The best part about Salesforce is that they are always looking to improve their products, stay ahead and remain the leaders of the market. They frequently release new features in the market that caters to different needs of the vast customer base. The focus with their releases has always been 360-degree rather than specific business area. I always look forward to their releases and I am very excited about their new Winter 21’ release.
If I were a consulting/implementation company for Salesforce, I would be identifying possible use cases for my clients across different domains and present the use cases to my client that will benefit them.
Here are some of the features along with the use cases that I as a consultant will pitch:
Flow Updates: An administrator with little coding logic could earlier trigger a flow when a record when either created or updated, now the user can also trigger a flow before a record is deleted. So, for example in sales flow, once inventory is acquired and about to be handed over to shipping team for shipping. During this time, the customer requests to cancel the order, so now the administrator can actually delete the record and before the record is deleted, an alert will be sent to the shipping team that this particular inventory is not required to be shipped. This will clear the schedule of shipping team in advance and allow for scheduling of shipping for some other item.
Page Analysis: This exciting feature allows you to analyze and verify the load and stress performance of your page after you have made some changes to it. For example, you are launching a completely new product category on your e-commerce website, you have made all configurations and product listings and once launched you didn’t realize that when this website was accessed by 1000 users simultaneously, the website took forever to even load. Now with this feature, you can analyze and verify beforehand if there are going to be any such issues and salesforce will let you know if this page is optimized enough or not.
Einstein Lead and Opportunity Scoring: This feature has now become available for the entire Salesforce community. A fantastic feature for small businesses, consider this, as a small business you are planning to run a new marketing campaign for winter releases, now you are not sure whether this campaign will be successful or not because you do not have the data and the resources to verify your idea. This amazingly cool feature of Salesforce will allow you to verify and validate your campaign by running it against the globally accumulated anonymous data based on your customer profiling and marketing strategy. This will help you to assess your campaign better and position it according to the Lead and Scoring given to you by Salesforce’s Einstein.
Dynamic Survey Pages: This amazing feature to create and send personalized and customized surveys based on different customer profiling. As a very basic example, you send a survey to a customer of yours and one of the questions on the survey was Do you have kids? Now if you have kids then a follow up question would be How many kids do you have? If you do have kids, then this question is of no use to the individual taking the survey. This makes the surveys more meaningful both for the company and also for the individual as it reduces time to fill and interpret data from it.
As these features comes into play, more use cases and benefits will be realized, and consultation partners can take great advantage of these to leverage their businesses even further. Like I have always said, platform-based development and configurations are the future because they are faster to develop and certain overheads like new features are the platform provider’s responsibility. Constant engagement and communication with the clients are the key to determine their business needs better that will help them drive more profitability.