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Enhance Salesforce Files and Attachments

FileTree for Salesforce is a new and powerful addition to Salesforce Lightning. This application provides intelligent visibility into files and attachments across an account hierarchy. A Salesforce administrator can quickly install and configure with clicks and not code.

FileTree is placed on to any objects page layout, and it will natively “roll up” attachments and files from related record and their records. The application allows the admin, to set up complex “roll up” designs in the background that provide users with contextual file access and visibility.

By providing your users the ability to view and access attachments and files on a parent record, from related records, you provide a more fluid less restrictive experince for them to process work. 

Salesforce Administrators can configure data relationships to roll up files from child, grand child and their related lookup relationships.  

Why you should have Salesforce Managed Services

Small to medium business owners are driven by a wide range of variables. Some are interested in greater flexibility while others are pursuing a life-long passion. However, all companies are in business for one core reason — to turn a profit.

In order to truly impact revenues, companies need to focus on everything from sales management to lead tracking. This is why many businesses have invested in Salesforce — but has this tool become more of a headache than a powerful tool? That is why many companies are now investing in Salesforce Managed Services from providers like CloudyinCalifornia.com .

 

 

 

 

1. Access to highly experienced professionals

Although business owners can learn how to effectively utilize Salesforce over time, to experience true growth, insights are needed now. By partnering with an expert Salesforce Integrator, these businesses can focus on core operations. In turn, this will not only cut costs but also boost productivity.

3. Accountability

Providing companies with guaranteed quality of work, Salesforce Managed Services providers are confident in their ability to perform. In that sense, businesses can hold them accountable in terms of their level of service. For example, are they responding as they should? Are they rectifying common issues? A service-level agreement simply provides another level of performance reassurance.

2. Best practices

When working with a professional Salesforce Managed Services team, business owners will instantly gain greater peace-of-mind. This is because an expert team will provide the level of guidance needed while ensuring best practices for long-term success.

4. Long-term vision

Allowing companies to leverage the latest sales trends, Salesforce Managed Services support the long-term vision of a business. From social selling to email outreach, Salesforce Integrators adopt a wide range of techniques and strategies to maximize operational efficiency. In turn, this supports sustained growth as companies reach key milestones.

5. Affordability

Yes, dedicated Salesforce specialists are highly experienced and can analyze the vast needs of a business. However, their services cost a premium. In comparison, a Salesforce Managed Services provider allows companies to have a predictable monthly spend with dependable support and growth. This level of flexibility makes Salesforce support much more flexible and affordable. By outsourcing this service, businesses also save money on in-house training and staffing.

Looking to get more leads and make more insightful decisions? See how Cloudy in California can help you automate sales and track the overall effectiveness of your strategies while accelerating company productivity today!

Opportunity Product Groups with No Code

Product Groups with Salesforce Flow

Recently we encountered a customer who sold almost all of their products in groups or bundles. The use case was that each product could be sold individually or within a predefined group that included multiple product line items. This functionality is not included in the Salesforce Sales Cloud. However, with some creative declarative development (no code), it can be done.  The user experience is straightforward. On an Opportunity, the user adds a standard Salesforce product that represents the group. Upon save, the user immediately sees all of the products from the group automatically added to the Opportunity.

Magic? Actually, it’s a Salesforce Flow that leverages a couple of custom objects designed specifically to set up the Product Group and then creates the Opportunity Line Items using the data from the custom object records.

What it looks like

Element 1: Lookup the Opportunity Line Item that is kicking off the Flow and grab the Pricebook Entry ID, the Product Group ID and the Product Group Quantity and store them in variables.

Element 2: In the second lookup, we use the Pricebook Entry from the Id stored in the variable collected at the start and grab the Pricebook Id and store it in a variable.

Element 3: Using the Id stored in a variable from the start, Fast Lookup the Group Line Items from the Product Group record to create a collection variable. This step stores the Product ID, the Quantity and Price from each Group Line Item record related to the Product Group.

Element 4: This is the loop that cycles through the Group Line Item collection variable and assigns Opportunity Line Item records to a SObject variable.

Element 5: This record lookup grabs the specific Pricebook Entry Id for each Line Item comparing the Product ID from the Group Line Item in the collection and the Pricebook ID stored from Step One.

Element 6: Now we build the Opportunity Line Items by assigning the fields identified in the Variable Collection for the Opportunity Line Item with Variables collected in the prior steps. This sets the Pricebook Entry ID from Element 5, Quantity and Price from Element 3 and the Opportunity ID from the beginning of the Flow.

Element 7: This step assigns the records created in the prior step to a new SObject Collection Variable.

Element 8: This step creates the Opportunity Line Item records using the SObject Collection Variable from Step Seven.

Create

Custom Object: Product Group

Custom Object: Product Group Line Items

The first custom object is named Product Group. It’s a record that represents a group of products and is related to a Product Record that the user adds to kick off the automation.

