Time Warp vs Timeline

There are two great component on AppExchange. Timeline has been around for a while, Time Warp is pretty new. Both of the has been published under the Salesforce Labs account, meaning they have been developed by Salesforce people, went through standard security process and provided for free to customers.

What they do? They visualise how all the records follow after each other. You know, by default we are used to those related lists, when we speak about contact you can see all those campaign they have been part of, at different related list all the opportunities, completely separated are activities, meaning emails, tasks, phone calls. And when you want to see what followed what you are pretty lost and that’s exactly what these two (and probably plenty others) components solve for you, each of them in a bit different way.

Timeline

This component is a bit older, you can find documentation and even future roadmap and it can basically replace the standard Activities component we are used to see on the right handside.

Timeline

You can filter by object and you can specify the time frame when viewing on record.

What I really like is the configuration. It is like a wizard, where you select the parent object and then can add multiple (probably unlimited) number of related record, for each of them you need to select the title and date field and can add additional fields, which are visible when you „expand“ the record. Plus you can add a filter if you want to see just subset of those documents. You can also create a multiple different configurations for the same parent object, but you cannot put the same child object into one configuration twice (even though there is no check during configuration but it will fail during runtime).

Time Warp

Time Warp has documentation as well, the main difference in configuration is, that it uses Custom Metadata Types, meaning it will transfer between sandboxes, but you need to specify it manually and there is no configuration wizard. The great part is, that it is preconfigured for the standard objects, so all you need to do is put it on the Lightning Page and you might be good to go.

It visualise the data differently – as the „real“ timeline where you can scroll left and right.

Time Warp

Again, you can filter on the component to see only some objects, you can make it smaller or higher, you can see „into the future“ as well. Sadly you cannot (as a user) zoom out to see more at the same time, but as an admin you can specify both the time range into history and future as well as the zoom range. Another drawback is, that you cannot filter records it shows, when you want to see just subset of records.

Which one?

I would say both of them might be beneficial for your implementation, go and check them. It looks they are both production ready, I tested on an instance with a few million records and there was do speed consequences on opening the record details.

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NPSP features & extensions

Nonprofit Success Pack:

was built for, and with, our community of over 47,000 nonprofits, with out-of-the-box capabilities and a relationship-first view of all the people in your universe. Free and open source, it turns the #1 CRM for businesses into a Constituent Relationship Management system for nonprofits.

In nutshell, this thing is a bunch of managed packages installed on top of standard Salesforce, which are specifically designed for non-profit needs and help them manage donors, fundraising and a few other things.

What always impress me is that it can do much more plus a lot of those things any company can find use for. Or put it the other way around – a lot of non-profits don’t really know what all it can do besides the basics. To iterate on that – not even the Nonprofit Cloud Consultant certification covers them.

Plus one more great thing – most of the things mentioned here are accessible in public repo under the BSD-3-Clause licence, which allows you to re-use it in your own development.

Households

One of the most obvious things in NPSP are households, which automatically creates a new account for any contact, but you can put multiple contacts under one household. No person accounts, no bucket account, but some logic behind.

When we do NGO implementations in Czech Republic, we speak about this feature every then and now, but surprisingly, at the end, rarely implement it. The reason behind is, that it is pretty hard to manage people when they get together (actually this part is doable) and when they separate (here is the really scare part). So it is better and cheaper to communicate with each donor separately rather then try to somehow manage it.

Relations

What is super awesome feature in all the „new“ clouds (read NPSP, EDU, Financial and Health) are relations between people. For some reason Sales Cloud only cares about linking people to companies, but relations between people are probably even more important and I’m still surprised not many companies want something like that.

Small but lovely detail is, that when you create a relation, it automatically create the relation from the other side and change its name accordingly (child vs parent, brother vs sister). And yes, this part is in the certification.

Relationships Viewer showing Contact Valencia Robledo connected to two additional Contacts.

Soft Credits

Another thing in which Czech non-profits are not interested. We are awesome in tracking hard credit (money they actually got), but they don’t care about who influenced it. Together with the relations this might be super powerful for seeing the right picture about my donors, at the same time put additional effort to get such info.

