How to celebrate with virtual exploding confetti in Salesforce Lightning

You might be aware of a cool little feature of Salesforce Lightning called ‘Salesforce Celebration’, where, when a user reaches a certain stage of an opportunity, they can be celebrated with confetti which virtually explodes on their screen!

One of our lovely customers asked us about this the other day, so we thought we’d share a little ‘how-to’ blog, if, like them, you’re also keen to implement this fun feature.

It’s a great little add-on which can improve your user adoption quite significantly, and only takes a few minutes to do!

[GIF from admin.salesforce.com]

On an Opportunity, you can see all the stages in which they go through. Using something called a ‘Path’ you can get a visual representation of where the opportunity record is in the Stage Lifecycle.

Along with the path (which has to be added via a Lightning Record Page), you can add Guidance for success, which gives users advice for each stage, like which fields they should fill in etc.

At the end of setting up a path, there is the option to add Confetti! And it’s definitely one of the most joyous parts of Salesforce, in my opinion.

Here, you’re able to set which stage you want confetti to explode at (this can be more than one stage) and the frequency of how often it should appear.

For example, you could have it set to fire confetti when the stage is Closed Won, but you only want the frequency of the confetti to be set to either ‘Rarely’, ‘Sometimes’, ‘Often’ or ‘Always’.

To set up a Path, follow these steps:

  • Go to setup
  • Search for ‘Path’
  • If this is the first path that you have created, then you’ll need to enable it by pressing ‘Enable’.
  • You’ll then need to choose a name and choose a picklist in which you want it to run off.
  • On the next page, you’ll need to choose your Guidance for Success. Here, you can choose which fields to suggest at each stage, as well as a rich text field where you can put any advice.
  • On the last screen, you can activate the path, and also set the confetti. And there you have it!

Have fun!

How much does Salesforce cost?

It recently came to light that a post I wrote on this subject many years ago isn’t really much use for people wanting to know the likely costs of Salesforce now!

A lot has changed in the SFDC ecosystem over the years… so what can you get for your beans these days? I updated this blog post in 2018 – it’s about time for a 2020 update! 

Sometimes our customers/potential customers have already had discussions with Salesforce [SFDC] directly, and other times we’re their first point of contact. Unsurprisingly, the answer to the question “How much does Salesforce cost?” is usually  “Well, it depends on…”:

  • What do you want to do with Salesforce?
  •  How many Salesforce licences will you need?
  • What kind of Salesforce licences will you need?
  •  Who do you want to work with on the implementation?

Click here for Salesforce licence costs


1. Salesforce for Customer Relationship Management (CRM) – [Sales Cloud]

Different companies have different understandings around what CRM means – we’re often called in to help facilitate cross-functional workshops to establish a clear understanding of the business benefits of a single view of data – whether it’s Accounts, Contacts, Sales and Financial information etc.

Remember the key benefit to businesses will be the management information which will be available.

INDICATIVE COST – Enterprise licences are £120+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Sales Cloud implementation

2. Salesforce for Customer Service  – [Service Cloud]

Out-of-the-box Salesforce has a big tick for allowing the automation/semi-automation of routine customer service activity such as raising cases/tracking activities, making customers happier using all the features in the #1 platform for service.

INDICATIVE COST – Licences are £60+/user/month. Consultancy and Implementation is £9,000+

Click here for more info on Service Cloud implementation

3. Salesforce for API integration and workflows – [Salesforce Platform]

oe:gen has been working with Salesforce for the past 10 years and are often asked to integrate with other systems or use complex workflows to create business applications on the Salesforce platform.

