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What does Salesforce Tableau Integration mean for Customers?

Salesforce Tableau Integration – Salesforce is known for its acquisitions, always with a strategy to deliver comprehensive CRM features and world-class experiences to its stakeholders. However, its recent purchase of Tableau for an enterprise value of a whopping $15.7 Billion has been an unusual one. Tableau is the biggest acquisition by Salesforce ever, the last one being Mulesoft in 2016 for a cash-and-stock value of $6.5 Billion. Key takeaways from this strategic move are that Data analytics and Data Visualization are going to be two of Salesforce’s core offerings, going forward – key layers that were missing so far in their overall analytics play.

Another reason why Salesforce has targeted this BI Intelligence company is that Tableau has over 86,000 customers under its wings. This also gives Salesforce, a second headquarters in Seattle, the seat of cloud computing giants Microsoft and Amazon. If Salesforce succeeds in offering integrated services on a single cloud platform, it could soon rival leading players like AWS and Azure in their own backyard. Besides the Business standpoint, Salesforce offers a slew of brand-new features as combined capabilities of the World’s #1 CRM platform and the World’s #1 BI Intelligence platform.

Here’s a rundown of what the multibillion-dollar deal of Salesforce Tableau integration has in store for its customers.

Salesforce Tableau Integration Benefits

1. Data Analysis and Visualization to better Understand Salesforce CRM Data

A Tableau integrated framework within Salesforce provides the Data Visualization features of Tableau within the Salesforce instance. Visualizations are presented in the form of dashboards and worksheets, which can be understood even by non-tech professionals, irrespective of their level in an organization.

These visual analysis provide actionable insights at every phase of the sales pipeline. It helps sales reps make more informed decisions across the entire lifecycle – be it prospecting, lead management, pipeline coverage, account management, and more. Complex processes including Big data analytics are used to discover hidden patterns, unknown correlations, market trends and customer behaviors that help organizations make better business decisions.

2. Shift beyond CRM to Offer Analytics-driven Recommendations

Salesforce Tableau acquisition has shifted the firm’s core beyond the CRM product line – Salesforce will be a comprehensive front-office analytics platform of choice for all data. Beyond CRM, Salesforce Tableau integration offers a complete enterprise software that surrounds and owns employee and customer experiences.

Customers will now be able to find everything they need for the front office within the Salesforce instance, accelerating the integration of analytics-driven insights into core business processes. Tableau’s reputation as the World’s #1 intuitive self-service Business analytics platform will also drive user adoption and maximize benefits of analytics-driven recommendations to every user.

3. Salesforce Tableau Integration – Driving Digital Transformation

The Salesforce Tableau integration is also on keeping with the trend that data and analytics are key to Digital Transformation (DX). Google’s acquisition of Looker, another BI Intelligence software company is further proof of that. Tableau puts Salesforce in a competitive position within the largest and most preferred markets being driven by the next wave of Digital Transformation: Artificial Intelligence, Integration and now Analytics.

According to the Salesforce report, “With Tableau Salesforce Integration, Salesforce will play an even greater role in driving digital transformation, enabling companies across the globe to tap into customer data across their entire business and surface deeper insights to make smarter decisions, drive intelligent, connected customer experiences and accelerate innovation”

4. Deliver Seamless User Experience and Increase Productivity

Tableau integration with Salesforce puts Salesforce’s rich customer data to work by providing analytics for everyone in your organization. Users can have the departmental reporting on the same page, saving time and making better analysis of the data of different customer bases.

Tableau capabilities on Salesforce data will revolutionize the way organizations understand their data. It will allow availability of secure, meaningful data analytics views, which can be accessed via web browsers or even mobile devices.

