Steps to Enable Event Monitoring dashboards in PROD/Sandbox

Hello!!

I am going to produce the steps to Enable Event Monitoring dashboards in Salesforce Sandbox /Production Environment….

Pre-Requisite: >> Enable Analytics >> Setup >> Analytics >> enable Analytics (This is a major step without this you won’t see analytics studio app)

  1. Setup >> Event Monitoring >> Enable Login Forensics and Event Log File Integration with Event Monitoring Analytics App
  • Open Analytics studio app >> Click on that and a new tab will open (FYI., pop up from browser might block this so set it to allow)
  • Create >> Click on it
  • Follow the below screen steps
  • You will see steps 1 to 5 don’t change anything except the no. of days to 30
  • Name the App “Event Monitoring App”
  • The app will run and you will see the below screenshot and an email will be sent once its ready.

Hope you got all the details!

Anil B [03/03/2019]

Email Quick Action missing in Feed Tab

In this post, I am going to provide you with the steps to debug the issue: Email Quick Action missing in the feed Tab…

  1. Login to salesforce Sandbox (www.test.salesforce.com) or Production org
  2. Navigate to the app (ex. Service console) using app launcher
  3. Open Case page and check if the quick action is visible
  4. Follow the below steps only if quick action is not visible
  5. Setup>>Object Manager>>Case object>>Case Page Layouts>>check if the quick action is added to the case page layout
  6. Drag and Drop the quick action into the layout and click save
  7. Even now if the quick action is not visible now then please follow the below steps
  8. Setup>>Administer>>Email Administration>>Deliverability>>Set Access to Send Email (All Email Services) to All Email>>Click Save.
  9. FYI., Screenshot for reference

Anil B[03/03/2019]

EINSTEIN ANALYTICS – 50 Ways Salesforce Einstein Analytics Can Improve Your Business

In this Post, I would like to get the most important points on the Einstein Analytics to this Blog, through which one can understand it’s significance in improving the Business.

