NEW SALESFORCE FLOW ORCHESTRATOR AND ITS BENEFITS
Salesforce Flow Orchestrator is a new functionality of Salesforce that allows Admins to string a number of flows and business processes together across multiple people. Flow Orchestrator has been built with the existing Flows in mind and allows the user to use them in any new Orchestration. It is a tool by Salesforce that allows the users to orchestrate multi-user, multi-step, and multi-stage Flows. This workflow development tool allows the user to create workflows that then automate a variety of complex processes and approvals into effective, industry-relevant experiences for your users. For creating a new Flow Orchestration, users need to head over to the All+Templates section of the New Flow page. Over there users can see a Flow Orchestrator section with an Auto-launched Orchestration and Record-Triggered Orchestration. Presently, these two ways are there to launch a Flow Orchestration. Users can find Flow Orchestrator within the setup menu rather than clicking on the Flows, users will see another menu called Flow Orchestrator. Though this is available in limited editions of Salesforce. How To Use Flow Orchestrator Creating a new Flow Orchestrator is an easy process by selecting the templates in the menus above. If the users want to add other functionalities to it, then they need to learn a few Stages and Steps. A stage is one or more Steps, grouped together and executed sequentially. A step defines the flow or flows that the user would like to run, who is assigned to the step, notifications, and where the flow should appear. Benefits Of Salesforce Flow Orchestrator After discussing the overview of Salesforce Flow Orchestrator, we will now discuss the benefits of Salesforce Flow Orchestrator. Flow Orchestrator builds and automates common workflows, unifies multiple sources of data, provides guidance through AI-driven recommendations, and spots bottleneck quickly. CloudVandana is providing five top benefits of implementing Einstein Automate’s Flow Orchestrator. 1. Increase Productivity Salesforce Flow Orchestrator provides the technology to automate complex, multi-user processes and approvals to save time on projects. So employees can get more time on other projects. As a result, it enhances the business. 2. Easy Automation Flow orchestrator makes it easy for Salesforce users to automate anything if that is internal workflows for employees, external workflows for customers, or anything in between. 3. No Requirement Of Custom Code Flow Orchestrator offers a centralized workflow to eliminate the need for users to jump between systems by unifying data and processes into a single Flow. This low code solution removes the hurdle to entry for this type of workflow, in which custom codes were required previously. 4. Easily Integrate Data The key to any successful automation is data. So it is important to integrate the necessary data into the workflows that users might want to automate. The main component of Flow Orchestrator is bringing data into Salesforce so that Einstein Automate offers the opportunity to take workflows to the next level. 5. Increase Visibility Flow Orchestrator makes it possible to help the team to be proactive in solving problems. It offers monitoring tools to complete the process. Additionally, it provides the necessary visibility to identify issues before they become too big. Do you have any further queries regarding Salesforce Flow Automation? Please feel free to take a consultation call with CloudVandana and get all the solutions for your Salesforce requirements. Request a Free Consultation YOU MIGHT ALSO LIKE
8 IMPRESSIVE FEATURES OF SALESFORCE WINTER ‘22 RELEASE
As winter approaches the door, there is excitement all around the Salesforce ecosystem. So Salesforce is again here to announce a brand new Salesforce release for us. So with the latest and greatest features, Salesforce is getting prepared. Salesforce Winter ‘22 release is making its way out and they have mentioned a few important dates to keep an eye on. So among the 550pages of Salesforce Winter ‘22 release notes, CloudVandana has come up with 8 top features of this release. So let’s have a look. In-App Guidance for specific Record Types Now users can be absolutely precise on where to show In-App Guidance prompts on a particular object’s page layout from now on. Moving forward, users can decide if they want to display the prompt on an object of all record types or any specific record type. Previously, it was observed that if the prompt is added to an object which has record types and related pages, then it used to show up on all the record pages. Now users can control that with the record-type settings while creating the In-App Guidance prompts. Einstein Search Global search in Salesforce has got smarter this time. With the Einstein search, users have intelligence built-in in the regular record search activity. It is enabled by default and absolutely free. Now einstein offers personalized search results, record previews from the search box, and natural language searches. So users can now type in Salesforce just how one talks to the smart assistance. Dynamic Gauge Charts Dashboard Gauge Charts are used to measure values against a set range. Though those ranges have been static all this while where they need to be clear while setting