Encaptechno

salesforce

What is Generative CRM and How Can It Help Your Business

What is Generative CRM and How Can It Help Your Business?

/ , , , , / AI, CRM Services

Customer relationship management has long been at the centre of successful businesses helping companies to manage and analyze their interactions with customers. However, with technological advancements, traditional CRM systems are developing to include cutting-edge AI.

What is Generative CRM and How Can It Help Your Business

Generative CRM is a combination of generative artificial intelligence and customer relationship management. It refers to a subset of AI algorithms capable of generating new and human-like content based on the present data. The algorithms including GPT-4 are capable of creating coherent and relevant text, images, and other media that allow businesses to offer personalized customer experiences. 

The integration of generative AI in CRM systems encourages businesses to harness the power of advanced language models for automating and improving customer interactions. The combination helps companies to understand to anticipate customer needs better while customizing customer strategies and improving customer satisfaction. 

In this blog, we will have a look at what generative CRM is and how can it help your business. 

What is Generative CRM?

Generative CRM includes the power of generative AI with customer data for enhancing productivity and efficiency. It helps in performing many functions such as answering queries, creating an email, managing conversational text, and addressing human diseases and the environment. The more people continue to use it, the more it will get smarter. 

Generative CRM helps in performing challenging tasks and freeing up your time to focus on important projects. It helps in looking at the internet and important data for further crafting better responses. The fundamental job of generative CRM is that it really reduces the friction of going from one idea to a first draft. This includes writing a document on the previous meetings you may have had or summarizing conversation streams to look for insights for improving your approach. 

How Does Generative CRM Help?

People spend so many hours carrying out mundane tasks only to get their jobs done. They search through data and research for coming up with a campaign for new campaigns, writing and rewriting, and finally scramble to find a balance in conversations with angry customers. 

Imagine a tool that could streamline all of this regardless of the industry or department you may be working in. The generative CRM tools combine the power of generative AI with CRM all across many industries. There are a number of ways in which this is helpful. They are all mentioned below. 

1. Reduced Time to Value

AI has been around for a while now but the generative AI products have the ability to help people across industries work a lot more efficiently. This can have a direct impact on building and maintaining customer relationships. 

The superpower of generative AI for CRM helps in reducing time to value. This technology helps in filtering out the noise that many may encounter on the internet otherwise. Generative CRM is smart enough to know what to look for if you are asking the right questions.

2. Freeing Humans for High-Value Work

Let’s for a second imagine that you’re trying to get a new customer and for achieving this, you are spending hours through your data to improve your sales pitch. This can eventually bring you to search your network and the company website for finding a person that helps in getting your foot in the door. 

The repetitive and mundane tasks can tire you while wasting precious time that could be spent on building new relationships. All the tasks done in a CRM can be repeated and automated. The simple idea of speeding up things makes everything quick and productive. It also gives you more time to work on building relationships with people you may be selling to. 

3. Artificial Intelligence

Security is key to generative CRM and builds on long-standing principles for trusted AI with defined guidelines that can address problems with generative AI. The generative AI models depend on available data and generative CRM is rooted in safe, private customer data while also drawing on the public data. 

An important part of doing things is making the technology trustworthy and impactful for businesses. Systems such as ChatGPT are very powerful and also built on public data sources. However, the technology should be grounded in data when the aim is to work in the enterprise. Blending the public and private data makes a trusted and valuable experience for customers.

4. Personalization

Another reason which makes generative CRM a great deal for businesses is the fact that it can offer unparalleled personalization by creating specific and contextually relevant content for all customers. 

The personalization level allows businesses to communicate with customers in ways that resonate with them leading to strong relationships and better brand loyalty. In addition, personalized content is also more likely to respond positively to messages that feel tailor-made.

5. Scalability

Traditional CRM systems often struggle for scaling with the business growth which then leads to increased workloads for customer support teams. 

The generative AI CRM also offers a scalable solution by automating multiple customer interactions. As a result, businesses can maintain a high-quality customer experience even as their customer base keeps increasing.

