Tag: Customer Application Development

Accelerate Your Business Growth In 2023 With Salesforce Spring ‘23 Release
- The Salesforce Spring ’23 Release is packed with new features and enhancements that will help businesses streamline their operations, improve collaboration, and drive growth.
- One of the major highlights of this release is the introduction of Salesforce Anywhere, a new platform that allows teams to collaborate on sales, service, and marketing activities in real time.
- Salesforce Anywhere allows users to create, edit, and share documents, notes, and tasks directly within Salesforce, making it easy for teams to stay on the same page and work more efficiently.
- Another exciting feature in the Spring ’23 release is the new Salesforce Mobile App, which has been completely redesigned to provide a more seamless and intuitive experience for users.
- The app includes new features such as push notifications, offline access, and improved navigation, making it even easier for employees to stay productive on the go.
- The release also includes enhancements to Salesforce Einstein, the company’s artificial intelligence platform.
Don’t forget to check out: Top Salesforce Spring ’23 Sales Cloud Features
- The new Einstein Forecasting feature allows users to predict future sales and revenue based on historical data, giving businesses a better understanding of their financial performance and helping them make more informed decisions.
- Additionally, Einstein Engagement Insights will now support sentiment analysis for voice and text interactions, providing more insights into customer sentiment.
- In terms of customer service, Salesforce has included a new feature called “Case Feed Enhancements” that allows users to view case feed items in a more organised and visual manner.
- The new feature also includes the ability to filter and search case feed items, making it easier to find the information you need.
Check out another amazing blog by Variance here: Top 10 Salesforce Features you Should Know in 2023
- For businesses looking to improve their marketing efforts, the Spring ’23 release includes new features such as the ability to personalize email content based on recipient engagement and the ability to create dynamic lists of leads and contacts based on specific criteria.
Conclusion:

Overall, the Salesforce Spring ’23 Release is packed with new features and enhancements that will help businesses streamline their operations, improve collaboration, and drive growth. With new tools for real-time collaboration, mobile productivity, AI-powered forecasting, and improved customer service, the release is sure to have something for every business looking to take their operations to the next level.
March 21, 2023
Top Salesforce Spring ’23 Flow Features | Salesforce Guide

A flow in Salesforce is a tool for automating intricate business procedures. In other words, it gathers data and uses the data for processes. The declarative interface used to construct individual flows is called Flow Builder. Without utilizing a programming language, one can create code-like logic with Flow Builder.

Utilize Flow Builder, OmniStudio, and Flow Orchestration to create intelligent workflows. Use Flow Integration to integrate throughout any system.

Let’s dive into the latest Salesforce Spring ’23 Flow features;

Flow Integration

Flow Integration has replaced MuleSoft Composer for Salesforce. With Flow Integration, processes can be called in any flow, and data from any system can be integrated with a few clicks. A real-time, integrated view of your customers and business is built when a secure mechanism is developed to link the data in various systems.

Where: Enterprise, Performance, and Unlimited editions with enabled Lightning Experience offer Flow Integration for Salesforce as a paid add-on.

Don’t forget to check out: Spring ’23 New Release Update | All You Need to Know

Using Flow Builder, Insert External Data (Beta)

Automate procedures using external data by developing Flow Builder actions that use HTTP Callout to connect to web-based service APIs. When you input the API’s specifics, Flow Builder creates a reusable action for you to utilize immediately in Flow Builder and throughout Salesforce. Establish direct integrations without using code or a middleware tool like Mulesoft.

Where: For the Enterprise, Unlimited, and Developer editions of Lightning Experience, this update is applicable.

Who: The Manage Flow and Customize Applications permissions are required for admins in order to use HTTP Callout.

NOTE: Currently in beta, this function. Customers may decide whether to test out such Beta Services at their own discretion. Any usage of the Beta Service is subject to the applicable Beta Services Terms, which are available in the Agreements and Terms.

Make Flow Orchestration Objects Shareable (Release Update)

Users no longer have access to Flow Orchestration objects when using the Manage Flow user permission after choosing to Enable Sharing for Flow Orchestration Objects. User access to Flow Orchestration objects is governed by the Manage Orchestration Runs and Work Items user permission, sharing policies, and role hierarchies. Users must still have the Run Flows user permission in order to run orchestrations and complete work items.

Where: This modification affects the Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience.

When: Salesforce puts this change into effect in the summer of ’23. Go to Trust Status, look up your instance using the search bar, and then select the Maintenance tab to view your instance’s major release upgrade date.

How: To apply this update, go to Setup, type “Release Updates” in the Quick Find box, and then click on Release Updates. The testing and activation stages for Enable Sharing for Flow Orchestration Objects must be followed.