up the component. Dynamic gauge charts make the users free from the static values associated with goals or targets. Now users can build the gauge charts using report metrics and field values that respond dynamically to any business. Dynamic Interactions Dynamic interaction is a feature that will allow components on a lightning page to talk to each other and that too without any coding. Now anyone will be able to point and click their way through the Lightning App Builder for this experience. When an event occurs in one component on a Lightning page, can automatically update other components on the page. At first, developers create custom components with events. Then admins configure these events by setting up interactions between the components in lightning App Builder. Org-Specific Metrics The lightning framework brings along various factors that may affect the expected page-load time(ETP) for a lightning page at runtime. Now, with org-specific metrics, admins can visualize the users’ performance metrics and recommendations. The Org-specific metrics card shows analyzed data from the last 90 days of use that include the users’ browser speed, number of cores of their computers, etc. With these functionalities, admins can make informed decisions and tweak the Lightning pages for better performance. Include Images in Rich Text Component in the Lightning App Builder Now adding images in the Lightning App Builders Rich Text components becomes easy. This function gives an opportunity to increase the usability of the Rich Text Components. Users can have an image in the Rich Text component that shows ‘VIP Customer’, and ‘Handle with Care’ and have dynamic component visibility based on the Account or Contact’s field values. New Rules-Restriction Rules and Scoping rules With Restriction rules, admins can protect organizational data and boost productivity by allowing the users to see only the records relevant to their job function. These rules can be created to specify the subset of data that the specified groups of users will have access to it. With scoping Rules, the criteria that the admins select, set rules so that the users see only records that are relevant to them. With the help of scoping rules, admins have a mechanism to prevent users from accessing records that contain sensitive or irrelevant information. Pipeline Inspection Pipeline inspection now allows users to save their frequently used pipeline views. This feature saves users’ time in recreating them every time they are looking at the Pipeline inspection views. So these were the highlights of the Salesforce Winter ‘22 release. Do you have any queries for any of the above-mentioned features? Please feel free to take a consultation call from the Salesforce experts of CloudVandana. Stay tuned to us for many more interesting blogs. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE DATA MIGRATION STRATEGIES
For every business, data migration is a very important task to keep the whole work process updated and seamless. Successful Salesforce data migration is tough and challenging. But the process can be quite easy if a Salesforce professional makes a proper data migration strategy and considers other factors while migrating. Data migration requires a few specific sets of rules along with operations while transferring data from one system to another. Before starting data migration in Salesforce, the professional should keep in mind that Salesforce data migration is based on the accuracy of source data, size of the data, and format. So, creating a data migration strategy will provide a secure and streamlined solution for transition. Salesforce Data Migration Strategies Committing to shareholders While developing strategies, a company should notify the shareholders regarding data migration beforehand. This will allow one to get the backing properly. Shareholders from various departments might have in-depth knowledge and understanding of the data that will be migrated. In addition, they can provide practical ideas which would be relevant to data migration. Creating a data backup Creating a data backup is the most important subject that people should keep in mind. It will be beneficial for restoration, during an emergency. Through this strategy, one can proceed with data migration without worrying about uncertainty. All of the lost files and documents can be easily recovered as the actual data is stored in one place beforehand. Identifying Data Shareholders are familiar with the amount of data that needs to be migrated, besides, they have a clear conception regarding the data storage, configuration settings, identifying well-defined data, and many more. To ensure success through a data migration strategy, the developer should know the requirements of new fields, the value of fields, verification, etc. Preparing Data After going through the identification process, an expert needs to understand the modifications for the next step. For this, one should be equipped with data migration tasks, for future modifications. This will help to ensure an error-free migration. Selecting appropriate tools Selecting an appropriate tool is one of the aspects to initiate the process. So one requires to choose the necessary tool. If an organization needs new modifications which can be managed by incorporating the existing tool. Executing