Tag: Single Interface

Improve Self-Service in Your Online Community With KaseSync

Did you know that 78% of consumers discontinue their relationships with brands due to poor customer service?

That’s quite an alarming percentage, isn’t it?

In today’s tech landscape, delivering impeccable customer service is everything. The reason is that the customers’ demands from a brand are constantly on a rise. Not just this, savvy customers want to help themselves in real time by finding answers to queries.

In case you are a Salesforce Service Cloud user and you have a community hosted on the Khoros platform (previously known as Lithium) or similar platforms, then you might find yourself shuffling between these platforms often.

Your community users expect an instant response. So, delayed responses can hamper CX. So, how do you ensure that you’re delivering a smooth experience to them? That’s where the need for an integration tool that improves community self-service comes into play.

Enter – KaseSync

KaseSync is a comprehensive case connector that enables your customers to easily navigate to helpful resources such as tutorials, documents, discussion threads, etc., all the while improving self-service in your online community.

How Does KaseSync Work?

Kasesync creates a bi-directional flow of information between your community and your CRM. Community members can raise a case directly from the community, and it will be updated on the CRM. Now, the case is listed on both ends – community and CRM. The support team can not only view but also respond from their end. Similarly, the response will be reflected in the community in real time. It cuts down the resolution delay significantly. This is how KaseSync integrates CRM and Community for better support and a stellar community experience.

The connector equips your community with your support capabilities. This enables your customers with a quick case escalation process and case management, without leaving the community. As a result, you deliver an excellent community experience at lower support costs. Here’s how:

Step 1. Users can create a case directly in the community or the CRM.

Step 2. Once the case is created, users can easily edit the case if required. They can see selective fields if they edit the case in the CRM.

Step 3. Lastly, the case gets listed in the list of cases, both in the community and the CRM.

Let alone creating a case, by implementing KaseSync, you empower your members to re-open cases, edit them, see progress in real-time, and more, directly from the community.

Don’t forget to check out: Which Add-ons Are The Most Popular In The Salesforce Community

Advantages of Implementing KaseSync in Your Online Community

Online communities are powerful outlets that brands can leverage to gain deep insights into their customer’s behaviours and preferences. If you already have a customer community, you might be well acquainted with the fact that online communities are an ideal channel for user onboarding and increasing case deflection rates.

But with customers becoming more informed, their expectations from brands are altering. Now, they look for information that answers ‘why’ they need to purchase a service or product and how it will add value to their operations.

You must ensure that your community is equipped to deliver efficient support to your users in the form of self-service.

How KaseSync optimizes your community:

1. Improved Customer Experience: With KaseSync in place, you can ensure that 100% of users get instant responses. The simple mechanism of the connector escalates unanswered questions to your support teams.

2. Prompt Support: The connector enables your support agents to connect with your customers directly from the community. Once the case is resolved, the agents can log-track-close a case without having to leave the CRM.

3. Better Transparency: The connector empowers you to maintain transparency between your customer and users by always keeping them updated. The updates from support agents are reflected directly to customers in the community.

4. Optimized Service Cost: By implementing the connector in your community, you empower your customers to perform searches easily and receive real-time accurate results that resolve their queries in a breeze. This increases the case deflection rate as the users who create cases find results from multiple interconnected knowledge sources.

Why is KaseSync the Ideal Choice for Your Community?

Here’s what you can achieve by integrating your community with KaseSync:

1. Effortless Case Escalation: With this feature, delivering professional assistance to your community users is just a click away. Customers can escalate a case by clicking on a single option and sending the entire discussion thread in the community to your support team.

2. Seamless Data Sync: This feature of the connector enables you to maintain transparency between your community users and support team. You can ensure an unhindered bi-directional flow of information between your customers and the support reps, all the while improving the CX.

3. Suggestive Case Search: The suggestive search feature ensures that your community users can filter through numerous helpful articles on your community and find the most accurate information. This not only helps them to resolve their queries in real-time but also minimizes case escalation.

