Attach CSV files to Salesforce Report Subscriptions

Attach CSV files to Salesforce Report Subscriptions

Whether your a Salesforce Admin or User you have most likely set up a report subscription to send yourself or your team a reminder. Perhaps you have one set up for Opportunities with no activity over the last 7 days.

With the latest Summer Release, 20′ people can now select a new option when they subscribe to a report. A new option lets them choose to receive results as a CSV file attached to the subscription email. Check out the screenshot below to see this in action. 

Subscription Image

How do you enable this for your Salesforce? It’s easy.

In Setup, from Reports and Dashboards Settings, select Let users attach reports as files to report subscription emails in Lightning Experience, and save your changes.

What is Salesforce Einstein Opportunity Scoring?

What is Salesforce Einstein Opportunity Scoring?

You might have heard that Salesforce has released some exciting new Einstein features. One exciting feature that customers now have access to is Einstein Opportunity Scoring.

What is Salesforce Einstein Opportunity Scoring?

Salesforce Einstein Opportunity Scoring is a system that uses data science and machine learning to score your sales opportunities so that you can prioritise and act. This feature is provided free to all Salesforce customers.

How does the Salesforce Einstein Opportunity Scoring system work?

The Salesforce Einstein Opportunity Scoring system analyses your closed opportunities (both closed-won and closed-lost) to build a Scoring Model. The criteria that the Einstein Opportunity Scoring Model uses to create the Model are:

    • each opportunity’s record details, history, and related activities (including all standard and custom fields);
    • the related account’s record details and some record history;
    • details about the related products, quotes, and price books related to the opportunity.

The Einstein Opportunity system analyses the Opportunity data and refreshes the Model every ten days. However, Opportunity Scores are updated every few hours.

Are there minimum requirements needed to run Salesforce Einstein Opportunity Scoring?

In short, yes. However, most businesses that have used Salesforce for more than 12 months would easily achieve them, while businesses that have used Salesforce for at least 6 months are already well on the way. If your business uses Salesforce, it can run Einstein Opportunity Scoring as long as:

    • it has 200 “Closed Won” opportunities in the past 2 years, each with a minimum lifespan of 2 days;
    • it has 200 “Closed Lost” opportunities in the past 2 years, each with a minimum lifespan of 2 days;
    • uses the standard Stage field on the opportunity

What do the Einstein recommendations look like?

    • Amount keeps going up
    • Past wins with this account
    • High success rate from this lead source

If you want to set up Einstein Opportunity Scoring for your business, this checklist will help get you started:

    • Run the Einstein Readiness Accessor. Click here to see how.
    • Head over to Setup and type “Assisted Setup” in the Quick Find bar, then choose Einstein Sales > Assisted Setup and follow the prompts.
    • Add the Score field to your opportunity page layouts and compact layouts.

REMEMBER > The more fields completed on the Opportunity record, the more accurate your score.


Task Queues Have Arrived: Here Is How You Can Use Them

Task Queues Have Arrived: Here Is How You Can Use Them

Task Queues is an essential feature that admins and users have been waiting for, for quite a while now. Salesforce recently launched it during the Spring ‘20 Release in response to overwhelming user feedback. It has since proven to be a big hit for a number of organisations that prioritise collaboration and sharing queues for task management purposes. This includes activities such as customer service, optimising existing business processes or rolling out more efficient ones, and generating new sales.

With this highly-anticipated feature, you have the ability to assign tasks to a queue that is shared to a group of users in your organisation. Anyone within that group can take over tasks, and this, in turn, generates work items within a shared pipeline, which can then be addressed in a more effective manner by the team. With this shared workload environment, anyone in your team can pick up where you left off, whenever they have the time to do so. This will save you a significant amount of time, as you don’t need to rely on specific people to do specific tasks, or waste time waiting for a team leader or supervisor to assign specific tasks.

How Teams Can Use Task Queues

The vast majority of organisations’ business workflows require some form of teamwork or collaboration. Thus, minimising delays between assignments or hand-offs, via communications, and in the process of allocations will help you optimise your internal business procedures for the best possible outcomes. Here are some instances in which task queues will play a crucial role in boosting each team member’s performance:

  • Utilising the capabilities of Salesforce, you can create tasks that will be associated with a custom Salesforce object for vacancies in your company. Once you assign such job vacancy tasks to your recruitment team’s queue, anyone on the team can take ownership of a task and begin processing candidates to fill your specifications without any delays
  • A business development specialist sets up a task queue, which will enable any other available member of the sales team to easily qualify the opportunity and close the sale, all without any undesirable holdups
  • When you create automated tasks via Process Builder, and have them automatically assigned to your sales specialists’ queue. This enables your sales team to quickly get in touch with warm leads and establish long-term business relationships with them
  • A customer service rep sets up a task queue and assigns a task for a particular case to one queue that is dedicated to advanced technical analysis specialists. After receiving the required resolution, the customer service rep can rectify the customer’s issue straightaway, without any delays, which may arise from having to wait for additional information. As a result, the team’s KPIs see an increase across the board
  • A sales manager sets up a task queue with members who are sales reps to enable any available team member to follow up on pending opportunities



Further Reading

How To Generate More Leads With Salesforce

How To Generate More Leads With Salesforce

As one of the leading CRM systems on the market, Salesforce enables you to automate virtually all types of lead nurturing and customer management processes. 