INDICATIVE COST – Licences are N/A. BA, Programming and Implementation is £15,000+

4. Salesforce for Customer or Partner Portals/Communities – [Community Cloud]

The phrase “The Social Enterprise” was coined by Salesforce a few years ago, and we’re now seeing the porous membrane effect —  as more and more companies chose to transparently share more and more information with their customers and partners. oe:gen are the number one specialists in EMEA delivering Communities, including UX and skinning to match corporate brand guidelines and create the best possible Customer Experience [CX]

INDICATIVE COST – Community Licences: pricing is now based on per user / log-ins – POA. Design and Implementation is £12,000+

Click here for more information on our implementation costs for Communities

5. Salesforce for Automated Marketing – [Pardot]

Generate high-quality leads with Pardot’s tools to keep your pipeline fully stocked with a steady flow of high-quality leads. We can get you up and running, or we can help design and create a more seamless brand experience for your existing Pardot landing pages, forms and emails.

INDICATIVE COST — Pardot B2B Licence:  Licence is £800+/month. Design and Implementation is £3,500+

Click here for more info on Pardot implementation and Pardot design support

6. Salesforce for Marketing teams – [Marketing Cloud]

Marketing Cloud is a unified platform of expert marketing tools built on the world’s #1 CRM – helping you know your customers, engage them, and personalise their experiences across everything, as if they were right in front of you.  It hooks into Salesforce CRM to integrate every touchpoint and experience with your brand across advertising, marketing, commerce, sales, service, and apps.

INDICATIVE COST – This is one of the most expensive licence types:  POA. Consultancy and Implementation is £30,000 – £50,000+

7. Switching to Salesforce Lightning  – [All Salesforce Clouds]

If you’re a new Salesforce customer then you’ve already experienced the latest Salesforce UX visual experience. If you’re still on “Classic” then you need to transition/migrate/change your Salesforce org to the new look and feel.

The stats prove how much more engagement you’ll get – and that’ll result in happier customers, as well. It can be very straightforward where you’re using Salesforce in a fairly straightforward way – if it’s a more mature Salesforce instance, it can get a little trickier.

INDICATIVE COST – No licence cost implications. Consultancy and Implementation is £6,000-£20,000+

Click here for information about Salesforce Lightning Transition

Get in touch if you have any more questions about Salesforce implementation costs, we’d love to hear from you!

Tips for Data Loading, and the best (free!) options

What’s Data Loading?

Entering data for a record in Salesforce is part of the platform’s core functionality. But what if data needs to be added, updated, or deleted for five records? Or 25? Or 8 million?

Depending on the amount of data that we’re talking about, it could be mildly irritating, a major pain in the bum, or simply impossible to make those changes manually. Data Loading is the term we use for making mass updates to our data, and there are a number of tools available to help us do it.

Use cases

The most common use cases for a Data Loading tool are:

  • Exporting data from an org,perhaps to migrate to another system, make a back-up, or create a “sample” of our data that we can then import into a sandbox org.
  • Inserting data, either from another system, another org.
  • Deleting multiple records.
  • Updating multiple records.

The options

Unsurprisingly Salesforce’s AppExchange is a good place to look for Data Loading apps. Most of them are not free, and as we all like free stuff (and there are dozens of apps) I’m only going to talk about a few of the options that are free (but still with great features).

Data Import Wizard

Salesforce has it’s own built-in Data migration tools, called Data Import Wizard (for importing data) and Data Export Wizard (for, well, you know). They’re accessed within your org’s Setup, and are really easy to use because the formatting is similar to the native editing environment in Salesforce.

Data Loader

This is an external application which can be used via the web app at dataloader.io or the desktop app. The web app has free and paid plans so be sure that the free plan meets your needs.

Jitterbit’s Cloud Data Loader

Part of Jitterbit’s Harmony platform, but can be used in isolation at no cost. There’s no web app but installing the desktop app is so easy even I could do it.

So which is numero uno?

The specific use case, as well as personal preference, has a big impact on which tool would be most suitable. Some people I know really like the Data Loader desktop app; I’m more of a fan of Jitterbit’s offering. But they do have some limitations which no amount of fanboyism can ignore, so here’s a summary of the features of the three tools.