4. Complete Administrative Control: Depending on the scale of business, goals, and guidelines might vary. KaseSync is configured in such a way that it can be modified per the needs and requirements of your business.

5. Hassle-Free Case Management: With KaseSync in place, your community users can track the progress of their cases and view all closed cases. They can also view the support staff’s comments on the case and respond using a single interface. Also, the customized case feature allows members to re-open, edit, and close the cases again.

6. Case Management With Partner Support: Not only does KaseSync case connector make it easier for community users to escalate a case, but it also empowers your business partners or stakeholders to provide exceptional customer service. Your partners can view and or comment on cases on behalf of their customers.

Check out an amazing Salesforce video tutorial here: How to Set Up Salesforce Customer Community

KaseSync can take your community game up a notch by delivering a seamless support experience. With its bidirectional data flow, it offers quick and transparent case handling. With suggestive search, you can maximize your support team’s efficiency by increasing the case deflection rate in your community. So, leverage this connector to enable your customers with prompt support and a superior experience.

Wish to Learn More About KaseSync? Talk to us!

Level up on your community game with our custom solutions and connectors. To know more about our products and services, drop us a line at info@kasesync.com, and we’ll take it from there.

August 29, 2022
Salesforce Spring ’22 Release – Get to Know the Highlights
Here we are standing at the beginning of a brand new year full of promise and opportunity, both for ourselves (failing resolutions notwithstanding) and our businesses. And in the spirit of the season, Salesforce is also looking toward the future with the release of its Spring ’22 update!

In this release come many highly anticipated enhancements that will allow users to improve efficiency, build more powerful automations, and extract more value from the platform. Here are some of the most exciting highlights from the release:

Platform: Flow Orchestrator

Coming out of beta and with some additional functionality, the Flow Orchestrator gives admins greater ability to build and coordinate complex processes that involve multiple people over multiple stages with multiple flows.
Some key functions this tool offers to users:
- Orchestrate Multiuser Processes – Without using any code, you can now combine new and existing processes into a single interface. Steps allow you to define which flows to add and where, including the assignment of users to each step and where the flow appears for them. Stages allow you to group steps together and can utilize decision elements for more complex logic.
- Customize Entry and Exit Conditions with Evaluation Flows – Evaluation Flows allow you to define custom criteria for stage exit conditions and step entry and exit conditions.
- Assign Interactive Steps to Groups or Queues – Instead of assigning an interactive step to an individual, you can assign it to a group of users and avoid process bottlenecks.
- Process Background Steps Asynchronously – Background steps enable users to call autolaunched flows and run without user interaction. Now, when an autolaunched flow is called in the background and contains external callouts, you can mark that step to be processed asynchronously to prevent orchestration errors.
Sales: Collaborative Forecast Enhancements

Released in 2018, collaborative forecasts have enabled users to plan their end-to-end sales cycle and achieve more realistic sales expectations throughout their organization. Some enhancements for this tool found in the release:
- More Efficient Collaborative Forecasts Setup – Setup has never been easier with an improved user interface including a new look and configuration items brought together on a single page.
- Quick Insights from Core Forecasting KPIs – Add new columns to your forecasting grid to calculate Gap to Quota and Pipeline Coverage and avoid time-eating metric calculations.
- See Recent Changes in Forecast Categories – With the ability to see week-over-week forecast changes, you can now be more aware of when to adjust your forecasting strategies.
Service: Workforce Engagement