OmniStudio Updates

Standard OmniStudio Content is the new name for the setting formerly known as Standard OmniStudio Runtime in OmniStudio Settings. When RollbackDRChanges or RollbackIPChanges is set to true, force a DataRaptor or Integration Procedure to run in standard runtime from Apex. The flyout action container of a FlexCard should be stylish. Speed up the rendering of a long list of records on a FlexCard. For the characteristics of the FlexCard input element, use merge fields to generate dynamic values. To utilize custom labels on a Combobox in a FlexCard feature, disable the Standard OmniStudio Content setting. Replace an OmniScript modal during normal execution. On a Multi-Language OmniScript in standard runtime, custom labels are now supported in the preview.

Who: Customers of OmniStudio using the common objects model are the target audience for these release updates. The custom objects model in OmniStudio for Vlocity clients.

Name Changed for a Common OmniStudio Runtime Setting

Standard OmniStudio Content is the new name for the setting formerly known as Standard OmniStudio Runtime in OmniStudio Settings.

Where: The Lightning Experience, Experience Builder websites, and all mobile app versions in the Enterprise, Performance, and Unlimited editions are all affected by this change.

Who: Customers of OmniStudio using the default objects model.

Check out another amazing blog by Apphienz here: Top Salesforce Spring ’23 Service Cloud Features

Updates to the Integration Procedures and OmniStudio DataRaptors

If the Omni Interaction Configuration setting RollbackDRChange is set to true, Apex will force a DataRaptor or an Integration Procedure to run in standard runtime.

Call a DataRaptor to Run in Core from Apex

If the Omni Interaction Configuration setting RollbackDRChange is set to true, forcing a DataRaptor to run in regular runtime from Apex is possible.

Where: All versions of the mobile app in the Enterprise, Performance, and Unlimited editions are affected by this change, as are the Lightning Experience and Experience Builder websites.

Who: Customers of Industries with a custom-managed package whose orgs have an OmniStudio Permission Set License (PSL) and who have been given the required access rights to OmniStudio standard objects

Why: No existing DRGlobal Apex method could call the DataRaptor in conventional runtime in the past if the Omni Interaction Configuration setting RollbackDRChange in your managed package was set to true. The processStandardRuntime Apex method compels the DataRaptor to operate in standard runtime.

Make the best use of these latest Salesforce Flow features with the help of our seasoned experts Apphienz. Visit our website to know more about our services and write to us at info@apphienz.com in case of any queries.

March 1, 2023
Spring ’23 New Release Update | All You Need to Know
Spring '23 features that align with the core admin responsibilities are:

Release Highlights for Admins

Salesforce Admins drive innovation with four core responsibilities: User Management, Data Management, Security, and Actionable Analytics. In this post, we’ll break down eight Spring ’23 features that map to one of these four core admin responsibilities.

Enable or disable mobile capabilities using the Salesforce Mobile App feature panel.

Flow Enhancements for Admins
- Element iteration limit: ITERATION_LIMIT_EXCEEDED error is now gone from the flows. This was a Flow-specific limit that triggered when your flow hit 2,000 elements
Don’t forget to check out: Top Salesforce Spring ’23 Sales Cloud Features

Note: For your existing flows to take advantage of this, you’ll need to ensure you’ve updated the Flow’s API version.
- Easy HTTP callout builder (Beta) -:
  - You can now create actions that make calls to external web services from within Flow Builder
- Element descriptions are now easier
  - Earlier it wasn’t possible to see an element’s entire description. But In this Release we can see an element’s entire description.
- Screen flow improvements
  - Data Table now Generally Available (GA)
    
    Ability to preview the data table and its columns in the screen builder
    
    Improvements to configuration accessibility
    
    Updated configuration panel in Flow Builder to make things easier to understand and set up
    
    Support for composite fields like Name and Address—no need to add each one individually now!
  - Lookup supported in record fields (Dynamic Forms for Flow)
  - Choice Lookup (Beta)
    
    Flow choice options in a lookup format using the new Choice Lookup component.
    
    we can also represent our object picklist fields in this new format with picklist choice sets, like the standard Account Type Picklist field
- Dynamic Forms for Flow—multi-select picklist support
- Supported components in Spring ‘23
  - Text
  - Date
  - Date Time
  - Checkbox
  - Number
  - Password
  - Currency
  - Data Table
  - Email
  - Name
  - Address
  - Slider
  - Toggle
  - Custom LWCs**
  - **Component must be designed to track change events from Flow
- Record-triggered flow improvements
  - Process Builder migration tool now available
- Orchestrator improvements
  - Record-triggered orchestrations added to the ‘New Flow’ modal
- MuleSoft integration
Check out another amazing blog by Aman here: How to Enable Einstein Chat Bot in Salesforce | The Developer Guide

View all for Dynamic Related Lists

Users now will be able to view all records associated with a dynamic related list. Admins can use a custom label to describe the related list and add as many as 10 filters to the list.
- How does View All work?
The option to view all will appear at the bottom of the dynamic related list component on a record page. There’s no need to enable this feature as it will be natively available. Users will see that more records are available by the presence of a plus (+) sign next to the record count. Clicking on View All will take the user to a new list view page where all (up to 2,000) records matching the filter criteria are displayed in a table.
- What’s next for dynamic related lists?
Dynamic related lists are supported for key objects (Contact, Account, Opportunity, Lead, Case), custom objects, and hundreds of other standard objects in Salesforce.

