Key Dates for the Salesforce Spring ’22 Release

Estimated 2 min. read

We hope you had a great Thanksgiving! The Salesforce Spring ’22 sandbox preview is coming up in early December. Below are the key dates for Spring ’22 so that you can mark your calendars and prepare.

Depending on your instance, the dates for the Spring ’22 Release are:

    • January 14th/15th, 2022
    • February 4th/5th, 2022
    • February 11th/12th, 2022

Other key dates through the Spring ‘22 Release include:

December 16: Sign up for the pre-release environment

In this test environment, you can try new features to figure out which features are right for your organization.

December 22: Preview Release Notes are available

The release notes become available. Head to Salesforce Help to scan and review the new releases.

January 6th: Sandbox cut-off date

Utilizing a sandbox environment can help you get early access to new features before your scheduled production upgrade. You must have an active sandbox environment before January 6, 2022.

January 7: Spring ’22 Release site is live

The release site becomes live! Trailhead modules are also available to quickly learn new features.

January 14: First Release Weekend

Salesforce and a small number of customers will be upgraded.

February 4 to 11: Release readiness live broadcast

Salesforce’s admin’s and developers kick off the Spring ’22 Release with their favorite features from the release. The Salesforce team will discuss and demo new features.

February 4: Second Release Weekend

Another wave of Salesforce instances gets upgraded. Salesforce’s Trust page has the information on the timing of your upgrade.

February 11 and 12: Final Release Weekend

All remaining Salesforce instances will be upgraded on these dates.

To show the date of the Salesforce Spring ’22 release hitting your org, go over to Salesforce Trust and click on your instance name and click “Maintenance”. If you don’t know your instance, go to your company information within Setup in your Org.

Salesforce Spring '22 Release Timeline

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 1,047+ customers, implementing, customizing, and optimizing over 2,150 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2 or contact us today!

The Salesforce Journey: An 8 Part Blog Series

Estimated 3 min. read

We created an 8-part blog series highlighting the journey for new customers looking to digitally transform their company with Salesforce. Moving to a cloud-based system is a big change for companies working in spreadsheets or homegrown systems every day. Our blog series helps your company make the right decision through every phase of the Salesforce journey. In order below are the 8 blogs with a short description and a link to each blog. Feel free to reach out to us if you see any area where we can assist.

It’s Time to Reevaluate Your Tech Stack

The days of tracking leads and customers in spreadsheets are gone. As a business owner, moving to a cloud-based system from spreadsheets or old proprietary systems may bring some fears and doubts. However, cloud-based systems allow for companies to have more connectivity and accessibility, increased collaboration, and improved efficiency. With a centralized location for all your data, your entire company can track and keep up with your customer’s entire journey.

Support Work From Anywhere

After your company has decided to move to a cloud-based system, it’s time to develop a new culture for your staff. You should have 3-5 KPIs that you are tracking year in and year out to measure performance and ROI. Additionally, during this time period, your staff should be documenting all their business processes. A CRM system alone will not magically streamline your business processes from the start. Being able to define your entire Business Process Optimization (BPOs) on paper is critical.

Selecting and Implementing Your CRM

The 2020 pandemic accelerated the future of work as the work-from-anywhere mentality has to be considered when deploying a new CRM. Having a CRM that is flexible to digital workflow changes will be critical for your business’s success. Through our 13 years of experience, we have found that Salesforce is the clear leader among CRM platforms.

Why You Need a Salesforce Implementation Partner

Companies typically face three significant obstacles when implementing Salesforce: implementation, adoption, and platform capabilities. The sheer scope of a Salesforce implementation is tremendous. Rushing through an implementation or using “quickstart” templates as a baseline foundation will come back to cause mid to long-term scalability and poor user adoption issues. We’ve found that the best way to maximize your Salesforce investment is with an experienced Salesforce partner.

Choosing a Suitable Sequence of Salesforce Implementation Phases

Salesforce is best implemented in phases, setting up and training users from each department. Doing so helps boost user adoption and allows for the correct transfer of business processes into Salesforce. Ensuring each department is set up on Salesforce before moving onto the next department is key to a successful implementation.

