Platform Migration & Modernization

Reasons to Move From Salesforce Classic to Salesforce Lightning Platform

Salesforce Lightning is not new, it was announced in August 2015 and since has been the focus of all new feature and function development and improvements. With a focus on bringing a fresh user experience and to bridge mobile with the desktop its biggest challenge from the start has been to gain parity with Classic in features and functionality. Early adopters were either new to the platform or experienced a lot of challenges but Salesforce has remained committed and in the last couple of years has finally achieved parity with Classic. So why Switch?

Here are a list of ‘killer’ features that you and your users could leverage with switching to Salesforce Lightning:

Path Solutions For All Objects

Salesforce Admins have been creating ‘Path’ solutions using formula fields and image maps for years, it is a fan favorite to be able to ‘see’ the process and its current status. Salesforce heard the call and created ‘Path’ first for Opportunities and now for all objects. And in addition to showing users visually the process steps a record needs to complete the process, users can also make updates to the Path step, up to 5 fields, and include coaching text to help give context and direction to finish each step of the process.

Simplified Lead Conversion Records

Lead Conversion can be a training and data headache, but with Salesforce Lightning users are presented with just one simplified screen where they can create new or pick existing account, contact, and opportunity records. And to ensure that duplicate data is not created the system presents the user with lists of existing Account and Contact records that match the lead being converted, cutting down on confusion and record merge requests.

Creating Related Records from within New Record Screen

Users get frustrated creating a new record when they realize they are missing a related required piece of data. Salesforce does not have a ‘draft’ function so users are left in a lurch. Salesforce Lightning allows users to create new records from a record creation screen. Sounds small but as an example when users start to create a record that requires a Contact record, like an Opportunity, users within Salesforce Lightning can create a Contact record from within the New Record screen without having to navigate away, cancel, or switch screens.

Simplified Record Creation with Lightning Actions

Creating records can be repetitive and require a lot of fields. Lightning Actions simplifies this process of record creation by only presenting the fields needed and in the background adds details from parent record or based business logic. Instead of needing a dozen or more fields the new screen could need only 3-4 fields allowing users to focus more on the important information and less on the required repetitive details.

Lightning Only Tasks/Calendar Tools

Tasks and Events are critical to driving process and providing insights into the history of an account, contact, asset, lead, etc. Records can only give you details of the here and now. Tasks and Events peel back the curtain to show what actions led up to this moment and Salesforce Lightning simplifies the management for users with an assortment of cool Salesforce Lightning only tools:

  • Find tasks and events easily with the dedicated Task and Calendar Tabs
  • Manage tasks by leveraging the Split Tab view to quickly click and update tasks
  • Organize with the Kanban view which allows users to drag and drop their records status
  • Close Tasks from list views with one simple click of the Complete Checkbox
  • History Record Activity Timeline – Allows users to easily see the activity history for a particular record

Greater Report Scheduling & Subscriptions Flexibility

Salesforce Classic report schedules require an admin or special user privileges to schedule and you can only have a limited number of reports running at the same time. With Salesforce Lightning users can schedule up to 5 different reports to run on the schedule of your choosing. And who hates getting emailed empty reports? With subscriptions, you can add a condition so that if there are zero rows in the report it is not emailed out.

Lightning Only List Views Tools

List views are the bread and butter of data management and with Salesforce Lightning users have it much easier. Here are some Salesforce Lightning only tools:

  • Defining a default List View that runs when the tab is opened, no more ‘recent records’
  • Data is Dynamically Loading as you scroll down, no more next pages
  • Quickly find data using a Filter field criteria, even data not currently loaded on the screen
  • Wrapping long Text fields can now be set at the column level
  • Inline Editing on one or multiple records all at the same time

Intelligent Search for More Refined Results

Finding data is frustrating. Salesforce Lightning gives the users additional tools and an intelligent searching engine that enables users to quickly find the right data:

  • Users are presented Instant Results as they type their search
  • Users can Navigate straight to the records from the suggested drop down
  • Users can refine their search by Filtering by Object and are shown recent records

Better Navigation with Salesforce Lightning UI

Salesforce Lightning User Interface improvements empower users to customize, organize, and streamline their daily work by providing users with Lightning only tools:

  • Lightning Pages allow more data and design options for displaying and managing records, drag and drop file uploads, integrated email, and easy activity creation/management
  • Lightning Application Tabs use drop downs to allow users to see favorites, record records, and as a bonus users can set a record, report, dashboard, or list views to be its own tab that then can be moved around the navigation bar.
  • Lightning Favorites give users the ability to add records, list views, reports, dashboards, or basically any Salesforce screen to their Lightning favorites which is accessible from any desktop or mobile device.

