Introducing our first Salesforce Accelerator

We’ve been squirrelling away on something that’s going to be a total game changer for businesses needing an Onboarding Tool for their Salesforce Community. And that’s our first Salesforce Accelerator.  

What’s an Accelerator? 

After working with 150,000 customers across the world, Salesforce found there were common challenges faced around several key themes: 

  • Getting started 
    Knowing where to begin is one of the biggest challenges when choosing a Salesforce product. 
  • Onboarding employees 
    Don’t know if you’ve noticed, but people can absolutely loathe change, and it’s tough to get everyone in your business excited about a new system. 
  • Product adoption and feature adoption 
    Old habits die hard. Even when you think you’ve onboarded well, your users might decide they don’t see how the experience is better for them personally.

These are just a few of the many challenges oe:gen’s customers have also personally faced in the past.  

As consultants, we often have the same conversation with several customers around onboarding — of course it’s different people in front of us with totally different businesses, but they almost always have the same pain points. Still, we listen and we build for them, and it can take weeks.  

What we’re doing for this first Accelerator is taking our experience of common onboarding journeys and laying the foundations. It’s like buying a plot of land and finding someone already did the groundwork for you, but left it flexible enough that you can still put your dream home on it. We just reduce the time needed to work on it. 

With oe:gen’s Onboarding Tool Accelerator, you’ll be able to get quick, customisable examples that have already been designed and pre-built by our team. Then, we’ll be able to tailor its design and slot that into your Community like it ain’t no thang.  

How will this Onboarding Tool benefit me? 

Imagine if you could: 

  • Get a month’s worth of complex work delivered in a single sprint 
  • Make decisions and collaborate with the best people for the job
  • Discover and understand risks early 
  • Feel confident about your decisions and gain results that last 
  • Achieve stakeholder alignment quickly to make change happen 
  • Overcome organisational barriers. 

Well, rather than paying our team to spend weeks designing and building your business a brand-new onboarding solution, we’ve got one designed and developed that’s ready out-of -the-box for you — minus a few customisations. This means there’s less risk involved for you and your business and you get a better idea of what your project might result in, faster. 

For example…

Say Emma wants to get a business loan to open her own recording studio, and your business provides the kind of loan that she’s looking for.   

You want her to sign up to your Salesforce Community to help her with all the questions she might have about her loan application, but the onboarding experience isn’t great on your existing application form, or you just don’t have one yet.  

Badly designed onboarding forms lead to bad data, rubbish customer experiences, and even loss of customers in some cases. If people are getting blocked from using your Community from the get-go, you’re going to get more phone and email enquiries. It makes communication harder and more time-consuming and can unfortunately cost you more money in the long run.  

With our Onboarding Tool, we can show you an expertly-designed onboarding journey for Emma, for a Loan Broker, and for your team, faster. 

The outcomes of the Onboarding Tool: 

  • Users like Emma or her Loan Broker will be able to complete the form on any device, in a timely manner, with a great user experience built by UX design experts. 
  • Onboarding Managers will be able to access information about on-going onboarding submissions easily, and be able to take action on these onboarding submissions with a few clicks.
  • Onboarding Admins can manage the multiple onboarding journeys and forms from a single management tool within Salesforce. 
  • Senior Management can report on journey metrics and be able to receive proactive updates. 

How is this possible? 

Using our huge breadth of experience creating these onboarding forms time and time again, we’ve been building this customer-agnostic, customisable Onboarding Tool as an internal project for the past few months.

We’ve treated it exactly as we would have for a customer, from discovering and defining the requirements in workshops, to creating beautiful pixel-perfect designs that provide our developers with everything they need to build the tool.

The development is being completed in sprints with regular scrums and sprint ceremonies to help the team deliver the best possible solution, in time and under budget. 

When will this be available? 

We’re aiming to have this game-changing service launched by April 2020.  

What’s next? 

Once the Onboarding Tool is out the door, we’re planning to continue building on the groundwork we’ve laid here to create a world-beating Accelerator for Service, encompassing a Community with the beautiful UX that oe:gen are renowned for, and a best-in-class Service Cloud implementation to back it up. Watch this space!