Recurring Donations

In every single org we have something we called „kočkopes“ (mix of cat and dog). Darujme, our biggest donation portal probably everyone uses, allows to track recurring donations. Integration done by CRM pro neziskovky, can get this info to Salesforce and organisations want to see that the donation was part of this regular payment.

Surprisingly so far I only saw handful of organisation who identify donors as regular donors and only one of them – over all those years – attributes donations paid on bank account correctly to appropriate category as well.

But probably none of them use it for any forecasting, how much money they have „guaranteed“ in a few months.

Multiple payment donations are kind of similar, I saw just one organisation handle this part in some way, but that was more about the related contract they need to generate for it.

Engagement Plans

This is something everyone should use and also something similar to what a lot of 3rd party tools do – manage tasks which need to happen when specific thing occur.

Manage Engagement Plan Tasks screen

Together with NPSP Levels, where you can define automatic transitions of donor’s statuses based on specified thresholds it can lead to better handle of repeated donors.

CampaignTools

This repo catch my attention just because of the name. Four years old, no description but it looks like something which can help you manage campaign members and filter them from other campaign. Something like Campaign Combiner – an app I found a long time ago, presented on NPSP Day in Amsterodam (my first entry into the community world) and which is not available on AppExchange anymore, but you can still find the page on its author website including a link to the repo.

Program Management Module (PMM)

Extra package you need to install if you want to use it. Quite often campaigns might be enough, but maybe you want to be more structured as your programs have services, cohorts, schedules, etc.

Program Management Module Entity Relationship Diagram

Hmm, maybe we can even use it for training and conferences?

Volunteers

Our typical solution for volunteers is a checkbox on contact, when the organisation is extra demanding we add a picklist with skills and maybe an extra object to track what works they provided, so we are able to report based on it.

This package from Salesforce provides something extra. It provides web page where volunteers can sign up, search engine, definition of jobs and shifts and reporting. From what I can see the only downside is that it counts with „regular“ volunteers, who can dedicated you a time on every Thursday, not that great when you look for people who might have 3 hours any day in a week.

A diagram showing the relationship between a Campaign, Volunteer Jobs, and Volunteer Shifts

Outbound Funds (OFM)

There is the minority of non-profit organisations who are on the „other“ side and provide grants for others.

Outbound Funds Module Entity Relationship Diagram

So if you want to allow people or organisation to request money from you this is the right package. Just list your program, let people request money from them, approve requests, monitor reimbursements and link it with GAU, where the money are allocated from donations. Great finish of the whole fundraising effort and you can see the flow of money from the beginning till the end.

As an addition to Outbound Funds you can also get Grant Management, which is a paid add-on with a few of extra features, most important of them probably being the grant portal/community.

Accounting Subledger

The latest addition – and a paid add-on – to the whole money thing, which should help to „translate“ the donations you enter into Salesforce into accounting system thus simplify the whole communication between fundraisers and accountants.

Well, that would be nice, from my experience those are two different worlds which needs to communicate and it leads to a lot of confusions on what should appear where and when.

Nonprofit Cloud Case Management

Another paid add-on which sits on top of Program Management Module and well … should simplify the case management. But after going through the Trailhead module you can see it is much more. Kind of lead management at the beginning, something similar to Engagement Plans, recording of the whole interaction inside specific program plus tons of sexy looking custom components.

The Case Management homepage

Also the data model might provide some clarity but I would say in this case the Trailhead is better as it gives you better idea how to use it. Worth additional 360$/user/year?

Case Management/PMM Entity Relationship Diagram

Elevate

This program is – sadly – not available in Europe, costs just 5000$/year and provide the important „beginning“ for the whole fundraising – ability to create Giving pages and process payments including recurring payments.

Some reporting, tight integration with Salesforce NPSP, yes, this looks super cool. I’m just curious how much costs extra transactions (as just 5000 is included in the price) but even though the price looks high it might be very well worth it, taking into account that banks usually take 1 – 2 % from transactions.

Community

This is not module, this is the whole ecosystem around. Non-profits have their own „success“ community called Power of Us Hub to discuss all the things (and there are some long terms plans to merge it with the normal Trailblazer Community.

