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Migrate “External Users” from “Production” environment to other environments in Salesforce

Posted on by Editorial Team

In Salesforce Experience Cloud (earlier known as Community Cloud), sharing access of the Salesforce org to external users is not something that can be done directly. The idea to migrate external users from production to other environments cannot be achieved directly. In order to safeguard privacy, Salesforce has created a way to create profiles for external users so they can access the org.

Salesforce allows you the ease to control authorization for external users and create their profiles so they can access multiple environments from production. 

Control Authorization with Custom Profiles and Roles

You can control and customize the profile of an external user to set the customers you can access your Salesforce org. You need to create a role for the site manager to allow the capability to manage the profile. Following are the steps to follow next.

1. Enter Profile in the Quick Find box and select Profiles.

2. Click Clone next to External Identity User. Enter the name of the profile and click Save.

3. Customize the profile by clicking Edit. Select the checkbox next to API Enabled to give users API access to the org. Then click Save.

4. Set up a role hierarchy to assign a role to the user. Enter Role in the Quick Find box and select Roles.

5. Select Product-based Sample from the drop-down list and select Set Up Roles.

6. Click Add Role. Enter the respective role and click Save.

7. Add the role to the user site manager so it can be modified by the manager. Enter Users in the Quick Find box and click Users.

8. Select the role name and click Save.

Controlling User Access to your Experience Cloud

You can’t simply migrate external users but you can set control access accordingly. You can set the profile of your Experience Cloud to control consumers and partner access. The profile for external users enables single sign-on access to your Experience Cloud site. Once you have added the external user profile, all partners and customers who are assigned to that particular profile will automatically become members of your Experience Cloud. You can also add new users anytime to this profile when they sign up. 

After making the profile, here are the steps to control user access-

1. You need to clone and customize the external user profile as mentioned above in Control Authorization with Custom Profiles and Roles.

2. Next, you need to set up the membership of the site from the Members page of the Administration workspace.

3. Enter Digital Experience in the QuickFind box from Setup. Select All Sites, and click Workspaces.

4. Select Members you need to include.

5. Select All from the search list.

6. Locate the profile you created from the list and click Add. The profile would be added for access.

7. Click Save.

Salesforce would then update the membership for your Experience Cloud. Once it is done, site members will receive an email from Salesforce.

Enabling authorization and controlling user access ultimately allows you to create profiles for external users through which they’ll be able to access multiple environments in Salesforce. Learn more with experts at 360 Degree Cloud.

Field Service Lightning Mobile Extension Toolkit (Beta)

Posted on by Editorial Team

For any field service organization to be successful, it is important to give ample attention to the management. Managing the field forces and service technicians can be one of the most challenging operational tasks. But thankfully, Salesforce Field Service can make it all easier. Whether it is about managing the entire mobile workforce, tracking job status and labor hours, or managing transactions, Field Service can make it all possible and now in a better way with Field Service Lightning Mobile Extension Toolkit, which is in beta version as of now.

To make the management easier, Salesforce came up with Salesforce Field Service Lightning mobile app. This mobile extension for FSL is the one-stop solution to add advancement and additional functionality to make on-site job management easier and efficiently manage your mobile workforce. 

With Winter 21 release, Salesforce provided ease to developers to create their own HTML-based mobile extensions for native FSL App. The feature of FSL Mobile Extention is currently in the pilot. We can expect some more changes and updates from Salesforce until it goes functional.

Why Do We Need Field Service Lightning Mobile Extension Toolkit

While working with any Salesforce mobile app, you need to consider several limitations and considerations that come along to design a use case. FSL provides its end-users with a wide variety of choices of types of actions to be performed. These features are built natively on Salesforce via flows or standard quick actions.

But currently, FSL comes with a limitation. Currently, you cannot build a fully customizable flow that runs aura components or a lightning web component in the background. So, you need to consider using FSL Mobile Extension Toolkit to use your custom screens with fully customizable user interface flows

Limitations of Field Service Lightning Mobile Extension Toolkit

FSL Mobile Extension Toolkit has some of the following limitations.

  • There is no native testing or debugging mechanism currently. Desktop testing is not supported. You can also perform debugging with Mobile extension WebView.
  • It doesn’t have any support for native lightning data service and lightning elements. You can only use pre-defined FSL methods.
  • There is no support to call native apex methods. It can only be done if apex methods are exposed as rest service in the apex rest resource. 
  • There is a restriction on the reference of third-party links. You need to download third-party scrips and add them to the current zip artifacts to make it work.