Making an impact: oe:gen is helping nonprofits succeed with Salesforce believe the purpose of business should be to improve the state of the world, and we couldn’t agree with that more. We’ve loved supporting organisations like Ambition School Leadership, Chance to Shine, and LIVES to help them harness Salesforce’s powerful technology, so they can do their bit to build a better world.

Over the years we’ve strengthened our tailored Salesforce creations for these nonprofit and educational organisations, which is helping them grow to drive social impact. In fact, this week, we became a registered partner, meaning we’re now officially-recognised as specialists in serving nonprofits!

And hey, check out our shiny new badge…

We know that not all NFPs are the same, just as all for-profits aren’t. Having years of experience implementing Salesforce for both, we know there are lots of individual factors to consider with each unique organisation. 

With so many choices out there, it’s hard to determine what’s right for your organisation, and which will have the most impact for your cause. To help, we offer advice to any charity or NFP organisation considering Salesforce implementation. 

Want to learn more about the Nonprofit Success Pack (NPSP) or need a review of your existing NFP org? We’d love to hear from you!

EVENT: Nottingham Salesforce Women in Tech, 29th January

The Salesforce Women in Tech Group

We’re kicking off 2020 with our first Salesforce Women in Tech event of the year, where we’ve invited 3 inspiring speakers to share their knowledge and spark ideas.

This is an all-inclusive event that aims to encourage, empower, and above all, support those who want to thrive in their tech career. And to make it as accessible as possible to our community, it’s totally free to attend!

Free stuff!

We’re giving away a signed copy of Lucy Barkas’ new book, ‘LeaderX’ and a VIP invite to the book’s launch party in March!

Sign up and tweet about it with the hashtag #SFWiTNotts for a chance to win!



Wednesday 29th January, 2020
2pm – 5pm


No.1 Nottingham Science Park
Jesse Boot Avenue
University Boulevard


2:00 PMWelcome!
2:10 PM‘LeaderX’ — Lucy BarkasThe 2020s will see a fundamental shift in leadership as the Boomers retire, a new type of leader will take their seat at the table. LeaderX is results-focused but understands that people, teams and culture are what will make the difference between surviving and thriving. Lucy will share her ‘5 My’s’ leadership model and highlight how women, in particular, will be the biggest influences of strategic change. She will highlight where nature and nurture play a role in your leadership and how you can totally dial up your strengths and lead with confidence. She will challenge you to step up, take control and be a purpose-driven leader.
2:40 PMBreak with Dougnotts!
3:10 PM‘How Nostradamus led me to find my #PerfectJob’ — Pei Mun LimA tale of how my career journey started with some dire predictions about the future from a long-dead French Astrologer from the 1500’s. I had dreams of piloting the next USS Enterprise to “explore strange new worlds, to seek out new life and new civilizations. To boldly go where no man has gone before!” because you know, Nostradamus foresaw the end of the world (maybe). Obviously, that didn’t happen. I talk about what happens instead.
3:40 PM‘Above and beyond… your day job!’ — Yvette KempsonYvette has held numerous positions in a wide range of industries including care work, logistics, administration, Taxidermy, and being one of the only women on the British lion free-range egg welfare advisory boards. Mainly working in the heavily male-dominated agricultural industry for over 30 years, she’s had to prove herself time and again, sometimes ‘literally’ grabbing the bull by the horns to go above and beyond to take the initiative, implement change and provide system and process improvements. With each opportunity, she’s broadened her skills set, given herself an insight into over six industries, all while dealing with a wide range of people from all warps of life. In her spare time, she continues to support her husband in running their architectural sustainability business from home and volunteers her British sign language skills to promote inclusion for deaf children to have access to sports and events. She’s given over 100 talks on various specialist subjects in various industries, however, this will be the first time she speaks about herself and her career journey. In this talk, you’ll learn how going the extra mile can help you and your business achieve more.
4:10 PMFood, drinks and chats!

Click the link below to sign up for free! See you there…

Top picks from Salesforce’s Spring ’20 release notes

Our Lead Salesforce Consultant, Leon, and Head of Salesforce Development, Mark, have put together their top new feature picks from the Spring ’20 Release notes.