The second great thing are community sprints, which anyone can join and help create something good, which will be later on shared with everyone. The next one will be at the beginning of February plus you can also monitor relevant repos with additional useful things (event app, short videos of features, data generation tool, membership management and much more.

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Nonprofit Dreamin conference

A while ago I wrote about Nonprofit Dreamin looking for speakers, now the agenda is live and I can see some great topics there:

  • communities are for everyone, maybe you can use them even for free (for unauthenticated users) and deliver solutions with clicks not code very quickly;
  • solo admins are topic on any Salesforce conference and it is always interesting for me to see what they struggle with and where they focus;
  • Agile. I mean every project now-a-days must be agile, right? But what it really takes and how to approach it?
  • Artificial Intelligence is here, how can non-profits use it?
  • mobile – is it time to go mobile (especially if it is already included in the licence) and what might be the use cases for your people?
  • roll-ups, key data fields and dashboards – something you probably doesn’t want at the beginning of the project, but you will get to the point when you appreciate such things, here you will get some ideas.

Overall I like the fact, that there are just 16 sessions (over two days/afternoons), all of them looks super practical or eye-opening.

So, if you didn’t register yet, go for it as soon as possible, to get your ticket.

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Hot, Filip Dřímalka

aneb Jak uspět v digitálním světě

Hot, Filip Dřímalka

Tahle kniha mě původně úplně minula, zahlédl jsem jenom „Hot“, podtitulu nevěnoval pozornost a říkal si, že to už jsem dost.

Jenže pak jsem ji dostal v balíčku se Stát se investorem a dal jí šanci. Dobře jsem udělal!

Hot totiž není nic o horkém zboží (vlastně možná ano), ale o lidech (Human), firmách (Organizations) a technologiích (Technology). Celá je prošpikovaná odkazy na zdroje (které jsou bohužel až na konci knihy a tak mě neskutečně ruší neustálé listování na konec) a tipy na nástroje, které by se vám mohly hodit. Kus z nich jsem znal, kus z nich nikoliv, všechny užitečné pro firmy i neziskovky všech velikostí (aneb když v CRM pro neziskovky budeme nabízet tu digitální transformaci, tak bychom je mohli také zmiňovat).

Když pošlete fotku svých dětí do rodinné skupiny v aplikaci WhatsApp, potěšíte tím své rodiče i prarodiče. A přesně v tom spočívá krása technologií – umožňují nám psát každý den desítky příběhů.

Aha! Třetí stránka knihy a přestože mám technologie rád, tohle je přesně argument, který jsme hledal pro ty, kteří s nimi nejsou kamarádi a raději je odloží na jindy. Ambiciózní digitální strategie a zaměstnanci pracujících na počítačích patřících do starého železa je další skvělý bod (tady si naštěstí nestěžuji).

Když jsme začínali s našimi kurzy, snažili jsme se lidem ukázat co největší škálu vychytávek a aplikací.

Jenže – jak jsem někde četl a jak píše i Filip – ono to není o množství, ale o důvodech proč to použít, praktických příkladech. Technologie vlastně vůbec není zajímavá, ale fakt, že svoji práci udělají lépe/rychleji/snadněji je to, co prodává. A pokud začnete přemýšlet, zda neexistuje aplikace na to, co řešíte, tak vám to celé klaplo dohromady.

Potěšila mě tabulka generačních rozdílů, skoro to vypadá, že jsem v generaci Z! A věděli jste, že existují digitální kompetence tvrdé a měkké a – to si zase asi doplňuji odjinud – super jsou lidé, kteří mají oboje (T-shape lidi).

Zaplaťte geekovi (člověk co rozumí technologiím), aby pár hodin seděl vedle vás a sledoval, jak pracujete.

Psaní – tohle říká každý (i Robert Vlach), naučte se psát všemi deseti, psaním trávíme až třetinu pracovní doby! A pořád mě překvapuje, že o rychlosti čtení nikdo nemluví, přitom mám pocit, že tím strávíme ještě víc času (alespoň podle toho jak krátké odpovědi píšu na ty dlouhé emaily). Lidi, čtením ušetříte ještě víc!