A New Way to Personalize Your Marketing and Sales Efforts

6. Cost-effectiveness

The process of including generative AI into the CRM systems can help businesses save on labour costs by automating routine tasks including responding to frequently asked questions or sending personalized messages. 

It is possible to free up customer support and sales representatives by helping companies allocate resources efficiently and also improving the bottom line eventually.

7. Improved Customer Insights

Generative AI CRM systems have the ability to analyze customer data a lot more effectively as compared to traditional CRM solutions while offering valuable insights into customer preferences and behaviour patterns.

The insights so obtained can be effectively used for refining marketing strategies from product development and for driving sales growth. 

8. Better Customer Satisfaction

When you offer personalized, engaging, and timely communication, the generative AI CRM helps in improving customer satisfaction levels to a great level. 

Satisfied customers are more than likely to stay loyal to one brand and recommend it to others while making repeat purchases and leading to long-term business success. 

9. Personalized Marketing

The traditional CRM system relies on segmenting customers into various groups on the basis of demography or behavioural data while targeting the groups with relevant marketing campaigns. 

Generative AI CRM helps businesses to take personalization a step ahead by creating tailored content for all customers. This includes personalized email campaigns, social media content, and dynamically generated website content that can appeal to preferences and interests.

10. Customer Support

Customer support is an important aspect of CRM that can influence customer satisfaction and loyalty. Generative AI CRM can change customer support processes by using AI-powered chatbots and virtual assistants for handling everyday questions and offering instant and personalized support. 

The AI agents do not just understand and respond to customer questions but also generate precise and detailed responses that ensure seamless customer support.

11. Attractive Pricing

With detailed analysis of customer behaviour and preferences, generative AI CRM helps businesses to develop an effective pricing strategy and promotional offer. This can be used for adjusting prices in real-time on the factors such as demand, willingness to pay, and competitor pricing. 

Personalized promotions can also be tailored to individual customers based on their purchase history and other preferences. This also increases the likelihood of conversion and customer satisfaction. 

12. Customer Analytics

Generative AI helps businesses to uncover deep insights about their customers with a detailed analysis of data including historical interactions, purchase patterns and customer feedback. 

A good understanding of underlying patterns in customer behaviour enables businesses can make data-driven decisions for improving customer satisfaction and loyalty.

13. Better Response to Queries

Sifting through information can become way simple with the use of generative AI. There are many tools that can write accurate responses to general questions. You can easily deliver complex information in a simple-to-understand way.

This is particularly true for the service team. The use of generative AI can help in answering even the 8 simplest questions that are not already pre-loaded in the chatbot.

Related Read: How Can Generative AI Help Marketers?

What Does Generative CRM look like? 

There are many ways in which generative CRM can be put to use. These ways are mentioned below. 

1. Services

Generative CRM helps in creating important knowledgeable articles, improves response time, analyzes customer feedback, and also offers responses to frequently asked questions. 

Imagine you are having a virtual chat with a customer and while they are texting you, Einstein GPT is looking through many web pages and data for helping to create the best reply. You can effectively edit the reply for ensuring that it does not sound like a machine but a person.

2. Sales

Generative CRM helps in improving lead generation, predicting future sales trends, analyzing sales data, and creating personalized communication. For instance, generative CRM helps in finding updated information on an organization and also helps in targeting appropriate contacts in a company. 

You can efficiently draft an email and also give the most current information about a company for preparing better for a meeting. 

3. Marketing

Generative CRM can design visually attractive and personalized ads for targeting specific audiences on the basis of browsing and purchase history, building predictive models, forecasting customer purchasing behaviour, and creating influencer campaigns. 

Generative CRM helps in designing a targeted promotion for social media that can effectively describe a specific area and also target customers who are likely to visit a store based on previous purchases or their social media posts and comments.

Einstein GPT By Salesforce

Einstein GPT is a generative AI customer relationship management technology that has been launched by Salesforce for delivering AI-created content across sales, service, marketing, IT, and commerce. Salesforce can change all customer experiences with the right use of generative AI. 