Permissions Updates

What will remain on a profile:
- One-to-one relationships—login hours/IP ranges
- Defaults—record types, apps
- Page layout assignment—The future is App Builder/Dynamic Forms so we will not invest in bringing page layout assignment to permission sets.
What will be available only on permission sets after EOL
- User permissions (system and app permissions)
- Object permissions (object Create, Read, Update, and Delete [CRUD])
- Field permissions (field-level security [FLS])
- Tabs
- Record types (not defaults)
- Apps (not defaults)
- Connected app access
- Apex classes
- Visualforce pages
- Custom permissions
February 21, 2023
Salesforce Spring ’23 Release Highlights
Kick off those winter chills with some fresh moves from Salesforce’s Spring ’23 update. These new innovations are designed to get your data flowing and increase efficiency across your organization. Let’s look at the top ten features that have us moving and grooving!

Salesforce Platform: DevOps Center is here!

The DevOps Center changes the way we think about change sets. In fact, it greatly mitigates the need for change sets at. It allows for changes to an organization to be tracked via source, currently through Github. This functionality makes it possible for admins and devs to work more closely in an organization. DevOps Center’s point-and-click solution makes it easy for anyone to use.

Getting Started with DevOps

The DevOps is generally available to the Lightning Experience in the Developer, Professional, Enterprise, Performance, and Unlimited editions. To get started, enable DevOpsCenter in your org, accept the license agreement, and install the managed package. After installation, find and select DevOpsCenter from Setup. To gain access, users will need a GitHub account and access to their team’s repository.

Once the set-up is completed, you may work as normal. All changes and additions you make to your organization are tracked in the source, reviewable through the pipeline, and deployed straight into production or other environments. Without needing to track changes manually, your team has more time to spend focusing on the important things, and that has us dancing for joy.

Before creating work items, you must create a new project on the dashboard of the DevOps Center. New work items are created in the Work Items tab. The Pipeline tab shows your current work items and their current stage. You can also view the connected environments and review any changes to staging made on any of the work items in the project.

Work items are created as branches in your connected Github. With the point-and-click interface, creating branches, committing changes, and creating pull requests is a seamless process. Additionally, you can also work within Github itself and those changes will be tracked in DevOps as well. Currently, GitHub is the only supported source repository, but BitBucket is coming soon.

Don’t forget to check out: Top Salesforce Spring ’23 Sales Cloud Features

New to DevOps

Swap a Refreshed Sandbox: When refreshing a sandbox, DevOps will now prompt you to switch the connection from the old sandbox to the new one. It will also ensure that the new sandbox is loaded with the latest source in the pipeline stage’s branch.

Manage Environments More Easily: You can swap a development or pipeline environment with another that is activated. You can also remove unused dev environments, disconnect expired environments, and change to a different environment for a pipeline stage if the pipeline isn’t activated.

Perform a Validate-Only Deployment: With this feature, you can run your Apex tests prior to deployment. It will validate the tests, but will not save any components, enabling you to check the success of your tests prior to actual deployment. Then, later in your deployment process, you can execute a quick deployment to promote changes without needing to run the tests again.

Automation: HTTP Callout in Salesforce Flows (Beta)

You can now include external data in Flow Builder using HTTP Callout. When you add the details of a web-based service API, Flow Builder creates an external service with invocable actions. These can be used immediately in your Flow Builder and across your Salesforce organization. Integrations can be added without code or without using a service such as Mulesoft.

Analytics: Personalized Report Filters

Salesforce is getting personal with report filters. This update brings the ability to filter reports based on the user. Any filter created on a user field, such as Created By, gives the option to use a relative value. When selecting that option, you can choose to filter by the currently signed-in user, creating custom reports personalized for each member of your team.

Sales Cloud: Dynamic Forms for Leads and Cases

Previously, you could only use Dynamic Forms in Lightning Builder for accounts, contacts, and opportunity record pages. Now, you can enhance your lead and case record pages as well. You can even upgrade your old layouts to use the new Dynamic Forms with the push of a button from within the Record Detail component.

You can see in the top image what a lead record’s details tab looks like in the current release. The bottom image shows that same record but upgraded to Dynamic Forms. You can see collapsable sections which can be edited and modified to meet your needs. Combine this with component visibility rules and you have lead and case records personalized and specific to your organization.

