Top Strategies for Successful Staff Augmentation Implementation
Staff augmentation is one of business organizations’ most widely used models worldwide. It involves focusing on in-house team expansion by outsourcing talented individuals. This strategy can be highly beneficial in effectively addressing skills or workload gaps, leading to successful project completion. However, we have seen many HR managers or companies hire augmented staff and then, after some time, fire them because they do not fit into the workflow. You must follow the right strategies for successful staff augmentation implementation to avoid this. Effective Strategies for Successful Implementing Staff Augmentation Below are some of the useful strategies that organizations or human resource managers can consider following for successful staff augmentation. Before implementation, everything must be planned. This will involve paying attention to several things. For instance, HR managers need to outline the required goals clearly. Some of the most common ones are listed below. A strong understanding of both these things will make the selection process much easier for HR managers and increase the chances of hiring the most suitable talent. When the right talent is hired, it will contribute to the workflow properly, ensuring the maximum success of ongoing projects. Companies should avoid directly involving the augmented staff in the workflow immediately after hiring. This can cause issues and disturb the overall work because new employees will not be aware of the organization’s specific requirements. So, for the successful implementation of augmented staff, it is considered an excellent strategy to conduct thorough on-board and training sessions. Tell the outsourced team members about the company’s specific processes, software tools, procedures, etc. Moreover, HR managers should also educate them about the company’s culture, rules, regulations, benefits, etc. When the proper guidance is delivered, the new hire can easily fit into the ongoing working process and make a handy contribution. Effective communication is the most important thing in every aspect of life, and in the professional field, it becomes even more crucial. And we all know that in a professional environment, communication is done through written messages. Managers must ensure clear communication while sending emails or text messages to new staff about project descriptions, guidelines, new marketing strategies, etc.. For this, they need to avoid using technical or complex jargon or difficult sentence structuring in messages or emails, as this can cause ambiguity or confusion for the augmented staff. However, if they still have doubts about your message’s clarity, then don’t hesitate to rephrase it manually or through an online tool. Tools like Editpad are AI-trained to convert any complex text into clear, concise, and easy to read. The heading already says everything. Managers and company owners should tell both the old and new team members to work as a team and ask them to collaborate and share knowledge on every aspect whenever needed. Doing so will foster a positive work environment, make the augmented staff feel valued and motivated, and result in a successful project. Moreover, companies should take the necessary steps to ensure the management of current projects. For example, you should provide the augmented staff with access to all the required resources or tools. Effective management will save valuable time and effort, boosting the team’s overall productivity and efficiency. Most of you will already be aware of the importance of feedback. It can greatly help a person determine where they are doing well and where improvement is required. So, as an HR manager or organization owner, it is considered an effective strategy to continuously monitor newly hired employee’s performance and provide them constructive feedback. This will greatly help in reinforcing the expectations. Furthermore, while providing feedback, your focus should not be only on highlighting mistakes. Instead, if an augmented employee is doing well, it is necessary to mention his/her worthy contribution. Doing so will encourage them to work more dedicatedly. This is the final staff augmentation implementation strategy we will discuss today. If your organization does not have the capability or enough time to outsource and implement augmented staff, opt for an external service provider. Numerous reputable companies offer staff augmentation services on the Internet. You can choose the one that is trusted and specialized in your targeted niche or market. However, following this strategy will increase the overall cost, so we personally recommend going with it only when the budget is not your concern. Final Thoughts Outsourcing the best talent for your organization and then involving them in the routine workflow is definitely challenging. However, if a manager or company follows the right strategies to prevent any issues, it can be done. In this blog post, we covered most of the ones that can be considered. We are hopeful that you will find this valuable. Schedule A Call With Us Request a Free Consultation YOU MIGHT ALSO LIKE
