Why your team should be using myTrailhead

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Does your company use Salesforce? If so, then you should be using myTrailhead.

The benefits offered by using myTrailhead are unparalleled by any other online learning platform – it helps you get to grips with the world’s most robust software in an engaging and no-pressure way.

What exactly is Salesforce myTrailhead?

Salesforce initially released the free online platform under the name Trailhead in 2014, a gamified learning platform intended to provide developers with all the resources necessary to learn about Salesforce products.

By 2017, Trailhead had become myTrailhead, which is essentially a much more customisable version of Trailhead. You can personalise every part of myTrailhead to reflect your company branding, values and nature of work, which helps staff see the relevancy of what they’re learning to their role. Rather than simply offering courses relating to Salesforce in general, you can create your own content for tasks from scratch. What’s more, myTrailhead can identify (through a set of triggers) when users need help with specific tasks and assigns the right information and quizzes accordingly.

As of today, it has over 1.2 million users who have collectively earned around 12 million badges through completing modules, units and quizzes. 

Why should your team be using myTrailhead

By using myTrailhead, you will:

1. Nurture a more skilled and motivated team

When your employees are able to learn more skills at work, it has an uplifting and motivating effect. Days in the office are no longer a continuous 8-hour grind through work – instead staff members can break up the day with periods of learning, followed by testing out their new knowledge in myTrailhead modules.

2. Encourage Salesforce adoption in your company

Training is a natural albeit timely part of the hiring process, especially if the role involves a specific skill. 

By using myTrailhead, employees can quickly learn anything about Salesforce but also how they’ll be expected to use particular tools – and even practise their newly-learnt skills before delving into the real world of work.

Salesforce have made it as easy as possible for literally anyone to learn about their products, which we believe is a vital step towards enabling skilled but non-Salesforce-specific developers to join such environments. Both reskilling and upskilling opportunities are made widely available to your team and you can keep track of their success by checking Trail Tracker, an app available on Salesforce AppExchange.

3. Stay on top of product updates and Salesforce changes

By regularly using myTrailhead, you eliminate the risk of missing critical Salesforce updates and product changes. This means that no-one is left behind, you save time which can be focused elsewhere and everyone is safe in the knowledge that they’re learning from the best.

Why should your team be using myTrailhead
Those frequent and sometimes confusing seasonal updates will be accounted for automatically.

4. Create a fun and flexible learning culture

Your team can access myTrailhead whenever they please and from any device, allowing them much greater freedom to pick up skills when necessary. There’s also an element of friendly competition surrounding the badges and credentials up for grabs on myTrailhead.

Sign up to myTrailhead to bolster your Salesforce management

For only $25 per month, signing up to myTrailhead really is a no-brainer. Why wouldn’t you want an app that automatically identifies when your staff need help with specific tasks and also provides new starters with everything they need to know? You can sign up to myTrailhead here today and see if it’s right for you. Alternatively, you can contact Sandyx if you need any help with Salesforce whether through user training, customisation or integrations. 

If you would like to discuss any aspects of the topics discussed in this article, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly on 0161 710 3250

Salesforce implementations: DIY or use a Partner?

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Do you want a custom-built or off-the-shelf solution?

There are more UK-based Salesforce partners around than you’ll have ever guessed.

Salesforce is a highly sought after CRM platform and as it continues to grow in capabilities, more businesses are finding themselves needing help with getting started. 

Given that it’s one of the biggest investments you’ll likely ever make for your business, it’s understandable that you want to implement it right.

The risks of implementing Salesforce without professional help

According to McKinsey, the average large-scale IT project runs 45% over budget costs, 7% over time and yet still delivers 56% less value than expected. We understand that self implementations appear cheaper on the surface and you’d expect to have a greater sense of control, however, going off experience and evidence, there are more significant issues that can arise when you DIY. Read on to learn why this is the case.

Did you know that the average large-scale IT project runs...

Salesforce Implementations DIY use a partner

Time is money - and money is time

One of the biggest things you risk wasting in your efforts to self-implement is time.

Even if you currently employ a Salesforce expert and rely on them to manage the implementation, this isn’t to say that they know how to navigate all the potential issues. What if they spend hours on the project just to realise later they’re not properly equipped, leaving you with no choice but to appoint a partner, who might then charge even more to untangle the mistakes already made. This would also be a huge drain on your employee’s working time, given that their other responsibilities will be cast aside.

