It’s that time of year again as Salesforce is close to releasing features from their exciting Summer ’21 Release. We’ve reviewed the release notes and highlighted eight of our favorite, and most valuable, new features. It’s important to note that most of these newly released features are only available in Salesforce Lightning. Read our previous blog post on why your company should be using Salesforce Lightning.

Currently, the Summer ’21 release notes are in the pre-release program. On May 7th and 8th, Salesforce sandbox environments will be upgraded so that companies can get a feel and look at the new release.

Pipeline Inspection

Pipeline Inspection provides sales representatives with a single view of their pipeline’s key opportunities and metrics. It can display changes in the amount, stage of deals, and forecast categories. Utilizing these insights, sales reps can focus on the most important deals, and managers can find opportunities or representatives that need more help.

Download a Dashboard Image to a File

Dashboards can now be downloaded as a PNG file that can be used in presentations, documents, or anywhere else.

Dynamic Actions Bar

You can now access all your most critical actions in one convenient bar. Add, drag, and configure the Dynamic Actions Bar component on your app page with the Lightning App Builder.

Mass Actions in Split View

Save a lot more time with Mass Actions in split view. Now within Salesforce Lightning, users can act on several records at once in split view, eliminating the need to open a separate list page.

Custom Lightning Component Analysis

On your Salesforce Lightning record pages, you can now view insights into your custom lightning components. The ‘analyze’ button provides performance predictions and insights to improve your page’s performance.

Inline Editing in Salesforce Reports (Beta)

Inline Editing is will now be available in reports! When data for a report gets out of date, you can now update certain types of numeric, checkbox, and text fields without leaving the ‘Report Run’ page.

Record Access Reasons

You can now see why a user in Salesforce has access to a record. In the Lightning Experience, click “Record Sharing Hierarchy” to view who has access to the record.

Native Sales Navigator Integration for LinkedIn

Salesforce has built native integration for Sales Navigator, including a LinkedIn Sales Navigator Component that can be added to the contact, opportunity, account, and lead objects.

If you are interested in learning more about the Salesforce Summer ’21 Release notes, please contact Corrao Group at edavis@corraogroup.com

Sources/Photos

https://resources.docs.salesforce.com/232/latest/en-us/sfdc/pdf/salesforce_summer21_release_notes.pdf

Salesforce Quickstarts Aren’t for Everyone

As businesses have had to dramatically transform to “work from anywhere”, it has become even more critical to ensure key business processes and KPIs are set up properly. The Salesforce family of solutions offers limitless flexibility to allow companies to work from anywhere, and an experienced implementation partner can guide your company through best practices during your launch journey. According to Salesforce.org, Salesforce QuickStarts are “Aimed at helping budget-conscious organizations get up and running quickly on Salesforce CRM, and include dramatic improvements in a short period of time.”

Salesforce QuickStarts have been around the ecosystem since 2010. The main objective of a Salesforce QuickStart is to help organizations get up and running with Salesforce as quickly as possible. QuickStarts can be beneficial to companies that are looking to have a limited pilot program to see the capabilities of Salesforce’s features and to learn the basics of the CRM system. However, our 19 years in the Salesforce ecosystem have found that QuickStarts often hurt the long-term growth and success of organizations as they do not allow proper time to customize the applications for the organization.

Salesforce QuickStarts: Fast and (Sometimes) Cheap?

QuickStarts are generally fast, and with the speed of implementation typically comes a lower price. However, there is a misnomer that all QuickStarts are cheap and fast. Some Salesforce consulting partners offer a QuickStart package that ranges from $5,000 to $15,000+. Getting your Salesforce Org up and running isn’t harmful for the short-term period but most customers quickly come across growing pains and the QuickStart no longer helps them. In reality, it’s just not scalable for the future of your organization. Rushing through an implementation or using templates as a baseline foundation will come back to cause mid to long-term scalability and poor user adoption issues. As Salesforce has three major releases a year, it quickly becomes a sophisticated CRM system with tons of new features. QuickStarts end up failing organizations because you will end up with a simple implementation that isn’t fully customized to your business processes.

