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New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release
07Oct

New Salesforce Maps Experience Auto-Enabled in Winter ‘25 (October) Release

To enhance your experience in Salesforce Maps on desktop, the new features currently available in all environments will be auto-enabled in the Winter ’25 release this October. The production rollout for Salesforce Maps will begin the night of October 8th and will be completed with all organizations updated by October 18th. The Enhanced User Experience setting in the admin configuration settings will remain and can be manually disabled until the Spring ‘25 release. Take Action Now To ensure a smooth transition, please take the following actions prior to the production release.In Production: From Setup, in the Quick Find box, enter Remote Site Settings, and then select Remote Site Settings. Find and activate the following remote sites: https://lookup.search.hereapi.com, https://autosuggest.search.hereapi.com, and https://revgeocode.search.hereapi.comFailure to do so may result in disruptions to the Points of Interest Search and Click2Create featuresPrior to the deployment to production, we encourage you to explore the enhanced experience in your sandbox environments. All sandbox environments have been updated with the enhanced experience enabled by default. What to Expect Experience a drastic improvement in performance and rendering, plotting layers and mapping content up to 6x as fast!View Maps with updated styling and designs across many parts of the application, such as modernized marker pop-ups, updated drawing tools, and new cluster styling. In addition, map content along with base maps are displayed with increased detail and clarity.Combine the power of ESRI Living Atlas with CRM data directly inside Salesforce Maps. ESRI provides an evolving collection of ready-to-use global geographic content, such as imagery, base maps, demographics, landscape, and boundary data. Identify new leads and opportunities, analyze key geographical-based data, and gain valuable industry insight with lightning speed. Instructions on visualizing Living Atlas data in Maps can be found here.View plotted records in our redesigned List View, providing new capabilities and features for your users, such as the ability to dynamically build a sublist of data.For a full breakdown, please refer to the Maps Summer ‘24 Release Notes and Maps Winter ‘25 Release Notes.How can I get more information or help? Contact your account team or open a case with Salesforce Customer Support. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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October 7, 2024in Data, Google, Salesforce
Salesforce Rollups
16Aug

Salesforce Rollups

70% of Sales Teams Rely on CRM Systems, but 43% Struggle with Data Management—Here’s a Solution CRM platforms like Salesforce have become indispensable tools for modern sales teams aiming to optimize workflows and gain critical insights. Despite their importance, many teams still face challenges with data management, often due to the sheer volume of data that must be processed, organized, and analyzed. This growing need for streamlined data management has paved the way for innovative solutions like automated rollups in Salesforce. Ksolves has developed RollUp Magic, a one-stop solution for seamless Salesforce data management. Why RollUp Magic? RollUp Magic is designed to enhance the efficiency and effectiveness of sales teams by automating the calculation of rollup summaries based on specific criteria. This tool significantly reduces the burden of manual data handling, providing instant access to key metrics and ensuring the power of CRM systems is fully realized. In this insight, we’ll explore how RollUp Magic works, its key features, and how it can boost the efficiency of your sales team. Introduction to Automated Rollups Automated rollups in Salesforce aggregate data across related records without manual intervention, continuously updating key metrics like sums, averages, or counts. This automation not only saves time but also ensures consistency and accuracy in reporting, empowering organizations to make decisions based on the most current data. Manual vs. Automated Rollups Manual Rollups: Automated Rollups: Automated rollups offer a more efficient, accurate, and reliable way to manage and analyze Salesforce data compared to manual methods. Benefits of Automated Rollups for Sales Teams RollUp Magic: The Ultimate Tool for Automated Data Insights RollUp Magic simplifies and automates the data rollup process in Salesforce, allowing businesses to create custom rollups for any data, including lookup relationships. Here’s how RollUp Magic enhances Salesforce capabilities: Key Features of RollUp Magic for Sales Teams Metrics Sales Teams Can Track with RollUp Magic Conclusion Investing in Salesforce automation is a strategic move for any sales team. As industries move towards modern practices, Ksolves’ RollUp Magic emerges as a crucial tool, enabling teams to create rollup summaries for objects with lookup relationships, overcoming the limitations of standard fields. By leveraging Salesforce, sales teams can streamline workflows, enhance cross-department collaboration, and deliver exceptional client experiences. From optimizing deal forecasting to ensuring compliance, Salesforce equips sales professionals with the tools needed to succeed in a rapidly evolving marketplace. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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August 16, 2024in Salesforce
Understanding and Growing Your Monthly Recurring Revenue
11Jun

Understanding and Growing Your Monthly Recurring Revenue

Understanding and Growing Your Monthly Recurring Revenue (MRR) Monthly Recurring Revenue (MRR) is a vital metric for subscription-based and managed services businesses. It indicates whether your business is growing or shrinking and is crucial for making strategic decisions. Understanding and Growing Your Monthly Recurring Revenue is a key to building, monitoring, and exploding your pipeline. What is Monthly Recurring Revenue (MRR)? While revenue represents your company’s total income, MRR is the predicted monthly revenue from active subscriptions. It includes all recurring charges such as subscriptions, service retainers, promos, discounts, and add-ons, but excludes one-time fees. Why is MRR Important? MRR provides insights into financial performance, growth potential, churn, and customer value. It is essential for strategic planning and investor relations. Benefits of Calculating MRR: Types of MRR: How to Calculate MRR: The basic formula for MRR is: MRR=Number of active accounts×Average monthly revenue per accounttext{MRR} = text{Number of active accounts} times text{Average monthly revenue per account}MRR=Number of active accounts×Average monthly revenue per account Steps to Calculate MRR: Example Calculation: MRR=(100×$50)+(50×$100)=$5,000+$5,000=$10,000text{MRR} = (100 times $50) + (50 times $100) = $5,000 + $5,000 = $10,000MRR=(100×$50)+(50×$100)=$5,000+$5,000=$10,000 So, the MRR for that month would be $10,000. Advanced MRR Calculations: Growing Your MRR: MRR is a crucial metric for understanding your customers, finances, and growth potential. By tracking and managing MRR, you can make informed decisions and drive sustainable business growth. As the subscription-based and managed services landscape evolves, prioritizing MRR is essential for improving and innovating revenue streams. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more

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June 11, 2024in Salesforce Financial Services Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Revenue Cloud, Salesforce Sales Cloud

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