Here’s what they’re getting all excited about this Spring…

Leon’s picks: 

In-App Guidance is a series of hints, instructions, tips, videos, pictures etc that can be launched from within specific Salesforce pages to help users get to grips with things. This is a fairly recent feature, and now Salesforce is improving it — you’ll be able to set it by Profile and it can also be translated through Translation Workbench! Perfect for multi-country orgs.

This will probably be the first thing that end-users notice when they get their Spring ’20 update. Instead of the App Launcher being a huge page of options, you will now get a search bar and a handful of your top Apps. You can still get to the full menu with a click of a button. 

We’re split in the office on this one. Some of us love the change, others are not so sure. This is going to be one of those “it depends on how you use it” kind of things that people will just eventually get used to.

Cloning a record has been possible since approximately the dawn of time, but we’ve never had an out of the box solution for deep cloning – for example, you have an Opportunity you want to clone, you would have previously had to manually clone every individual Opportunity Product and Contact Role, or write a Flow to do the heavy lifting for you. 

Not any more, now you can do this out of the box using the new “Clone with Related Records” feature. Great time saver for end users. 

Yes yes yes yes yes yes YES! Finally!

This one has been requested for so long that I think some of us thought it would never actually happen. To fill in the blanks for those not in the know, Queues act as a holding pot for records that haven’t been given to a specific owner. People can then dip in to those queues and pick stuff out, or it could be automatically distributed by a feature like Omni Channel.

Until now, only Leads and Cases have been queueable. Now we can add Tasks to the list, which is a big step forward. Got a load of jobs that just need doing, doesn’t matter by who as long, as someone picks them up? Tasks in queues are the way to go! 

Salesforce has been very busy with Flows again – every release sees this tool grow in power and capabilities. My personal favourite changes this time around are Run flows in System mode. You can now set a Flow to run as the user or as the system – running it as the system bypasses pesky things like the end-user permissions.

It’s not all gravy, you’ll still have to consider sharing, roles, teams and territories, but object permissions, field-level access and other general running user permissions get ignored.

This is a massive change. Now, before any data comes into contact with the database, flows can run and set specific values on the record – look forward to genuinely lightning speed with your updates, because Before Save updates in a flow are 10 times faster than a Process Builder record change. 

As an Admin or Consultant, there has literally never been a better time to get to grips with Flow.

One of the aggravating things about Flow is having to create lots of variables. For those who haven’t used Flow much, a variable is essentially a bucket that you use to store records, field data and so on, in order to use it later down the line in the flow.

Creating variables is time-consuming and boring, and you had to choose which fields to save and which to ignore, making it all too easy to miss off a critical field and break your Flow. Not any more – now Flow will create those variables for you. Thanks, Flow.

Now generally available, service and support centres can start using WhatsApp through Salesforce to communicate with customers in realtime. They can already do this via SMS or Facebook Message, so this is a very cool addition!

Another Service-specific improvement, I wanted this 5 years ago when I was a Customer Service agent! Duplicate cases are a massive pain in the backside. You have to close them, or get them deleted – and then you have situations where half the information is in one case and half has been added to the duplicate.

Now, you’ll be able to merge up to three duplicate cases into one so that they can focus on the “master” case. Lovely little addition!

Mark’s picks:

  • Use longer SOQL queries 

The maximum length of SOQL statements has been increased from 20,000 to 100,000. 

  • Use more relationships in queries 

The maximum number of child-to-parent relationships in a query has been increased from 35 to 55. 

  • Use longer SOSL queries 

The maximum length of SOSL statements has been increased from 20,000 to 100,000. 

The default daily API request allocation has been raised from 15,000 to 100,000. 

Salesforce Data Mask is a powerful new data security resource for Salesforce admins and developers. Instead of manually securing data and access for sandbox orgs, admins can use Data Mask to automatically mask the data in a sandbox. 

We plan to end support for the deprecated components on May 1, 2021. 

Use the new lightning/pageReferenceUtils module or lightning:pageReferenceUtils Aura component to build navigation links in your components that prepopulate a record’s create page with default field values. 

No more guessing about whether to use @track to make a field reactive. All fields in a Lightning web component class are reactive. If a field’s value changes and the field is used in a template or in a getter of a property that’s used in a template, the component rerenders and displays the new value. 

