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What we learned at the Nottingham Salesforce Women in Tech

Yesterday at the Nottingham Salesforce Women in Tech I found myself yet again surrounded by a wonderfully supportive, inspiring bunch of excellent people.

From Rebena we learned how to package up our strengths to build our brand credibility. We also learned that perhaps we need to shout about the seemingly ‘obvious’ stuff a bit more — because what’s obvious to us might not be obvious to everyone else.


Arianne taught us that great minds DON’T all think alike. She used her history of ‘epic fails’ to remind us that some of the best successes come from being brave enough to try and accept potential failure. “Make the crazy decision! Do the mad thing!”

She also spoke about Kintsukuroi — the art of repairing broken pottery with gold and understanding that the piece is more beautiful for having been broken. We should all view ourselves like this when we feel we’ve failed…


Jo showed us how to “cut the crap” — how valuing your own time and prioritising the things that are most important to you will help you become more productive and happier. Also why, sometimes, being contactable every minute of the day via every app under the sun isn’t doing us any favours, personally or professionally. We were also introduced to The Eisenhower Matrix!


And to quote Lucy Pickering’s Tweet from the day, Susan concluded ‘an inspiring afternoon of talks about knowing yourself, learning from failure and building resilience’ with a fun, inspiring recap of her entrepreneurial journey. From Susan we learned that to build a successful entrepreneurial career, we need to be resilient, put in the hard work, surround ourselves with the best people, and always follow our ‘north-star’ values. And while having processes and systems in place is great for business, we need to make sure we’re not processing the creativity out of our teams.


To those that came along yesterday — thank you for your support, company and Tweets! We hope you enjoyed the afternoon as much as we did.

To my lovely colleagues who helped us pull this off despite a couple of (hopefully unnoticeable) snags on my part (if you know you know) — thank you for always helping us run this crazy show smoothly.

To our brilliant speakers — I cannot even. You guys rock.

And to those that missed it this time — I feel like I can never do these ladies justice in my attempt to recap. So you’re honestly better off coming to witness these quarterly events for yourself. To do just that, you can sign up to the Trailblazer community here to get notified about our next one via email! They’re always totally free to keep them as accessible as possible.

What would you like to see more of next time? What topics would you most like us to cover? 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?

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?

What I learnt at the September Salesforce Administrators Group event

It was another great turn-out for the Salesforce Administrators group, and why not? We had another great line up that only a fool would miss! But don’t worry, if you were unable to attend, here’s what happened on the day…

Observations from 500 contact centre visits over the past 28 years

Speaker: David Thomson, Principal Solutions Engineer at Salesforce

After a short introduction, David kickstarted his talk by focusing on Salesforce’s Service Cloud and how different organisations have identified problems and resolved or improved them by using the adaptable platform.

Looking at the Pros and cons of Artificial Intelligence, World war two planes and designing women’s trainers, we really did cover a lot of ground.

Some key points for me were around having a good Knowledge base that will really help divert traffic and improve the customer’s experience. If you provide a smooth, streamlined service that makes it effortless for your customer to learn and engage with your business, they’re much more likely to return.

We then started looking into various examples of ‘understanding the user’s needs’ by looking inwards, rather than outwards to help shape the way customer service is delivered. An example of this is empowering service agents to apply discretionary funds as and when they feel is required, and looking at the impact this can have on the customer. No authorization, no sign-off — just simple customer service, done well.

Dave then started talking about the importance of getting the basics right instead of just focusing on giving the customer the ‘wow’ factor. A good, clean, basic service will ‘wow’ your customers in a way that will keep them returning time and time again, without the added complications of additional whistles and bells that may not add any true value.

We then started looking at the consolidated customer view and what benefits this can bring to your company. Dave told us that seeing all interactions and generating opportunities based on those interactions will help predict prospects, which really shows how the Salesforce platform can help you engage customers better!

Summary:

David’s talk was really engaging! It was a great condensed learning opportunity to understand how 500 different contact centres have all used and adapted Salesforce to tackle and improve their own unique issues and customer experiences. I would be very surprised if there were people in the room who didn’t go home with at least one take away point from this talk!

With some great examples and clear useful slides and some recommended reading material, this talk is definitely one to put on your radar.