To guide you on how to set up your Salesforce org for lead generation, we’ll be going over 4 easy steps that will boost your lead generation campaigns and conversions in a heartbeat.

1. Use the Salesforce Pardot Form Builder.

Form design is an essential component of lead generation. To create a form that your visitors will actually want to fill out, it will need to have the following attributes:

  • The form should be on an aesthetically-pleasing landing page
  • The form must be intuitive and easy to fill out with relevant information

You can easily implement this with the native Pardot Form Builder. Forms are created with a user-friendly drag-and-drop interface, rather than with code. You’ll also have access to features such as Progressive Profiling, Email Validation, Bot Protection, and personalisation.

You can find a step-by-step guide on creating forms with the Pardot Form Builder here.

2. Create a Salesforce campaign for every form on your website.

Once you start mapping out your customer journeys, Salesforce really begins to shine. To map out these journeys in Salesforce, you’ll need to know exactly how you first generated each lead. By default, Salesforce Web-to-Lead forms only capture the name and basic demographics of site visitors signing up. While this isn’t a bad start, it doesn’t tell you the reasons these leads got involved with your brand.

You can fix all of this with a simple hack — create a separate campaign for each form on your website. To do this, simply create your campaigns first and then “associate” each form to its corresponding campaign. You can achieve this by including the Campaign ID and Campaign Member Status on your forms. If you need a more detailed guide on how to do this specifically, you can read a Salesforce article that explains the entire process here.

Salesforce automatically gathers data for every campaign you’ve created and since they’re associated with specific forms, you’ll be getting data specific to each of them. This will enable you to see how many leads each form is generating, how many are converting, and other key metrics.

You’ll also be able to see which form your leads come from. This will let you know exactly why they signed up in the first place, and what type of follow-up message it will take to nudge them further along the buying process.

3. Capture URL parameters to see the path to conversion that leads take.

Building on our last hack, we’ll take this a giant leap further by capturing URL parameters with hidden fields on your forms. This will tell you which page leads are on when they convert, but you can also use this technique to map out the journey they took prior to converting.

Before you can implement this, you’ll need to add these parameters to your URLs. For instance, you can add something like mail_camp=# to the URLs for traffic that comes from your email campaigns. Thus, the URL for a lead who lands on your product page from one of your email campaigns could look like this:


On the other hand, the URL from an organic visit would look like:


After you’ve added these parameters to your URLs, you can create a hidden field on your forms that automatically grabs them and tags them to your leads’ information. So you’ll know exactly which path to conversion every lead took and you can use this information to map out customer journeys in Salesforce and send leads tailored messages, which will be based on the path they’re taking.

This is particularly valuable if you have the same form on different pages.

4. Stop spam with the Honeypot Technique.

To thwart spammers and bots, you might want to enable the CAPTCHA feature in Salesforce Web-to-Lead forms. Although this is one way to approach the issue, you’ll be adding a cumbersome step to filling out your forms for leads.

One simple, but highly effective alternative to this is known as the Honeypot Technique. This involves creating another hidden field on your forms that is designed to catch spam bots. When these bots come across your form, they’ll fill out every field, including the hidden honeypot field. You can then set a rule that blocks form submissions when this field has been modified. Genuine leads will get through with no problems.

To set up a honeypot field on your forms, simply use display: none; in the CSS of the field you wish to hide. Then set a JavaScript rule that blocks submissions when the honeypot field has been filled out. You can also use Leadformly to achieve this, which comes with honeypot fields on all of its forms.

We hope these hacks have given you an idea of the lead generation potential Salesforce has to offer and a few ideas on how to improve the results for yourself.



Further Reading


    Salesforce Pardot: What makes it the real deal?



    Salesforce Web-to-Lead Functionality



    2 Quick Wins Using Web-to-Lead You Can Implement Today



    Associate a web-to-lead to a Campaign


How Does Salesforce Manufacturing Cloud Improve Production, Procurement, Distribution and Revenue?

How Does Salesforce Manufacturing Cloud Improve Production, Procurement, Distribution and Revenue?

Salesforce Manufacturing Cloud is a relatively new cloud designed specifically for businesses in the manufacturing sector. It enables your ops and sales team members to collaborate effectively with a centralised view of client requirements and the market. This, in turn, allows them to successfully plan, predict, and spearhead optimal business operations in a reliable manner. With Salesforce Manufacturing Cloud, organisations are more suitably equipped to fulfil service level agreements, ensuring that clients are happy as they implement more labour-saving workflows.

