The Art of Salesforce: Crafting Custom CRM Solutions with Sandyx

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The Art of Salesforce: Crafting Custom CRM Solutions with Sandyx

Implementing a CRM system isn’t just about technology; it’s an art form. At Sandyx, we believe in crafting custom Salesforce solutions that align perfectly with the unique tapestry of your business needs. This blog delves into how we blend technology, strategy, and creativity to develop bespoke Salesforce solutions.

Understanding Your Unique Canvas:

Deep Dive into Your Business Needs: We start by understanding the nuances of your business, ensuring our solutions are as unique as your requirements.

Aligning Strategy with Objectives: Our approach aligns Salesforce’s capabilities with your strategic goals, crafting a solution that truly resonates with your business vision.

The Process of Crafting a Custom Solution:

Designing with Flexibility and Scalability: Our solutions are designed to be both flexible and scalable, adapting to your business’s evolving needs.

Integrating Systems Seamlessly: We ensure that Salesforce integrates seamlessly with your existing systems, enhancing efficiency without disrupting workflows.

Innovative Features for Enhanced Efficiency:

Leveraging Advanced Analytics: Utilising Salesforce’s advanced analytics, we turn data into actionable insights, driving smarter business decisions.

Automation for Increased Productivity: Our custom solutions harness the power of automation, streamlining processes and freeing up valuable time for your team.

The Sandyx Touch:

Ongoing Support and Evolution: Our relationship doesn’t end at implementation. We provide ongoing support and updates, ensuring your Salesforce system evolves with your business.

Training for Mastery: We empower your team with comprehensive training, enabling them to master the Salesforce platform and use it to its full potential.

In the art of Salesforce implementation, the canvas is your business, and the paintbrush is our expertise. At Sandyx, we don’t just implement a system; we craft a Salesforce masterpiece tailored to your unique business landscape. Ready to transform your CRM experience? Reach out to us at Sandyx, and let’s create a masterpiece together.

Contact Sandyx today:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Efficiently Integrating Third-Party Systems: Your Quick Guide to Salesforce Connect

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Salesforce Connect stands as a pivotal tool within the Salesforce suite, offering businesses the ability to integrate, access, and manage data from third-party systems without the intricacies often associated with such tasks. 

Let’s delve deeper into this powerful tool and how it can transform your integration processes.

Understanding Salesforce Connect.

Salesforce Connect provides a seamless connection between Salesforce and external systems, eliminating the need for data replication. This means businesses can pull data directly from other sources into their Salesforce environment.

 

Key Features of Salesforce Connect

 

External Objects: These unique entities enable Salesforce to store metadata rather than actual data. Acting as gateways, they provide real-time access to data stored outside of Salesforce.

 

Direct Data Queries: Salesforce Connect users can execute SOQL queries, pulling data directly from external sources when required.

 

Adapters for Connectivity: Whether connecting to an OData service or another Salesforce org, the platform boasts both built-in and custom adapters for diverse integration needs.

 

Advantages of Salesforce Connect

 

Immediate Data Access: Data from third-party systems becomes immediately accessible, ensuring all decisions are informed by the most recent data.

 

Streamlined Data Management: Reducing the need for data replication not only cuts storage costs but also mitigates the risks of data duplication.

 

Flexibility at Its Best: The tool offers an adaptable integration model, allowing businesses to add or modify external data sources with ease.

 

Embarking on the Salesforce Connect Journey

 

Pinpoint External Data Sources: Clearly identify the third-party systems for integration before diving into the setup process.

 

Adapter Selection: Employ the built-in adapters for frequent integrations or opt for custom ones tailored to unique requirements.

 

Set Up External Objects: These will serve as vital bridges to your third-party data.

 

Configuration and Quality Check: After setup, it’s paramount to test the connections, ensuring data flows without hitches.

Points to Ponder with Salesforce Connect

 

Adherence to Data Governance: Always remain compliant with relevant regulations and best practices concerning data access and handling.

 

Assessing Performance: While real-time access is a highlight, it’s crucial to note that performance can be contingent on the third-party system’s capacities.

 

Cost Considerations: Familiarise yourself with the licensing costs linked to Salesforce Connect, particularly if there’s an expectation of high data volumes.

