Supercharge Your CRM With CloudSocius

So you’ve decided to invest in the world’s most comprehensive CRM, what’s next? How do you develop the platform to maximise both user adoption and return on investment? That’s the question we find many new Salesforce customers asking! Well, luckily for you, asking a registered consulting partner such as CloudSocius about these issues and reading this blog are the first steps towards a successful implementation and continual development of Salesforce for your company.

The beauty of the Salesforce business model is that by outsourcing implementation and development work to registered consultancy partners, the length and breadth of Partner knowledge is ever increasing. Thus, the support for a Salesforce Organisation no longer stops with Salesforce, but extends to the vast knowledge of the Partner of your choice.

CloudSocius are a registered Salesforce consultancy partner who specialise in helping companies realise the potential of this unique platform. This is achieved by offering two separate but complimentary services; Professional and and Managed Services. The Managed Service arm, aims to allow Salesforce customers to leverage the knowledge of our certified administrators for their own platform development. The administrators at CloudSocius have the competitive advantage over internal system administrators due to the nature of our multi-tenanted service – one member of staff controls the development of a number of orgs. The benefit of this to our customers is that we can call upon our diverse range of user stories, to ensure we recommend best practise and help tailor a development of your Salesforce organisation that is specific to your business processes.

We find that the reason many new customers join our service, is that their internal administrators lack the innovation to match the development of Salesforce – with its 3 annual system updates. That’s where, as a Consulting partner, we strive to keep abreast of innovation, we prioritise knowledge sharing across the company and we ensure our staff are highly qualified on the Salesforce platform. The end goal for the Managed Service is that we provide our customers with slick, specific and user friendly solutions to their everyday Salesforce problems and enable them to achieve outcomes they never thought possible.

At CloudSocius we realise that no two companies share identical business processes, even those competing in the same industry vertical. Based on this understanding we have the freedom to really understand your business processes, the logic behind those processes and how you wish them to be replicated within your Salesforce environment. We get so acquainted with your business, that you will feel as though this partnership was formed on inception of your business and it is this attention to company practise that sets CloudSocius apart from other companies offering a ‘similar’ service.

Through no specific intention on our behalf, the Managed Service has developed deep understandings of many other products used to complement Salesforce. From platform specific tools such as Pardot and, to mass mailing tools and recruitment applications – we have a detailed understanding of the uses of many of the AppExchange’s most popular apps. By leveraging the knowledge of your assigned Champion, CloudSocius can also help you to develop a more rounded business solution on the platform.

Still need more convincing as to our powers? Visit our website at or get in touch with us personally…I’m sure it’ll be the start of us supercharging your Salesforce development!

Resource : CloudSocius


Salesforce Roles and Profiles Explained

salesforce-orgSetting up salesforce security through profiles and roles can take a while to get your head around. Here’s a dummy’s guide to get you up to speed.
The analogy I like to use is driving a car. A profile is like a driving licence: it gives you the right to drive cars and even sets out what kind of vehicles you’re allowed to drive. In contrast, a role is like owning a car, or being given someone’s keys: it gives you access to drive this particular car. In the same way to drive a car, a licence (profile) is mandatory however having a car to drive (role) is optional.
Profile Level Security
Profiles is where you can set out which kind of vehicles (objects) you’re allowed to drive. Object security determines what actions (Create, Read, Edit, Delete) each user of that profile can perform on records of each object. These settings only apply to your own records so if you have edit enabled for the account object you will only be able to edit the account records you are the owner of. To be able to edit other peoples accounts you would need ‘Modify All’ ticked and in the same way ‘View All’ gives the user the ability to read all records for that particual object not just your own.

Other useful profile level security settings to think about:

✓ Ability to run or export reports
✓ Ability to view the setup menu
✓ Restricting login hours
✓ Restricting IP range access
✓ Which tabs/apps are visable
✓ Record type permissions

Once you have profiles set up you can start to think about roles (who gets the keys to which cars). Roles give an organisation the ability to control access to information. This is useful when the organisation wide defaults (OWD) are set to private (only the owner can access the record) as roles then give you the ability to open this up to grant additional access.

The Salesforce’s Role hierarchy is structured as a tree and permissions roll up from the bottom. This means users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organisation’s sharing model for an object specifies otherwise.

Using the below image as an example the VP of Hardware will be able to see the hardware and sales rep’s data but would not be able to see the software rep’s or the VP of Software’s data as they are on different branches of the tree.

