Salesforce.com Summer 16 – Sales Cloud New Features

The New Features of Sales Cloud in Salesforce.com Summer 16 are mostly related to Lightning. Salesforce.com is now releasing new improvements in Lightning version only. Here are some of the major changes to Sales Cloud in Salesforce.com Summer 16 release:

Changes to Salesforce Editions

Salesforce has come down to three editions – Professional, Enterprise and Unlimited. With this change more features like Offline Connect, Contracts, Console and Limited Functionality of Entitlements is available with Professional Edition. Knowledge and Live Agent are now part of Unlimited Edition of Service Cloud. [Read more…]

Odd Even Assignment of Records in Salesforce.com using Workflow Rules

Odd Even Assignment in Salesforce.com using WorkflowsHave you encountered the requirement where you want to assign all Even numbered records to one person and all Odd records to another? Here is a simple solution using the workflow rules that can help. You can use this on custom objects or even on objects that do not have Assignment rules. The requirement can also mean assigning the alternate records to two persons. This is similar to Round Robin assignment to two persons using workflow rules.

Lets define the requirement as:

Assign all records of an object that are of even number to “Joe” and odd number records to “Mary”. The odd or even number can come from a custom field “Record Number”.

[Read more…]

7 Coolest Lightning Features of Sales Cloud in Spring 16

Salesforce.com spring 16 Lightening features

Just watched the Release Readiness Live webcast of Salesforce.com for Spring 16. Andy Kung, Meredith Brown, Kayvaan Ghassemieh, Marcus Torres from the Sales Cloud Products Team have given a great preview of what cool features are going to come in Spring 16.

The focus obviously is on Lightning and that is where most of the cool things are happening. In this post we are summing up some of the coolest features to be released in Sales Cloud on Lightening in Spring 16 release. [Read more…]

5 Ways to Connect Sales to Finance with Salesforce

This post lists five different ways you can connect your Sales team to your Finance team if you use Salesforce. No solution is explicitly better or worse, but depends on your company’s needs, size, growth, and all sorts of other factors. Please contact Dhruvsoft if you’d like a personal recommendation based on your needs. [Read more…]

What is new in Salesforce.com CRM winter 15 – Sales Cloud

Manage Sales on the Go – Much better than earlier

With the Salesforce1 app, your users can stay current on their most important records, activities, and conversations while out of the office. The new release comes up with enhancements that will help you use mobile all much better than earlier. [Read more…]