Tag: salesforce updates

Summer Release- 23
Posted by Saurabh Singh

Salesforce Summer ’23 Release Date + Sneak Peek

News & Events, Quick Tips, Salesforce
Summer Release- 23

Save These Dates: Summer ’23 Sandbox Preview

The sun is gleaming down on the land of Salesforce and so, the Summer ’23 Salesforce Release sandbox preview window is around the corner. Note the dates now so your organization is prepared for the upgrade. According to the rolling 12-month release calendar, Salesforce will upgrade your production instance to the Summer ’23 release. Enter your instance name or domain and click the maintenance tab to view your upgrade date. The next thing you should know is when your sandbox will be upgraded to Summer ’23, as this will be your first opportunity to try out your configurations on the new release. Let’s go over the dates you’ll need to be aware of.

April 13: Sign up for a prerelease environment

Why do you need a prerelease organisation? It is a test environment with new release features enabled, giving you plenty of time to test and determine which ones are appropriate for your organisation. You can log back into your Spring ’23 prerelease org if you already had one. If you’re not sure what features to implement, participate in the Trailblazer Community Treasure Hunt to see what others in the community are excited about.

April 26: Preview release notes are available

Now is the time to read through the release notes. Filters can be used to display only the sections that are relevant to the edition and clouds you are currently using.

May 4: Sandbox cut-off date

Before the scheduled production upgrade, use your sandbox to gain early access to new features and test configurations. To get the Summer ’23 preview in your sandbox, you must have an active sandbox preview instance before May 4. In most cases, nothing needs to be done because your sandbox is already running on a preview instance. The sandbox preview instructions article on Salesforce Help has all the information you need.

May 5: Sandboxes upgraded

If you chose to use sandbox preview, your sandboxes will be upgraded to Summer ’23 this weekend. The sandbox preview, like the prerelease programme, allows you to test new features without affecting your live environment. The 12 sandbox preview, on the other hand, provides the ability to test new features in a configuration similar to your.

May 15: Summer ’23 Release site is live

Salesforce understand that everyone processes release information differently. As a result, the Trailhead Release Highlights module is a quick and easy way to learn about features. To make the process as simple as possible, Salesforce provide demo videos, Trailhead modules, community forums, and other resources.

May 19: First release weekend

Salesforce and a small number of customers are upgraded during the first release weekend. You’ve probably already identified your key features at this point. If you’re ready to upgrade, the Release Readiness Trailblazers group will have all the content you need to educate your organization’s users on the new features you intend to implement.

May 19 to 26: Release Readiness Live

Salesforce admin and developer evangelists introduce their favourite features in the Summer ’23 release. The product management team will then discuss and demonstrate the new features. See how those features work in real time, and get a sneak peek at the 2023 roadmap. Full agenda and schedule details will be posted on Salesforce Release Readiness Trailblazers group in January.

June 2: Second release weekend

During the June 2 weekend, another set of instances is upgraded. If you have any questions, Salesforce Trust page has the most recent information on the upgrade’s timing. And, because the upgrade takes only five minutes, it should have no effect on your operations or uptime.

June 9: Final release weekend

On June 9, all remaining Salesforce instances will be upgraded. If you previously chose not to have your organizations included in the sandbox preview, they will be upgraded this weekend.

For more information or instructions regarding the Salesforce Summer Release ’23, keep following Revolve’s blog Posts.

Digital Transformation Salesforce
Posted by Saurabh Singh

Why all Smart Companies are Banking on Salesforce CRM in this COVID Era

Salesforce

Every business needs discipline to up their customer relations game. Salesforce is a CRM with grit that changes the circumstances of a business confronting all the successful steps. Also, salesforce is the best CRM since 1999 as it brings organized actions and helps the companies stay closer to their goals.

Why Salesforce CRM even today?

Salesforce CRM helps to close deals and boost sales to every business in an efficient way. It brings to light a fast and easy approach to target leads and turn them into loyal customers. So, Salesforce is popular and trusted to assure companies’ scalable growth in the present competitive era and continued growth in an unpredictable future.

Why do people love Salesforce?

  • Salesforce helps in bringing personalized experiences to customers and influence their purchasing decisions.
  • You rely on smart CRM salesforce to get productive with AI leverage. Give your business an added advantage by embedding the potential of AI.
  • Figuring out data patterns helps in understanding customer requirements.
  • Predict the unexpected business trends with the data insights on hand. Salesforce CRM gathers data from every customer interaction.
  • The multitenant architecture helps businesses of every size to outperform. It brings you a world of tools to boost your business.
  • The pre-installed security features help every business to trust and give employer access to prime data.

The Salesforce’s best uses are endless, and it depends on the radar of business goals.

Dare to Miss Business Profits without Using Salesforce cloud:

Salesforce unleashes many cloud offerings like sales cloud, sales chatter, and service cloud. It helps every business nurture leads with fabulous feathers and tools to bring unique customer experiences and monitor sales pipeline.