migrating testing For successful Data migration Strategies, people need to understand that there is no point in backing out after the entire data is successfully imported from the old ecosystem to the new one. Before deployment, the company should test the functionality. Allocation of workers A task should not be handled by an entire workforce. Several workers should not be engaged in a single task. A coordinator should be there to distribute the project among the involved workforce. This way, there will not be a glitch in completing the task and the task will be done more efficiently. Data Migration Before migration takes place, it is the organization’s responsibility to notify a Salesforce expert about it. Data needs to be checked repeatedly to ensure that the migration process has been done successfully. So from the above-mentioned strategies, we can say that data migration is a simple process, still, it is advisable to consult a Salesforce expert before planning. Please feel free to take a consultation call with the Salesforce experts of CloudVandana for any Salesforce assistance. Request a Free Consultation YOU MIGHT ALSO LIKE
The Impact of Salesforce Health Cloud on the Healthcare Industry
Salesforce introduced its latest addition Salesforce Health Cloud a few years ago to the cloud family. The Salesforce Health Cloud is a cloud-based software solution that is meant to manage the relationship between the patient and the healthcare industry. Users can have a complete view of the patient with integrated data from medical records and other essential information. Through this solution, organizations can connect to their patients, workers, associates, and collaborators with proper information to increase their protection and well-being. This solution is very beneficial for both small and large healthcare organizations. Data Centralization Salesforce health cloud is a cloud-based software. So it is capable to maintain a centralized data storage space on the cloud. Medical services can be monitored using analytics tools and can be optimized anytime as per the requirements of the patients. Hospitals that do medical research can be benefited from the data stored on the cloud. Patients data is easily accessible from any device anywhere. Now administrators can easily manage the whole process without any hassle. Urgency In the healthcare industry, there is always an urgency in every process. The betterment of any healthcare industry depends on how quickly the healthcare staff conduct services to the patients. Patients feel delighted when they are treated in a speedy way. The healthcare staff who are connected with the patient can access the file remotely. Salesforce Health Cloud makes it easier for urgent and immediate service delivery for healthcare industries. Developing Association Cloud-computing technology can be very beneficial for medical and healthcare professionals. This technology enables doctors to collaborate and treat a patient as a team from a distance. This allows hospitals to look for and get advantages from experts and allow them to offer services to other hospitals without being present at the location. Recent research says that the health cloud will be utilized by most healthcare industries to host patient empowerment tools. 360 Degree View Of The Patient With the help of a 360-degree view, healthcare organizations can obtain the full details of their consumer. Salesforce Health Cloud made it possible. Instead of switching to the various systems to obtain information on patients, customers can view a customized dashboard containing important information. In addition, office staff can also access the relevant information. Doctors or healthcare professionals can quickly monitor a patient’s health history with the help of a 360-degree view. Advanced Approach Salesforce Health Cloud has the potential to boost patient relationships and boost the quality of medical services provided. Salesforce health cloud requires a precise and advanced approach to set up the process properly. It is customized to meet the requirements of the hospital or clinic through the proper customization and additional features. Secure Integration Salesforce Health Cloud can be integrated with EHRs and patient portals, and this integration helps both patients and providers to access health information securely. Health Cloud is considered an important nursing care management tool as patients often reach out to nurses for any kind of requirement. To ensure security, access is enabled among specific users and controlled by the administrator. Patients are ensured that their personal health data is secured and protected. So from the above discussion, we can say that the Salesforce health cloud has revolutionized the healthcare system. It not only provides a platform for patients and healthcare providers but also stores important data to keep a space for innovation and research. Salesforce Health Cloud is at the forefront of modern and digital healthcare. Request a Free Consultation YOU MIGHT ALSO LIKE
SALESFORCE ANNOUNCES EXPANSIVE PARTNERSHIP WITH AWS