 

Salesforce Connect offers a solution for businesses seeking efficient and scalable integrations. 

By seamlessly linking Salesforce with external systems, this tool promises a unified, data-centric, and interconnected operational model. For those aiming to enhance their integration capabilities, Salesforce Connect stands ready to assist.

 

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Crafting Seamless Journeys with AnyCal for Salesforce®

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The role of an effective booking system in streamlining operations and enhancing customer experiences cannot be understated. Sandyx, tapping into this necessity, has developed AnyCal – an intelligent appointment booking app for Salesforce, underpinned by the robust Force.com® platform.

Let’s dive deeper into what sets AnyCal apart.

A Truly Intelligent Booking System

AnyCal Insight: At its core, AnyCal isn’t just about marking dates and times. It’s about seamlessly integrating multiple Salesforce objects into a singular, functional calendar system. With the capability to handle intricate appointment booking requisites, it serves as a sophisticated tool for businesses that need more than just a basic scheduler.

The Beauty of an Intuitive Interface

AnyCal Insight: Think about the ease with which you set up a meeting in Outlook or Gmail. Now, imagine that simplicity tailored to capture every intricate detail pertinent to your business bookings. That’s what AnyCal promises. The intuitive design ensures that the process is straightforward, yet comprehensive, collecting all the information tied to a booking.

Melding Standard & Custom Objects

AnyCal Insight: One of AnyCal’s standout features is its ability to synergise with Salesforce’s standard objects – Accounts, Contacts, and Opportunities. Yet, it goes a step further by linking these standard objects, along with custom ones crafted specifically for your business, to a detailed calendar view. This view meticulously displays venues, bookings, and pivotal customer interactions.

Smart Customised Filters for Precise Bookings

AnyCal Insight: Every business has its unique needs, and every customer has their preferences. Catering to this, AnyCal introduces intelligent filters. Whether it’s the need for specific equipment, the expertise of staff, or aligning with customer preferences, these filters ensure that location and room selections are not just random but resonantly accurate.

The Sandyx Advantage with AnyCal for Salesforce®

In an era where every touchpoint matters, AnyCal, developed by Sandyx, emerges as more than just a booking system. It’s an enabler, a facilitator, and a game-changer. Whether it’s the integration capabilities, the user-friendly interface, or the intelligent custom filters, AnyCal is tailored to elevate experiences, optimise operations, and drive excellence in every booking journey.

Considering a revamp of your booking process? Let AnyCal, with the backing of Sandyx’s expertise, steer you towards a future of seamless, informed, and intelligent scheduling.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Safeguarding Your Salesforce: Top Security Measures Every Business Should Know

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Salesforce, while being an industry-leading platform, is no exception to vulnerabilities. Yet, it offers a rich suite of security features, ensuring that with the right knowledge and practices, your business data remains secure. 

At Sandyx, our commitment to security is unwavering. Let us guide you through some of the essential measures every business should implement.

 

Profile and Role-Based Permissions

One of the foundational aspects of Salesforce security is ensuring the right people have the right access. By configuring profiles and roles judiciously, you can define who can see what and perform which tasks. This ensures that sensitive information isn’t accessible to everyone but only to those who truly need it.

Two-factor authentication (2FA)

Simple to set up yet vastly effective, 2FA adds an extra layer of security by requiring users to provide two forms of identification before accessing Salesforce. Even if login credentials are compromised, 2FA ensures that intruders can’t gain access without the second verification form.

 

Session Timeout Settings

It’s easy for users to forget to log out, especially when juggling numerous tasks. Setting an automatic session timeout can mitigate risks associated with unattended screens. If a user is inactive for a specified period, Salesforce will automatically log them out, preventing any unauthorised access.

 

Field-Level Security (FLS)

Beyond restricting object and record access, Salesforce allows for Field-Level Security. This feature lets you specify which fields within records are visible or editable to various users. So, even within a record, sensitive data fields can remain hidden from those who don’t require access.

 

Login IP Ranges

Limiting logins to specific IP addresses or ranges can significantly reduce the risk of unauthorised access. By doing this, even if someone has valid credentials, they can’t log in from an unknown or untrusted location.