The functional version of the Field Service Lightning Mobile Extension Toolkit is still to be launched. It can be expected anytime in future releases. Contact our team to stay updated on what comes next in FSL.

Using Data to Future Proof Manufacturing Businesses

Posted on by Editorial Team

Ongoing innovations in the manufacturing sector have inspired companies to digitize their operations and find ways to sell and track products online. The digitization of manufacturing businesses has made get ready to embrace large-scale change that would possibly come in the near future. And the idea behind this is to future-proof manufacturing businesses by making the right use of data gathered through systems.

Factors like customer-centricity and agility have never been more important for manufacturing companies. Whether it is improving marketing strategies or volume pricing or planning, everything needs to circle around customers. And the best way to do that is to use data to understand and serve customers better. 

How to Use Data to Future Proof Manufacturing Businesses

Data is an asset for any company. For a manufacturing business, it is the key to analyzing customers, suppliers, material, and productivity. But to make the most of it, companies should know how exactly to use it for future-proof manufacturing businesses. 

1. Maintain a Single Source of Truth

For years, manufacturing companies have been making product-centric investments focusing on proving production, quality, and supply chain. But it’s time to give equal attention to end-to-end customer experience. The key to getting more closer to customers is to know them and for that, you need to track data in a single view.

Future-ready manufacturing companies use a single source of truth like Salesforce CRM that helps to integrate employee and customer interactions. This helps to remove divisions across manufacturing companies and keep different departments aligned on the same platform and data. 

2. Embed Loyalty and Rebate Management Programs in Salesforce

When it comes to the manufacturing value chain, channel partners are the key members. Thus, manufacturers have to work on engaging partners in ways that could result in driving more loyalty. 

The need here is to create incentive programs to help create a relationship that goes beyond discounts and focuses on building lasting relationships. What companies can do is to connect loyalty and rebate management programs with Salesforce. This will help employees understand what kind of incentives will resonate across the partner lifecycle.

3. Stay in Front of Customers

For a manufacturing business to be future-ready, the need is to focus beyond sales. Companies can now use different business models to keep the business in front of their end customers. 

This could be done by offering people services like equipment diagnostics, aftermarket parts, vendor financing, and support services. Using this approach will help manufacturing companies nurture brand loyalty and grow revenue. This model is known as servitization and is followed by many future-ready manufacturers.

Future Proof Manufacturing Businesses with Salesforce

To grow your manufacturing business and be prepared for sudden market changes, your company and its operations need to be agile. Implementing Salesforce is your way to get started to inculcate agility in your business.

Using Salesforce to future-proof manufacturing businesses is helpful when you are taking the help of an experienced team that helps you make the most of the CRM. Talk to us and discover how we can make your business future-ready.

Reasons Why Commercial Banking Should Consider Moving to Salesforce Financial Services Cloud

Posted on by Editorial Team

The banking industry has completely transformed and now what matters the most is how a bank is able to deliver personal experiences to its customers and build customer trust. That’s why commercial banking institutions are now moving to Salesforce Financial Services Cloud to deliver a more cohesive and customized customer experience.

Financial Services Cloud helps to connect banking institutions across businesses, geographies, and multiple channels. It helps provide bankers with enhanced visibility into existing opportunities and provides them a 360-degree view of managed and held-away assets.

Reasons to Consider Salesforce Financial Services Cloud for Commercial Banking

Whether it is wealth or asset management, every aspect of commercial banking is complex and requires the management of critical information. FSC helps bankers by cutting down complexity, making it easier to track and maintain leads while simplifying the workflow. Here are some ways FSC helps smooth down operations for commercial bankers.

1. Track Leads and Referrals

With the FSC package, banks would get access to different referral components that will help bankers and advisors to keep an eye on the performance and journey of the referral. A referral will go through stages from creation to conversion. With FSC, Salesforce will automatically create an Account and Opportunity when a referral is converted. This saves time for representatives to manually create an Account.

2. Boost Resiliency

Salesforce Financial Services Cloud offers banks the flexibility to rapidly scale with the changing and growing market trends, without any dependency on physical infrastructure. This also means that the financial institutions would be less exposed to outages and downtime and can respond quickly to disruptions.

