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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!

Best Chrome Extensions for Salesforce Admins and Developers

If you’re a frequent Salesforce user, you’ve probably noticed that there are loads of Chrome extensions that can be installed to make your day-to-day life easier. But which are really worth your time?

This blog is going to focus more so on Admins and Developers more than end-users, but I’ll specify if any of these are also good for end-users. So, let’s dive in.

Salesforce Advanced Code Searcher

For Developers

This helps you get your code a few clicks shorter, as well as being able to search any string in your code.

You can also search your code components in your salesforce instances:

  • Apex Classes
  • Apex Triggers
  • Visualforce Pages
  • Visualforce Components

Salesforce Lightning Inspector

For Developers

The Salesforce Lightning Inspector opens up and improves your Lightning Component development, giving you access to a wealth of data about your running applications and components.

ORGanizer for Salesforce

For Admins & Developers

ORGanizer for Salesforce is a tool that allows you to recognise Salesforce tabs on your browser.

Salesforce Coloured Favicons

For Admins & Developers

Similar to ORGanizer for Salesforce, this can allow you to change the Salesforce favicon to different colours to be able to easily identify different salesforce orgs, which can also work for different sandbox instances.

Salesforce DevTools

For Developers

A powerful toolkit for Salesforce Developers, which includes Object references, ERD’s, Apex code generator, Query Editor, with others.

Enhanced Salesforce Dashboard

For Admins & Developers

The main feature of this is it allows you to auto-refresh dashboards of up to 7 columns, which gives you real-time information as Salesforce only allows you to refresh daily, weekly or monthly.

LastPass

For Admins & Developers & Users

LastPass is a great way to store usernames and passwords. We use this at oe:gen and when we are having to log into lots of different orgs and sandboxes throughout the day, this is a great way to quickly populate the login form with the orgs username and password.

Salesforce Change Set Helper

For Admins & Developers

Change-set with sort, view all, and additional information, such as last modified date, which allows comparison with all orgs.

Salesforce Workbench Tools for Google Chrome

For Admins & Developers

This is a Google Chrome extension for logging into Salesforce Workbench from an active Salesforce Session.

Salesforce ID Clipper

For Admins & Developers

This helps you get Salesforce IDs from records and links to your clipboard, which works in Lightning and in Communities.

Salesforce Community Page Optimizer

For Developers

Analyse, debug and improve the performance of your Lightning application. It analyses your lightning base community/apps and identifies performance optimization opportunities.

Cisco Webex

For Admins & Developers & Users

As a Salesforce Admin and Consultant, I have to take a lot of online meetings to confer with clients to scope out what they want and be able to check in with them to make sure what we’re building on Salesforce meets their expectations. The most useful bit about Webex is being able to screen-share — this really helps when we are trying to explain something.

Salesforce Chrome Extensions

For Admins & Developers & Users

This allows you to integrate your Gmail account with Salesforce, so you can access Salesforce records inside Gmail.

Grammarly

For Admins & Developers & Users

Grammarly is a great way to check and correct spelling errors. When I’m writing an email or comment on some form of Kanban board, it’s great to have spelling errors highlighted before I press the send button to stop myself looking silly!

Fuze

For Admins & Developers & Users

Fuze is a VoIP integration with Salesforce that lets you call people straight from a Salesforce record. This doesn’t only work for Salesforce records, but any website with a phone number field on it.

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?

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?

The benefits of integrating Salesforce with Sage

Salesforce is obviously a powerful tool for your sales team to manage contacts and orders, but you’re probably using a couple of other systems or applications to manage your business. Perhaps you’re using dedicated ERP system, such as Sage 200 / 300, or an accounting package, such as Sage 50.

The challenge that arises from this scenario is the disconnection between the systems and lack of data sharing. It can deprive Salesforce users of critical information required to drive sales and revenues, and can cause a significant amount of repetitive, bi-directional data entry.

Read moreThe benefits of integrating Salesforce with Sage

Salesforce Spring ‘19 Release Highlights

Spring is coming! Despite feeling like winter hasn’t really got going yet in the UK, a new Salesforce release is just around the corner. Here are our picks for the most interesting and exciting elements of the Spring ‘19 release.

As usual, please take all of these with a healthy pinch of salt, as they aren’t set in stone and may be subject to change ahead of go-live. We’ve broken the highlights down into three sections; for users, for admins and for developers.

Read moreSalesforce Spring ‘19 Release Highlights

Salesforce apps: buy vs. build

A dilemma: to buy a purpose-built app that already exists on the market, or to build a custom solution? Salesforce themselves absolutely rave about the AppExchange, where you can find a whole host of features that can be seamlessly integrated into your CRM. But what if you’ve been toying with the idea of building something a little more tailored instead of buying? Here are some things to think about before deciding what’s best for your business.

Read moreSalesforce apps: buy vs. build

How to choose the best apps for your Salesforce org

The AppExchange has over 3,400 Salesforce apps available, with over 5 million installs. No wonder people get overwhelmed with the amount of choice. It’s easy to get caught up with the excitement of new technology, but it’s also super important not to get too carried away. To help, here are some things to think about when planning your app installations.

Read moreHow to choose the best apps for your Salesforce org

Salesforce Summer ’18 Release Notes: Report Subfolders

“It would be great if we could create folder hierarchies for Reports, Dashboards, Documents, Email Templates etc. I have had many, many Salesforce users and admins request this feature. It would especially make the Reports tab a lot easier to navigate, and would help administrators be able to keep analytics better organised and easier to find — which would greatly help user adoption.”

This is one of the many requests sent to Salesforce from users regarding the desperate need for subfolders. Though it’s not the most exciting of updates (I mean, come on… it’s folders) it’s certainly one of the most overdue. Reports is an overwhelming area in Salesforce, especially if you’re an administrator viewing everything at once. But thanks to the Salesforce Summer ’18 release, organising your content is easier than ever. With subfolders in Lightning, you can now quickly create a logical structure for your report and dashboard folders. They can be organised by region, role, function, or whatever makes most sense to you. Easy peasy.

Read moreSalesforce Summer ’18 Release Notes: Report Subfolders

10 Salesforce integrations that’ll make your life easier

If someone mentioned APIs to me a few years ago, I’d have assumed it was some kind of beer. Of course, API actually stands for Application Programming Interface — which help web applications to talk to each other. Combined with Salesforce, these can help your business securely connect to a huge array of applications that can be extremely useful to your Sales, Marketing and Service teams. So, no Emily, they’re not a tasty beverage you can have watching the England game tonight. They’re a smidge smarter than that…

Read more10 Salesforce integrations that’ll make your life easier