Blog Posts

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Salesforce Winter 18 - Filled Lightning Experience Gaps

The Salesforce Winter 18 release notes have been out for a couple of weeks now. It’s time to take a look at some new features that fill the gaps between Classic and Lightning Experience.
Salesforce Winter 18 - Filled Lightning Experience Gaps

Salesforce Winter 18 - Filled Lightning Experience Gaps

I’ve been saying all along that, in the move / migration to Lightning, Salesforce should not be aiming at feature parity; rather they should be aiming at feature improvement. In Winter 18 there are quite a few examples where functionality from Classic finally make their way into Lightning Experience but in a way that makes the features better, as opposed to just plugging holes. Let's take a look at a few that I particularly like and one that is pretty net new functionality just for fun.

Expand Your Reps’ Email Reach with List Email

This feature, otherwise known as Mass Email, is going to be available for all of the person objects (Contacts, Leads, Person Accounts). While the release notes are kind of sparse on details, here’s the skinny. Run a list view, click a button to send an email to all or some of the records in the list, and Salesforce sends out an individual email message to all recipients. The email gets tracked in the activity timeline, and all are happy. There is not much mention about user experience, but I would imagine a much more streamlined approach to sending emails in mass. In Classic there was a tool and a wizard that included weird ways to access list views and email templates - by using List Email in Lightning the entire process will be streamlined.

Filter More Ways in the Activity Timeline

For years in Classic I’ve wanted the ability to filter a related list. This is a really good start to reaching this feature. In an activity timeline, a user can now filter their activities based on the type of activity it is or a date range. This is very handy for finding that email that a user knows they sent about six months ago.

Track Time with the Time Field Type (Beta)

Don’t worry about those pesky date/time fields, if you are just looking to track time, with this handy new field type. Not only is this useful to literally have the option to create a field that is dedicated to just tracking HH:MM, but this also handles some hard to solve use cases around timezones and time tracking in general for Event Management or Project Management. The field type is still in Beta, but I’ve been a part of the pilot for use with a client, and I can say that the feature is worth its weight in gold when building a solution around scheduling for people in multiple timezones. To support using time in formulas, this beta release introduces the TIMEVALUE and TIMENOW functions, as well as new HOUR, MINUTE, SECOND and MILLISECOND functions.

Make Your Lightning Pages Dynamic

This isn’t exactly a gap that is being closed from Classic; it’s actually a long standing product gap that is being addressed. With this feature an administrator can customize a Lightning Page to make certain components appear based on data within a record. An admin would drop a component on a page and then set the criteria for when that component should be displayed. A good example is in this tweet by @jenwlee, with a nice gif to walk through the use case of a rich text field being displayed on an Account when certain criteria are met.

All in all I'm very pleased with the way that Lightning Experience is behaving these days. It's getting faster, it's looking good, and the gaps in the product are being chipped away at. The best part is that Salesforce is innovating here with new and better features to ensure that not only do we get all of our core needs met but that they are met in a more efficient and delightful way. 

Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @JustEdelstein.

Winter 18 - Let's Talk Lightning

Winter is coming. What’s new with the Salesforce Lightning Experience in the Winter 18 release?
Winter 18 - Let's Talk Lightning

Winter 18 - Let's Talk Lightning

Winter is coming! The Winter 18 Release Notes are out, and Lightning is receiving a lot of love again. This time around, it feels as though the entire release is starting to focus on Lightning. Here are some of my favorite Lightning improvements and additions:

Lightning Experience Gets a New Look and Feel

While Lightning definitely has a much more modern look than its Classic counterpart, it occasionally suffered from having too much going on within a page. This led to a lot of scrolling and some difficulty finding what you were looking for. Salesforce looked to address that in this release. Here is the breakdown of the new UI changes:

  • More information density and less white space, so you can see more of what you need without scrolling.

  • Improved legibility (using font size and color) to draw attention to what’s most important.

  • Better contrast between foreground and background, making it easier to scan and scroll while staying focused on what you need.

You will also have the ability to set the color and background, inspired by Trailhead. For now, you can choose between blue and neutral gray background. In the future, the plan is to give admins the flexibility to create a customized theme to match company branding. I am looking forward to that.

Wrap Text in List Views

Tired of seeing things cut off in your list views? Me too. This is a simple, yet very effective enhancement that I think is going to be well received all across the board. List views can now be edited to have text wrap in their column. This could save folks the time of having to individually click into a record to see key information that is captured in a list view.

This feature is also available when looking through search results.

