The Lightning Experience: What Is It and Why Is It Important?

The Lightning Experience (LEX) was unveiled by Salesforce.com (SFDC) in October of 2015, as an alternative user platform to its standard, “Classic” user interface. For more than two years, it has been the focus of every SFDC release. LEX is not merely a new look; it is a new way to manage customer relationships. For those who have questioned its place in SFDC’s future, it is now clear that it is the SFDC future.

The transition to LEX is becoming more imperative every day. SFDC is pouring its latest innovations into the new platform, giving users easier access to data, analysis, and conversion tools. If you want to drive user adoption, increase efficiency, and boost productivity, LEX is the answer.

Lightning Experience is All About Multiplying ROI

Equipped with the latest technology offerings, LEX focuses on what customers care about most:  multiplying the return on their Customer Relationship Management (CRM) investment. The Readiness Check within Classic emphasizes this objective, producing a Lightning Experience Readiness Report that highlights potential conversion metrics.

Prior to Rainmaker’s LEX conversion, for example, the report estimated that the transition would:

  • Increase our win rate by 21-percent
  • Decrease the amount of time needed to manage our pipeline by 31-percent
  • Make reporting 29-percent faster
  • Enhance collaboration by 40-percent

LEX Offers Better Functionality

SFDC is actively enhancing LEX, and in many ways, the platform has already surpassed Classic’s functionality. There may be features that you have always wanted now available in LEX – but not in Classic. In fact, many of Classic’s recent upgrades are samples of LEX capabilities.

LEX offers:

  • Better page layouts – Brand and tailor pages to ensure a unique user experience. Users will appreciate the intuitive design, which will speed platform adoption.
  • Personalized, tabbed components – Display Lightning components in custom tabs for improved productivity and ease of use.
  • Predictive analytics – With Einstein’s Lead Scoring and Prediction Builder, you can harness the power of artificial intelligence (AI) and real-time data to drive efficiency. Users can prioritize leads and get insight into every data point your organization collects.

To ensure that transitions run smoothly, LEX can be rolled out one group at a time. This methodical approach allows organizations to troubleshoot on a smaller sample size before making the change enterprise-wide.

Strengthen Your CRM Before It’s Too Late

The LEX platform is SFDC’s investment in the future. It has been designed to augment every organization’s return on investment (ROI) by accelerating user adoption, improving productivity, and encouraging efficiency. With drag-and-drop customization, robust AI, and simpler navigation, LEX can truly change the way you manage your customer relationships.

Classic may be comfortable, but failing to transition may cost you in the long-run.

 


Rainmaker is a leader in cloud technology enablement, partnering with companies to accelerate growth, overcome challenges, and achieve success. Since 2002, we have expertly completed over 1,800 Salesforce.com implementations in organizations varying from Fortune 500 companies to small businesses. Our process-driven approach delivers innovative, clear solutions that can be used to transform business as you know it. Contact us today!

Keeping the Dreamforce Magic Going Strong

After all the planning, anticipation, and excitement, Dreamforce 2017 is done (sniff). And what a record-breaking event it was. Thousands of you attended pre-conference training and Hands-on Training sessions, and more than 1,450 certification exams were completed. Plus, all you badgers helped raise $50,000 for the National Park Foundation, and together we passed the incredible milestone of 4 million total Trailhead badges earned.

salesforce trailhead, how rainmaker helps

(Psst—did you catch the inaugural Trailhead keynote? #Trailheart! Check it out)

The big news from the biggest technology event of the year? myTrailhead! Reinventing learning and enablement at your company—stay tuned for more developments. Plus, the announcement of a whole host of new and improved Trailhead features to keep you trailblazing your way to the new year.

Keep the Dreamforce magic alive! With five weeks left in 2017, here are the top eight trailblazing things you can do to close out the year with a bang.

SF-Dreamforce-seize the trail

1. #SeizetheTrail! Earn Badges, Win Prizes

Your last adventure of 2017 awaits! With Seize the Trail, every badge earned from Nov 13th through December 31st gets you a chance to win exciting prizes like cert vouchers, fitness trackers, wireless headphones, $1,000 gift cards, and more! The more badges you earn, the more entries you’ll receive. Challenge yourself to skill up on Salesforce and rise the ranks.

2. Join a Global Gathering

Experience the best of Dreamforce with your local Salesforce Community. Global Gatherings give everyone access to the latest content and hands-on learning from Dreamforce. We’re joining 200+ community groups around the world to host this special meetup with all the latest Salesforce content and takeaways from Dreamforce for every skill level and all backgrounds. Running from now until the end of the year—find an event in a region near you.

3. Learn in Class

If you’re looking to dive deep into a Salesforce product, or need to uplevel your skills for a specific role, blaze a new trail and learn directly from Salesforce experts, either in-person or virtually. There’s still time to get your learning on in 2017, so explore our trailblazing classes covering every Salesforce product for every role.

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4. Become Salesforce Certified

Have you been on the fence about whether or not to take the plunge and sit for your certification exam? Go for it! Salesforce-certified professionals aren’t just in demand—they’re increasingly indispensable. Download our guide to certification paths, packed with study resources. Also, check out our certification trailmixes to help with your exam prep:

Next, watch the “Expert Tips & Tricks for Crushing Your Certification Exam” session recorded at the Trailhead Academy theater at Dreamforce, schedule your exam, and join the #CertifiedPro club. Good luck!

5. Get Active in the Trailblazer Community

If you swung by the Trailblazer Community Cove at Dreamforce, you’ll have seen the power of the #SalesforceOhana in action. Join the movement of Trailblazers who are constantly astounding us with their commitment to Salesforce, lifelong learning, and helping each other succeed. Get involved with the Trailblazer Community, a virtual family that spans the globe, by:

 

SF-Dreamforce-admin

6. Listen to the Salesforce Admins Podcast

Every day is an adventure when you’re an #AwesomeAdmin! Relive the magic of the Dreamforce Admin keynote, complete the DF17 Admin trailmix, then catch one of the 20-minute weekly podcasts, shining the light on real Salesforce Admins solving problems with clicks and not code.