Dave’s Recommended Reading:

  1. The effortless experience – Mathew Dixon
    This is well worth a read on how to gain customer loyalty.
  2. Invisible woman – Caroline Criado Perez
    An amazing book which is a real eye-opener about how the world was designed with men at the forefront.

IHG User story

Speaker: Emma Keeling, Product Manager Sales and Catering of InterContinental Hotel Group (IHG)

Emma is a regular member of the #SFNotts and #SFWiTNotts user group, so it was wonderful to have the opportunity to listen and understand her personal engagement with the Salesforce platform!

Emma (aka ‘Mamma Bear’, as stated on her lovely t-shirt) started by setting the scene and guiding us through her career path. First explaining how she came to work in the hospitality industry and then how, over time, she became ‘The’ subject matter expert in their previous operational system – a system that had the ability to take bookings, look at scheduling and prepare invoicing. She became the go-to person for any troubleshooting issues or user guidance.

Emma was then informed that the current system was no longer going to be supported and needs to be moved over to a new platform. This couldn’t have come at a better time as she was also just about to go on maternity leave (welcome ‘Baby bear’)!

On Emma’s return to work, suddenly she found herself walking into a whole new system, going from a subject matter expert to clueless in what seemed like overnight. With people still looking to Emma to provide support, she soon realized she had to roll up her sleeves and get to grips with this new Salesforce platform.

By engaging with the Salesforce trailhead learning platform, Emma soon got her Ranger status and then went onwards to achieve 3 x Certified status and regaining her title of ‘SME’.

Emma then went on to explain and demonstrate how she and her team have adapted and use the Salesforce platform within the hospitality industry to include: account management, room booking, and conferencing and events.

IHG have now built a bespoke platform that they’re hoping to roll out to their franchises to better help, support and align their business processes. This not only helps the in-house staff but also adds value to their customers and offering something more.

Summary:

Emma’s story was a great real-life example of how salesforce can be turned from an unknown entity into a practical, bespoke, and streamlined system that can be configured and rolled out en-mass.

Using real-life experiences and diving into the free Trailhead learning platform can transform not only yourself from clueless to SME, but also giving you the skills to make the Salesforce platform what you need it to be.

An Introduction to Salesforce Maps – an admin perspective

Speaker: Christy AU, Senior Portfolio Success Manager at Salesforce

Having previously worked in a logistics company, this talk was the one I was looking forward to most!

Christy describes Salesforce Maps like ‘The Uber CRM Experience’. Having the ability to really visualise account data in real-time and seeing first hand where accounts, reps and opportunities lie within the geographic area can help you focus your target audiences and make journey-planning a breeze!

Live locations give your business the opportunity to track service/sales reps in real-time, so you can give accurate ETA’s, and improve your levels of customer service. But it mainly ensures the safety of your remote workers.

Salesforce Maps also has the additional features of having notifications settings to advise when employees have arrived at their destinations, which allows for much more flexible in diary planning and gives greater value if events change.

Christy enforced that Salesforce Maps wasn’t designed to micromanage your employees or act as Big Brother tracking every movement. But it allows for greater flexibility in account management and gives the flexibility that’s sometimes needed when out on the road. This app can also be switched on and off by the company and the employee directly.

Using live demos, Chirsty went on to show how you can optimise paths. For example, if you have four accounts regionally and you wanted to see accounts nearby, you can set a radius and clearly see which accounts are within reach. This is really going to help you book meetings to calculate the best journey paths!

You can create a report within Salesforce Maps. However, a limiting factor is you can’t currently pull reports into it. Salesforce, if you’re listening, this might be something for the future…

But this doesn’t mean you should rule it out as an existing Salesforce user. The complexity and value of this feature within the Salesforce Maps application is still worth the effort of adding your existing customer base.

Using colour coding and markers helps you to visually see key accounts and other defined details, with the option to hover over each account and see related records to include chatter, contact details, and other activities.

Advanced routing to solve Traveling Salesperson Problems (TSP) and Vehicle Routing Problems (VRP) can not only save time, give added security but will also navigate using an application of your choice like google maps or alternative Nav options.

Summary:

Christy gave a really great overview of this application and I can really understand how this can add real core value to some of the industries out there.

Being a person out on the road and also heading the coordination of field teams in the past, I am envious this was not available to me then! Having a really clear visual tool like this would not only have made diary management more streamline but would have also given me an extra security level and peace of mind when out and about in remote and isolated places.