Get to the Right Record Faster with Enhanced Instant Results

Salesforce search gets smarter with Enhanced Instant Results. Instant Results has always been a feature that I appreciated. Being able to get right to what you are looking for is always nice. Well Instant Results will now recognize misspellings and make spell corrections. Misspelling a word will no longer lead to empty results. Salesforce will recognize a misspelled word and match it with correct spellings of that word.

There are a couple of things to note about Enhanced Search Results. The first is that the spell correction will only work on one misspelled word. When misspelling two or more words, only the first will be corrected. The second is that this feature will only work with Accounts, Contacts, and Opportunities. Maybe we’ll see this feature continue to get built out in future releases? I hope so.

Leads: Speed Through Lead Conversions with Added Flexibility

Lightning Lead Conversion gets a little buff in this release. Salesforce has looked to make its Lead Conversion process more efficient and provide increased flexibility in what you can do.

Along with the new interface, options include:

  • Create an Account, Contact, and Opportunity from the Lead data with a single click

  • Update the values provided from the Lead for each new record

  • Choose the Record Types of the new records

  • Set up Duplicate Management Rules to match and relate the Lead to existing Account, Contact, and Opportunity records

  • See the details of the matched records from the Lead conversion screen

  • Search for more records to relate to the Lead

  • Create a follow-up task related to that converted Lead

There are going to be a lot of happy Sales Users with this one. That’s a lot of increased flexibility that will lead to increased efficiency, while also limiting duplicate data.

Find Things in Setup Faster with Enhanced Quick Find

As somebody who operates in Setup quite often, I use the Quick Find functionality a lot. Salesforce is taking us a level deeper in Winter 18 by giving us the ability to ‘Search all of Setup’.

Say you know exactly what you are looking to do. You want to edit a certain field on a certain object. In the past, you would have to navigate to the object itself and look for the field. Now, if you happen to know what you are looking for, you can type the name in and select ‘Search all of Setup.’ Boom. You see the field right there. Click on the field and make your edit. This will significantly cut down on the number of steps needed to find and do things via Setup for admins.


What do you think of the Lighting improvements and additions in Winter 18? Want to share your thoughts? Let me know what you think on the Arkus Facebook page, in the comments below, in the Success Community, or to me directly via Twitter at @RyanOwensRPO.


Salesforce Trailhead 101 for Non Profit Organizations

An overview of essential Salesforce trailheads for empowered nonprofit organizations.
Salesforce Trailhead 101 for Non Profit Organizations

Salesforce Trailhead 101 for Non Profit Organizations

For many nonprofit organizations, making the move to Salesforce is an exciting and game changing endeavor.  Thousands of nonprofits have validated the multiple benefits of this move including increased fundraising, improved data quality, operational efficiency, and more. You can read more about the specific results on the Salesforce Voice of the Customer Survey.

While the benefits are numerous, a move to Salesforce can sometimes be an overwhelming exercise for many organizations. Investing in a thoughtful implementation and working with qualified partner like Arkus is a solid first step to ensure that Salesforce is properly configured to meet your organizational goals, processes, and long term growth plans.  Along with selecting the right partner, the most successful nonprofit organizations also prioritize investing in their internal Salesforce expertise early and often. To assist with this effort Salesforce launched Trailhead, a gamified Salesforce learning platform for organizations of all shapes and sizes.

Each Trailhead takes anywhere from thirty minutes to a couple of hours to complete and the time invested is well worth it. Think of it as a guided tour for you to learn Salesforce while exploring unique use case scenarios such as “Donation Management”. Additionally, Trailhead allows you to connect a trial account of Salesforce where you can try out the features and functions that are explored in each unit.

There are literally hundreds of “trails” to explore, but I want to share the trailheads I believe are essential for a successful use of Salesforce for any nonprofit:

  • Salesforce Basics for Nonprofits: This trail is a great place to start for nonprofits exploring Salesforce for the first time. With this trail you will learn the basics of the platform and what you will need to prepare for implementation.

  • Donation Management on Salesforce: I consider this trail foundational for any nonprofit organization leveraging Salesforce with the Nonprofit Success Pack (NPSP). It does an excellent job walking you through the donation management process, but almost more importantly it explains how to truly take advantage of the household account and contact model. By internalizing the data model, nonprofits can start to envision and think through not only how to manage fundraising/donors but also programs, volunteers, and just about any organizational use case you can imagine--and all in the same place!