Service Cloud: Monitor Contact Center Health in Omni-Channel Wallboard (Pilot)

Using the Wallboard tab in the Omni-Channel, supervisors have access to charts and metrics to help them manage their service teams. They can monitor agent capacity status, maximum wait times, and current work item status. This feature is currently a pilot, so contact your Salesforce account executive to enroll.

Check out another amazing blog by DB Services here: Custom Objects and Standard Objects in Salesforce – The Understanding

Experience Cloud: Create Component Visibility Rules in Enhanced LWR Sites (Pilot)

Getting moving is about being in the right place at the right time. The same applies to the information in your organization. With the new Visibility Rules, you can show or hide individual components conditionally. From the new Visibility tab, you can define logical AND/OR rules to show components and increase user engagement. This feature is currently a pilot, so contact your Salesforce account executive to enroll.

Field Service: Customize Field Service Mobile App with Offline Mobile UI Extensibility

Sometimes mobile users are in areas of low to no service. Now, you can build offline apps with Lightning Web Components to keep your agents productive even when they’re offline. With Lightning Web Components, you can show relevant data and calculated metrics in the dashboard and capture data with dynamic forms. This feature is generally available in the Field Service mobile app for Android and iOS.

Commerce Cloud: Create a B2B Store Built on Lightning Web Runtime

Salesforce has been moving away from Aura components to the faster Lightning Experience, and B2B is the next stop. The B2B Lightning Web Runtime template provides better customization by taking larger components and breaking them into smaller, more manageable blocks.

Industry Clouds

Financial Services Cloud: Show Fields from Multiple Objects on an ARC Node

Previously on an ARC Graph node, you could only show the field from the node object. Now, you can also show the fields from any objects that have a look-up relationship to the node object.

Health Cloud: Contact Center

With the Contact Center, agents can quickly and securely handle members’ concerns. They can verify a caller’s identity, access health data, check insurance-related information, and even deploy actions set up in the Action Launcher. Agents can receive alerts on changes in record information and conduct quick searches of articles and FAQs within the Contact Center.

Spring is a time to get moving …

…and this update is focused on moving data quickly and efficiently to get your organization growing. Whether it’s moving changes from dev to production using the DevOps center, bringing your external data into Salesforce easily with HTTP Callout, or being more mobile and flexible with offline apps, Salesforce finds innovative ways to keep processes and flows moving.

If you would like more information on these updates or to view past updates, please visit the official release notes. If you have any questions about Salesforce or want to see any of the implementations in your own Salesforce organization, contact DB Services!

Need help with your Salesforce digital transformation? Contact us to discuss Salesforce consulting, implementation, development, and support
February 1, 2023
Top Salesforce Spring ’23 Release Features

The wait is finally over. Salesforce Spring ’23 release features are here and we cannot wait to discover the outstanding releases. As we know by now that Salesforce, the global #1 CRM, comes up with three major releases every year with its most innovative and advanced features to stay on top of its game.

Let’s dive right into the latest features.

Analytics

Add relevant user filters to customize Lightning reports. Schedules, recipients, and attachments for Analytics subscription reports. With only one click, templated apps in CRM Analytics may be refreshed, and dashboard pages can be accessed.

Lightning Dashboards: Text and Graphics Enhancement (Beta)

Rich text explanations that are contextually relevant can be used to clarify tables, metrics, and charts. Embedding photos, flowcharts, and company logos are all good additions. Use section headings, narrative prose, and even animated GIFs to lead users through your data.

Where: Lightning Experience in Unlimited Edition is affected by this modification.

How: Make contact with Salesforce Support to enable this feature.

Commerce

New and enhanced functionality for B2B and B2B2C commerce, Omnichannel inventory, Salesforce order management, and Salesforce payments are among the improvements made to the Commerce Cloud.

Increase your Awareness of Shared Group Reservation Counts

When several location groups share a single location, information regarding group reservation counts is now available in Omnichannel Inventory endpoints.

Where: Enterprise, Unlimited, and Developer editions of Lightning Experience are all affected by this change.

Don’t forget to check out: Top Salesforce Spring ’23 Sales Cloud Features

Customer Data Platform

Customer Data Platform (formerly known as Salesforce CDP) enables you to link and synchronize data from various sources, fuel the personalized and linked marketing experiences that your consumers want, and track cross-channel engagement activity.

Track Modifications using Second-Generation Packages

Due to the source-driven nature of second-generation (2GP) packages created with the Salesforce Developer Experience CLI, partners are free to use any tools they like to manage package versions. Instead of saving their development metadata in a developer org, they can also store it in their own version control system. The Customer Data Platform’s 2GP is accessible for relationships, data kit entities, data models and mappings, and streams via Amazon S3. Partners on the AppExchange can use second-generation packages to create, manage, and distribute their apps and metadata.