Limited support could become an issue

Unless you already have a large Salesforce support team, relying on one or two employees to direct everyone else around Salesforce carries the risk of you being left perplexed without them. Implementation partners on the other hand can guarantee you constant trustworthy support, which becomes invaluable in the time of a technological crisis.

Our tips for a successful Salesforce implementation

1. Know exactly what you want out of the solution in advance

 If you’ve got a plan in place identifying why your business needs a CRM system, this part should be obvious. 

2. Engage an implementation partner, like Sandyx, as early in the process as possible

We can bring our experience to bear and help identify elements of the process you may not have considered and guide you along the way.

3. Train users and encourage adoption across the company

Before allowing the new software to go live, you must ensure your staff are appropriately trained – otherwise you’re left with beautiful software and a team who’re completely alien to it. At Sandyx, we offer training to all the necessary staff to help familiarise them with Salesforce as best as we can.

4. Test the solution and review your project weekly

If you’ve spent heaps of money on new software, naturally you’ll want to see it in action as soon as possible – but this involves rigorous testing first. Communication is one of our priorities at Sandyx – we believe the best implementations involve a lot of to-ing and fro-ing with our clients.

Salesforce Implementations DIY use a partner

The benefits of an implementation partner

Implementation partners know Salesforce inside and out – and they can identify how it will open up new opportunities for your business. This kind of expertise will ensure you see the greatest return on your investment for years, making every penny you spent on the implementation worthwhile. 

We have seen this first-hand, especially in the project work we completed for Hermes which we believe helped to drive them forward in terms of innovation and organisation.

A Salesforce partner will have invaluable knowledge that not only assures you a smooth implementation from the go-live date, but it will also encourage best practises amongst staff whilst they get familiar with the new software.

Finding the right Salesforce partner

Whenever a client approaches us with an implementation project, we hold a lengthy consultation with them to pinpoint precisely what they are looking to achieve. 

Sometimes this means implementing Salesforce orgs exactly as they are, sometimes this means customising orgs to the point where they hardly resemble Salesforce – it all depends on the client and their goals.

 If you have any questions whatsoever about your existing CRM system or Salesforce org, please do not hesitate to contact us today.

The Salesforce Summer ’19 Release

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It’s nearly that time of the year again.

Articles, videos and infographics are suddenly appearing everywhere across the internet as people prepare for the Salesforce Summer 2019 release – including ourselves. Read on to learn exactly what has changed across the Salesforce platform and how it compares to the Spring 19 release.

Support for the rollout of Lightning

Given the success of the Lightning rollout so far, it’s hardly surprising that lots of new features have been added to make the transition easier and encourage users away from Classic. A significant amount of features were also created solely to improve the Lightning experience. Besides, Lightning is being switched on permanently for all orgs in October this year – so preparation really is key!

Do all features now work on Lightning?

Compared to the Spring 19 release, the difference in compatibility updates is significant.

In the Summer release, the only section not fully compatible with Lightning is the Org Setup. The Purge button and the management of deleted custom fields is still only available in Salesforce Classic, but Salesforce has clearly worked hard to improve Lightning compatibility since the Spring release, which you can read about here.

Salesforce summer 19 release

Meet the Lightning Experience Transition Assistant

The Lightning Experience Transition Assistant will be replacing the Lightning Experience Migration Assistant.

Despite having confusingly similar names, the Transition Assistant will actually be more practical for Lightning newbies as it’s split into three different phases; a Discover phase, a Roll-out phase and an Optimise phase. Each phase is accompanied by step-by-step instructions, tools and a progress bar so you can see how many recommended activities are left to complete for each section.

You can even add your own prompts and (without needing to use code) create in-app guidance to help your team learn how Lightning works, accompanied by specifications like time, audience and more.

Salesforce summer 19 release
What the Lightning Experience Migration Assistant looks like on a desktop.

