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HomeUncategorizedEasy methods to Clear up Prime Exercise Seize Challenges Salesforce Admin Face...

Easy methods to Clear up Prime Exercise Seize Challenges Salesforce Admin Face Every day


Final Up to date on August 17, 2022 by Rakesh Gupta

Dreamforce returns in all its glory for its 20th anniversary this 12 months and as a Salesforce companion, Income Grid is delighted to share this occasion with you. Designed for Salesforce customers, Revenue Grid helps firms with complicated gross sales situations automate exercise seize after which determine and get rid of income leaks with its income intelligence capabilities.

Come meet Revenue Grid at Booth #530, the place we’ll be sharing our data and experience on the answer and the way it solves the principle challenges Salesforce Admins face every day.

43% of Admins and Consultants confronted a number of of those issues within the final 12 months:

  • No reportable information in Salesforce​
  • Compromised safety protocols​
  • Unsynchronized recurring occasions ​
  • Misplaced CRM information after migration​
  • Restricted customization and configurability

Right here’s a fast overview that will help you repair main exercise seize points you (would possibly) face every day and unlock income intelligence performance to your groups.

No Reportable Information in Salesforce

For any supervisor, it’s important to make sure that essential metrics comparable to buyer engagement, gross sales exercise, and communication information are reportable in SFDC and that these reviews are primarily based on full and correct information. The main problem for Admins right here is that captured actions (Duties, Occasions) are sometimes not logged and reportable in Salesforce. Even worse, superior Salesforce instruments like Einstein Exercise Seize can not tackle this problem.

On one hand, it seems that emails captured by EAC should not saved as bodily information in Salesforce. As an alternative, they’re saved on a third-party server (AWS) and proven as digital information on the Timeline and within the Actions Analytics dashboard. The digital information are retained for a most of 24 months or as little as 6 months on Einstein Exercise Seize Normal. As well as, when buyer information is saved on third-party servers, it turns into weak to exterior threats, that means you’ll be able to lose your previous and present Salesforce information when migrating to a different platform.

Alternatively, Income Grid permits Admins to construct correct reviews by routinely capturing all business-related actions. Concurrently, the captured Actions are logged as Duties and Occasions in Salesforce and information is all the time beneath your management. This implies you’ll be able to simply migrate to a different software program with out the chance of knowledge loss. Income Grid additionally permits admins to configure what information could be logged in Salesforce utilizing allowlists, denylists, and customized guidelines.

Vulnerability to Safety Threats

Many firms usually have very strict info safety insurance policies and have to ensure full buyer information privateness. They should host all data-related software program on-premises or on personal servers to make sure that they meet the usual safety and privateness necessities. Even the potential for breaches doubtlessly leaking buyer information is sufficient to deter them from contemplating different tech options as choices. Sadly, in EAC the information is saved on third-party AWS servers, which doesn’t present the usual degree of safety organizations require.

The power to deploy Income Grid on both a personal cloud server or on-premises is exclusive. These deployment choices are usually a requirement in verticals comparable to Fintech, Public Sector, and Healthcare. Income Grid merchandise could be deployed in a multi-tenant mode the place buyer configuration and information are logically separated on the applying and database degree. Additionally, it may be deployed in a personal tenant configuration the place buyer information is bodily separated from some other information.

Income Grid ensures distinctive buyer information confidentiality due to the next causes:

  • Buyer PII information is just not saved
  • Safety critiques at each stage of product growth
  • Automated penetration exams
  • Bodily safety exams of licensed information facilities
  • Unbiased audits
  • Compliance with worldwide information privateness rules
  • Constructed-in audit of actions for Microsoft Change for improved accountability and transparency
  • MS Graph help

Restricted Customization and Configurability

Corporations must streamline their gross sales reps’ productiveness and customise information seize to Salesforce by way of particular workflow automation, the place information comparable to conferences, emails, and attachments would routinely be linked to a number of objects in Salesforce like Contacts, Accounts, and Alternatives.

An extra requirement is a versatile synchronization between Salesforce and Outlook, which has to stop contacts from syncing to Outlook if they don’t meet the pre-determined standards. Right here, Admins face the restricted customization and configurability of Salesforce and that’s the place Income Grid shines. No matter your online business requires, we are able to match our answer to your distinctive necessities​.

Income Grid is totally customizable to the necessities of any enterprise and permits you to:

  • Overcome the issue of a number of “Associated To” relationships in Salesforce, guaranteeing correct reporting and information hygiene
  • Arrange one-way or two-way sync, multi-match information seize, and extra
  • Exclude particular domains and sure object sorts from the sync
  • Apply role-based information high quality filters to stop contacts from syncing to Outlook and guarantee advisors solely obtain contacts related to them
  • Take away occasions with sure standards from the calendar

Calendar Sync that Doesn’t Work

One other ache Admins face every day is the battle between Outlook and Salesforce calendars. Scheduling appears formidable to the top customers as a result of Salesforce’s Lightning Scheduler doesn’t verify Outlook calendar – the calendar finish customers use each day for availability. This creates conflicting occasions in each calendars. The opposite drawback is that synchronization for recurring occasions is just not supported. Because of this, recurring occasions synced from ​the calendar aren’t saved as recurring occasions in Salesforce. They create a sequence of unrelated single occasions, seen solely within the Actions checklist.

Income Grid has Lightning Scheduler Adapter that solves this drawback simply. When purchasers ebook conferences, Income Grid will verify real-time availability in each Salesforce and Outlook calendars, thus eliminating conflicting appointments. The booked conferences will seem each in Salesforce and Outlook calendars synchronously.

Income Grid has distinctive synchronization capabilities that simplify your every day workflow. It:

  • Automates information entry and calendar sync
  • Gives bi-directional calendar sync
  • Auto-syncs recurring occasions between Outlook and Salesforce

For those who’re interested in different Admin challenges Income Grid can tackle or need to see our CRM automation tool in motion, please go to our periods at Dreamforce 2022.

Maria Gordienko is Head of Communications at Income Grid.

Formative Evaluation:

I need to hear from you!

What’s one factor you discovered from this put up? How do you envision making use of this new data in the true world? Be happy to share within the feedback under.


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