Article Resource: DemandBlue Blogs

Migrate Salesforce Lightning Successfully in 4 steps

Salesforce Lightning- The blazing new version of Salesforce that had taken the entire world by storm. Why? Because of it’s easy to use interface coupled with the speed of doing tasks that it enhanced. Let us see how you can achieve a smooth transition in Salesforce from Classic to Lightning. The blog covers the following topics-

Lightning Transition Best- Practices

Define Goals for Transition

Begin with a reasonable list of objectives for the Lightning migration. By laying out objectives and directing a high-level analysis, you’ll set yourself up with a superior comprehension of how your framework would develop with the redesign.

Map Out Workflows

Lay out all current and new procedures and examining them by every team that will be influenced by it. Do this before moving onto making arrangements for improvement. If a group communicates dithering or worry with how things will function in Lightning framework, then this is the ideal opportunity to talk about that.

Run a Lightning Readiness Check

It is suggested that you run a Lightning Readiness check. It can help you to pick on potential unanticipated bugs or organization inconsistencies that you may have missed during the planning.

Test Your Goal

Cross check with the majority of your key partners to guarantee the new Lightning highlights you’ve arranged and assembled will achieve the objectives you have delineated in stage one.

Roll Out Lightning to Power Users

Begin with all progressions to Power Users only. This separates major unexpected issues in a Lightning movement and guarantees the usefulness lines up with what every user group actually needs.

Documentation

You need to guarantee that you have a reference list documented securely to guarantee the new usefulness discharge goes through easily.

Four Step Formula for a Smooth Lightning Transition

Introduce Lightning and Training

Utilize your documentation above to prepare all clients on the new Lightning usefulness before implementing the progressions in the whole association.

1. Preview with Migration Assistant for a good Lightning “test drive.”

Salesforce gives an out-of-the-box Migration Assistant that adds all articles and information to Lightning. It gives you a well-ordered guide on the best way to initiate Lightning Experience for your association and your clients; is a totally innocuous task; and all you need is five minutes to enact all procedure computerization, for example, work process, sharing principles, record types, page designs, and information. You can discover Migration Assistant in the Setup. Salesforce Migration Assistant allows you to make a Preview of Lightning Experience. That implies Lightning Experience isn’t yet accessible for you or your association. Consider it like a decent test drive where you can check “out of the box” Salesforce usefulness and plan for the following stage before complete actuation.

2. Gap Analysis to examine the technical aspects

Run a Gap Analysis and look at the specialized angles. You gave it a shot, and it looks incredible up until this point, however sadly, there are a few gaps between Salesforce Classic and Lightning Experience. This is your opportunity to discover what was missed in the program change process, for example, missing default Visualforce pages, custom catches with JavaScript setting and a list tab. Notwithstanding when they are there, they look to some degree antiquated. In future discharges, they will cover gaps, yet until further notice, you can utilize this asset to look at what isn’t yet done. Contingent upon the extent of your undertaking or whole association, Gap Analysis can take from a multi-week to two months. No stresses, however. There dependably exists a workaround, and you simply need to discover it.

3. Adoption Team – run end-user testing

Make an Adoption Team and run end-client testing. Pick a decent cross segment of clients in your organization, e.g., clients from different divisions, accomplices, deals reps, designers, and so forth., to evaluate the framework highlights. The clients ought to have some genuine encounter with Lightning so they can enable you to recognize missing pieces and traps in the changed over custom or standard applications. This is where ease of use and cutting-edge analysis come together.

4. Close all gaps, implement all features

It’s an ideal opportunity to close all holes between the two releases of Salesforce as indicated by your needs, and afterward execute all the new incredible highlights that Lightning offers: App Builder, Kanban List View, Sales and Service Console, new Dashboards and considerably more. This progression likewise requires a capable advancement group and joint effort with business to make sense of which pages can be changed over to Lightning segments, and which can be pushed to the following discharge. Slowly you will embrace all Lightning highlights that help your organization be progressively beneficial, close arrangements and cases quicker, and execute modern advancement arrangements in the new stage.

Conclusion

This is it. All these small tips and steps will help you sail through the ship of the Salesforce Lightning Transition. All you have to do is to be careful. You can hire a Salesforce Consultant to help you with your Salesforce transition.