  • Volunteer Management on Salesforce: As an extension of NPSP, Salesforce.org also offers a robust and free volunteer management application that works lockstep with the NPSP data model. “Wait are you saying that you can manage your donors and volunteers all in one place?!” Yes I am! This module will walk you the Volunteers for Salesforce application including how to capture all of your key volunteer data in Salesforce, how to create and manage all of your volunteer opportunities, how to keep your volunteers engaged with automated emails and self service functionality, and best practices for leveraging native Salesforce reports and dashboards to measure volunteer performance.

  • Admin Beginner: Last but certainly not least is the Admin Beginner Trailhead. This trailhead is more robust than the others but provides the participant with the key concepts for successfully managing an existing Salesforce instance for your organization. It also does an excellent job preparing you to become a certified Salesforce Administrator.

For every nonprofit organization using Salesforce you will need at least one staff member who will act as your Salesforce Administrator. The individual who assumes this responsibility can range from staff designated as a full time Salesforce Administrator to a power user of Salesforce within one of your departments. While it is essential to have at least one designated Salesforce Administrator, I really recommend having a few staff complete this trailhead to ensure that institutional knowledge of Salesforce doesn’t disappear when a staff member moves on from the organization.

Do you have any other recommended trailheads for nonprofits that you would like to share? Please feel free to comment below, on our Facebook Page, The Salesforce Success Community, Power of Us Hub or directly at me on Twitter @rboyleSF.

 


Making Change in Banks - One Spreadsheet at a Time

Prying legacy spreadsheets out of the hands of a banker is not an easy task.
Making Change in Banks - One Spreadsheet at a Time

Making Change in Banks - One Spreadsheet at a Time

Having high-quality data for risk management and reporting purposes has never been more important for banks in order to comply with the mounting regulatory reporting requirements.

While Salesforce includes standard objects for keeping track of accounts, contacts and opportunities, bank specific information kept in these legacy spreadsheets can also be included with the creation of a custom object. Custom objects are used to store information specific to any business process and can be linked to other Salesforce objects through lookup relationship fields, reducing the need for typing repetitive data that already resides in another record.

Custom objects can also contain related lists to attach all those emails, calls, meetings, notes, and files that surround a specific record. Custom objects can also have the same security settings as standard objects, limiting who can create, read, edit, delete or view any information specific to that object.

Here are some examples of bank-specific spreadsheets currently in use today which could be turned into useful Salesforce custom objects:

Site Visits

With a Site Visit custom object containing a date field for Inspection Due Date, a Picklist field for Property Condition, and a Text field for Comments, you could easily determine when a site visit is due, select the condition of the property using predefined values, and enter additional notes on the condition of the property. Users of the Salesforce1 mobile app could collect all this data on-site, take pictures of the property, and attach those pictures directly to the Chatter feed of the Site Visit record without having to complete any additional information when he or she arrives back to the office. Add a Status Picklist field, a little Process Builder magic, and when the status is “Completed,” another Site Visit can be automatically scheduled and assigned for the next year without any user intervention. If a paper copy is absolutely needed, use a tool like Conga or Drawloop to extract the data into a PDF file.

Loan Underwriting/Portfolio Management

With an Underwriting and a Portfolio Management object, you can keep track of all relevant data around the status of new or existing loan requests. Add a couple of Lookup fields to an Account, Financial Account, or an Opportunity, and your loan officers can easily find the status of a loan in underwriting, check to see if this year’s tax returns have been collected, or determine whether or not the covenants have been met for the year. Conjure up another spell using Process Builder and notifications can be sent to supervisors when loan approvals are about to expire or when documents are uncollected after a due date.

Customer Complaints

Ok, maybe not as glamourous as the first two, but the Consumer Financial Protection Bureau requires banks to keep track of complaints and how they are resolved. With a Customer Complaint object, or with the use of Cases, you can keep track of the complaint, log the date it was received, attach the complaint email using Salesforce for Outlook or Gmail Integrations, save a copy of the letter directly to the Files related list, and add any relevant notes around how the complaint was resolved. Close out the case, or add a status field on the custom object, and data around resolution time can immediately be stored using a Formula field. Since most complaints need to be solved within 15 days, you can again use your wizardry skills with Process Builder to send reminder email notifications and make sure the deadline is never missed. 




Collections

Equally as unglamorous as complaints, but another great use of Salesforce, is keeping track of collection activities around past due loans, overdrawn accounts, or workouts. Loans that are nonperforming still require a lot of calls to clients, attorneys, real estate agents, title companies, and appraisers, and Salesforce has many built in functions for logging and scheduling these activities. Information around these activities can be very sensitive and oftentimes should not be visible to everyone, but with the creation of a collections object, those tasks, notes, and files can be visible to a particular profile, the record owner, a public group, or permissions can be granted to specific individuals.

