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Salesforce

Formula Fields: A Powerful Way To Control & Display Key Data

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses.

This time, John walks users through how to automatically calculate values in Salesforce Classic & Lightning. By working with formula fields within Salesforce CRM, users can automate and display valuable information at-a-glance.

Part 2 – How to use the formula editor in Lightning Experience!

Stay tuned for our upcoming webinar on Thursday March 28th, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist on Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know.

Follow us on Linkedin or Tweet us your questions or suggestions for future videos!

Don't Miss Our Previously Recorded Webinar on Matching Rules & Merge Records!
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Curb Dirty Data: Clean Up Duplicates With Salesforce Matching Rules & Merge Records

Salesforce.com How-To: Merge Records Prevents Duplicates From Complicating Sales & Marketing Initiatives

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses.

Coming in hot for Pi Day 2019, John demonstrates how to merge records and set matching rules in Salesforce Classic & Lightning. By consolidating duplicate records within Salesforce CRM, teams across all business functions can effectively and accurately make knowledgeable decisions about their customers.

What is “dirty data” and why is it important for organizations of all sizes to implement culture-wide clean data practices?

According to a Harvard Business Review article by Thomas C. Redman in 2016, U.S companies are squandering $3 TRILLION per year on ineffective business efforts due to dirty data.

It’s an eye-popping figure that highlights common inefficiencies that continue to bog down companies of all sizes today.

Dirty data applies to records that are: badly-formatted, incomplete or outdated, and duplicates.

  • Duplicate data can cause confusion amongst departments
  • Outdated data affects reporting & business initiatives.
  • Bad Data = Costly consequences

via HBR.org

Clean data practices ensures:

  • Data is reliable & accurate
  • Teams can make knowledgeable decisions, faster
  • Saves times & increase efficiency
  • Quality leads generation

Rather than relying on users to manually detect inconsistencies in their CRM, we can take proactive measures with Salesforce to prevent duplicate records from being created. Merge records consolidates your existing records and match rules helps prevent duplicates from being created or imported in the future. It is an important step in keeping information accurate and maintaining positive relationships with customers

For Salesforce Lightning users, click play below watch how to create matching rules and merge records.

Stay tuned for our upcoming webinar on Thursday March 21st, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist on Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know.

Follow us on Linkedin or Tweet us your questions or suggestions for future videos!

Don't Miss Our Previously Recorded Webinar on Keep Org Data Clean Field Dependencies in Salesforce Classic!
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Setting Up Email Templates in Salesforce

Salesforce.com How-To: Email Templates Helps Ensure Consistent & Timely Communication

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses.

This time, John walks users through how to create email templates in Salesforce Classic & Lightning. By working with email templates and creating emails within Salesforce CRM, Sales and Support teams can continuously track the activity and flow of communication happening with their customers and prospects.

One of the best ways to increase the likelihood of getting a reply for your sales emails is to reach out to leads as quickly as possible. We found that leads that are less than one week old are most likely to reply. Overall, it is best to hit leads while they are fresh to maximize your likelihood of getting a response.

GILAD RAICHSHTAINSalesforce

Timely correspondence is one of the foremost ways to stay recognizable. An opportune check-in or followup email promotes both credibility and professionalism in your customers’ eyes. As your sales and support team grows, maintaining consistent messaging can save everyone A LOT of time sorting their inbox and task list.

In the video below, watch John demonstrate how to create email templates in Salesforce Lightning!

Stay tuned for our upcoming webinar on Thursday March 14th, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist on Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know.

Follow us on Linkedin or Tweet us your questions or suggestions for future videos!

Don't Miss Our Previously Recorded Webinar on Keep Org Data Clean Field Dependencies in Salesforce Classic!
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Keep Org Data Clean With This Field Dependencies Salesforce Demo

Salesforce.com How-To: What are Field Dependencies?

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses. This time, John walks users through field dependencies and how to create them to display appropriate picklist values based on contextual data from a controlling field. This help teams work more efficiently and keep org data clean.

To better illustrate what field dependencies are, below are terminology as defined by Salesforce Trailhead that may be handy for some of our viewers.

Picklists – “A selection of options available for specific fields in a Salesforce object, such as a list of regions.

Picklist Values – Single value from a list of options rather than make an entry directly in the field

Field Dependencies – “Filters that allow us to change the contents of a picklist based on the value of another field.

Stay tuned for our next webinar on Thursday March 8th, 2019. Subscribe to CRMD’s Youtube Channel to watch our complete playlist of Salesforce tutorials.  Get answers to all of your CRM needs for you and your business. If you found this content helpful, let us know! Leave a comment with your questions or suggestions for future videos.