Dejte přednost eliminaci před automatizací. Když implementujeme Salesforce v neziskovkách (vlastně i v ziskovkách) tak všichni chtějí automatizovat. Ale ta myšlenka ty věci úplně zrušit. Sakra, to je věc. Akorát se to blbě prodává 🙁 S čímž asi souvisí i to, že musíte mít lidi, kteří se nebojí oponovat a přicházet s novými nápady. A „vyberte pět nejchytřejších a nejdrzejších lidi a dejte jim za úkol vaši firmu zničit“.

Digitální safari – oslovte zajímavé inovativní či technologické firmy a domluvte si u nich návštěvu a sdílení zkušeností. Kdysi jsme takhle v pwc měli digitální skauty a start-up days, akorát to podle mě nikam nevedlo, jenže se Salesforce user group vlastně něco takového dělám a je to super. Takže dělejte to taky!

Lidé jsou zavaleni novými a novými informacemi, ale přitom nemohou dohledat ty, které opravdu potřebují. Běžný informační pracovník tráví téměř 10 hodin týdně vytvářením textů či dokumentů a další 4 hodiny věnuje jejich vyhledávání, organizování či vyplňování.

To jsem si potřeboval přečíst přesně v situaci, kdy se snažím dát dohromady wiki a nechat lidi, aby tam doplňovali informace a pravidelně je aktualizovali, protože … protože Elements.Cloud pro ten projekt asi nepořídíme 🙁

Formuláře! Je zbytečné vyvíjet specializovanou aplikaci tam, kde jednoduchý formulář – třeba ten co umí Google Apps nebo nějaká jiná aplikace zdarma – úplně dostačí. A pokud vytvoříte QR kód, jehož naskenováním se mi formulář rovnou otevře a případně předvyplní, tak máte šťastné uživatele/zaměstnance/zákazníky a nestálo to vlastně nic.

„Jedním z nejčastějších problémů, na který noví zaměstnanci narážejí, je roztříštěnost informací.“ <- tohle mohu podepsat nejenom jako nový zaměstnanec, ale i jako ten starý, který nijak nepostřehl (nedal mu o tom nikdo vědět?), že některé věci už se používat nemusí a jiné naopak ano. Nejsem si jist, zda KuBa – chatbot, který si vytvořila Komerční banka – je to správné řešení nebo je lepší to situaci nějak zkonsolidovat, ale dávám jim za pravdu v tom, že to stojí za to udělat.

Kniha je prošpikovaná (to je vlastně asi přehnané, ale zmínek šikovných technologií je tam dost) odkazy na různé aplikace, nejvíc mě zaujala ale minit. Jednak prý umí spolupracovat se Salesforce (aha!) a podle logů si sama stvoří interaktivní mapu procesů, podle které vidíte jak jsou složité a jak dlouho ve skutečnosti trvají. Sakra, další věc na seznamu úkolů k prozkoumání.

A další – věděli jste, že O2 nabízí cestovní pojištění, které se automaticky aktivuje překročením hranic? Sakra to je pecka myšlenka. Alza a její automatické pojištění nákupu u České podnikatelské pojišťovny. Vykouknout z toho svého rybníčku, najít technologického partnera a nabídnout věci, u kterých platí, že 1 + 1 > 2.

Ta kniha je vlastně pecka na otevření očí a jsem moc rád, že jsem si ji přečetl. A závěr mohu zase zkopírovat přímo z ní -> „Na světě je k dispozici nespočet aplikací. Naučte se je hledat s pomocí těch správných portálů a služeb. Cílem všech nástrojů by mělo být zjednodušení práce, odstranění rutinních činností a zvýšení jak vaší spokojenosti, tak vašich kolegů.“

Koupíte u Jana Melvila a nebudete litovat.

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Google & Salesforce – what is possible?

If you didn’t notice yet, Salesforce plays pretty well with Google. Also very often customers already use Google Apps and they ask what is possible in terms of integration.

Let’s take a look at what I found.

  • Salesforce Essentials for free
  • Web-to-Lead and UTM parameters
  • Web-to-Lead and Google AdWords
  • Single Sing-On with Google
  • Lightning Sync
  • Einstein Activity Capture
  • Gmail pane
  • Google Drive Integration
  • Data Connector
  • Analytics 360
  • Google Analytics for Salesforce Communities

Salesforce Essentials for free

A while ago there was a promotion which gave Salesforce users access to Google Apps for free (for a year), now it is the other way around and you get Salesforce Essentials for three months for free (if you are user of Google Workspace, the new name for G Suite).