Salesforce is recognized as the world’s #CRM. AWS is Amazon Web Services. It is a subsidiary of Amazon providing on-demand cloud computing platforms and APIs to individuals, companies, and governments, on a metered pay-as-you-go basis. Salesforce and AWS are both successful cloud companies in their respective categories. For the last few years, the two companies have had an evolving partnership. Recently, they have announced a new set of integration capabilities that cross the two platforms. Salesforce Announces Partnership With AWS As per Salesforce, these two companies have worked together in the past to provide features like secure sharing between the two services, but they were hearing from customers that they are interested in taking it to the next level so this expanded partnership is the first step towards making it happen. The focus is to unify two platforms, bringing the power of Amazon services with the power of Salesforce services. This expansive partnership has a couple of new features that companies are working on both the platform and application side. In a more specific way, Salesforce is going to virtualize Amazon data inside Salesforce without complicated coding. As a result, Amazon data is virtualized and appears within Salesforce just like its native data. Similarly, Amazon developers are building applications so that Salesforce data can be accessible and have it natively on Amazon. This process can be completed through a connector without a lot of coding. The companies have also announced event-sharing capabilities, which made it easier for both Salesforce and Amazon customers microservices-based applications. These are simple drag-and-drop functions where coding is not required. The companies have also announced plans to access the platforms with a guided setup. The two cloud companies are working on applications to build tools into the service cloud and other Salesforce services using AWS machine learning technology. Amazon’s VP of Global marketing said that this way, developers can create solutions that span the two platforms. According to him, this will unlock so many opportunities for business and create a better customer experience. It is worth noting that Salesforce also has extensive partnerships with other cloud providers, including Google Cloud Platform. Have you checked out our unique connector for Salesforce and Google Drive? Visit CloudVandanacv-files/ or feel free to take a consultation call with CloudVandana experts for any Salesforce requirement. Request a Free Consultation YOU MIGHT ALSO LIKE
5 Effective Ways To Use Salesforce For Customer Retention
Salesforce is considered as the world’s #1 CRM and fits all the business needs and plans. So people across the globe have decided to adopt it. Salesforce has been able to draw visitors to the website, boost the social media presence, improve the networks and gather lots of business cards. Salesforce has helped the marketer to generate leads and converted quality leads into customers. But if customers start to leave the account after few months, something must be wrong somewhere. The reason could be that the rival company is snatching the customers or the organization has a leakage in the process, so customers are not satisfied with the offerings. The requirements and the taste of the customers are ever-changing. So companies need to upgrade their process every time to retain customers. Many companies prefer using Salesforce for closing leads, but this conversion process is very expensive. Depending on the industry, marketers need to select the right process to retain the clients. Today, in this article, CloudVandana is describing five very effective ways to use Salesforce for customer retention. 1. Data Collection Using Customer Data Integration Customer data integration strategy can improve business processes and enable better information sharing among departments. As a result, this improves customer service, CDI services are essential elements of customer relationship management. Organizations use different tools among the groups which give rise to the expanding business storehouses and diminishing proficiency issues. This process can lead to increased sales, better customer service, etc on an ongoing basis. 2. Judicious Use Of Customer Data The sales team collects a lot of leads or customer data over the span of the business. This information can be judiciously used by coordinating and integrating it into Salesforce. Marketers can send a customized and personalized offering using those pieces of information to the clients. Clients will feel special when they will get those personalized offerings. 3. Better Customer Service Customer service is the backbone of every business. Great customer service leaves the customer feeling valued and respected. If the customers are satisfied with the products or offerings, there is a high probability that they will keep a long-term relationship with the company. Salesforce Implementation Service cloud gives a coordinated client benefit stage for this purpose. 4. Recognize The Reason Of Leaving Postponed administrations and poor client boosters are the reasons for the client’s leave. Salesforce Field Service lightning has the propensity to speak with the conveyance drivers progressively which prompts the decrease in postponed conveyances. 