Tag: Example

  • Guide to Modify Opportunity Stages of an Existing Sales Process in Salesforce

    Guide to Modify Opportunity Stages of an Existing Sales Process in Salesforce

    With changing times – How we engage with our customers change and also the way we go about our business processes tend to change.

    When we review our  processes to see what is the best fit for the current market – we will periodically come up with a different way to track our sales/opportunity pipeline stages.

    New team members and managers are able to suggest better processes based on their previous experience.

    Salesforce is well know for its flexibility in allowing businesses to customize it as per their unique business requirements.

    The scenarios listed below assumes our existing implementation has multiple Opportunity record types linked to multiple sales processes (in use) tailored to specific business needs. The steps provided outline ways to customize the existing implementation with minimal negative impact for business moving forward.

    Listed below are common scenarios 

    Drop Stages from the Sales Process:

    1. Open Opportunities in the dropped stage should be moved to an active stage. We can inline edit on a list view filtered on record type to quickly manage this if records are few. Alternatively use data loader.
    2. Remove “dropped stage” from Sales Process.
    3. Ensure both Closed Won and Closed Lost stage are defined.

    dont miss out iconDon’t forget to check out: 5 Ways Salesforce CPQ can Transform Your Sales Process

    Example:

    Universal Containers has hired several new Sales Managers on their team and would like to revamp their Sales Process- They have conducted several internal meetings and agreed on the new process. They have finalised the requirement  to remove a stage “Proposal Review” completely in the new process.

    These are the activities we need to perform:

    1.  Identify a refreshed Sandbox where you can perform the changes and test. Perform all Steps listed below on this Sandbox.
    2.  On the Sandbox identified in Step 1 above , Remove “Proposal Review” from the Opportunity object- Stage field Picklist. Test by editing /creating new opportunities and checking that the “Proposal Review” Stage is not visible on the picklist.
    3.  Identify Opportunities to be updated as part of this change (all open opportunities in “Proposal Review”)
    4.  Identify the stage to be updated on open opportunities in “Proposal Review” – This will need interaction with business/sales team/opportunity owners to identify which active stage they would like to move this opportunity.
    5. Update the Opportunities in “Proposal Review” stage with the stage identified in Step 4.Use data loader if number of opportunities to be updated are high.
    6. On the Setup Home screen Quick find box search for “Sales Process”. Navigation: Feature Settings-> Sales -> Sales Processes. Remove “Proposal Review” from your Sales Process. Test on sandbox.
    7.  Plan release date for Production to be the start of a new period like next Fiscal Year,Quarter or Month. This is important because dashboards will look clean when “Proposal Review” does not show up- and we can avoid confusing the users.
    8. Communicate the Planned changes to all stakeholders and train users on the sandbox.

    Add New Stages in the Sales Process:

    1. Define / add “New Stage” in Stage picklist on Opportunity Object with Probability %
    2. Add “New Stage” in Sales Process
    3. Ensure both Closed Won and Closed Lost stage are defined

    Example:

    Universal Containers has hired several new Sales Managers on their team and would like to revamp their Sales Process- They have conducted several internal meetings and agreed on the new process. They have finalized the requirement  to adding a new stage “Negotiation” to the existing process.

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    These are the activities we need to perform:

    1.  Identify a refreshed Sandbox where you can perform the changes and test. Perform all Steps listed below on this Sandbox.
    2.  On the Sandbox identified in Step 1 above , Add “Negotiation” on the Opportunity object- Stage field Picklist. Test by editing /creating new opportunities and checking that the “Negotiation” Stage is visible on the picklist.
    3.  On the Setup Home screen Quick find box search for “Sales Process”. Navigation: Feature Settings-> Sales -> Sales Processes. Edit the Sales Process you wist to modify and Add “Negotiation”  on this Sales Process. Test on sandbox.
    4.  Plan release date for Production to be the start of a new period like next Fiscal Year,Quarter or Month. This is important because dashboards will look clean when “Negotiation”  shows up from a new period – and we can avoid confusing the users.
    5. Communicate the Planned changes to all stakeholders and train users on the sandbox.

    By following this step-by-step guide, we can easily add new opportunity stages and delete opportunity stages from  an existing sales process in Salesforce. Customizing our sales process allows us to align Salesforce with our unique business requirements and make it effective and easy to use for our Sales team. It is a best practice to regularly review and refine our sales processes as our business evolves to ensure optimal performance in Salesforce

  • Send Survey Email On Case Closure on Case without using Trigger and Apex Class

    Send Survey Email On Case Closure on Case without using Trigger and Apex Class

    Send Survey Email on Case Closure​

    We can create Survey Emails without coding and send them to any status of case closure. Use Flow Builder to send email survey invitations to leads, contacts, and users in your organization based on an action, such as when a customer support case is closed. 

    Salesforce Survey is required to use: 

    • Enable and encourage the community. We would need to activate the community after it’s been set up. Any template can be used to create a community. It may additionally be left blank if it is only being used for a survey. 
    • Go to Admin setup and enable Salesforce survey. You must select Community, which Survey will use to compute the public unique link. 
    • Create and assign a permission set that grants Manage Survey and CRED access to Survey objects. This step is only required if you are unable to see Survey in the App menu. 

    Create Survey

    Navigate to the App menu and search for Survey. Creating a new Survey in Salesforce

    Every Survey would have below three options for Admin

    1. Create Survey 
    2. Send Survey to internal or external user 
    3. Analyze (Survey Report) 

    The survey must need to have a minimum of 3 pages – a Welcome Page, questions page & Thank you Page. Each page, at the time of writing this article, contains below question types :

    • Date 
    • Multiple Choice 
    • Picklist 

    dont miss out iconDon’t forget to check out: Boost Your Sales with Effective Email Pitch Strategies in Salesforce

    Step 1:

    Create and activate the survey you want to send. This step assumes you have a community that hosts surveys and that the community’s guest user has access to the Survey Invitation and Survey Response objects. You can only select active surveys when using the Flow Send Survey Invitation action.

    Step 2:

    Determine which field in the object will cause the survey invitation to be sent. This example employs a standard object known as CASE. When the Case’s Status field is set to Close, the invitation is sent. Once the Status is Closed, an email is sent to the related Contact email with a survey link in order for them to complete a Case Closure Survey.

    Step 3:

    Create the flow. Select New Flow. Then select Record-Triggered Flow, as shown below:

    Step 4:

    Configure the trigger to start when the record is created or updated after the record is saved.

    Step 5:

    Create an Email Alert with Survey Link Embedded template with a default address.

    Step 6:

    Create an Email Action to use values from earlier in the flow to set the inputs for the “Case Alert” email alert. To use its outputs later in the flow, store them in variables.

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    ContactEmailOfCase is the new Resource created with a type of text which store the Record id of the Current Related Contact on that Case Closure. Once the flow is activated, when a case status is set to close, a contact associated with a case record will receive a survey email within a few minutes.