Like clockwork, it is time again to take a look at the new Salesforce release with a set of Financial Services sunglasses on. Sure, this thing is packed with tons of Lightning goodness but those who are true to the core can also rejoice.
Let's start with one of the newer "clouds" to join the sky in Financial Services Cloud.
For those who missed the bus on this one, Salesforce has two new industry specific clouds and in this case the Financial Services cloud gets some love in Summer 16. This new change allows for better visibility into relationships between Accounts, for example an accountant is both in his firm but also has a role on a household as the accountant of record. Reciprocal records to the rescue.
My love for person accounts is not very deep, but when they get some love from Salesforce (pretty rare) it is nice to see and deserves some attention. This enhancement brings back person accounts in search results if both the Account and Contact contain the search term which was not the case before. No more missing person (Accounts).
Two-factor authentication is a great feature bringing another level of security to Salesforce, but with all things Salesforce, sometimes the end user gets the dirty end of the stick. This new Summer 16 feature allows administrators to rescue a locked out end user by generating that one time code if they can't access their secondary device. Being an awesome admin just got easier.
Yes, I know this was already mentioned in Justin's rapid reaction post, but I cannot crow about this new feature enough, so let's do it again. This new feature solves the many to many problem of Contacts and Accounts and once enabled brings a new related listed called Related Contacts addable to the Account page layout. By default your Contacts will already be there, but not your Contact Roles, so those will need to be migrated. It will allow you to have Contacts related to many Accounts with multiple roles and indicated as a direct or indirect relationship. Confusing to start, but will help a lot of people who struggle with the primary account restriction.
What is Pledge 1%
Pledge 1% is an effort spearheaded by Salesforce, Atlassian, Rally for Impact, and Tides to accelerate their shared vision around integrating philanthropy into businesses around the world. Pledge 1% encourages and challenges individuals and companies to pledge 1% of equity, product and employee time for their communities, because pledging a small portion of future success can have a huge impact on tomorrow. Pledge 1% offers companies turnkey tools and best practices, making it accessible for any company to incorporate philanthropy into their business model.
Why We Made the Pledge
We announced that we have joined Pledge 1% because from inception we have always been inspired by the 1-1-1 model spearheaded by Salesforce. We have decided to take the next step and officially leverage the Pledge 1% platform to give back to the community at large. We are pledging 1% of our time and 1% of our product to fulfill our obligation to being a Pledge 1% company.
“We built Arkus to help make a positive impact on society from the beginning, following in the footsteps of leaders such as Salesforce. We believe it is important to make this commitment through Pledge 1% and built it into our organizational DNA” - Jason Atwood, COO & Co-Founder
As a Preferred Partner of Salesforce.org we are consistently working with nonprofits who make such an enormous impact on this world. We wanted to ensure that we continue to give back to these organizations while empowering them to push their missions forward in making a positive impact on society.
How We Made the Pledge
We have made the pledge (for now) on two important fronts:
- Since inception in 2010 we have provided a deep discount for our professional services to all registered nonprofits.
- We are donating 1% of our time to nonprofits in the local area. In 2015 we started holding Arkus Pro Bono days. These one day workshops are meant for any local nonprofits to come to our office for a day of learning, networking, and talking to our Salesforce experts about any technical issues they are having, strategic planning, or general information gathering about usage of Salesforce at their organization. Going forward we plan on doing these two to three times times a year.
We are going to continue our dedication to Pledging 1% via the numerous resources and toolkits that Pledge 1% provides to us as an organization. We are extremely excited about continuing to work with organizations that are helping to make the world a better place. This is only the start for us, we are looking forward to giving back to this thriving community and adding even more value in the future.
To learn more or to take the pledge, please visit www.pledge1percent.org.
Summer ‘16 features an expansion of limits (for a new set of editions). Limit expansions have been on the rise over the past three releases, and most recently we’re seeing a relaxation on sandbox limitations that may hinder environmental setups or scaling for large teams. Read on to learn about the coolest features and limit increases that Summer ‘16 offers developers!
Moarrr Sandboxes 2.0!
With the new “Lightning” editions and a slight price bump, some limits have also gotten a bump. The biggest win for developers is the increase in the number of developer sandboxes available for Professional, Enterprise, and Unlimited Editions. Enterprise Editions benefitted from having 25 developer sandboxes included in the Spring ‘16 release, but that wasn’t enough for developers. In Summer ‘16, developers receive 1 partial copy sandbox for Enterprise Edition orgs! No longer do developers need to maintain a set of Excel spreadsheets or execute Apex to create sample data when creating a new sandbox.