The new Health Cloud features

The Health Cloud is still a relatively new addition to Salesforce, however it has still received its fair share of updates. By embedding the Lightning Scheduler into a website or app, you can empower patients with the ability to self-book appointments and review schedules – which you also have a 360-degree view of. You can also now manage the relationships of all your providers from one directory, making it easier for users to find the right professional depending on insurance, credentials and areas of specialism. This was made possible by Salesforce including a new industry-specific data model which unifies all the necessary information.

Changes to the Marketing Cloud

Thanks to the Summer release, Salesforce Survey licenses are now a thing of the past. Instead, surveys are completely free to send out and will only incur a cost if you get more than 300 responses. When you open an email template in Sales Console, you will now be able to view the entire email full-screen. This improvement was urgently needed as previously, information was being cut off. Other features of Email Studio, Content Builder and Marketing Cloud Connect have all also undergone some enhancements, which you can read about in more depth on the Salesforce website.

Is anything being removed?

Not all features got an update – some were given an expiration date. By the Summer ‘20 update, Customisable Forecasting and the original Territory Management will be retired, which could become an issue for sales teams that have used them for years. Users are being encouraged to migrate over to Enterprise Territory Management and Collaborative Forecasts as soon as possible.   See how this year’s summer release differs to the 2018 Salesforce Summer release – and see how far Salesforce has changed in just 12 months time.
Salesforce Summer 19 release
What Collaborative Forecasts look like on a desktop.

Contact Sandyx for more information

If you have any questions whatsoever about your existing CRM system or Salesforce org, please do not hesitate to contact us today.

Are you ready to switch to Salesforce Lightning?

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Since unveiling the Lightning Experience in 2014, Salesforce has gradually made it more sophisticated.

Whilst a large amount of Salesforce users have transitioned over to Lightning without looking back, many are still yet to make the move from the Classic UI. Read on to hear why this is the case and how you can make the change-over as smooth as possible. 

What is the Salesforce Lightning Experience?

The Lightning Experience is a new component-based UI for Salesforce.

It has been wholly optimised for mobile access and has a much cleaner, more modern appearance. Developers can enjoy an effortless drag-and-drop functionality when building Salesforce pages without the need for code and end-users can enjoy the intuitive design.

Reviewing your Salesforce org in depth

On the main homepage of your ‘Setup’ section in Salesforce Classic, you can find a tool that initiates a scan of your entire org to assess its readiness for Lightning. It’s crucial that you run this readiness check as a first step, as it maps out any issues you’re likely to encounter in your transition to Lightning, analysing all aspects, from your user profiles to Visualforce pages and everything in between.

Transitioning from Salesforce Classic to Lightning - the issues

Overall, the Lightning Experience has proven to be very popular with users – especially to those who are completely new to Salesforce.

Below are the collective star ratings given to the Lightning experience on the most popular software review sites.

Are you ready to switch to Salesforce Lightning
The overwhelmingly positive Lightning reviews on Gartner, G2Crowd and TrustRadius

Customisation Limits of Lightning

Long-standing Salesforce Classic users on the other hand are not finding the switch to be quite as easy, due to having spent a long time building custom features like VisualForce pages, integrating AppExchange apps and personalising code, long before Lightning was even in the pipeline.

Companies who use Salesforce have expressed difficulties in migrating their custom-made features over to the Lightning UI, which has resulted in users becoming exasperated  with having to constantly switch between Classic and Lightning.

Missing Features

Custom JavaScript buttons are not yet available in Lightning, nor are several VisualForce components or AppExchange apps. A variety of specific report and Opportunity functions are also yet to be made compatible with Lightning.

If your company has been using Salesforce for a long time or Salesforce Classic is all your developers and IT team have ever used, your software or digital processes will rely on more bespoke features than you realise, meaning now would not be the best time for a Lightning migration.

It would be in the best interests of your company and Salesforce User team to wait until you are certain that switching over will not impact any part of your org or your users.

What does the Future hold for Salesforce Classic?

Whilst any Salesforce users who purchased their license after July 2018 will only be able to use the Lightning Experience, it doesn’t look like the support for Classic is being terminated anytime soon.

Far too many users have invested a large amount of time and money into building customised orgs for Salesforce to cut them off entirely. However, with updates constantly being made to Lightning, it’s only a matter of time before every original feature is live and you won’t have a reason to stick with Classic.