 

Monitor with Event Monitoring

Knowledge is power. Salesforce’s Event Monitoring tool provides detailed visibility into your org’s data interactions. This not only helps in understanding user behaviour but also in quickly detecting suspicious activities.

 

Regularly Review and Audit User Access

Over time, roles and responsibilities within an organisation can shift. Conducting periodic reviews of who has access to what ensures that your Salesforce setup evolves in tandem with internal changes. This is vital to ensure that ex-employees or those who’ve changed roles don’t retain unnecessary access.

 

Stay Vigilant, Stay Secure with Sandyx

Security, much like technology itself, is ever-evolving. What makes Salesforce stand out is its continuous commitment to providing businesses with the tools they need to safeguard their operations. However, tools are only as good as their implementation.

At Sandyx, our experience and expertise align to provide businesses with a tailored approach to Salesforce security. From understanding the nuances of your operations to offering best practices in security configurations, we’re here to be your trusted Salesforce guardian.

Feeling the need for a security health check or keen to fortify your Salesforce setup? Let’s have a conversation. Trust in Sandyx to keep your Salesforce environment robustly secure.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Salesforce Implementation: Common Pitfalls

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Salesforce has rightly earned its reputation as a powerhouse CRM platform, capable of revolutionising business operations and customer relationships. However, as with any substantial tech adoption, there are challenges. 

Salesforce implementation, if not approached correctly, can have its fair share of pitfalls. At Sandyx, our years of experience have illuminated these potential challenges. 

Let’s delve into some common missteps and strategies to sidestep them.

 

Lack of Clear Objectives

Pitfall: Embarking on the Salesforce journey without well-defined goals can lead to aimless and ineffective implementations.

Solution: Start with a comprehensive needs analysis. Understand what you hope to achieve with Salesforce – be it improved customer service, streamlined sales processes, or enhanced marketing. This clarity ensures that the platform is tailored to deliver on your specific aspirations.

 

Underestimating User Training

Pitfall: Overlooking the importance of comprehensive training often results in reduced user adoption and sub-optimal use of the platform.

Solution: Invest in regular and thorough user training. Utilise resources like Salesforce’s Trailhead or consider bespoke training programs that align with your business processes. An empowered user is a productive user.

 

Ignoring Data Quality

Pitfall: Migrating poor quality, inconsistent, or redundant data to Salesforce can hinder your operations and cloud insights.

Solution: Prior to data migration, undertake a rigorous data cleansing process. Ensure data consistency, eliminate duplicates, and validate data integrity. Remember, Salesforce’s effectiveness hinges on the quality of data it houses.

 

Bypassing Change Management

Pitfall: Introducing Salesforce without a structured change management process can lead to resistance, confusion, and disruptions.

Solution: Engage stakeholders early. Communicate the benefits, set expectations, and ensure there’s a feedback mechanism. Address concerns, champion the advantages, and make the transition smoother for all involved.

 

Over-customisation

Pitfall: While Salesforce is incredibly flexible, excessive customisation can complicate the system, make upgrades challenging, and increase costs.

Solution: Before customising, explore Salesforce’s native functionalities. Often, the platform’s out-of-the-box features can meet your needs. Reserve custom developments for truly unique requirements that can’t be addressed otherwise.

 

Salesforce Success with Sandyx

Salesforce implementation is a transformative journey, and the path is dotted with decisions that can shape your experience. 

At Sandyx, our approach is rooted in understanding, foresight, and expertise. From the initial stages of scoping to the nuances of deployment, we’re committed to guiding businesses away from pitfalls and toward success.

Considering Salesforce or looking to optimise your current setup? Let Sandyx illuminate the path, ensuring that every step you take is confident, informed, and impactful.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The Hidden Gems of Salesforce: Underused Tools to Boost Business Productivity

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Salesforce, the world-renowned CRM, is a treasure trove of tools that have transformed countless businesses. However, some of its most valuable pieces can be easily overlooked. 

We’ve come across several underused tools that can significantly boost your business productivity. Let’s unearth these hidden gems together.

 

Macros in Salesforce Service Cloud

Macros in Salesforce are sets of instructions that automate repetitive tasks. While it sounds simple, it’s a powerful tool to speed up response times and ensure consistent communication. Whether you’re sending templated emails or updating fields, macros can streamline it all. The end result? Faster case resolution and happier customers.