Einstein GPT infuses the proprietary AI models with the generative AI from a pool of partners while also using real-time data from the Salesforce Data Cloud which further unifies a company’s customer data. 

Einstein GPT By Salesforce

Customers can connect their data to advanced AI models and even choose their own external model while using natural language prompts directly in their Salesforce CRM for generating content that adapts to changing customer information and needs in real-time.

All said and done, the world is presently experiencing a profound technological shift with the rise of real-time technologies and the spread of generative AI. This comes at a time when all organizations are more focused on connecting with their customers in an intelligent, automated, and personalized way. Companies that understand the importance of using generative AI will have an edge without any doubt.

Related Read: What is Real-Time Marketing and How Does It Help?

Embracing the Future: Unleashing the Potential of Generative CRM for Enhanced Customer Relationships

Embracing the Future: Unleashing the Potential of Generative CRM for Enhanced Customer Relationships

Generative CRM comes with the power of generative AI models with traditional CRM systems that can effectively revolutionize customer relationship management. It helps businesses to create customized content, offer customer support, automate CRM processes, and also leverage advanced customer analytics. 

Using the benefits of generative CRM can allow your business to experience enhanced customer experience, better efficiency, improved decision-making, and ensure data-driven personalization. 

What is Generative CRM and How Can It Help Your Business? Read More »

AI, CRM Services, , , ,
Salesforce Summer '22 Release Highlights | Salesforce Partner Encaptechno

Salesforce Summer 22 Release Highlights | Explore What’s New!

/ , , , / Salesforce

Salesforce Summer '22 Release Highlights | Salesforce Partner Encaptechno

The most excellent CRM cloud solution is Salesforce, but maintaining that position over time is difficult. Consistent innovation, development, and actions are needed to keep up with the right market trends. Salesforce CRM cloud has always ranged above and beyond to stand out from the competition and provide the best, whether by acquiring firms with specialized tools linked with Salesforce or by developing new automation solutions for enterprises. As a result, Salesforce releases new features and advancements and adopts user suggestions. Every year, three releases are made. 

It is an opportunity for everyone in the Salesforce ecosystem to benefit from the platform’s real-time innovation. Because upgrades are sent automatically in real-time, all Salesforce clients may benefit from new features and enhancements right away. However, some features may require setting, and others may influence how your company uses the platform, so it is critical to stay informed. 

Salesforce continually updates its services so that customers can take advantage of the advantages and align with them, as it is all about improvements and the addition of new technology. 

Let’s discover more about the highlights of Summer Release’22 that Salesforce has created.

On May 6 and 7, the most recent release updated the new and existing sandboxes. The sandboxes of your company must have already seen the modifications, but there are too many for one person to register them at once. 

Let’s review the features, improvements, and additions we have received in this update for improved usability and convenience.

1. Address Fields Customized for You

Indeed, Salesforce developed custom address fields similar to regular address fields. The beta phase of this improvement is expected to result in enhanced address data accuracy and user experience.

In Salesforce, there is no option to construct a composite Address field. Hence we must establish various areas for address-related data (Country, State, City, Street, PostalCode).

You can add and get addresses using Custom Address Field (Beta) using custom Address compound fields on Salesforce standard and custom objects. 

To enable Custom Address fields, we must follow the steps listed below (Beta)

  • Activate the custom address field (Beta)
  • Establish a Custom Address field
  • Put the State and Country Picklists into practice (Optional if you want to use the default picklist)

2. No More Uncertainty About Appointments and Scheduling

We frequently find ourselves perplexed as to why certain service appointments are not occurring or what users and candidates might do to secure more time for appointments. 

Since scheduling suggestions and appointment insights have come to your aid and given you the reasons and answers for your confusion, all of that confusion has now been put to rest. 

This function is currently in preview mode.

3. OCR Simplifies Data Extraction

We all know how tough it can be to extract data from physical forms of data, such as insurance and mortgage papers, official documents, and so on; however, Einstein’s OCCR model now makes it possible to extract data extremely quickly by analyzing the document’s layout and content by scanning over its image and obtaining structured data as a result. As a result, we can swiftly convert data from custom forms into Salesforce records, such as insurance, mortgage, and healthcare forms. 