3 Key Marketing Challenges and how you can overcome them with Salesforce Marketing Cloud Benefits

Salesforce Marketing Cloud Benefits – In the digital age, customers are invariably inundated with marketing messages everywhere. Digital Marketing experts estimate that most Americans are exposed to about 4,000 to 10,000 advertisements each day. There is a tsunami of commercials, print advertisements, Brand labels, Facebook ads, Google Ads, ads on the phone or anything a business can produce to get customer attention and compel customers to buy. In short, if marketers try to advertise their company, service or product –they’ve got a lot of competition for buyer’s attention. If marketers are not strategic, their efforts will be lost among the multitude of other marketing messages out there.

In this highly competitive digital marketplace where marketers compete to deliver superior brand experiences, how can you make your marketing cut through the clutter and gain a winning edge over your competitors? Read on to discover some of the key marketing challenges and how marketers can leverage Salesforce Marketing Cloud benefits to overcome them.

Challenge #1 – Gaining Customer Insights

In the digital omnipresence of marketing, sending generalized marketing emails without getting customer insights could be disastrous. Successful Marketers understand customer behaviors and roll out specific responses to those cues. For instance, the customer engagement strategy when reaching out to a customer who abandoned cart needs to be different from trying to entice a new customer to buy a specific product.

Customer insights allow marketers to understand them and predict their actions in a given situation. Marketers can use this information to deliver highly personalized customer experiences, to increase brand engagement and ultimately the conversion rate and Customer Lifetime Value (CLV)

Salesforce Marketing Cloud Benefits – Solutions

Salesforce Marketing Cloud provides tools and resources to enable marketers to understand the customer and guide their individual journeys. They can learn more about their target audiences’ past and future behaviors. Marketers can then leverage these Marketing Cloud benefits to create and deliver far more personalized customer interactions.  For instance, the Audience Builder helps you build a single view of your customer using data from different platforms including Sales Cloud, Service Cloud, and others. And Social Studio enables you to hear social conversations with social listening tools. This helps you to monitor your owned social channels and participate in conversations at scale.

Salesforce Journey Builder listens to customer behaviors. Specific triggers drive various actions that guide customer’s individual journeys with personalized messages. Marketers don’t just send out random mass emails. They listen to certain customer behaviors that call for specific responses. For instance, if someone just abandoned their cart at checkout or opened an email, the marketing team can follow-up with appropriate content for the specific buyer.

The Salesforce Marketing Cloud continually listens to customer behaviors, enabling marketers to deliver more relevant content and build more successful customer relationships. And integration of the Salesforce Marketing Cloud benefits with the CRM offers deep insights, based on which marketers may power a customized journey for each customer.

Challenge #2 – Driving Customer Experiences

It has become imperative for today’s marketers to be proactive. Rarely do customers go seeking marketers? Successful marketers not only understand the customer but also take the initiative to drive superior customer experiences according to their preferences.

The significance of Predictive analysis cannot be understated in such a scheme of things. Marketers need to find a powerful and invaluable tool to drive Customer Experiences (CX)

Salesforce Marketing Cloud Benefits – Solutions

Salesforce Marketing Cloud benefits customers in many ways. It assesses a customer’s behavioral history to predict future actions. A customer’s pact actions help marketers predict their future actions, such as unsubscribe, share with a friend or buy. The Salesforce Marketing Cloud then delivers customized customer journeys based on that insight.

If, for instance, a customer always buys items on sale, then they will always receive news about the latest sale. Marketers can drive customer experiences according to real customer preferences and thus, enjoy a greater customer response rate.

Challenge #3 – Deliver Effective Communication

Bland marketing communication does not work in today’s digital age. Getting a customer to open and read a message is hard enough. Customers are bombarded with thousands of marketing messages every day. It is critical that marketers consider the “health” of the customer when delivering content to ensure that the content strikes a chord and the customer takes the desired action.

