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Get Ready for the Salesforce Service Cloud Summer 2021 Update

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Are you an existing Force.com customer? If so, it will please you to know that the next big update for Salesforce is due this June. You can expect the Service Cloud Summer 2021 Update to be a large release, with a huge overhaul of its features.  The company has been pushing this update for some time. Salesforce expects the new update to bring customer services and support to the next level. This update comes packed with additional features that will not only make your job but your clients’ jobs much easier as well. Let me break it down for you. Table of Contents Service Cloud This is a big update to Salesforce and offers a way of how you can get building things in your organization. This update also provides an infrastructure for your app development, build additional features, and even integrate with backend systems. It helps speed up app delivery with the flexibility to consult on the application development stack.  The Service Cloud can offer all this as well as help you with your inbound and outbound marketing, CRM integration and so much more. Here is a list of some integral updates in the Summer 2021 update: You can run a better contact centre with extra tools from the Salesforce Summer ‘21 update. You can use Workforce Engagement tools for flexible scheduling, agent ownership, and empowerment tools to grow your employee’s career with this new update. Your customers are also happy as the agents have the right tools to resolve issues faster. * Use Intelligent Forecasting to Predict Your Workload Using Historical Data One of the major changes with Workforce Engagement is the inclusion of machine learning and intuitive report generators. This solves the problem of inaccurate algorithms, siloed data, or cumbersome spreadsheets when building forecasts.  You can easily aggregate your contact centre’s historical data in a Workload History and build an Intelligent Forecast from it. You can base the forecast on time, skill, region, or custom data. You can now choose your telephony systems to connect with Service Cloud Voice for better support. Start building custom solutions for your client using Voice Toolkit API and Lightning Web Components. You can even set a time for agents to wrap up calls using the After Conversation Work feature.  With this new upgrade, you can keep the conversation going with users who restrict cookies. One can even send multimedia messages on channels using toll-free numbers. Here are the two major sections that will see drastic changes with the new update: With the new Summer ‘21 update, you can leverage the full power of Service Cloud Voice by integrating it with the telephony provider of your choice. You can even use Amazon connect with your Voice contact centre.  This means the Voice pages have new names in Setup to make it clearer. You can even implement After Conversation Work (ACW) (beta) to wrap up calls faster. One can even track agents’ ACW time using Omni-Channel Supervisor and reports.  There are other additional features like desk phone support (pilot), managed package support for the Voice Toolkit API, and insights into keywords spoken by customers during a call. Following are the two major features that will be part of the Salesforce Voice service: a) Connect Partner Telephony With Service Cloud You can now connect your existing telephony service with Service Cloud Voice. This can create a better agent experience so that they can deliver faster and more personalized services for their customers. This way they can also resolve calls faster and reduce post-call handle time. Salesforce process automation also starts workflow and offers great recommendations for enhanced case resolution. b) Integrate Voice With Amazon Contact Centre You can create an Amazon Connect contact centre for the client by integrating Service Cloud Voice with Partner Telephony. This will offer your agents a chance to offer a seamless experience to the customer.   Transfer cases efficiently to get the customers the better support that they need. a) Pass On The Conversation If you know that there is someone on the floor that can handle the call better, the new Salesforce update offers you a chance to pass on the call. You can search for an agent or flow and transfer your conversation with just a few clicks. You can now route work to the most qualified agents efficiently using Omni-Channel Flow (beta). You can even set the Status-based and tab-based capacity limits to 100. Here is the list of extra features with the new update: You can now manage complex routing processes from a central location to create flexible, productive, and efficient service experiences. You can use the power of Omni-Channel Flow to define your routing rules and other business processes. Easily integrate features in your solution to route work to the best agent dynamically for each customer. You can improve planning and performance flexibility with new capacity limits. You can set the new status-based capacity limit to a maximum of 100 simultaneous work items per agent. This improves long-term planning for high-volume support teams.  Set a time limit for an agent to wrap up their conversation with a customer using After Conversation Work (ACW). It can be useful for agents to recognize the time to complete notes, update a case, or send follow-up emails. Supervisors can use Omni-Channel Supervisor and reports to track an agent’s ACW time.  The new Summer ‘21 update allows you to send longer emails, use Bulk macros, and more. You can even create a custom help centre to let customers find solutions to common problems. You can also help streamline agent workflows with many pre-built enhancements. Here is a list of all the fresh features added to Salesforce Case Management: You can now use bulk macros to create email templates using Classic and Lightning Experience. There are even some more complex macros to handle repetitive tasks automatically. The templates that you create can now have letterhead, inline images, and merge fields to craft that perfect email body and subject.  With the

