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UPDATES FROM THE SPRING ’15 RELEASE 

Salesforce has recently released the Spring ‘15 release notes which detail many new features and improvements across the Sales Cloud, Service Cloud, Marketing Cloud, Community Cloud – and the all new Analytics Cloud!

Why not take the next few minutes to read through our February blog – and find out how a few key features could be making your Salesforce life easier.

Process Automation using the Process Builder

In the past we had to use workflow rules to automate business processes, i.e. assigning a new task to a user or record owner when a record is updated to meet certain criteria.

Now with the powerful and flexible workflow tool Process Builder, complex business processes can be configured on the Force.com Platform.

What does this mean for you?

Custom code will no longer be required for complex business processes – giving you full control over updates/changes to business processes without the need for additional coding.

In addition to workflow rules, the Process Builder can;

  • Create a record
  • Update any record (not just the record or its parent)
  • Trigger a flow
  • Post to Chatter
  • Submit a record for approval
  • Call Apex

The image below shows a simple workflow configured via the Process Builder; when an Opportunity stage is updated to “Closed Won”, it posts a Chatter message to a specific user with a congratulatory message.

Import Accounts and Contacts with Ease

As a User of Salesforce, you can now import your Accounts and Contacts from multiple data sources using the “Import My Accounts & Contacts wizard”.

What’s great about this is that the data sources include LinkedIn, Gmail, Outlook, MailChimp and QuickBooks – and most of us use at least one.

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The only limitation to the Import My Accounts & Contacts wizard is that it does not work across multiple users, so you need to import your records individually.

Duplicate Alerts & Blocking – no more Dupe hunting!

Do you have a problem with duplicate prevention? Clean accurate data is a key benefit when using Salesforce – but sometimes the free tools available just don’t measure up to requirements, and paying for a 3rd party application is low on the priorities list.

With the Data.com Duplicate Management tool, you can now easily identify, alert and block, as well as report on duplicates within Salesforce – and you don’t need a Data.com license.

This is simple yet an extremely effective feature now included for customers with Sales and Service Cloud Professional Edition and above.

Connect to Content in OneDrive for Business

Salesforce Files Connect now provides organisations with a universal file-sharing solution – so you can browse, search and share files from a single user interface.

OneDrive for Business is also one of the first CRM sharing platforms to integrate external content.

Once authentication is provided, users can download and share external files via the Files tab and feed, and search for them right alongside their Salesforce content – all from one user interface.

Reduce the number of tabs and windows you have to switch between, and view everything quickly and effectively with OneDrive.

Standard Address Fields Show Google Maps

By default after your Spring ’15 release date, Google Map images will now be displayed under all standard Salesforce address fields (i.e. Billing Address on an Account). This displays the location on a map within the record detail page.

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If the Map needs to be viewed fullsize within Google Maps, this can be achieved by simply clicking on the Map within the record detail page. Great time-saver!

If your business does not require this functionality or if you feel it takes up too much room on the page layout, this feature can be disabled by un-checking “Enable Maps and Location Services” in Setup; Customize > Maps and Location > Settings.

The Analytics Cloud

Here at Westbrook we are all excited about The Analytics Cloud. The Analytics Cloud provides Organisations with a business intelligence tool to analyse data across their CRM, ERP and Excel apps.

We will be discussing this further in our next blog – but if you haven’t heard about the cloud there is a short video below.

 

 

For more detail on the Spring ‘15 release, please take a look at the Release Notes or feel free to leave a comment.  Stay tuned for our next blog on the all new Analytics Cloud.

 

emma

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