Salesforce Marketing Cloud Benefits – Solutions

Salesforce Marketing Cloud carefully constructs messages based on the specific customer’s satisfaction levels. For instance, a customer who is unhappy with the customer service will be less receptive to email from the brand outlining some renewal offers. Salesforce Marketing Cloud benefits include adapting marketing activities based on the signals it receives. This can include pausing marketing activities to the specific customer until a difficult customer service issue has been resolved. As soon as the problem gets sorted, the Salesforce Marketing Cloud can follow up with the customer to identify their satisfaction levels. Based on the response, a marketer can decide how best to progress the specific customer’s journey.

The Salesforce Marketing Cloud analyses campaign results with precision. The impact of every interaction is evaluated to determine the strengths and flaws in the marketing process. These results are then used to leverage existing methods in real time, as well as strategies going forward.

3 Hot Trends Secretly Pointing towards Future of CRM

Customer Relationship Management or CRM is the future of the business and is not going to fed so soon. Starting from small businesses to the global multinational companies, their sales and marketing department are implementing az to deliver better customer experiences. This technology has helped them not only to retain their old customers but also allow them to gain new customers with better results. This is evident as CRM is moving more towards being only other company’s applications to the heart of the company in a precise manner. Due to significant improvement in the technology, there have been recent trends of CRM, which have resulted in improved productivity among the working of the given organization.

CRM and AIThe combination of CRM and AI has stimulated the interest in the CRM systems, which works with artificial intelligence. Although CRM supports face and text recognition, it is the voice functionalities which would lead the future. One notable example is Salesforce’ Einstein, which allows an organization to extract information from simple as well as complex data using voice commands. Another case in the form of Zoho CRM allows the user to access the data using voice assistants via desktop and mobile applications. These are all AI-run applications which, after integrating with CRM, would make their tasks more straightforward and more effective. There are some essential facts which prove that AI is the future of CRM:

  • Adoption of AI in CRM activities in the USA would generate additional revenue of $394 billion by 2021
  • The global business revenue would surge to $1.1 trillion with AI-associated activities by the end of 2021

Decisive Role of IoT in CRM

The future of customer service is IoT embedded with CRM. With the arrival of IoT, there would be a significant boost to the CRM system in driving sales, improving services provided to the customers, and enhanced satisfaction among them. One prominent example is a connected device from where information is generated, and all the issues relate to them are fixed albeit remotely. With virtually everything is connected to the network, the given transformation would be able to automate customer service to find solutions rapidly and efficiently.

There are significant facts which have indicated that IoT would have a profound impact on the working of CRM as there would be a substantial improvement in the data gathering from the customers in an effective manner. The proven facts have been shown below:

  • The IoT market has been estimated to reach $1.7 trillion by 2019
  • IoT devices have been forecast to grow worldwide by almost 31 billion in 2020

Increased Mobile CRM Usage

Mobile CRM enables real-time access from anywhere and anytime and from any device has become a recent trend, and it is not surprising that it would grow proportionally in the near future. As the number of mobile users would grow in the future, there would also be significant growth in the system accessing CRM on tablets and smartphones. This also indicates enhanced efficiency, improved customer service, access to highly accurate information, and eliminating the need to acquire knowledge of new software skills. Thus, this system is available in a wide variety of the devices as evident from the fact-“Mobile-connected CRM system is in place in more than 90% companies with more than ten employees.”

Final Thought

The future is nurtured by CRM and the latest trends have provided a green signal to allow this system to use technology more efficiently for customer’s satisfaction. As CRM has become more vital for the working of the companies, it would shape the operation of the organizations towards an enhanced and cordial relationship with customers.

Image Uploader: An Amazing Lightning Component

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This is the documentation to create a lightning component to upload pictures to a standard salesforce object which in this particular case is the Products. The component displays the image of the product to be displayed in the quote line editor. This feature will be implemented using Base Lightning Components, client-side Javascript controller and a server-side Apex controller.

STEPS TO FOLLOW

1) Add two custom fields to the Products object

The first custom field is the Picture Path to store the location of the picture on the server and second custom field is the Picture, used to display the image of the product.

