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Tuesday, August 04, 2020

Summer '20 Release Highlights

Split view on standard objects

Do MOAR with the handy Object Split View. This is an instant productivity boost so your users can work through records quickly from any list view on any object. For example, your sales reps can work through a “Closing Next Month” list view to click into each opportunity and then click back to the tab. If your reps need to make a phone call or send an email on each of these deals to get an update, they can swiftly log activity against the record and then move on to the next one.

View the release notes here.

Report Subscriptions with Attachments

This is definitely one of those “if I had a dollar” for every time someone asked for a report to be attached as a file in a report subscription email. Now, subscribers will see a new option on the report subscription page which will let them request a .csv file. The file can hold up to 15,000 rows and 30 columns. Subscribers can quickly begin working with the data as soon as the email hits their inbox. Yes, we want everyone to always be in Salesforce BUT hopefully, this will satisfy the folks that need that raw data.

Assign Tasks to Queues directly from a Record

In Spring ’20, we brought you task queues, and now your end users can assign a task to a queue right from the record. It saves them time because they no longer need to navigate to the activities tab to complete this action. Right from the record, they can assign it to a task queue and move on with their day.

Kanban Key Fields and Celebrations

Kanban view delivers more productivity and fun with Summer ’20. First, if your Sales rep reaches an important stage, you can celebrate that success with confetti while in the Kanban view. As they drag that opportunity to the assigned “confetti” stage, they will enjoy an awesome confetti drop.

Second, Key Fields are now available for edit from Kanban! On the right-hand side of the Kanban view, Sales reps can edit the selected opportunity and view the Guidance for Success. This brings the benefits of Sales Path right into Kanban for improved efficiency.


Thursday, February 07, 2019

Spring '19 Release Highlights

Here's a deck that includes some of our favorite new features and functions for Spring '19 release.

Monday, October 15, 2018

Winter 19 Lightning Release Highlights

Here's a deck that includes some of our favorite Lightning functions, updated with several new features added in the Winter '19 release.

Wednesday, October 11, 2017

20 Reasons to Move to Salesforce Lightning NOW!

If you were thinking about moving to Salesforce's latest user experience, Salesforce Lightning, you might consider doing it with the release of Winter '18. Attached is a deck we put together of the best features in Lightning.

Thursday, November 17, 2016

How to view/edit converted lead records in Salesforce

In Salesforce, once leads are converted, you may view some details in lead reports, but all lead views and individual lead records are hidden from user view.  However, if you enable a user interface setting and create a Permission Set with two new Permissions (Spring '16 release), you can view these records and do a few more actions.

To enable the user permissions, first enable the organization preference on the User Interface page. From Setup, enter User Interface in the Quick Find box, then select User Interface under Customize. After you enable the organization preference, enable one or both of the user permissions in a permission set or profile. You can set audit fields only in API-enabled editions of Salesforce.

Please consult this Salesforce Help page for all the details.

Monday, November 14, 2016

How to get in your customers head, if you're a B2B marketer

Recently, I had the good fortune to work with the customer success team at Pardot, on behalf of a client of mine.   The team at Pardot was great, helpful and very insightful about how to operationally setup their B2B marketing automation solution.  I think it's a great solution, and if you're using Salesforce, it's a tighter technology solution than others out there.

The other recommendation they provided was to check out their Marketing Automation guru-in-residence, Mathew Sweezey @msweezey.  I did and was really impressed.  Here are two very insightful videos to help you better understand the current state of B2B marketing and what we need to do as marketers to be successful.  I highly recommend both...

slight twist on content

Wednesday, October 26, 2016

Are you bored at work?

My client Udemy launched a new 2016 Udemy Workplace Boredom Study. I wanted to make sure you saw it as it has some interesting findings around why levels of employee engagement are so low and what companies can do to fix it.

In this study, Udemy looked at why people show up to work so uninspired and what organizations can do to ignite increased passion in their employees. In this study you can learn about:
  • The most disengaged segments of the workforce
  • The consequences of boredom at work
  • The causes behind worker apathy
  • How business and HR leaders can drive employee passion and productivity through learning