If you love cloning records or cloning users, you now can enjoy cloning sandboxes! This feature allows developers to create a new sandbox in production, but instead of cloning from the current production instance, developers are able to select another sandbox to use as the source of their clone! This can be a huge time saver if you have a large development team, or wish to create a separate environment for users to perform testing on a new feature.
Consolidating Asynchronous Limits
Prior to Summer ‘16, there were different limits based on the asynchronous action type, and there were 4 different ways to accomplish this! The two that I often use are @future methods and Database.executeBatch, and the limits were a bit of a drag, especially for the @future methods. Salesforce has wrapped all of these into a single asynchronous limit of 200 calls, which means that developers leveraging @future methods have a 4x increase to their existing limit!
Increasing Limits Across Namespaces
Salesforce has had a limit that previously allowed for only 10 namespaces of code to be invoked in a single transaction, which in effect means that only 10 managed packages would be allowed to execute during a single transaction. For orgs that have a lot of apps installed or have a robust app with many separate packages installed as features, this can produce a headache or even block the use of app offerings. This limit has now been removed (read: shifted) in favor of a scaling limit based on 11 times the number of per namespace limits. This means you could have more than 10 packages execute in a single transaction.
Do you have a favorite Summer ‘16 feature? Did we include it or miss it from our post? Let’s talk about it below in the comments, via Twitter @RogerMitchell, on our Facebook page, or in the Success Community!
May showers bring June Flowers? Since Mother Nature in the Northeast has decided to extend the April rain into May, why not spend the time waiting for the sun by checking out the new enhancements in Summer ‘16. We are treated with close to 400 hundred pages of notes outlining new and enhanced Salesforce features and functions to celebrate their milestone 50th release! If you missed the first part of our review series, feel free to check out our rapid reaction blog. In this part of the series, we highlight some new Lightning Experience features that will increase sales productivity.
As someone who is creating new Accounts in Salesforce all the time, the new Account autofill is really cool and will definitely save time. Upon typing a company in the Account Name Field, Salesforce will offer up suggestions. Once you select the company from the list, other fields will autofill if the data is available. Those fields include Website, Phone and Billing Address (Headquarters only). This will only work for US-based companies but it is definitely a step in the right direction for quicker data entry and integrity. I would like this on Leads maybe even more then Accounts but I would assume that is coming. As a side note and only in Beta, Salesforce will add the logo of the company (US-based only) to an already nicely enhanced visual experience.
Salesforce has always allowed you to send emails, but they were sent through Salesforce and not your Gmail or Outlook email. This unfortunately lead to deliverability issues where many never received the email or it went to a spam folder, which were good reasons to not use it. In this release you can now send emails through your external email service without leaving Salesforce. In addition, emails sent from the Lightning Experience Email Composer automatically become Email records instead of Task records. The new Email detail page displays email the way traditional email applications do and on the detail page display custom fields you add, related lists for senders and recipients and attachments. This will help sales reps and managers easily get to what they need see in the activity history. Salesforce Email just got a lot better! FYI, this is only available in the Lightning Experience.
Owners of an Opportunity can now create Opportunity Teams or set up team roles without having to switch back to Salesforce Classic. This also applies to Account Teams.
If you find value in Account Insights, it will now show up on the Opportunities page.
For those reps who work with Products on an Opportunity, when you select “Add Product” on the Products related list, you will see a list of up to five products in the current price book that they’ve recently added. This is a nice time saver for those who work the same small set of products a lot. Product autofill search will also be available but will not be released until two weeks after the release.
You can now log calls and update meetings and tasks faster without having to leave the activity timeline. A new menu located on the timeline items contains options for updating activities.
Chart Fun! Funnel, scatter, combo, and cumulative line charts are now available in Lightning Experience. Funnel charts are available in Reports and Dashboards while scatter, combo, and cumulative are only available in Dashboards.
There are many other enhancements in Summer ‘16 that might be of interest to you. I would recommend you take a look at our rapid reaction blog as mentioned above as well as skim through the release notes to see if anything else catches your attention.
