This issue gives you time-saving Salesforce® tips and resources, as well as our latest app news, and more!
Fall is a perfect time to get outdoors and take in the changing colors. And spending time outdoors is also a great way to increase productivity. In fact, the Harvard Business Review found that when employees spent time outside in the evening, they were more productive the next day.
Be sure to check out our updates, tips, and resources on how to increase productivity with our Salesforce apps in this issue. One update we’re excited about is our new Milestones PM+ Agentforce Extension—more details about this are in the App News & Updates section below.
Having to engage in an audit of any kind can be a bit overwhelming. Some audits (like tax audits) can be especially frightening, but as a general rule doing any type of audit can be a chore. Auditing the quality of your Salesforce data is no exception to this general rule. Read: Running Data Quality Audits of Salesforce Records—Easier Than Ever.
Projects bring together people from different departments with a range of experience, skills, and perspectives. But if an organization doesn’t have a system in place to facilitate team coordination, there can be misunderstandings. When teams understand what needs to be done, responsibilities, and goals, it helps them with productivity and focus.
Read: How Project Management Can Help Reduce Conflict & Improve Collaboration.
Now you can use our free project management app, Milestones PM+, to get answers on different features, ask questions about different release versions, and more. With the Milestones PM+ new Agentforce extension you can:
Stay tuned for more information about this update!
The agent pulls from all available documentation, including knowledge articles and release notes. See images below.
Milestones PM+ is a cross-industry, native, project and process management solution for Salesforce. Milestones PM+ gives you instant 360-degree visibility to projects, tasks, programs, milestones, time, risks and issues, and resources in your CRM.
A notification feature will now send an email to the user when a scheduled Cleanup Rule is unable to run due to free limits being exceeded. To see the full list of updates, go to Data Quality Helper Release Notes v2.12.
Data Quality Helper v2.13 includes an upgrade that enables more object types to be supported by Data Cleanup Rules, as well as an in-app link to view recently deleted records by Data Cleanup Rules.
The image below shows Data Cleanup Rules and the link to View Deleted Records.
With Data Quality Helper, Salesforce users are notified when bad or duplicative data is entered based on criteria chosen by Admins. This ensures users are entering or updating complete, correct, and non-duplicative data. Hard or Soft Customizable Data Validation & Duplicate Resolution Rules empower Admins to create reminders and warnings for users, which are displayed when certain criteria are met. In addition, Data Cleanup Rules let Admins easily manage data storage and automate a record deletion strategy.
Lookup Helper Settings that use a child filter and run asynchronously will now use fewer resources and will process faster in most scenarios. See Lookup Helper v10.23 for all the updates, including efficiency improvements to settings that run in real-time and use child filters.
The View Deleted Records link is shown in the image below.
Lookup Helper gives you better visibility and insights to your Salesforce data by automatically relating records. For standard and custom objects, it allows you to organize your data by geographic location, time-frame, industry, or any other data category.
Considering implementing Data Cloud or Agentforce, or both? Need an add-on like CPQ, Field Service, Pardot, Quip, and maps? We're here for you. We can help you make the most of your investment — from initial setup and customizations to automation and analytics. Since 2008, our apps and development services have been trusted by Admins and developers for building solutions on the Salesforce platform. Whether you’re planning a Salesforce data migration, enhancement, or back office app integration project, we’ll deliver on your vision. It starts with a free 60-minute consultation with our development team to talk about your project vision.
Your feedback and reviews are important to us as we continue to add more features, usability improvements, and functionality to our apps!
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