Hosted by Mike Gerholdt and Gillian Bruce, the show brings in Salesforce Admins who are solving real problems in the cloud by implementing Enterprise CRM solutions and having fun doing it! Past guests have included: Steve Molis, Matt Bertuzzi, Missy Longshore, Mary Scotton, Ben McCarthy, Joshua Birk, Adam Torman, and many more wonderful people.

7. Watch a Salesforce Developer On-Demand Webinar

The Developer keynote at Dreamforce told you all about how to build and integrate customer apps into your business faster and easier than ever before (if you missed it, here’s the vid, then get busy with the DF17 Dev trailmix). As you get ready for the epicness of #TDX18, be sure to attend one of the in-depth developer webinars covering everything from Lightning to Einstein to Salesforce DX.

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8. Be Social on Twitter and Facebook

We loved all the amazing Trailhead at Dreamforce stories you shared over social and were thrilled that so many of you secured the exclusive Dreamforce ’17 badge during the event.

Getting involved is as easy as following us on Twitter and Facebook. Then share your #seizethetrail goals! Tweet out your goal to the world!

So don’t just coast into the new year, grab the rest of 2017 by the badger and ring in 2018 skilled-up and ready to blaze new trails.

See y’all at TrailheaDX 2018!

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This article was derived from the Salesforce Blog dated Nov 27, 2017 by PIP Morphet from salesforce.com

 

Salesforce Introduces myTrailhead…

myTrailhead – Reinventing Learning for EveryTrailblazer

When we launched Trailhead, Salesforce’s gamified, online learning platform, we set out on a mission to empower anyone to skill-up for a job in the thriving Salesforce economy. Our Trailblazer Community has been unstoppable, earning 4 million badges and completing 15 million challenges that represent the skills needed to thrive in the Fourth Industrial Revolution. Today, Salesforce is extending the power of Trailhead to our customer Trailblazers.

Introducing myTrailhead

As technology continues to evolve at a rapid pace, every job is being redefined with new skills needed to succeed — companies are struggling to keep up. Continuous learning is more critical than ever to keep pace with rapid technology changes. Old, static, corporate learning techniques and tools simply won’t cut it.

That is why we are so thrilled to introduce myTrailhead, the new modern continuous learning platform. With myTrailhead, Salesforce is extending the Trailhead platform to enable companies to customize the learning environment with their own content and branding, from custom onboarding trails to company-specific enablement skills. myTrailhead reinvents corporate learning and enablement at every step of an employee’s career journey—empowering organizations with tools needed to make learning customizable, fun and at the center of their business. Now, companies will be able to move from disparate learning tools—FAQs, slide decks and static manuals—to a single modern platform for all corporate learning.

Check it out in action.

Learning That Is Customized, Empowering and Fun

myTrailhead transforms traditional corporate learning by bringing together a number of new and existing features including:

Trail Maker is a guided setup tool that will enable companies to create private learning content for their employees customized with their own brand—in just a few clicks. With Trail Maker, companies can write and create their own materials or customize the pre-curated library of public Trailhead content. Now, companies can build customized employee content for sales enablement, best practices for customer service agents, onboarding for new hires and more.

Trailhead, myTrailhead, Trail Maker

Trailhead Profile is a complete view of an employee’s skills and expertise. The profile showcases the Trailhead badges earned, points accumulated and skills learned. Rewards and ranks gamify learning and career advancement. When employees want to switch roles or take on a special project at a company, managers will have a complete view of their skill set to help recruit internally.

Trailhead, myTrailhead, Trailhead Profile

Trail Mixer enables employees to build and share a collection of custom learning paths called Trailmixes. Trailmixes can be created from public Trailhead content, custom content built on the platform or external content such as videos or slide presentations. For example, to onboard a sales rep, managers must provide an overview of the sales cycle and train them on logging opportunities and account activities and running reports. With Trail Mixer, managers will be able to create one Trailmix that consolidates all relevant onboarding materials, both within and outside of Trailhead, that a rep would need to get up and running in this role.

Trailhead, myTrailhead, Trailmix

Trail Tracker is an app that motivates employees with gamified leaderboards and enables managers to assign and track personalized learning across their organization. For example, a department leader can assign a mandatory Management 101 training to all new managers and track to see which of them has completed the course. Once complete, the new manager will be awarded with a badge, showcasing their competency right on their profile. As they continue to earn badges and reach milestones, a leaderboard showcases where they rank amongst their peers.

Trailhead, mytrailhead, Trail Tracker

Trail Checker rates and rewards learning by allowing companies to build interactive challenges designed to assess skills—including stand-and-deliver, quizzes and hands-on challenges. For example, a customer service lead can certify service reps for a call center by having each rep use the stand-and-deliver assessment tool to record and upload a simulated role-play video, scoring the presentation and awarding a badge directly on the rep’s myTrailhead profile if they pass.

Trailhead, myTrailhead, Trail Checker

What Are You Waiting For?

It is time for corporate learning to be customized and fun! Check out trailhead.com/myTrailhead to learn how you can empower your employees and in the meantime, explore Trailhead, blaze a trail and learn on a new skill.

This article was derived from the Salesforce Blog dated Nov 06, 2017 by Sarah Franklin from salesforce.com

Dreamforce ’17 – Trailblazers Were Greeted with An Experience at Every Corner

21 Trailblazing Pictures from Dreamforce ’17

With the first step you take into downtown San Francisco, you immediately know it’s Dreamforce week. Last week, thousands of Trailblazers took over for lots of learning, fun, and giving back. Here are the top 21 photos that showcase what Dreamforce is all about.