A Lightning web component’s CSS file can use a custom Aura token created in your org or installed from an unmanaged package. Tokens make it easy to ensure that your design is consistent and even easier to update it as your design evolves. 

Lightning Web Components now offers Local Development so that you can build component modules and view your changes live without publishing your components to an org. 

Use the Lightning Message Service API to communicate across the DOM, between Aura components, Visualforce pages, and Lightning web components. 

Using the new Apple authentication provider, your customers can log in to a Salesforce org or Community with their Apple ID. 

Develop and test your Salesforce Sites and communities within your sandboxes using custom domains. This feature allows you to test new custom domains in a sandbox before deploying them to Salesforce production. 

To help you better reach your customers, you can now specify multiple email addresses or phone numbers for an individual or person account. Previously, our data model only allowed for one phone number or email to be associated with a single customer. Now, using contact point email and contact point phone, you can also add details such as the best time to reach out to a contact or how they prefer to be contacted. 

The components available for a changeset vary by edition. These components are now available for changesets. 

This allows users to make updates to Salesforce all by voice. Einstein Voice Skills lets you build custom skills tailored to your users’ most common tasks, generating more high-quality Salesforce data to inform decision making.

The CMS Home welcome mat greets you at the door with helpful pointers and links to help topics to make your stay more comfortable. A navigation tab and a new entry into CMS Workspaces and Experience Builder help you get where you want to go. 

The ExperienceBundle metadata type, which was previously available as a pilot program, is now generally available. ExperienceBundle provides human-readable, text-based representations of the different Experience Builder settings and site components, such as pages, branding sets, and themes. 

Use the latest Build Your Own (LWC) template to develop communities that load quickly and scale well. Based on Lightning Web Components (LWC), a new programming model that delivers exceptional performance, this lightweight template supports fully customized LWC solutions. 

Turn Lightning Locker on and off for all components in a community, regardless of API version, with a simple switch in Experience Builder. 

Permission set groups are an ideal way to consistently and reliably assign permissions to a group of users. Assign users a single permission set group instead of multiple permission sets. 

What are you most pumped about from this Salesforce release? Let us know in the comments below!

The brand new Trailhead Go app

Salesforce has recently released its new app — Trailhead Go. This is an app for both Android and IOS that puts all your beloved Trailhead trails in your hand to use on the fly!

Image from

To use the app, you need to either create or already have a Trailhead account. At the bottom of the app is a navigation pane, which contains the following tabs:

  • Today
  • Learn
  • Search
  • Profile
  • More


On the Today tab is a summary of Badges, Trails and Trailmixes in progress, this is a great place to look if you have a spare 20 minutes to finish off a trail and learn something new.


On the Learn Tab is where you’ll find your recommendations. These consist of Modules, Projects, Trails and Trailmixes. I’d advise going here if you want to start a new badge and learn something new.


On the Search tab, there’s a recommendation on what to search for, as well as a search bar where you can search for Trails, Modules and more! If you have something in mind you want to learn, search it in there. It’ll search for keywords for you.

For example, I’m looking to learn about Process Builder. So I’ll search “Process Builder”, and it’ll show me everything with ‘Process builder’ keywords.


This is where you can see your Trailblazer profile, including how many badges and points you have with your rank, a doughnut chart of your skills based on completed badges, recently-passed badges, and your info.


The more tab is a bit like the settings tab. You can find help, send feedback, go to the Application Settings (which I believe isn’t working at the moment), and then there’s Campfire Mode.

Campfire mode allows you to change the interface of Trailhead Go, as standard its white with all the backgrounds being light. By using this toggle, you’re able to make it black (a dark setting).

One thing that I’ve found that they’ll hopefully fix by the next update, is the fact you’re not able to change the language. So far, the only way I’ve found how to change the language is to uninstall the app and then go to the desired country’s app store. For example, I want the app in English, so I’ll go to the UK app store.

So far, this app has been enthusiastically welcomed by the Trailblazer community. Which isn’t a surprise seeing as it’s been requested for several years!

If you haven’t already, download it and get Trailblazing on the go here!

