Summit One

When you hop on a phone call or kick off some small talk with a sibling, parent, grandparent, client, colleague, etc., what’s generally the first thing you talk about? Not all of the time per se, but the topic that most commonly comes up? Comment below??? - your thoughts may encourage another project. Isaac Christian made us ponder this thought a bit when he argued that the weather is commonly the first topic of conversation. Maybe an overgeneralization, but he’s getting his PhD in Neuroscience at Princeton, so that ought to count for something?right? The Zero Hour crew took this idea and figured we'd build a Salesforce weather app. Robert Norris Dustin VanCour Jonathan Lynch Miranda McCausland Priya M.Parayil Using some Salesforce Winter ‘25 release updates, we managed to bring current and daily weather forecasts straight into our orgs. This app will use geolocation or address data on a Lead or Contact, retrieve their current or daily forecast based on this data, and display that info on an embedded screen. Want to try it out? Install the package below: https://lnkd.in/gpKgvv8q ***Please note that you'll need:*** 1) Access to a Salesforce org (API Version 62.0) and the latest Winter '25 Flow Repeater features 2) A Weatherbit account: https://lnkd.in/gaRJ8Dvg 3) To change variables in your flows or create a custom label that stores the API key provided to you by Weatherbit DM us if you run into any installation snags.

?? Practical Applications for CRM Analytics Volume 1 - what an incredible session! ?? We're personally filled with gratitude and inspired by the enthusiasm, time, and energy everyone brought to the hands-on exercises. Your dedication to mastering Salesforce CRM Analytics and your willingness to dive deep into practical applications has made this session one for the books. ??? From discussing the ins and outs of leveraging CRM analytics for measuring sales activities post-marketing efforts to the intense focus during the hands-on exercises, it was clear that everyone was there not just to learn, but to excel. Your questions pushed us deeper, your insights made us all smarter, and your participation made the collective experience truly invaluable. But as we all know, the journey doesn't stop here. We're buzzing with excitement for our next session, where we'll take the foundational knowledge we've built and elevate it to even greater heights. ?? Get ready to dive into how we can track and measure full funnel sales activity against marketing efforts using CRM Analytics. We're just scratching the surface with this powerful tool. Stay tuned, and once again, a HUGE thank you to all the participants. Your commitment is what transforms these sessions from good to extraordinary. Let's keep this momentum going and see where our newfound skills take us next! If you or anyone you know in your network is interested in a collaborative Salesforce learning environment then feel free to contact us at www.summitone.io or register below. The latest prompt and more information can be found by following the links in the attached images. https://lnkd.in/gtppRfDC Robert Norris Beth Oaks Dustin VanCour #SalesforceCRM #CRMAnalytics #MarketingOperations #SalesOperations #ContinuousLearning

?? We're gearing up to conquer new heights in sales pipeline management ?? Join us tomorrow @ 2pm PST for an exhilarating Salesforce journey of Enhancing Sales Pipeline Management With Opportunity Forecasting! ?? This prompt and workshop challenges participants to unlock the full potential of their sales pipeline using Salesforce's opportunity forecasting capabilities! ??? Whether you're a Salesforce aficionado or a business leader seeking to optimize your sales strategy, this is your chance to join a supportive community of fellow trailblazers and enthusiasts. ?? ---------------- At Summit One, we thrive on empowering businesses and internal stakeholders to navigate the Salesforce landscape, conquer their goals with varying products, and build self-sufficiency on the platform. During this session, we will equip participants with strategic insights, implementing best practices and empower them to harness Salesforce's opportunity forecasting features. ?? Don't miss out on this opportunity (pun intended) to network, learn, and unlock the true potential of your sales pipeline. Sign ups are still being accepted by going to the link below: https://lnkd.in/gtppRfDC #SalesforceTrailblazers #SalesPipelineOptimization

?? Unlock the Full Potential of Lead Conversion with Reactive Components ?? Salesforce's out-of-the-box Lead Conversion process has a whole suite of features that can be beneficial to Salesforce Users. A couple of our favorites include: ?? Data Integrity: Salesforce Users can easily choose to convert Leads into existing Accounts and Contacts. Duplicate rules ensure data integrity, surfacing potential matches during the conversion process. And if they aren't surfaced, Users can search across Salesforce for existing matches. ???? ? Reactivity & User Friendliness: Salesforce's Standard Lead Conversion is incredibly intuitive, automatically deselecting the alternative option when one is selected. Reactivity at its best! ?? ?? But what if you need to capture more information during the conversion process, like Products, Team Members, or additional decision makers? ?? Or, what if standard duplicate rules aren't enough and you want to surface duplicate results from Plauti or Cloudingo? ?? ?? With Reactive Screen components, you can meet these business requirements, extend the functionality of standard lead conversion, increase overall efficiency...while also maintaining these core features that Salesforce offers. ?? Don't let users get bogged down with data entry. Unlock the power of Salesforce's Lead Conversion and enhance your sales process with a custom solution.???? #Salesforce #LeadConversion #DataIntegrity #Reactivity #CustomSolutions

?? We're Hiring: Salesforce Consultant ?? Remote | ?? Full-time | 4-day work week Join our team at Summit One and guide businesses towards Salesforce success. Utilize your expertise in consulting, administration, and project management to deliver tailored Salesforce solutions to a range of clients across different industries. If you're a Salesforce expert with excellent communication skills, independent problem-solving abilities, and you enjoy work-life balance, then we encourage you to apply and embark on your Salesforce journey with the Summit One Team.

Prompt #7 Part 1: Unleashing the Power of Salesforce DevOps ? What We Learned ?? 1. Understanding DevOps: We kicked things off by demystifying DevOps and exploring its fundamental principles. We covered how DevOps fosters collaboration, automation, and continuous improvement across the entire Salesforce development lifecycle. 2. The Importance of DevOps: We discovered why DevOps is crucial for modern Salesforce development teams. From accelerating release cycles to ensuring quality and stability, we explored the myriad of benefits that DevOps brings to the table. 3. Elements of a Good DevOps Process: We dove deep into the key components of a successful DevOps process. From version control and automated testing to continuous integration and deployment, we discussed the essential building blocks that make up a robust DevOps pipeline. 4. Implementing a DevOps Process with Gearset: We got started with exploring Gearset, a leading DevOps tool for Salesforce, and how it can streamline and enhance development workflows. Next, we’ll be setting up version control in GitHub, it’s integration with Gearset, and learning how Gearset can revolutionize the DevOps journey.