How to build your career in Salesforce?
Guest articles

An Introduction to Building a Career in Salesforce in India

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India is producing a massive number of professional graduates per year. Every year around 6 lakh students pass out from Indian colleges with a B.Tech or MBA degree in hand. It is a fact that with an aspiration to join a multinational organization, less than 10% folks get campus placement. The primary reason for those who have not succeeded in their job hunt process is not their lack of capability or logical ability to solve a problem but the lack of knowledge of the outside world. Salesforce is one among the many technologies that have been there in the market for around 20 years now but very few students are aware of it when it comes to their knowledge regarding information that is outside of their college syllabus. The best thing about Salesforce is that it has an equal amount of opportunity for all the career tracks. If you are a graduate who is pursuing their bachelor of arts, commerce, MBA or any other technical degree, you all have an equal opportunity to become a part of the Salesforce ecosystem. All you need to do is get yourself well acquainted with the surroundings and decide on your career track accordingly. Let me brief you about the jobs that can help you with your area of expertise. If you are a commerce graduate, as part of your curriculum you might be learning about an organization’s growth model, sales pipeline, the challenges of getting leads or prospects and how to turn them into opportunities and loyal customers. All you need to learn about is how you can visually represent all the data into some meaningful insight with the help of Salesforce dashboards and reporting tools and then come up with a plan. 1. You can create simple and really powerful reports and dashboards for your leadership team to have all the data at one place by simply using the drag and drop functionality within Salesforce. 2. As the digital marketing space is evolving, you can be a part of a digital marketing campaign services team or even lead a team of people responsible for digital marketing campaigns. If you are from a technical background and you don’t have much expertise and idea about how an organization’s growth model works, you don’t need to worry as Salesforce requires hard core technical people to fulfill the needs of teams who are handling the operations. There are hundreds of custom solutions provided which you can suggest based on their requirement and if needed you can use your coding expertise to propose a custom solution to their need. The best thing is you don’t have to be proficient in any specific language, you can code in any language you are comfortable with. –Work on custom solutions using Apex and Visualforce. –Be a solution architect to design and implement Salesforce Instance from scratch for an organization. –Handle migration and integrations with other softwares. Lastly, it has been observed that coders don’t like to work on drag and drop functionalities and that’s where people with techno-functional capabilities come into picture. They can be considered equally powerful as coders when it comes to propose a custom/ automated solution to any problem. They just need to be aware of each and every functionality Salesforce provides and come up with real time solutions to a problem. –Help with digital marketing activities. –Become proficient in admin capabilities. –Suggest automations that can be carried out within Salesforce. Remember, Salesforce has multiple tools and you can choose which one suits you based on your interest and capabilities. Some of the SF tools are utilized widely in the following sectors: –Financial Services –Healthcare & Life Sciences –Communications –Retail –Consumer Goods –Media –Government –Manufacturing –Transportation and Hospitality –Automotive –Higher Education –Nonprofits The majorly used Salesforce tools would be Salesforce service cloud, Community cloud and Marketing cloud.