How oe:gen embodies its values

I’ve been working at oe:gen for about six weeks now! That’s not a very long time, but I already feel like a firm part of the team and so fortunate to work for a company with such an amazing culture and values.  So much that I’d like to shout about it! oe:gen isn’t just dog-friendly (my Boston Terrier Elvis loves hanging out in the office), it truly embodies what it stands for. See below for oe:gen’s official values and my take on how they’re reflected in the company’s culture.

One team

oe:gen really is one team. The office is an open space with developers, marketing, sales, directors, project managers, designers, the business solutions architects and consultants all sharing one space; it is a very flat structure where equal value reigns supreme. As is the case with some other more traditional workplaces, oe:gen doesn’t operate a culture of barely visible executive members, privileged parking spaces and separate offices for the ‘more important’ members of staff. oe:gen is inclusive, treats its people equally and is the most supportive place I have worked to date.

Cultivate open and honest relationships

oe:gen’s open culture is reflected in the work environment. Meeting spaces don’t have any walls, and other than using a private space elsewhere in the building for chats about personal development, day-to-day meetings are conducted openly, and collaboration is actively encouraged.

Never be afraid to ask questions

When most people start a new job, they’re immediately in a position of unconscious incompetence, and I was no exception. I didn’t know what I didn’t know yet, but I was encouraged to sit in on sessions and to ask questions. This helped me figure out where I needed to focus my energy, so I can work on plugging my knowledge gaps with the use of Salesforce’s online learning platform called Trailhead (which is free for anyone to sign up and use).

Often in new jobs, there’s a sense that you’ve been hired because it’s assumed you already know everything, and there’s a fear to admit that there’s something you don’t know. oe:gen’s way is much more in tune with real-life; they know that we’re only human, that there is always something new to learn but that equally everyone has a unique perspective and value that they can add. Attitude and willingness to learn are more important than knowledge because the former isn’t something that can necessarily be taught. Which brings us on to the next value…

Continuous improvement

oe:gen fosters a culture of learning. If you love to learn new things to improve yourself and the work you deliver, then oe:gen is the place for you. Together with Salesforce’s Trailheads and the willingness of colleagues to help and share knowledge, and the encouragement to provide feedback on processes and ways of working, oe:gen is truly a fertile ground to learn and grow in your chosen career.

In fact, oe:gen runs a Salesforce training academy where anyone from any background or demographic can apply to learn all things Salesforce alongside real-life experiences — no qualifications needed — just a positive mental attitude and willingness to learn and contribute!

Focus on delivering results

oe:gen is customer-centric. One of the reasons I wanted to join oe:gen was due to their focus on working with the customer to deliver not only what they want but need in order to solve their business problems. 

oe:gen is brilliant at getting into the skin of its customers to fully understand how Salesforce can add value and business impact. To do this requires collaboration and mutual understanding of ways of working. oe:gen isn’t afraid to say no to clients who don’t share the same values — something which contributes to its success at delivering the right results.

And finally, always be your authentic self

The most refreshing part of working at oe:gen so far is the freedom to express yourself (and to bring your dog into work!). In some previous jobs, I’ve felt constrained by prescriptive dress codes and codes of conduct where it feels like you need to leave your personality at the door and churn out work in an almost robotic fashion. oe:gen celebrates the diversity of its workforce by encouraging collaboration and inclusion, not only in the office but in the industry (check out the Salesforce Women in Tech events!).

oe:gen is a great example of a company that is committed to keeping the balance of working towards profitable business growth without sacrificing its great company culture – but don’t just take mine (and Elvis’) word for it, check out the Glassdoor reviews, they speak for themselves!

If you would like a career at oe:gen, click the button below!

Say hello to the new Salesforce Content Management System

It’s no secret that these days, companies are striving to create, deliver and personalise content for their customers. And according to Salesforce’s latest ‘State of the Connected Customer’ report, 78% of customers expect consistent experiences across departments. That’s why Salesforce has just announced its hybrid CMS!

Salesforce says the trouble with legacy CMS’ is that they’re designed for a single touch-point, rather than the ‘ever-evolving, omnichannel customer journey‘ of today. Salesforce’s CMS is designed to easily help us create and deliver content to any channel or device, and connect that content to your customer data.