Opportunity Product Groups with No Code

The second custom object is named Group Line Items. These records contain the information necessary to create the Opportunity Line Items from the Flow: Quantity, Price, and a lookup to the Product.

Opportunity Product Groups with No Code

Here we can see the Group Line Items related to the Product Group Record.

Opportunity Product Groups with No Code

The last part of the set up is creating a Product record that has a lookup to the Product Group record. This is how we provide the user with a way to add the Product Group to the Opportunity and set the Pricebook information that is used in the Flow.

Opportunity Product Groups with No Code

The User Experience

 

In the example, the user wants to add the 2 Diesel generator with portable installation and the Gold SLA. Instead of adding three different products to this Opportunity, the user will only have to add one.

Opportunity Product Groups with No Code

The user clicks Add Products.

The user selects the Product that represents the desired group.

Opportunity Product Groups with No Code

The user edits the products

Opportunity Product Groups with No Code

Note: We’re leaving the price at $0 because the Product Group Line Items dictate the Price and Quantity for each individual item in the Group. You can configure it the opposite way where the Group Line Item records have no price and the Product that represents the group has the Price. Also the Quantity here will affect the quantity of the line items added. If you put two of this product, each line item quantity will double. Since this is a 2 Diesel product group there are two Diesel Generators in the group. If a user selects this Product and changes the Quantity to 2, then 4 Diesel Generators will be added to the Opportunity.

 

After the user clicks Save on the Edit Products Screen – BAM! The magic happens. Each item from the Product Group was added to the Opportunity by the Flow as detailed in the Group Line Items.

Opportunity Product Groups with No Code

 

Location

801 10th Street – 5th Floor Modesto,California

415-604-1400

Announcement: Cloudy Sponsors Tahoe Dreamin’ 2018

Three Reasons to goto Tahoe Dreamin’

Tahoe is beautiful. If you haven’t been, Lake Tahoe is one of the many gems we have in the United States. A high mountain environment that provides a diverse set of experiences. I have lived here, it is amazing.

Salesforce Community Leaders +
Snow +
Casinos + Skiing =
Nothing Bad Here

This is going to be the last year for Tahoe Dreamin’ in … Tahoe. It isn’t the last because it isn’t amazing, I was there last year and it was.. amazing. Its a wonderful environment to learn, engage and meet like minded Salesforce people from around the globe.

A New Salesforce User Group in Modesto,California

I am excited to announce that Salesforce.com approved our application to create and organize a sanctioned Salesforce User Group in Modesto,California.

Why Modesto you might ask? We are centrally located in the middle of California. Cities like Lodi, Stockton, Tracy, Modesto, Merced and the surrounding areas need to have a place to go to learn and grow on the Salesforce Platform. The goal is to become the nucleolus of our area to support individuals and organizations wanting to leverage it.

Having traveled this great country I have attended countless Salesforce User group meetings and events, my hope is that I bring a little bit of each of those events to every one of our meetings. I know it will be slow going out here, but I am up to the challenge.

What Dreamforce 2017 Was & Wasn’t

What Dreamforce 2017 Was & Wasn’t

Is Was ..

Yet another world class event that only Salesforce.com could put on.  Think about it, what other corporate conference has the combination of robust attendance, brand enthusiasm, learning and a social message…. only this one.

I think this was my 6th Dreamforce and I am always amazed at the positive energy that every single participant has, I mean everyone is positive and excited about the future.  The entrepreneurial spirit is on full display with businesses big and small releasing new features and products with the hopes they will fill gaps and add value.

A Dreamforce where more companies had multiple booths, and the normally large sponsors like DocuSign and Apptus were clearly not dominating the floor space like they once did.  What does that mean? Probably many things, but I will leave it to you to draw your own conclusion if you attended.

A great time to meet with our clients from around the country, reconnect with my friends and strategize with my off shore teams.

It Wasn’t

A waste of time, correct it wasn’t a waste of time.  Nor was it worth the normal full price ticket to get in, sorry Salesforce – it is just priced way to high, especially for a company that is clearly dominating with positive financials and stock prices.

With the evolution of Trailhead more and more training can be done at your desktop vs. sitting in sessions at Dreamforce and thus you have devalued one of the reasons to pay the big money for a full ticket.

An event you should goto without a plan.  In order to get the most out of the event and your $$, it is very important that you plan months in advance.  I started setting up meetings about 8 weeks prior and booking meals or coffee with people that I needed to get to know better.  Hope is not a strategy .. you better plan.

 

“Yo man, this is the best ice cream I have ever had, I have to get more” Chris Federspiel of Blackthorn.io

As always it was great to catch up with my buddy Chris, as you can see above he was all about the ice cream runs.  It was really cool to learn a bit about Smitten’s journey, I admire entrepreneurs that really take risks which result in success.

Meetings

Trips to Smitten Ice Cream

Nights

Miles Walked