Data Loading — Best Practices

No matter which option you use, how you use it is obviously very important. So here are my top 6 best practices for importing and exporting data to your Salesforce org:

  • If you’re updating or deleting data, make a backup of your data first. Always.
  • Test a batch of records first. Five should do the trick. If you’re importing or inserting records, remember not to include those five records when you do the actual import!
  • If something goes wrong you can use the Mass Delete feature to delete up to 250 records at a time without the need of a Data Loading tool.
  • Disable workflow processes, validation rules and Apex triggers. If your Sales Director gets an auto email notification whenever a record is added, and you mass-insert 50,000 of them, he’s not gonna be a happy chap.
  • Ensure that roles, profiles and sharing rules permit the required levels of access before performing the data import, especially if the data is sensitive.
  • Create a data template for each object, typically the field names. If records are already in the database, exporting a record will give you a CSV file with the required fields (i.e. your data template!)

Clean data

We all love a nice, smooth data load, don’t we? There are some things that can be done to help make this a reality. Here are my top 6 tips on cleaning data before it’s inserted or updated to your org:

  • Consolidate values. Have one common value, so instead of “SF”, “San Francisco” and “San Fran” all referring to the same thing, have one true value.
  • Use existing picklist values. Replace values in your data that are not in the object’s picklist value set with values that are.
  • Use the correct parent record IDs, so child records will be related to the correct parent when they are imported.
  • Reduce the possibility of importing dirty data by using Lookup fields, automated field updates (with a Process Builder for example), or formula fields in your org; you can then omit the data values for those fields from the import completely!
  • Replicate the object’s field names in the data import file’s column names. This will help the “automapping” feature of the data loading tool to map the columns to the right fields.
  • Include the Record Owner ID for each record if possible. Otherwise, all imported records will get the user who imported the data as the Record Owner.

Using Excel to help clean your data

Excel can be used in a number of ways to clean your data. Here are my top 6:

  • The Sort function to sort by a column; this then helps to manually see duplicates.
  • Filter helps to see records with similar field values, which can then be consolidated to a single value.
  • If the source data file contains formulas, Save As CSV saves the resulting values, not the formulas.
  • Find and Replace helps to standardise fields by replacing or deleting data (for example removing letters so only numbers remain).
  • Concatenate combines values from more than one column, which is useful for things like combining a phone area code and phone number if they are in separate columns. (And Text to Columns does the opposite).
  • Format Cells helps standardise values. So if you need to ensure every value in a column starts with a 0, this is your guy.

Integrating Creditsafe with Salesforce

Creditsafe is a software that lets you check potential customers and suppliers’ credit in seconds. And as a business, it’s important which prospects to peruse while maintaining a balanced portfolio. By being able to understand the credit risk associated with each customer, you can help shield your business from the risk of prolonged debt.

Thankfully, as you might’ve guessed by the title, Creditsafe integrates with Salesforce, which creates a lethal weapon when it comes to onboarding leads! You can put the Creditsafe Visualforce Page on a Lead Lightning Page and be able to check and store a company’s credit score (I do love a good rhyme).

Creditsafe has around 8000 sources where it gets its data, and these are all updated as frequently as daily, so you will be getting real-time data.

Once Creditsafe is all set up, it’s as simple as the press of a button. As your Account/Lead record will already be created, all you have to do is go to the section where you have set up Creditsafe on the page, then press the ‘Find Company’ button. It will use the information already in the record to search for the company and return related results. Select the correct company, and with the fields you mapped, it will populate fields on the record. So simple.

One of my favourite things about Creditsafe for Salesforce is the field mapping. You can have custom fields as well as all the fields that come with the Creditsafe package, and map them to whatever Creditsafe stores about the company, which helps you gain more information about a lead. This is vital to be able to get a better understanding of a client and choose the right customers for you.