What’s different about Salesforce CMS’ features?

It’s flexible

You can choose a content type, or create custom types and quickly draft the content in the app, without really needing any technical skills at all.

For example, if you want to add content to an experience built with Salesforce, you can choose from two of the CMS’ “what-you-see-is-what-you-get” tools: Experience Builder and Commerce Page Designer.

You can build a great experience by simply dragging content components right onto the website, portal, forum, or commerce storefront you’re using. But both tools are developer-friendly too, which is perfect if your design and development teams want to build the experience with code.

If you want to deliver content into a third-party site, experience, or mobile app, you can also use their headless APIs to do that smoothly. And it also has multi-language and translation features to help you scale.

It’s connected

Instead of blindly creating content, your teams will have access to their customer data to help inform their decisions and personalise their content. Plus, Salesforce CMS lets you actually turn your data into content. No, seriously. They say you can take a CRM record from your CRM and translate the rows and columns into rich, visual content, such as a banner or engaging promotional CTA. Pretty cool, that.

Salesforce CMS is also a shared service, meaning you can collaborate across teams who use:

  • Salesforce Platform
  • Service Cloud
  • Community Cloud
  • Customer 360.

And according to Salesforce, soon Commerce Cloud and Marketing Cloud will be added to that list, too.

It’s hybrid

Your teams can create a variety of content in one central location and then distribute it to any digital touch-point. You can also create content collections, which are like playlists of content that can be added to different experiences.

And this can be any format — blogs, news, events, social, email and more. You can start new projects with a single click, visualise that content in every format before publishing, build custom content, and drag components right into your site as needed.

Your content will also be dynamic — adapting to wherever it appears, meaning there’s no need to recreate content for different touchpoints. You won’t need to worry as the experience, branding and assets will stay just as you intended across each interaction.

Connecting a CMS to the world’s best CRM instantly sounded like a fab idea to me, especially since at oe:gen, we’re always looking out for ways to give better, more personalised digital experiences. Learn more about Salesforce CMS via this link!

Find us in the crowds at Dreamforce with what3words!

Dreamforce is back in action on Tuesday 19th November, so we’re heading over to San Francisco again! And this time, we’ll be using our customer’s app, what3words to navigate around the biggest event in the Salesforce world.

What’s what3words, you ask? Well, it’s an app that’s really simplified location finding. It assigns each 3m square in the whole world a unique three-word address that will never change.

For example, ///intervals.using.tapes marks the entrance to oe:gen’s Nottingham office.

The creator of what3words used to work in the music industry and noticed that in the music world, technicians and musicians were getting lost trying to find live events every day. So after experiencing a few too many ‘navigation nightmares’, Chris Sheldrick asked his mathematician school friend, Mohan Ganesalingam, for help with an algorithm to make precise GPS coordinates more concise and easier for people to use.

These three-word addresses are as accurate as GPS coordinates but are much easier to say and share.  People use what3words to find their tents at festivals, navigate to venues, direct emergency services to the right location, and more.

It’s pretty much perfect for navigating San Francisco and the huge space that Dreamforce occupies. Paul will be using it to find his way around and meet up with his pals. If you’d like to grab a drink with Paul in San Fran — be that caffeinated, soft, or alcoholic — send him a little message via this Pardot landing page and he’ll arrange something with you!

Winter ’20 Release highlights

Salesforce Winter '20

Here are some cool new features from the Salesforce Winter ’20 release that we’re pretty excited for!

1. High-velocity sales

You can now customize your Sales Cadences to reflect different call scenarios with branching for call disposition categories. Whether you speak with your prospect or leave a voicemail, your Cadence moves on to the best next step!

2. Account Teams and Opportunity Contact Role enhancements

You can now customize account teams and opportunity contact roles. Improve collaboration on accounts by adding custom fields, triggers, and business processes that reflect the roles that account team members play in your company.

3. Sales Cloud Einstein has some new Forecasting Enhancements

This helps you predict outcomes more frequently and accurately. Now, you can forecast sales organization performance on a quarterly basis with Einstein Forecasting.