Dreamforce, SF Chairman & CEO MF

Salesforce Chairman and CEO Marc Benioff took the stage, after a traditional Hawaiian blessing, to deliver his keynote. Missed the keynote? Get all the highlights here.

Cuddly Astro, Dreamforce

Cuddly photo with Astro? Check. Trailbazers in the Dream Valley snapped some photos with our characters!

Lighted, DF Trailblazer

Lighted and delighted: This Trailblazer is totally aglow.

trailblazers, dreamforce

Looks like these two Trailblazers are ready to roll for some learning!

Our hundreds of Dreamforce ambassadors and docents helped to guide people to find sessions and where to get a cup of coffee.

Dreamforce, CEO GSUSA

Sylvia Acevedo, CEO of Girl Scouts of the USA, attended the Salesforce Women’s Networking Event the evening before Dreamforce.

Dreamforce, mindful

Taking a moment of quiet reflection in the Dream Valley with coffee is a mindful way to start the day at Dreamforce.

Dreamforce, laugh

Learning is endless at Dreamforce, but so are laughs.

Dreamforce, meditate

Dreamforce was thrilled to welcome back the monastics from Plum Village. Guided meditations and walking meditations were available for those seeking mindfulness throughout the week.

Dreamforce, Astro hug

What’s better than a hug? An Astro hug!

Dreamforce, cofund Thorn, AKutcher

Ashton Kutcher delivered an emotional talk at Dreamforce. Kutcher discussed what prompted him to co-found Thorn, which partners across several industries to fight trafficking and the exploitation of children with the power of technology. If you missed this incredible discussion, watch on Salesforce LIVE.

Dreamforce

Coolest place to watch the keynote? In the Dream Valley!

Dreamforce, Trailblazers

In between sessions, keynotes, and Dream Valley band performances, adventurous Trailblazers opted for some rock climbing.

Dreamforce, selfies

SaaSy. Selfies. Enough said.

Dreamforce, Joyous dancing

Joyous dancing in the Dream Valley is a rite of passage at Dreamforce.

Dreamforce, Trailblazers, Dream Valley

Trailblazers stuffed backpacks for nonprofits in the Dream Valley.

Dreamforce SVP, Trailhead Zone

Sarah Franklin, SVP and GM Trailhead; Salesforce Chairman and CEO, Marc Benioff; and Ginni Rometty, Chairman, President, and CEO of IBM, toured the Trailhead Zone in Moscone West.

Dreamforce, Dreamfest, LK

We rocked out with Lenny Kravitz in the Dreamfest in AT&T Park.

Dreamforce, Trailhead Zone

Students explored the Trailhead Zone in Moscone West.

Dreamforce, Equality Summit, NP

Academy Award-Winning actress Natalie Portman discussed the gender pay gap and inequality in Hollywood during our Equality Summit.

Dreamforce, CoFounder and CTO, SF and Chairman and CEO, SF

Parker Harris, Co-Founder and CTO, Salesforce, and Salesforce Chairman and CEO, Marc Benioff discussed the latest customer innovations during the main keynote.

Thank you Trailblazers for making Dreamforce ’17 so special. We can’t wait to see you at Dreamforce ’18!

This article was derived from Sabrina Barekzai’s Blog, published Nov 14, 2017 and retrieved from Salesforce.com blog.

Introducing Trailhead for Students: Empowering the Next Generation of Trailblazers

New technologies are creating new jobs globally. The Salesforce ecosystem alone will create 2 million jobs by 2020—covering a broad spectrum of business and technical career paths. Unfortunately 80% of companies struggle to find skilled talent to fill these jobs. The loss in productivity caused by this skills gap costs companies a staggering $1.3 trillion dollars per year. While students should be a great source of new talent, employers say recent grads don’t have the skills they need. Meanwhile, students are struggling under mountains of debt as tuition costs have increased over 200% in the last 20 years and many graduates aren’t able to land lucrative jobs with their degrees.

It’s easy for industry and academia to finger point over the skills gap. But it’s not anyone’s fault alone. We are in the midst of the Fourth Industrial Revolution where technology is evolving more rapidly than ever before. The skills employers need are a moving target and it’s difficult for schools to keep up with the pace of innovation in industry. To really solve this skills gap, industry and academia must work together to prepare students for this ever-changing business world.

Enter Trailhead. Trailhead empowers everyone to learn the skills they need—regardless of gender, background, culture or lifestyle—to land a job in the workforce of today and tomorrow. By partnering with academia, we can democratize education, empower students and provide equal opportunity for all.

Introducing Trailhead for Students

We are taking the power of Trailhead, with its guided, hands-on learning paths into the classroom with Trailhead for Students. Working together with universities, community colleges, workforce development programs and educational nonprofits, Trailhead for Students provides everything educators need to get students ready for the Salesforce economy.

Over 70 educational partners like University of Massachusetts Lowell, Year Up, Jewish Vocational Services (JVS) and University of San Francisco are already making a difference with Trailhead for Students, providing a path to learn new skills, earn resume-worthy credentials and connect with employers to land top jobs.

We are also introducing new student-led community groups to help future technology leaders connect and learn Salesforce skills together outside the classroom. Students now have access to mentorship opportunities from Salesforce employees and Salesforce community leaders who’ve built incredible careers in tech.

You take the power of Trailhead hands-on learning, add ready-made curriculum and the community of Trailblazers and that is the magic of Trailhead for Students.

What This Means For Educators

Trailhead for Students offers curriculum that makes it simple to add Salesforce content to an existing class, or deliver as a stand-alone class or bootcamp. With Trailhead for Students educators can:

  • Access Instructor Kits which include best practice guides, sample class formats, slide decks, and classroom materials—all maintained by Salesforce experts.
  • Prepare to teach a course by skilling up with Trailhead, or through an expert-led class and stand out by earning a Trailhead Educator badge to display on their profile.