The OCR model evaluates the layout and content of the document before extracting the necessary values from the user-defined fields in your custom form. This function is in beta testing.

4. Scheduler for Salesforce

Also receiving a much-needed makeover was the Salesforce Scheduler. Service Resources and Managers may now easily manage their daily activities with the help of colour-coded groupings within the Calendar, thanks to the addition of the ability to examine shift vacations, schedules and absences in a calendar view.

Customers can now book open time slots in real-time using the shared URL by sharing calendar availability, which has also been added to the release. Additionally, freshly made appointments can be immediately distributed to designated Service Resources, ensuring that only the right team members can access the information they require.

5. Picklists

Picklists now include several time-saving capabilities that will benefit users greatly. This applies to Salesforce Classics and Lightning Experience in all editions.

Manage Picklist Values in Bulk (Beta)

Increased efficiency by adding new functionality that allows you to delete, activate, deactivate, or alter many custom picklist field values at once.

Remove Inactive Picklist Values (Beta)

Users can use this bulk delete tool to remove inactive picklist values from custom picklist fields.

Inactive Picklist Values in Custom Picklist Fields

Users can now receive an email indicating which custom picklist fields have 4,000 inactive values and are eligible for bulk deletion.

6. Person Accounts Enabling

Salesforce makes it simple for clients to enable Person Accounts with a few clicks, eliminating the need to contact the support team. However, any organization that has explored Person Accounts is aware that you must contact Salesforce Support for them to enable Person Accounts in your Salesforce environment.

Organizations can now enable Person Accounts on their own using Salesforce Setup with the Summer ’22 release. 

Like the prior phase, Enabling Person Accounts in your Salesforce environment cannot be reversed.

7. Using Triggered Campaign Messages, You Can Personalize Your Experiences

This upcoming Salesforce update will be handy for B2C shops and anyone with an eCommerce presence. Marketing Cloud Personalization users will be capable of triggering personalized customer experiences based on catalogue updates, cart abandonment, and other behavioural indications using new Triggered Campaign Messages.

You may now more successfully re-engage customers who couldn’t buy or be put off by the cost by setting catalogue triggers when a product is replenished, or the price is dropped. 

In the event of cart abandonment, you can also set the product price range, the number of times a consumer revisits abandoned products, and the frequency of alerts they will get. Then, based on parameters such as the number of revisits, you may send a customized campaign with a personalized price, offering stepwise discounts to less engaged prospects. Salesforce’s Summer Release 2022 has undoubtedly made eCommerce marketing smarter.

8. Use the Migrate to Flow Tool to Convert Workflow Rules to Flows (GA)

Salesforce will continue to push clients to use Flow as Process Builder and Workflow Rules are phased out. 

Fortunately, we are supplied with tools to make the migration process easier than simply constructing flows ourselves. 

The Migrate to Flow Tool was already available in the previous edition for specific Workflow Rules, but it now supports a broader range of workflow rules. The following features will now be supported by the tool:

  • Equal to null
  • Not equal to null
  •  Rule criteria formula

9. Integrations with Amazon are Now More Straightforward

We can now natively link the AWS data we need with Salesforce using the new Salesforce Connect adaptor for Amazon Athena. This will enable us to analyze structured data in various ways and take advantage of the faster-querying results even on massive datasets.

10. Recipes are Now Included in Salesforce

Since Salesforce has developed data and data flow recipes, the word “recipe” is no longer just used in the kitchen. With only one click, dataflows may now be converted into recipes. 

The “Convert to Recipe” button enables us to work on recipes with data features like joins, sentiment recognition, and many more without altering the current dataflows.

11. Staged Data Features Facilitate Work

It isn’t easy to deal with a lot of data using CRM Analytics. 

Even yet, we may significantly reduce the processing time by using staged data that precursor recipes have already generated as input nodes for later recipes. As a result, it only merges once, gathers the staging data, and then applies it to all the additional recipes the user wants to work on. At their discretion, customers may test this beta capability, which exclusively applies to CRM Analytics in Lightning Experience and Salesforce Classic.