By Jade Valentine – Salesforce Consultant – CloudSocius

How To Get The Most Out Of Salesforce Campaigns In 6 Steps

Salesforce Campaigns In 6 StepsSo, you are a big marketing hotshot who knows all about getting people to buy stuff. You have no scruples, and won’t lose any sleep if you send the same email to the same person 77 times in a week. You are a marketing God.
The problem is you have no way to prove it is your carefully (machiavellic) planned marketing campaigns that are bringing in the big bucks to the business. Even worse, little Joe from the sales department is getting all the credit for your hard work… Pfff, like he even knows how to distinguish a Lead from an Opportunity.
If this sounds like you, fear no more. Using the Campaigns tab on Salesforce, you can determine how much your amazing campaigns are contributing to your business. And I am going to show you how get the best out of them.
The first thing you need to remember is that Salesforce is NOT a marketing tool. But if you use it correctly, it can be invaluable in helping you understand the return you are getting on your marketing efforts.

Make sure you are a Salesforce marketing user
If you are a system admin go into your user page and put a tick on the “Marketing User” checkbox. If you aren’t, just contact your admin to do this for you. If you are not a marketing user you won’t be able to create campaigns on Salesforce.

Create types of campaigns and standardize them
The type could be Email, Conference, Webinar, etc. Whatever is relevant to your business should be a type of campaign. Also, decide which information is worth keeping and make sure the appropriate fields are available on the campaign page. If you don’t know how to do this contact your system administrator. By standardizing your campaigns, the reporting will become much more effective, as there will be common fields on which to compare performance.
Another thing that is worth standardizing is your definition of a successful campaign. This could be the number of opportunities created, the number of people who attended the conference, the % of responses, etc. If you define strict guidelines for determining success, you will easily be able to tell which campaigns were worth the effort.

Create your target list
Decide the recipients of your campaign and make sure you add them to your Salesforce campaign. You can do this by using the Manage Members button in the Campaign page to add existing leads or contacts. Alternatively, you can use the import wizard to import external leads that will automatically update your campaign.

Track responses. I mean religiously track responses
If you want any trustworthy information to come out of this process you will need accurate tracking. The first thing you will want to do is set your response types (campaign member status), so they are relevant to the type of campaign you are running. Then, if you are lucky enough to have a marketing tool that tracks responses automatically such as Pardot ( all you have to do is sync it with Salesforce.

If you’re not that fortunate, there are two main methods in which you can track your responses: 1. you can manually record customer’s responses on the Campaign History list on the lead\contact detail page, or the campaign detail page; 2. you can mass update a list of leads or contacts and their responses using the Campaign member import wizard.

Relate opportunities and converted leads to campaigns
A standard Salesforce functionality is “Campaign Influence”. This feature is EXTREMELY IMPORTANT. I’ll get to why it is important in a second, but first you need to make sure you turn it on.

To do so, go to Setup -> Build -> Customize -> Campaigns -> Campaign Influence and tick “Enabled” on the “Automatic Association” step.

Campaigns will now be automatically associated with all “opportunities created”\”leads converted” that relate to your campaign target list. In practice, what this means is that if an opportunity gets created through a contact that is a part of your campaign, that opportunity will automatically be tied to your campaign, and it will show on the campaign page. The same will happen if you convert a lead that is connected to your campaign. This will save you the trouble of having to chase opportunities down and manually relate them to your campaign.

Analyse Effectiveness
So, you have done all the hard work, you have got to the end of the rainbow and now you want to collect your pot of gold. Or in other words, you want proof your campaigns are bringing in customers as fast as Usain Bolt runs the 100m! No problem.

Salesforce provides you with three “out-of-the-box” reports that will show you just how well your campaigns are doing! You can access them just by going into the campaigns tab and clicking the links displayed under “Reports”.

The three standard reports are:

1. Campaign ROI Analysis shows you ROI for all campaigns in a single report;

2. Campaign Revenue shows you how many opportunities were closed on each campaign and how much money each one brought to your business;

3. Campaign Member Analysis shows you the status of each campaign contact\lead summarized by campaign and campaign type, so you have an overview of how people are responding to your efforts.
These three reports are a very good start, but Salesforce will allow you to create any report based on any campaign fields (remember step 1 of this guide?). So, have at it!

That’s it! Follow the above steps and will you be able to prove to everyone what a marketing genius you are in no time.

By David Martins – Salesforce Solutions Executive – CloudSocius