Salesforce Latest Features – Highlights
Track Accounts as Campaign Members Previously you could only add Lead/Contact or Person accounts as campaign members in Salesforce, but Now you can focus on the Accounts by tracking them as Campaign Members. Add accounts as campaign members from related lists and create standard and custom reports to track their engagement. In order to add accounts as campaign members, the Salesforce admin needs to turn on the feature in Salesforce Setup. Then update the accounts page layouts to include the Campaign History-related list on account records. Note: Accounts, including person accounts, that are added as campaign members also appear in Campaigns and Campaign Member related lists and standard reports. Share Records with Manual Sharing in Lightning Experience With the latest release of Salesforce Manual sharing is available in the lighting experience. Previously, you had to switch to the classic interface to share the record manually with specific users or groups. But, with manual sharing in Lightning Experience, you can now share records and manage record shares in a new streamlined interface. Steps: Note: Manual shares are available only for accounts, opportunities, cases, contacts, leads, and custom objects. Refer to the Prior Values of the Record in Salesforce Flows Previously, there was no way to check the prior values of the record that triggered your flow. But, now when a record is updated, you can access that record’s prior values in Salesforce Flow. The $Record__Prior global variable contains the record’s values immediately before the flow was run. Use these prior values to check for changes and calculate differences in your flow. For example, notify your deal team when the deal’s amount changes by 50% or more. Here, you need to compare the current value of the amount to the prior value of the amount in order to calculate the percentage change. So you can create a formula such as ({$!Record.Amount} – {!$Record__Prior.Amount}) / {!Record__Prior.Amount}. By using a Decision element to check the formula’s result and a Send Email action to perform the notification. $Record__Prior global variable can be used in record-triggered flows that are set to trigger either when the record is updated or when the record is created or updated. $Record__Prior is available in specific Flow Builder locations that read from global variables, including: Are you looking for a reputed Salesforce partner for successful Salesforce Implementation and maintenance? Please feel free to schedule a consultation call with CloudVandana, a reputed Salesforce partner in India, and get the best solution best suited for your business. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
5-Step Guide to Install Email Signing Certificate in Your Outlook
Are you looking to secure Outlook emails? Here is an ultimate guide on downloading, installing, and using your email signing certificates in the Outlook account. Cyberattacks are increasing, and attackers try to fetch sensitive information using different means. For example, email is one of the primary mediums for hackers to attack organizations. According to a report, high-risk email threats increased to 101% in 2021. Therefore, you should secure your email communications to avoid cyber threats. Email signing certificates can help secure communication between the organization and external parties. It allows businesses to sign emails and verify the sender’s identity through a certificate authority (CA) vetting. Businesses can encrypt all the contents of emails with such SMIME Certificates as attachments, messages, and more. Therefore, the security of your communication must install an email singing certificate to your accounts like Microsoft outlook. We will discuss installing such certificates on your outlook account and the significance of email signing. Let us start by understanding the email signing certificate. What is an email signing certificate? An email signing certificate is a critical public infrastructure (PKI)-based digital signature that enables organizations to sign and encrypt emails. It uses asymmetric encryptions where security keys for encryptions and decryption processes are different. An email signing process ensures that the contents of your message are secure both at the receiver endpoint and during transit. In addition, it offers security against man-in-middle (MITM) attacks. So, how does an email signing certificate work? Email signing certificate uses two types of security keys public and private. While the public key encrypts an email, the private key allows the recipient to decrypt it. The public key is available publicly, but the private key is assigned to the desired recipient only. Let’s first understand the email signing process and installation on the Outlook account. Installation of emails signing certificate on Outlook The email signing