Salesforce Implementation With a Trusted Partner

The whole premise of Salesforce is a customized Customer Relationship Management (CRM) system. What your business can do with Salesforce is limitless due to all the new features and functions added in recent years. A great Salesforce implementation partner starts by taking the time to understand their customer’s current business processes and where they would like to go in the future with Salesforce. A good Salesforce partner has been in the ecosystem for over 10-12 years and has 1,000+ Salesforce implementations that you can leverage to your advantage. Time spent upfront diving into the details of customers’ business processes generally results in a maximized and fully customized Salesforce instance. Salesforce QuickStarts don’t allow for this time upfront, so most QuickStarts produce cookie-cutter projects for a system that can do so much more.

In the all-digital/work from anywhere world, Salesforce WILL completely transform your business. Why skip a big step of the implementation process just to be set up quickly? QuickStarts only utilize a fraction of what Salesforce can accomplish and by not using the rest of the system, it can cost companies thousands of dollars. The best way to maximize your Salesforce investment is with an experienced partner with thousands of implementations across all industries.

Implementing Salesforce Since 2008

Since 2008 we have been helping companies implement Salesforce, and we have found that Salesforce QuickStarts do not maximize your Salesforce investment. Completing over 2,100 projects, we’ve learned that a well-thought-out implementation strategy is necessary for a successful deployment. Salesforce, without a detailed and customized plan, can lead to wasted time and money. Since 2002, we have been helping B2B organizations of all sizes successfully optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

If you need assistance in getting your Salesforce implementation planned or back on track, please contact Corrao Group at jcorrao@corraogroup.com.

SurfaceTrends™ has recently been approved by Salesforce and is now featured on Work.com’s website and AppExchange. We are excited to be a trusted partner of Salesforce’s Work.com platform and look forward to helping companies get back to work safely. SurfaceTrends™ brings to life the value of 3M™ Adenosine Triphosphate (ATP) testing and empowers you with real-time analytical data to drill down into the bacterial health of the surfaces around your facility. Click here to watch a 1-minute demo of SurfaceTrends™.

SurfaceTrends™ provides your company with:

• • Data into how clean and unclean areas around your facility are from ATP testing
  • Test trends overtime to pinpoint what location is failing or succeeding in the past week, 30 days, 60 days, etc.
  • Percentages highlighting the scores of the areas/surfaces that passed/failed
  • Failure notifications sent out automatically based on failing test results

 

Visit our website to learn more about SurfaceTrends™.

We hope everyone had a safe and happy holiday season. As we step into 2021, Salesforce has started to release its Spring ‘21 Release. We’ve highlighted the most popular features circulating around the Salesforce community with a short description of each new release. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic.

Sales

Salesforce Meetings

• • Help your sales reps prepare for meetings and engage attendees like never before with tools to enhance their interactions. The Meeting Digest feature collects information about who’s in a meeting, their relevant recent online activities, and ensures sales reps have seen the info before their meeting. Leave a memorable impression with a well-organized meeting.

High-Velocity Sales for Opportunities

• • Users can now use sales cadences on any top sales object, at any phase of the sales deal. Using best practices from Sales Cadences, users can now track and engage directly and automatically on the Account, Contact, Lead, or Opportunity. Click here to learn more about High-Velocity Sales.

Einstein Conversation Insights

• • Sales managers can now get valuable insights into their teams’ sales calls. Managers may play conversation recordings to gain insight into competitor mentions, products, keywords, pricing conversations, next steps, and more. Click here to view a short video about Sales Cloud Einstein.

Forecasting Adjustments on the Salesforce Mobile App

• • Salesforce users now can view and make adjustments to forecasting using the Salesforce Mobile app from anywhere.

 

Service

Einstein Recommendation Builder

• • Service users can now build customer recommendation models, combining any two service objectives that improve CSAT, revenue, and more. Einstein’s best next action/recommendations can be given to agents in the console or to customers using the self-service portal. Click here to learn more about Einstein Recommendation Builder.

Field Service: Appointment Assistant

• • Now let customers know when help is on the way by eliminating the 4-5 hour wait window and delivering real-time alerts on the channel of their choice. Click here to learn more about Field Service: Appointment Assistant.