 

Data Import Wizard

While Salesforce’s Data Loader is well-known, many users often overlook the Data Import Wizard. This intuitive tool offers a user-friendly interface that simplifies the data import process, especially beneficial for those who aren’t particularly tech-savvy. Bonus: It provides in-depth feedback on any errors during the import, so you’re not left in the dark about discrepancies.

 

Salesforce Console for Sales and Service

This is a multi-dimensional workspace designed to boost user efficiency. Users can view records, related records, or even lists without toggling between screens or tabs. For businesses that require quick navigation through vast amounts of information (think busy customer support teams), this feature can be a game-changer.

 

Einstein Search

Harness the power of AI with Einstein Search. Instead of standard search functionalities, Einstein Search personalises search results based on user behaviour and preferences. The more you use Salesforce, the smarter and more tailored your search results become, saving precious minutes and reducing manual hunting.

 

Dynamic Dashboards

Regular Salesforce dashboards give an aggregated view. But imagine if a sales rep could view a dashboard tailored just to their activities. Enter Dynamic Dashboards. They adjust in real time based on the user, providing insights specific to their role or activities. This enables faster decision-making and personal accountability.

 

Path

Often used in Sales Cloud for guiding the sales process, Path isn’t limited to just that. It can be utilised to provide guided steps for almost any process in Salesforce, from onboarding new employees to managing intricate projects. The visual representation keeps teams aligned and informed at every stage.

 

Unlocking Salesforce’s True Potential with Sandyx

Peeling back Salesforce’s layers reveals a myriad of tools waiting to be leveraged. The real beauty of Salesforce lies not just in its powerhouse functionalities but in the often-overlooked features that make everyday tasks a breeze.

However, understanding and implementing these tools requires a blend of expertise and experience. 

At Sandyx, we pride ourselves on both. Our smart yet personable approach ensures you’re not just using Salesforce but truly mastering it.

If you’re curious about other hidden gems or keen on optimising your Salesforce experience, let’s chat. Dive deeper into the world of Salesforce with Sandyx by your side.

 

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

The future of Saleforce: what to expect in the years to come.

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Salesforce is one of the leading CRM platforms in the world, and it is constantly evolving. In the years to come, we can expect to see even more innovation from Salesforce, as it continues to meet the needs of businesses of all sizes.

What to Expect in the Future

Here are some of the trends that we can expect to see in the future of Salesforce:

  • More focus on artificial intelligence and machine learning. Salesforce is already using AI and machine learning to automate tasks, improve customer service, and make better predictions. In the future, we can expect to see even more use of these technologies, as Salesforce helps businesses to become more intelligent and data-driven.

  • Greater integration with other platforms. Salesforce is already integrated with a wide range of other platforms, but we can expect to see even more integration in the future. This will make it easier for businesses to use Salesforce to connect with their customers, partners, and suppliers.

  • A more mobile-friendly experience. Salesforce is already a mobile-friendly platform, but we can expect to see even more focus on mobile in the future. This is because more and more people are using their mobile devices to access business applications.

  • A more personalised experience. Salesforce is already capable of providing personalised experiences to customers, but we can expect to see even more personalisation in the future. This will be achieved through the use of AI, machine learning, and other technologies.

The future of Salesforce is bright. As the platform continues to evolve, it will help businesses of all sizes to become more efficient, productive, and customer-centric.

Are you getting the most out of Salesforce?

Reach out to us to schedule a consultation and discover how Sandyx can tailor Salesforce to meet your unique business needs.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Mastering Salesforce: Tips and Tricks from Sandyx’s Experts.

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Salesforce, a powerful CRM platform, is known for its versatility and ability to transform the way businesses manage customer relationships. However, like any sophisticated tool, mastering Salesforce can be a journey filled with challenges. To help you navigate this path more smoothly, Sandyx’s experts have compiled a treasure trove of tips and tricks. Whether you’re a Salesforce beginner or a seasoned user, these insights will empower you to become a true Salesforce master.