Salesforce case management software
Salesforce

Handle cases better with Salesforce case management

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Not putting in efforts to deal with unhappy customers can be disastrous to your business but not putting in the “right efforts” to deal with them can prove to be fatal. Imagine, your organization channeling the entire customer support resources, time and effort to address customer issues and ending up in an even messed-up situation. Resolving customer issues is difficult but addressing them in the right way is even more challenging. But not anymore with Salesforce case management. Salesforce, the world’s number 1 CRM, provides an effective way to manage all your customer issues. What is Case Management Software? Case management is a software application that helps businesses and nonprofits better manage their customer interactions across social media platforms, emails, contact forms, and across the digital channels. With case management software, businesses can automatically collect customer interactions and organize them into one easy place. This enables your customer service team to conveniently access and view each customer issue. The best part of this software is that it is cloud-based, meaning everything is in one place and any of the team members can log in to their accounts, view their cases, sort them by priority and send them to another person or department to resolve it. This tremendously cuts down the time and makes the job easier, ensuring that each customer query is resolved quickly. Get introduced to Salesforce Case Management Software Cases are records in Salesforce that track customer issues. With salesforce, cases are more than just tracking issues – it’s the 360-degree view of the customers. Salesforce’s case management has the following capabilities:Automatically collect, organize and categorize customer interactions, from every digital channel. — Automatically collect, organize and categorize customer interactions, from every digital channel. — Ability to filter and identify cases according to priority. — Ability to add notes to cases for later reference. — Features to communicate within teams, and assigning cases to other teams  — Customer fields to create unique labels, such as purchases or customer ID. There are several features offered by Salesforce to manage customer interactions:-  1.Omni-Channel, a Salesforce feature released as a Beta in Summer ’15, efficiently supports a wide range of platforms: calls, social media, web forms, emails, webchats, mobile app, etc. Salesforce case management easily integrates with these channels through a “channel-to-case mechanism (for example, through web-to-case or email-to-case mechanisms). This allows businesses to work with all of them within one platform – Salesforce. 2.The flow of customer complaints can be easily lost. Never miss out on a customer complaint with the automated case assignment in Salesforce Case Management. When you open a case, Salesforce Service Cloud triggers assignment rules. The case is then sent directly to the assigned person or team and is then displayed in a case queue. Case assignment increases resolution rates and speed by assigning cases to the team or person based on the following:-  Case assignment increases resolution rates and speed by assigning cases to the team or person based on the following:- –Load: distributes cases based on the total number of cases –Technical competencies required to resolve the case –Case priority –History with the customer –Region to which the case relates. 3.Some cases have to be addressed on an urgent basis than others. You must already be prioritizing cases, but is your software doing it automatically? In Salesforce service cloud, cases are prioritized automatically on the basis of a plethora of conditions and criteria. The system identifies how promptly issues need to be resolved. 4.Customers like quick responses. The time-based rules regulate time spent on resolving each case and total time to case resolution. This keeps a check on how long a case was in the “New” status. Team members are notified when they are about to cross the pre-defined time-based rules, which helps them stay within the time limits. In case a team member has failed to close a case within the time-limits, Salesforce Service Cloud triggers escalation mechanisms. This sets the case’s priority higher and reassigns the case or even escalates it to a higher authority. Meet unique challenges and complexities that you face on a day-to-day basis with Salesforce case management software. It ensures smooth functioning of the customer relations department, regardless of the degree of the problems. 