Join the lakhs of salesforce users to become successful. Salesforce has become popular as it deals with salient features like business workflows and customer management. It whips you up with collaboration tools, a mobile-ready dashboard, and feature-packed with analytics.

Salesforce showers impeccable features to marketers and salespeople. This is a goldmine for business as it helps to integrate social media and emails besides flourishing business with leads. Salespeople close more deals with easy sales. Most of all, Salesforce CRM is affordable!

  • Gartner 2021 Magic Quadrant for Multichannel Marketing Hubs is available here

  • *Source: Gartner, Magic Quadrant for Multichannel Marketing Hubs, Noah Elkin, Benjamin Bloom, Mike McGuire, Joseph Enever, 11 May 2021.

Does your business need Salesforce?

Do you have a marketing team? Then Salesforce CRM helps in creating, tracking, and measuring your marketing campaigns. It pumps your sales team with leads.

Need a Backbone to the Customer Support team? Salesforce CRM helps to track and escalate the client’s concerns promptly.

Managing Teams is never a hassle! Salesforce CRM helps with dashboards and reports features for visibility and manages the teams efficiently.

Equips with Industry Standard training: Try your hands-on industry training manuals that answers every business query of the employees. Increase the functionalities with the integration of Salesforce CRM with any other system your business uses.

Salesforce CRM is for small businesses and huge enterprises with a smart SaaS approach. And to every company that wish to reduce the cost for customers with salesforce CRM. Salesforce is now widespread in the market to enhance customer communication to boost business sales.

Posted by Saurabh Singh

What is Salesforce CRM? – A Beginner’s Guide

News & Events, Success Stories 0

In recent years, there has been an enormous gush in Cloud Computing Technologies. There is one and only such technology which has had an immense impact on the whole world of computing domain is Salesforce CRM. During this entire blog, we will be able to introduce you to Salesforce CRM and can answer: What’s Salesforce? Why we use Salesforce? Where is Salesforce being employed? And why companies are trying to find certified people with Salesforce Certification Training?

How It All Began?

Before Salesforce, Customer Relationship Management (CRM) solutions were hosted on an organization’s own server. Can you even imagine the time it took for companies to possess their own CRM solutions? Well, it generally takes several months or maybe years to install and configure it up and therefore the cost went up too many dollars. Even after putting in, they were extremely hard to use. What would be a feasible solution to this? I’m sure you guessed it – building affordable CRM software and leveraging it entirely online as a service. This was the foremost idea behind Salesforce. Started as a Software as a Service (SaaS) company, Salesforce has grown into the fifth-largest software company within the world.

What Made Salesforce an immediate Hit?

The answer to the present is extremely simple, it had been Cloud Computing. Salesforce wasn’t almost a much better product at a fraction of the price. it had been about replacing the lengthy installation process and moving everything to the web. They changed the business model – no more long-term contracts or expensive licensing deals, anyone could use Salesforce with only an easy 50-dollar monthly subscription fee.

Why Salesforce?

Before we answer the question, what’s Salesforce, let us brief you about why you must choose Salesforce.

Salesforce provides you with the fastest and easiest path from Idea to App. you’ll consider building your app using Salesforce tools, instead of building the infrastructure and tools for your company. This will rescue years of your time and billions of dollars.

Salesforce customers generally say that it’s unique for 3 major reasons:

Fast – Traditional CRM software can take quite a year to deploy, compare that to months or maybe weeks with Salesforce.

Easy – Salesforce wins within the easy to use category handily. you’ll spend longer putting it to use and fewer time figuring it out.

Effective – Because it’s very easy to use and may be customized to fulfill your organizational needs, your clients will find Salesforce very effective.

Salesforce is within the cloud, so your team can use it from anywhere with access to the web.

If you’re a business that’s rapidly changing or else you are a seasoned company that’s been around for years, your business is perhaps changing too. Salesforce is totally scalable to your growth.

Salesforce seamlessly integrates with 3rd party apps. If you would like to integrate Salesforce with Gmail you’ll roll in the hay, if you would like to integrate it along with your accounting software you can also do this too. On the other hand, integration is very tough with other CRMs.

Salesforce is affordable, especially if you concentrate on its vast form of capabilities. Even start-ups, small and medium businesses (SME) can use Salesforce.

What Is Salesforce?

We hope we even have answered your question on why you must choose Salesforce. Now, let me introduce you to Salesforce CRM and answer the queries on your mind: what’s Salesforce? From tech giant companies like Google and Facebook to your nearby small and medium enterprises, all of them use Salesforce CRM services and products to resolve their problems.

Salesforce started its journey as Software as a Service (SaaS) CRM company. Salesforce now provides plentiful software solutions and a platform for users and developers to develop and distribute custom software. Salesforce.com is predicated on multi-tenant architecture. this implies that multiple customers share common technology, and everyone runs on the most recent release. You don’t need to worry about the native application or infrastructure upgrades – they happen automatically. This helps your organization specialize in innovation instead of managing technology.

List of Services and Products That Salesforce Offers?