Where: Every edition of Lightning Experience is affected by this modification.

Customization

By managing picklist values in bulk, time is saved. With Dynamic Forms, you can improve the case and lead record pages. Identify who has access to records and why, and improve sharing to better secure the private information of your users.

Understanding Who Has Access to Records and Why

For your business to secure record access, it is essential to know who has access to a record. To find out with whom a record is shared, look at the sharing hierarchy. You can also discover whether a user’s access is restricted by a restriction rule and the user’s motivation for requesting access.

Where: This modification is applicable to the Professional, Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience.

How: Click Sharing Hierarchy from the Action Menu on the desired record to view a list of users who have access. Click View next to the user’s name to view the reasons for the record’s access or restriction.

All applicable sharing reasons, along with the titles of the owner-based and criteria-based sharing rules, are displayed when you click View.

A notification appears to confirm that access has been blocked if a restriction rule prevents access to the record.

Development

These improvements assist you in creating fantastic applications, integrations, and packages for resale to other businesses, whether you use Lightning components, Visualforce, Apex, or our APIs with your preferred programming language.

Check out another amazing blog by Apphienz here: Top Salesforce Spring ’23 Sales Cloud Features

Using the DevOps Center, Manage and Release Changes (Generally Available)

Manage your releases and modifications by utilizing the DevOps Center’s point-and-click user interface, the source control system directly, or a combination of both. We handle the source control branches behind the scenes so that builders and developers can concentrate on development activities.

Where: The Lightning Experience in the Developer, Professional, Enterprise, Performance, and Unlimited editions is affected by this change. The use of DevOps Center in Government Cloud and Government Cloud Plus has not been evaluated and is not advised.

Who: Every customer has access to DevOps Center, which they may enable from the Setup menu. In the org where DevOps Center is installed, add team members as users to begin using it. Additionally, users need access to their team’s GitHub repository as well as a GitHub account.

Why: Changes are documented in a source control system as opposed to change sets, where you manually monitor your changes. Spreadsheets can go away. Collaboration between administrators, developers, release managers, QA, and other business stakeholders is facilitated by having a single source of truth for configuration and code.

How: Activate DevOps Center in the organization where you intend to install it, agree to the license terms, and then set up the managed package. Enter DevOps Center from Setup in the Quick Find box, then choose DevOps Center.

Sales

With significant improvements to core and productivity features, sales management procedures may be made more efficient. Reps’ work can also be automated. Account Discovery, a fresh tool with dashboards and Einstein Discovery models, is available to Revenue Intelligence users.

Apply Conversation Insights Measures while Providing Enablement

Sales managers have the option of integrating voice and video metrics into their Enablement initiatives and viewing conversation data in reports and dashboards.

Where: This modification is applicable to Lightning Experience’s Einstein Conversation Insights. Performance and Unlimited editions, as well as Enterprise Edition with an add-on, all have Einstein Conversation Insights.

Who: Users with Enablement access can now use this feature.

How: Go to General Settings under Einstein Conversation Insights in Setup to get conversation insights measurements. Turn on the measures for enabling conversations and insight reports.

Salesforce Flow

Create intelligent processes using Flow Orchestration, OmniStudio, and Flow Builder. Utilize Flow Integration to integrate any system.

Without using Code, Import External data into Flow Builder (Beta)

Create Flow Builder actions that use HTTP Callout to make calls to web-based service APIs to automate processes using external data. Following the addition of the API’s specifics, Flow Builder creates a reusable action that you can use immediately both within Flow Builder and throughout Salesforce. Without using any code or a middleware service like Mulesoft, you can set up straight integrations as needed.

Where: Enterprise, Unlimited, and Developer editions of Lightning Experience are all affected by this change.

Who: Admins need the Manage Flow and Customize Applications permissions in order to use HTTP Callout.

Service Cloud Channels

Messaging and Service Cloud Voice now has new functionality. Create messaging components in Messaging for In-App and Web and the upgraded Facebook Messenger channels to convey structured content, such as queries with prepared answers. As well as using Conversation Intelligence to provide agents with real-time advice while on phone calls.

In Messaging for Web, choose a Key Action for Enter or Return.

Where: With Digital Engagement and Messaging for In-App and Web SKUs, the Enterprise Edition of Service Cloud includes this capability. With a Messaging for In-App and Web SKU, this change also applies to Service Cloud Unlimited and Performance versions.

Who: Admins have the ability to modify metadata and customize applications Permissions can alter the behavior of the Enter and Return keys using the Metadata API Functions.

How: Pressing Enter or Return causes a new message to be sent by default. Go to Settings on the Embedded Service Deployments configuration page and choose Press Enter/Return to start a new line of text to alter this behavior. Pressing Option + (Enter or Return), in either scenario, overrides the setting.