Planning Your Budget and Time for a Salesforce Implementation

The amount of budget and time you will need to allocate will vary depending on your Salesforce requirements. An excellent consulting partner will spend time upfront to walk you through your time and budgeting needs. Spending quality time with a consultant to detail out a phased approach will help you maximize your Salesforce investment.

7 Salesforce Implementation Risks to Avoid

Through our experience of over 2,150+ projects, we’ve identified 7 key Salesforce implementation risks. Take a look at the 7 most common pitfalls that costs companies thousands of dollars.

3 Best Practices to Ensure Salesforce Adoption

Salesforce adoption is not an easy task to deal with. Without successful user adoption, your employees will struggle to use Salesforce to its full capacity. Obtaining executive buy-in, knowing your-end users, and continuous training will help your company achieve Salesforce adoption.

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 1,047+ customers, implementing, customizing, and optimizing over 2,150 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2 or contact us today!

3 Best Practices to Ensure Salesforce Adoption

Estimated 2 min. read

In our previous blog, we mentioned user adoption as a common Salesforce implementation risk. Salesforce adoption is not an easy task to deal with. Salesforce is a brand new complex system for your employees to learn and work in every day. Without successful user adoption, your employees will struggle to use Salesforce to its full capacity. With over 2,150+ successfully completed Salesforce projects, we put together three best practices to ensure Salesforce adoption.

Obtain Executive Buy-in

Having executive buy-in is critical for great user adoption. Executives and managers must lead by example and use the product every day. If employees recognize that their managers are not using Salesforce because it’s tedious to learn, employees will do the same and revert right back to what they are most comfortable with. This leads to some employees using Salesforce and some not, completely disconnecting business processes. One way of showing executive buy-in is to utilize Salesforce within meetings. Take advantage of sales meetings by reviewing the pipeline, analytics, leads, and more, all within Salesforce. By using Salesforce in meetings, you’ll reinforce the significance of using it to your employees and show them the platform’s value. Adjusting to a new system is hard enough, but having executives set the everyday standard of “Living Within Salesforce” will improve your adoption and, ultimately, ROI.

Know Your End-Users

Salesforce empowers employees to do their jobs quicker, better, and faster. When your employees start to use and learn Salesforce, it’s important to get constant feedback on their experience. Finding tedious manual tasks that Salesforce automation can take care of will save your employees an enormous amount of time, allowing them to focus on more meaningful responsibilities such as selling or customer support. Some ideas on how to collect feedback from your employees are 1 on 1 meetings with them, building a community within Salesforce, utilizing Quip for suggestions, company surveys, and more. Ongoing enhancements to your Salesforce org are expected as you are trying to build a user-friendly CRM that helps users in their roles daily.

Continuous Training

Going from spreadsheets to Salesforce can be very challenging for employees. Attempting to work within Salesforce at the same time they’re still learning the system can be frustrating. Everyone learns differently, so it’s essential to take a multi-stepped approach to ensure Salesforce adoption. Some examples of different training approaches are lunch and learns, 1 on 1 training sessions, group training, Trailheads, Salesforce videos, and more. The key to Salesforce adoption is continuous learning and training. At Corrao Group, we’ve used Salesforce for over a decade and our employees, both new and old, still learn more about the system daily as there are always new ways to enhance how we do business.

If you would like to learn more about Salesforce Adoption, please contact us!

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 1,047+ customers, implementing, customizing, and optimizing over 2,150 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2 or contact us today!

7 Salesforce Implementation Risks to Avoid

Estimated 4 min. read

In part 6 of our blog series, we discussed the time and budget needed for a Salesforce implementation. In this article, we want to dive deeper into why Salesforce implementations fail. Since the early 2000s, the implementation failure rate of CRM’s has been disturbing (See photo below). Why are companies investing in a CRM like Salesforce only to fail throughout implementation and adoption? Through our experience of over 2,000+ projects, we’ve identified 7 key Salesforce implementation risks: failure of executive buy-in and support, not establishing an internal Salesforce team, disconnected business processes, reviewing references if you get a partner, data issues, lack of training, and adoption, and continued feedback/enhancements.