This new offering for call centers features a suite of tools aimed at improving scheduling forecasts and agent happiness. Here are some key takeaways:
- Long-Term Forecasts – Workforce analysts have been using intelligent forecasts to plan staffing needs around anticipated workload volumes on a 12-week horizon. Now they can project out to 52 weeks.
- Long-Term Capacity Plans – Budget and hiring capacity plans enable call centres to meet customer SLAs through predictions made by Omni-Channel plans. Similarly to the forecast update, this extends the capacity plan horizon from 12 to 52 weeks.
- Historical Adherence Metrics – Build better schedules by comparing anticipated schedule adherence versus actual adherence. Planners now have access to the Historical Adherence Dashboard and see statistics for schedule adherence, conformance, Omni-Channel status, and scheduled versus presence time.
- Mass Shift Update – This tool allows planners to update shifts in bulk, defining criteria to select a batch of shifts and assign agents, update shift statuses, or both.
- Limit Non-Standard Shifts – Agent work-life balance is important and not all shifts are desirable. Scheduling rules that limit inconvenient shifts assigned to each agent enable planners to employ more equitable shift scheduling.
Don’t forget to check out: Gear up Marketing Automation with Salesforce Pardot

Pardot: Enhanced Landing Page Experience

In the Winter ’22 release, Enhanced Landing Pages for Pardot gave users some really useful features to create landing pages including Drag-and-drop builder, responsive design, Salesforce CMS images, and Salesforce reporting.
This update brings even more options to configure your landing page.
- Customize Pardot Form Styles – Dial in the look of your Pardot forms with the added ability to apply colours, fonts, margins, and more.
- Set a Redirect for Unpublished Landing Pages – Users now have the ability to define a custom redirect URL when a Pardot landing page is removed from the internet.
- Add Scripts – Enhanced landing pages now support script code in the header or footer of an individual landing page using <link>, <script>, and <style> tags.
- New Page Layouts and Breadcrumbs – With new prebuilt layouts and breadcrumbs for row editing, creating an Enhanced Landing Page can be lightning fast.
Experience: Archive Experience Cloud Sites & Maintenance

Retiring a website can be a bittersweet experience. You’re happy with the look of your shiny new site, but you may want to keep the old one around for reference, in which case, you could archive it… unless it was a Salesforce Experience Cloud site. Until now!

Salesforce has added a new Archive button to the detail page of your site, which makes the URL unavailable to all users and instead displays a site under maintenance page. If you ever decide to bring it back, you can simply unarchive it. Users can archive up to 100 sites and they do not count against the 100 active site limit.

Commerce: B2B Promotions

Several new types of commerce promotions have been created for B2B stores, allowing you to offer your customer coupons, fixed discounts, and more promotions per cart.

Additional updates include creating multiple product discounts for the same promotion, the ability to view all promotions applied to an order, and Commerce Promotions API access through Apex.

Analytics: Edit Multiple Fields Inline on the Report Run Page

For anyone who has ever wished they could make inline edits to multiple fields and clean data from within a Salesforce report without rerunning it every time, your wish has been answered. A welcome enhancement to the Inline Edits on Reports from the Summer ’21 release, the added functionality allows you to make edits to a field with related fields on the same record. When you do this, the related fields are marked as Pending and are updated with the new value upon saving the edits. Multiple-field inline editing for reports has entered Beta testing and will be available to most users in the Spring ’22 release.
Check out another amazing blog by DB Services here: Salesforce Implementation Checklist: 9 Steps to Success

Field Service: Bundle Service Appointments

A small but important enhancement here is the ability to bundle short appointments at nearby locations allows you to assign a service tech to the bundle to complete them in succession. Additionally, you can automate the creation of bundles and save time on assigning multiple service appointments.

CPQ: Browser Performance Improvements

Anyone who has dealt with a complex CPQ implementation knows how slow it can be to run certain operations. By utilizing new Web Components V1 tech, Salesforce has made the program far less browser-hungry. This update was first made available in the Summer ’21 release and will be enforced in Spring ’22.

Industries: Net Zero Cloud

Sustainability Cloud is now Net Zero Cloud and has become a core Salesforce App. It promises to help collect, categorize, and analyze energy usage and greenhouse gas emissions data throughout your organization’s business activities. This allows you to gain accurate insights into your carbon footprint and identify areas of improvement.