To understand what’s Salesforce, you would like to understand the various services and products that Salesforce has got to offer and when to use them. Through Salesforce CRM, you’ll be able to access a large range of products and services in social, mobile and cloud domains.

Salesforce Sales Cloud – The Sales Cloud may be a CRM platform that permits you to manage your organization’s sales, marketing, and customer support facets. If your company is engaged in business-to-business (B2B) and business-to-customer (B2C), then the sales cloud is the service your sales team needs.

Salesforce Marketing Cloud – The marketing cloud provides you with one among the world’s most powerful digital marketing platforms. The sales and marketers in your company can use it to manage customer journeys, emails, mobile apps, social media promotions, web personalization, content creation, content management, lead generation, customer relationship, and data analytics.

Salesforce Service Cloud – The Service Cloud is a service platform for your organization’s customer service and support team. It provides features like case tracking and social management plug-in for conversation and analytics. This not only helps your clients to resolve customer problems very faster but also gives your customers access to reliable answers. Using these answers your customers can solve problems on their own which automatically increases your customer delighted.

Salesforce Community Cloud – If you would like to use the best social platform for your organization to streamline and facilitate communication among your employees, partners and customers then Salesforce Community Cloud is that the service you should opt for. you’ll use this platform to exchange data and infographics in real-time.

Salesforce Commerce Cloud – The commerce cloud enables your organization to supply seamless customer service and knowledge regardless of your customer’s location (online or in-store). It also provides for customer data integration in order that your consumers can have a far better experience. If your goal is to supply the customer with positive, engaging customer experience, Commerce Cloud is that the service you would like.

Salesforce Analytics Cloud – The Analytics Cloud provides a business intelligence platform for your organization to figure with large data files, create graphs, charts and other pictorial representations of knowledge. it’s optimized for mobile access and data visualization and may be integrated with other Salesforce clouds.

Salesforce App Cloud – To develop custom apps that will run on the Salesforce platform, you’ll use the Salesforce App Cloud. It provides you with a set of development tools that you simply can utilize to make custom applications. A few tools within the App Cloud include:

Force.com, allows admins and developers to make websites and applications into the most Salesforce.com application.

AppExchange is an online-based application marketplace for third-party applications that run on the Force.com platform.

Heroku Enterprise gives developers the ability to make apps using their preferred languages and tools.

Salesforce Thunder may be a big data and rules processing engine designed to research events and take personalized actions.

Salesforce Sandbox allows developers to check ideas in a very safe and isolated development environment.

Salesforce IoT Cloud – When your organization must store and process Internet of Things (IoT) data, you’ll utilize the service of the Salesforce IoT cloud. The platform is made to undertake massive volumes of knowledge generated by devices, sensors, websites, applications, customers and partners. On receiving this data, the platform initiates actions to offer you real-time responses.

Salesforce Health Cloud – If you’re a Health IT organization and need a CRM system that comes with the doctor-patient relationship and record management, the Health Cloud is what you would like. Through the patient profile, you’ll support one-to-one relationships by integrating information from multiple data sources.

Chatter – Chatter is an enterprise coordination platform from Salesforce that gives access to your employees to collaborate with each other. Chatter can assist you to increase productivity by connecting employees wherever they’re. It also helps in knowledge and data sharing between departments in a corporation or different organizations working together in a single platform.

Salesforce1 – Salesforce1 is that the platform which enables you to develop application and exchange data via Application Programming Interface (APIs). APIs ask prebuilt programming code components.

For further more information about Salesforce products, contact us to get a FREE demo and consultation.

Posted by Saurabh Singh

5 Awesome Dashboard Report Tips for Salesforce Users

Quick Tips, Success Stories

From working as a consultant to being an end-user, reports have often been the most topic for all levels of management within the businesses I even have worked in. one among the foremost factors why companies use Salesforce is the ability to urge the most understanding of how teams are performing, using very less number of clicks.

Salesforce Lightning has opened doors for analysts, administrators and users to inform a more robust story with data. If you’re a noob in Salesforce, or your organization has recently made the switch to Lightning, here are 5 tips you’ll use to induce more out of Lightning Reports and Dashboards.

1. Interactive Filters

Do you have different teams segregated by country, region, or industry? Lightning Reports enable users to pick filters that interest them. Whether it’s viewing reports by a period of time, sales teams or other fields to enable teams to know the performance and trends.

For instance, you’re building a worldwide Dashboard every level of managers in several roles can access. A Director that’s managing teams from different countries can simply make use of dashboard filters to modify views between country teams to visually compare how they’re doing. what’s great, additionally, is that data sharing within the role hierarchy is respected; as an example, a country head Manager with role hierarchy access guaranteed to data for the country they’re accountable for will only be viewing only data associated with his/her team.

Interactive Filters

To start building filters in Dashboards:

Click on + Filter and look for the field that you simply wish to filter by.

Input the Display Name you would like to set for your filter, using Filter Values to filter values by.