  1. Work with a platform you can trust: Enjoy the peace of mind that comes from working with the most celebrated customer-relationship platform available on the market.
  2. Save on expenses: Decrease operating costs by using an analytics platform that operates entirely out of the cloud. This means no expensive installation or maintenance costs, and no need to invest in analytics-specific onsite hardware.
  3. Get set up quickly: Take advantage of advanced analytics within minutes, thanks to powerful big-data solutions available right out of the box.
  4. Cut out the fluff: Don’t waste money paying for features you don’t use. Salesforce Einstein Analytics offers multiple packages and per-use pricing, so you always have the analytics tools you need, at a price that you can afford.
  5. Customize your solution: Trust the analytics tool that conforms to the unique needs of your business. Salesforce Einstein Analytics is built on a fully customizable CRM platform, designed to meet you more than halfway. With Einstein Analytics, you’ll always have the analytics solution that works best for you.
  6. Enjoy built-in support: Take the confusion out of data analysis. Salesforce Einstein Analytics offers built-in guides, tutorials, and multi-channel support options, so you’ll never have to worry about not getting the most out of your analytics solution.
  7. Integrate your data: Don’t wait for your IT teams to optimize your software for data analysis. Salesforce Einstein Analytics incorporates analysis tools into every application and system, meaning integrated, easy-to-use analysis functionality that leads to faster results.Salesforce knows that when it comes to on-point data analysis, the last thing you want is to have to wait. Einstein Analytics is designed with speed and usability in mind, so that from the moment you turn it on, you’ll be gathering, analyzing, and employing valuable data. After all, the data stream isn’t going to wait for you. Trust the analytics solution that eliminates analytics down time, and start putting your data to work for you from day one.Connect Across Departments.
  8. Integrate with the entire Salesforce ecosystem: Salesforce Einstein Analytics is a core component of the Salesforce Customer Success Platform, and integrates perfectly with Sales Cloud, Service Cloud, Marketing Cloud, and Platform (to name a few), giving every team access to the same client data, for a seamless customer journey across every department.
  9. Easily explore customer data from every source: Gather and investigate data from any source, giving your team an hyper-detailed look at the numbers that matter.
  10. Bring your people togetherConnect sales, service, marketing, and every other team through cloud-based data analytics that can be accessed and collaborated on by authorized users across every department.
  11. Unify your goals: Give your teams a united vision and objectives they can strive for, with data that is insightful, reliable, and actionable.
  12. Collaborate from the dashboard: Make collaboration simple by working with other colleagues over a user-friendly interface that displays relevant information updated in real time.
  13. Generate presentation-worthy visuals: Use built-in tools to turn data insights into appealing and informative visuals, perfect for presentations. With Einstein Analytics, everyone in your organization can keep up with the numbers.
  14. Be a part of the conversation: Take advantage of social media technology to improve team communication, with Salesforce Chatter for Einstein Analytics.
  15. Put it all into context: Provide a consistent view across every department with embedded dashboards, so reliable analytics information is never more than a click away.
  16. Never be out of reach: Work with your teams and your data over any device, from anywhere in the world, thanks to mobile-first design compatible with any desktop, laptop, or mobile device.Salesforce Einstein Analytics gives you and your teams the power to turn data analysis into a team effort. Connect with your people over user-friendly dashboards to explore data in real time. Jump on social feeds to discuss findings and share insights. Access collaborative tools over mobile devices. Einstein Analytics makes it possible for you and your teams to put their heads together for data solutions that lead to success.Analyze Your Business.
  17. See team performance: Use real-time, easy-to-follow reports to chart team performance with Service Wave Analytics, identifying and improving trouble areas before they get out of hand.
  18. Access relevant KPIs: Access Sales Analytics to explore key performance indicators, such as quota attainment, sales cycle, pipe generation, and more, across your entire organization, to ensure your strategy is always right on target.
  19. Track call-center efficiency: See trends related to your customer support channels right on your home dashboard, so you can make informed decisions to promote better client services.
  20. Chart changes: Track team performance across extended timelines and more easily see patterns, dips, and upcoming opportunities.
  21. Become a better coach: Use detailed overviews of teams and individual employees to offer guidance and trainingwhere needed.
  22. Empower your teams to analyze themselves: Give your teams the power to benchmark their performance against top performers.
  23. Eliminate the holes in your campaigns: Perform whitespace analysis to identify and close up the gaps in your strategy.Salesforce Einstein Analytics gives you the ability to put your business under the microscope. Chart progress, rate performance, and shore up weaknesses in real time, thanks to cloud-based dashboards and visually rich reports. Get a bird’s-eye view of your entire operation, or get up close and personal with individual data sets. With Einstein Analytics, the data that drives your business is always at your fingertips.Find the Key to Sales Success.
  24. See the big picture: Explore all the data relevant to your sales operations in a single location via the Sales Executive Dashboard
