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So, you just failed a Salesforce Cert? Me too. Here’s what I learned.

tips after failing your salesfore certifications

We’ve been having a bit of a drive here lately at oe:gen, a Salesforce Certification drive! We’ve all been pushing ourselves in the last few months (with a bit of friendly internal competition) to up our cert game and try to gain credentials in all the different areas we specialise! People have been attaining certs left and right, bells are ringing, and cake is being eaten, but what happens when the unfortunate happens and… you… fail.

Take a guess who this happened to…


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That’s right, I can admit it! I’m Alex, a Salesforce Consultant and just last week I failed a Salesforce Certification. But you know what? It happens, and there’s a few things I learned from the experience that I’d like to share with you.

Be proud of yourself

The first thing most of us do when we fail is begin to question our own ability, which sometimes isn’t even related to the test/exam/inflatable obstacle course we just fell off… we internalise these thoughts and start believing that we’re frauds for daring to try and not succeed (see Imposter syndrome). We forget that the pursuit of knowledge and ability is something we should be hugely proud of and failing is just a small bump in the road. So, go you for trying!


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Certs are hard for a reason

Having attained a few certs previously, I wholly began underestimating and underappreciating how much experience is needed to pass these exams. Failing one has given me a new appreciation for them and realisation:

CERTS. ARE. HARD. AS. NAILS.


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It’s easy to forget this simple fact, but look back at the recommended pre-requisites of one the next time you’re thinking of taking a cert. Most of them have a number of Trailhead Trails you should complete beforehand and at least 6 months to 1 years’ experience hands on using the platform. If these exams were easy, then the accomplishment of attaining them would be far less rewarding.

Get back on that horse and start studying

The immediate gut reaction to failing anything is usually the want to give up and throw in the towel. It might be only a small thought, but I personally get this niggle in my head for a couple of hours… but then I try to get myself reinvigorated with the material.


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Firstly, I try to look back on why I failed, and how the Salesforce Cert gives you a percentage based on each section is really helpful here. Looking at where I was strong and where I completely dropped the ball (I’m looking at you Salesforce Engage section!) gives me great guidance on where I need to go do some extra studying and focus my attention. This leads into my last point…

Get that exam rebooked!


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Yeah! You heard me! Use your scores from each section to figure out how far off you were from passing. There’s even a handy calculator someone made here that will work out your overall percentage score if you want to get specific. Then, set yourself a new target date to get the exam booked again. Think about it, you have the knowledge from before, you’re going to study up on the parts you weren’t so great at and you now know a little more about how the questions are structured; you got this!


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Sales and marketing lessons we can learn from horror movies

I have a few passions in life; one of them is writing helpful articles for sales and marketing folks, and another is horror movies. So, to honour the spookiest day of the year, I’m going to combine (absolutely shoehorn) the two. Let’s see how this turns out…

Read moreSales and marketing lessons we can learn from horror movies

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!

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.

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!

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?

Key considerations and questions for a Lightning migration

So, you’ve probably received a few emails from Salesforce by now informing you that in October 2019, Salesforce will be discontinuing classic and rolling out lightning to all orgs. This causes panic for lots of companies, but don’t worry — there’s still time to prepare before the big day!

The exact date of this change will be the 12th October, and these are the questions you need to be asking yourself.

1. What edition of Salesforce are you using?

To most companies, this might seem kind of obvious, but there will be some people out there who aren’t sure what edition they’re on, and in which case won’t know if this transition will be affecting them or not. Salesforce started branding things Lightning back in 2015, and are super keen for everybody to use it.

To identify, go to the home page of your Salesforce org, and compare against these two screenshots to see what version you are on.

A screenshot of a cell phone

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The one on the left is Lightning, whilst the one on the right is Classic.

2. What is Lightning Experience?

Lightning Experience is Salesforces updated interface to their old one called Classic. It’s a lot easier to navigate, and allows for a more streamlined and agile method of working.

Lightning Experience has a tonne of new benefits for end-user, but they sure didn’t forget about admins working in the back-end. There are now visual prompts such as paths and Kanban boards, the screens are easier to use with dynamic sections that only appear when required, which are mobile-friendly.

There are much more ways to control how records are displayed, and the ability to customise pages makes it look so much nicer!

3. Is it time to move?

The answer is yes. I wouldn’t wait ’til transition day has come, because your end-users will have a bit of a shock when they log in and their interface has completely changed. And by making the changes before Salesforce forces you to, you’ll have time to prepare and do it the way you want. Design the layouts and where everything sits, and also train your users to make sure there’s a smooth adoption from them.

4. How can you go about transitioning to Lightning?

For the very basics of transitioning, Salesforce has made Transition Assistance, which can be found in the setup of Classic on the left-hand side just below the search bar.

It’s fairly straightforward to follow, and when you press ‘Get Started’ and follow the prompts, you’ll be able to run a Readiness Report. This will allow you to see how ready for lightning you are, and what will need changing to allow things to not get broken when you make the switch. This can include stuff like Visualforce pages and custom buttons. If you’ve done lots of custom work in the past, having developers create custom areas inside your org, this will be essential for you to check to see what might stop working.

If you’re unsure about how to tackle the Lightning migration and are keen to prepare before the big day, let us know! We’ve helped loads of customers make the switch as smooth as possible.

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