Salesforce Lightning has painted every wall and swept every corner of Salesforce Classic and in doing so given its users the tools and functionality that drives productivity and makes interacting with the system and managing processes and data easier than with Salesforce Classic. Ultimately, the increased functionality of Salesforce Lightning allows users to focus on processes and not the system.

Platform Migration & Modernization

MuleSoft Integration Keynote Highlights: Unleash The Power Of Salesforce Customer 360 With APIs

The MuleSoft Integration Keynote gave us a few noteworthy announcements and showcased excellent use cases. The use cases displayed the power of MuleSoft’s Anypoint platform and the impact APIs have on creating a Single Source of Truth to unlock the full power of Salesforce Customer 360 and create API communities within your organization and with your partners. We’ll add a link to those use cases when they become available. 

The average customer interaction spans 35 systems and the average enterprise uses almost 1,000 different applications. With data and processes so fragmented, traditional point-to-point integration approaches can’t keep up. Those approaches are too slow and brittle. How you integrate your systems and applications is critical to the success and operational efficiency of your digital initiatives. The MuleSoft Anypoint Platform solves that problem and allows you to increase the clock speed of your business. 

These two slides are great visuals for how MuleSoft solves these architectural challenges:

Traditional Integration Approach - MuleSoft

APIs with MuleSoft Change the Integration Paradigm

MuleSoft is essential to connecting the experiences in Customer 360 and unlocking the full power of the platform. So, we’re excited to see these announcements.

MuleSoft Accelerators for Salesforce Service and Commerce Clouds

MuleSoft accelerators reduce the time and cost it takes to integrate with Salesforce by up to 60%. Service and Commerce Cloud users will now be able to pull in data from back-end systems like SAP and ServiceNow and surface that data within Salesforce. Developers will be able to do this using pre-built APIs and integration templates available on MuleSoft Exchange.

MuleSoft for Service and Commerce Clouds

Clicks Not Code Approach to Innovation

MuleSoft is going to continue to make the platform richer for technical teams, but to assist non-coders and make innovation accessible throughout the organization MuleSoft is working to make the end-to-end integration lifecycle simpler with Clicks Not Code. The updated flow designer is already available in the Anypoint platform where you can create and re-use APIs and plug them directly into Salesforce and use Einstein to automate data mapping. Next year, MuleSoft is going to release product to simplify the entire end-to-end lifecycle from design, build, deploy, and manage APIs without code. This will give you even more capabilities with MuleSoft.

MuleSoft - Clicks Not Code

MuleSoft API Community Manager

Earlier this year, MuleSoft released API Community Manager, a developer platform to enable and grow developer ecosystems for APIs. With Community Manager, developers can leverage a CRM like experience to build API marketplaces for pre-built components and templates and drive adoption within their community through collaboration on forums and support channels. Additionally, by leverage dashboards, developers can monitor the overall health of their community and track the performance of their APIs.

MuleSoft Community Manager

We’re excited to see the progression of MuleSoft as it becomes more woven into the Salesforce ecosystem and helping our clients connect all of their data to create a Single Source of Truth and maximize the customer experience.

Digital Transformation

Drive Digital Transformation with the Customer 360 Platform – Dreamforce 2019 Platform Keynote Highlights

The Salesforce Customer 360 platform keynote at Dreamforce 2019 was an exciting look into the future of the platform. Digital transformation takes on a different meaning with every organization. So to start the session, Bret Taylor, President and Chief Product Officer of Customer 360, looked to level-set how they are defining digital transformation – digital transformation is transforming the customer experience, not transitioning it. 

While nearly every organization has embarked on some form of transformation, few have made sustainable improvements, and even fewer say the transformation is complete.

Success Rate of Digital Transformation

To inject a bit of our own opinion here, it’s surprising to see a stat that any org feels their transformation is complete when we live in a world were technology and customer expectations are continuously changing. The process of digital transformation is a journey void of a single destination. 

The keynote was broken into three main chapters:

  • Connect Every Customer
  • Empower Every Employee
  • Create a Culture of Innovation

Each chapter was rich in information and included great use cases but for the purpose of this post, we’re just going to highlight a few.

Combining Lightning and Heroku Platforms – Developer 360

For an organization to successfully connect every customer requires consolidation of platforms. So, with that objective, Salesforce is combining the Lightning and Heroku platforms to one unified platform, Developer 360.