Get in touch with Sandyx

Whether you are currently using the Classic Experience and unsure how to go about the migration, a Lightning user who isn’t fully satisfied with the solution or even if you are a complete stranger to Salesforce, we can give dependable advice on your situation. 

If you would like to discuss anything that was mentioned in this article, or understand how Salesforce can help your business, then please get in touch.

You can also ring us on 0161 710 3250 directly.

You could be our next success story.

Why is Paula Goldman joining Salesforce?

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Amidst the copious rumours that tech giants in Silicon Valley are misusing artificial intelligence, Salesforce has created a new Office of Ethical and Humane Use of Technology. 

The brand-new department will be led by Paula Goldman, who was previously the Vice President of Omidyar Network and a well-respected member of the Salesforce Advisory Council.

U.S tech giant's problematic use of artificial intelligence

Several of America’s largest technology companies have been facing employee protests in the past year, including huge organisations like Google, Amazon and Microsoft. Back in the summer of 2018, Google was at the centre of one of their most prolific controversies after thousands of employees penned a letter expressing their dismay over Project Maven. Project Maven involved creating artificial intelligence to monitor drone video footage, which would be used by the US Military in their efforts to counteract terrorism. Google employees warned bosses that carrying out this project will compromise everything the company stands for, writing in the letter “we believe that Google should not be in the business of war”The letter also reads “amid growing fears of biased and weaponized AI, Google is already struggling to keep the public’s trust”, before making the final point that going ahead with Project Maven will damage the company’s brand “irreparably”.
Paula Goldman Salesforce

Salesforce remain vigilant by thinking ahead

It could be argued that if Google had an Ethical and Humane Use officer on their team, the controversy arising from Project Maven would never have occured.

Clearly, Salesforce has observed the chaos happening around them and wisely decided to equip themselves with the likes of Paula Goldman and the new office she will be leading. Goldman has a passion for carrying out acts of social good within businesses and will be helping Salesforce to ‘develop and use products in a way that upholds the human rights of every individual’, according to the website of her new office.

What exactly will Paula Goldman's role entail?

The week starting Monday 7th January will mark Paula Goldman’s official first week at Salesforce, meaning that she is now one full week into her role. We don’t doubt that she will already be inundated with tasks, yet also brimming with ideas about how the company can uphold its exemplary reputation.

In a press release issued by Salesforce, they said Paula’s job is to “develop a strategic framework for the ethical and humane use of technology across Salesforce”.

More specifically, the purpose of her role is to monitor and tackle issues faced by Salesforce as technology develops and the potential grows for products to be used in unpredictable, or even dangerous, ways.

“We’re at an important inflection point as an industry, and I’m excited to work with this team to chart a path forward” Goldman told Salesforce on the day of her hire, adding that she has “long admired Salesforce as a leader in ethical business”.

Salesforce Summer ’18 is here!

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Summer 2018 is here, in more ways than one. Not only have we been enjoying the summer sun here in Manchester, but the latest release of Salesforce is now available across all production orgs. The most obvious sign of this is that the bear is no longer watering his plants, he is now enjoying a swim.   The number of improvements and enhancements to the key Salesforce components is too large to list here – the release notes provided by Salesforce currently run to around 500 pages – but there are a couple of standout features that we here at Sandyx thought worthy of mention.

Salesforce Lightning Report Builder

New for Summer ’18 is the announcement that Lightning Report Builder is no longer a Beta product. If you have Lightning enabled, it is now the default method for creating new reports in Salesforce.com. This feels like it has been a long time coming and our Salesforce Admin is over the moon that she no longer has to suffer the old classic reports interface, shoe-horned into the Lightning UI.

There’s also a matching Admin Permission to make this available to desired Profiles

 

Paths now available in Cases

Paths is one of the great features that has been introduced in the Lightning Experience. We have found that customers really love them and we build them into nearly every new engagement. They are especially useful in Opportunities and help guide a user through the Sales process – moving Opps from one stage to another.   We’ve seen a gradual increase in the number of objects where Paths is available, over the last few Salesforce releases. Summer ’18 has addressed the final big gap – Cases. We can now guide Support Staff through the Case management process, using help and guidance tips.

How we can help

If you would like to discuss any aspects of the latest release, or understand how Salesforce can help your business, then please get in touch. You can also ring us directly on 0161 710 3250