  25. Eliminate borders: See your business across geographies, products, customer demographics, and time periods, for atrue view of how your sales are progressing.
  26. Find the devil in the details:Increase win rates by digging down deep into the specifics of your sales pipeline.
  27. Predict the futureChart historical trends to accurately forecast which strategies are likely to be most effective with which leads. Additionally, employ the Salesforce Einstein AIfor automated predictive accuracy that improves over time.
  28. Reduce churn: Get detailed insights into the motivations, preferences, and goals of each individual customer, ensuring personalized customer journey that is more likely to lead to conversion.
  29. Focus on the right leadsAnalyze your prospects to see which are the most likely to convert, and which are not.
  30. Evaluate your lead sources: See which sources result in the most valuable leads, so you can better focus your efforts where they’re going to pay off.
  31. Recognize your biggest wins: See your top-five closed deals, so that you can set standards that lead to real improvement.
  32. Optimize the customer experience: Solve issues and track client satisfaction by the numbers, directly from the Salesforce platform, for happier clients and better returns across the board.Understand key performance drivers, recognize emerging trends, predict future events, and more. Optimize your pipeline, and give your sales associates the information they need to provide their customers with the best possible experience. Salesforce Einstein Analytics gives your sales team the power to turn data into insight, and insight into profit.Market Smarter.
  33. Dive deeper: Get to the heart of your marketing data, with detailed analysis of funnels, campaigns, lead conversion rates, and even the marketing channels themselves.
  34. Present the right messageCreate messaging to spire and entice your target audience, and get valuable insight into the individuals who make up that audience.
  35. Be your own data analyst: Marketing data analysis is too important to place in someone else’s hands. Become your own marketing analyst, with easy-to-use tools and clear, visually-focused reports.
  36. Take instant action: Strike while the iron is hot, and act upon up-to-the-minute marketing data from centralized dashboards and control panels.
  37. Make B2B marketing your speciality: Take advantage of unique and effective B2B marketing tools to get ahead of the competition.
  38. Understand the brand experience: Use reliable data to see what your clients see, and make positive changes with the customer experience as your key focus.The data that drives marketing campaigns is generally very complex, but that doesn’t mean that it should be confusing. Salesforce Analytic Cloud gives you the insight you need to get behind the data, and see what’s driving your business, what’s guiding your customers, and how your business can turn that information into real results.Optimize Service.
  39. Set your priorities: Use service manager to prioritize open cases, so that the your teams always have a direct view of which customers need their attention.
  40. Evaluate your accountsQuickly identify which accounts have the largest number of cases and highest opportunity amount.
  41. Connect with your agents: Access the dashboard and see at a glance which agents are responsible for which cases, then assign notifications for when specific conditions are met.
  42. Review your service backlogCompare relevant data, to identify service trends over time, and see how totals compare between years.Service is what keeps you clients coming back for more. Give your teams the tools to provide the levels of high-quality service that your customers expect, and then go above and beyond. Analytics cloud empowers you to optimize service.Revolutionize Analytics for Your Business.
  43. Integrate with third-party applications: Extend your analytics aptitude beyond the Salesforce core systems, with advanced integration options for any third-party website.
  44. Go mobile: Act on data wherever you are, with mobile access to every aspect of the Salesforce platform. Search resources, review vital data, and optimize your various campaigns all from your mobile smart device.
  45. Optimize your pipelines: Embrace top, data-driven strategies for managing your pipeline.
  46. Automate your analysis efforts: Salesforce Einstein AI is designed to automatically analyze millions of data combinations, for results that are as informed as they are extensive.
  47. Enjoy the highest level of data security: Share data across any device from anywhere, comfortable in the knowledge that Salesforce Einstein Analytics uses the same cloud security best practices as the core Salesforce Customer Success Platform, trusted by more than 150,000 businesses worldwide.
  48. Push the limits: Extend your analytics abilities through custom-made applications, courtesy of app development tools from Salesforce Platform. Or, find the perfect ready-made app to fill your specific analytics needs, available from the Salesforce AppExchange.
  49. Gain deeper visibility into your businessCombine Einstein Analytics with Lightning Reports, for a completely transparent view of your most important data.
  50. Keep up the pace: Don’t let yourself get slowed down by having to work with data spread thin across your organization. Abandon the spreadsheets and cut your dependence upon IT, and let Salesforce Einstein Analytics consolidate your data in a single, central location, so that your business is as dynamic as the data that powers it.                                                                                                                                                                                                                                                                                                                                                      – Sumanth A[01/04/19]

