforce implementations.

 Salesforce and others are trademarks of salesforce.com, Inc.

About Ad Victoriam Solutions

Ad Victoriam Solutions, a Salesforce Gold Partner, is a cloud computing and data consultant. Ad Victoriam Solutions partners with people to solve their critical business and technology challenges – quickly, simply and efficiently. They believe it is not just about implementing, integrating or even upgrading technology for a business. It’s about understanding each clients’ business processes so they can use their expertise to create long-term solutions that expand clients’ capabilities and multiplies their business growth. Contact us for all of your Salesforce needs.