Arkus Blog

The official Arkus blog provides your weekly dose for all thing Salesforce. Stay on top of the latest, most relevant Salesforce features, applications, and best practices.

Summer 16 Treats for Marketing with Salesforce

Taking the opportunity of the Summer ‘16 release to review some recent improvements to Pardot and Marketing Cloud, as well as a quick look at release features relevant for any marketer using Salesforce.
Summer 16 Treats for Marketing with Salesforce

Summer 16 Treats for Marketing with Salesforce

The release cycle for Salesforce’s flagship marketing tools, Marketing Cloud and Pardot, are not tied to Salesforce’s general thrice yearly release cycle, and with the Summer ‘16 release they have almost entirely disappeared from the release notes. There’s not a single mention of Pardot, and Marketing Cloud gets a nice little blurb about what it is without even a link to its own, separate release page. So does this mean we shouldn’t be talking about the evolution of these systems in the same breath as the overall platform release? Not at all. In fact, the Salesforce release cycle provides us with a structured opportunity to review all of the things we use in conjunction with Salesforce, and marketing applications are high on that list for many customers.

Marketing Cloud

Marketing Cloud has a release schedule that is established on a year to year basis and published in detail in advance. You can also sign up for notifications on these releases, which is a no-brainer if you are dealing intimately with the tool. For the purposes of this article I am going to focus on the May 2016 release.

Marketing Cloud’s May 2016 release was a hefty one, introducing the Marketing Cloud mobile app and an open beta for the new Email Studio and Content Builder features. It also included some major bug extermination, including fixing some issues with deduplication. And of course, what would any Salesforce product release be these days without a mention of Lightning? This is very interesting when it comes to the path for Marketing Cloud, because it indicates moving toward an experience of the product that is more consistent with the rest of Salesforce’s flagship Clouds. Marketing Cloud Connect becoming (“evolving into,” as the release notes put it) Marketing Cloud Lightning means the product we interact with looks and feels more like Salesforce and indicates to me a priority on making the integration more fluid. I’m excited to watch this evolve.


Pardot breaks from the release cycle model entirely, offering rolling improvements published on their New Features page, regularly emailed to customers in a nice narrative message with links to blog entries and help articles, and often displayed prominently upon logging into the system whether you ask for it or not. In the past month Pardot customers received two substantial goodies--Multiple Scoring Categories and a serious beefing up of the Competitor Monitoring feature.

In response to Multiple Scoring Categories: THANK YOU! This enables marketers to set up additional scoring schemes on top of the regular score, adding capacity to track prospects interest in something like different products a business sells or other non-mutually exclusive types of prospect nurturing. I know many nonprofit organizations use Pardot as well as businesses, and this could have a great use case in scoring against things like donations, volunteering and/or specific programs. With this feature Pardot is taking a big step forward in meeting the needs of organizations that fuel multiple business streams with one marketing engine (and one Salesforce org.)

Competitor Monitoring is basically a way to see how well your website is battling it out in the search term arena. While this isn’t a feature that gets a lot of hype against all the other bells and whistles of the platform, that might be changing. Pardot just doubled the set of metrics covered by the report, giving marketers real ammunition for making content and SEO decisions without crunching lots of numbers.

Summer ‘16 Marketing Implications

If you use any other marketing application in conjunction with Salesforce, make sure you are keeping up on releases and improvements to those products as well as the overall Salesforce release notes. This way you can avoid any surprises when new Salesforce features have implications for your marketing integration and you don’t miss out on any opportunities to take advantages of release features that could add power to your marketing activities.

Many marketing applications (including Pardot) leverage Visualforce pages embedded in Salesforce detail pages for Leads, Contacts, Campaigns, and other objects to give non-marketing users insight into the good work you are doing delivering leads and nurturing customers. For some this has been a barrier to entry for Lightning Experience. In the Summer ‘16 release notes Salesforce tells us this may be less of a problem, in some cases. So spin up one of your extra sandboxes and see what this means for you.

Also, the ability to automatically get geocodes for addresses in Salesforce might mean you can leverage this information in your marketing application (depending on the tool you use, how it syncs data, and your use case.) I’m excited to see what all the creative marketers out there find to do with this wealth of information.

It is also a good idea to review the evolving security and identity features to make sure they don’t affect how your marketing applications or marketing users access Salesforce. While I’m not seeing any specific red flags in this release, this is always an important area to assess.


Do you see any other features in Summer ‘16 that are of special importance to marketers, or have comments on the latest goodies from Marketing Cloud and Pardot? Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @ifitfloats.

Summer 16 for Service Productivity

A roundup of new features released in Summer '16 that are designed to pump up your service productivity and responsiveness
Summer 16 for Service Productivity

Summer 16 for Service Productivity

Grab a cold drink because it’s time for hot fun in the summertime with these Summer ‘16 enhancements focused on service. Hopefully you have been following along in our series of posts (Rapid Reaction, Sales, Developers, Financial Services) related to this milestone 50th release and take note, there’s more to come. Here are some highlights selected from over 30 pages of service-related release notes.