CRM Failure Rates from 2001-2014 (via Salesforce)

Failure of Executive Buy-In

We’ve mentioned the need for executive buy-in in recent blogs, but it’s truly the first implementation risk your company could face. For example, if you are implementing a pipeline management system for your Sales team, it’s not good enough just to have the support of the VP of Sales. The CEO, CFO, and CIO all need to understand the reason why the company is moving to a cloud-based system. If the executive teams do not see and share the value, the rest of the team will not either.

We’ve seen many executives not understanding the value of Salesforce because maybe they want to appease their employees or they could be stuck on their homegrown system. Executives sometimes miss the point of a Salesforce. It’s an efficient tool that can drastically streamline processes and improve every department within a company. Moving to Salesforce is a major business change and the executives need to step up to the plate for the best results. Lack of sponsorship and commitment is a guarantee of any project failure and not just a reason why implementations fail.

No Salesforce Champion Team

When implementing Salesforce, it’s crucial to establish an internal Salesforce team that thrives on change. We like to call this team the “Salesforce champions” of the company as they can adapt on the fly to business adjustments. Salesforce champions can be department heads or technical team members. You need to be sure these team members can help connect their teams’ wants and needs with required features in Salesforce.

Disconnected Business Processes

Salesforce is a tool that can be used by all departments within a company. When processes are disconnected, technology can’t be looked at as the magic wand that fixes everything. The most critical part of your Salesforce implementation is clearly defining and communicating your business processes, not the technology. Due to the flexibility of Salesforce, it’s not recommended you get a free trial to try to figure it out yourself. Therefore, all business processes need to be optimized to reveal new ways it can be improved, even before implementing them within Salesforce. It’s best practice to find a knowledgeable partner with expertise in the technology. For example, If you are implementing a pipeline management system, you must share everything about your Sales process! From where your leads come from, all the way to your customer surveys (after the project).

Check References!

We always recommend getting a consultation partner while implementing Salesforce. If you decide on getting a partner, make sure to check references from end-users, other companies, G2 Crowd, and even employee reviews. Find a company that you feel is going to invest in your company and Salesforce. Salesforce is a very customizable system, so it’s essential to take your time and find the right partner. One tip is to stay away from Quickstarts or Fastracks! You’re spending a lot of money on Salesforce, so there should be nothing quick or fast about your setup!

Data Issues

Any existing data you have in current systems or spreadsheets will need to be migrated into Salesforce if needed. Companies typically wait until the very end of the implementation process to start preparing the data. However, we’ve found it is more efficient to have the data prepped and ready to go before the final stage of your implementation. You want to have your data in the system to start using Salesforce with meaningful data immediately. According to RingLead, the 2nd largest issue among Salesforce customers is bad data. Companies start making poor business decisions because of inaccurate data producing misleading results.

Lack of Proper Training and Adoption

At the end of the project, your executives and any other key members should walk through the newly configured system for approval. Additionally, your company should be going through some training sessions on how to use Salesforce and its features. It’s not good enough to do one or two training sessions as ongoing training greatly helps adoption rates. Reports and dashboards can be set up to show if your employees are actually using the system as well. Companies struggle to ensure adoption because their employees either don’t use the system or do not know how to. Great Salesforce implementation partners have thousands of successful implementations completed that can be leveraged for best practices throughout training and adoption.

Internal Feedback/Ongoing Enhancements

A lot of times companies go live with their initial implementation and think their Salesforce is complete. Getting the initial implementation done is a fantastic step, but you are not done! What your business can do with Salesforce is truly limitless. Make sure it’s easy for your staff to submit potential enhancements for Salesforce because your employees are the ones that will make your org accelerate.

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 or contact us today!

 

Planning Your Budget and Time For a Salesforce Implementation

Estimated 3 min. read

Part 5 of our blog series discussed a suitable set of implementation phases. To maximize your Salesforce implementation, you must have your time and budget for these phases planned out. The amount of budget and time you will need to allocate will vary depending on your Salesforce requirements. An excellent consulting partner will spend time upfront to walk you through your time and budgeting needs.

Implementing Salesforce: Budget

Budgeting for the cost of a successful Salesforce instance will change due to the necessary features or services, the number of licenses (users), the cost of consulting, and more.