SF-Trailhead-educatorpf

  •  Use Trailhead as a tool in the classroom to track students’ progress and reinforce lectures through hands-on labs.
  • Join an online educator community to share tips and tricks and best practices.

The University of Massachusetts-Lowell is one of the 70 institutions that have joined the program so far. This summer they trained 60 students and faculty in an online bootcamp and will be including Salesforce into an existing course during the Fall 2017 semester.

“We feel that the knowledge and training in Salesforce really helps our students have a competitive advantage and differentiate themselves as they seek internships and positions after graduation.”
Sandra Richtermeyer, Dean of Manning School of Business

What This Means For Students

More and more employers are seeking Salesforce-skilled talent. Trailhead for Students helps students master these skills and land high paying jobs. Students can:

  • Learn all the skills they need to be successful. Trailhead provides learning for technical skills, soft skills, and business skills, including how to prepare for an interview and land that first job.
  • Reinvent their resume with Trailhead. They can earn skill-based credentials that prove to employers they can hit the ground running from day one.

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  • Get hands-on with a free Salesforce “playground” to hone newly acquired skills in a real-world environment.
  • Become a Salesforce Ambassador on campus or join a new student-led community group.
  • Engage in networking and mentorship opportunities with Salesforce employees and community leaders.

Pranav Nagrecha is a senior at UML pursuing an MIS degree. He started learning Salesforce while interning for the University and then participated in a Trailhead summer bootcamp. He signed up to be one of the first Salesforce Ambassadors on campus.

“I know that learning Salesforce will give me a leg up after graduation. I was already given a few internship opportunities and interviews based on my Salesforce skills. My goal for the end of this year is to earn 100 badges and get Admin Certified!”

Get Started Learning and Teaching Today (For FREE!)

If you’re new to Salesforce, the Salesforce Essentials for Business Specialists course is an ideal place to start—for educators and students alike. The curriculum is free through Trailhead for Students and focuses on building an understanding of what’s possible with the Salesforce Platform, its specific applications, and business values and benefits.

Learn more about how Trailhead for Students can provide students with a path to their Salesforce future and a roadmap for educators to help them get there.

Pssst! And if you’re an educator that has students who are ready to start blazing their own trail, challenge them to conquer new Salesforce skills by earning Trailhead badges between September 18 and October 20th for a chance to win a free student trip to the industry’s biggest tech event, Dreamforce 2017 as well as other great prizes! Find all the details here.

This article was derived from Lisa Tenorio’s Blog, published Oct 3, 2017 and retrieved from Salesforce.com blog.

The Lightning Experience

This article taken from Salesforce.com blog highlights how SFDC designed an “Experience” for the Administrators of your Company, hence the Lightening Experience. Review their process below:

Lightning Experience is Salesforce’s most beautiful product. But being beautiful isn’t enough. We’re an enterprise company that recognizes the world has changed, and good design isn’t just for consumer companies. That’s why this new desktop user experience is also the best design work we’ve ever done.

When Apple released the first iPhone in 2007, the enterprise world was skeptical and cautious. Blackberry was the gold standard in enterprise mobility, with robust security and admin tools that gave corporations tremendous control. Yet whether or not Apple was gunning for enterprise adoption in the early days, it got it in droves.

That’s because people really enjoyed using their iPhones. They started to bring them to the office to get real work done. They started demanding more from their IT departments. No longer were employees, customers, and partners going to tolerate subpar experiences.

At the same time, Salesforce went into hyper-growth mode, and we wanted to scale across the entire organization in an effective way. We needed our product teams to not only optimize for each local feature area, but to also think about the bigger picture.

To build Lightning Experience, we had to think about the UX holistically, so we took our solutions and best practices and created a living design system. The Salesforce Lightning Design System is a collection of design patterns, components, and guidelines for creating unified UI in the Salesforce ecosystem. It’s open source and free to everyone.

This has been a long journey — and we’re still learning. For now, here is our ever-improving process:

1. Frame the Work

For years, we wanted to redesign the Salesforce desktop experience. But that goal was simply too broad to be meaningful. We needed to first ask what would constitute a good design. Looking “new” or “modern” wouldn’t be enough. There had to be a common understanding around what the desired outcome of the new design was for the user, the customer, and the business.

Once we agreed the focus was on making sales reps more productive, we were able to make genuine progress on a new UX. Aligning around this goal allowed us to make decisions and agree on what success would look like.

Lightening Stream

2. Agree on the Principles

At Salesforce, we return to our four design principles — clarity, efficiency, consistency, and beauty — repeatedly. They help us prioritize and make tough calls. They can save literally hundreds of collective hours of deliberation.

At one point, while designing Lightning Experience, there was a big debate over how we should label a feature. Hours and hours were spent discussing the merits of one label versus another. Sleep was lost. Then we decided that to figure it out, we needed to go back to basics and back to our design principles.

Our question came down to whether we were comfortable with some inconsistency in the naming convention of two similar features, or if the inconsistent label’s clarity for users in that particular context outweighed the negatives of an inconsistent name. Clarity is design principle #1, consistency is #3. Decision made.

Lightening Stream

3. Invest in Communication

Ultimately, the biggest challenge of any large and complex project is communication. It’s the root of nearly all scale problems. These are a few tools, assets and processes that eased communication within our design team:

Get it on the walls. Teams need to see the end goal in order to keep marching toward it effectively. We printed out all of the key screens and put them everywhere there were product teams; multiple floors, kitchens, and meeting rooms. We even thought about putting them in the elevators.

Have more than a static style guide. The Salesforce Lightning Design System is our living style guide that makes doing the right thing also the easiest thing. We define our styles using code. They are flexible. The intent is for them to evolve to our needs, quickly.