The Twitter competition

The winner of a years subscription to one of JetBrains IDEs with a street value of £399 was…

Lee from Bookwise – congratulations!

If you’re interested in attending the next oe:gen Salesforce Admin Group (#SFnotts) or any of our upcoming events, sign up to our weekly blog or monthly newsletter subscription list to keep in the know or visit this link!

Our next event is our Salesforce women in Tech event (#SFWITNotts) which will be on the 9th October 2-5pm so get the date in your diary and book — places are limited! Check it out here.

And if any of you out there are interested in being a guest speaker please contact Paul or Emily on LinkedIn!

See you next time x

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.

Our favourite IDE (and how you can win a year’s free subscription to it!)

Last week, the lovely people over at JetBrains sent us a free one-year subscription to ANY of their IDEs to give away at the September Salesforce User Group – sign up to the event and Tweet about it using #SFNotts for a chance to win your choice of JetBrains’ IDEs for up to ONE YEAR! 

We use JetBrains’ tools here at oe:gen to build the amazing solutions we build day-to-day. The particular IDE we use here at oe:gen is WebStorm by JetBrains.

We started using WebStorm shortly after the maker of our long-favoured tool MavensMate announced that development would be ceased. After trying a couple of different options, we soon found our way to WebStorm and Illuminated Cloud 2 (a plugin for WebStorm, built for developing applications on the Salesforce platform).  

We’ve been using WebStorm and Illuminated Cloud 2 for about a year now, and it’s been great! I’ve asked a couple of our developers to come up with their favourite things about WebStorm. Here’s what we said:

Me – Salesforce Developer 

My favourite thing about WebStorm — and the entire range of JetBrains’ products — is the community around them. They’re hugely customisable, and there’s a great support base for all of their products. 

Mark Ramsell – Head of Salesforce Development 

The plugins, version control features and the speed (once it’s open) compared to other similar IDEs (VS Code aside).

John Hutchinson – Senior Salesforce Developer 

One of my favourite bits is the code inspection tool. It highlights bad practice code segments and picks up missed js syntax things that could trip you up in edge cases. You can set up a different profile for different use cases too so you can run one profile for your code and another for when you’re doing code review of someone else’s that’s less strict. It’s worth noting that there are always false positives when running code inspection so you can’t trust it implicitly and have to use it as a guideline not a gold standard.

It’s safe to say that WebStorm has a lot to offer, and coupled with Illuminated Cloud 2, it’s one of the best IDE’s we’ve come across here at oe:gen, and it’s supported us a great deal in our expansion with more developers over the past year.  

Don’t forget to sign up to the Nottingham Salesforce User Group meet up next week and Tweet with #SFNotts to be in for your chance to win! 

Winter ’20 tools and critical updates for Lightning Experience transition

There has never been a better time to get serious about Lightning Experience. Because starting in October 2019, Salesforce is finally turning on Lightning Experience for all orgs and removing the option to disable it. To help you prep your org and users for this amazing new interface, Salesforce has added more tools to the transition toolkit.

  • Turn On Lightning Experience (Critical Update, Enforced)

    Salesforce is turning on Lightning Experience on a rolling basis in Winter ’20. Users still have access to Salesforce Classic after Lightning Experience is turned on, but Lightning Experience is where you want to be for driving business growth and improving productivity.

    So in Winter ’20, Salesforce is going to be turning on Lightning Experience on a rolling basis. Don’t worry, because they know people hate change, users will still have access to Classic after Lightning has been turned on. But let’s be honest, Lightning Experience is miles better for driving business growth and improving productivity, so why would they want to?

    This critical update was first made available in Spring ’19. To make sure you’re ready, verify your org’s existing features and customisations in the new interface, and prepare your users for the change!
  • Lightning Experience Graduates to a Permanent Fixture in Salesforce

    Lightning Experience is permanently enabled as of Winter ’20, either by an admin at your company or via the Lightning Experience Critical Update.

    After Lightning Experience is turned on, you won’t be able to disable it. But remember, all users will still have access to Salesforce Classic and can switch between the two interfaces as needed. But still, it’s not clear how long this option will be available for.
  • Default User Experience After Lightning Experience Is Turned On

    After Lightning Experience is turned on, a user’s default interface depends on when they were added to your org.