These features are just the tip of the iceberg. There is more to unveil in our upcoming blogs in detail. Stay tuned! Meanwhile, if you are looking to implement these features into your organization to stay ahead of the curve, you are at the right place. Get in touch with our experts at Apphienz today to discuss your requirements. Visit our website to know more or write to us at info@apphienz.com.

January 24, 2023
Top Salesforce Spring ’23 Sales Cloud Features

As you might have already read, we went through the top 10 Salesforce Spring ’23 release features in our previous blog. Now, it is time to dive deeper into every individual cloud feature and discuss its functionalities in detail starting with Sales Cloud.

With additional improvements to core and productivity capabilities, sales management procedures may be simplified, reps’ work can be automated, and deals can be closed more quickly. Users of Revenue Intelligence can test out Account Discovery, a new tool that includes dashboards and Einstein Discovery, models. Enablement teams can use Einstein Conversation Insights to check whether their initiatives alter how sales representatives communicate with clients. Experience how simple everything is with the dynamic Activity Composer.

Utilize the updated forecasts page experience and track forecasts based on personalized dates. When using Enterprise Territory Management to track your reps’ territory assignment dates, you may calculate their pay. And use Dynamic Forms to divide record details in leads.

Track the History of the Assigned Territories

Using Enterprise Territory Management, determine the reps’ compensation based on their territory assignments’ beginning and end dates. By reporting on those assignment dates, you can examine sales success, plan for future sales, and determine when your reps participated in deals.

Where: The Performance and Developer editions of Lightning Experience and Salesforce Classic, as well as the Enterprise and Unlimited editions with the Sales Cloud, are all affected by this change.

How: Select the option that begins the process of recording assignment activity in your active model under Territory Settings.

Using Territory Models as the main object, create a custom report type. Territory and User Territory Association Logs object relationships should be added. Run a report that includes columns like Territory Label, Full Name, Start Date, and End Date using the custom report type.

Don’t forget to check out: 4 Best Salesforce Sales Cloud Features to Boost Revenue and Business

Create Personalized Forecasting Pages that are Effective for Your Business

Create personalized desktop forecast pages with all the details sales leaders need to generate precise projections supporting your particular organization. You can create pages utilizing both common and unique components thanks to the simplicity of creating flexipages with the Lightning App Builder. Your website layouts might change as quickly as your sales procedures.

Where: The Professional, Performance, Developer, Enterprise, and Unlimited editions of Lightning Experience with the Sales Cloud are all affected by this change.

Who: Create, modify, and activate predictions pages using the Lightning App Builder with access to see and construct Lightning pages for Salesforce admins.

How: An initial default page is available when Collaborative Forecasts is enabled. It is possible to create many forecast pages and select which ones to activate and assign. Open a forecast page from the Forecasts menu to view and change it. Select Edit Page from the Setup menu after that.

Who: Create, modify, and activate predictions pages using the Lightning App Builder with access to see and construct Lightning pages for Salesforce admins.

How: An initial default page is available when Collaborative Forecasts is enabled. It is possible to create many forecast pages and select which ones to activate and assign. Open a forecast page from the Forecasts menu to view and change it. Select Edit Page from the Setup menu after that.

Additionally, you can design and modify forecast pages by beginning in Setup’s Lightning App Builder.

For the optimum user experience, combine the Forecast Opportunity List component, which displays the related opportunities that contribute to the forecast, with the Forecast Opportunity Summary component, which displays the actual forecast data.

The prediction panel displays at the same height as the Forecasts Summary component if Einstein Forecasting is enabled and a user picks a value in the Einstein Prediction column.

Break Up Record Details in Leads

Create flexible record pages for leads using Dynamic Forms instead of working in the page layout editor. Add fields and field sections using the Lightning App Builder. Configure the fields and sections similarly to other page elements, using visibility rules to display to users only the information they require at the appropriate time.

Where: This modification is applicable to the Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience.

How: The Field Section choice and the fields that are accessible for each object are located on the Fields tab when you create a page using Lightning App Builder. The page can be moved around by dragging portions and fields.

Opening a Lightning page and choosing Edit Page from the Setup menu will allow you to move a layout to Dynamic Forms.

The page can be accessed through Setup’s Lightning App Builder. The dynamic form for the page is expanded by the upgrade setup flow to include the fields and sections from the page layout.

Check out another amazing blog by Apphienz here: 3 Ways Salesforce is Driving the EdTech Industry in 2023

Enable users to Automate and Improve their Sales Processes

Users can save time by quickly creating their own procedures to manage cadence targets they own with Automated Actions. Users can automatically add, remove, pause, or restart cadence goals, as well as alter target assignees, using straightforward if-this-then-that logic, depending on the criteria they specify. Users can design automated actions to add newly allocated leads to a cadence, for instance.