Picture Path Details :

  • Data type: Text
  • Field Label: Picture Path
  • Length: 255
  • Field Name: Picture_Path__c
  • Picture Details:
    • Data type: Formula
    • Field Label: Picture
    • Field Name: Picture__c
    • Field Name: Picture_Path__c
    • Formula Return Type:  Text
    • Formula: IMAGE(Picture_Path__c, “Product Image”, 100, 100)

2) Create the Image Uploader Lightning Component

<aura:component controller="AttachmentController" implements="flexipage:availableForRecordHome,force:hasRecordId" access="global" >
    <!-- ATTRIBUTES -->
    <aura:attribute name="recordId" type="String" />
    <!-- FILE UPLOAD LIGHTNING ATTRIBUTE TAG -->
    <lightning:fileUpload label="Upload Your Picture" name="fileUploader" multiple="true" accept=".pdf, .png, .jpg, .jpeg" recordId="{!v.recordId}" onuploadfinished="{!c.handleUploadFinished}" />    
</aura:component>

3) Create a Server-Side Apex Controller

public  class AttachmentController { 
    @AuraEnabled
    public static void updatePicturePath(String recId){  
        //In lighting, the attachments are stored in content documents
        ContentDocumentLink docLink = [ SELECT ContentDocumentId FROM ContentDocumentLink WHERE LinkedEntityId = :recId order by Id desc LIMIT 1]; 
        //ContentVersion Id uniquely identifies the attachment
        ContentVersion version = [SELECT Id FROM ContentVersion WHERE ContentDocumentId = :docLink.ContentDocumentId]; 
        //Update the Picture_Path field with the url of the image
        Product2 product = [SELECT Id FROM Product2 WHERE Id =:recId];
        product.Picture_Path__c = '/sfc/servlet.shepherd/version/download/' + version.Id; 
        upsert product;        
    }
}

4) Create a Client-Side Controller

({
    handleUploadFinished : function(component, event, helper) {        
        // Get the list of uploaded files
        var uploadedFiles = event.getParam('files'); 
        //set action to call updatePicturePath method from Server-side controller
        var action = component.get('c.updatePicturePath');
        //set parametrs
        action.setParams({
            recId : component.get('v.recordId')
        }); 
        action.setCallback(this, function(response){
            var state = response.getState();
            if(state === 'SUCCESS' || state === 'DRAFT') {
                var resultToast = $A.get("e.force:showTest");
                resultToast.setParams({
                    "title" : "Success!",
                    "message" : uploadedFiles.length + "file uploadedsuccessfully!"
                });
                resultToast.fire();;
            }
        });
        $A.enqueueAction(action);
    }
})

5) Add the Component to your Product Detail Page

Now you can add this Image Uploader component on your Product page using the Lightning App Builder.

Salesforce Implementation Techniques that are Designed to Fail

When you wish for your business to grow, you would definitely shift your list of contacts off of paper and into the modern age 21st century. To do so you would begin with testing the CRM Tools aka Customer Relationship Management tool. When you are in the process of evaluating and finalizing a CRM Tool, you most likely will end up on the Salesforce Tool. Now almost everyone who finalizes upon and thereafter purchases Salesforce wishes for it to succeed.

However, the reality is a bit different in the sense that many salesforce implementation tactics do not succeed or live up to an organization’s desires. And one source of the problem is that the salesforce tool is at the end of the day only a program. Data must be fed into it so that results can be obtained, and the organizational problems can be resolved. So, because of the issue of enforcing dependable and predictable company behavior, even after adoption and utilization of the salesforce tool, it will be a failure and will not give any benefit to the company/organization.

In this article, we shall be covering the points discussed below on the tricks that if you follow, will end up in a failure.

Focusing on the B.S and not the reports

Notwithstanding what the advertisers at Microsoft MSFT +0.52%, Sage and Salesforce.com state, a CRM framework like Salesforce is just a database, wherever it’s found. Great project supervisors know this. They realize that to deal with their gathering of five or fifty salesmen they have to follow what they’re doing. They need writes about their pipeline, open statements, new chances, late exercises, and lost deals. The various fancy odds and ends are pleasant. In any case, without these reports, their CRM framework would be useless.