The Summer 16 release of Salesforce looks entirely different from any other release I’ve seen in all my years. Not only are there different versions being announced in the release notes with different pricing and feature comparisons, but there are also completely different / new clouds such as Financial Services Cloud and Health Cloud. Let’s dive in and rapidly look at some of my favorite features.
First off, I can’t start without acknowledging that in this release there are a ton of new editions and offerings. As alluded to above, there are now completely new branding and pricing around Salesforce editions.
- Sales Cloud now comes in four flavors - SalesforceIQ CRM Starter, Lightning Professional, Lightning Enterprise, and Lightning Unlimited.
- Service Cloud now comes in Lightning Professional, Lightning Enterprise, and Lightning Unlimited.
The biggest deal here is that Professional editions now ship with a limited number of processes, record types, profiles, roles, and permission sets. You can now do more with less which is always a good thing as prices have increased for all edition types.
In addition to these new editions, no pun intended, there are now nodes or sections in the release notes for Health Cloud and Financial Services Cloud. Each of these “Clouds” have some fairly robust enhancements made specifically for them while also inheriting all of the updates to the underlying Salesforce platform.
Contacts: Associate a Contact with Multiple Accounts
Finally, the feature we’ve all been waiting for is generally available. Users can easily manage relationships between people and multiple Accounts. A Contact will always have a “primary Account” which counts as a “direct relationship” and then there is the ability to create “indirect relationships”. There will now be a related list on Contacts that displays all of the Accounts that the Contact is related to either directly or indirectly. On Accounts, there will still be a related list of Contacts but it will include all Contacts that are either directly or indirectly related to the Account.
Create and Edit Lightning Experience Home Pages
One of my own personal barriers to entry for using the Lightning Experience has been the lack of customization around the home page. Now with Lightning App Builder, an administrator can build custom pages and assign them to different user profiles to enable a completely custom home page.
Automatically Get Geocodes for Addresses
Salesforce is upping their address game. They are now offering the ability to geocode all Account, Contact, and Lead records. The geocodes themselves are not visible in the user interface but can be accessed via formula fields or via the Salesforce API. This is all done using Data.com functionality but does not require any additional licensing. All an admin would need to do is set up a Geocode Clean Rule which when saved runs and geocodes all existing records (optionally).
It’s widely accepted that many organizations utilize various tools to optimize processes and improve efficiency. It’s no secret that as a society we are spending more and more time on connected devices. With the introduction of the Internet of Things and anything imaginable only a button click away why would we not? Pizza at 2:00 AM? Seamless. Forgot to pick up a spatula when moving into a new place? Amazon. Checking in on friends or family? Email. Facebook. Twitter. And the list goes on. So why not make the best use of your time and leverage the Chrome Web Store for extensions to improve the experience.
If you’re anything like me, it’s likely that much of your day is spent working on or working in the Salesforce ecosystem. One of my favorite new Chrome Extensions is Salesforce Hot Keys (Beta). Salesforce Hot Keys (Beta) allows you to use traditional keyboard shortcuts to interact with Salesforce records. For example, CTRL + E brings you to the edit page of the record you are viewing and CTRL + SHIFT + A redirects you to the Account creation page.
While the user experience leaves much to be desired, the ability to more easily and efficiently navigate the Salesforce Classic UI far outweighs the lackluster design.
Perhaps my favorite new product, at least since Lead Assigner, is Grammarly. Grammarly works inside the browser to present real time, inline grammar and spelling suggestions. For more information or to make additional edits, simply click the indicator and a sleek text interface pops open.
In a professional setting it’s important to communicate correctly when interacting with customers, with potential customers, or with peers. With Grammarly, gone are the days of the affect/effect debate and internal struggle with which is correct.
RescueTime provides insight into where time is spent on the ‘net. The extension provides a quick way to access today’s statistics and logging in via the browser provides a historical record of day over day productivity and the ability to see where time is spent by category such as social media, software development, communication and more. Each of the categories is customizable and you can assign your own sites to your own categories.
My only wish is a keyboard shortcut to pause tracking when needed. For example, taking a call or interacting with tools that live outside of my browser; cough, cough, Slack.
While RescueTime looks to spell out inefficiencies, StayFocused looks to prevent them all together. StayFocused allows you to set the maximum amount of time spent on various sites in a single day. It also allows you to block certain sites on certain days or during certain hours, StayFocused helps prevent the journey down the inevitable internet rabbit hole by providing users a way to block distractions.