The license pricing for Sales Cloud users per month starts at:

    • Essentials ($25 User/Month)
    • Professional ($75 User/Month)
    • Enterprise ($150 User/Month)
    • Unlimited ($300 User/Month)

Other Budgeting Factors Include:

    • Consulting Costs: Consultants typically charge at an hourly rate. The price of the hourly rate depends on the company. It’s crucial to find an experienced partner with a vast knowledge of the platform and your industry.
    • Data Migration: Migrating data from another system into Salesforce depends on how much data there is, data quality, and time.
    • Integration/Customization: Expenses will depend on the level of customization and optimization wanted or needed by the customer. A phased deployment helps with user adoption and lower budgets.
    • User Training: To ensure adoption, it’s important to have your users go through training to learn Salesforce. Poor user adoption can lead to wasted time and money, and sometimes abandonment of Salesforce.

Spending quality time with a consultant to detail out a phased approach will help you maximize your Salesforce investment.

Implementing Salesforce: Time 

Custom Implementations

When you are implementing Salesforce with a consulting partner, there are two main periods of time where you will be heavily needed for custom implementations: Pre-Implementation and Walk-through/Training.

Pre-Implementation

On the front end of the project, this is where your executives and other key members of your business will get involved in what is called a Specification Design. Specification Design meetings will take about 1-2 weeks of your time where your partner will dive deep into your current pain points, your business processes, and the overall goals of what you’re trying to accomplish. After 1-2 weeks, the partner should provide you with a detailed Statement of Work for your approval and signature. Once signed, the partner will begin to work on your Salesforce org! Spending quality time with your partner here to specify every detail of the project will help result in a maximized system.

Traning and Walkthrough

At the end of the project, your executives and any other key members will need time to walk through the configured system. Your partner should provide a thorough walkthrough of your system for your approval and handoff to your team. Additionally, partners will spend time training users on how to use key features to ensure user adoption.

Service Agreements

A more successful engagement than Custom Implementations, ongoing service agreements provide ongoing support and training at will. Service Agreements can be utilized for any challenges your company may be facing: BPO optimization, additional Salesforce customization, ongoing training, support requests, and more. Service Agreements help ensure your employees are comfortable and in control of Salesforce. Through our experience, we have found that companies prefer service agreements because of the ongoing support and training provided by Salesforce architects and developers.

If you would like to learn more about implementing Salesforce on your budget and time, please contact us!

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 or contact us today!

Salesforce Winter ’22 Release Notes Highlights

Estimated 4 min. read

The Salesforce Winter ’22 Release Notes bring many exciting features for companies across all industries. Last month we posted Our 8 Favorite Enhancements from the new Winter ‘22 Release. In this blog, we dive deeper into the release notes to highlight the new features for Consumer Goods Cloud, Sales Cloud, Service Cloud, and Pardot. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic. The features outlined in our blog are some of the best features available in the Lightning interface.

Consumer Goods Cloud

Boost Field Reps’ Productivity with Product Sequencing

Boost field rep’s productivity by placing their onsite tasks in the best order to make the most of the time they spend at stores. You can now eliminate confusion with a predefined, logical sequence of products to help your reps understand which product’s assessment indicator to capture next.

Maximize Store Sales by Using Predictions

Sales managers can now make smarter decisions to improve sales by using predictions that give them intelligent insights into store sales activities. Out-of-the-box templates can be used to create your smart sell story. Smart sell story predictions can help schedule store visits and identify the best selling activities for your sales reps.

Manage Product Availability with Account Hierarchy for Products (Generally Available)

The products that a sales manager assigns to a retail store parent account are now automatically available to all stores in that account hierarchy. Previously, the manager has to assign products to each individual store.

Consumer Goods Cloud Mobile App

“Complete field execution activities wherever you go.” Field reps can now access store information and data, and complete activities offline even if they are disconnected. You can synchronize data during or after the visit once reconnected. Salesforce is also introducing offline inventory audits in this release.

Sales Cloud 

Pipeline Inspection Enhancements

With the help of Einstein, use the new AI-driven close date predictions to see which potential sales opportunities are least and most likely to close each month.

Einstein Conversation Insight Enhancements

You can now match your phone and video conversation records from video and phone calls to the corresponding opportunity so you can get a continue to execute a 360-degree view of the deal. This allows for other team members to get caught up without slowing others down.

Territory Planning Enhancements

Develop territories based on your sales team structure (Inside sales, sales operations, new hires, senior management). Based on capacity constraints, intelligently plan for all your teams and skillsets to sell smarter.