Input the Display Text if you would like to point out a text different from the value in Salesforce

Tips for salesforce users

2. Stacked Summaries

With the improved Lightning Report Builder, Stacked Summaries are enabled by default. Users can easily summarise a considerable amount of information for quicker review and comparison.

Stacked Summaries

For example, if you would like to indicate the number of opportunities that are Closed Won, also because of the sub-total of Closed Won opportunities by each country, that’s possible with Stacked Summaries activated at the very bottom of your report page. you’ll view record count by each country, each opportunity owner or other sub-total counts that the report is grouped by.

3. Build Reports Using Columns and Rows

Users can now select which rows and columns to display, with the choice to swap rows and columns to look at what works best.

Build Reports Using Columns and Rows

Take for instance you’re building a report with opportunity owner as your rows, and opportunity revenue as your columns. While building the report, you realized the list of opportunity owners are going to be more suitable to display as columns to enable printing with the remaining of your files into an annual report. you’ll simply hit the “Swap Rows and Columns” to avoid wasting time, rather than dragging fields one at a time to form this change!

4. Filter On-the-fly with Dynamic Reports

Users don’t require editing the whole report if they must look at it with a unique filter applied. With the Lightning Report Filter function, users can easily adjust filters after the report is run as they want while keeping the saved report filters intact.

5 Awesome Dashboard Tips for Salesforce Users

Let’s say you’ve got provided access to a report across topmost management of your organization. Different stakeholders within the management team wish to toggle different views of the report themselves, to fulfill their interests. instead of saving multiple versions of the same report, you’ll simply create a filter and leave the filter value blank. This way, users than creating a Dynamic Report within which viewers can enter filters and run reports quickly – it prevents other users from edits to the most structure of the report. A win-win for everyone!

Dynamic Reports

5. Light vs. Dark Mode for Lightning Dashboards

To differentiate components during a Lightning Dashboard, users can switch between light or dark mode per component, or maybe a special color palette in order that reports viewers are going to be drawn to the extremely important data.

Dark Mode for Lightning Dashboards

For example, you’ve got been building multiple dashboards for the sales team by time period, region, industry. in order to point out a more eye-catching view for a dashboard showing actual revenue vs target revenue, you’ll select properties at the top right page of the dashboard, scroll to the bottom to choose a distinct dashboard theme or palette.

Summary

This post has covered 5 tips you’ll use to urge more out of Lightning Reports and Dashboards. you’ll be on your course for becoming a more Salesforce-savvy user and getting the knowledge you would like within the best way and tell a far better story with data. We Revolve Softech are Salesforce Consultant Partner. For more information and blogs visit our website www.revolvesoftech.com

Posted by Saurabh Singh

Salesforce Acquires Vlocity for $1.33bn

News & Events, Success Stories 0

After Keith Block’s reign as co-CEO, the news that Salesforce is acquiring Vlocity nevertheless marks a crucial step for the new CRM vendor, and one with serious implications for its ecosystem partners. Vlocity is one amongst the most significant and fastest-growing Salesforce-native ISVs, and being swallowed up by its own platform partner wasn’t its game plan when it was launched six years ago.

It is no surprise that Salesforce targeted this startup which has created strong 6 industry-specific CRMs on top of the Salesforce portfolios — communications, media, insurance financial services, health, energy and nonprofits.

But Vlocity’s founders had mapped a much more ambitious trajectory. They were inspired by the success of Veeva, the primary — then far only — Salesforce-native ISV to secure a stock exchange listing with its IPO in 2013, when it achieved a near $5 billion valuation (today, Veeva features a market cap of $22.3bn). Veeva’s early founders, joined by CEO David Schmaier et al. with a background in industry solutions at CRM pioneer Siebel, formed Vlocity in January 2014 with the goal of replicating Veeva’s success on a far grander scale.

A year ago the company was valued at a total of $1 billion and sold for $1.33 billion after raising $163 million. Which means it received 8.2X total invested capital which isn’t a nasty return.

In a recent blog article on the Vlocity website, founder and CEO Mr. David Schmaier put a confident spin on the deal. “Upon the close of the transaction, Vlocity — this excellent company that we, as a team, have created, built, and grown substantially into a transformational solution for 6 of the foremost important industries within the enterprise — will become a part of Salesforce,” he wrote in the blog.

Per usual, the deals are going to be predicated on regulatory approval and shut a while during Salesforce’s 2nd quarter in fiscal year 2021.

Bringing Vlocity into that blend further expands the impression and portfolio of Salesforce’s industry cloud offerings, benefits and adds new fuel to stay its continued growth on the right track. As a part of Salesforce, there’s immense potential to grow the Vlocity footprint than when it was achieving the success as a startup. Perhaps there’s also an addition element to the deal — at a time when Mr. Keith Block is stepping back, Mr. Marc Benioff (Founder and CEO) declared himself sating “especially excited that Mr. David Schmaier is joining into Salesforce family” on last night’s earnings call.