3. Automate Tasks with Action Plans

Bankers can use action plans for automating some of their recurring tasks and reduce manual intervention. Creating action plans would save bankers time which they could invest in revenue-generating operations and also help to make sure that the deadlines are met. The feature allows auto-assigning tasks to different team members, ensuring that there is compliance at every step.

4. Leverage Advisor Analytics

With FSC, commercial bankers can access analytics reports and dashboards to gain insights that will help them to make informed decisions and deliver to customer expectations. To access more advanced analytics and predictive alerts, bankers can also use Tableau as an add-on, which is powered by Artificial Intelligence

Salesforce Financial Services Cloud for Commercial Banking

Many banking companies that use Salesforce tend to customize Sales Cloud and Service Cloud to improve their operations and service delivery. But now with Salesforce Financial Services Cloud, commercial bankers can simply access the best of Salesforce features to boost productivity and achieve faster deal closure. 

Learn more about FSC and implement the same in your banking institution with our certified experienced. Contact us to get along with the best-in-industry Salesforce professionals.

Shaping Customer Experience in Banking with Salesforce

Posted on by Editorial Team

Just like any other industry, banking these days faces an urgent need to reimagine itself and work on achieving new opportunities for growth. The need is to deepen customer relationships and give ample attention to customer profitability. Thus, the focus would be on improving customer experience in banking with Salesforce implementation. 

Salesforce helps banks to embark on a transformational journey to give attention to creating personalized and enhanced customer experiences. It helps in making the processes and strategies customer-centric, from sales to marketing and service.

Improve Customer Experience in Banking with Salesforce

When the focus is to work on creating an efficient customer experience in banking with Salesforce, you need to start with customers and work backward. This way you’ll be better positioned to create a great experience for customers. To help you more, we have listed some ways you can make your banking processes customer-centric and improve the experience delivered.

1. Connect with the Right Prospect at the Right Time

Attracting new customers depends on how efficient your marketing strategy is. But for that, you need to have the relevant data. Salesforce helps finance teams to collect different types of data like:

  • Data related to prospects gathered directly
  • Data related to prospects gathered by partners
  • Details on demographics, lifestyles, interests, behaviors, income, etc. related to prospects gathered from other third-party sources.

All this data helps you to understand customer expectations and allows you to reach them through a suitable channel and at the right time. 

2. Personalize Banking Experience

Finance customers expect a hyper-personalized experience these days. Salesforce helps teams to use artificial intelligence-powered tools to manage customer transaction history, channel preferences, digital behavior, and life stages to understand customers better. 

You can use all this data to create personalized services and strategies for customers, thus providing a tailored customer experience. 

3. Enable Data-Driven Customer Interactions

While financial teams track customer insights, it is important to act on them till it is relevant. Work on transforming each interaction into an opportunity to conduct a meaningful customer conversation. 

You need to measure the impact of conducting personalized communication and tailored offers on your business goals and KPIs. Real-time metrics will help you fine-tune with customers and personalize their journeys accordingly.

4. Align your Bank Around Customers

To truly become customer-centric, you need to know your customers in-depth. Salesforce helps you build a 360-degree view of customers, highlighting their product portfolio, key life events, satisfaction level, complaints, and other details.

Having all the information about customers in one place helps you understand your customers in a better way, making the customer experience frictionless.

Deliver Personalized Customer Experience in Banking with Salesforce

Delight customers in banking with Salesforce by putting them at the center of your business. With the help of Salesforce, you can understand your customers better and easily predict their financial needs, so you can always stay ahead in delivering the best product and offers. 

Create rich customer profiles and track smart insights with Salesforce. Contact us to learn about how Salesforce can help to improve the customer experience for your financial institution. 

Integrating Salesforce with Accounting Solutions

Posted on by Editorial Team

With work from home becoming the new normal, companies are leveraging cloud-based technologies to make it easier for teams to access information from multiple devices. And organizations that are already ahead of the curve are integrating Salesforce with accounting tools and applications to get a single view of the information. 

Salesforce integration supports teams with easy accessibility to information, quick collaboration, and better account planning that helps to streamline workflows. Hiring Salesforce integration services is the most common way adopted by companies to integrate their in-house accounting tools with Salesforce and simplify data access while avoiding data duplication. 

Benefits of Integrating Salesforce with Accounting Tools

Salesforce and accounting integration can bring along various benefits. Some of these are mentioned below.