Salesforce Developer 360

The Future of Developer 360

We got a look into Salesforce’s vision for the future of Developer 360. It will become the single platform for all of your experiences where you can work collaboratively with your team in one place.

Salesforce Developer 360 Experience

Cloud Information Model

They also announce the new Cloud Information Model. An open-enterprise standard for faster and easier application integrations. To create this data model Salesforce partnered with The Linux Foundation, AWS, and Genesys.

Salesforce Cloud Information Model

Security Command Center & Private Connect

To provide greater visibility into the security of the platform, Salesforce announced a preview of the Security Command Center positioned as IT’s central location to have visibility into all of their orgs. Private Connect was also announced with The Security Command Center. Private Connect is a pilot with AWS, which will allow customers to build private connections without crossing into the public internet. Both look to be great enhancements to the platform.

Salesforce Security Command Center and Private Connect

Tools for Modern Release Management

Salesforce also announced the addition of new release management tools to increase productivity, reliability, and governance built into the Customer 360 platform. The Lightning Sandbox will allow teams to clone production volume data in minutes and clone the complex configuration your teams are creating in the sandboxes for end-to-end testing. The new Data Mask will allow you to apply privacy, compliance, and security to the beginning of your lifecycle to protect the data in your test environments.

Tools for Modern Release Management

Salesforce Blockchain

Within the keynote, they also announced the coming of Salesforce Blockchain. When it goes wide, enterprises will be able to benefit from the security of blockchain networks to connect with partners within the Salesforce Customer 360 platform. The addition of Salesforce Blockchain opens up possibilities across industries to bring in new layers of automation for the customer experience as well as security across partner networks. 

Salesforce Blockchain

Salesforce Blockchain for Claims Management

Salesforce Blockchain for Financial Reporting

We’re excited to begin exploring the new features on the Customer 360 platform. Need help transforming your business? Let’s talk.

Platform Migration & Modernization

Salesforce Einstein Keynote Highlights – Dreamforce 2019

Nearly 50% of companies report using some form of AI in their business. This is up from 20% two years ago. Businesses using Salesforce Einstein are seeing tremendous success. Einstein has helped reduce time to solve service cases, increase revenue, increase lead conversions, and increase productivity.

Einstein Business Impact

Many companies still don’t know how to get started with AI or know how to apply AI effectively. In the Einstein keynote, Salesforce displayed how they have made it easy to begin your AI journey. Here are some of the highlights:

Start by Asking a Question

The keynote showcased a number of great use cases, all of which started with one simple question specific to each business. To explore what questions other companies have asked and their use cases check out Einstein’s Guide to AI Use Cases

Einstein Intelligence in Salesforce 360

Einstein is the intelligence layer found throughout 360. Each cloud has a corresponding Einstein, and in many cases, it is included in the base licenses of each.

Einstein for Salesforce 360

Salesforce continues to evolve and improve the AI functionality throughout the clouds, but there are a handful of new features worth noting. The first of which will impact every Salesforce user. Einstein Search will improve the user experience and reduce clicks to your desired action by using natural language processing in search.

Einstein Search

Other new noteworthy Einstein features on Salesforce 360 include: 

  • Sales Cloud  – Einstein Call Coaching
  • Service Cloud – Einstein Cloud Voice
  • Marketing Cloud – Einstein Content Selection
  • Commerce Cloud – Einstein Designer

Einstein Voice Skills

The potential to increase productivity and ensure data accuracy is great with the integration of custom voice skills in your CRM. To get started with the basics, Salesforce has created Einstein Voice Skills for admins and developers to build custom voice apps and deploy them to any roll in your organization.

Salesforce Einstein Voice Skills

For more information on how it can be applied for sales and services, see our opening keynote highlights.

Einstein Predictions

Salesforce customers can now use Einstein Prediction Builder to build one free custom prediction on the platform. A great way to test your question and see enough benefit of Einstein Predictions to want to ask more.

Salesforce Einstein Predictions

AI-Powered Recommendation Builder

Einstein Next Best Action was released last year and many customers are benefiting greatly from it. And now customers can benefit from a new pilot AI-Powered Recommendation Builder. AI-Powered Recommendation Builder is a recommendation engine that extracts the complexity of machine learning and deep learning but surfaces it through a simple interface any admin and developer can use to build custom recommendations.

Salesforce AI Recommendation Builder

This covers just a few high-level highlights. There’s no doubt that the continued innovation of Einstein features throughout Customer 360 and the developer tools create a great world of AI possibility for your business. We’re excited to begin exploring the new features. 

Need help transforming your business? Let’s talk.