Salesforce Console For Service

  • Set up Service Cloud Features in a Flash with Launch Pad Templates what? This is a major timesaver and what hopefully indicates an increased focus on templates for other areas of the platform. System admins will be able to rapidly deploy and validate Service Cloud features with a few clicks. This release provides three templates that provide the most popular Service Cloud features, including console configurations with reports and dashboards necessary for a productive service organization.
  • Responsive list hovers yes, please. Spring ‘16 introduced tab hovers and now users can display the details of a row in a hover, without having to open the record. Hovers deliver the goods without clicks.

Work Orders, Milestones and Knowledge

  • Attach Articles to Work Orders indeed. Work orders and work order line items were introduced in Spring ‘16 and you will now be able to attach Knowledge articles to them to enable users to quickly locate information. “Knowledge has a beginning but no end.” ~Geeta S. Iyengar
  • Milestones are now available on work orders as well, allowing you to tie entitlement to work orders and track these important steps within your processes. Entitlement management was previously available just for cases, now you can specify whether an entitlement process can enforce milestones on cases or on work orders through the use of a new Entitlement Process Type field.
  • Improve Article Suggestions on Cases will allow you to choose five case fields that will be used to suggest articles when closing cases. The concept here is that a search will suggest articles based on their content and any links between similar cases. The suggested articles are available in the Salesforce Console for Service and your portals when viewing existing cases and creating new ones.
  • Management of work order hierarchies was enhanced with a couple of fields that make it easier for you to view and build out hierarchies of work orders and work order line items. The new read-only field Root Work Order lists the top-level work order in a hierarchy of work orders and can be added to work order page layouts to provide users a complete view of work order hierarchies. Similarly, the new Root Work Order Line Item field lists the top-level line item in the work order line item hierarchy allowing user to navigate the hierarchy.

This list is not exhaustive of all the service features in this monumental release and I suggest you peruse the release notes to view them all.  Do you have some favorites that we didn’t mention? Please feel free to comment below, on the Salesforce Success Community, on our Facebook page, or directly at me on Twitter @sfdcclicks.

Summer 16 - Episode #244 of CloudFocus Weekly

A review of the World Tour NYC and a handful of Summer 16 release goodness.
Summer 16 - Episode #244 of CloudFocus Weekly

Summer 16 - Episode #244

Summer 16 for Financial Services

A look at some of the new financial service related enhancements coming in Salesforce Summer 16 release.
Summer 16 for Financial Services

Summer 16 for Financial Services

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.

Easier Tracking of Client Relationships

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.

Person Account Search Enhancements

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).

Generate Temporary Verification Codes

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.

Contacts: Associate a Contact with Multiple Accounts (GA)

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.

Do you have other Summer 16 features that tickler your fin serv bone? Post them over on our Facebook page, in the Success Community, below in comments or directly @JasonMAtwood.

Arkus is Proud to Pledge 1%

Arkus is proud to be a member of Pledge 1%, a corporate philanthropy movement dedicated to making the community a key stakeholder in every business.
Arkus is Proud to Pledge 1%

Arkus is Proud to Pledge 1%

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 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:

  1. Since inception in 2010 we have provided a deep discount for our professional services to all registered nonprofits. 
  2. 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.

The Future

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

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

Summer 16 for Developers

Summer 16 is upon us (at least in Salesforce orgs), and here are a set of features that developers will enjoy in this latest release.
Summer 16 for Developers

Summer 16 for Developers

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.

Clone Sandboxes

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!

Lightning Features Delivered in Summer 16

A look into some new Lightning features released in Summer '16 that will increase sales productivity
Lightning Features Delivered in Summer 16

Lightning Features Delivered in Summer 16

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.

Account Autofill

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.

Enhanced Email

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.

Quick Hits:

  • 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.

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

Downtime Abbey - Episode #243 of CloudFocus Weekly

Catching up on some blogs, the NGO Connect divorce and NA14 outage.
Downtime Abbey - Episode #243 of CloudFocus Weekly

Downtime Abbey - Episode #243

Salesforce Summer 16 Release Notes Rapid Reaction

Huge changes are about in the Summer 16 Release Notes. Here are some hot takes on the notes.
Salesforce Summer 16 Release Notes Rapid Reaction

Salesforce Summer 16 Release Notes Rapid Reaction

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 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).

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

Chrome Extensions For The Win

An overview of Chrome Extensions to help optimize time spent online.
Chrome Extensions For The Win

Chrome Extensions For The Win

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.

Salesforce Hot Keys (Beta)

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.

Salesforce Enhanced Formula Generator

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.

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

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