Trending Snapshot with Einstein Analytics

Welcome to an article about articles 🙂 We had good fun discovering Einstein Analytics recently. One of the use cases that seemed to take longer than expected was to provide a visual dashboard to a content manager about the consumption of knowledge articles. The context for it was to be able to organise the workload Read more about Trending Snapshot with Einstein Analytics[…]

Lightning Enterprise Transition

Recently I’ve been involved with a Lightning Transition for an enterprise size Salesforce customer, as unfortunately I still hear that some enterprise organisations haven’t yet made the move. So here goes with some of the process and learnings from my recent involvement in doing so. Context Once upon a time… it started 17/Apr/18 2:43 PM, Read more about Lightning Enterprise Transition[…]

Get the most of your Contacts allowance

From the recent exercise of unfolding Salesforce comercial contracts for Marketing Cloud, we spoke about the concept of Supermessages and how to streamline the use. https://salesforceweek.ly/2020/03/get-the-most-out-of-your-super-messages.html In doing so, it also unfolded how Contacts works and are counted. And with it some of the things you may want to bear in mind in Marketing Cloud Read more about Get the most of your Contacts allowance[…]

Get the most out of your Super Messages

Who doesn’t enjoy unfolding Salesforce comercial contracts? One of the items I have found myself trying to decrypt recently are how exactly ‘Super Messages’ are consumed, something that would be one part of your contact if you use Marketing Cloud. Super Messages are any type of message sent to a customer including an email, CloudPage Read more about Get the most out of your Super Messages[…]

The (festive season) Yōkai of Past, Present & Future

Happy new year ahead! You may be wondering about the title, so here’s some context. Typically there’s the Christmas Carol of the Spirits of Christmas, 3 to be exact: being the ghost of the past, the one of the present and then the future; the story goes something like this… each one takes Scrooge on Read more about The (festive season) Yōkai of Past, Present & Future[…]

Three (and a half) Knowledge things we learnt this week

1) Enabling Article Management Once upon a time whilst troubleshooting how knowledge articles display in salesforce communities, the support team enabled “Article Management” setting within Content Management. That seemed to sort some of the issues faced but what we soon learnt was that when support enabled this for you, there was something else you should’ve Read more about Three (and a half) Knowledge things we learnt this week[…]

Trailblazing is to Inspect & Adapt

We have a bit of a theme going on here: Agile. I must admit that may be my fault! Being a Trailblazer is being a person who is the first to do something; an innovator. And to be an innovator in our ever-changing environment you need to ‘inspect & adapt’. Especially now, as things change Read more about Trailblazing is to Inspect & Adapt[…]

Nicknames: An Open Letter to a Salesforce Product Manager

This post is not only for the Communities Product Manager but to anyone that may be using Salesforce Communities products to date. To give it some context, this refers to the General Data Protection Regulation (GDPR) where as a data controller, a company using the Communities product (and/or any product really), has the responsibility to comply with Read more about Nicknames: An Open Letter to a Salesforce Product Manager[…]

Three (and a half) Social Studio things we learnt this week

Time for another round of the “Three (and a half) things we learnt this week”! This time it’s all about Social Studio recent findings:   1) Hidden Posts You can hide a Facebook or Twitter post in Social Studio on the sections of Engage or Analyze. I often find that it’s a way for users Read more about Three (and a half) Social Studio things we learnt this week[…]

Donald Duck in Mathmagic Land Community Flow

The Context – Imagine an org with… 100% clicks no code 200+ users High service volume To add to this, the org wants to expand the use of cases within communities and have the ability to communicate asynchronously within the case context bidirectionally with the customer. So far so good, right? But… The Challenge A) Visually Read more about Donald Duck in Mathmagic Land Community Flow[…]