process begins with generating a certificate signing request (CSR). You can generate CSR through a utility tool like OpenSSL. However, the best way to generate CSR is to use order detail, but you need to be accurate with data, or else it can be rejected. So, let us comprehend the entire process gradually. Step 1- Generating the email signing request. OpenSSL is an open-source utility tool that you can use to generate CSRs and private keys for X.509 certificates. Especially if you are using operating systems like Linux or macOS, OpenSSL comes preinstalled. In Windows, you may need a Linux subsystem for OpenSSL. You can use a command to generate CSR with the OpenSSL, openssl req -newkey rsa:2048 -keyout PRIVATEKEY.key -out YourCSR.csr Every element in the command has its significance, openssl is the main command req is an OpenSSL utility you need to generate CSR -newkey rsa:2048 is essential for the generation of 2048-bit-based private keys -keyout PRIVATEKEY.key helps in specifying where you will save the private key file Similarly -out YourCSR.csr helps in knowing where to save the CSR file. The vetting process begins after your CSR and the private key is generated. Step-2 CA verification stage A CA will verify your details mentioned in the CSR to issue the email signing certificate. However, it becomes crucial to find a trustworthy CA. For example, Sectigo is a leading certificate authority that provides different certificates. It offers various options for email security for enterprises, startups, and small businesses. Once CA verifies your credentials and issues a certificate, you will receive an email with the bundle containing all the files required for the installation process. Step-3 Download and install the email signing certificate in the Outlook account The first part of the installation process involves downloading the certificate file in a PKCS#12 format. CAS like Sectigo will provide a link for downloading the file in your email. Next, you will be asked to create a password for the file and save it. For example, the process is straightforward if you want to install the Sectigo PAC Enterprise certificate on your Outlook account. The reason to choose Sectigo is faster issuance, ease of download, and installation. However, some CAs may not provide the certificate file in a PKCS#12 format. Here is how you can use OpenSSL to convert the certificate file to PKCS#12 format, Open the command line and execute the following code. One key to successful conversion to PKCS#12 format is matching the file name. So, your certificate file name and the one you use in a command need to match. openssl pkcs7 -print_certs -in mycertificate.p7b -out mycertificate.cer openssl pkcs12 -export -in mycertificate.cer -inkey privateKey.key -out mycertificate.pfx -mycertfile CACert.cer Now that you have PKCS#12-format file ready, it is time to install it. Step-4 Installing the email signing certificate file in Outlook The process of installing your Sectigo PAC Enterprise (SMIME) begins by login into your Outlook account. Now search for the options menu by clicking on the sidebar. Click on the “Trust Center” option in the settings menu. Now click on the trust center settings options, and a new window will open. Select the default settings option and provide details in the new wizard Here, set the default setting for your email signing certificate to S/MIME. Now it is time to select the Sectigo PAC Enterprise (SMIME) certificate in the “signing certificate” option. Once you click on the browse option to choose the signing certificate following pop-up window will appear on the screen. Once you click on “OK,” your email signing certificate will be installed in the Outlook account. Next, you can start signing your emails for higher security. Step-5 Signing your emails When composing your emails, go to the “options” menu and choose “more options.” A new window will pop up with different fields. Now check for “change security settings for this message” and choose the button below with the text, “Security Settings.” A new wizard will open where you need to tick the box specifying whether you want to encrypt the message and its attachments or not. Next, tick on the option of adding a digital signature to your email. Now add the installed certificate by clicking on the option “change setting.” Click on
CV Product Search