Multiple Variant Testing

According to Salesforce, High-Velocity Sales is a streamlined solution tailored to inside sales teams (including sales development and business development reps) and designed to speed up the sales process. With new A/B testing in the High-Velocity Sales (HVS) Cadence Builder, you can now test up to three variants per node for each action type (such as comparing email templates) to discover which best practice is truly the best for each step.

Service Cloud 

Customer Service Incident Management

Diagnose root causes and address major incidents faster, all while improving the customer experience and satisfaction. Customer Service Incident Management allows your service teams to rapidly identify and prioritize tasks, assign the right expert, and improve customer communication.

Appointment Assistant: Self-Service Scheduling

Increase customer loyalty by providing real-time appointment updates and flexible scheduling. To minimize call volumes, balance agent workload, and avoid no-shows, empower your customer to make, reschedule, cancel, and confirm appointments using digital channels.

Einstein Bot Enhancements

With the latest enhancements, you can now build an intelligent Einstein Bot in only a few clicks. Admins can now build new bots quicker with the “Intro Template”, which comes prebuilt with relevant workflows and dialogs to handle common service and sales use cases.

Service Cloud Voice: Prescriptive Setup for Partner Telephony

Admins can now use easy templates and menus to create a contact center and connect their partner telephony account for user syncing, single-sign-on, and queue mapping.

Pardot 

Send Slack Notifications to Pardot Users with Completed Actions (Beta)

Speed up your sales pipeline with a completion action that notifies your team in Slack when prospects or customers interact with your marketing assets.

Build Landing Pages Faster with Drag-And-Drop Editor

If you’re using the Pardot Lightning App, you can now create landing pages inside the Lightning Experience. Enabling these features allows your users to create a landing page record in just a few clicks.

Create Custom Components for the Email Content Builder

Create custom email components to use in Pardot’s drag and drop builder. Custom components will help your users create more engaging content for their customers.

Bring Your Own Encryption Keys to Pardot

Users can now bring and manage their own encryption keys to protect their Pardot data.

About Corrao Group 

Since 2002, we’ve helped 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 or contact us today!

Sources

    • Salesforce Winter’22 Release Notes
    • Salesforce Winter ’22 Release Trailhead
    • Salesforce Winter ’22 Release Trailhead Photos

Choosing a Suitable Sequence of Salesforce Implementation Phases

Estimated 3 min. read

In part 4 of our blog series, we mentioned how working with a Salesforce consulting partner is the best route for success. It’s now time for your partner to take you through a suitable sequence of implementation phases. Salesforce is best implemented in phases, setting up and training users from each department. Doing so helps boost user adoption and allows for the correct transfer of business processes into Salesforce. Making sure each department is set up on Salesforce before moving onto the next department is key to a successful implementation.

Implementing Salesforce in Phases

Before diving into the implementation, it’s crucial to take the time to map out all your business processes and core KPIs. These KPIs could be based on revenue, tasks, service, sales, or more. Understanding the current pain points of your organization will help ensure Salesforce is customized and maximized to ensure business success. With an entirely new platform, Salesforce can become overwhelming to your users because of its flexibility. The phased approach for implementing Salesforce allows your users to ease into the platform and ensure adoption.

Best practices for implementing Salesforce in phases include:

    • Phase 1: Migration of current systems. Quick and efficient phase. Best practices include importing your data to start managing the data based on Salesforce stages, activities, and emails. In this phase, it’s important to have your managers engaged and using the system’s features such as reports and dashboards, leads, contacts, tasks, and more. A good partner will have your Salesforce set up in about 3 months with training to help your users adapt to the new platform.
    • Phase 2 and 3: Integration of legacy systems. These phases are typically “bolt-on” expansions where you should integrate your accounting system, databases, or in-house systems. Phases 2 and 3 offer you the best way to take advantage of the vertical applications Salesforce has. Best practices include creating a 2-year roadmap that will allow you to plan and track progress as you expand and install different databases.