12. Sets of Permissions Have Now Expired

We frequently assign permission sets without remembering to modify them for the user. Perhaps temporary access is required, so we manually share, but sharing for multiple identities is time-consuming. However, permission sets now have an option of the expiry date, enabling them to be assigned even in transitory situations.

13. Salesforce Flow Test Framework for Debugging The Record

Triggered Flow is always an irritating aspect of its evolution. 

You may now quickly test it to ensure that it produces the intended results. Flow Builder allows you to develop, save, and perform flow tests. Because the test evaluates whether the Flow runs as predicted, automated flow testing saves us time and enhances flow reliability.

 14. Solving Cases is Now Simpler

Thanks to Einstein Search Responses, you won’t need to confront situations head-on anymore, which will now offer more accurate answers to users concerning cases. 

Type the word into the global search box.

15. Existing Schemas Can Be Updated

Before, developers could not modify or update a schema using a flow. With the new features, developers can still upgrade registered schemas because any version of a registered schema that is incompatible will trigger a workflow message. Therefore, that can be taken out before turning on the upgraded work.

16. Improvement Using Slack

Thanks to this summer’s release, developers can now communicate screenshots to Slack using an invocable action. Sending a message to Slack that includes a button for the user to click and launch can create the desired Flow.

17. In the Lightning App Builder, You Can customize and Filter Related Lists

Until Summer ’22, related listings could only be changed by changing the page layout. So if you wanted to change the look of a linked list while still in the Lightning App Builder, you had to switch to the page layout. The new Dynamic Linked List – Single component in this release allows you to alter related lists in Lightning App Builder. We can customize the list’s fields and sort order, apply filters and give it a meaningful name.

18. Improved Report Type Selector

With this update, finding the optimal report type is now easy. Salesforce users may rapidly access their recently-used report types and inspect the fields and objects with the enhanced report type selection. The report type, whether standard or custom, is immediately visible at a glance. It is also possible to hide unnecessary report types, making your reporting easier to handle.

Salesforce Summer 22 Release Highlights – The Bottom Line

B2B marketers who come to Salesforce try to scale and grow strategically. These latest Salesforce Summer ’22 Release features help marketers get closer to their goals by saving them time and resources. 

Contact the Salesforce Consultants at Encaptechno for assistance deploying these capabilities in your Salesforce org. We can conclude that there have been numerous improvements and new additions to the Salesforce Ecosystem in every field, be it administration, business and automation, or development, based on the highlights already discussed and the notes for the Salesforce Summer Release 2022. Numerous improvements undoubtedly save the lives of their intended users. 

We can state that the Summer Release 2022 has provided everyone with many features to play around with, discover, and use.

Salesforce Summer 22 Release Highlights | Explore What’s New! Read More »

Salesforce, , ,
dreamforce-crmignity

Rediscover the Future of Sales with Our Salesforce Team at Dreamforce ‘18

/ , , , / Salesforce

Dreamforce 2018 – The four days of inspiration and having the time of your life with fellow Trailblazers. It is the most innovative software conference in the world from 25th September to 28th September. Dreamforce was surely not to be missed, and at Encaptechno we are always keen to learn new. So, we are going to California to learn from the experts and share our insights. Take a look at how you can rediscover the future of sales with us at Dreamforce.

Opting for Salesforce CRM is the key to business success. Its impeccable strategy and goal driven approach makes it the future of sales for sure. Willing to know how it can help you pave new avenues of success? Let’s take a look at its advantages then.