5. Recognize And Re-Engage Customers Marketers need to re-engage Inactive subscribers in the email list to increase the open rates and engagement of those subscribers. It is a common fact that the email list degrades annually, so marketers need to look at a huge section to email to re-engage them. Though through Salesforce Enterprise Account, marketers can send 500 mass emails at a time. Marketers also can use an email marketing tool to send bulk emails. Customer Retention is a marketing strategy on which the profit or the revenue of an organization depends. Marketers should calculate the cost involved in the process of getting a new customer than maintaining the existing one. Above mentioned ways will definitely help the organizations to enhance their customer retention as well as revenue. Are you looking for a customized Salesforce solution that will help you to boost your revenue and organizational process? Visit www.cloudvandana.com and take a free consultation call with our Salesforce experts. Request a Free Consultation YOU MIGHT ALSO LIKE
The End of Salesforce DMP: What It Means for Marketers
Salesforce DMP or Salesforce market studio is a customer data marketplace platform that only other platform users can access. Salesforce DMP can also be paired with Data Studio, which gives the audience the chance to sell data and purchase look-alike audiences. Salesforce DMP helps companies provide their customers with more valuable advertising and media experience. This cloud-based platform unifies customer data from all screens and sources into a single view of the individual. This allows the users to analyze the customer preferences, and then activate the data across any delivery channel. But due to some limitations in Salesforce DMP, Salesforce has announced they are sunsetting Audience Studio or DMP, which was purchased only five years ago. Salesforce DMP Limitations It was quite expected that Salesforce will shut off their DMP as some critical limitations were there in the functionality. The offerings of the DMP category seemed to be similar to CDP (Salesforce’s customer data platform). Benefits Of DMPs There are definitely many benefits of using a DMP to empower a programmatic media strategy. Even if any brand’s overall media spending is 20-30%, there may still be ROI derived from the audience management, frequency management, and suppression strategies. There are interesting use cases around third-party and second-party data enrichment to create audiences that complement first-party data sets. But there are huge usage restrictions that prevent mixed data. Use Of DMP Comes To An End From an advisor’s point of view, the DMP only serves media optimization, and that is based on third-party cookies, which is becoming obsolete. DMP products need to evolve into the new post-cookies world. But it will require a fundamental overhaul of the way DMP technology works. CDP For A Successful Transition The right CDP (Salesforce’s customer data platform ), can solve many problems that DMP is unable to perform. CDP enables marketers to capture, unify, segment, and activate all the customer data. It gives marketers a single source of truth so that they can provide a personalized experience to their customers. CDP helps brands to engage with their customers in real-time across a true omnichannel ecosystem. It works in-store, at check-in, in a loyalty program, on a website, etc. Unlike DMP, it works both online and offline together for a seamless experience. In this system, brands, and consumers can control how the data should be used. So it is more future-proof, without relying on third-party cookies. Insights and analytics in a CDP are more precise than DMP. Workflow is designed for customer exploration, dashboarding, and predictive analysis, up to the largest data sets and down to individuals. Using one platform for customer data management means numbers align across teams, plans, and reports. In the final word, CDP powers measurement based around the customer, focusing on behavior and outcomes, so that brands can have a clear view of power adaptation and innovation. Are Looking for a Salesforce Partner to enhance your business process? Feel free to take a consultation call today or visit www.cloudvandana.com for a customized Salesforce solution. Request a Free Consultation YOU MIGHT ALSO LIKE
Why Hiring Salesforce Contractors Can Benefit Your Business
What Is Salesforce? Salesforce is a cloud-based client relationship management that helps businesses to understand their requirements for improvement and, at the same time, helps them with their market sales. Salesforce is recognized world’s #1 CRM. Salesforce gives the sales team a better manner to understand their customers. There are many major benefits of hiring a Salesforce contractor or Staff Augmentation instead of hiring full-time Salesforce professionals. Most of the Salesforce teams are selecting the low-risk option of Hiring Salesforce contractors to complete their Salesforce projects successfully. CloudVandana is sharing a few major benefits of hiring a Salesforce contractor. Benefits Of Hiring A Salesforce Contractor Faster Recruitment Contractors do not require the extensive onboarding that permanent recruitment requires. As they are controlled by agencies, they can start working immediately on-site or remotely. Salesforce teams do not need to take much responsibility for them, so they can focus on the other productive works. Contractors are Salesforce experts, so they will make an impact quickly upon hire. Speed And Effectiveness Hiring a