Pardot

Retiring Feature – User Authentication

• • Pardot is discontinuing User Authentication on February 15th, 2021. After this date, Pardot users must use Salesforce single sign-on (SSO). SSO makes it easier for users to transition between Sales Cloud and Pardot. Enable SSO for your users in just a few steps.

Cross Business Unit Leads and Contacts

• • According to Salesforce, “Additional platform flexibility allows customers to prevent sync conflicts on the Pardot proprietary fields (score, grade, etc), ultimately allowing a single lead or contact to sync to more than 1 business unit.”

Campaign Cloning

• • Pardot users can now reuse marketing assets with campaign cloning. Easily clone forms, form handlers, landing pages, and links related to a campaign to save time and boost efficiency. Click here to learn more about Pardot Campaign Cloning.

Salesforce Anywhere Advanced (Previously Quip)

• • Use Document Creation within Salesforce Lightning to quickly create a document and link it in the record you are viewing for others to see right away.
  • Quip Slides are being retired on January 31st, 2021.

Tableau CRM

• • Einstein Analytics has now been renamed to Tableau CRM. Everything about Einstein Analytics still works the same, it just has a new fancy name.

The Salesforce Spring ’21 Release Notes brings exciting new features for Salesforce employees and customers. If you have any questions about the spring release notes, please visit our website. If you missed out on our Salesforce Winter ’20 release blog, you can read it here.

Sources / Resources

https://help.salesforce.com/articleView?id=release-notes.salesforce_release_notes.htm&type=5&release=230

https://www.salesforce.com/content/dam/web/en_us/www/documents/release-notes/spring-21-release-in-a-box.pdf?d=cta-header-2

https://trailhead.salesforce.com/en/content/learn/modules/spring-21-release-highlights

https://www.youtube.com/user/SalesforceReleases

Photos – Salesforce Release Notes/Videos

Putting together a construction estimate can take days, sometimes weeks, depending on the project’s size. With a great deal of information to collect, the industry needs a solution that could quickly generate accurate estimates and immediately send them out with tracking included. Utilizing the power of Salesforce, we built an automated Estimator to generate, send, and track same-day estimates for WarrenCo Construction and Paving. Our latest case study involves:

• • • The ability to create and send out same-day construction estimates
    • How we digitally enabled the construction industry with Salesforce
    • How we accelerated pipeline progression with an automated estimator
    • Our continued business process optimization with Salesforce

Early responsiveness plays an essential role in the construction industry, so being first and accurate can make or break the deal. Fill out the form below to see how we were able to digitally enable the construction industry with Salesforce.

[pardot-form id=”19311″ title=”WarrenCo Case Study”]

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

We discussed the advantage of moving some parts of your assembly back to North America in our previous blog, Thinking of Moving Production Onshores? Adding Salesforce’s Manufacturing Cloud to your Sales and Operations Planning (S&OP) gives your company a central location for all your shared data with partners, customers, vendors and more having full access.

This blog will focus on the importance of vendor and performance management and how vendor management is critical for any companies profitability, deliverability, and overall quality of your parts or tools.

Vendor Qualification and Management

Manufacturing companies go through a whole vetting process to validate their primary and secondary vendors. Some companies could have multiple vendors delivering the same parts, where some vendors might only have one unique part with only one vendor. The process of qualifying vendors becomes critical for manufacturers so that they know their first versus secondary vendor to have a consistent supply chain process. Once you start moving your schedule around, you may be in a situation where maybe a vendor can’t react as quickly as another. You need to be able to quickly look in your system and go, “Maybe vendor B can accommodate more than vendor A.”

On the other side, it’s critical to keep your vendor accountable. The vendor’s responsibility should include deliveries, part quality, and inspection.

Manufacturers shouldn’t be waiting for a truck to pull up, only to realize there’s a quality problem while unloading. Quality checks and inspections should always be done at the vendor’s location. It’s important to take into account some critical questions about your vendor like:

• • Are their quality checks good?
  • Have they implemented correct action for defective protects?
  • What is their on-time delivery?
  • What is their competitive pricing?

Manufacturing Cloud and Vendor Management

Having a system like Salesforce that supports vendor management and performance is critical.