    Regardless of the default interface, Lightning Experience-enabled users can use the Switcher to move between Lightning Experience and Salesforce Classic.
  • Lightning Experience Configuration Converter: Scanning and Preparing Visualforce Pages, Hard-Coded URLs, AppExchange Packages, and More

    Using the Lightning Experience Configuration Converter, you can streamline and automate common transition tasks easily. And Salesforce has now made the Actions and Buttons tab generally available. It also helps with AppExchange packages and hard-coded URLs.
  • Access Lightning Experience Transition Tools in Government Cloud Orgs

    You can now enable access to Lightning Adoption Transition Tools housed on Heroku, which really gets the transition ball rolling.

    This means that when any admin in the org reads and acknowledges the terms of use for these Heroku-based apps, all admins in the org get access to the Salesforce Optimizer, Lightning Experience Configuration Converter, Lightning Experience Readiness Check, and Change Management Hub.

Though you will be moved over to Lightning by Salesforce, we don’t recommend that you wait for that to happen. You want to do it at your own pace to make sure everything you need is Lightning-ready. And we can help you with that. Check out our Lightning Transition service!

EVENT: Nottingham Salesforce Women in Tech | October

On October 9th from 2-5pm, we’ll be having our 5th Salesforce Women in Tech event! And as always, there will be four inspiring, wonderful, brilliant speakers there to share their knowledge and chat to us about their career journeys. Here’s a little bit about them…

Salesforce Women in Tech Nottingham

Rebena Sanghera

Derby College

Lecturer in Computing and a Microsoft Certified Educator

Rebena Sanghera is a Lecturer in Computing and a Microsoft Certified Educator who specialises in security and project management concepts. She builds blended, eLearning and classroom products with a focus on measurable behavioural outcomes and is currently converging computing and HR with her niche interest in eLearning compliance behaviours. She also works with individuals to develop their profiles using eLearning as a way of growing their professional brands.

Salesforce Women in Tech Nottingham

Jo Milton

Breadwinner

CFO/COO

An entrepreneur by nature, Jo has been involved in evaluating & financing companies or running companies since she left University. Her interests have always led her to continuous refinement and expansion of a business and its processes, and she thrives on making order out of chaos.

Jo is currently the CFO / COO of Breadwinner Integrations, which produces cloud-based integration software. Their principal integration tool is Breadwinner which integrates Salesforce and Xero. As well as her official title, she wears several other hats, as anyone at a fast-paced tech start-up inevitably does. Until recently, she’s been running four companies and has just sold one. 

Salesforce Women in Tech Nottingham

Arianne Donoghue

Edit

Associate Director – Digital Strategy

Arianne is Edit’s Associate Director of Digital Strategy, helping clients solve their business problems through marketing, technology and data. Having worked for some of the biggest search agencies in the country and client-side for the likes of Thomas Cook, Mamas & Papas, and icelolly.com, she’s at the forefront of what’s new within the industry. Arianne is involved with initiatives to promote diversity and inclusion in digital and is a regular industry speaker at digital events across the country.

Salesforce Women in Tech Nottingham

Susan Hallam MBE

Hallam

Founder/CEO

With more than 30 years’ experience working in the digital industry, Susan Hallam is a leading influencer in the Internet world and a thought leader who inspires businesses to greater success through digital engagement. 

She is a practising digital marketing consultant, a public speaker, and Founder/CEO of Hallam —  one of the UK’s leading digital agencies.

As Chair of the Board of Nottingham’s Creative Quarter, Susan is committed to the growth of the city’s creative economy, and developing Nottingham’s reputation as a great place to live, learn, work, and invest.

Susan was awarded an MBE for services to entrepreneurship and innovation in the Queen’s Honors 2018. Also in 2018, Susan was named a BIMA 100 CEO & Leaders shaping the digital industry, and she was made a Fellow of the Institute of Direct Marketing.

She is a Freeman of the City of London and a Trustee of Nottingham Castle. She is also a chartered member of CIM and CILIP. Born in the USA, Susan has resided in the UK since 1985.

Formerly a Senior Lecturer in Computing at Nottingham Trent University with a specialist interest in digital technologies, Susan also held senior digital marketing roles at BT and Capital One before establishing Hallam Internet in 1999. A Premier Google Partner, Hallam Internet employs more than 60 people who, under Susan’s leadership, provide a full range of digital marketing services to companies regionally, nationally, and internationally.  