So what do you think about this recent acquisition, Please express your views in the comment section and follow our blogs for latest news and updates about Salesforce technology

Website: www.revolvesoftech.com

Posted by Saurabh Singh

Salesforce new tools to uplift developer experience on commerce cloud

News & Events, Success Stories 0

Salesforce announced some new developer tools today, designed to form it easier for programmers to create applications on top of Commerce Cloud in what’s known in industry parlance as a “headless” system.

What which means is that developers can separate the content from the planning and management of the location, allowing companies to alter either component independently.

To help with this goal, Salesforce announced some new and enhanced APIs that enable developers to gain advantage of features built into the Commerce Cloud platform without having to create them from scratch. As an example, they might make the most of Einstein, Salesforce’s AI platform, to include elements like next-best actions to the project site, the type of intelligent functionality that might typically be out of reach of most developers.

Developers also often got to connect with other enterprise systems from their e-commerce site to share data with these tools. To fill that require, Salesforce is taking advantage of MuleSoft, the corporate it purchased almost two years ago for $6.5 billion. Using MuleSoft’s integration technology, Salesforce can help coordinate other systems like ERP financial systems or product management tools and exchange information between the two legacy systems.

Brent Leary, founder at CRM Essentials, whose experience with Salesforce goes back to its earliest days, says this about helping give developers the tools they have to make equivalent quite integrated shopping experiences consumers have grown to expect from Amazon.

“These tools give developers real-time insights delivered at the ‘moment of truth’ to optimize conversion opportunities, and automate processes to enhance ordering and fulfillment efficiencies. This could give developers within the Salesforce ecosystem what they have to deliver Amazon-like experiences while having to compete with them,” he said.

To help get customers comfortable with these tools, the corporate also announced a replacement Commerce Cloud Development Center to access a community of developers who can discuss and share solutions with each other, an SDK with code samples and Trailhead education resources.

Salesforce made this announcement as a part of the National Retail Foundation (NRF) Conference happening in NY City in the coming week.

Revolve Softech is one of the best Salesforce partner, Consult for a FREE demo and Get assistant with migration.

Posted by Saurabh Singh

Salesforce Lightning Winter ’20 Release – Updates

News & Events, Quick Tips 0

Our Lightning Experience to Salesforce Classic comparison proves that the new Salesforce UI, despite its minor limitations, features a wider and more convenient feature set. During this article we, as a Salesforce partner, outline the recent winter 2020 new lightning features and updates.

Currently, winter’20 release is accessible under the pre-release program. On the 6th and 7th of September, Sandboxes have been upgraded, as a result, your organization will get the design and feel of winter’20 release.

In case you had not read the whole 540 pages of Salesforce Winter’20 release notes, look into winter’20 release quick summary written by Revolve Softech.

We examined the new release notes and highlighted the foremost exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it absolutely was a challenge prevent explaining at just ten! To kick things off, here is our strive against the best and coolest Salesforce Lightning features from winter’20 release.

1. Count Unique Values in Report Results (Beta):- See what number distinct values your report returns with a singular count. For instance, opportunity reports often list multiple opportunities with an equivalent account. Add a singular count to the Account Name column to ascertain what number individual account values appear within the report. Unique counts appear as grand totals at rock bottom of the report and as subtotals for every group.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

To enable it, navigate to Setup (Gear Icon) | Setup | Feature Settings | Analytics | Report and Dashboard interface Settings and choose Enable Unique Row Count Aggregate in Reports (Lightning Experience Only).

2. Filter Reports Using Field Comparisons with Field-To-Field Filters (Beta):- Filter a report by comparing the values of two different report fields. For an instance, see which cases were modified after the deadline by filtering on cases with a final modified date after the closed date.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

To enable it, navigate to Setup (Gear Icon) | Setup | Feature Settings | Analytics | Report and Dashboard interface Settings and choose Enable Field-to-Field Filtering in Reports (Lightning Experience Only).

3. Access the Recycle Bin in Lightning Experience: – You are no longer need to switch to Salesforce Classic to access the Recycle Bin. You will now view, restore, and permanently delete the list of items in your Recycle Bin and therefore the org Recycle Bin.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

Access the Recycle Bin by selecting it within the App Launcher under All Items or personalizing your navigation bar.

4. Set Record Page Component Visibility Rules supported Device: – Give your mobile users exactly what they want on record pages by showing or hiding record page components supported the kind of device they’re being viewed on.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

For components on record pages, you’ll be able to now show or hide a typical or custom component on a record page supported the device it’s viewed on.

5. Lightning Experience Configuration Converter: Scanning and Preparing Visualforce Pages, Hard-Coded URLs, AppExchange Packages, and More: – Streamline and automate common transition tasks using the Lightning Experience Configuration Converter. The Lightning Experience Configuration Converter scans your org for hard-coded URLs, JavaScript Buttons, Action and Buttons.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

Salesforce has made the Actions and Buttons tab generally available. And also the tool now helps with AppExchange packages and hard-coded URLs.

6. Find the correct Record Faster with Recommended Result (Beta): – Recommended Result gets you to the proper record faster when Salesforce is confident that they know what you’re searching for.

