Salesforce is unquestionably the world’s most popular and, many would argue, the most powerful CRM. The addition of Pardot links sales and marketing in a fluid process that not only increases your ROI, but knocks the socks off of your customers. This is why so many companies have invested in the combined products. But, as we all know, a system is only good if users are using it well. The best Salesforce and Pardot implementations happen when users are trained in the native environment they are using. Any company who chooses to invest in Salesforce with Pardot and not educate its users won’t be able to realize the robust benefits of the platform. We all know the typical excuses. “Not enough time and/or not enough money to train all (or sometimes any) of our users.” “They’ll figure it out on their own.” “The Salesforce Trailhead can teach us/them everything they need to know.”

We get it! For many organizations, post-deployment training is an afterthought. But for a rollout to be successful, training the end users needs to be a parallel process.

At Cloud Next Level we believe that in the end it costs more time and money to have an untrained staff than it does to invest in education.

In a case study JLL VP and Senior Salesforce Administrator Nana Gregg says: “Onboarding new employees or staff members moving into new roles is just as complex as managing the org itself. From a training perspective, we saw the need for a living, breathing knowledge solution that could provide process guidance, when and where the users needed it, right at their fingertips.”1

An investment in Salesforce only works when the workers who have to use the system know how to use it and, more importantly, trust the information coming from it to gain insights and make decisions. This comes from effective training. It’s tempting to train in a learning module with fake leads and contacts and other data, but then you have to rely on users to take what they’ve learned and translate it to the live production environment. At Cloud Next Level, we believe training should include real work with real data. That way, they have already started using the CRM tool when they finish a day of training; it’s much easier to continue using a new tool than to start using it!

At Cloud Next Level, we work with the processes and data in your system to tailor training materials for your needs. Our configurable training packages include in-person trainings, webinars and one-on-one screen share opportunities. This also includes analytics for management to review and address low-adoption users who may need additional help.

Why choose Cloud Next Level to provide training for your company? Cloud Next level is a registered Salesforce partner. Like all partners, we’ve gone through a due diligence review with Salesforce and have been certified by them. We’ve got the knowledge and experience to implement, consult and train you in Salesforce and Pardot. Working with a Salesforce certified partner assures you of a smooth process and knowledgeable trainers ready to take your staff to the Next Level of use.

The post Training your Staff in YOUR Salesforce and Pardot System appeared first on Cloud Next Level.

Field Reference Finder 

Have you struggled with finding a comprehensive list of all of the places a particular field is being used?  The “where is this used” feature in the release is one for all you admins, particularly if you are evaluating a long-established or inherited system. With a click of a button you can easily view all of the references to a custom field, such as references in a formula, layout or Apex class. It’s as easy as clicking the “where is this used” button to see where the field is used. The list will include Field set, Formula field, Flow (query), Reports (Columns), validation rules, Apex Class, Process Builder (criteria) plus many more. Use this information to communicate changes to others who use the field in a formula or other context. And use the information yourself as you’re evaluating custom fields and their need and use.  In this release, Salesforce added support for reports. This may be the feature that you didn’t know you needed, but will prove to be the most helpful day to day, with the Winter 2020 release.

Printable List Views 

This is another one of those simple but extremely useful new functions in the Winter 2020 release. Up until now in order to print a list view you had to go through the frustrating process of viewing the list as a web page and then printing from there with extra clutter and often extra paper.  With the addition of the “Printable View” button you can print what you need without clutter and hassle.  You may not print lists often but you’ll notice this great upgrade when you do.

Enhanced Mobile Security

Mobile Security keeps Salesforce app data safe and users’ personal data personal. With Enhanced Mobile Security you can control a range of policies to create a security solution tailored to your organization’s needs. You can limit user access based on operating system versions, app versions, and perhaps most importantly device and network security. You can also specify the severity of a violation.  Other policies prohibit unsecure behaviors in the app, such as blocking file backups or 3D Touch. And you can log user actions required for your compliance checks, including calls, texts, emails, and screenshots.  This mobile application management comes at an additional fee and is available for the current Salesforce mobile app in all editions, except Database.com, and the new Salesforce mobile app in all editions, except Essentials and Database.com.

Other enhancements to look forward to include:

·      B2C Commerce: On-Demand Sandboxes

·      Journey Builder: Einstein Send Time Optimization

·      Work Rule Enhancements

·      Real-Time Event Monitoring

·      Account Teams and Opportunity Contact Role Enhancements

Looking for more info and help on the Winter 2020 release?   Check out the Salesforce Release website, or go further and earn a new badge by taking the new Winter ’20 Release Trail!

Need assistance enhancing your Salesforce implementation in general?  Cloud Next Level is here for you.   At Cloud Next Level, we help you with all of your Salesforce and/or Pardot needs. Whether you’re already using Salesforce or Pardot and need system improvements, have new hires that need to be trained, or are still working in spreadsheets or multiple systems daily, we can help you take your operations to the next level on the Salesforce Platform. There is no job too big or too small for us – we can help out even in a pinch!  Get in touch with us Today.

The post What To Know About The Winter ’20 Release appeared first on Cloud Next Level.

Relaunch, Returnship, Encore, Second Act, whatever you may call it the fact is that 43% of women with children leave work voluntarily at some point in their career.  93% of these women who took a career break want to rejoin the workforce.   At Cloud Next Level we have been offering Apprenticeship opportunities since day one.  In 2020 we plan to gear those apprenticeships for women returning to the workforce.

We think this is an exciting opportunity to help women by giving them tangible hands on training in the dynamic and growing world of the Salesforce ecosystem.  At Cloud Next Level, we’ve created an apprenticeship program which pairs aspiring Salesforce professionals with experienced ones, giving the hopefuls a chance to learn best practices around Salesforce.  Cloud Next Level understands that returning to the workforce requires some updated technical skills – we’ve got you covered.  We also know that core professional competencies don’t really change. Being in the workforce might be just like riding a bike.  If you’ve stepped away for while there’s no reason that you can’t get back in at the level you deserve.

There are several different skill sets needed to ensure successful projects as a Salesforce supporter. Whether bringing a technical background, or superior organizational skills, there’s a track for every apprentice – Administrator, Project Manager, Business Analyst or even Developer.  Multiple tracks make it easy to match your skills and interests to the job you’ll best succeed in.

If you’re interested in our 2020 Apprenticeship programs get in touch with us a info@cloudnextlevel.com  We’ll keep you informed of when enrollment opens and help you decide if a Cloud Next Level internship is right for you.

The post Cloud Next Level Supports Women Returning To The Workforce appeared first on Cloud Next Level.

Salesforce already offers tools through Service Cloud and Field Service Lightning for dealing with field service. This involves keeping track of employees heading out to perform maintenance for customers. ClickSoftware improves the efficiency and effectiveness of field service organizations and mobile workforces. Its solution modules include scheduling and dispatch, predictive field service, workforce mobility, demand forecasting and resource capacity planning. Bill Patterson, general manager of the Salesforce Service Cloud unit said: “Salesforce Field Service Lightning, built on Service Cloud, harnesses the latest in dispatching, mobile workforce empowerment and IoT technologies to empower companies to connect their entire service workforce on a single, centralized platform. With the combined capabilities of Field Service Lightning and ClickSoftware, Salesforce will be positioned to lead the way to the future of field service,”

Are you looking for a way to improve service efficiency, customer communication and customer satisfaction? Cloud Next Level help you empower your workforce to work smarter leveraging the power of the Salesforce.com platform.

The post Salesforce Expanding Field Service Capabilities With ClickSoftware Acquisition appeared first on Cloud Next Level.