With CV Product Search, your sales rep can easily search and add multiple products to the opportunity. This app is designed natively on a Salesforce platform and compatible with standard opportunity and product objects. The lightning interface gives you limited field options to search products and add to the opportunity, but with CV Product Search, there is no limitation on the field you search for your product. You can refine your search result by using multiple field filters in a single search keeping all the other standard Salesforce functionality. Visit the link to learn more about the https://www.cvapp.store/product/cv-product-search/ Installing “CV Product Search” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition). We recommend installing the app in the sandbox first and then install in production if everything looks fine. Most customers should select the middle option, “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step. Click the Checkbox as shown to Acknowledge your installation. Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes. Now CV Product is Installed in your System. You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view. Configuration Steps Add CV Add Multiple Product button on page layout From Setup, Click on Object Manager Search opportunity in quick find search Click on Opportunity, Click on Page Layouts and Click on the opportunity layout where you want to add the button to add the products. Scroll down for the Product Related list and click on the gear icon to open the Products Related list properties. Click on + icon in the Button header. Select CV Add Multiple Products from the Available Buttons and Click on Add to move the button to Selected Buttons. Click OK Note: You can uncheck Add Products standard button as well to avoid any confusion with the inbuilt search. Click Save. Customize Columns on the Product Search Page As an admin, you can easily customize which columns to display on the product search page using the following steps. Customize Columns on the Opportunity Line Item Page As an admin, you can easily customize which columns to display on the Opportunity Line Item edit page using the following steps. Are you looking for a reputed Salesforce partner for the successful implementation and maintenance process? Please feel free to schedule a consultation call with CloudVandana, a reputed Salesforce partner in India, and hire the best Salesforce Staff Augmentation services for your organization. Call Now. Request a Free Consultation YOU MIGHT ALSO LIKE
Opportunity Clone with Products
Opportunity Clone With Products is an innovative App by CloudVandana, through which users can easily clone Opportunity with its related Products in the Lightning Experience. It is easy to configure and clone the records at the click of a button. It saves time and increases the productivity of the Sales Representatives. Opportunity Clone With Products Highlights: One-Click solution to Clone Opportunity with Products. Add the “Clone Opportunity with Products” button to your Opportunity Layout to use the app. You can also specify ‘Prefix’ and ‘Suffix’ values to your clone Opportunity name. Natively designed on Salesforce 5-star rating on AppExchange Visit the link to learn more about the Opportunity Clone With Products.https://www.cvapp.store/product/cv-opportunity-clone-with-products/ Installing “CV Opportunity Clone with Products” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition). Please enter the login details of your salesforce administrator if you are presented with the login screen. Once you are presented with the installation screen, you must select which of your users should be granted access to the app, including all its components. Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes. Now CV Opportunity Clone with Products is Installed in your System. You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view Configuration Steps Enable My Domain – Pre-Requisite My Domain is a Salesforce feature that lets you highlight your brand, makes your org more secure, and allows you to take advantage of some new features of Salesforce like Lightning Pages, the Lightning App Builder, and, what we are interested in most, Lightning Components. The easiest way to see if you have My Domains enabled is to log into Salesforce and look at the address bar. If you see something like https://yourcompany.my.salesforce.com, then you are all set and can skip to the next step. However, if you see something like https://ap17.salesforce.com, you do not currently have My Domain enabled and need to take a few extra steps first. For more details, watch a demo of My Domain Adding the “Clone Opportunity with Products” Button to the Page Layout Opportunity With Products Button can copy records on Opportunity, but first, you have to put the “Clone Opportunity With Products” button on the Opportunity page layout(s). To add the “Clone Opportunity with Products” button in Lightning Experience Edit the page layout you want to add to the “Clone Opportunity With Products” button. Check the Salesforce Mobile and Lightning Experience Actions section. If it already shows a list of buttons, then continue to step 4. If it contains a block of text with a link to override the predefined actions, convert it to a list of buttons by clicking that link: It should now look something like this: Select Mobile & Lightning Actions from the sidebar at the screen’s top and drag the “Clone Opportunity with Products” button to the Mobile and Lightning Experience Actions Section, and Click Save. Are you looking for a reputed Salesforce partner for all your Salesforce needs? Please feel free to schedule a consultation call with the experts of CloudVandana and get the best solution for your organization. Visit CV App Store for more solutions. Request a Free Consultation YOU MIGHT ALSO LIKE