Conclusion: Resolve to Work Smarter

With all these awesome enhancements and much more, the Spring ’22 release should provide plenty of motivation to kickstart your year with a renewed commitment to continuous improvement. If you wish to learn more about these updates or the others included in the release, please check out the official release notes https://help.salesforce.com/s/articleView?language=en_US&type=5&release=236&id=release-notes.salesforce_release_notes.htm

If you have any questions about Salesforce or want to talk about your Salesforce needs, contact DB Services!
January 24, 2022
Salesforce Commerce Cloud Implementation
Salesforce is a globally trusted and most popular cloud-based platform that offers a wide range of digital products to businesses to increase their potential, acquire new capabilities and deliver a better experience to their customers. One of the products offered by Salesforce is SFCC or Salesforce Commerce Cloud. There are many companies all around the world that offer Salesforce Commerce Cloud Services.

In this article, we will discuss the features and benefits of Salesforce Commerce Cloud and some of the best practices to follow while implementing SFCC to ensure optimum performance.

What is Salesforce Commerce Cloud (SFCC)?

Earlier known as Demandware, the Salesforce Commerce Cloud is a cloud-oriented service to unify customer interaction and multi-channel/multi-device engagement. It empowers businesses to stay connected with their customers during their physical as well as digital interactions to build more personalized, seamless, and consistent customer journeys.

SFCC is equipped with the competent toolsets and purpose-specific features to effectively take care of different business-related tasks including plan, launch, market, and track their online stores. Some of the key features of this solution include customer service management, Content management, orders management, inventory management, and building a personalized purchasing experience among others.

What Does Salesforce Commerce Cloud Do?

With SFCC the enterprises can efficiently communicate and link with their clients during different growth phases of their purchase journey through different touchpoints like social, web, store, and mobile. The enterprises get an uncomplicated and unified interface for diverse commerce-related tasks like launching one or more brands from one location, nurture leads, drive conversions, and inspire loyal brand evangelists.

Salesforce Commerce Cloud has made it quicker and more effective for businesses to connect and communicate with their customers by competently integrating a range of diverse USPs. Cloud-based ecosystem ensures anytime, anywhere connectivity and seamless integration allows for combining different strengths to multiply competency.

B2B Vs. B2C Salesforce Commerce Cloud

To help enterprises serve the interests of their customers more competently the Salesforce commerce cloud is divided into 2 different branches. B2B commerce is specially designed to help business to business companies while B2C commerce is equipped with a diverse range of features for providing a personalized experience to the end clients.

B2B commerce cloud: B2B Commerce provides an extensive range of features to help enterprises sell at scale- immediately and more effectively. It is equipped with the right set of features to tackle huge orders and more nuanced shipping functionality while ensuring streamlined and quick checkouts. By hiring B2B Commerce Cloud Partners, the companies can use its smart features to cater to the demands of their business clients more efficiently to deliver personalized services.

B2C Commerce Cloud: With the help of B2C commerce the enterprises can create multiple websites for their different brands and manage all of them through a single interface. It is also equipped with competent features and tools so that businesses can use more interactive communication mediums like email and social media to interact with their customers at a deeper level. It allows businesses to build a personalized experience on the web as well as mobile channels.