  1. Simple and easy to use: To extract the full potential of a CRM, it is important that its functionality is understood by even a layman. There are a lot of companies making extensive use of CRM. But not everyone out there has sound software or technical knowledge. This is where Salesforce CRM comes in handy. It has a very simple and easy to understand user interface. Salesforce CRM saves you from the complexities of coding and precise product updates. All you need to do is follow its simple format which is not only easy to understand but easy to implement too.
  2. Smooth integration and functionality: Salesforce CRM is designed in a well-integrated and functional way. It works as a great backbone service for facilitating easy data integration between various departments. In addition, it is also responsible for providing center-based customer information along with a plethora of data and statistics Moreover, the data and resources are kept very safely at Salesforce with its high-end security set up. It knows the value of sensitive data and makes sure to not compromise with it at any cost.
  3. Customized and flexible approach: The needs and preferences of every company is different. And, Salesforce with its customized and flexible approach, caters to the individual needs of companies with efficiency. It has the ability to fit within any business model and provide relevant and tailor made data and statistics. In fact, it optimizes the whole system in a way that helps companies to measure and analyze the success of their marketing strategies. This, in turn, helps them customize their campaign in accordance with the results. Moreover, since the Salesforce CRM is cloud based, it becomes easily accessible to employees. It works wonders in increasing the flexibility of workflow and maximizing the productivity.
  4. Excellent curation of user resources: The value added benefit of using Salesforce CRM is the access to it excellent curation of high-end user resources. It makes extensive use of innovation and invests in a lot of efforts, time and money to give its users a deep insight on its functionality, simple use, flexibility etc. From updating informative blogs and articles to hosting educational webinars and posting videos on various technical topics, Salesforce CRM does it all. All these resources don’t only empower the knowledge base of users but also, gives them a great customer experience. And if that’s not enough, it even has a high-end customer service team which work towards giving quick solution to any of the user queries.
  5. Outstanding AppExchange feature: Salesforce CRM knows and understands the importance of applications in people’s life. Nowadays, there’s an app for everything. Therefore, Salesforce has leveraged it through its AppExchange feature. It is a marketplace catering to the app needs of users. It allows users to download and install a variety of apps with ease. It is another great way of improving the knowledge and functionality of any user base and giving them a world class experience.

All in all, Salesforce with its unique and innovative approach has made a mark for itself in the competitive world of CRM. It would be a lifetime experience to be there at Dreamforce and learn insights from the leaders. If anyone wants to meet us, look for us at Customer Success Expo: https://www.salesforce.com/dreamforce/expo/

Rediscover the Future of Sales with Our Salesforce Team at Dreamforce ‘18 Read More »

Salesforce, , ,

How to Boost Business Growth with Salesforce?

/ , , , / Salesforce

boost business growth with salesforce

Cloud based applications and web based solutions in the form of packages and products have become preeminent nowadays. These are known for catering quick and efficient solutions to the customers and boosting sales to a great extent. One can have myriad advantages from such products, like getting new leads, new customers, buying and selling strategies, and details about the ongoing market trends.
If you are new to the business sector, it is advisable to integrate a professional product/platform for better results and sales. This will market you and services in the best possible way that will definitely add up to your growth and goodwill in the market.

Salesforce is one of the most promising cloud based platforms that helps in the overall growth of your business. This is a complete package for all sorts of industries, right from small scale to the large scale industries, including manufacturing, automotive, financial, media, retail, public sector, healthcare, and many others.

Benefits of having Salesforce in your business

There are numerous benefits for embedding Salesforce into your business, which is not only productive for boosting sales, but also solves various customer related queries with an opt solution. Major benefits are mentioned here:

It provides marvelous Cloud based sales solutions in various mentioned ways:

  • Traces all the details of your customers from anywhere on the web and puts in one place.
  • Combines this information with the best deals to offer to the clients or customers.
  • Automatic sales solutions quicken up the whole process and lead to higher productivity.
  • Information gathered for the productive intelligence is kept at one place & sorted accordingly, so that quick and relevant decisions are made.
  • Arranges new business leads for you by targeting customers by studying their behavior and purchasing capabilities.

It does good marketing and branding in mentioned ways:

  • Engages in the personalized marketing tactics for the business according to each and every customer. You can get various campaigns made in minutes and scatter it across to all the customers within seconds with the help of automatic tools and techniques.
  • Reaching customers anywhere through MMS, SMS and push notifications. This helps in advancing your brand’s digital marketing across the globe.
  • Connect all the social sites and applications such as Facebook, Twitter, and LinkedIn with all the marketing strategies. You get to interact and stay connected with your customers 24*7.
  • You get to collect data for the predictive analytics and can listen to customer reviews/suggestions/demands/needs/requirements as well so that you can work on marketing strategies accordingly.
  • You can advertise your services and business well. Optimize your adverts and float them throughout the Internet, while also reaching to the new customers.