Common Issues in the Manufacturing Sector

Smart shopping has drastically changed the landscape of demand-driven supply chains. Trends in consumer favourites and demand are difficult to predict, as they are in a state of constant flux. Clients now expect a smooth and reliable transition over several mediums and hardware. That requires a powerful CRM that is capable of generating real-time insights from market data.

In the manufacturing industry, client data tends to be stored across different ERPs and separate spreadsheets. Inefficient communication among departments and siloed data can severely affect a company’s bottom-line performance. Issues such as overstocking, out-of-stock events, client dissatisfaction, and being unable to adhere to SLAs may occur.

As the manufacturing sector requires significant capital, any abrupt fluctuations in terms of demand tend to have a significant impact on operations. Thus, it is necessary for businesses in this industry to stay up-to-date at all times.

Using Salesforce Manufacturing Cloud to Resolve Industry Setbacks

Let us take a look at which specific features can be leveraged to resolve common industry problems.

Account-Based Forecasting Capabilities

This provides a business with a complete, 360-degree view of their customers. With this feature, manufacturing businesses are able to do away with limiting silos and reliably provides forecasts for every account. Any changes in client preferences and other trends are reflected in company data as they happen. This enables departments to stay on top of things and update their forecasts accordingly.

Sales Agreements

This allows businesses to blend the terms of contracts with forecasted business information, which is usually stored in OMSs and ERPs. In doing so, this helps manufacturers make sure that their proposed budgets and revenues are accurately documented. If any changes are made, they automatically show up in real-time. Sales teams also are now able to oversee the entire sales cycle, and have access to data on the number of orders sent and actually processed. Additionally, they have full visibility on the company’s performance in relation to their commitments and SLAs.

Einstein Analytics for Manufacturing

This provides manufacturers with insights out-of-the-box via crucial sources of data, including market demand, the health of the account, penetration of company products, and other KPIs. Account managers can also identify sales opportunities with these data points and proactively enhance business relationships with clients by making appropriate cross-sell and upsell suggestions. Everything has been rolled out on top of Einstein Analytics, which translates into a highly versatile platform that automatically adjusts to the needs of any manufacturing business.



Further Reading

4 Salesforce Security Tips to Protect Your Org From Hackers

4 Salesforce Security Tips to Protect Your Org From Hackers

Considering the rising costs of data theft and industrial sabotage, organisations ought to put robust measures into place to safeguard their digital properties and address potential Salesforce security and cyber security concerns. According to the 2019 Cost of a Data Breach Report released by IBM, the average total cost of a data breach incident amounts to $3.92 million. This further underscores the need to adopt information security best practices and procedures.

Fortunately, Salesforce is an inherently secure cloud-based CRM, so maintaining your org’s Salesforce security and keeping your integrations airtight isn’t too complicated. There are a number of practical measures you can roll out to mitigate security incidents brought on by hackers and user mistakes.

1. Correctly Set Up and Configure Your Network’s Security

Setting Up Network Access for Your Org

You’ll need to configure your trusted IP range for your Salesforce org. This is a whitelist of IP addresses that are allowed to gain access to your org. This list typically consists of your company workstations’ IP addresses and approved VPNs for staff. Anyone who attempts to login with a computer not included in the list will need to take extra steps to gain access, such as two-factor authentication.

To create a new trusted IP range, go to Setup. Then type in Network Access. Under this section, simply click on the ‘New’ button and specify the range of IP addresses you’d like to add.

2. Utilise App Whitelisting to Prevent Data Leaks to 3rd Party Apps

You can also maintain Salesforce security by enabling App Whitelisting for your org. This puts a stop to users mistakenly granting 3rd party apps the ability to read your org’s data. With this feature, Salesforce admins, determine which 3rd party apps may receive access to the org. This particular solution is scalable, as it can be implemented for the entire org for all Salesforce users or for selected users only, if needed.

Enabling App Whitelisting

  • First, the Salesforce admin will need to send a request to Salesforce support to enable this option
  • Once the feature has been enabled, go to Manage Connected Apps. Then click on ‘Edit’ beside the app you wish to whitelist
  • Go to OAuth policies > Permitted Users. Now, go ahead and pick the “Admin approved users are pre-authorised” option
  • Return to Manage Connected Apps, and click on the name of the app you whitelisted. This will take you to the details of the app, where you can add Permission Sets and Profiles

3. Monitor Your Org’s Login History

Monitoring your org’s login history is an additional approach to enhancing your Salesforce security that is relatively simple to configure. With this feature, you’ll have access to the ‘New Login Location Report’.

Accessing Your Org’s Login History

  • Simply go to Setup, and type in Login History.

4. Set Up Two-Factor Authentication for Logins

This is another easy method that will enhance your org’s Salesforce security. Each time one of your users logs in to your company’s org, they’ll be required to perform an extra step to gain access either through entering a code sent via SMS or an app designed to authenticate their session. This Salesforce video here demonstrates how to configure this for your organisation.



Further Reading


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