At the very top of your search results page, you see a preview of the record. That way you recognize instantly whether it’s the one you need or like. It’s not only highly visible, but it’s also actionable. Similar actions that you simply have it on the record page are here too, so you’ll get more refrained from leaving the search results page (1).

You can also take very quick actions on the recommended result’s related records. Under Related List Quick Links (2), hover over a link to ascertain up to 10 related records and their available actions.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

To see the entire list of related records, click View All. The list opens on a brand new page.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

7. Put the professional in Profile with profile-specific Search Results Layouts (Beta): – Search results should show what matters most. If you’re in sales, knowing the account owner and therefore the industry is critical. If you’re a service rep, the account’s terms are very essential information. With profile-specific layouts, you’ll be able to fine-tune search results layouts for an object for every unique profile in your org. Profile-specific layouts are supported only by objects with customizable layouts. Users who don’t have a profile-specific layout assigned to them see the default search results layout.

8. Make Your Lightning Apps Accessible on Phone, Desktop, or Both: – Once you create or edit a Lightning app, you’ll configure which form factors it supports and may be viewed on. Creating an app only for your mobile app users? Designate that Lightning app for a phone.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

You can give this feature a try in Lightning App Builder promptly, but your changes are visible to users due to the new Salesforce mobile app is released updated on October 14, 2019.

9. Set Public and personal Visibility of Feed Items just in case feed in Lightning Experience: – Agents can control whether a feed item is public or private in Lightning Experience and in Lightning Service Console. Agents can mark feed items public to create them visible to both internal and external users. Feed items marked private are visible only to internal users. Previously, this feature was available only in Salesforce Classic.

10) Add Tabs and Accordion Components to Your Home Pages:- You can now use the Tabs and Accordion components on Home pages in Lightning Experience. You’ll be able to create, update, and delete tabs, then change their order. Or, use the Accordion component to arrange your components into collapsible sections.

Salesforce Lightning Winter '20 Release
Salesforce Lightning Winter ’20 Release

For both Tabs and Accordion, you’ll be able to configure the tabs or sections that your users see, name them whatever you prefer, and add components.

That’s all folks! What are your favorite winter’20 release note gems? Care to share? And comment your views and suggestions.

Revolve Softech is one of the best Salesforce partner, Consult for a FREE demo and Get assistant with migration.

Posted by Saurabh Singh

Strategic Partnership Between Apple and Salesforce

News & Events, Quick Tips 0

Apple and Salesforce have announced a significant new strategic partnership which could transform the way some companies do business.

The companies have teamed up to supply more powerful workplace apps supported iOS and Salesforce, boosting the offering from both firms.

In return, Salesforce is redesigning its mobile platform to permit “exclusive” iOS features like Siri and FaceID to be built directly in to its apps.

“With this partnership, we’re bringing together the world’s #1 CRM platform with Apple iPhone and iPad, the world’s best devices for new and modern way of business,” said Marc Benioff, Chairman and CEO, Salesforce.

“Together, Salesforce and Apple are defining a brand new era of mobile innovation with native apps on iOS, and empowering numerous people with access to Trailhead and therefore the skills they have for the roles of the longer term .”

Salesforce iOS

The tie-up could provide Siri to produce information on the sales potential of subsequent meeting, and also offer an additional level of security using Apple’s biometric facial scans.

“We’re so excited to figure out with Salesforce which is their industry-leading CRM software which will embrace native Apple iOS and deliver exclusive new features and benefits on iPhone and iPad,” said Tim Cook, Apple’s CEO.

“With the powerful combination of iPhone, iPad and iOS — the most effective hardware and software for business — in conjunction with native Salesforce apps and therefore the new Salesforce SDK, we are able to deliver great customer experiences for businesses round the world.”

Salesforce is additionally launching the first-ever version of its Trailhead online learning mobile application on iOS platform, allowing much smoother integration with Apple iPhone and iPad devices. The corporate also will also release the primary Salesforce Mobile SDK optimized for Apple’s Swift program, allowing third-party developers to make new offerings and solutions for the platform.

The Mobile SDK are going to be available by at the end of the year 2019, with the redesigned Salesforce Mobile App and and Trailhead Mobile App both launching next year.

The partners also will deliver iOS apps for industries small, medium business which will serve specific customer needs, the joint statement noted.

Commenting on the event, Apple’s CEO, Tim Cook said, “We are excited to figure out with Salesforce which their industry-leading CRM will embrace native iOS and deliver exclusive new features on iPhone and iPad”.

Marc Benioff, Chairman and co-CEO of Salesforce announced that the partnership brings both the companies together with the leading customer relationship management (CRM) platform with Apple iPhone and iPad.

Revolve Softech is one of the Salesforce implementation partner, Contact us for a FREE Salesforce Consultation.

