Give Your Business Salesforce Support and Help it Grow

salesforce-supportWe know Salesforce CRM is the no. 1 platform on the market. We also know how the company pioneered the cloud and change the landscape of doing business. It is credited to have spared businesses the investment in a chain of hardware or software as now, running a business is largely a simple affair.
More so, the company made sure that businesses could be run and managed from anywhere without having any reliance on technology. This is when a new model of doing business came into being. So, your business stands to gain from any association with a cloud leader. Continue reading


Maximize Your Return On Investment With Salesforce Managed Service

manage-serviceThe level of productivity goes notches up when employees get a total liberty to dedicate their time on core business operations within the organization. This way, the most valuable resource is used to its fullest potential to boost the growth prospects of the business. The same happens when Salesforce CRM is implemented in the business as it gives the workforce a great freedom of exhibiting their prowess in only their assigned area.

It’s therefore important to benefit the business from managed service of Salesforce as this the best way to keep the employees within their core areas. This unique service benefits organizations in many ways and that’s why its popularity is growing. So, if you want your business to excel and realize its objectives, give it then the edge of managed service.

The Managed service delivers a range of advantages to organizations, including:

Enhanced ROI
In this service, Salesforce experts unleash their expertise and domain experience to bring a difference to your business. First of all, they become aware with your business and its processes and then create your CRM. And this product delivers highest standard of efficiency and power to help your business realize its goal and maximize its return on investment.

Cost-effective solution
The managed service is an economical way to resource maximization. It gives the opportunity to hire Salesforce experts on a fixed monthly fee and get need-specific solution. Without investing a big sum of money, you get experts creating a feature-rich and cloud-based CRM for your business.

Domain experience
In choosing Salesforce experts, your business stands to gain a lot as it leverages the experience of a team that has served across industry verticals. The team has already created, developed, customized and implemented CRM for different type of business and this is why your business will be in a position to get the most out of the product.

Upgrades and features
With managed service, your business benefits from all those latest products, features and functionalities that are added to the Salesforce platform. More so, your business gains upgrades as and when they happen to the CRM platform. In a way, your business never loses or misses out on anything that the customer relationship management system has to offer.

It’s quite clear that Salesforce Managed Service positively impacts your business at many levels and you should benefit from it. So, find a reliable partner to give the best and most to your business from the CRM.

Marc Benioff Salesforce CEO makes a stand for gender equality

SalesforceAs a young women working in technology I have always found myself in the gender minority not only in the workplace but also during my time at university. When I meet new people and they ask what I do I am often faced with bizarre comments such as “why do you work with computers – you’re a girl?!” Unfortunately and quite surprisingly stats say that percentage of computing jobs help by women has actually fallen over the past 23 years according to a new study. On top of that women earn just 77% of what a man does in the same role!

Marc Benioff Salesforce CEO has been in the news recently as he is fighting for equal pay for women. Starting with his own business, (where he employees over 16,000 employees worldwide) he is reviewing all salary data to make sure that women are being paid equally and is urging other companies to follow suit.

He’s already given out some raises and “I expect to be giving a lot more,” he said during an interview with The Huffington Post, “when I’m done there will be no [pay] gap.” Although he did admit the process of ensuring 100% equal pay for women could take a couple of years.

According to a USA census, there’s a stubborn gulf between what men and women earn. In 2013, a woman working full time earned about 77 percent of what a man earned.

But women can’t do this alone, said Benioff. There are also things a company can do.

Salesforce’s pay initiative is part of a wider company program called Women’s Surge, which Benioff put in place in 2013 after he began to realise there weren’t enough women at his 16-year-old company. Overall, women made up just 29 percent of employees at Salesforce as of June 2014, according to the diversity report. It also shows that women only account for 15% of leadership roles and 20% in tech roles.

salesforce 1

As part of the Women’s Surge initiative, Benioff is trying to make sure that women make up at least 30 percent of the attendees at any meeting, from large-scale management meetings with 500 to 1,000 attendees to product reviews with just 10 to 20 executives.

With Marc leading the way hopefully other companies will start to follow suit and we can start to bridge not only the pay gap but also the gender gap!

Resource: Cloudsocius


Loop through an auto launched flow without using the loop element

In this example I will be cloning an Opportunity with all related products in an auto launched flow without using the loop element!

You can trigger the flow you are about to create in one of three ways:
1) URL button
2) Lightning Process builder
3) Embed flow in a VisualForce page and trigger via a button

First, you will need to create a checkbox on the Opportunity Product (Default False). We will use this as our loop criteria if you like and will allow us to update this checkbox and process all Opportunity Products.

1) Record Lookup – If you are choosing options 2 or 3, you can skip this step and assign variables in your flow certain values. If you are using method 1, you will need to look up the current Opportunity you wish to clone you can then obtain all info needed to create your new Opportunity. Store each field you wish to use as a separate variables.

2) Record Create – You will then need to create the new Opportunity. For this, you simply insert your variable values from step 1 into these fields on your new opportunity. Ensure you give this Opportunity a unique Variable to reference later on in your flow. Like this:
salesforce CRM





3) Record Lookup – This is where you need to look-up any Opportunity products from your initial Opportunity which is going to be cloned. You will need to add the criteria of the checkbox you created earlier to equal false. This is so that we can update this field to True after we have created the clone of this Opp Product for your new Opportunity.



4) Record Create – Create the New Opportunity Products. Insert your new Opportunity ID variable in to the OpportunityID lookup field on the Opportunity record. This will create the relationship between your new Opportunity and this new Opportunity Products.

5) Record Update – Update the old Opportunity Product with a check box equalling true. This will then eliminate this Opp Product from the cycle as we have already just created the clone of this Opp product.

6) Record Lookup – Repeat step 3. Lookup the Opportunity Products with the following criteria. Checkbox equals false. This will only look for opportunity products which have not been already updated. Assign this new Opp Product a new unique variable for the ID.

Salesforce auto launched





7) Decision – Create a decision which will determine if there are any more Opportunity Products to be created and added to your new Opportunity. The Decision will look at your step 7 variable ({!id}) and determine if it is true or false. If it is false, you want this to then go on to step 3 and repeat the whole process again. Your Decision does not need another branch. If the criteria is not met then your flow will simply end!

Your flow should look something like this – Enjoy!salesforce launched decision






CloudSocius – Salesforce Consulting Services

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