Salesforce lead Queues

In Salesforce, Queues allow for management and organization of records in Leads, Cases, and custom objects. Lead Queues are particularly helpful because they allow you to funnel a group Leads into a queue based on a particular criteria whereby users in that queue can claim ownership of those Leads. For example, you can create a Lead Queue to distribute newly created Leads or those captured from web by region/territory (West Coast, North Pacific…etc) Today, I’ll be giving an introduction on how to create a Leads Que.

CREATING REGIONS/TERRITORIES:

First, we’re going to create a queue for each region.

To get started, go to Setup> Administration Setup> Manage Users> Queues and click New.
Name the Queue and optionally, you can assign an email address specific for the queue; users in that queue will receive updates on actions.
Next, pick the object you want to create the queue in.

Next, assign users to the queue. Alternatively, you can assign a Group of users to a queue. Then click Save.

ASSIGNING RULES FOR LEAD QUEUES

Now that you’ve built the queue, it’s time to create rules to automatically assign users to the appropriate region/territory queue. Go to Setup> Customize> Leads> Assigning Rules and click “New”. In Assignment Rules, you can prioritize the order of rules.Assigning Rules will run on an ascending order.

First, set the order of the rule.

Enter the criteria on which you want the Assignment Rule to apply
If you have multiple rules and depending on the logic, you can modify the logic of the rules right under the list.

Finally, enter the name of the queue you want the records with the above criteria to go to. click Save.

And now, users assigned to the queue can have a list view of all records in that queue where they can assign ownership accordingly. Only those users and users of higher hierarchy will have access to that list view.

Chandra V [11/26/2018]

How to Speed Up Internal Approval Processes in Salesforce

Without a standard process for internal approvals, people may send out quotes and contracts without validating the content and what is being offered – from price to the ability to deliver the proposed solution. And with no control over what quotes and contracts are being sent out, it is difficult to manage related risks and uncertainties. Without proper processes, creating sales documents requires a lot of manual work which is prone to errors – and will require rounds of manual reviewing for acceptance. So how can you speed up internal approval processes? We look at a few ways to help you get that green light faster internally.

Implement thresholds

Before you can build a standardised process for internal approvals, you should consider the thresholds that actually require an approval. So determine when items above a certain threshold need more signatures or approvers and build your process around these. By creating thresholds for items above a threshold you’ll eliminate bottlenecks that can slow down quoting and contracting. Plus you can give more freedom to your teams to do their job effectively.

Speed up the flow of a document in an organisation

When you need to get an approval for a quote or contract, the speed of which you can get the document through the various stages of approvals is paramount. Managing the logistics of getting the document to the right people is important and how you do this has a huge implication on the speed.

Emails, meetings and calls are all valid ways of getting an approval but some pain can be caused by the tracking side of these. How do you make sure to keep track on who’s approved and what? When you save emails and meeting notes, it may be difficult to find these later on and sharing these may bring even more challenges.

So what can you do to speed up the flow of a document in an organisation? The answer is a well-thought workflow. It will streamline the time it takes to coordinate the approval process by managing and tracking the different stages of the process. You can use workflows to send reminders, track responses, request changes and create a record of the entire internal approval process for future reference.

Setting up quote and contract approvals

Build your workflows according to the business rules. An example of a contract approval process is one where any contract must be approved by the head of a department before it moves onto the financial team and from there to the legal team for review. The document moves along the process, and as and when each party approves or updates it, the document is stored centrally in for example contract database and automatically updated so that only one version of the contract is available and that it is always up to date. Once all parties have approved the document, it is returned to the original owner of the document and is now ready to be sent out.

-Chandra V [11/04/2018]

Email Template on Custom Object

Custom Object Not Showing Up in the Select Field Type Drop Down.

I faced this problem, the Custom Object was not showing in the drop down list. Since, there was a Standard object with the same name.
When I try to merge the Fields in the Email Template I was looking at the standard object fields.

Example:                 Case                      Standard Object
Case__c              Custom Object

How I resolved:

Just change the label of the Custom Object. This brings out the custom object in the drop down list of the Select Field Type.


Now you can merge the required fields into the Email Template

– Chandra [10/12/18]

How to add records as Favorites in Salesforce Lightning

Choose any record from the Object. For Example: Case

Click on the Star (Favorite) on the Top

Now case added to favorites list (It will be visible to only you)

This Favorite will be added to the List under the Star

You can also edit/Filter from the Favorites using the Edit Option present below the Picklist

Users can use this feature from Lightning and manage the favorites.

-Aneesh [10/10/2018]