CV Easy Lead and Contact Data Management
CV Easy Lead and Contact Data Management is a solution by CloudVandana that can manage multiple Phone Numbers, Emails, and other details for leads and contacts. You can specify the type of each Phone and Email and select the relevant ones as Primary phone numbers or Primary Emails. No restriction if your prospect shares multiple emails or phone numbers to contact. You can easily manage using this app. With CV Easy Lead & Contact Data Management application, sales reps, support agents, and any Salesforce user can easily organize personal information like phone and email to the related lead and contact. CV Easy Lead and Contact Data Management Highlights Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation takes a long time to complete. In this case, you will receive an email once the installation finishes. Now CV Easy Lead & Contact Data Management is Installed in your System. Configuration Steps:- Add a Phone/Email related list to your Lead and Contact page layout. 1.1 From Setup (Gear Icon), select Object Manager and the Contact object to add the Phones/Email related list. 1.2 Click Page Layouts. 1.3 Click the page layout you want to customize. 1.4 In the list of available items in the left pane, click Related Lists. 1.5 Drag Phones and Email to the Related Lists section. 1.6 Go to the Wrench icon on Phones related list and Add the columns as shown below from Available Fields to Selected Fields. 1.7 Click OK and Repeat the same steps for the Email Related List. 1.8 Click on Save. 1.9 Repeat steps 1.1 to 1.8 for the Lead object. 2.1 From Setup (Gear Icon), select Object Manager and select the Lead object. 2.2 Click on Fields & Relationships and Select Map Lead Fields 2.3 Select Contact Tab and Match Lead Id field from Lead Fields with Lead Id from Contact Fields. 2.4 Click Save Create New Lead/Contact Records. 1.1 Click on the New button on the Lead object to create a new lead record. 1.2 Fill in the phone/email and other details and click on Save. 1.3 Phones and Email records with Primary as checked will be created automatically as shown. 1.4 Click on the drop-down arrow next to the phone or email record and click on Edit. 1.5 You can modify the Phone record on this page. 1.6 Click to Save. 1.7 Click on the drop-down next to the related list and click on the New button to create a New Phones record as shown. 1.8 Add Phone, Select Type, and Mark Primary if you need to update this Phone to the parent Lead Record. 1.9 Click Save. 1.10 You can perform similar actions for Contact records to edit existing Phone or Email records. Also, you can add new records directly from the related list, as shown. 1.11 Once you mark any Email or Phone as primary, it will automatically update its parent Lead/Contact record. Convert Lead to Contact 2.1 Open any existing Open Lead Record or create a new one using the steps given above. 2.2 Click on the Convert button. 2.3 Add necessary details to Create New Contact, Account or use an existing one. 2.4 Click on Convert Button. 2.5 Lead will get converted into Contact. Click on the newly created Contact from the next screen. 2.6 All the Phones/Email records will automatically be captured on the contact record to manage your contact easily. 2.7 New Phone/Email record can be created using the steps given above Points To Remember Sounds good? You can also avail the benefits of this essential application to your organization. Please schedule a free consultation call with CloudVandana, a reputed Salesforce partner in India, and leave the whole Salesforce responsibility, from Salesforce implementation to deployment, to us. Call us now. Request a Free Consultation YOU MIGHT ALSO LIKE
An Introduction On CV Twitter Feed
CV Twitter feed is an effective app introduced by CloudVandana. Wonder what your Accounts, prospects, and contacts are tweeting about? Do you want to keep yourself updated about the Tweets of your contacts, prospects, or accounts you are dealing with? Do you find it tedious to open Twitter in a separate Tab and search for each profile? CV App Store is here to solve all your questions with the new CV Twitter Feed app. It is easy to configure and designed natively on Salesforce. You can get Twitter feeds of your Contacts, Leads, and Accounts on the Salesforce page without switching tabs, and you don’t need to go anywhere for that. Just enter the Twitter handle on the page, and you are good to go. Sounds easy, isn’t it? To know more about the app, visit the link.https://www.cvapp.store/product/cv-twitter-feed/ So let’s dive into CV Twitter Feed Setup- We recommend installing the app in the sandbox first and then install in production if everything looks fine. Please enter the login details of your Salesforce Administrator User if you are presented with the login screen. Once you are presented with the installation screen, you must select which of your users should be granted access to the CV Twitter Feed app, including all its components. Most customers should select the middle option “Install for All Users”, which will ensure that all users have the proper permissions should they be assigned a license in the next step. Click the Checkbox as shown to Acknowledge your installation. Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes. Now CV Twitter Feed is Installed in your System. You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view. Configuration Steps For more details, watch a demo of My Domain or review the My Domain module on Trailhead. Edit layout to add Twitter Handle Field From setup, Click on Object Manager. Enter Contact in Quick find search and Click on Contact. Click on Contact Page Layouts from the left panel and click on Contact layout to Edit. Drag Twitter handle field from the Fields section on the Top and drop to the page layout as desired. Click Save. Please follow these steps(1-5) again to add the Twitter Handle field on your Accounts and Leads page layout. Add CV Twitter Feed Interface to Record Page You can add a twitter feed component on the Account,Contact and Lead record pages. Twitter Handle field must have a valid public twitter profile handle in order to get the feed in the component. From the Contact record detail page, click the gear icon at the top right corner, select Edit Page to open the Lightning App Builder. Enter twitter feed on the search component from the left. Drag and Drop the Twitter feed component on your page layout at the desired section. Click Save, and then click Activate to Activate the record page. You have a few options for activating a record page. Make the page the org default for the object. Make the page the default object record page for specific Lightning apps. Assign the page to a combination of Lightning apps, record types, and profiles. Assign the page to a form factor, such as a desktop or phone. On the activation screen, click the tab for the option you have chosen, and follow the steps to activate the page. Once you have set up the twitter feed component and twitter handle field on your Contact, Lead and Account record page then you are ready to use this app. Open any contact record and edit to enter the twitter handle field Enter twitter handle of your contact with or without “@” prefix e.g. It could be @benioff , salesforce , @atulgupta31 etc. OR You can update the twitter handle anytime in case you feel you have the wrong twitter handle of your contact and want to update. In case the application did not find any twitter handle it will show “No Twitter Feed found” OR “Please Enter a valid Twitter Handle !” message. Note : This app will work only for Public profile. You cannot access the twitter feed of any private profile. We appreciate the privacy of an individual. Are you looking for a reputed Salesforce partner to take care of your Salesforce projects? Please feel free to schedule a call with CloudVandana and avail Salesforce Staff Augmentation service to stay one step ahead of your competitors. Call us now. Request a Free Consultation YOU MIGHT ALSO LIKE
How to Create and Manage Permission Sets in Salesforce
As we know that permission sets in Salesforce are collections of permissions and settings that give access to the users to have additional access, which they have already got from their profile. There is also an option for multiple permissions as we can apply multiple permissions sets to multiple users, but only one profile can have one user. As you can see, there are some standard and custom permissions sets in Salesforce. In your org, there are already standard permissions sets, and custom permissions sets are created by the administrator or any user according to permissions available in your org editions. How to Create Permission Sets In Salesforce Step 1: Go to the setup, and in the quick find box, search permission sets. You can see there are some standard permission sets present in your org. Step 2: Now Click on the “New” Button present just above the standard permission sets list. Step 3: Then Fill in the following information This means that here you choose the “Salesforce Platform” License, so you can assign this permission set to only those users who have the “Salesforce Platform” License. Step 4: Then click on the ‘Save’ Button. Hence your permission set is now created, and you can manage permissions on this permission set and will assign this permission set to the user. Managing Permissions on Permission Set Lets Assign Permission Sets to the User Cheers! Your permission set is assigned to the user. Are you looking for a customized Salesforce solution for your organization to stay one step ahead of your competitors? Please schedule a call with CloudVandana, a reputed Salesforce partner from India, and take Salesforce Staff Augmentation service for end-to-end Salesforce support. Call us now. Request a Free Consultation YOU MIGHT ALSO LIKE
CV TimeLogger- A Product That Tracks The Time Spent By The Team
