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Digital Transformation Green Irony News

The Value of MuleSoft Anypoint Platform

No matter what digital transformation initiative you wish to take on, integration is the key requirement for making it happen. Without a sound integration strategy, transformation initiatives die a slow and costly death, never accomplishing the required business objectives. 

We’re clearly huge fans of MuleSoft Anypoint Platform. It’s because we’ve built integration networks from the ground up. That first-hand experience is why we feel so strongly about the benefits and value of Anypoint Platform. 

Many enterprises evaluate MuleSoft against building their own custom integration platform. Since our team of integration experts have used just about every pattern, platform, and programming language to tackle those challenges we created a comprehensive whitepaper that compares those two approaches

The Value of The MuleSoft Platform Whitepaper

The Value of the MuleSoft Platform whitepaper provides a perspective from a lifetime of engineering experience into integration and middleware challenges enterprise face today. 

A side-by-side comparison case study, included with the whitepaper, showcases how two insurance carriers addressed their integration challenges and the differences in corresponding feature rollouts. 

The comparison of the two approaches reveals how using MuleSoft resulted in:

    • 56% cost savings in initial stages of API platform initiatives 
    • 2x increase in API development speed

Here’s a full breakdown of the content:

    • Introduction
      • Why You Should Care About Integration
      • Green Irony Engineering & the Evolution of Integration
    • The Technical Landscape
      • The Dollars & Cents of Integration
      • Current Techniques & Challenges
      • Microservices, APIs & the Application Network
      • Project vs. Product & the Full Software Development Lifecycle
    • Bring Your Own Mule: Why Can’t I Just Build It Myself?
      • Reinventing the Mule
      • Advantages of Buying the Mule
      • Agility & Ability to Address Business Needs
      • The MuleSoft Approach
    • Staff & Expertise Needed to Execute
      • Skills Acquisition
      • Separation of Duties 
    • Total Cost of Ownership
    • Case Study- Homegrown vs. Mule: An Insurance Carrier Comparison

Download the full whitepaper to gain insight into the value of MuleSoft Anypoint Platform and how it’ll help you focus on the initiatives that will achieve your transformation and business objectives.

Categories
Platform Migration & Modernization

Salesforce Spring ’20 Release Notes Highlights

We’ve done it again! Green Irony has scoured the pages of the Spring ‘20 Release Notes to highlight the “need to know right now” for your Admin skimming pleasure. There were a lot of updates with Einstein across the board — both in Analytics, areas of Service Cloud, and even sprinkled in the Community Cloud. Also, Salesforce didn’t stop with the Mobile App in the last release — they carried that momentum into Spring ’20 with more updates there, as well. So, without further adieu, let’s dive in!

Sales Cloud

There weren’t as many changes this time around relating to Sales, but it doesn’t mean that what they produced won’t have an impact. The ability to hover on calendar events is surely a time saver, and choosing a specific time to send an email can increase the likelihood of closing that sale!

  • Now you can see the related account when searching for Contacts on Opportunities
  • Schedule High-Velocity Sales emails to send at a specific time, when a customer is more likely to read
    Salesforce Spring '20 Release Highlights
  • Manage email templates using list view on the email templates home page
  • Assign tasks to a shared sales queue
  • Hover over a calendar event for more details without clicking into each event
    Salesforce Sprint '20 Release Notes Highlights

Services Cloud

We weren’t kidding when we said how much your Services department has to gain from what’s coming in Spring ‘20! Here we’ve grouped some of the general changes for Services Cloud.

  • Omni-Channel Supervisor Filters are now sticky, so they remain when you log out
  • Omni-Channel widget can now be minimized when you accept work
  • You can route chats to agents who aren’t members of the Omni-Channel queue
  • Case merge is finally here! This works similarly to account merges
    Salesforce Sprint '20 Release Notes Highlights
  • View and edit case details from list view with Case hover in Lightning Experience
  • Decide whether Closed Status is visible to agents
  • You can now insert code snippets into case feed emails
  • Increase productivity with bulk macros and run macros faster on record home page

Services Cloud – Einstein

Salesforce stepped up Einstein efficiencies for Service Cloud, including a lot of improvements for Bots. This is an exciting area to be a part of, and it looks like it’s only getting better with each release.

  • Using Einstein Reply Recommendations (Pilot) can help you respond more quickly and efficiently
    Salesforce Spring '20 Release Highlights
  • Tailor Chat Bot with Conditional Messaging using built-in logic
  • Train Bot with Upgraded model management dashboard
  • Granular Conversation Logs to show every move the bot makes, for future improvement
  • Increase Customer Engagement with the Chat Bot Typing Indicator
  • WhatsApp is now available in 180 countries for Einstein Bots
  • The session window has been shortened from 24 hours to 2 hours
  • AND you can try Einstein Case Classification for FREE!

Knowledge

There are a lot of cool changes coming to Knowledge to help make your Services or Communities more efficient.

  • You can now compare versions of an article to see what changed (Beta)
  • Link articles in Chat & Messaging
  • Show or hide field labels and skip related files from inserted articles
  • Grab edges to resize images in Rich Text Fields using Google Chrome
    Salesforce Spring '20 Release Highlights
  • Set default access for the files attached to the article
  • Increased number of data categories from 25 to 50

Industry Clouds

Although not thick in volume, the changes that are coming for Industry Clouds will pack a punch! Don’t miss the two beta features (and more) available for Field Service Lightning!