Don’t forget to check out: Get to Know About the B2B Commerce Data Model | Salesforce Help Guide

Benefits of Salesforce Commerce Cloud

SFCC offers a wide array of different benefits for businesses as well as end clients. Here are a few key benefits of SFCC:
- Advanced Customer Data Integration for Deeper Insights
Customer data integration is one of the major USPs of SFCC. It allows businesses to seamlessly integrate the vital customer data gathered from disparate touchpoints, platforms, and sources. It utilizes the sophisticated capabilities of Einstein to effectively explore deeper consumer insights like preferences, income, profile, buying patterns, and even future behavior forecasting.
- Intelligent Forecasting
Einstein AI is a powerful platform that takes predictive capabilities to the next level. This sophisticated platform empowers retailers to extensively improve the buyers’ journey by displaying personalized results, automating different procedures, and a guided course of action. Along with creating a community of loyal customers it also helps in increasing the conversion rate.
- Tailored Shopping Experience
SFCC allows businesses to personalize all the key facets of their website to deliver a unique shopping experience to each customer. By providing an optimal buying experience the businesses can keep their customers happy and satisfied. It helps in increasing market traction and customer retention.
- Seamless Scalability to Maintain Consistency
One of the major concerns of businesses is to effectively tackle the high-scale digital requirements like traffic surges, massive volumes of inventory, and complex series of multiple transactions. To facilitate this eCommerce needs to adapt accordingly. An outdated eCommerce solution can stunt the capabilities of fast-growing businesses and prevent them from pacing ahead in the competition. Salesforce Commerce cloud comes with purpose-built scalability capabilities to instantly support the fluctuating demands.
- Advanced Growth Strategies
SFCC is equipped with purpose-built business growth features and tools to ensure quick digital growth for the businesses while maintaining consistency and a steady grip over the market. With right expansion strategies help the business to gain deeper traction, acquiring new markets and continuously upgrading its potential
- Uniform Purchasing Experience for Customers
Commerce cloud smartly unifies the disparate customer touchpoints. It helps businesses to offer a uniform experience to their customers throughout their entire journey across different devices and platforms – both physical and digital. It helps in delivering a cohesive experience to the customers. It also strengthens the tracking and monitoring capabilities by a detailed, all-inclusive picture to the businesses.
- Mobile-friendly Architecture
With its sophisticated capabilities to extensively improve the mobile experience the SFCC streamlines and uncomplicates the overall shopping experience. A faster mobile shopping experience allows businesses to effectively reach and impress the massively growing population of mobile shoppers and enjoy a cutting edge in the market.

Key Features of Salesforce Commerce Cloud

SFCC is intelligently developed to integrate a complete array of all the key features required for ensuring a better customer experience throughout different phases of their purchase journey.

Some of the major features of Salesforce Commerce Cloud include:
- Advanced capabilities to manage multiple sites with better efficiency
- Competent product management features
- Responsive design to deliver a better mobile experience
- Generating Real-time reports
- Intuitive dashboards
- Readymade Integrations
- Competent Catalog management
- Purpose-built features and tools to manage different phases of Campaigns
- In-store extensions
- All-inclusive development platform with a full range of features
- Tailored pricing based on Customer/segment
- Native targeting
- A/B testing
- Advanced Marketing tools
- Unique merchandising features
- Focused promo management and intelligent customer segmentation
Take advantage of these features by hiring a Salesforce Commerce Cloud Partner.

Best Practices to Implement Salesforce Commerce Cloud

To gain optimum benefits out of SFCC you need to follow some best SFCC implementation practices. It will help you to optimize the performance and exactly meet your business objectives.

Some of the best practices to unlock maximum SFCC potential include:

Enhancing Front-end Performance

A user-friendly front-end experience is extremely important to satisfy your targeted audiences and build memorable shopping journeys. By efficiently managing the key aspects like page loading, stability, and consistency, you can have greater control over defining the end-user experience. It allows you to optimize the browsing journey and win customer loyalty.

Here are a few ways to enhance the front end performance:
- CSS Sprites: Sprite refers to unifying different images into one image to reduce the size and improve speed. After that, the single image is called at a particular location/time through CSS. It saves bandwidth by cutting down the HTTP server calls while rendering the pages.
- Minification: One of the frequent reasons to begin slow loading eCommerce sites is the excessive use of redundant characters and spaces. Minification can help in overcoming this issue. This practice involves minification of CSS and JavaScript code to shrink the web page size and allow browsers to render it more quickly.
Check out another amazing blog by Cyntexa here: Salesforce Customization vs Configuration: What’s the Difference?