Where: This modification is applicable to Sales Cloud’s Lightning Experience in the Enterprise, Performance, and Unlimited editions.

Who: Users having the Sales Engagement User or Sales Engagement Cadence Creator permissions as well as the Automated Action User permission can access this functionality.

How: Allow users to create automated activities should be enabled under Automated Actions Setup. Then grant users access to Automated Action User. 50 automatic activities may be produced by assigned users.

The users navigate to Automated Actions in the Sales Engagement app. They select the task they want to complete by clicking New.

They then select the object for which they want to set conditions and the field value conditions that cause the action to take place. Actions can be initiated automatically by leads, contacts, personal accounts, opportunities, cases, bills, and engagements.

Two additional sections in the Sales Engagement app allow users to build automatic actions.

By choosing to Add an Automated Action while manually adding a target to a cadence, users can automate adding records to that cadence.

Users can automate adding records to a quick cadence by choosing to Add an Automated Action when building a rapid cadence.

For Important Time Periods, View Pipeline Changes in Pipeline Inspection

To better assess the state of their pipeline, sales teams may now use a set of indicators that demonstrate changes to deals over time. Prior to this, they could only see their pipeline via the lens of anticipated category indicators.

Where: This modification is valid for Pipeline Inspection-equipped Lightning Experience in Performance and Unlimited editions. Revenue Intelligence, which is offered in the Enterprise Edition at an additional cost, also comes with Pipeline Inspection.

Why: Sales teams may focus on the proper deals and decide how to proceed with closing deals with the use of KPIs like new opportunities created, growth or declines in amounts, and late opportunities. When using the Increased and Decreased metrics filters, a Change field enables users to see exactly how changes in one opportunity’s status affect the pipeline as a whole.

The metrics for pipeline changes can also be seen by users in a waterfall chart.

How: Go to Pipeline Inspection Setup to control the metrics that users see. In the section titled “Define How Metrics Are Grouped,” you have control over which metrics kinds are visible. The metrics for Pipeline Changes and Forecast Category are both enabled by default. A drop-down menu allows users to choose between the metrics for forecast category and pipeline modifications.

Hence, these are some of the important Sales Cloud features. If you wish to implement these features into your organization, get in touch with us today. Visit our website to know more about us and the services we offer. In case of any queries, write to us at info@apphienz.com.

January 23, 2023
6 Leading Salesforce Trends for 2022 and Beyond
Salesforce unifies the modalities of numerous departments—marketing, services, sales, and customer management—and accelerates harmonious coordination between diverse company lines in the new hybrid-work paradigm. It continuously improves its functionality and adds new tools to keep up with the newest market trends and innovations. Consequently, you’ll have a digital workplace that enhances speed and productivity and minimizes workflow lag.

The following are some of the Salesforce trends to watch in 2022.

1. Customer 360

Salesforce’s Customer 360 is a collection of Salesforce software products that span the entire company. It’s designed to make it easier for businesses to communicate with their customers by providing a centralized internal operation. It unifies analytics, sales, marketing, service, commerce, and IT under a single CRM platform, allowing all departments to collaborate.

Customer 360 creates a single customer ID and profile that can be used across all Salesforce and third-party applications. This profile is accessible to all teams to provide a consistent client experience. Furthermore, businesses may use Einstein AI to automate monotonous processes, Tableau to monitor data in real-time, and Mulesoft to protect data, and this is just the tip of the iceberg when it comes to what Customer 360 can do for them.

Furthermore, with Salesforce professional services you get a set of add-ons to expand the capabilities and capabilities of Customer 360. Identity, Data Manager, Audiences, and Privacy Center are the four primary components of the Salesforce Customer 360 Truth add-on, as Salesforce puts it.

Don’t forget to check out: Salesforce Spring 2022 Updates – Features to Know About

2. Commerce Cloud

Salesforce created Commerce Cloud to help businesses stand out in a crowded eCommerce industry by streamlining operations and delivering a better customer experience. It is a part of Salesforce Digital 360 and includes many valuable and comprehensive features for successfully managing eCommerce enterprises. It is an integrated platform that allows firms to sell or communicate with their audience across all digital channels they utilize.