CV TimeLogger is a very useful innovation of CloudVandana Solutions. CV TimeLogger helps to track the time spent by the team on their tasks and if the tasks are completed or not. It’s an Enterprise-Grade application designed to help the user(Manager, Supervisor, Company Owner) to manage tasks and the time spent by your team/employees on each task. Visit the link to more about Cv TimeLogger https://www.cvapp.store/product/cv-time-logger/ CV Timelogger Installation Steps: We recommend installing the app in the sandbox first and then install in production if everything looks fine. Please enter the login details of your salesforce administrator if you are presented with the login screen. Once you are presented with the installation screen, you must select which users should be granted access to the CV TimeLogger app, including all its components. Most customers should select the middle option “Install for All Users,” ensuring that all users have the proper permissions should they be assigned a license in the next step. Click the Checkbox as shown to Acknowledge your installation. Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes. Now CV TimeLogger is Installed in your System. You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view. Configuration Steps Manage Licenses By default application license will be assigned to the system administrator who installed the application. You can assign the licenses to the users as per the allowed licenses depending on the subscription. Note: You can contact us at “support@cvapp.store” in case you see any discrepancy From Setup, Search Installed Package and Click “Installed Packages” Click on the Manage Licenses link for CV TimeLogger. On Next Screen, Click on Add Users, or if you need to remove any existing user, then click on Remove Action. Select the users for whom you want to give access to the app from the list of Available Users Click on the Add button. On the Next screen, you will see the list of users who can access this App. Add CV TimeLogger Interface to Lightning Page CV TimeLogger interface can be added to any Lightning record page, the home page, or the app page. From the Home tab or any record detail page, click the gear icon at the top right corner and select Edit Page to open the Lightning App Builder. To Edit any other Page, from setup, enter App Builder in the quick find search box, then click on Lightning App Builder. Enter cvTimeLogger on the search component from the left. Drag and Drop the CVTimeLogger component on your page layout at the desired section. Click Save, and then click Activate. You have a few options for activating a record page. Make the page the org default for the object. Make the page the default object record page for specific Lightning apps. Assign the page to a combination of Lightning apps, record types, and profiles. Assign the page to a form factor, such as a desktop or phone. On the activation screen, click the tab for the chosen option and follow the steps to activate the page. Visit salesforce help to learn more about Lightning Pages. (Video Purpose) Give permission of objects to the profile From Setup, Enter Profiles in the Quick Find box, then select Profiles Enhanced profile user interface—In the Find Setting.. box, enter the object’s name and select it from the list. Click Edit, then scroll to the Object Permissions section. Original profile user interface—Click Edit, then scroll to the Standard Object Permissions, Custom Object Permissions, or External Object Permissions section. Specify the object permissions for CV Exception Records(Check Read and Create Checkbox Only), CV tasks, and CV Time Entries. Click Save. If you are unfamiliar with which access is suitable, visit Object Permission from Salesforce Help and Training. With CV TimeLogger’s easy-to-use Interface, you can view and update hours throughout the entire platform. Create CV Tasks and Assign them to your team. Create CV Task If you are a Manager, Supervisor, or need to assign a CV task to your colleague or yourself. You can use CV TimeLogger Interface to create a CV task easily and quickly. Access CV TimeLogger App by clicking on the app launcher and searching for CV TimeLogger app. Click on CV TimeLogger to open the app. You will see the Time Tracking component on the homepage to log time and create CV tasks. Tap on the icon in the Top Right corner of the interface. Enter “Assigned To” and the Necessary details. Click Save New CV Task will get highlighted on the interface of the assigned user. CV task will be available for all the Dates from the Start to the End Date of the Assigned CV task. Alternatively: You can click on the CV tasks Tab from your CV TimeLogger App. Click on the New button to create a CV task. Enter Assigned To and the necessary details. Click Save. You can use a list view to see all the CV tasks created or Assigned. Visit here from Salesforce help & Training for more information on List views. Log CV Time Entries CV Time Tracking interface quickly shows all your assigned CV tasks for any specific date with a calendar option and manual navigation. It allows you to enter your hours and view logged CV Time Entries. Access the CV TimeLogger App by clicking on the app launcher and searching for the CV TimeLogger app. Click on CVTimeLogger to open the app You will see the Time Tracking component on the homepage to log time and create CV tasks. You can Select the Date using calendar view or use prev. and the next arrow to navigate to the required date. Click on the Assigned CV task to open the