Optimized Memory Management

For delivering a personalized customer experience the businesses need a massive volume of data for every individual client. The objective is to gain maximum insights in real-time. However, it significantly inflates the data volume and massive size can make things challenging at times.

You need to constantly optimize your site architecture to work seamlessly and uninterrupted with this massive amount of data that is constantly increasing. For that you need to follow best memory management practices as below:
- Prevent memory consumption from being influenced by result set size by designing a loop logic
- Only the current objects should be kept in the memory without retaining their references. Also, avoid collecting or sorting objects in the memory/can go a long way in economizing memory consumption.
- Instead of building large memory structures opt for regular data streaming to the files.
Enhancing the Performance of Top Content

Along with the homepage, it is equally if not more important to optimize the view of the pages that directly help in business transactions and sales like category and product description pages.
- It is equally important to focus your attention on promotion-oriented and traffic-building pages like email campaigns.
- Identify the key pages of your site and constantly improve their loading speed so that audiences can instantly access those pages.
- Use minimum graphics and JavaScript on the initial pages of your site to reduce the loading time.
- For any eCommerce site the product description, homepage, category details, and search results pages are the most visited pages. Constantly analyze the performance of such top visited pages and incorporate speed/performance-enhancing features like caching to avoid latency issues.
- Avoid live calls on the top-visited pages of your site as they can cause delays. It stops the B2C commerce application from catering to another request before the external system responds. It can result in piled-up requests, choppy performance, and a slower page response rate.
Wisely utilizing the Jobs and Schedulers

SFCC Jobs can automate tedious jobs and compresses complicated processes like data replication, data importing/exploring, and search index creation. By optimizing the configuration of jobs and related schedulers you can easily get things done within minutes instead of hours.
- Avoid customizations and prefer standard imports to simplify and uncomplicate processes. After feed creation in an external system download or import the handshake through a simple feed integration component.
- The total number of seconds in one day/total number of seconds of job execution time on an instance (Staging or Production). The result represents the job load factor and it should be less than 0.20.
- Opt for a smart job designing that supports automatic recovery during abrupt behavior, an unexpected outcome, or other technical challenges like failure/restarting of the application server. The job should be designed to automatically recognize the missing files that are yet to be imported while repeating the execution attempt.
- You can create the jobs using scripts and pipelines only and not with the controllers.
Using External Assistance

There are many in-built business management tools for performance auditing of your site. Along with identifying the exact issues they also help in exploring the most effective solutions to overcome those issues.
- With a Pipeline profiler, you can tune scripts. Pipelines performance at the time of developing and testing. For that, you need to go to the storefront and trigger the pipeline. Ideally, the pipeline should execute the job in a maximum of 3 seconds with non-cached components. When working with cached components the ideal time limit for job execution is further reduced to 250 milliseconds. If it is exceeding the ideal time limits with a significant margin, try identifying the factors that are creating the bottlenecks using pipeline profile on production. The ideal length of this process shouldn’t exceed 15 minutes.
- You can get detailed insights into the run-time performance with the help to a code profile.
- With the help of the technical reports feature you can gain comprehensive insights about the server-side operations of your website that includes controllers and pipelines as well.
Conclusion

Salesforce Commerce Cloud is a powerful cloud-based service for businesses that is loaded with all the right features and capabilities to provide a personalized and consistent customer experience. To tap the maximum potential of SFCC, the businesses need to follow the ideal implementation practices and localize the overall service deliverability to exactly match their enterprise needs. Cyntexa is a certified Salesforce Commerce Cloud Implementation Partner in the USA that helps you with the best solutions in improving business agility and generating higher revenue. We have a team of experts that understands your complex business requirements and suggests the best B2B or B2C Cloud Solution.
June 8, 2021
5 Groundbreaking Features Exclusive to Salesforce Lightning Experience

With Salesforce stopping to make enhancements to Salesforce Classic, companies have started moving to Salesforce Lightning Experience. However, migrating from Salesforce Classic to Salesforce Lightning Experience is not easy for companies with numerous users who have their day-to-day work dependent on the platform. But despite the difficulty, the functionality gained is worth the investment. It’s not just a beautiful user interface — it also improves how Salesforce users work and make decisions for the company.