Reports and Dashboards

With all of these spreadsheets in Salesforce, data is easily viewed on one page and extraction becomes easy through the use of Reports and Dashboards.  When that first day letter from the Fed comes, and your bank needs to start gathering lists of loans originated (or not originated) within a certain time frame, you can quickly run a Salesforce report based on their request, using the data in your newly created custom objects.

Portfolio Managers can have a single view of all covenants made, documents due, annual reviews pending, and year-to-date site visits completed on one dashboard. Department heads can see which underwriter has the capacity to take on a commercial loan for a new client, reducing their wait time. Compliance can easily see adherence to resolution times of complaints, complete with a copy of the actual letter or email sent back to the client to solve the complaint.

Risk management in banking has changed over the past decade, largely in response to regulations that emerged from the financial crisis. With Salesforce, you reduce some of that risk by having secure high-quality data in one place using standard objects like Accounts and Contacts, and by creating custom objects to keep track of all data collected for any specific business need.

Got some tips on breaking down silos of data in your bank, or have some great custom objects you want to brag about, drop them in the comments below or tell us all about it on Twitter, on the Salesforce CommunityFacebook, or chat with me @ScottTSearle.

4 More Hidden GTD Project Categories

A look at the GTD project categories that might not seem so obvious
4 More Hidden GTD Project Categories

4 More Hidden GTD Project Categories

If you are looking to bring your GTD game to another level, digging into a good podcast can really help. I happened to listen to the GTD Podcast episode #32 "The Better You Get," where Meg Edwards and Kelly Forrister went over some great new project categories to consider as part of your mind sweep.

Four Hidden Project Categories

  • Projects or Issues
  • Processes or Procedures
  • Creative Opportunities
  • Competency Building

These were so good that I was inspired to grab my capture tool of choice and write down four more to consider.

Repeating Routines

I have found that I have a lot of daily routines that I set up as repeating projects in OmniFocus. Everything from feeding the fish (every two days) to watering the plants (every 10 days). These really help for projects that are better suited for an irregular repeating cycle. If it were daily, my fish and plants would die. The pro tip is not to be afraid to set the repeating cycle to be very irregular. With OmniFocus you don't have to think in only daily or weekly terms -- try every 3 weeks or 18 days. During your next weekly review, ask yourself if there are things that are slipping through the cracks and could be helped with a repeating project.

Habit Builders

Another close project category to consider in your mind sweep are projects to help build good habits (or break bad ones). These are things that you know you should be doing, might always be doing, but need some re-enforcement. I have a daily health project (every day) that reminds me to do things like stretch, drink water, exercise and take a probiotic. While exercise at this point isn't something I need OmniFocus to remind me to do, it feels good to check it off. Years ago my dentist told me I need to take better care of my teeth and to use a waterpik "regularly." This turned into a repeating project, only three actions, and I have had good checkups since. Are there any habits you are trying to form or to enforce? Try making them a project and setting them to repeat.

People

It always seems strange to write down someone's name as the project in OmniFocus, but it works. I use people projects as buckets to capture things I need to do for that person, or things that person has committed to me. For my direct reports, this is my way of keeping on top of any open items or things to review together. It also helps in my weekly review, as my employees are certainly one of my areas of focus, and coming up with a next action for each one keeps them top of mind. For others, such as my child, I use this technique as a way of capturing all her tasks that she struggles to capture herself. There is nothing like reminding a teenager that before they can go get pizza with their friends, they have to write that thank you note that they promised to do four days earlier. I have found that the person in question eventually gets tired of being reminded, knows I will not forget, and starts to capture it themselves (Right @justedelstein?). Do you have open loops with your spouse, business partner, child, friend? Don't be afraid to make them a project.

Internal Commitments

This last one has been the hardest and newest for me to build on. An internal commitment is something that you want to do, said you are going to do, but is really only for yourself. It isn't something you have committed to others and usually isn't something that will get you in trouble if you don't do. They are things that are softer than goals but still rattle around in your brain. My "ah-ha" internal commitment recently was reading books. While I have a goal to read a certain amount of books each year, I find I go through long stretches of days and just don't do it. My new approach? Make finishing the book a project in OmniFocus. This will put it in my face daily, reviewed weekly and bring my level of awareness up a notch or two.

Do you have any hidden GTD project categories, leave them on on Facebook page, in the Salesforce Success Community, Power of us Hub or directly with me @JasonMAtwood

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