24 Matching Annotations
  1. Aug 2024
  2. Dec 2023
  3. Nov 2023
    1. 36% of Salesforce customers that have bought other companies’ cloud products – like Service Cloud, Sales or Marketing Cloud – have also purchased Community Cloud. In addition to that, 21% of respondents intend to purchase Community Cloud in the very near future. If this is true, more than 50% of the most active Salesforce customers will use Community Cloud actively for their business needs very soon. And all of that within two years of the product launch!

      These numbers suggest a growing preference for Community Cloud among Salesforce's most active user base, so that underscores a substantial opportunity for businesses to enhance their Salesforce experience through Community Cloud integration.

    1. For all data to be in one place and for effective management of all the processes, as well as streamlined idea implementation, the Idea Management System is created. This is a digital platform designed to improve the process of generating, evaluating, and tracking ideas. It provides a centralized location where users can submit their ideas, and where managers can review and evaluate them. IMS tools also provide valuable analytics, allowing managers to track the progress of ideas and identify areas for improvement.

      Similar to the Idea Management System (IMS) discussed earlier, the Partner Portal serves as a centralized digital platform. Its purpose is to enhance the partner program by providing a unified space for partners to engage, collaborate, and access resources.

    1. In a recent report into what tech partners want, 58% of partners cite a lack of communications as a factor in why partnerships don’t reach expectations. Communication challenges include channels and frequency.

      The report highlights issues with channels and frequency as primary communication challenges. Ensuring a streamlined and efficient communication process within the partner portal is crucial for overcoming these hurdles. It's evident that resolving these communication issues is fundamental to fostering successful tech partnerships and optimizing the overall effectiveness of the partner program.

    1. Accessing Ideas in the Salesforce Lightning Experience (LEX) has become increasingly challenging for users, as they are required to switch to Classic in order to access ideas on their online community. This process of switching back and forth between Classic and Lightning is highly inconvenient and poses a significant hurdle for Lightning users.

      The current challenge of accessing ideas in Salesforce Lightning Experience (LEX) hinders this objective, forcing users to inconveniently switch to Classic. This disrupts the flow of feedback, slowing down the process and creating hurdles for Lightning users. To optimize the system, it's essential to streamline idea access within Lightning, eliminating the need for users to switch back and forth.

    1. For search engines to find your site, it must be at the root level. If your site is not at the root level, meaning it has a URL prefix, you need to create a root site and submit the sitemap accordingly. This is crucial for proper indexing. Please note, The address for a root-level site has the format https://site_URL.

      If your site has a URL prefix, it's crucial to create a root site and submit the sitemap accordingly. This step is pivotal in facilitating proper indexing. Take the time to establish a root-level site to enhance your SEO strategy, making it easier for search engines to discover and rank your Salesforce Experience Cloud site. This small but critical adjustment will significantly boost your site's overall search engine performance.

    1. Salesforce provides a set of cloud-based resources so you can build your own applications and websites easily, cheaply, and fast. This is where Salesforce Experience Cloud comes in. Experience Cloud allows you to create branded sites connected to your CRM without writing code, thereby addressing different purposes and achieving multiple online objectives. Eliminate worries about which infrastructure, operating systems, or development and deployment tools to use. With Experience Cloud, you have everything you need under one roof.

      It's a user-friendly and cost-effective solution, not only from a development perspective but also makes it easier to deploy changes like adding site languages, access permissions etc.

    1. Salesforce promotes Einstein GPT as the world’s first generative AI tool for CRM. Built on the GPT-3 (Generative Pre-trained Transformer) architecture and integrated in all of Salesforce Clouds as well as Tableau, MuleSoft, and Slack, Einstein GPT is capable of generating natural language responses to customer queries, creating personalized content, and even drafting entire email messages on behalf of sales representatives.

      Curious to see how AI automation solutions may complement with the Experience Cloud Products

    1. If you want to give your site members access to your Content Libraries, you can use the Libraries component, which is available in templates such as Customer Service, Build Your Own (Aura), Partner Central, and Customer Account Portal. Once the component is added, site members can view and open the libraries they have access to, either in a list view or a tile view.

      I've been exploring Salesforce Experience Cloud recently, and it's great to know that I can easily grant site members access to our Content Libraries using the Libraries component. This feature makes it easier to access the resources they need.

    1. To fully optimize your partner portal’s potential, consider incorporating the partner marketplace functionality. Create a platform to easily find and engage with partners and also find their products or services.

      Integrating partner marketplace functionality can realy enhance partner engagement and simplify the process of finding their products or services

  4. Oct 2023
    1. Out-of-the-box, Salesforce gives you ten pre-built, customizable templates to choose from. Let’s look at the most outstanding ones, summarizing their features and benefits.