Posted by Saurabh Singh

5 Ways to Optimize Salesforce in 2020

News & Events

Salesforce, when implemented well, is one amongst the most powerful CRM platforms within the marketplace today. It’s important to balance sense, an efficient organization and a pleasing user experience to make sure your system works well for you and delivers tangible results. Because Salesforce is such a robust application there are features and capabilities that get missed when implementing it. So we put together the list of “5 Ways to Optimize Salesforce in 2020” guidelines you’ll make the foremost out of this through a world-class CRM system.

Salesforce Integration

When implementing the process of data integrations into your Salesforce CRM is a very efficient way to build a unified view of your customer while improving workforce experience while connecting internal databases gives businesses an immense competitive advantage by leveraging data in new and powerful ways. This is often because integrating with existing applications harnesses Salesforce’s API functionality through helping a corporation to realize higher levels of operational value, consistency, and effectiveness.

There are endless options when it involves Salesforce data integration. As a business owner you’ll connect disjointed systems – from data housed on external accounting, HR, and ERP systems – to social media platforms, e-commerce platforms, or on-premises software like Oracle, Microsoft, or SAP. This translates the process into very seamless data management and enhanced business logic for your organization and for your team. Additionally to interoperability, you’ve got security integration options that help integrate authentication and legit tools to enhance your company user experience and reduce user administration process mechanism. With robust API integrations, your business can benefit of information syncing with different vendors across various platforms.

It’s important to explore the various integration options associated with your Salesforce CRM platform, while also ensuring data accuracy and logical configuration. When your firm Consider hiring a team of experienced Salesforce developers who can help your business dramatically reduce integration time to unify and modernize traditional back-office systems and more. 

Salesforce Implementation

Salesforce could be a robust CRM platform with unlimited possibilities. With all those possibilities comes a really rigorous implementation process aimed to form your organization’s ideal CRM application. If you’re implementing Salesforce into your organization for the very first time, you need to consider what processes define your business model. This process can allow you to implement a Salesforce solution custom-tailored to your preexisting infrastructure.

CRM processes like lead flow, campaign set-up, and customer acquisition planning require thoroughness, preparation, and planning. You also need to also consider data maintenance processes that ensure data integrity and cross-silo consistency. The most effective way to transition your legacy CRM to Salesforce is by a knowledgeable implementation partner. Revolve Softech has implemented Salesforce during a diverse set of arenas, and that we understand how those individual arenas react with Salesforce technology, giving us a competitive advantage among generalized Salesforce implementation. An optimized Salesforce platform begins with a singular implementation approach molded to your objectives.

Salesforce Lightning

Lightning-fast user experience and lead flow is important to any business. That’s why Salesforce created a newly evaluated and robust CRM interface designed to increase sales workforce productivity, seamlessly integrated with analytics and business intelligence (BI) aimed to increase sales precision for your business. Salesforce allows you to modify between the both interfaces, Salesforce Classic and Salesforce Lightning. Considering the robust features offered through the Lightning platform, you may want to optimize your CRM processes through this latest upgrade.

The Salesforce Lightning experience features a visually upgraded homepage with an awesome performance chart, a moment calendar module, organized lead flow visuals, and get in touch with and account insights designed to assist your organization sales reps stay organized and digest data smoothly. Additionally, there’s a brand new activity timeline workspace where sales representatives can now create multi tasks, events, log calls, send bunch of emails, and effectively track activities in one place. Leveraging your lightning components and creating a technique where you concentrate on the markup and elegance of the interface to fit your business objectives is vital. Make certain to possess a system in situ where your entire organization can optimize the offerings of Salesforce. Consider hiring experienced Salesforce developers who can assist you build single-page, dynamic applications for various devices and/or write custom components for your team to use or market through Salesforce Lightning Experience.

Salesforce Visual force

Salesforce offers prebuilt software applications which help in improving the CRM functionality. Salesforce Visual force helps in doing just that. However, if you’re not a developer, the appliance of Salesforce Visual force will be a huge undertaking, because it consists of a tag-based terminology, almost like HTML that provides developers the simplest way of building applications and customizing the CRM interface. A few features available through Visual force are custom flow control through its wizards, templates, and on-the-go deployment.

It also contains optional styling elements which give a richer animated interface in comparison to applications designed using conventional elements. Page components are often optimized by Visual force with the help of tabs, custom dashboards, menu items, action items, and personalized console components for specific organizational needs.

Being able to integrate with other web-based interface technologies like JavaScript, or Flash creates customizable user-driven functionality. When it involves implementing Salesforce Visual force into your organization confirm that you simply have an experienced team of developers who skills to harness your business objectives to best optimize CRM functionalities. 

Salesforce AppExchange

AppExchange could be a business app ecosystem for cloud-based business software. a spread of customized apps are available included with customer reviews and suitable for each department and industry. You’ll find components like Lighting Data and Bolt Solutions, consulting partners, and developers to assist you extend the facility of Salesforce through AppExchange. It can play a crucial role in driving positive business results, like increased accuracy, faster order placement times, and reduced costs.