When in doubt, talk it out. A natural distance and resistance can set in once you get to a certain size and can’t see everyone’s face. Be a collaboration zealot and seek out people to settle misunderstandings and disagreements in real time.

Remember, leaders are repeaters. Just when you think you have repeated the message one too many times, and you’re tired of hearing yourself talk, you’ve just gotten started.

Lightening Stream

4. Eliminate Decision Debt
It’s vital to use all of the above to act, because indecisiveness can lead to debt. The more decisions you put off, and the longer you delay them, the more expensive they become. Even if you make the wrong decision, in most cases, it’s cheaper to course correct than it is to delay.

My boss likes to say that projects are like big ships, nearly impossible to turn in the right direction if they are not moving. So get moving. When you do need to course correct — and at some point you will — you’ll be glad you put all these processes in place for easing communication and improving collaboration.

Salesforce Einstein, Worlds #1 CRM = Smartest CRM

This article is taken from Salesforce.com blog highlights how Salesfore Einstein is not only the Worlds #1 CRM but also the Smartest CRM. Below is an overview of the features of Salesforce Einstein.

With Salesforce Einstein, the World’s #1 CRM is Now the World’s Smartest CRM.
And now with myEinstein, every admin and developer has the tools they need to build their own smart apps.

Focus on what matters — the customer — with AI from Einstein.
Built into the Salesforce Platform, Einstein is a layer of artificial intelligence that delivers predictions and recommendations based on your unique business processes and customer data. Use those insights to automate responses and actions, making your employees more productive, and your customers even happier. Talk about genius.

Assess Your Sales Cloud Einstein Readiness

sf-einstein

See how Salesforce Einstein makes every part of your business smarter.
Einstein features are now available across the entire Customer Success Platform. With Al embedded where you work, everyone can now have a data scientist working for them with no data prep or model management required. Your CRM constantly grows smarter, making you more productive and your customers happier.

Make your sales reps more productive.
Sell smarter by intelligently prioritizing your top leads and opportunities with Einstein, your own personal data scientist.
Watch Demo

Einstein Lead Scoring
Spend your time more effectively — Einstein automatically prioritizes the leads most likely to convert based on your history and past deals.
Download the Datasheet

Einstein Opportunity Insights
Know whether or not a deal is likely to close — identify customer sentiment, competitor involvement, and overall prospect engagement right in the Lightning Sales Console.
Download the Datasheet

Einstein Account Insights
See key business developments pertinent to your accounts — stay up on your customers’ latest news, M&A activity, and company expansion updates.
Download the Datasheet

Einstein Activity Capture
Increase productivity by connecting your email and calendar to Salesforce — keep records up to date without any tedious data entry.
Download the Datasheet

Einstein Automated Contacts
Analyze emails and calendar events, identify new contacts and any Contact Role relationships, and surface suggestions for automatically adding new records to your CRM.

MARKETING CLOUD EINSTEIN
Create more predictive marketing journeys.
Deliver the right content, to the right audience, on the right channel, at the exact right time with AI right where you work.

Einstein Recommendations
Increase average order values, convert more anonymous web visitors, and recommend the next best product, content, or offer faster for every customer on any channel.
Watch Marketing Demo

Einstein Engagement Scoring
Predict consumer engagement with your email or website, discover insights about why consumers click or purchase, and drive smarter marketing using predicted behavior to segment, trigger journeys, personalize messages, and more.
Watch Marketing Demo

Einstein Vision for Social
Using Einstein Image Classification, recognize logos, objects, food, and scenes in social images to discover new insights regarding your brand — like where certain products are being used — even if your name or keywords aren’t mentioned.
Watch Marketing Demo

Einstein Journey Insights, powered by Salesforce DMP
Leverage AI to analyze billions of touchpoints across consumer journeys and discover the optimal paths to conversion, including insights about which channels, messages, and events perform best.
Explore Machine Learning

See how Einstein guides marketers.
Take the Tour

COMMUNITY CLOUD EINSTEIN
Recommend the right content and conversations.
Enable community members to discover the people, content, and conversations they need to be the most productive, every day.

Einstein Recommendations
Make the resources members need easy to find — automatically suggest relevant experts, groups, and content based on interests, needs, and behavior from their social activities.
Take the Guided Tour

Einstein Feed Insights
Keep members engaged by identifying and promoting popular content — ensure that important posts and hot-button conversations are seen, thanks to an intelligent activity feed.

Einstein Experts
Help your community members find certified experts on the topics that matter most to them so their questions are answered faster than ever.
Watch Demo

Einstein Feed Search
Get the top-ranked answers to searches based on relevance and engagement signals such as most recent, likes, views, and answers with Einstein Feed Search. Better yet, the search algorithm uses the Einstein Learn to Rank technique to get better over time so users always get the best results.
See how Einstein aids every community member.
Learn More

EINSTEIN ANALYTICS
Discover hidden insights in your data.
Find patterns in your data so you can predict future trends and always know the next best sales, service, or marketing action.

Einstein Discovery
Find insights in millions of data combinations by automatically examining all variable combinations — eliminate the trial and error of hypothesis-driven analysis.
Watch the Webinar

sf-einstein-analytics

See how Einstein makes sense of data.
Learn More

MYEINSTEIN
Embed customized intelligence in every app you build with myEinstein.
Now Trailblazers can build smarter, more predictive apps that leverage their Salesforce data and solve their specific business challenges with myEinstein. So everyone can have AI that’s customized for their business, without needing a data scientist.

sf-einstein-features

myEinstein-image
Einstein Prediction Builder (pilot)
Create custom AI models on any Salesforce field or object to predict business outcomes, such as churn or lifetime value — with clicks, not code.

Einstein Bots (pilot)
Easily build, train, and deploy custom bots — trained on your CRM data — to augment business processes, empower your employees, and delight your customers.