Manufacturing Cloud gives you the ability to have a centralized location that allows you to collect and see all your data at a 360-degree view. Everyone in your company and partner ecosystem can all be on the same page regarding sales agreements, vendor management, analytical data, tracking, and more.

Manufacturing Cloud allows you to understand the quality of all your crucial metrics regarding vendor management and performance. With real-time reports, you’ll be able to have the data proving which vendor is standing out among the others.

Tracking in Salesforce helps manufacturers stay up to date in real-time. For example, if a defect occurs on the floor or in the field, you can instantly track the return material. When tracking is managed via Salesforce, the trickle-down effect gives you the ability to make sure your vendors communicate and react with your changes.

ERP’s aren’t designed to do this, but you have the flexibility inside Salesforce to keep everyone on the same page in real-time.

Corrao Group’s Manufacturing and Salesforce experience

Since 2008, Corrao Group has helped manufacturers utilize Salesforce to create an automated closed-loop system for channel-centric manufacturing. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. Implementing Salesforce without a detailed and customized plan can lead to wasted time and money spent on small fixes along its lifecycle. With a trusted Salesforce partner like us, we can help you maximize your investment. For more information, please visit our website.

Our Salesforce Manufacturing Cloud Blogs:

• • Manufacturing Cloud: Struggling with Dated Collections?
  • Frustrated With Your Manufacturing Sampling Program?
  • Manufacturing Cloud: No Timely Visibility Solved
  • Manufacturing Cloud: No Longer Negotiating Blind
  • Our Favorite Manufacturing Cloud Features
  • The Importance of Manufacturing Cloud

Sources 

Salesforce

Since 2006, we have been working with the Emilio Nares Foundation (ENF) to help support their flagship foundation, Ride with Emilio. Ride with Emilio provides free transportation for low-income children with cancer to make sure they attend their life-saving treatment appointments, on time, every time. Ride with Emilio has traveled over 1 million miles and safely transported over 4,000 children in Southern California.

At Corrao Group, we are excited to announce that we have passed over 5,000 CANCER RIDES DONATED! We are beyond proud to help ENF and will continue every day to help impact their organization and their kids in any way we can. We are incredibly privileged to work with founders Richard and Diane Nares and the entire ENF staff. From everyone at Corrao Group, thank you for all your hard work, dedication, and love. Thank you to our customers, as we would not be able to continue to donate to ENF without your partnership.

In light of the ongoing pandemic, the Emilio Nares Foundation had to cancel their annual physical event, Harvest for Hope. HOWEVER, the children still need all of us more than ever. Together we can offer them a chance to continue to get their treatment throughout 2020 and 2021. We ask that you register for their virtual auction, Harvest for Hope on Oct. 2nd-10th 2020, by clicking here: HarvestforHope2020.org. You can also text H4H2020 to 76278 and register on your phone!

Going through every note of the Salesforce Summer ’20 Release Notes can be tedious. We’ve highlighted the most popular features circulating around the Salesforce community with a description of each new release. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic.

Sales Cloud

• • Kanban View Enhancements:
    • Enable sales reps to update key opportunity fields from the kanban view quickly. Add a little fun to your sales journey by celebrating closed-won deals with new celebration moments in the kanban. Click the link below to watch to see the Kanban View enhancements in action!
• • High-Velocity Sales: Einstein Call Coaching
    • Sales teams can now optimize interactions with customers with conversational intelligence. Post-call insights give managers intelligent trend analysis ensuring teams can build and refine sales strategies based on conversation trends.
• • High-Velocity Sales: My Feed Alerts
    • Sales reps can respond to their prospects’ engagement in real-time to maximize outreach while the lead is hot. For example, sales reps can tailor email arrival times to increase the likelihood that recipients read them. If a sales rep knows that their contact always reads their email when they come back from lunch, you can schedule the email to arrive at 1:00 pm. The new Scheduled Emails component lets reps update the content of a scheduled email and change its scheduled date and time.