The highest advantage of AppExchange is that the vibrant partner community available to bring your ideas to life. Revolve softech a Salesforce implementation partner company, takes your app ideas from discovery to style and from simple utilities to connectors to custom applications during a seamless stress-free creation. Our developers engineer conceptual, technical and functional designs for your project ensuring you get the simplest value out of this dynamic feature of the Salesforce CRM platform. We’ll add the functionality you would like, including custom calculations, triggered actions, workflows, and more.

Revolve Softech is one of the Salesforce implementation partner, Contact us for a FREE Salesforce Consultation.

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Posted by Saurabh Singh

Future of B2B Commerce & Insights

News & Events, Quick Tips, Success Stories 0

B2B commerce professionals are undergoing a reinvention — to focus additional on Future of B2B Commerce & Insights i.e. digital client engagement and service together with sales. This can be driving growth in international B2B eCommerce that Statista says can exceed $12 trillion in the year 2019, over six fold larger than the B2C eCommerce market. Against this scene, we believed it’d be a decent time to replicate on 2019 and share what to expect in the year 2020.

B2B commerce trends in 2019

Several necessary trends gained traction in the year 2019. The foremost notable? The emergence of service as a remarkable issue for corporations and B2B customers’ embrace of digital commerce. This has resulted in a very whole new wave of compelling B2B client and partner portals. Once B2B corporations assess eCommerce desires from an end-user perspective, several realize they have to deliver efficient digital support from their whole on-line system. This usually means that they have to interchange siloed legacy systems to incorporate product discovery, pricing, and service into a single easy-to-use place.

Headless commerce in B2B

A second B2B trend — headless commerce — has historically been in B2C. However there’s an enormous distinction in however headless is applied in B2B; brands aren’t observing headless primarily to drive entire sites or app experiences. Instead, B2B corporations expect bound aspects of commerce to be delivered via headless, in order that they will invest and differentiate in customer expertise and their digital product offerings. They’re additionally leaning on platform suppliers to deliver additional SaaS technology, conserving agility within the long-term. This matters a great deal in B2B — whereas aspects of a digital expertise will have the benefit of headless, there also are approval workflows, payment complexities, and legal terms and acknowledgments that have the benefit of efficient, out-of-the-box experiences that are perpetually well-kept so far.

B2B and QTC: connection at the hip

We finally see the early stages of what’s going to inevitably become a lot of tighter alignment between B2B commerce platforms and quote-to-cash (QTC) solutions. Traditional QTC solutions specialize in supporting field rep sellers in negotiating and shutting complicated deals. In most corporations, that’s a unique technology stack than for ecommerce. Maintaining complicated valuation and discount logic across multiple systems will be a burden, which might delay or slow B2B commerce adoption plans. Currently that organizations will have each B2B and CPQ and charge on an equivalent platform, additional corporations are exploring opportunities for this alignment. This can likely become one of the more dominant stories in B2B commerce for the predictable future as all modes of commerce become more unified.

How to achieve B2B commerce in 2020

Looking to 2020, there’ll be a continuing specializes in reducing the price to serve customers and partners, whereas providing them with participating digital experiences. I anticipate this notably among industrial segments in need of additional organic growth inside an overall environment of monetary fund restraint. There’ll even be a consolidation of technology with so much fewer piecemeal solutions as several B2B organizations acknowledge that their CRM, service, and commerce apps need to be in synchronize or they’re going to be control back. Any client-facing technology that’s not connected to another customer-facing technology are going to be considered way less helpful in delivering top-shelf customer expertise.

In terms of best practices, some B2B corporations clearly struggle to adopt an eCommerce mind-set. Once you’re simply beginning on the road to eCommerce, it’s necessary to ascertain governance and steering operate on top of eCommerce that’s reflective of the complete client expertise. One amongst the most common mistakes we see from the corporations having one isolated team that drives sales through eCommerce. Commerce should be integrated into and connected with service, sales, and channel organizations. It’s necessary to own an eCommerce team to manage commerce operations; however the governance piece wants participation from all stakeholders. In different words, a whole governance team ought to embrace leaders from client service and support, field sales, distribution and partner sales, additionally to it and traditional business stakeholders. You have got to contemplate however eCommerce fits into all different channels, and therefore the easiest method to try and do that is to drive active participation within the program from all key customer-facing disciplines once you begin the journey. Another best observe is to begin little. It’s easier to begin your eCommerce journey once you’re beginning with a restricted range of customer segments, for instance, small businesses in a very specific territory, or maybe a full geographic for an emerging market. Today’s technology makes it easier to focus on segments and permit certain customers to do certain things. It’s then doable to possess a really targeted roll out, and still make certain you’ve got the structure ability to regulate different channels aboard eCommerce. The restricted initial scope additionally makes it a lot easier to document business method changes for traditional sellers and service channels and fine-tune them within the initial client cluster so future roll outs will have the benefit of new processes additionally.

We here at Revolve Softech are very old Salesforce® implementation partners and have experience in serving to organizations build a lot of out of their Salesforce® instance.

Reach out to us for a FREE demo and consultation

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