Einstein Vision
Harness the power of image recognition in your apps by training deep-learning models to recognize your brand, products, and more.
START LEARNING

Einstein Language
Classify the underlying intent and sentiment in a body of text to understand how customers feel and what they need, across all channels.
Start Learning

Sign-up for Einstein Vision and Language today.
Try for Free

COMMERCE CLOUD EINSTEIN
Make shopping more predictive and personal.
Delight shoppers with intelligent 1-to-1 shopping experiences powered by product recommendations, personalized sorting, and data-driven merchandising insights — no data scientist required.

Einstein Commerce Insights
Identify the most effective product sets, bundles, and deals with a powerful shopping basket analysis dashboard that reveals purchasing behavior.
Read More

Einstein Product Recommendations
Create unique customer experiences across mobile and desktop with personalized product recommendations that eliminate manual merchandising and boost revenue per site visitor.
Read the Case Study

Einstein Predictive Sort
Help shoppers find what they are looking for faster by personalizing search and category page results to each customer, whether they are known or unknown.

How Lightning Experience Upgraded Salesforce Classic

I’ve been an intern in Salesforce’s Customer Success Group for the past three summers, and I’ve seen quite a deal of change within the company during that time period in regards to its products. I’ve been here pre- and post-Trailhead. I’ve seen Einstein Analytics adopted. And at the start of this summer, I was able to encounter another positive change to the Salesforce ecosystem. I was introduced to the Salesforce Lightning Experience. During my first two summers in Boston, I completed my work in what is now commonly referred to as Salesforce Classic. I could write an entirely different blog post that highlights how phenomenal it is—how it does an excellent job incorporating a social productivity tool (Chatter) into its design, how it makes accessing records easy, and how it enables Salesforce users to be successful.

Nevertheless, Lightning Experience has upgraded it’s predecessor. Lightning has increased productivity for users by 41%, according to the 2017 Lightning Adoption Survey, and it’s important to see the features that have driven this increase.To start off, it features numerous capabilities that don’t exist in Salesforce Classic. Lightning’s real-time dashboards, for example, are phenomenal. I use dashboards quite a bit during my internship. My manager will approach me with a specific metric or object he wants better visibility on, and I would create a report that performs to provide that visibility. I’d then create a dashboard that features components that help show the data. When seeing the way these dashboards look in Lightning Experience, its a crisper and more visually-appealing display than the way they are showcased in Salesforce Classic:

Lightning

Above: Sample dashboard in Lightning.
Below: Sample dashboard in Salesforce Classic.

Lightning Experience provides value when it comes to things like dashboards and other visual tools, where the goal in mind is to create a visual depiction of some value that is numeric or metrical in nature. As noted above, Salesforce Classic can do this, too. Yet the dashboards and reports in Lightning Experience enable me to become smarter about the data I’m viewing. Lightning dashboards give me the ability to create as many as 9 columns in a layout, as opposed to only three in Salesforce Classic. Capabilities like this give me more flexibility in terms of how I organize my data and present it to my audience.

Another important feature that Lightning incorporates is that it allows a user to utilize the Einstein-powered Search function. Global search features connect to the enterprise index to enable a user to find what they want whenever they want to find it. Having the ability to search a feed or database to find a piece of information a user needs to reference is an important tool to have. It eliminates time that the employee would need to go through in order to find the information they need to locate. Let’s say I wanted to know what the room layout and cost of a property I created on Huron Avenue was. By typing in the key words ‘223 Huron Ave’ into the search bar, I can see the creation of details surrounding the property of that address:

Above: Search feature in Lightning Experience

Lightning Experience’s strength lies in giving the user quicker accessibility to the things they need to be productive. In the Global Quick Actions section located near the upper right-hand of the page, users can create quick actions like recording a note, logging a call, or adding a new travel approval. Lightning makes the process to completing productivity tasks like the aforementioned ones easier because of how it orients its pages to make it easier to find the actions you want to perform.

Lightning also gives users the ability to switch between apps quicker and easier than they would be able to in Salesforce Classic. The App Launcher located at the upper left-hand corner of the screen can be clicked on by users to go between the Analytics App, to Chatter, to their service app and beyond. It even enables users to type in a search word to find a specific item they are looking for. This tool, like with the search function on Chatter, cuts down on time that a user spends searching for a particular thing they want to utilize within Salesforce. Users can easily access the AppExchange from the App Builder, where there are more than 400 ready-to-download, Lightning-ready applications for users to utilize.

Lightning Experience can be looked at as an upgrade from Salesforce Classic in two regards: it upgraded the look of Classic and, perhaps more importantly, it upgraded the productivity for the individual user. Lightning gives the user tools to make their lives easier. It eliminates the time it takes to search for items and objects, and puts those objects in easily-accessible places for the user to utilize when they need them. Lightning Experience will increase user productivity, and enable those users to enjoy the features of Salesforce even more.

This piece is the third in a series that will be released this summer titled “Re-Think: A Millennial’s View On Current Technology”. It will highlight the viewpoints of a millennial who has spent the past three years interning at Salesforce, one of the fastest growing and most innovative technology companies in the world. The writer is a current rising senior at New York University’s Manhattan campus.

This article was derived from the Salesforce Blog dated AUG 01, 2017 by Rob Deisto from salesforce.com.

Salesforce Winter ’18 Release: Top 40 – What You Need to Know

To continue to drive our customers’ value in and use of Salesforce.com, the Rainmaker team compiled a list of 40 highlights from the Winter 18 Release notes that we believe can have a positive impact on your business.

The Winter ’18 Release Top 40

Note: Keep in mind that the page numbers listed are subject to change.

Lightning Conversions

1. The Lightning Experience Readiness Check (p. 52)

•  Business Impact: The readiness check has been updated to provide more return on investment (ROI) and level of effort (LOE) insight into the transition from Salesforce Classic to LEX. It now includes more accessible content, like graphics, estimated productivity gains, and LOE estimates for migration.