Agenda

2:00 PMWelcome!We’ll kick off at 2pm with a short welcome from organiser Emily Malone.
2:10 PM‘Elevating to Expert: Building eLearning to grow your brand’ — Rebena SangheraAre you networking enough? Have you embedded SEO into your LinkedIn? All of that and more? More importantly, amongst all the noise, where can the key people perceive the value only you can bring? This talk focuses on how building eLearning products can aid your professional visibility and make your authentic self known to others. We’ll introduce a simple brand model for eLearning and review what it means to encapsulate your expertise and how through the creation of eLearning products, others can experience and see your value — even when you’re not there.
2:40 PM

‘Driving Diversity & Success By Reframing Failure’ — Arianne Donoghue
One of the (many) issues facing us in digital right now is a lack of diversity, including gender where recent stats estimate that only 26% of people working in our industry are women. Something that might be holding women back is a fear of failure and taking risks. In this session, Arianne will talk about how we should not be scared of failure, and why we should embrace it, using her own history of epic fails as a backdrop. She’ll also give actionable tips and advice to women who are early in their careers — about things they can do to gain confidence, build their networks and make their voices heard.
3:10 PMBreakTea, coffee, and Doughnotts!
3:30 PM ‘Cut the Crap’ — Jo Milton
When life just gets busier and more hectic, let’s look at the ways to prioritise, organise and ultimately make ourselves more efficient. We only get to live life once so nail everything. Make your work efficient and productive and enjoy your free time/ family time. Let’s look at ways we can make this happen. All this from the perspective of someone who runs four companies, has recently become a mother and just finished an 18 month home rebuild.
4:00 PM‘From Start Up to Scale Up: My Entrepreneurial Journey’ — Susan HallamJoin Susan Hallam for a conversation where she explores her entrepreneurial journey from a business Start-Up to one of the UK’s leading high growth Scale-Up digital marketing agencies. With over 30 years’ experience in the digital marketing arena, Susan started Hallam nearly 20 years ago. In that time a great deal has changed, and Susan will share with us her entrepreneur’s journey — the highs, the lows and some lessons learned along the path to building one of the UK’s most successful digital marketing agencies. Susan and her team at Hallam have an enviable reputation for remaining at the forefront of a constantly changing industry and Susan will also offer some insight to future market developments before a Q&A discussion with the audience.
4:30 PMGiveaway, buffet food and drink!We’ll be doing a giveaway — Prize TBC. Sign up and tweet about it with the hashtag #SFWiTNotts for a chance to win! There will also be a free hot buffet and drinks to end the day. Stick around with us for a chat! We won’t close the doors until 7pm.

Sign up for your free spot here!

EVENT: Nottingham Salesforce Administrators’ Group | September

Welcoming you back from the Summer holidays is our September Salesforce Admin Group event! As usual, we’ve got an afternoon of fantastic speakers and the opportunity to network with like-minded Salesforce Professionals.

This month, we’ll have our first-ever keynote from Dave Thompson of Salesforce — who was so brilliant when we saw him at the Call & Contact Centre Expo, he received a standing ovation!

We’ve also got the lovely Emma Keeling from InterContinental Hotels coming to share their Salesforce user story. Emma is going to present her journey on Salesforce and how IHG use the platform, complete with a demo of their Salesforce Org.

Our third talk of the day is going to be from Christy Au of Salesforce, who’s going to be giving us an introduction to Salesforce Maps from an admin perspective.

Check out the agenda below and sign up for your free spot here!

Oh, and as always, there will be a Doughnotts break and some hot food, drinks, and networking afterwards.