Investment in administrator

Re-scheduling to make time for an individual who is to take the role of a Salesforce administrator – this ought not to be an IT individual either – those individuals are not appropriate or cut out for this sort of work. What’s more, understanding how the present CRM framework work isn’t troublesome either. A decent user can learn how to make this software work with ease and sufficient training. Simply give them the time and backing. Approve them to wipe your sales men’s noses and change your administration staff’s diapers. Make it an aspect of their responsibilities depiction and give them the pride of framework possession. Each fruitful CRM framework, regardless of whether it’s Salesforce.com or any of the others I’ve referenced, has a solid executive behind it. What’s more, a ranking director or proprietor willing to make that venture.

Insufficient commitment to Salesforce administrator role

The main achievement factor for associations utilizing Salesforce is a solid and enabled manager. A framework will rapidly go off track without an ingenious, adaptable, submitted, and energetic executive in charge. Furthermore, when you’ve found– and trained– the perfect individual, it’s fundamental to ensure your gifted Salesforce overseer remains to the extent that this would be possible. Esteeming them implies including them in authoritative technique, paying them well, and supporting their expert improvement. The interest in their abilities somewhere else is too high to even think about skimping here.

Some turnover is inescapable. You should be set up for this turnover by precisely recording any custom code, forms, approval rules, and other usefulness that makes your Salesforce organization exceptional. You will likewise need to create Salesforce control clients. On the off chance that your Salesforce head leaves, supplant them rapidly with somebody who has the correct characteristics.

Embrace and Incorporate

Do you not want to grasp your CRM? Do you not want to need to require an absolute minimum of information section to follow client contacts and key profile information? Couldn’t care less if a sales rep isn’t focusing on the framework? At that point, you cannot complain then and you have to bear the outcome, suffer the consequences and result of your actions. The best CRM frameworks are at organizations where the framework is the way of life. Do what’s important to enable your kin to adjust. Give them preparing and support. Yet, consequently, expect them to utilize the framework. In such a case that it’s not in the system…then it doesn’t exist.

It doesn’t make a difference in case you’re utilizing Salesforce.com, Microsoft Dynamics CRM or Oracle. Probably, your CRM framework is fine. You most likely don’t have to put resources into something different.

No change in the Management Process

It’s basic to develop your framework with thought and care. In the event that you make changes without arranging or correspondence, clients will lose trust in Salesforce. Build up a general methodology for the development of your Salesforce organization that incorporates how and when to tell clients what’s changing, and a promise to give any vital preparing. Be attentive about the planning of significant changes. For instance, it’s ideal to restrict enormous changes following dispatch.

Change in Organization on a major level

It’s problematic when an association experiences a noteworthy change, for example, the removal of a key chief person or a change in the authoritative system. This can make vitality and consideration move far from Salesforce. Amid these occasions, it’s essential to concentrate on the esteem the framework gives in helping meet the association’s central goal, or even better, think about how to adjust Salesforce to help the authoritative changes.

Conclusion

A decent method to succeed is to maintain a strategic distance from the mix-ups of others. To enable you to comprehend the ramifications of treating it terribly, envision you’re endeavoring to flop instead of succeeding. Salesforce executions have such huge numbers of factors that there’s a danger of going off track directly from the begin. Without an arrangement, you’ll have a far better possibility of coming up short. Awful Salesforce executions happen constantly. That is the reason it was so natural to assemble this rundown of tips on the off chance that you need your Salesforce usage to come up short.

However, at this point, you additionally observe the means you can take to make your Salesforce execution a triumph! We realize you can’t bear to let Salesforce fizzle. That is for what reason we’re here to enable you to transform your grieved execution into an example of overcoming adversity – or even better, to enable you to counteract inconvenience in the first place. Also, it might cost short of what you think.

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