4. Start a flow on a schedule

You can now schedule an auto-launched flow to start on a particular date and time, setting the frequency to once, daily, or weekly. You can also specify and objects and filter if you want to specify certain records. This can be found in scheduled jobs in setup.

5. Enhanced Mobile Security

You can now limit operating system versions, app versions and device and network security through the salesforce app. This will help keep Salesforce app data safe and users’ personal data personal. You can also specify the severity of a violation.

6. Recycling bin in lightning

Most people know that if you want to fish anything out of the recycling bin once you’ve deleted it, you need to be on Classic. Now, after more than 50k points for this idea, you can do this through Lightning.

7. New Salesforce mobile App

Salesforce have launched a brand new mobile app that lets you use the Apps and Lightning Pages that you use on desktop, but on mobile. It’s a game-changer and definitely worth mentioning, as we can now create a customised variation of each page our customers need, just for mobile.

8. Field references

You can now look where a field is being used with the “Where is this used?” button.

9. Add signatures to Email Templates

With the new {{Sender.Signature}} merge field, when creating an email template, you can include a sender’s existing signature. The field is available wherever the merge field picker exists, including in emails, list emails and enhanced letterheads. The signature can be set up in My Email Settings.

10. Lightning Experience

For a while now, users have had the choice of giving their users access to Lightning Experience, but now Salesforce is rolling out Lightning to all orgs. This means your users will have access to Lightning, which is the new interface of Salesforce, and the majority who have already made the switch will tell you it’s so much better.

What are you most excited for from these new release notes? Let us know in the comments below!

Salesforce Women in Tech: Jayne-Anne Gadhia, Salesforce’s UK & Ireland CEO

It might be because it’s October so I’ve started my annual binge-watching of Buffy the Vampire Slayer, or it could be because our quarterly Salesforce Women in Tech event is just around the corner. But this week, we’re all about inspiring, awesome women. And that’s why we’re putting a spotlight on Salesforce’s new Chief Executive of UK and Ireland, Jayne-Anne Gadhia.

Jayne-Anne Gadhia, Founder of the start-up, Snoop, has been chosen to lead Salesforce’s UK and Ireland business, which is the largest market for Salesforce outside of the US!

I did a bit of research on Gadhia, and it turns out she was one of the founders of Virgin Direct in 1995 before spending five years at RBS. She became Chief Executive of Virgin Money in 2007, stepping down in 2018 following its takeover by CYBG. And she’s considered one of the financial services industry’s ‘most senior and best-known women’.

In 2015, the Government asked Gadhia to lead a review into the representation of women in senior managerial roles in financial services. In response to her recommendations in the review, HM Treasury launched the Women in Finance Charter. And now, there are over 330 firms of all shapes and sizes across financial services that are signed up to the commitments of the Charter – from global banks to credit unions, the largest insurance companies to the smallest fintech start-ups – with headquarters in the UK, USA, Europe and Asia.

As you can tell, Gadhia is a huge advocate for gender diversity in business. And in November 2016, she was appointed as the UK Government’s Women in Finance Champion, becoming a founder member of its Business Diversity and Inclusion Group in July 2017.

According to her Wikipedia page, she’s also been open about her experiences of depression and believes that better work-life balance can improve work performance. This is something which we’ve always been passionate about here at oe:gen.

Plus, if you follow her on Twitter, you’ll see how active she is about fighting climate change, advocating for equal pay, and other important causes close to our hearts.

It also mentions that in 2018, Gadhia was named Leader of the Year at the Lloyds Bank National Business Awards and was elected a Fellow of the Royal Society of Edinburgh. She was even awarded a CBE in the 2014 New Year Honours and made a Dame in the 2019 New Year’s Honours list!

Marc Benioff and Keith Block said in a joint statement: “Jayne-Anne is one of the most respected CEOs in the UK and we are thrilled to welcome her to Salesforce. With Jayne-Anne’s leadership, we are well-positioned to move into the next stage of growth and success for Salesforce, our customers, partners and communities.”

We’re always pumped to be a part of the Salesforce community, and seeing an important role model like Jayne-Anne lead the UK and Ireland business has made us even prouder to shout about Salesforce. I wonder if she’ll be up for speaking at our next Salesforce Women in Tech event?