Web-to-Lead and UTM parameters

Web-to-Lead is the easiest way how to connect your web to Salesforce to create leads. You can definitely have different landing pages with different web-to-lead forms, each with hidden field saying from which page the lead was created. At the same time your marketing people probably want and do utilize the UTM parameters and would love to catch this level of granularity on leads.

The good news? It is possible! Just create the fields you need and simple JavaScript can fill them in with values as described in gaconnector article.

Use Pardot?

For Pardot there is dedicated Google Analytics connector, which basically do the same and fill-in the section on prospect record.

The Spot for Pardot has a whole blog post about it.

Web-to-Lead and Google AdWords

It is really great, you have all the UTM parameters in Salesforce, know which campaing brings the most people. But maybe it would be also nice to have this info in Google AdWords, because the conversion you are looking for is not when lead is created, but when opportunity is won.

Again, the good news is, that this should be possible, thanks to something called GCLID. The full setup is described on Google site, full disclosure here – at the time of writing this article I wasn’t able to connect those two systems together 🙁

Single Sign-On with Google

When you have users in Google Apps, it makes sense to allow them to use the same username and password to login to Salesforce and have one struggle less. And I already wrote an article how to do it.

Lightning Sync

Sorry new customers, this feature went away in Winter ’21. For the older customers it is still available and allows you to sync contacts and calendars between Salesforce and Gmail on server-to-server basis, no need to setup anything on client side.

The whole process is described in Salesforce help, basically you need to setup something on Google side and then something on Salesforce, choose for which users it should sync things and then be patient.

For new customers there is Einstein Activity Capture, which has completely different set of features.

Einstein Activity Capture

This feature is similar to Lightning Sync as it also sync contacts and events, but on top of that it can capture emails sent and received in Gmail.

The important word in the previous sentence is „capture“, because things which are captured are not stored in Salesforce (even though it look like), but they are stored on AWS servers and will disappear in 6 months plus you cannot report on them with standard reports. See other limitations in help.

For setup you basically just assign users, which should use this feature, specific permission set, create configuration (what will be synced and what is the default sharing type) and then users need to authenticate with Gmail (the same works for MS Exchange, where you can also use system account).

Gmail pane

I would say the most used integration between Google and Salesforce – addon to Chrome browser, which adds into your Gmail right panel. When you open email, it will find that email in Salesforce and show relevant information, plus you can save the email with one click into Salesforce.

The same works when sending email plus a few other features, such as use templates you have in SF or create additional records.

I already wrote about it a while ago and covered other ways how to get emails into Salesforce as well.

Google Drive integration

Previously (Classic era) you could link Google Docs directly to records in Salesforce. It has been changed greatly with Lightning and Files and now you can use Files Connect (included for free) for similar use case. And I already wrote a blog post about it.

The great thing is, that it can respect your rights in Google Drive, able to do a file preview and a few additional things compared to the previous functionality.

Data Connector

I’m not sure this add-on to Google Sheets is as awesome as XL-Connector, but it works pretty well (as much as I tested).

Google Data Connector

You have to install the plug-in to Google Sheets (nothing with your browser), then you authenticate your org and it can show a pane on right side.

Get data from report or import them to sheet based on SOQL or user defined filter plus selection which fields you want to get. And then you can select rows (or all of them) and update or insert them back to Salesforce.

Pretty cool, I didn’t play with limits, but this can be super awesome for regular users.

Analytics 360

This one is big, a lot of customers ask me how to import Google Analytics data to Salesforce and I always have to say that Google Analytics is something else to Analytics 360.

But if you can spare those $150 000 per year you can get some extra value as sales data will be available in Analytics for use in attribution, bid optimization and audience creation, data from Analytics can be available in Marketing Cloud at all these fancy things.

Salesforce Communities and Google Analytics

It makes sense to track how people use your community and there is nothing easier that to add the Google Analytics ID into your community.

What did I miss?

Are you aware of any other integration between Salesforce and Google I missed? Let me know, super curious to hear that.

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