Salesforce trends 2020
Salesforce

Popular Salesforce trends to watch out for in 2020

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As a critical engagement platform, Salesforce has grown and emerged by connecting brands and employees to their customers. A lot of organizations are adopting Salesforce to manage their work better and improve operations. A Salesforce development company is the ideal approach for any brand that wishes to align itself with Salesforce. Nuclay Solutions is a good example, with its certified experts that can guide you through the process of adopting the system. There have been many predictions that are doing the rounds as to what could be in store for and through Salesforce, let us have a look at the various trends that are expected to dominate the system and the industry this year. Upgrade for all Salesforce users As per the Spring’19 release notes, Salesforce has made it known that only the more intuitive and user-friendly Salesforce 2.0 (dubbed ‘Lightning’) will receive important upgrades. This now means that users of the older and ‘classic’ rendition will be missing out on numerous modern, productivity-enhancing features. Currently, there are different exciting new features that are already and only available on Lightning. This includes Einstein, customizable dashboard, Snap-in chat, Smart Macros and calendar enhancements.It is now time for organizations to urgently migrate from Classic to Lightning. A failure to do this would mean risking to be left behind in the race for effectiveness and efficiency. It is clear that Lightning is the immediate future and the adoption of smart change management tactics is the need of the hour.  Einstein Voice A lot of us love Alexa and how it functions, well here is the Alexa of Salesforce. Einstein works by enabling users to conversationally interact with the Salesforce platform. This interaction can be done through the mobile app or smart speakers e.g. Alexa, Echo, Google Home. This brings about empowerment among users by driving operations and tasks through spoken instructions; it uses AI to suggest changes, updates and set reminders. There are numerous customer success stories from the pilot that indicate that Einstein Voice is the next big thing or adoption to drive productivity and customer success. “It would not only be more convenient but will also help in improving the quality of work”, says Ranbir Das, Nuclay’s certified Salesforce trainer. This surely can be seen as a promising addition for all techies in a Salesforce development company and business owners. Salesforce Blockchain A low code software that offers the open-source Blockchain technology from the Hyper-ledger, Salesforce Blockchain is the main asset of the lightning platform and it makes it possible for users to move, monitor and handle their own apps, networks and other workflows. It also initiates companies of partners and several third parties. A distributed set of public ledges is offered by Blockchain, and these can be shared in between all the secured partners, it enables them to organize a variety of used cases. The data that gets combined with main CRM workflows, which in turn helps in developing the latest business process and samples for sales, marketing, services and other related set of tasks. More power to CRM There has been a handful of acquisitions made by Salesforce in the year 2019 and a majority of those acquisitions has reached up to billions of dollars. Through acquisition, it is evident that Salesforce aims to bring about different technological edits into its future CRM offering. Some of these changes would include location-based intelligence software integration (MapAnything), synchronizing enterprise data in the cloud (Griddable) and improving field service offering in Salesforce Service Cloud (ClickSoftware), among others. Salesforce,this year, is highly likely to expand its CRM solutions targeted specifically to meet the requirements of specific industry verticals. In order to support this, Consumer Goods Cloud and Manufacturing Cloud has been introduced by Salesforce, respectively for the retail and manufacturing industries. Customer satisfaction Surely, data analysis, data and system integration and AI are all striking trends. But the ultimate goal is to improve customer satisfaction and experience. This factor is currently put at the centre of the ‘Goliath’ CRM’s strategy. Even the State of Sales report 2018 mentions that for Salesforce, customer satisfaction is highly expected and anticipated to become the #1 sales metric. It is also highly important for entities like Salesforce to prioritize the mobility needs of sellers that are not being fulfilled. The introduction of better mobile networks is now making it all the more necessary to improve the security, speed, and reliability of consumer-grade mobile experiences and enterprise. With an attempt to break technical barriers between sellers and selling, Salesforce has now introduced mobile SDK which enlarges its mobile capabilities beyond just field service agents. The above points can help business owners and IT team of a Salesforce development company to see the disruptive technologies that can help an organization achieve the maximum ROI. Be sure that you invest in the analytics-driven and personalized digital adoption platform to grow your business. 