2. Visualforce (p. 533)

•  Admin Impact: Use the LEX Visualforce check to generate a report that flags pages that need changes before they’re ready for prime time in Lightning Experience. The Visualforce Report looks at all the pages that your organization has used within the past 90 days and identifies features that aren’t available in LEX.

Lightning Upgrades

3. Dynamic Lightning Pages (p. 437)

• User Impact: For years, customers have asked, “Can this field only be visible if this other condition is met?” Now, the answer is, “Yes!” If you switch to LEX, this is now possible.

4. Lightning Console Apps (p. 62)

• User Impact: Lightning Console Apps enable a user to more easily navigate between records and view multiple “panes” of information within the context of a related record. In this release, Salesforce added “favorites,” enabling users to bookmark records, dashboards, etc. that they use most often. Custom navigation also provides the ability to automate certain console behaviors, like opening a contact as a sub-tab of an account, to produce a better user experience.

5. Lightning for Gmail (p. 124)

• User Impact: Users of Lightning for Gmail can now access templates that were created in Salesforce Classic, a feature that was not previously available. Admins no longer have to recreate templates in LEX manually, and there is no more switching to Salesforce to add or check off items on daily to-do lists. This change applies to both LEX and Salesforce Classic.

6. List Email (p. 109)

• Business & User Impact: Sales reps can curate a list view of targeted contacts, leads, and person accounts, and then customize individual emails by using email templates and merge fields.

7. Duplicate Records (p. 122)

• Admin Impact: You can now use duplicate record sets in LEX. When the Report option is selected in a duplicate rule, Duplicate Management creates duplicate record sets of duplicates found by the rule. You can also create duplicate record sets, adding any records you like as duplicate record items. In LEX, you can even use duplicate record sets to merge items on the same object.

8. Cloning List Views (p. 115)

• Admin Impact: It is tedious to create the same list view for different team members, ensuring that all the right criteria are selected to filter and display. Now you can just clone a list view – just like you could in Salesforce Classic.

9. Emojis (p. 388)

• User Impact: Emojis are now available in Chatter posts and comments in LEX. Emojis give organizations more creative ways to engage their team members and audience in communications.

Einstein Enhancements

10. Einstein Lead Scoring in Salesforce Classic (p. 89)

• User Impact: Einstein lead scoring is now available in Salesforce Classic. It uses historical data to make predictive recommendations about lead prioritization and score. In organizations with a heavy reliance on leads, this could help sales reps to more easily prioritize their efforts, focusing on the best leads first. This is also a glimpse into LEX capabilities for those still leveraging Salesforce Classic.

11. Einstein Automated Contacts (p. 91)

• Business Impact: Let Einstein add contacts and contact roles for you. This new automated feature allows your sales reps to spend time doing what they do best: selling.

12. Analytics Data Integration (p. 277)

• Business Impact: Data integration has never been easier with improvements to the dataflow editor, dataset edit page, and replication setup page. The new upload wizard lets you view and change file properties and file attributes before you upload data.

Community Improvements

13. Audience Targeting (p. 341)

• Business & User Impact: Your audience is comprised of every partner who consumes your content. New functionality allows you to change what your audience sees within your community based on criteria such as city, company name, or title.

14. Dynamic Branding (p. 336)

• Business & User Impact: In communities, you can now create a single community and tailor its appearance and style to your audience. Using branding sets, there is no longer a need to create individual communities for each customer or business need.

15. External Files (p. 367)

• Business Impact: Previously only available in Salesforce Tabs and Visualforce communities, you can now access external files in your LEX communities using Files Connect. Get files from Quip, Google Drive, SharePoint, Box, and OneDrive for Business.

16. Libraries (p.368)

• Business Impact: In communities, library managers can now create, rename, and delete folders in libraries, and move files between folders. They can also create multiple levels of subfolders. Every user who has access to the library can see the folders.

Partner Relationship Management

17. Channel Programs and Levels (p. 372)

• Business Impact: As a channel manager, you need to provide a customized community experience for your different channel partners – based on your relationship. Now, you can organize channel partners and provide access to resources and features based on their program level.

Key Fixes

18. Salesforce for Outlook Upgrade (p. 130)

• User Impact: Avoid Salesforce for Outlook upgrades with Lightning for Outlook and Lightning Sync. These cloud-based products are automatically upgraded when updates are available. Most features are available in both LEX and Classic.

19. Dashboard Tables (p. 217)

• Admin Impact: New to LEX, Lightning tables can show up to 200 records and 10 columns from the fields available in a source report’s report type.

20. Case Comments (p. 170)

• User Impact: Previously in LEX, users could not add Case Comments. Now, a feature native to Salesforce Classic is back and available in Lightning.

21. Mass Inline Editing (p. 116)

• User Impact: Sales reps can now update up to 200 records without leaving a list view. This feature eliminates redundant manual processes and makes changes quicker and easier.

22. List Data (p. 438)

• User Impact: With the Related List Quick Links component, users can view multiple related lists in quick succession just by hovering over a link. They can also complete actions – like header actions, mass actions, row actions, and text wrapping – right from within the hover pane.

23. Sharing Calendars (p. 118)

• User Impact: With this new feature, sales reps can now share their calendars with each other. Meetings can be added directly to a shared calendar, avoiding wasted time exchanging emails or voicemails.

24. Syncing Events (p. 126)

• User Impact: Sales reps can now save time and unnecessary data entry by setting up events to sync between Google Calendar and Salesforce. Reps can create and edit meetings from either application.

25. Support Macros (p. 201)

• User Impact: Macros improve efficiencies, letting users perform multiple case process steps at one time.