contractor for a project allows the company to scale the workforce in a cost-effective way. While companies are hiring top talent for specific projects, they can scale their business faster than hiring full-time employees. In most organizations, the workload is ever-changing. Temporary staffing is a great solution to managing ongoing and future demands on a project basis. Cost-Effectiveness Hiring full-time employees for the purpose of working on a specific project needs more time, money, and effort. Instead, companies can augment Salesforce contractors to work solely on a short-term basis. This decreases the expenses associated with monthly salary benefits and other costs that are needed for full-timers and they might not have the specific skill to complete the particular project. So hiring Salesforce contractors is a great option to hire a Salesforce professional as per the business needs. Contractors are financially low-risk and organizations need to pay for the approved hours. Additionally, companies can increase or reduce the working hours as per requirements. So, the process gives companies the option to hire for the short-term, immediate, and specific needs of the business without compromising on quality. Competitive Advantages Hiring a Salesforce contractor provides an edge over all competitive brands by adding domain-driven knowledge to the operational framework. The presence of external talent allows organizations to reach out to greater markets by showcasing the pool of talent available to them. Fresh Talent And Insights When organizations will hire contractors, they will be able to drive any strategy, project execution, and support independently. If the contractor turns out to be a great long-term fit for the organization, organizations can appoint them full-time. Through this augmented process, companies get fresh talent and insights that help any organization to enhance its growth and creation. An outsider’s perspective might be useful to a company with an ongoing project. A pair of fresh eyes can suggest improvements to projects. This objective may increase productivity and ideas in the workspace. Expand Team As Required Through the augmented service, an organization can increase or decrease the size of the team as per requirements. Salesforce contractors work on a project basis. So if the project gets completed, an organization can close the deal with the Salesforce Staff Augmentation firm and can reduce the team size, similarly, when new projects come up, organizations can immediately contact the Staff Augmentation firm without facing the recruitment hassle. Are you looking for an experienced Salesforce Contractor who can deal with all your Salesforce requirements? Feel free to contact CloudVandana today and get the full ROI of your Salesforce Investment. Request a Free Consultation YOU MIGHT ALSO LIKE
Why Salesforce CRM is the Best Choice for Enterprise Companies
CRM or Customer Relationship Management software is indulged by more than 90 percent of companies according to recent statistics. There is a vast range of options to choose from, so choosing the right CRM solution can be challenging for the companies who have planned to indulge CRM in their system. Salesforce CRM is recognized as the #1 CRM across the world in the customer success industry. Everyone related to this field knows about this recognition. But in this blog, CloudVandana, a registered Salesforce partner is giving the main differentiating factors of Salesforce that make it better than any other CRM platform so that customers can judge the points and take their own decision while selecting the right CRM solution. Features Of Salesforce 1. Customer Data Salesforce retrieves each and every customer data. That is the main advantage of Salesforce CRM. Salesforce users can look at every individual account, contact, task, event, and opportunity that is connected to a lead. This feature provides a lot of information before approaching potential customers. This feature offers a complete, holistic approach to managing every business. Shared customer information gives access to all the members of a sales team to view and access the customer data. So any team member can handle the clients if someone is occupied with other works or on leave. Salesforce is comprehensive, responsive, and convenient to use. So users do not need to manage larger files full of spreadsheets. 2. Account Planning A sales representative can access the customer information right at the fingertips, so it becomes easy to make plans for accounts independently. This is important to make a connection with clients and lets the sales representatives modify their strategy to achieve better outcomes. Additionally, users or representatives can create reminders on calendars so nothing falls through the cracks and boost sales. Organizational tools can give the users an overview of the time spent on each specific account. With the account planning options by Salesforce, managing clients becomes easier. 