      Good - Salesforce's template options seem like having a toolbox for the website. No need to be a coding or design guru, these templates provide a great starting point tailored to my business needs.

    1. With Salesforce Experience Cloud Builder, you can create custom online spaces for a variety of business processes without any coding required.

      Creating a page with Salesforce Experience Builder is straightforward:

      Go to the Pages menu and click 'New Page.' Choose between standard or object page types. Select a layout, pre-configured or custom. Drag and drop components onto the page. Add components from the AppExchange if needed. With Salesforce Experience Builder, you can create custom online spaces without coding.

    1. Salesforce Einstein chatbot GPT features & capabilities

      How Einstein GPT Differs from Einstein AI: - Einstein GPT is an evolution of Salesforce's Einstein AI technology. - It combines proprietary Einstein AI models with ChatGPT and other language models. - Focus of Einstein GPT is on generating natural language responses and content. - Einstein AI, on the other hand, is more focused on predictive analytics and machine learning. - Integration-wise, Einstein GPT can be integrated with other AI technologies like OpenAI. - The combination of Einstein AI and GPT technology enhances efficiency and customer experiences.

    1. Follow these step-by-step instructions to enable Global Search in Salesforce Experience Cloud:

      To enable Global Search in Salesforce Experience Cloud:

      In Experience Builder, go to the Pages menu and search for 'Search.' Delete the standard Search Results component. Drag and drop the Global Search Results component onto the canvas. Customize search results by adding searchable objects. Save, publish, and test your Global Search. Global Search streamlines the search process and improves productivity for community users.

    1. Meanwhile, here’s the Salesforce Winter release schedule:

      For the Salesforce Winter '24 release, here are the key dates:

      Salesforce Winter release dates vary based on your instance. Check Salesforce Trust for your instance's specific release date. Salesforce Winter release schedule starts from September 1 to October 13. August 16: Access preview Winter '24 release notes. August 21: Sign up for a pre-release org to test new features. August 24-25: Sandbox upgrade for experimenting with new features. August 25: Access Winter '24 Release Highlights module on Trailhead to learn more

  5. Sep 2023
    1. By incorporating the Navigation Menu component into your Salesforce Experience Cloud website, you can expand the scope of your navigation beyond conventional topics. This component allows you to include a diverse range of items in your navigation menu, such as Salesforce objects, topics, pages within your site, external URLs, and menu labels

      A well-structured navigation menu can significantly enhance user experience, making it easier for users to find the information they need and interact with the community.

    1. The same thing applies with lead assignment rules Salesforce – you can define which users will be assigned leads that come from your website and which users will be assigned leads that come from social media.

      By automating this process, businesses can ensure that leads and cases are handled promptly and by the most suitable team members, improving efficiency and customer satisfaction.

    1. Custom Labels that are installed as part of a managed package cannot be edited or deleted due to the restrictions of managed packages. However, you can still override the existing translations for these labels.

      This flexibility ensures that businesses can tailor the platform to their specific linguistic needs, even within the constraints of managed packages.

    1. Data categories in Salesforce Knowledge are used to logically separate articles and to filter the knowledge base.

      By categorizing articles, users can quickly locate relevant information, making the knowledge base a more effective and user-friendly resource.

  6. Aug 2023
    1. MFA Salesforce setup is not mandatory for your company’s Experience Cloud sites, employee communities, help portals, or e-commerce sites/storefronts. You have the flexibility to choose whether or not to activate MFA for Salesforce Experience Cloud external users accessing these sites. External users can be identified based on the following types of licenses:

      Implementing MFA is a proactive approach to ensuring that even if a password is compromised, unauthorized access can still be prevented.

    1. Salesforce Experience Cloud serves as a comprehensive platform that enables you to create various digital experiences, such as partner portals, volunteer communities, support portals, customer communities, and more. It’s a space that empowers your users to stay up-to-date with the latest information, access valuable resources, communicate with each other, provide feedback, or contact you to resolve their issues. Therefore, utilizing such an environment to host events will undoubtedly revolutionize the way they are managed and experienced.

      Interesting, should investigate this later, must be worthwhile

  7. Jan 2020
    1. Lightning Platform allows you to build employee-facing apps to customize and extend your Salesforce CRM. With Heroku you can go even further, building pixel-perfect applications for your customers in open-source languages like Java, Ruby, Python, PHP, JavaScript, and Go.

      Lightning: internal apps, employee-facing<br> Heroku: non-internal open-source apps, taking advantage of organization infrastructure and data

      Of course, if not all employees are Salesforce users/licensed, then a "non-internal" app could still be an organizational app, but without having to secure expensive Salesforce licenses. Also, if one wanted to build an external "customer" engagement community it could be done without needing a Salesforce Community and associated community licenses.