The Weekend Picklist: Optimizing your Salasforce UI, how much Project Managers earn, and more!

Every weekend, we’ll be delivering our top headlines – highlights from the previous week for you to enjoy with a cup of coffee!

1. Salesforce Project Manager Salary Guide 2023

?Ever wondered how much Salesforce Project Managers earn??From entry-level to the more experienced, this is a role you can get your ‘teeth into’, but are you the right candidate??

?Let’s begin with the obvious, there are unavoidable factors that will influence salary (such as?geographic location and the company you work for). But, there are other factors that can help you climb to higher income brackets.?

?Experience is the key - so, don’t underestimate your previous project management experience. Don’t discount your skills, as you’ll be surprised at what’s transferable. As with any profession, the more experience and responsibility you take on, the higher your salary will be.

?Whether you’re an Admin, Developer, Consultant, or Business Analyst - if you don’t have a Business Analyst on hand, you’re ready to take on some project management responsibilities.?

?Showing you want to upskill, whether by experience or studying for certifications, you could be more desirable to the organization you’re part of (or planning to be part of).?[Read More]

2. 5 Tips Every Salesforce Admin Needs in 2023

With every release, Salesforce showers us with new features and enhancements to explore – but with so many choices, where do you begin??As an admin, it’s your job to not only review these new features, but also to hand-pick which ones will benefit your org and ROI:?

1. Flow Builder: Ever since the retirement of Workflow Rules and Process Builder was announced, admins everywhere have been arming themselves with Flow Builder skills to stay on their A-game.?
2. Permission Sets: Permissions on Profiles is another retirement admins need to brace for. Items such as Tabs, Apps, and Record Types are moving on to Permission Sets. But as of Spring ‘23, there is a closed beta for User Access Policies to help you migrate user Profiles to Permission Sets.?You can still sign up to the beta, by the way…?
3. Dynamic Forms, Actions, and Related Lists: All three features aim to create human-centered user experiences. Dynamic Forms help to improve page load times and do away with multiple page layouts. Dynamic Actions enable uncluttered and intuitive pages displaying the immediate actions users need to see. And Dynamic Related Lists display records related to the ones you’re currently viewing.?.?
4. DevOps Center: A free feature since December 2022, DevOps Center is the future of release management. From Pipelines to Work Items, there are many new features to get used to, so why not get stuck in now?
5. Forecasts:?An often underutilized feature, Forecasting is a perfect example of an existing feature that could help increase your ROI and user adoption – for free.?[Read More]?

3. Tips to Organize Your Salesforce UI for Improved Adoption

If you want good quality data and user adoption, it’s best to keep things simple.?Optimizing your Salesforce user interface (UI) for your sales reps is one of the best ways to ensure good adoption – and have your team?actually?use it.?

With its multiple feature set and flexible customization, Salesforce is typically overwhelming for new users to navigate. Having a simple and intuitive UI will help maximize adoption. Here are a few tips to help:?

1. Global Actions: With this time-saving feature, users can efficiently multitask, creating new tasks or sending emails from any unrelated record in Salesforce.
2. Navigation Tabs: Consider which tabs appear across the top of your users’ screens based on their role.
3. Related List Quick Links: Place this component where users can quickly identify and access all related records.?[Read More]

4. Salesforce Delivers Strong Q4 Results – But What Does the Future Hold?

?Many would say that Salesforce has been Wall Street’s latest ‘talk of the town’.?After disappointing Q3 results back in November ‘22 (like the announcement of Co-CEO Bret Taylor’s departure), things have gone from bad to worse, with six activist investors announcing stakes in the company.?

?But not to fret, as Salesforce has just delivered their Q4 2023 results – and things are looking up. After last year’s turmoil, Salesforce stocks dropped down to levels we haven’t seen since 2019, but Q4 results have seen shares skyrocket, with a 16.4% increase.

Why the sudden increase, you ask? Despite the disappointing numbers of the past quarter, many activist investors have announced large stakes in the company. This demonstrates they see a future in the CRM provider, but also want to have a say in it. However, many see this as a problem, as activist investors only see the bigger picture (i.e. money and higher share prices) and won’t keep the company’s ‘heart’ in mind when making decisions.?[Read More]

5. New Salesforce Sales and Service Suites – Largest Feature Bundles Yet!

Salesforce have just announced plans to offer a Sales and Service Suite.?These bundle together more features than ever before to “help any company unlock cost savings and create exceptional customer experiences”.?

• Sales Cloud Unlimited Edition: You’ve heard about it? Have you talked about it??But do you know what it actually is??
• Sales Cloud for Slack: Improve team productivity with cohesive collaboration across teams and systems – all in an intuitive and engaging UI for messaging and ‘huddles’ (ad-hoc voice meetings). The Slack app for Sales Cloud includes Digital Deal Rooms, Daily Briefs, and Slack Canvas.
• Sales Enablement: Outcome-based enablement and coaching – all in the flow of work. Sales reps work through onboarding programs. The tasks they complete in Salesforce automatically update the program because the outcomes (e.g. close more deals) are tracked with real Salesforce data.
• Revenue intelligence: Out-of-the-box dashboards that enable organizations to visualize sales data in more ways, and further ‘slice and dice’ as they wish.?[Read More]?