3. Ground-Breaking Innovation Salesforce is considered a metadata platform. Salesforce metadata’s easy accessibility allows customers to innovate and make a profit efficiently while offering an excellent user experience to the customers, partners, and collaborators. Salesforce offers three free upgrades every year with advanced and new features that can be integrated without any alteration. So if someone wants to be updated with the latest technical developments, Salesforce is the only option to look into. 4. Team Collaboration Salesforce lets the users easily communicate with the other members of the team. The ‘chatter’ feature allows talking with individuals or groups about work-related information like clients, territory, and other important details. This makes the sales process easier and helps in generates more leads. 5. Cloud Of Trust Salesforce provides reliable data security and protection on the cloud, so there is no chance of lost or stolen data, so users can perform in a trusted environment. Thus Salesforce easily stands out from other CRMs in choice. 6. Accessibility Salesforce is a cloud-based CRM, so it can be accessed from anywhere only with the help of the internet. Salesforce is very much optimized in mobile phones, so salespeople can be connected every time with the clients anytime and anywhere for any of their requirements. This feature accelerates the business process and all the data is kept safe and secured where registered users can always access it. 7. AppExchange Facility Salesforce AppExchange is the world’s largest business app marketplace, where users can find all the suitable applications for their business needs. Salesforce AppExchange is easily accessible, easy to download, and provides users with resources, options, and functionalities to extend their ability to enhance the business process. Salesforce AppExchange provides more than 3100 applications, so customers can find suitable apps that suit their needs. In addition, Salesforce AppExchange is an attraction of well-thought, new ideas that are being developed and fine-tuned at a blinding pace. There are endless benefits of Salesforce CRM. If you want to know more about Salesforce, CloudVandana, the Registered Salesforce Partner is always here to provide customized Salesforce Solutions for every business needs. Feel free to connect for any Salesforce assistance. Request a Free Consultation YOU MIGHT ALSO LIKE
5 Benefits of Salesforce Lightning for Your Business
Salesforce Lightning is considered the next generation of the CRM platform and user experience. Salesforce Lightning is a framework based on the elements in order to develop applications on the Salesforce CRM. Salesforce has equipped a broad audience, the Lightning framework can be considered as a tool to design the application without proper development knowledge. The prior version, Salesforce Classic, was invented to fulfill the same requirements. However, Salesforce released this new version of Salesforce Lightning to resolved the issues faced in the earlier version and provide a seamless experience to the users. In this blog, CloudVandana is focusing on the key benefits of Salesforce Lightning. 1. Automation With the latest features of Salesforce lightning, the sales team can automate the sales process which leads to an increased conversion rate. Converting leads into sales is a long process, the sales team needs to follow up with the prospects, create different quotes for different clients, and many more. So they become unable to concentrate fully on sales. The feature’Sales Path’ will automatically design the sales pipeline. This will help the user to access quickly and efficiently convincing the leads and winning their trust. 2. App Development Designing and developing applications was never been so easy. As the platform is component-based, users can simply integrate the components already built by the Salesforce partners and use them in the application. The process helps in building high-quality applications without investing extra time. 3. Third-Party Integration Salesforce lightning is composed of various components and is available on the Salesforce AppExchange platform, so it is capable to fulfill all the requirements. But Salesforce understands the requirements are ever-changing. So the platform allows the user to integrate third-party components effortlessly. As a result, users never face any difficulties for the business needs. 4. Einstein AI Integration Artificial intelligence Einstein has come up with all-new features in Salesforce Lightning. Einstein Opportunity Insights and Einstein Forecasting are the new upgraded features in the Lightning version. In addition, Einstein Accounts Insights is another on the list. Through these features, the users can track the customer’s behavioral journey and can personalize the offerings accordingly. 5. Privacy Privacy is a very important concern for cloud-based CRM solutions. Salesforce understands this concern. So with new updates in lightning, CRM has focused on privacy a lot. The new features reduce the possibilities of malicious activities while providing a clean interface for the users. The ‘Locker Service’ is one of the best Salesforce Lightning Business Benefits. So we can say that Salesforce Lightning is the latest invention for Salesforce org’s interface. The sleek, intuitive, and customized design will help the users to work with greater efficiency. Want to know more about Salesforce Lightning benefits? Please feel free to take a consultation call from the Salesforce Experts of CloudVandana or post your queries in the comment section. Request a Free Consultation YOU MIGHT ALSO LIKE