Salesforce Commerce Cloud has a number of key features, including:
- Using clicks, code, or headless APIs, helps businesses streamline their payment processes, secure the checkout experience, and make it faster.
- Seamless Upgrades — Salesforce updates its functionality in the background, requiring little or no technical intervention.
- Scalability – The platform can handle traffic spikes without having to plan ahead of time. If there is an unexpected surge in demand, the platform scales silently and without assistance.
- A cloud-based suite of services – including a number of relevant CRM and marketing SaaS services that can be integrated with other corporate needs and solutions.
- Commerce Cloud has two commerce products for consumer brands and retailers: B2C and B2B. B2C Commerce is useful for managing and improving the shopping experience on eCommerce websites with a large number of visitors. Simultaneously, Salesforce B2B Commerce focuses on meeting the needs of B2B buyers making significant purchases and providing premium experiences.
3. The Health 2.0 Cloud

There is no escape from the pandemic’s impact, whether in the larger macroeconomic landscape or within a company’s internal dynamics. Salesforce Health Cloud 2.0 was created by modifying the Health Cloud to meet the changing needs of healthcare centers and patients since the COVID-19 eruption. It’s a tech-savvy digital system that helps medical organizations manage immunizations, contact tracing, and health evaluations while also assisting medical organizations in providing a better healthcare experience. Salesforce Industries Health includes Health Cloud, which is a collection of solutions for all stakeholders in the healthcare and life sciences industries.

Salesforce’s recent event, “The Dreamforce 2021,” used Health Cloud 2.0 and Dreampass to keep all participants safe and secure by enabling COVID-19 security logs for each. It enables healthcare organizations to provide value-based care from any location, as well as tailored and hybrid healthcare services to patients.

4. Tableau CRM

Any firm’s future plan is driven by data, and Tableau CRM makes crafting successful business strategies and finding hidden opportunities a breeze. Tableau, formerly known as Einstein Analytics, offers actionable insights and AI-based analytics to determine the optimal course of action in any business matrix.

It aids business strategists in removing noise from an avalanche of data, detecting trends that might otherwise go unnoticed, and providing a simple and actionable methodology. Tableau is the most complete and in-depth analytics tool available, with the ability to scale as your data strategy changes. Einstein, Salesforce’s industry-leading AI, is designed to make it simple to integrate data into a company’s culture, uncover insights, and improve outcomes. In a no-code environment, it helps data scientists, analysts, and users develop reliable prediction models.

5. Slack

Slack was bought by Salesforce in July of last year, and it has helped millions of businesses around the world streamline customer service operations and accelerate the resolution of client complaints. Slack Connect, for example, allows businesses to securely connect with third-party vendors, distributors, suppliers, customers, and other stakeholders, ensuring that your company’s growth trajectory remains on track.

Slack introduces improved table case swarming features, which connect a customer to a sole owner and automate customer grievance redressal. The owner gets access to a simple and easy-to-use dashboard that gives them all of the knowledge they need to address the difficult problem at hand. In the end, a company’s time, effort, and energy spent on customer complaints are dramatically reduced.

Slack’s objective to make work-life simpler, more pleasant, and productive will be accelerated and extended as part of Salesforce, and businesses around the world are keeping an eye on this trend to see what’s next!

Check out an amazing Salesforce video tutorial here: Get Started With Empowering Your Sales Users in Salesforce Pardot

6. Salesforce+

Salesforce+ is another bold move in the direction of developing an effective and productive work paradigm for a new generation that will more than likely be entering a digital replica of the workplace rather than the pre-COVID office.

Salesforce+ is a visual content streaming service for all positions across all sectors and business segments. Live experiences, podcasts, series, and other content are all included. With over 700 million views, one of its series, “Leading Through Change,” which showcases industry giants and business executives on their corporate journey through the epidemic, has been a huge hit. Another series, “The Inflection Point,” has CEOs from organizations such as Coca-Cola, PayPal, Honeywell, and Workday discussing their life journeys, victories, and difficulties.

One of the most well-known is Salesforce’s annual conference, Dreamforce, which was aired live through Salesforce+ in 2021, allowing attendees from all over the world to participate from the comfort of their own homes. Dreamforce is a program that aims to bring the Salesforce family together for learning, fun, community development, and philanthropy. Attendees can learn about new products and developing technology by attending sessions, workshops, and keynotes, as well as gain inspiration from professionals. Trailblazers from all around the world gather at Dreamforce to share their experiences and learn from one another. Primetime channel, Trailblazer channel, Customer 360 channel, and Industries channel are four broadcast channels that present uplifting and meaningful programming.

Salesforce has been steadily improving since its creation as it continues to match itself with the modern workplace. Customers want quick and easy service, and Salesforce’s digital solutions give the most adaptable, flexible, and streamlined framework for solving complicated business problems.

Final Thoughts

For more than two decades, Salesforce has been the market leader in customer interaction and enterprise cloud computing. Salesforce consultant can make a world of difference for your business. Thousands of customers use Salesforce for customer application development, and the Salesforce CRM platform is always expanding in terms of technological innovation. For example, Sales Cloud can help you increase sales efficiency, Service Cloud can help you provide an exceptional customer experience, Marketing Cloud can help you execute targeted campaigns and customer journeys, and Community (Experience) Cloud can help you engage customers and partners.

Organizations have reaped the benefits of top Salesforce trends year after year, whether it’s cutting-edge data migration or tools for industry expansion, and 2022 will be no exception.
June 15, 2022