Getting certified - Salesforce Administrator Certification
Salesforce

Getting certified – Salesforce Administrator Certification

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If you think all you need is a computer and an internet connection to bag the Salesforce Administrator certificate, one of the most coveted certificates offered by Salesforce, then you are probably wrong. You require much more. And when we say much more, we mean that you need to really divulge into the grassroots of Salesforce concepts and may even require a full-fledged training. This is true for any Salesforce certification, may it be Administrator certification or Salesforce Platform Developer I certification. If you are willing to earn the certificate then you must possess the knowledge of customizing Salesforce, regularly configuring the platform, managing the users, and even have a knack to look for ways to get more out of the existing features and capabilities. Let’s look at the job responsibilities of the administrator and whether you should go for an Administrator Certification. Here is what you have to do all day! So what are the responsibilities of Salesforce administrators? Here we have listed it down for you. Unlocking accounts, resetting passwords and deactivating user accounts whenever necessary Dealing with SSO, two-factor authentication, and certificate problems. Adding new white-listed IP addresses Troubleshoot email campaigns, approval cycles, workflows, or auto-responders that results in excessive bounced mails. Run data deduplication tools, adoption dashboards, data-quality dashboards To make sure there are no unexpected entries by examining time-based workflow and scheduled APEX queues Examine SFDC error and debug logs To spot user lockouts, excessive login errors by examining the login history table Import leads and contacts. Quickly updating price lists of products, particularly necessary if a company does a lot of promotions and limited-time offers. Run Eclipse and Visual Studio to take a full system snapshot of your production system metadata. Now if that is what your interest lies in, try answering the following 3 questions to help you decide if you are ready to take up the Salesforce certification exam. Are you dedicated enough to put in the hard work? The certifications are definitely not a cakewalk. But these are definitely achievable for someone who is willing to put in the level of dedication and hard work needed. You are surely not short of resources. There are countless resources out there, both free and paid, all to help you to take you to the next level. In addition to these resources, there are in-house learning platforms of Salesforce in the form of a community where Salesforce members and users are ready to help you at the drop of a hat.  Are you willing to invest in your time and money? Today, in the IT industry, no other career is so promising as Salesforce. Ask any Salesforce professional about the career prospects and you are definitely going to get an overwhelmingly positive response. But to get far in this career you will have to invest a great deal of both time and money. The time and money you have invest depend upon the certification. The training may incur a fee. Not just the training but the Salesforce exam will cost you another $200, on average. The money you will be investing in is worth each penny. The real question is are you willing to invest in it or not? You just not have to gain knowledge but also maintain it. Are you prepared for it? Clearing the entry-level exam is not the only hurdle. There are many more to come. The Salesforce platform is ever-changing. With its Spring, Summer, Winter releases, Salesforce brings in product updations and retirements. To keep with the changes, you constantly need to keep yourself updated. Salesforce tests your knowledge for the changes and upcoming features by conducting Maintenance Exams. These exams happen 3 times a year along with each of the releases. Looking for a Salesforce certification training course? You have reached the bottom of the article. Well, it should be that you are interested in Salesforce! And if you are looking for Salesforce Administrator and PDI certification training sections, you have landed at the right place. Our course curriculum not only discuses the concepts but provides live training sessions so that you put your knowledge into action.

Salesforce Workflow, Process Builders & Trigger
Salesforce

Difference between Salesforce Workflow, Process Builders & Trigger

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What is Salesforce Workflow, Process Builders and Trigger? Workflow:- A powerful native tool of Salesforce, Workflow evaluates records as they are created and updated. It further determines whether any automated action is required. Users, otherwise, have to constantly monitor data via reports. Workflow ensures accelerated actions for your business processes since it eliminates the need for human intervention to review the information and determine if any action is needed.  Process Builder:- A powerful tool available in Salesforce, enables you to automate the business process just like Workflow. It won’t be wrong to say Process Builder is an extended and better version of Workflow as it allows businesses to automate their processes but using graphical representation. Users can achieve and do more with Process Builder than Workflow.  Trigger:- They are the apex codes that allow you to perform custom actions before or after events to record. Apex Code can be run before or after the following operations:- Insert Update Delete Merge Upsert Undelete Trigger can be of two types:- Before trigger:- Trigger used to validate or update record values before they are saved to the database. After trigger:- After trigger can be used to access field values that are set by the database (such as a record’s Id or last updated field) and to affect changes in other records, such as logging into an audit table or firing asynchronous events with a queue.  Note:- Always use bulk file trigger. Workflow and Process Builder has its limitations. Workflow and Process Builder uses declarative customization that does not require coding but requires the knowledge of Force.com. Whereas Trigger uses programmatic customization. programmatic customizations are those that require the knowledge of coding.  Difference between Workflow and Process Builder Difference between Process Builder and Trigger Looking for a Salesforce certification training course? You have reached the bottom of the article. Well, it should be that you are interested in Salesforce! And if you are looking for Salesforce Administrator and PDI certification training sections, you have landed at the right place. Our course curriculum not only discuses the concepts but provides live training sessions so that you put your knowledge into action.