Phased Approach

    1. Map out and Optimize Business Processes
      • Identify all business processes and how they possibly intertwine when mapping out your company’s processes. Interview key stakeholders to make sure nothing is missed. Take this time to review any outdated processes and how they can be improved, both with and without Salesforce.
    2. Create a Salesforce Implementation Plan
      • Salesforce recommends a certified consulting partner for both new and existing customers to help with implementation. An expert knows which features out of the thousands that Salesforce offers will best help your company without wasting any time or money. They work with you to build out a phased implementation approach to ensure maximum success and adoption. At Corrao Group, we’ve been optimizing the business processes of all industries since 2002 and ensuring their successful transition into Salesforce.
    3. Implement Salesforce and Ensure User Adoption
      • Follow your implementation plan, making sure users are aware of what has been set up. Training should be held walking through all users of the new system and how their specific processes are carried out going forward. A learning curve is expected, but your users will start to come up with suggestions on how to improve the system, making it more custom to your business. Once one department has been set up and trained, it’s time to repeat until your implementation plan is complete.

The COVID-19 pandemic has proven that you need a cloud-based system that is flexible to your ever-changing business processes. If you need help implementing Salesforce, please contact us.

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 or contact us today!

 

Sources/Photos

      • Salesforce Photos/Characters

Salesforce Winter ’22 Release Notes: Our 8 Favorite Enhancements

Estimated 3 min. read

The Salesforce Winter ’22 Release notes are officially here. The release notes were posted on August 18, and the Sandbox preview started on August 27. As we do every year, we have gone through the release notes and have highlighted our eight favorite enhancements. Click here for a deeper dive into new features specifically for Sales Cloud, Pardot, Service Cloud, Consumer Goods Cloud.

Einstein Search

At no extra cost, all features of Einstein Search will be enabled by default. Users will get a more intelligent search without giving up the search features they rely on. Einstein Search delivers three main features:

    • Based on a users activity, personalization provides relevant search results.
    • Natural language search allows users to type common phrases and words in their queries to filter their search results.
    • Actionable UI allows your users to perform tasks (Logging a case/Creating Account) from the search box.

Flow Updates

Salesforce added a ton of new flow updates to their flow builder resource. Below are some of the many new flow updates:

    • Call another flow from a record-triggered flow using a subflow element.
    • Send outbound messages with Salesforce flow.
    • Connect a Record-Triggered Flow to an External System using Asynchronous Path.
    • Roll Back pending record changes when a flow element fails at run time.
    • Supercharge scheduled paths with enhancements for minutes, batching, and limits.

New Mobile homepage

The new “Mobile Home” feature is now available to both Android and IOS users. This gives Salesforce mobile users a new home page and the ability to customize the cards that are displayed to accelerate productivity.

new mobile homepage from salesforce winter 22 release notes

Dynamic Interactions

Developers can now use dynamic interactions to construct lightning components that dynamically react to a users activity or another component. In the example below, clicking on a new customer will change the display to show the exact location and data of the customer.

Lightning Page Performance

Salesforce has put a lot of attention on empowering Admins to increase the speed of their Org in the last year. Admins can use the “Analyze Button” on lightning pages to see predicted load times, number of cores, browser speed, and network latency.

Salesforce also added more components to help users improve page performance. Performance Analysis for App Builder now alerts you if a component contains:

    • External CSS
    • Unminified JavaScript
    • A use of lightning:recordEditForm
    • A use of layoutType=”FULL”
    • A use of lightning:tabFocused listeners

New forecast category

Salesforce usually has four types of forecast categories: Pipeline, Best Case, Commit, and Closed. Salesforce is now adding a 5th category named Most Likely.

Dynamic Gauge Charts

Before the update, gauge charts only allowed you to track KPIs based on static numerical goals, but now that number can dynamically respond to your business. In the example below, you can see a filtered gauge chart to only show the revenue of a Singapore subsidiary.

Send list emails your way

You can now send list emails through Gmail, Office 365, or Microsoft Exchange to ensure that emails look manually sent rather than looking like email automation. Recipients are more likely to open an email that appears to be sent directly rather than through automation. List emails are in stored in the user’s sent folder, keeping the send history intact.

setup showing the new feature in the salesforce winter '22 release notes

If you are interested in learning more about the Salesforce Winter ’22 Release notes, please contact Corrao Group.