If you’re interested in Creditsafe, this is where it gets a bit more technical as we go into the capabilities of what it can do. Just like a lot of managed packages, you can add it to the Lightning Page or the Page Layout, depending on what your preference is. I prefer it on the Page Layout, so then the Visualforce Page is right next to all the related fields, all in one section. There are a number of fields that come with the package, and here at oe:gen, we use:

  • Creditsafe Rating
  • Creditsafe Limit
  • Last Refreshed
  • Creditsafe Number
  • Company Status
  • Creditsafe Company Type
  • Employees
  • Pre-tax profit
  • Shareholder Funds.

But this isn’t all they offer. There are lots of other fields that can be put onto a record to get a better insight into a customer. Some others include:

  • Registered company address Company telephone number
  • International score
  • SIC code
  • Director details
  • Ultimate holding company
  • Company website
  • Event history.

Creditsafe works on a pay-per-search basis. You purchase the number of searches you want, and that’s what you get until you run out. I believe it’s subscription-based so you can say I want 5000 searches a year, and it renews, but if it runs out, you can buy more.

These are the four things that Creditsafe says are the capabilities of integrating with Salesforce:

  • Append credit scores & limits to company records
  • Automate your credit & lending decisions
  • Enhance customer records and prospect data
  • Monitor important company changes in your customer base.

Creditsafe have an amazing customer support and setting it up inside your Salesforce org is really simple. Here at oe:gen we struggled with the difference between the Canvas App and the Visualforce Page (I would strongly recommend using the Visualforce Page), as the Canvas App can only go across one column, which makes it a bit squished, compared to the Visualforce Page which can go across both columns on a Page Layout.

To sum up, Creditsafe is a credit checking software which can be installed from Salesforces AppExchange and put onto your lead and account records. They also have a free trial on their website with limited capabilities where you can try it out and see if it fits your business! So why not give it a go?

Top 10 things you need to know about integrating LinkedIn with Salesforce

LinkedIn Sales Navigator helps sales reps target the right buyers, understand key insights, and engage with customers with personalised outreach. And best of all, this can be integrated with Salesforce to add that extra level to your data.

The LinkedIn Sales Navigator can be surfaced on the account, contact, and lead objects in Salesforce either through a lightning component that you can add to a lightning page, or a visual force page onto a page layout.

Here are some of the things you need to be aware of when using the LinkedIn Sales Navigator:

  1. Licensing
  2. Is Sales Navigator right for you?
  3. Setting it up
  4. Adding to Page Layouts
  5. Adding to Lightning Record Pages
  6. Sync to salesforce
  7. Usage Reports
  8. Creating Lists
  9. Icebreakers/Introductions
  10. Related Leads

1. Licensing

Licenses for sales navigator is not a one-off purchase, it’s a subscription done per-user. This means you’ll pay monthly or annually for the number of users you have.

There are also different packages you can buy from the website, which have different features and prices. I won’t go into the details of these, but there are three packages, which are quite self-explanatory about who they’re aimed at:

  • Professional
  • Team
  • Enterprise

I suggest ringing LinkedIn up to find out what package is best for you and what the Sales Navigator can do for you specifically, which leads nicely into the next point.

2. Is Sales Navigator right for you?

There are a lot of possibilities when using the Sales Navigator by LinkedIn, but making sure it’s right for you will be key.

I suggest doing a gap analysis, looking at where you are now, then comparing against where you could be with the LinkedIn integration with your Salesforce Org. This will help you see if it’ll benefit your business, looking at all the downsides of it as a contrast.

3. Setting it up

There are a few settings in Salesforce and LinkedIn that you need and some others that you should consider setting up.

If you’re going to be using the Sales Navigator, you need to install it from the AppExchange. It’s called ‘LinkedIn Sales Navigator for Salesforce’, and I suggest installing it for all users, as each user will need to sign into their Sales Navigator account anyway. Only users with this account will be able to view any LinkedIn data that doesn’t sit in Salesforce yet (as it’s still in Sales Navigator).

Field mapping

In Salesforce, there are field mappings that you can set-up. So if there’s any data sitting in LinkedIn that you want to pull across to Salesforce, you can select where the data in Sales Navigator will sit in Salesforce. These can be Standard and Custom fields.