 

Embrace Lightning Experience

If you’re still using Salesforce Classic, it’s time to make the switch to Lightning Experience. Lightning offers a modern and intuitive interface that enhances user productivity. With features like customisable dashboards and Kanban views, you’ll wonder how you ever managed without it.

 

Leverage Keyboard Shortcuts

Save time and reduce mouse clicks by mastering Salesforce keyboard shortcuts. Pressing “K” instantly brings up a command palette that allows you to navigate to different parts of Salesforce quickly. It’s a small change that can make a big difference in your efficiency.

 

Streamline with Favourites

Do you find yourself repeatedly accessing certain records or reports? Use the “Favourites” feature to bookmark these items for easy access. Just click the star icon, and you’ll never waste time searching for them again.

 

Optimise List Views

Customise list views to display the information that matters most to you. Use filters, sorting, and column selection to create views tailored to your specific needs. You can save these views for future use, streamlining your workflow.

 

Automate with Flows

Simplify complex processes with Salesforce’s Flows Builder. It allows you to automate repetitive tasks, send alerts, and update records without writing a single line of code. It’s a game-changer for efficiency.

 

Master Report Types

Reports are powerful tools for data analysis, but mastering them can be tricky. Understand different report types, such as tabular, summary, and matrix reports, to extract valuable insights from your data.

 

Utilise AppExchange Apps

Salesforce’s AppExchange is a treasure trove of third-party apps that can supercharge your Salesforce experience. Whether you need project management tools, data cleansing apps, or marketing automation, there’s likely an app that fits your needs.

 

Embrace Chatter for Collaboration

Chatter is more than just a social feed; it’s a collaboration hub within Salesforce. Use it to discuss records, share files, and collaborate with team members in real time. It’s a great way to centralise communication.

 

Stay Informed with Trailhead

Salesforce’s Trailhead is an excellent resource for learning and staying updated. It offers modules, trails, and quests that cover a wide range of Salesforce topics. Plus, it’s fun and gamified, making learning a breeze.

 

Seek Expert Guidance

Don’t hesitate to seek expert help when needed. Whether it’s troubleshooting a complex issue or getting guidance on best practices, Sandyx’s Salesforce experts are here to assist you.


In conclusion, Salesforce mastery is within your reach. By embracing these tips and tricks from Sandyx’s experts, you’ll not only overcome common pain points but also unlock the full potential of Salesforce. Start implementing these insights today, and watch as your Salesforce journey becomes a path to efficiency and success.

Contact Information:

Email: sales@sandyx.com

Phone: 0161 710 3250

Website: www.sandyx.com

Rescuing Sainsbury’s from their software ordeal

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Rescuing Sainsbury’s from their software ordeal

What was the challenge? 

Sainsbury’s have utilised the Salesforce platform for many years to manage new sites and store implementations, as well as existing store renovations. The app had become impossible to manage inhouse, due to its complex nature and then being changed by various third parties over time. Sainsbury’s approached us looking for a way to transform the architecture for their critical business processes and create a more streamlined system. Halfway through this project, additional scope was added to build an important integration with a new system being created in parallel.

What was our solution? 

The original project was called ‘Back-to Basics’. Our main goal was to declutter and redesign their existing Salesforce app, which they had named ‘OnePlace’. The core system contained several problematic pages and poorly-designed elements, which Sandyx were asked to remove. This would simplify the on-going system maintenance, thereby reducing Sainsbury’s reliance on third parties whilst also increasing the system’s functionality. Part way through the project, Sainsbury’s came to us with an urgent request: Could we manage the integration of a custom-built system with their Salesforce One Place system? At Sandyx, we pride ourselves on our ability to manage complex Salesforce implementations, so we accepted the challenge.

What was the outcome? 

The skills of our development team, combined with close supervision by our senior consultants, meant that both projects were successfully delivered, on time and within budget. Sainsbury’s have taken back control of their critical Salesforce One Place app. This has eliminated their over-reliance on third parties and configuration can be managed in-house. The third-party system runs in parallel with the Salesforce OnePlace solution and manages key parts of the overall process. By adding new architecture in One Place and integrating this with external system, Sainsbury’s now have a highly functional solution and content employees.

If you would like to find out more about how Sandyx can help your business then get in touch!

Call us on 0161 710 3250 or email sales@sandyx.com