Service Cloud

• • Service Cloud Voice
    • “Natively integrate the telephony channel within Service Cloud. Voice calls can now be part of the dynamic workspace, alongside digital channels. Agents use an omnichannel module to accept an interaction. With real-time call transcripts, connect workflows and next best actions to voice conversations. Deeper integration drives agent efficiency, customer satisfaction, and supervisor insights” (Salesforce).
• • Einstein Reply Recommendations
    • Give your agents the power of AI that automatically suggests recommendations to customer requests. Einstein is continually learning about your customers, giving you suggested replies based on a list of approved responses.
• • Field Service Lightning: Deep Link Actions
    • Mobile workers can now use the Field Service Mobile app through deep linking. “With deep linking, you can specify URL schemes for other apps and send users to external content inside the Mobile Publisher app” (Trailblazer Community). Deliver better experiences for your mobile team by adding deep links to specific actions and flows to reduce the number of taps it takes to trigger an action or flow.

Marketing

• • Content Builder – Interactive Email
    • Marketers can now evolve the inbox experience for customers with Email Form Block. Using five different templates, marketers can now create in-mail forms to have subscribers complete forms without leaving their inbox.
• • Datorama: Data Lake
    • “Data Lake is a new, comprehensive solution for processing granular, raw, and non-aggregated marketing data for use within Datorama” (Salesforce). Marketers can extract and store raw data at scale, and load it easily into Datorama for analysis, visualization, insights, reporting, and activations.
• • Einstein Copy Insights
    • In an intuitive dashboard, marketers can gather language-related feedback regarding subject lines to find out what drives engagement and enhances campaign performance.
• • Einstein Messaging Insights
    • Einstein Messaging Insights quickly and efficiently analyzes your email and customer journey activity providing automatic key insights into what factors impact your email sends.
• • Pardot: Einstein Attribution
    • Einstein Attribution is a new AI-powered multi-touch allocation model that tracks all of your campaigns’ conversion trends and highlights which channels and campaigns are most successful.
• • Pardot: B2B Marketing Analytics Plus
    • Discover a connected, smart, and enterprise-ready experience that links data across all of your marketing applications and business units with further enhanced predictive insights and intelligence. Comprehend what happened with your campaign, why it happened, and what could happen in the future.

Manufacturing Cloud

• • Account Manager Targets
    • You can now create, assign, or edit targets for your organization to achieve performance goals based on product volume, revenue, or custom metrics.
• • Key Account and Product Management
    • Manage large data sets, boost efficiency, and improve forecast accuracy by defining key accounts and product parameters representing tiering structures within your organization.
• • Account-Based Forecasting Enhancements
    • New and enhanced Account-Based Forecast reporting gives you more versatility in assessing business results. Create comprehensive comparative reports that allow you to analyze account-based forecasts by product and time period more efficiently.
• • Sales Agreement Enhancements
    • New and enhanced sales agreement reporting allows you more flexibility in assessing business results. Develop comprehensive composite reports that show products and product schedules for sales agreements.
• • Einstein Analytics for Manufacturing Enhancements
    • Track and analyze changes in forecasts at the account and product level. With the new multi-currency support, users can use pre-built templates to analyze data in any of the supported currencies within their organization.

Work.com

• • Workplace Command Center
    • Access return-to-work readiness from a single hub to safely reopen workplaces. Manage and monitor your staff’s health, completion of training, shift scheduling, and the preparedness of your facilities.
• • Shift Management
    • Streamline employee and workplace readiness by allowing employees to specify their availability, manage shifts, and comply with the social distancing rules upon their arrival window.
• • Emergency Program Management
    • Help organizations support residents, neighborhoods, and agencies in crisis times by providing access to emergency information and replacing manual processes with streamlined application processes.

The Salesforce Summer ’20 Release Notes does bring exciting new features for Salesforce employees and customers. However, customers still using classic will not be able to use these features. If you would like to learn more about migrating to lightning from classic or have any questions about the summer release notes, please visit our website.

Sources

https://www.salesforce.com/releases/summer-20/overview/

https://trailhead.salesforce.com/en/content/learn/modules/summer-20-release-highlights

https://releasenotes.docs.salesforce.com/en-us/summer20/release-notes/salesforce_release_notes.htm?d=cta-body-promo-86

Salesforce.com

Salesforce Photos