2:00 PMWelcomeWe’re aiming to start at 14:00… grab your seat and get comfy for an amazing afternoon of speakers!
2:10 PMObservations from 500 Contact Centre Visits over 28 Years! – Dave ThomsonDave will reflect on his last 28 years, working with contact centres all around the world. How have the challenges and role of the contact centre changed, as technologies and customer expectations have changed? What separates the good from the great? Who are the Trailblazers? And what are contact centres doing, to meet the challenges of the next decade?
3:00 PMNetworking BreakTake time to network with other Salesforce Customers, Salesforce Partners and Salesforce themselves over a cuppa and one of our legendary Doughnotts!
3:30 PMUser Story – IHGInterContinental Hotels owns several brands including Holiday Inn and Crown Plaza. Emma is a product manager and is going to present her journey on Salesforce and how IHG use the platform along with a demo of their Salesforce Org.
4:00 PM An Introduction to Salesforce Maps – an admin perspective Learn how Salesforce Maps enables customer productivity from field planning through field execution including territory design, schedule optimisation, and route efficiency. Discover how this helps companies maximise resources, drive productivity and revenue, and increase territory control and visibility, all while reducing expenses.
4:30 PMFoodOur local catering supplier Mrs B’s will be cooking you a culinary delight; washed down with a selection of drinks before bringing the event to a close about 18:00.

Sign up for your FREE spot here!

The one where the team played LEGO® SERIOUS PLAY® with Rebecca Godfrey

On Tuesday, the oe:gen team were joined by Rebecca Godfrey to partake in some LEGO® SERIOUS PLAY®. Why, you ask? Well, as our team is growing, we want to make sure everyone has a voice and is heard. We also want to make sure we can communicate and work as one team to achieve the same goals. And playing with LEGO®, turns out, is a great way to do that. 

We were greeted with three tables topped with big ol’ piles of multicoloured building blocks, where we sat in teams and excitedly awaited our instructions.  

The first was to demonstrate our LEGO® building-skills, and some of us were clearly better at it than others. I’m honestly not sure whether that’s because some of us have kids, or we’re just big kids ourselves. Rebecca asked us to each build a tower in under a minute, using only three colours.  

The result?  

Some of us took so much time building a solid, sturdy base that we didn’t have time to build the rest of the tower, some saw it purely as a height competition, and others (like me) just panicked and made some sort of vague tower chaos that would never feasibly work in real life.  

The point is that each tower was different. Everyone has different perspectives and ways of working, and when they’re all laid out on the table in front of you — albeit in the form of some wonky LEGO® towers — it really is eye-opening.  

Building our LEGO® skills 

Next, we had to learn how to use the blocks as metaphors for other things. For example, I had to describe my best friend using building blocks of various colours, which really wasn’t easy for me under the pressure of being timed and everyone giving me their undivided attention.

And I guess that says a lot about me! I prefer the time to be thoughtful before speaking, so there wasn’t any time to think about what I was about to say. But surprisingly, it actually came out alright in the end. I remember pointing at the green block and saying something about being ‘green with envy’ over my best friend’s sense of style. If you’re reading this, Karl, don’t let it get to your head… 

After this challenge, we practised telling stories with our creations. This is where we all had to build an image of something that makes us happy in life, and then tell the story of that using the blocks. Around the tables there were depictions of family, running, gardens, the seaside and more. 

After this, we were asked to build something that depicts what we’re most proud of achieving this year. With these builds, we went around the table one-by-one and each told our stories. This wasn’t only a great way to practice communicating in a storytelling way, we also learnt a lot about each other in the process. 

Building a business model… with LEGO®

After lunch, we started using these skills to build something a little bigger.  

Rebecca asked us where we want oe:gen to be in the year 2022, and what we can do as individuals to make sure this happens, so we each built something of our own to portray this. We then put our individual builds together to create one giant business model and told the story of that model to the rest of the team.

After this, we were asked what important behaviours we think we need to put into practice to achieve this. Our answers were written on post-it notes and stuck to the wall. With these, we did a dot-vote to see which resonated most with the team. The three with the most votes were then discussed to find our core team values.  

Our values 

  • Communication 
  • One Team 
  • Support.

Conclusion 

Through LEGO® SERIOUS PLAY®, we were able to practise important skills like active listening, creative thinking, and articulating ideas and values visually. Everyone had a voice, and everyone was heard. There wasn’t a single person who was excluded or who drifted in and out of the conversation. We were all engaged together.

This methodology not only helped us learn what’s important to each of us, but to use metaphors to articulate our shared values and goals. And we came out with actionable steps we can take to ensure we reach those goals!

We also had loads of fun while doing it. If someone told me a few years ago that I’d someday be walking into work to play with LEGO® with a team of people who basically felt like my extended-family, I’d have laughed my head off. As my colleague Mark so perfectly put it: “If Carlsberg did work days…”