  • Commerce Cloud – Salesforce Order Management is now Generally Available, to allow you to manage, fulfill, and service orders at scale
  • Sustainability Cloud – Streamline carbon footprint data for auditing purposes with reference data from gov’t agencies
  • Health Cloud – Easier setup for care plans and more options for finding the right care provider
  • Consumer Goods Cloud – Optimized Visit Sequences, Stock Level Monitoring, and Improved Business Performance
  • Manufacturing Cloud – Offers account managers greater control and improved visibility into sales agreements and account forecasts
  • Financial Services Cloud – More visibility into distributors and a new API for creating mortgages
  • Field Service Lightning:
    • Flex your field service scheduling with Ad Hoc Shifts (beta)
    • Schedule an Appt time that immediately follows another (beta)
    • Assign work to the minimally/most skilled resource
    • You can now generate work orders from maintenance plans

Lightning Flow & Process Builder Changes

There were a whole host of updates for Lightning Flow, so be sure to check those out in the release notes as well!

  • Record-Triggered Flows for Before-Save Updates in Flow
  • Configure Action and Create Records Elements without creating Variables
  • Run flows with System Mode, without worrying about user permissions
  • Categorize Actions, making it easier for location by Admins
  • Opportunity Contact Role Record types are now available in Process Builder
    Salesforce Spring '20 Release Highlights
  • Now view Processes that are subscribed to a platform event

Communities

There are a handful of Communities changes as well, varying from features available for use, to developer productivity, guest user sharing and general security.

  • Drag and Drop sections in Flexible layout pages, making re-organization a cinch
  • Create and Publish Communities in Scratch Orgs faster with Experience Bundle
  • New LWC-Based Template helps to build faster and more efficiently
  • An Enforced Security Alert now enables the “Secure Guest user record access” setting effective March 1, 2020
  • Community Users can now log in with Apple ID
    Salesforce Spring '20 Release Highlights
  • Lightning Locker can now be switched On and Off in the UI
  • An embedded Channel Menu allows customers to select how they want to communicate with Services
  • Community Users can now see a warning when accessing with an unsupported browser
  • Partner Community and Customer Community Plus licenses can see records of external users in account hierarchy
  • Use a Permission set instead of a specially created profile for Delegated External User Administrator permissions

Einstein & Einstein Analytics

There were a ton of Analytics changes for Spring ’20, including being able to attach formatted spreadsheets to Report subscriptions (beta) for reports and dashboards. Fun Fact: The word “Einstein” appears 991 times in the Spring ’20 release notes!

  • Try Einstein Prediction Builder at NO ADDITIONAL COST!!
  • Einstein Next Best Action: Create recommendations from the records of any Salesforce object and Launch Flows when Recommendations are Rejected
    Salesforce Spring '20 Release Highlights
  • Get more done on the run with Einstein Voice Assistant (Beta) – note, this is also a mobile feature!
  • In Einstein Discovery, get the best prediction from three different models (Pilot)
  • Ability to get 10x more data with the Einstein Analytics Plus License
  • Connect to your data with more connectors, including – but not limited to – SugarCRM, Zendesk, Google Cloud Storage, etc (Pilot)
  • Connect to External Salesforce Object Data with Specialized Connectors (Pilot)

Salesforce Mobile App

Back in Winter ‘20, the new Mobile App was released, and how excited we were! In Spring ’20, all active Salesforce Mobile App users get upgraded to the new, recently released app. Although they’ve done more upgrades, it is worth noting that there were only certain devices tested — multiple versions of the Google pixel, Samsung Galaxy, and iPhone, along with Samsung Tab and iPads. It’s also worth noting, that the operating systems and mobile browser requirements should be up to date on your devices, should you expect customer support to be able to fully assist with any issues.

With that being said, it’s hard to overlook some of the mobile changes, especially in regards to Einstein.

  • You can now customize the first four items of the navigation menu
  • See more details when you search, so you can make a more informed choice (to be released the week of February 17th, 2020)
  • Recommended Results on Mobile (Beta) highlight the most likely option as a top
    Salesforce Spring '20 Release Highlights
  • Customize Account and Opportunity Team Related Lists
  • Update paths with Dependent Picklists
  • You can now link share with your colleagues using a new icon
    Salesforce Spring '20 Release Highlights

Critical Updates and Security Alerts

We’ve listed these out as they appear in the Release Notes, but be sure to take a deeper look to see how your org will be affected!

  • Generate Valid HTML Output from Formulas in Processes and Flows
  • Enforce Data Access in Flow Formulas
  • Make Flows Respect Access Modifiers for Legacy Apex Actions
  • Require Permission to View Record Names in Lookup Fields (Summer ’20)
  • Enable New Salesforce Mobile App
  • Enable Dependency Access Checks in Lightning Components
  • Restrict Reflective Access to Non-Global Controller Constructors in Packages
  • Enable Improved Caching of Org Schema
  • Require Secure HTTPS Connections
  • Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile
  • Restrict Access to @AuraEnabled Apex Methods for Authenticated Users based on user Profile

It’s a lot to take in, but there’s a lot to gain, especially for Services. As always, this is just an abbreviated list of what’s coming, so make sure to check out the Release Notes for those areas that can elevate your efficiencies and take your company to the next level! Don’t forget to check out the Trailhead for Spring ’20 Release Highlights for a shiny new badge AND 900 points!

Categories
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.

Categories
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.