Linking Accounts & SSO (Single Sign-On)

You’ll be prompted to sign in to LinkedIn when you’ve successfully installed the package from the AppExchange. This will include SSO (Single Sign-On), which means when a user signs into Sales Navigator once in their Salesforce, they will stay signed in.

4. Adding to Page Layouts

There are two ways to surface the LinkedIn Sales Navigator so it’s visible on records, and one of those ways is by utilising Page Layouts. If you’re not quite Salesforce savvy yet, these are where you decide what fields, related lists and buttons you see on a record.

LinkedIn Sales Navigator uses a Visualforce Page which can be surfaced on certain object types. For example, on Account, you can add the AccountLinkedInSalesPage, which will bring up Account information in LinkedIn. But say we go to the Lead object – here, we can surface the AccountLinkedInSalesPage as Leads can belong to an Account, but we can also pull in the LeadLinkedInMemberPage which will show Lead information, for the individual who sits in LinkedIn.

You can choose where on the Page Layout to put this, and most clients I’ve worked with who use Page Layouts choose to put it at the bottom of the page, so you don’t have to scroll past a chunky Visualforce Page when trying to view some fields. If you do choose to put it at the top, I suggest using the Highlights Panel so you can view important fields quickly, without having to scroll through them all.

5. Adding to Lightning Pages

This is probably the better option of the two, as it looks a lot tidier and can be put into its own section (tab). When you download the package, it will automatically install two different types of Lightning Components, dependant on the Object you are changing the Lightning Page to. If you go to edit the Lead Object Page Layout and look at the Lightning Components, you’ll see:

  • Sales Navigator: Member Profile
  • Sales Navigator: Company Profile

These can be placed on the page layout to give information about the Lead and the Lead’s Account. The same goes for contacts. But for Accounts, there isn’t the Member Profile Lightning Component, only the Company Profile.

6. Sync to Salesforce

Once you’ve surfaced either the Member Profile or Company Profile, you can start to put LinkedIn data into Salesforce.

For example, say you just created a Lead from a Campaign you did yesterday, and now you want to get a bit more information about this person. All you have is their email and name. But you’re looking to find out what industry they’re in, their job title and their interests.

If you go on the record for this Lead and locate the LinkedIn Sales Navigator Member Profile that we added earlier, you should see a Lead that LinkedIn has matched from their database. You can click on this person to get more information. If it is them, you have the option to press a button labelled ‘Match’, where for any fields you have matched which aren’t filled in (in Salesforce), the Sales Navigator will populate them with data stored in LinkedIn.

7. Usage Reports

Usage reports help you to see how well everybody in your company is doing. Its measurements go off something called SSI (Social Selling Index), which measures how well your team is doing against the four elements of social selling on LinkedIn. These four elements are:

  • Establishing your professional brand
  • Finding the right people
  • Engaging with insights
  • Building relationships.

These are broken down into a pie chart where you can see how well your company is doing each element.

Usage reports aren’t available to see in Salesforce – you need to go into the Sales Navigator to be able to see it. You can do this by doing to https://www.linkedin.com/sales, where there are more capabilities than what sits inside Salesforce.

8. Creating lists

Inside the Sales Navigator, there are lists for members and companies. This is good if you want to categorise Leads/Accounts. For example, if you had different sectors where leads come from, you could have an Automobile list, where you save all the Leads in the Automobile industry. This can also be done for accounts.

9. Icebreakers/Introductions

On a record, you can see Icebreakers and get an introduction inside the LinkedIn Sales Navigator. This can be done from Salesforce by going to a record (for example a Lead) and going to the Member Profile of Sales Navigator, then pressing the More tab, and then ‘IceBreakers’. Here, you’ll see some of their interests to make that first message a little more personalised and engaging.

You also have the option to get an introduction. The system will look for any connections that you both share so you can message the shared connection and ask for an introduction to the Lead. This is a really great way to add trust to your message, as you’ll have been referred.