  • Create automated sales invoices
  • Automate workflow for new customer registration
  • Real-time and automated sales report generation
  • Track and manage customer purchase history to facilitate up-selling and cross-selling opportunities
  • Get real-time updates on the most selling products
  • Conduct event-driven synchronization of the customer journey

These are just a few benefits along with increased customer support agent productivity and delivering enhanced customer experience. 

Considerations While Integrating Salesforce with Accounting Solutions

When you have made up your mind to integrate your accounting tools and applications with Salesforce, there are certain aspects that you need to consider. Here are some of these considerations. 

1, Know the Purpose

Your Salesforce integration will only be worth it when you know the real purpose behind it. You need to define the use cases and should also understand the capabilities of the tools you need to get integrated with Salesforce. 

2. Clean the Data

You should know that not all data that you have collected is going to be useful. Any bad data will affect the integration process and its efficiency. Thus, it is important to clean data so you only need to migrate the data that is useful for your business. You can call it labeling the data according to the requirements of the tool that is going to be integrated with Salesforce. 

3. Organizing the Data Structure

It is possible that the data structure of the accounting tool you use can be different from the structure of Salesforce. This makes it imperative to verify that both the data structures are the same before you begin integration and synchronization.

4. Choose Between Static Schema and Custom Objects

When you have to work with dynamic data, you will need custom objects by Salesforce. But for predefined objects and fields, you have to consider using static schema. Custom objects can help you work with complex workflows, but for many companies static schema can be financially fit. Choose between these before getting started with integration. 

Hire the Best Team for Integrating Salesforce with Accounting Tools

Save your team from switching between multiple accounting solutions to find relevant information to manage workflows. Integrate your accounting solutions with Salesforce and get a centralized view of information. 

Bring your accounting systems together in a unified solution. Talk to our certified Salesforce developers to help you improve your accounting workflows. 

Enhance Your Marketing Effort with Pardot

Posted on by Editorial Team

Each company can be different from another, whether in terms of industry or values, but one thing that remains common is the need for marketing. With the rapid digitization, the ways companies have been doing marketing have changed a lot. Companies are leveraging the power of marketing automation and boosting the marketing effort with Pardot. 

Marketers have been using Pardot to get more in the pipeline and empower marketing ROI. They can conduct personalized campaigns and manage the movement of leads through the marketing pipeline. The major functionalities of Pardot include smart lead generation, seamless sales alignment, streamlined lead management, social media integration, and automated reporting.

Pardot Features to Improve Marketing

What makes Pardot an impressive option for marketing automation is the wide range of features that can increase the efficiency of marketing campaigns. Some of the most helpful features are mentioned below. 

1. Connect Campaign

This feature allows you to combine Pardot and Salesforce campaigns that help to streamline campaign management and make the campaign reporting quicker and easier. The feature helps to reduce clutter and also saves time for agents as they can engage with their Pardot prospects without having to leave Salesforce. 

2. Engagement Studio

With the help of Engagement Studio, marketers can visualize the email drip campaign, easily monitoring and tracking the response on it. The feature allows you to perform actions like adding or removing lists, assigning users to the respective group, notifying users, sending emails on their behalf, and much more. 

Using this feature, you can keep your prospects targeted for any specific amount of time with the help of triggers. You can even define rules in Pardot using attributes like tag, rade, status, etc.

3. Dynamic Content

This feature lets marketers provide different personalized copies of landing pages, forms, emails, and websites, and such information to the prospects according to their needs and type of engagement. 

This helps the team to generate personalized content that prospects will find more relatable and intuitive and thus it helps in offering a great experience to customers. 

4. B2B Marketing Analytics

 The B2B Marketing Analytics is the best feature of Pardot and is helpful to maximize marketing and sales efforts. It helps to keep sales and marketing data in one place, which helps to generate quick data-driven action. 

The feature helps to visualize campaign ROI across different campaigns through which marketers can prioritize spending on these campaigns according to their performance and efficiency. 

Get Best Results on your Marketing Campaigns with Pardot

For any business, marketing is a basic need. It is the way you’ll reach your audience and increase the possibility of lead generation. Increase results from your marketing strategies and campaigns using marketing automation by Pardot. 

You need the right team to make the most of all the features of Pardot. Contact professionals at 360 Degree Cloud to learn more about such helpful Pardot features.

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