Don't Miss Our Previously Recorded Webinar on Record Types in Salesforce
Planning to implement Salesforce for your business? Talk to one of our CRM experts

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Understanding Record Types in Salesforce

Every Thursday, our very own John Pontius, CRMD's business analyst and internal guru shares tips for Salesforce users and highlights the power of automation for businesses. This time, John walks users through use-case for record types, why it's especially important for managing leads and explains how to create them in Salesforce.

WATCH FULL DEMO: Create Custom Record Types in Salesforce Classic

John Pontius is a Business Analyst with CRMD and has worked in the Salesforce platform as a Sales Manager and Administrator for over six years. He  holds his Salesforce Administrator, Advanced Administrator, Sales Cloud Consultant and Platform App Builder Certifications and finds particular joy in helping clients eliminate repetitive, time-sucking actions through automation.  

Salesforce Spring Release Highlights 2019

The vernal equinox is yet here but Salesforce Spring Release has arrived!

(ICYMI: Punxtawney Phil prognosticates positive percentages)

We highlight all the key features in the latest Salesforce spring release notes so you can dive into all the changes coming to Sales Cloud, Service Cloud, Lightning and Einstein.

Tweaks to Lightning Experience & Salesforce Classic

Spring 2019 introduces the new Lightning Flow Builder, a drag-and-drop functionality with a simplified toolbox. The Flow Builder will be the default for all orgs, and no migration is needed.

Other smaller changes we can soon expect is Pinned List View, which makes any list the default view, Subtabs and Pop-out utilities in the Lightning console window as well as the ability to clone sandboxes and simpler user email addresses format.

It’s clear in Salesforce recent announcement that the company is keen on globalization. This release includes new question type, targeted invitations, custom reports, and link expiration in addining to improved translation for Surveys.

CPQ & Salesforce Billing

Salesforce has expanded CPQ & Billing flexibility with usage-based pricing and consumption schedule. In Pardot Advance, users now have access to the Einstein Behavior Scoring, which is based on prospect engagement activities.

Lightning Scheduler & Dialer

With Lightning Scheduler introduced, the ability to set appointments, office hours and required attendees is now easily accessible in the console. Available for Enterprise and Unlimited editions at an extra cost, Lightning Scheduler and Lightning dialer personalizes appointments and auto-create records.

New in Quip

New live apps for this release include the ability to directly embed from Box and Dropbox with Filesharing and placing live Salesforce data inside quip documents with Salesforce Record live app. In addition, the new Quip Document Lightning Component allows edit/comment/embed options on live documents, spreadsheets, and slides. Quip Slides connect live data and charts with team-based slide presentations and Task Drawer helps consolidate list of all user assigned tasks.

Community Cloud in Salesforce Spring Release

Create custom-branded apps for iOS & Android with pre-built components using the Mobile Publisher for Community Cloud.

Partner Account Relationships will enable point-to-point sharing of select information from a lead or opportunity between partner types, such as distributors and resellers.

Reuse components and design libraries built with 3rd-party UI frameworks using the Lightning Container Component.

Critical Updates.

Beginning February 2019, Salesforce classic will be sent out to the pasture. All innovations will transition to Lightning Experience. The Migration tool is available to move from Classic to Lightning Knowledge. This transition introduces a name change, as Lightning Component are now called an Aura Component. Aura Components and Lightning Web Components work in conjunction as part of the Lightning Component framework. Another item set to retire: Customizable Forecasting.

Planning to implement Salesforce for your business? Talk to one of our CRM experts

Data Storage Increase

Salesforce users will soon get the added benefits of an extra 10GB of minimum storage to their total organization, starting March 2019. Per Salesforce’s release notes “This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce app in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, and Unlimited editions.”

High Velocity Sales

The latest in Sales Cloud will introduce the Sales Cadence Builder, a processes flow sequencing the activities and steps to successful sales. Spring 2019 also introduces an improved lightning Scheduler as well as Lightning dialer, a native click-to-call in the Salesforce console. Click here to watch a demo of the builder and High Velocity Sales in action.

Einstein AI

Users may remember Einstein Lead Scoring by its former name, Predictive Lead Scoring, but the 2019 version adds a lot more meat (and machine learning) to the recommended actions feature. With Lead Scoring, Einstein will recommend ‘spot-on’ next best actions to convert leads, such as setting a follow-up appointment based on past interactions and lead data.