I should mention that there is even a “nuclear” setting that blocks the interwebs in their entirety for a time span of your choosing; well, at least in Chrome, anyway.
For all of the Awesome Admins out there the Salesforce Enhanced Formula Generator bridges the gaping hole between writing formulas in a text editor and in the native Salesforce editor. This extension takes it to the next level by highlighting syntax errors, matching parenthesis (though not yet through multicolor), and includes an easy to use find and replace feature.
In December of 2015, we hosted our first Pro Bono Day to assist local nonprofit organizations who are using Salesforce. Because the first session was so well attended and was such a success, we decided to carry on the tradition with another one this spring. We welcomed our nonprofit friends and clients to our NYC HQ for a day of learning and collaboration by providing both presentations as well as one on one attention from our team of experts. By bringing everyone together, we had a great time collaborating and learning from one another.
Session 1: Marketing Automation
Amy Bucciferro, one of our Project Managers, lead an hour long discussion about marketing automation tools and how they can be integrated with Salesforce to create a cohesive internal effort to reach out to donors. Amy illustrated how the use of Salesforce enhances communication and the process of how you connect with donors. For example, with the Salesforce marketing tool Pardot, dynamic content can be utilized to create timely, personalized emails. For a more in depth conversation about other useful tools, please see Amy’s blog Getting Ready for Go with Marketing Automation and Salesforce.
Session 2: Conga Composer
Mariel Espinal, another one of our Project Managers, led session two and shared the benefits of using Conga Composer, a widely used tool that makes it easy to create and deliver documents, presentations and reports from Salesforce by automatically populating templates with data from any standard or custom object. Much of the conversation was about creating, customizing and streamlining documents. Mariel addressed typical use cases,Conga’s licensing options, free trials, and sample templates. With further questions about e-signature and capturing receipts in Conga Composer, attendees had a long lasting dialogue about the benefits of document generation.
The consensus of the day was even if you are fully utilizing the Salesforce Nonprofit Starter Pack, human interaction is still crucial, whether it’s making a phone call at the right time or creating an event for people to get together. When you consider how valuable relationships are, the use of Salesforce ensures the future of your organization. Nonprofits rely on the relationships with their community and the management of these relationships is critical for success.
For fully customized communities that leverage all the capabilities of the Force.com platform, it’s most common to build these using Visualforce. However, if you want to build a Salesforce community that doesn’t require any programming, where the goal is for self-serve, collaboration among customers, easy access to customer support and entering cases, and access to knowledge; then considering a community template is the right direction to go. Here are things to consider when making your template selection:
Koa and Kokua Templates
For all intents and purposes these are pretty much the same in the fact that they are based around Salesforce Knowledge and Cases. If you’re only looking to provide information to your community and allow them an easy way to connect with your support team, either of these templates will do the trick. From a visual perspective, if you want to provide information to your community with a more graphic look use Kokua, if you want a more text based look, use Koa. All in all these are pretty basic template options without any bells or whistles. For that look no further than the Napili Template.
The Napili Template is very robust with the out-of-the-box features; it provides for a fully collaborative community environment. For example, features such as Topics helps to guide your community to information; articles, questions, discussions easier and quicker. Knowledge articles and data categories allow for custom views if you want some community members to see only subsets of information they would be interested in. Groups allow for even more targeted areas of discussion; which can be private or public.
Branding is taken into consideration as well. There are enough color scheme and logo opportunities to make it your own. In addition, it comes with pages already created but you can either customize these or create new pages using a variety of page layouts.
With Napili, you not only have access to most standard objects; Accounts, Opportunities, Contacts, Cases, Campaigns, etc… but you can also create custom pages to connect with custom objects; for both viewing and creating new records. Speaking of creating new records, this is simply done via global actions. Just drop in a Create Record button (Lightning component)
and in properties give it a name and select a global action. That’s it!
No matter what template you choose, you will use the Community Builder to create and revise pages using Lightning components. This is a simple drag and drop tool once you get the hang of how to navigate around it. All pages are provided and pre built components are optimized for mobile so no matter how you lay out your pages, you don’t need to worry about how it will look on the go.
Have you built a community using any of these templates? What were the pluses and minuses for you? Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @LeiferAshley or in the Success Community.