What makes Salesforce Lightning migration more exciting are features that are exclusive to Lightning Experience only. This makes it more important for the Classic users to switch over to Lightning and get the most of these amazing features. Here we have listed five features that are only a small taste of the improved efficiency and enhanced functionality Salesforce customers can gain with Lightning Experience.

1. Salesforce Lightning Kanban View

The feature of Kanban view is exclusive to Salesforce Lightning Experience. It has successfully become a staple for many Salesforce users. For users who work on Salesforce daily, the Kanban view has become like a workspace, instead of just being a specific view within Salesforce records organized through filters selected by users.

When Salesforce users open the opportunity list view, they can view active sales opportunities on a Kanban board, which are organized by stage in the pipeline. This view shows users all the opportunities within a filter. This helps Salesforce users to get a clear view of the sales pipeline, making them aware of the stage at which they are in the sales process.

Don’t forget to check out: How to Get Current Record Id in Lightning Web Component | Salesforce Developer Guide

2. Salesforce Lightning Dialer

To manage a high-volume call center or communication of the team members with customers and prospects on the telephone, managers need to know information about the calls. Ideally, this kind of information is pulled into Salesforce Classic in real-time.

Wouldn’t it be more exciting if the phone functionality existed in Salesforce? Salesforce Lightning Experience comes with Lightning Dialer that helps to reduce clicks and save precious time of call center agents time. It is made possible by connecting the Salesforce user interface with telephony systems. This helpful Salesforce phone solution helps to streamline calls and also captures the key performance indicators.

3. Email Integration for Salesforce Lightning Experience

Now the users can work on a single interface without flipping back and forth between email and the Salesforce platform. With Salesforce Lightning, email integrations have become easier than ever before. Users can easily use email integration for Microsoft Outlook or Gmail to bring all Salesforce data, call logging, and task management into email user interfaces. It enhanced user efficiency allowing them to work directly from Outlook or Gmail, with all the data they need from Salesforce.

4. Salesforce Lightning Paths

Teams working on Salesforce often need guidance when they are working on complicated opportunities or other objects that have complex processes. Salesforce Lightning Paths is an exclusive feature, which offers guidance to users to work on a sales opportunity. The feature helps Salesforce users to go through complex sales processes by providing the needed guidance. That is how it prompts them to move through predetermined steps on Salesforce.

Check out another amazing blog by 360 Degree Cloud here: 4 Features That Make Salesforce Pardot Great for B2B Marketing

5. Salesforce Experience Cloud Communities

Salesforce Experience Cloud has now become the official name for Salesforce communities. It includes the strategic tools used by companies to connect with partners and customers through shared portals on the Salesforce platform. Salesforce Lightning Experience makes it easier to create community portals and implement, brand, and maintain them.

The feature offers a powerful drag-and-drop interface, allowing Salesforce users to add new functionality and content to the platform. Salesforce Experience Cloud also made it easier to create beautiful communities easier than ever by providing inbuilt templates.

Uncover Next Generation Salesforce Capabilities with Lightning Experience

Salesforce Lightning Experience offers features and tools to increase efficiency with Salesforce. With all the above-mentioned exclusive features, it’s recommended for Salesforce users to switch from Salesforce Classic to Lightning Experience. And for that, the best way is to seek help from certified Salesforce consulting partners with the knowledge and resources you need to move to Salesforce Lightning.

May 20, 2021