salesforce platform developer one certification
Salesforce

Salesforce Platform Developer I – Getting Certified

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While attending a seminar on Customer Relationship Management (CRM) software a few years back, I stopped and thought about the rising popularity of certifications. Over the last few years, the trend has picked up in the IT industry. One that gained popularity is the certifications provided by Salesforce. Salesforce offers a huge number of certifications to choose from. One of them is the Salesforce Platform Developer I (PDI) certification. Why get PDI certification? Salesforce, the world’s number 1 CRM is being extensively used by companies to streamline and better manage their sales, marketing, and customer relations departments. The said CRM is brewing and it’s inevitable for a developer of the platform to not get certified. The Platform Developer I certification would not only sharpen your developer skillsets but would propel your career to greater opportunities. Gain a competitive edge: Set yourself apart from the herd of Salesforce developers. The certification shows that you have a demonstrated commitment to excelling in your profession. Path to continuous learning and growth: Certification is the road to expanding your knowledge and skills.  A silver bullet on your resume: In today’s competitive landscape, one needs to be in the spotlight. With a PDI certification on your resume, you stand a strong chance to get noticed by reputable salesforce recruiters. Get hired: Hiring managers usually have an eye for certifications. Candidates certified in their respective fields are likely to get shortlisted by hiring managers. Sounds important enough? Well, if yes then let’s have a look at how you can earn the certification.  Pave the way to success! The Salesforce Platform Developer I exam is what you need to get through to earn the certification. The exam layout is somewhat as given below:- Topic Weightage Logic and Process Automation 46% Testing 12% Data Modeling and Management 12% User Interface 10% Debug and Deployment Tools 10% Salesforce Fundamentals 10% One should be well versed with the core concepts of Apex, Visualforce and Lightining skills. You may refer to the PDI exam guide for prerequisites to take the exam.  To help you through your learning journey, Salesforce has knowledge-sharing platforms built. These platforms have an extensive set of study modules, all that you need to take on the certification exam and be successful. Join Trailhead and Trailblazer community:- Trailhead is a learning platform where developers and administrators can learn Salesforce features through an interactive online tutorial series.  A platform where your questions get answered, local meetups happen and where one may submit their ideas, Trailblazer community provides a great learning opportunity. One may connect with the users, product specialists, partners and employees of Salesforce over Trailblazer community Earn badges and superbadges:- Badges, as defined by Salesforce, are “little bits of digital flair”. Badges are bestowed to someone for almost every kind of activity that they perform on Salesforce stack Exchange. The next step towards getting certified is earning superbadges – a Salesforce domain-level, skill-based credential.  While badges are conferment for what you have learned, Superbadges represents your ability to apply learnings to solve complex business problems. Create your own learning playlist on Trailmixes:- Trailmixes is your personal, custom created learning series on Trailhead. Pick your favorite trails, along with modules, projects and the superbadges that you earned and create your custom Trailmixes. Get certified:- Take the exam and hit the bullseye!  Looking for a Salesforce certification training course? You have reached the bottom of the article. Well, it should be that you are interested in Salesforce! And if you are looking for Salesforce Administrator and PDI certification training sections, you have landed at the right place. Our course curriculum not only discuses the concepts but provides live training sessions so that you put your knowledge into action.

Salesforce Winter ‘20 release!
CRM

A warm welcome to Salesforce Winter ‘20 release!