Such platforms not only help your team and organization to grow and decide wisely, but also ensure that all the business deals are closed on time. This, in turn, can add another great milestone to your business regime.

Boost in your business growth with Salesforce.

On the other hand, if you are looking to get the most out from Salesforce, read this article: How to Get the Most Out of Your Salesforce CRM?

If you need more information on Salesforce Consultation & Support, please feel free to Contact Us. We work round the clock to help our clients to provide custom solutions.

How to Boost Business Growth with Salesforce? Read More »

Salesforce, , ,

Lighting Summer’16 with Top Ten Salesforce Features

/ , , , , , / Salesforce Lightning

With summer sending us new peaks of heat waves on a daily basis the world has prepared for the Summer ‘16 release of Salesforce. It is the 50th most important product release of Salesforce. For the company which was founded 17 years ago, this is indeed a big milestone. In this Lightning Summer 16 edition, Salesforce is given with tons of new enhancements and features.

Salesforce-Summer-16
Source: solbusiness.com.au

Here is a summary of the 10 most important features Salesforce is having:

1. Lightning Experience Launched – Admins can now make use of the Lightning App Builder for designing the layouts of the home pages. One can also place components as desired. Salesforce summer launch has made sure that users soon stop using Account Insights and start using Assistant. A very neat way to layout every profile in the account.

2. Achieve Power of Flow with Experience – Flow from Salesforce is a tool which efficiently allows users for working using a script at the front end and a powerful logic at the back end. This logic helps in making powerful data manipulations under the hood. But, now Flow is outperformed by Lightning Experience. The Pilot allows integration of Flow inside Lightning pages. This helps to give the pages a modern and complete look.

3. Calendar Creation – Salesforce Summer‘16 launch of Lightning Experience does not just mean making the pages look beautiful only. It also helps to organize dates and scheduling with the help of its powerful calendar feature. Functions like plan start dates, event date planning, tasks for dates etc help entrepreneurs plan their entire schedule professionally.

4. Exporting of Reports – Salesforce Lightning Experience, this time, has added the feature of exporting data report sheets from XLS or CSV formats. Hence, it helps to make core platforms compatible to each other.

5. Shortcuts – Latest launch of Salesforce, the Lightning Summer ‘16 also supports small handy text-based shortcut tools while one enter numeric or currency values. These small handy features are what makes users the happiest. It is now no longer needed to type long numerical. Lightning will understand and get the work done on behalf.

6. One Contact, Multiple Accounts – Now users can associate a single contact with multiple accounts. One does not need to create duplicate contacts. So for a particular list, one can now showcase all contacts related to that account.

7. Sandbox Cloning – It is a perfect feature integrated by this edition of Lightning where Salesforce has collaborated sandboxes. Allocating new sandboxes have saved a lot of time as well.

8. Execute More Than One Action – This signifies now Lightning allows one to process executing a function for the next criteria at the same time the last one is not fully completed. At workflow, this is a great flexible feature.

9. Related List Record Inclusion – Salesforce has been divided by many people for running business operations from their smartphone. This is something very valuable. So using Salesforce1 one can see related list which includes all the records.

10. Clutter Elimination – Using the new Lightning Experience one can validate pick lists. So, one can keep clutter away cause every incorrect value leads to data piling.

That was Summer’16 Lightning Experience by Salesforce which one can use and have a successful business running.

On an other note, if you are new to Salesforce Lightning and not sure if Salesforce Org is Ready for it, checkout this article: How to Ensure Salesforce Org is Ready for Lightning Experience?

If you need more information on Salesforce Lightning & Support, please feel free to Contact Us. We work round the clock to help our clients to provide custom solutions.

Lighting Summer’16 with Top Ten Salesforce Features Read More »

Salesforce Lightning, , , , ,
Scroll to Top