10. Related Leads

There is also an option to find related leads. In a record on the Sales Navigator, you can press more and press the tab ‘Related Leads’. This will show leads that are related to the lead you are currently looking at, they might share interests, work for the same company, be in the same industry, I’m not too sure what this is based off, but it is a good way to find more potential leads.

Is Salesforce right for your nonprofit?

Rallying donors, engaging with your community and hitting your fundraising targets isn’t easy when you’ve got hardly any time, resources or IT budget. And even if you were to install new technologies to help you overcome your everyday challenges, the chances are they won’t be tailored enough to suit your specific organisation’s needs. The struggle is most certainly real for nonprofits doing demanding, important work with limited resources. Could Salesforce be the answer?

Read moreIs Salesforce right for your nonprofit?

Salesforce AI introduces ‘conversational CRM’ with Einstein Voice

Gamechanger alert: The AI advancements of Salesforce Einstein continues with a new speech UI and voice bot platform for Salesforce users. Yep, you read that correctly. Welcome to the future.

Ahead of Dreamforce this week, Salesforce announced the Einstein Voice platform, composed of two shiny new updates — the Einstein Voice assistant and Einstein Voice Bots. Voice Assistant is a speech UI for Salesforce, accessible through the Salesforce app or smart speakers, and Voice Bots help customers build their own voice assistants. Here’s the lowdown.

Create conversational updates with Einstein Voice

If these products perform as Salesforce say they will, using Salesforce is going to be more effortless than ever. Think about how much easier it’s going to be to simply talk to Einstein conversationally when you want to enter data or create memos — from anywhere! It’s an absolute game changer.

According to Salesforce, here’s how AI makes this all work:

As you verbally dictate your memo, Einstein Voice transcribes the audio stream to allow our natural language understanding models to classify what types of updates you need to make to the various fields in Salesforce. It then extracts and normalizes the inputs to match the required field formats, like the close date and deal amount for a given opportunity . . . Einstein Voice Assistant can create tasks and understand terms like “next month” to make sure Salesforce reminds you at the appropriate time. Einstein Voice Assistant finishes this all off by logging an event on the record and ensuring all relevant contacts are included in the event’s details, making you more productive.

How Einstein Voice can be used

So let’s say you’re a Sales guy on-the-go and you’ve just had a really great meeting with a client. You want to log your updates into Salesforce while the info is still fresh in your mind, but you’ve got another meeting to run to straight after so don’t have the time. Well, instead of sending a quick email to your team or worse, having to manually enter your notes when you get back to your desk, you can just chat to Einstein to verbally log the update through your Salesforce app.

Here’s a video demo that Salesforce CEO Marc Benioff posted on his Twitter.

Einstein Voice will find the relevant records and automatically update the fields with the latest info you’ve just spoken aloud. It can also create follow-up tasks, notify teammates, and apparently can even be configured to deliver daily, personalised briefings through smart speakers and the Salesforce app.

Build your own Einstein Voice Bots

‘In a matter of a few clicks’, you’ll be able to build your own voice assistants without any code. You’ll also be able to brand it up for your unique company and use it with any smart speaker like Google Home or Alexa. This could make it incredibly easy for companies to embrace AI-powered customer experiences that are more useful, more engaging, and much quicker to roll out.

When will this be available?

These products won’t be available to Salesforce users until Summer and winter 2019 and pricing hasn’t been determined yet. However, this is definitely giving us a sneak peek into how Salesforce are leading the way to the future of CRM systems. We’re keeping a peeled eye at Dreamforce for more brilliant updates. Follow us on Instagram to see what we get up to in San Francisco! 

Image and information sourced from Salesforce

oe:gen are now a Salesforce Silver Consulting Partner!

We’ve got some great news to share with you! All of our team’s hard work has paid off, and today we finally hit the Silver partner tier of Salesforce! We already knew we were dead good at what we do, but this means we’re now universally recognised as being dead good. Pretty cool, right?

Read moreoe:gen are now a Salesforce Silver Consulting Partner!