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With the fourth industrial revolution, a new chapter is in writing and not least because of the changing business requirements the world’s number 1 CRM – Salesforce – continuously strives to be up in the game. The Winter ‘20 release is here and we are excited to experience an even better version of Salesforce. Let’s have a sneak peek. But before that, have a look at the retirements Salesforce has for the upcoming release.  Bidding adieu to a few features! Salesforce terminates its features and provides upgrades during its winter and summer release annually to, undoubtedly, make the platform more robust and scalable. WIth winter ‘20, you will see the following vanish from the Salesforce arsenal.  Einstein Analytics’ classic dashboard will no longer be accessible from November 2019 onwards. The existing classic designer will be replaced with dashboard designer, a more powerful and flexible run-time platform.  SalesforceIQ CRM, an incredible team and product that was set up with the acquisition of RelateIQ in July 2014 will no longer be accessible to its users from March 13, 2020.    move to a Sales Cloud edition which is in similar lines to the current SalesforceIQ CRM.   Agent Console will be retiring in February 2020. It occurred to Salesforce to put an end to  Agent Console since they haven’t significantly enhanced it since spring ‘11 and was not made available to new customers since Spring ‘15 release. The users are advised to transition to an improved and more user-friendly Lightning Console.  Desk.com is off the radar for new users completely since March 13, 2018. March 13, 2020, will be the final end of life date for Desk.com. Instead, Salesforce has built Service Cloud Lightning which will have the simplicity of an app like Desk.com along with the power of the Salesforce platform. What’s new! These farewells have paved the way for finer and upgraded features to be infused into Salesforce. Let’s have a look at what they have in the suit this time.  Taking a look at the general changes, the users may now access the recycle bin and view, restore or permanently delete records directly in lightning experience. Now create custom list views as the update allows users to filter results on the basis of owner, object, deleted date, and deleted by criteria.  Now view, access, restore or permanently delete records directly in lightning experience A new merge field “Sender.Signature” has been introduced in the Winter ‘20 release. Users may now insert their signature in the “Email Settings” Signature field, and admins can directly include {{{Sender.Signature}}} merge field into the email templates.  You may now auto send surveys for cases and marketing campaigns, which previously had to be done manually. Survey invitation criteria type can be defined in Process Builder and you can now auto-send surveys invitations to leads, contact, and users. With the winter ‘20 release, Salesforce has introduced sample surveys. Users may count on sample surveys to test out survey functionalities and tweak their surveys accordingly. In the sales cloud, there is something new with accounts and opportunities. Now you have the liberty to customize your account teams with things like customized page layouts, custom fields trigger and workflows. Speaking of opportunity management, you can now be able to manually sort products on your opportunities.  With these bunch of amends and new features, leverage the power of Salesforce in an even better way. Looking for a Salesforce certification training course? You have reached the bottom of the article. Well, it should be that you are interested in Salesforce! And if you are looking for Salesforce Administrator and PDI certification training sections, you have landed at the right place. Our course curriculum not only discuses the concepts but provides live training sessions so that you put your knowledge into action.

Salesforce for nonprofit fundraising?
CRM

Why consider Salesforce for nonprofit fundraising?

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It is not just businesses but also nonprofits who are grappling to manage a huge amount of data. For nonprofits and charities, these data are related to funds, finance and donors; campaign execution; and overall operations. If that wasn’t enough, small nonprofits have to compete with charity and fundraising organizations that have a much larger budget.  In this ever-growing technical age, large nonprofits have the leverage to procure expensive tools and software. This leaves small and medium-sized nonprofits with no other option other than to opt for software that can better manage operations and campaigns.  Switch to a CRM Do away with your traditional method and switch to CRM (Customer Relationship Management) software for better handling of funds, reports, marketing, and events. But nonprofits – with a limited budget- cannot afford to purchase a full-fledged CRM. That assumption is waning as Salesforce stepped in and introduced scalable solutions for nonprofits at a very little cost. The attribute of salesforce to help empower multinational NGOs, foundations and social welfare organizations without taking a toll on their budget, makes it the best CRM for nonprofits.  Salesforce reckons that technology has the capability to change the world when used for good. They do so by empowering nonprofits through solutions that provide insights through cloud computing technologies and thus help optimize fundraising.  Transforming nonprofit domain with Salesforce Nonprofit Success Pack The Nonprofit Success Pack (NPSP) is tailor-made for nonprofits and charities to manage campaigns, donations, donors and, volunteers more efficiently. NPSP is specifically designed for the needs of nonprofits such as managing households, leads, reports and more You may extend the capabilities of NPSP through salesforce integrations with the umpteen number of apps that are available on the Salesforce AppExchange.  The “Power of Us” Program You must be familiar with various donations. Technology donations shall be something new for you.  Salesforce, with a mission of empowering nonprofits, provides its technology in the form of 10 Enterprise Edition CRM Lightning subscriptions at no cost at all. Salesforce loves to call this the “Power of Us” program.  Along with the 10 free subscriptions, under the Power of Us program, nonprofits also receive deep discounts on additional subscriptions, products, services, training, and events. This is otherwise a $20,000 per year program that nonprofits get for free. The NPSP and Power of Us program are some of the continuing efforts by salesforce to build a better future with technology. These programs by Salesforce are loaded with dozens of features that can be tailored to meet nonprofit needs. Leverage this opportunity and boost your fundraising.

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