Sources/Photos 

Salesforce

Salesforce Winter ’22 Release Notes

 

Digitally Transform Your Company With Consumer Goods Cloud

Estimated 2 min. read

To remain competitive in today’s market, consumer goods (CG) companies are rapidly adjusting to meet the B2B route to market. A recent Salesforce report found that during COVID-19, 99% of CG companies accelerated digital transformation in 2020. To stay ahead of the competition, consumer goods companies need to drastically transform their business to keep up with the ever-growing digital changes. With Salesforce’s Consumer Goods Cloud, your company can improve field execution, account planning, and channel partner relationships.

The Desired Shift to Transform Digitally

While there was already a steady rise in digital purchases online, the global health crisis sparked a digital boom. A Salesforce report found that there has been a 40% increase in new online shoppers, accelerating the need for transformation. However, the need for field reps to work with retailers hasn’t been reduced. The vast majority of CG sales are still driven by the B2B relationship between CG companies and traditional retailers. According to Salesforce, “Fast-moving consumer goods annually earn $1.01 trillion in the U.S. – and 95% of those sales come from traditional retail.” Still, CG leaders are facing issues with visibility to customer and retailers data, field representatives efficiency and productivity, shelf-management, or managing their supply chain. In the same Salesforce report, Salesforce found that $104 billion is spent annually on poor in-store execution. The right digital tools can enable Consumer Goods companies to maximize their trade planning and execution strategies. Salesforce’s Consumer Goods Cloud gives companies a 360-degree view of their customers’ and partners’ valuable data, allowing them to accelerate account and retail growth from planning to execution.

Salesforce Consumer Goods Cloud Solution

Salesforce’s Consumer Goods Cloud is a single platform that seamlessly integrates customer data from legacy systems and third-party sources. A 360-degree view of your customers’ and partners’ data helps your team improve account/retail planning, management, and execution. Deliver intelligent growth utilizing Tableau CRM for Consumer Goods to enhance your field sales performance by prioritizing visits based on intelligent recommendations. Consumer Goods Cloud also optimizes your field sales team’s route with Salesforce Maps to drive performance, reduce downtime, and enable your reps to sell more. Consumer Goods Cloud also offers you the ability to manage trade promotions with performance analytics/insights and full fund management visibility. With Consumer Goods Cloud, your company can build relationships and grow your business with the #1 retail CRM.

Consumer Goods Cloud B2B Advantages

If you are interested in learning more about Consumer Goods Cloud, please visit our website for a FREE consultation.

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 or contact us today!

 

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Slack Component of SurfaceTrends™ is Helping Companies Stay Informed Through Delta Variant

Estimated 2 min. read

As more companies return to work, SurfaceTrends™ has been helping businesses utilize its Slack component to communicate results of reducing bacteria, viruses, and Covid-19 in their workplace. Slack is the collaboration/messaging app that brings the right people, information, and tools together to get work done faster. The new solution lives within the Salesforce Work.com platform, leveraging real-time analytics and trends over time to help companies know how effective their cleaning and disinfecting have been. Since 2019, SurfaceTrends has been utilized by numerous Coastal Health USA customers in Southern California to help keep their employees and guests safe.

Coastal Health USA has been providing ongoing SurfaceHealth™ Environmental Testing for companies apart of their infection control plan. Using SurfaceTrends™, companies are alerted of hygienic surfaces that are failing cleanliness tests in real-time. Utilizing the Slack component of SurfaceTrends™, automated notifications are sent to the building’s maintenance team, janitorial group, and company executives to take immediate action. SurfaceTrends™ continues to provide companies with real-time reporting on the cleanliness of their facilities’ surfaces through the ongoing pandemic.

Slack notifications for SurfaceTrends

If you would like to learn more about SurfaceTrends™, please visit our website.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. They’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. Since 2002, Corrao Group has helped B2B organizations of all sizes successfully optimize their business processes with Salesforce.

About Coastal Health USA

Coastal Health USA was established in 2018 with the mission of bringing Healthcare Infection Control solutions to the masses. Coastal Health USA audits the cleanliness of their customer’s facilities, implements solutions to reduce bacteria, viruses, and COVID-19, and maintains the quality of these solutions over time. With over 15 years of Infection Control experience, their team has successfully implemented washable, antimicrobial, and UVC technology in facilities worldwide.