26. Tracking Milestones (p. 200)

• User Impact: Milestones – which capture the progression of a Case against Entitlements – are now available in Lightning and Salesforce1. Support agents can view active, completed, and violated milestones from the Case.

Other Highlights

27. Lead Conversions (p. 98)

• User Impact: The new lead conversion process lets you relate a lead to existing account, contact, and opportunity records that match the lead based on your duplicate management rules. You can view details of the matched records and create follow-up tasks all from one screen.

28. Opportunity Forecast Categories (p. 106)

• User Impact: Not possible in LEX or the Salesforce1 mobile app previously, you can now fine-tune forecasts by changing an opportunity’s forecast category – regardless of its stage.

29. Private Notes (p. 117)

• Business Impact: Confidential information about clients and their businesses can now be saved with access reserved for certain team members.

30. Private Files (p. 396)

• Business Impact: Keep attachments private, if desired. Previously, anybody with Read access to a record could view the attachments or files associated with that record.

31. Out of Office (p. 392)

• User Impact: Set dates and custom out-of-office messages that will appear next to your name in Chatter – and almost everywhere that your name appears.

32. Custom Big Objects (p. 602)

• Business Impact: Custom big objects allow you to store and manage vast amounts of data on the Salesforce platform, providing consistent performance when working with one million to more than one billion records. Salesforce is becoming a true business intelligence (BI) tool.

33. Apex Code (p. 540)

• Admin Impact: Avoid errors down the road. All of your Apex code is now recompiled automatically before completing a metadata deploy, change set, package install, or package upgrade.

34. Starting a Process (p. 456)

• Admin Impact: Instead of being restricted to triggering a process when records are created or updated, you can now create a process that starts when a platform event occurs.

35. Adjustable Search Results (p. 56)

• User Impact: On the search results page, users can now adjust column widths and text wrapping, and sort results more easily.

36. Salesforce App Development (p. 495)

Business Impact: With a focus on source-driven development, the new features of the Salesforce Developer Experience (Salesforce DX) make it easier for developers to build together and continuously deliver. These features can be used with open and standard tools, including Git, Selenium, VS Code, and Eclipse.

37. Debugging Log Events (p. 557)

• Admin Impact: Debug processes and flows that subscribe to platform events with the latest debug log events.

38. Proxy.salesforce.com Retirement (p. 474)

• Admin Impact: Proxy.salesforce.com usage with SAML Single Sign-On has been retired with the Winter ’18 release. You may need to take action to prevent disruption to your Salesforce service.

39. Quip Documents (p. 394)

• User Impact: Quip lets you create, share, and collaborate on documents and spreadsheets in Salesforce. There is no need for an external file provider, and you can create Quip Documents that are record-specific.

40. 131 Encryption (p. 131)

• Admin Impact: Protect more of the personally identifiable information (PII) in standard fields on accounts, contacts, and leads. This feature is available in LEX, Salesforce Classic, and all versions of the Salesforce1 mobile app.

Salesforce Winter ’18 Release: Overview

To help our customers gain more value from their investment in Salesforce.com, the Rainmaker team delved into the vast amount of Winter ‘18 Release documentation to help determine the biggest and most impactful aspects of the update. From a business-value and user-adoption perspective, there are many improvements that are note-worthy and exciting.

What’s New for Winter ’18?

Within this winter’s release, Salesforce.com spent its time and energy making enhancements to three foundational pillars:

  • Lightning – There are new elements as well as fixes to existing functionality. Salesforce.com really focused on improving the Lightning Experience (LEX) and helped to define LEX’s value to enterprises who have not yet converted.
  • Classic – New functions within Communities boost the user experience. It’s all about tailoring what your partners see to drive adoption and gain insight.
  • Einstein – Upgrades allow sales professionals and management to focus on those leads which have the best chance to convert to business.

Here’s an overview of what the Winter ’18 Release brings to the table:

New Lightning Experience Features

  • Readiness – The Lightning Experience Readiness Check provides newly published content that helps Classic customers determine why – from a business perspective – converting to Lightning may makes sense.
  • Lead Conversions – Sales reps now have the ability to match leads to existing account, contact, and opportunity records, driving greater productivity by allowing users to create follow-up tasks from one screen.
  • Fun – Emojis are now available in Chatter posts and comments in LEX. This addition gives organizations a creative way to engage team members and clients within communications.
  • Fixes – There are many fixes to Lightning in this release, and we have a couple of favorites: Lightning for Outlook and Dynamic Lightning Pages.
    • Lightning for Outlook – You can now use your Salesforce Classic email templates – in text, HTML, or custom formats – in Lightning for Outlook.
    • Dynamic Lightning Pages – For years, customers have asked whether or not a field can be visible if a certain condition is met. Now, the answer is “yes.” Control what you see with filter conditions and logic to make it easier to drive value and adoption.

New Features for Salesforce Classic and Lightning Experience

  • Partner Communities – If you deal with multiple channel partners, you can now use Channel Programs and Levels to organize them based on your relationship. You can also grant access to resources and features based upon the level to which you classify them, allowing every partner to receive a unique experience. This upgrade helps drive adoption – resulting in better, more concise data. Examples of this new functionality include:
    • Audience Targeting – Your audience is comprised of every partner who consumes your content. New functions allow you to change what your audience sees within your community based on criteria such as city, company name, or title.
    • Dynamic Branding – You can use branding sets to stylize the appearance of community pages for each audience without having to set up individual communities.

Einstein

  • Einstein – Both Salesforce Lightning and Classic users can now get a taste of Einstein Lead Scoring, where sales reps can see their leads’ scores and prioritize them – helping reps concentrate their efforts on the leads with the best potential to close.

 

To date, the Salesforce notes on the Winter ’18 Release include more than 620 pages of compelling information. Is your organization ready to take advantage of the newest innovations? Contact Rainmaker today for more details.