A GUIDE TO CV SUGGESTIONS BOX
CV Suggestions box is a very useful innovation by CloudVandana. The app empowers the employees of an organization to give needful suggestions related to their work and needs if they feel like it, they can share it, helping in the overall growth of the organization to achieve a peaceful & happy working environment. Collaboration is the key to success for any organization. The company grows faster if the employees are happy, and with this app, the user can give the employees opportunities to participate in decision-making at work. As a result, they feel empowered and assume more ownership of their work which in turn helps to reduce the overall workload, thereby helping everyone contribute more. This app is simple and natively designed on the Salesforce platform. Small size organizations can use this app for large enterprises. There is no industry-specific barrier to using this app. This would be helpful for companies working in any domain. To know more about this app, visit the link below.https://www.cvapp.store/product/suggestions-box/ So let’s dive into CV Suggestion Box Setup- Installing “Suggestions Box” is easy – just click Get It Now from the AppExchange and follow the prompts to install in either Production/Sandbox (Professional Edition, Enterprise Edition, Unlimited Edition, or Performance Edition). Please enter the login details of your salesforce administrator if you are presented with the login screen Once you are presented with the installation screen, you must select which users should be granted access to the app, including all its components. Once you make your selection, click the Install button. Once the installation is complete, click the Done button to return to your Salesforce org. You may see a message stating that the installation is taking a long time to complete. In this case, you will receive an email once the installation finishes. Now Suggestions Box is Installed in your System. You can verify the same in the installed packages. From Setup, Search Installed Package and Click “Installed Packages” to view. How to use CV Suggestions Box: From the App launcher, search for Suggestion and Click Suggestion Box to open the app. Once the app is open, you can click on the Suggestions Tab to view the suggestion entered by any user or add a new suggestion for your company. Click on the New button from the right to create a New Suggestion. Now Enter the details for your suggestion, like Suggestion Name, Suggestion Category, Description, etc., and click Save. Now, the concerned team or department can go to this tab to see the suggestions entered and take the necessary action as required. They can edit to add their comments in the description, change the status to capture the progress, and also enter the Implemented date if the suggestion has been implemented. Access Reports and Dashboard Suggestions Box comes with out-of-the-box Reports and a Dashboard to analyze the suggestions and help to take action more effectively. There are two pre-built reports within this app. You can access Reports Tab, Navigate to the All folder, and Click Managed package folder to access the reports. Example:- Sample Report – Suggestions: By Status It gives all the Suggestions data grouped by status and shows the Number of Days it’s open in a nice tabular format. Share Reports with other users in the organization. By default, Reports and Dashboard are accessible to Admin users, but you can share them with any user within your organization. Follow these steps to share the Reports or Dashboard. Click on the Reports Tab; from the All Folder, Navigate to Managed package folder. From the drop-down menu on the right side of the folder, click on the Share button. On the Next Screen, Search for any user and click on the share button. Now, the Name will appear on the below tab with the Access level. Now Click on Done to close the screen. Selected users can now view any report within this folder. Please follow similar steps to share the Dashboard folder. Click on the Dashboard Tab from the Suggestion Box app, and From the All folder, navigate to managed package dashboard folder. In this folder, you can click on Suggestions Dashboard to view the dashboard. Are you looking for such a solution or looking for experienced and skilled remote developers to enhance your organization? Please schedule a call with CloudVandana, a reputed Staff Augmentation firm in India, and hire the best team of remote developers based on your size and requirements. Call us now. Request a Free Consultation YOU MIGHT ALSO LIKE
