Tips to Increasing Salesforce Limits

As a Salesforce Administrator in charge of building processes and maintaining a Salesforce platform one of the most important things we have to keep in mind is Process limits and Chatter limits. I will be honest I have never given limits much thought as an Administrator it is one of those things that never crossed my mind. It fell into a category of “out of sight out of mind”. Even now I think I unconsciously assumed my Developer would handle it. I think of Process Limits in the context of apex limits, API call out limits etc. Since I have been using Lightning Process Builder it is one of those topics that have crept up into my line of vision. I realize now it is just as important for an Administrator to be aware of Process Limits as it is for a Developer.

Out of the box there are set limits which are per organization limits. Salesforce has plenty of resources and documentation explaining any and all limits (check some out here: Process Limits). These limits go hand in hand with daily email limits, apex governor limits and SOQL query limits. These limitations were placed for a reason of course. The more processes and limits you reach the slower your organization may run. Since businesses prefer instant gratification you may want to keep your limits in mind. With that said there are some limits that are just inherently too low such as the Chatter follow limit of 500 follows across all objects.

This became a problem for my company because we are shifting our business goals to be more Sales focused. So this limitation wasn’t just a problem for us but would impact any B2B business and those who are Sales driven. If you have Sales teams that are nurturing relationships whether individually at the Contact level or organization wide at the Account level they will be limited on the records they can follow from Accounts, Contacts to Opportunities. Chatter unfollow rules can help mitigate this being a problem initially but 500 records across all objects is really low.

This is one of those really easy limits to have increased. Salesforce Support will increase your Chatter limit once your Administrator submits a case giving a fairly simple business reason. We were able to increase our Chatter limit from 500 to 2000 by simply saying we needed the increase for our Sales teams to nurture Business Relationships. We were able to get this request approved in a matter of hours. I think it was the simplest and fastest Support case I have ever submitted.

Of course this is not the only Salesforce limit you can request an increase for. Process Limits, depending on how complex you have built your organization, can also be increased. As noted in the link above Process Limits start at 50 rules or processes per object. Granted this didn’t initially seem like a high number until you realize it is per object. So this in and of itself is a pretty high limit. But in an instance where you find yourself creeping your way towards the 50 limit for a particular object you can request a limit increase. According to my Executive Account manager Salesforce tries not to go higher than 300 per object here. As with any computer, IOS or even your cell phone the more applications and processes you have running at the same time the lower your performance will be. With that being said don’t let yourself feel that you are held to the initial limits Salesforce has set up, anything can be changed to suit your particular business need all you have to do is ask!

Links that you may find useful:

 

Salesforce App Cloud …. If you can think it you can build it!

Salesforce is leading the way into the world of App Developement. We as a culture and society are consumed with technology which continues to make leaps and bounds. Everyone is striving to beat their competitor. While the rest of us mere mortals sit back and eagerly await what new toy we will race to purchase the day it debuts. Salesforce is a little more subtle.  App cloud is according to Salesforce “at the core of the Salesforce ecosystem” (http://www.salesforce.com/platform/overview).

App Cloud is where you can build custom personalized Apps for your users, partners and customers. App Cloud is what is leading the way for IT departments and CIO’s to keep up with their Business demands. Here Administrators can design and build custom apps without complex configurations and code. App Cloud allows Admins to assess a business need and proceed with building and automating an App with simple Clicks within hours. App Cloud is transforming IT departments from being heavily bogged down with App Development requiring complex coding that could take weeks or months to complete a project to days with no code.

Every time we use our smart phones we are using Apps. Businesses and IT teams know Applications are driving business, and fostering adoption among users. We can take complex Business strategies and simplify them by automating it through an App built within the platform. This increases adoption and can lead to insightful feedback and oversight. In the last year I have seen this myself. I have assisted and built over 15 Apps within App Cloud and have seen the business impact this can have. I have also seen an increase in user adoption which every company regardless of industry hopes to see when investing in a product or partner that can make or break their business.

Technology is advancing at such a rate that most companies are being left behind. The best way to keep pace is by tackling the demands your business have for simple easy automated Applications. It can stream line individual user work and automate business processes to ensure that opportunities do not fall through the cracks. Now with App Cloud coupled with the power of the Salesforce Platform Administrators can produce Apps within hours and days alleviating the brunt that can weigh down an IT team and hold a business back from keeping up with rapid pace of developing technology.

App Cloud is simple and easy to use. If you can think it, App Cloud will help you build it and make it a reality. This is the best way to take complex business strategies and turn them into simple pain free business and profit. If you can dream it then you can build it yourself!

 

Related Articles:

https://www.salesforce.com/blog/2015/09/salesforce-app-cloud.html

http://www.salesforce.com/company/news-press/press-releases/2015/09/150910.jsp

https://developer.salesforce.com/gettingstarted

https://developer.salesforce.com/trailhead/en/modules

https://developer.salesforce.com/dreamforce/2015-recap

http://www.zdnet.com/article/salesforce-launches-app-cloud-puts-developer-resources-under-one-roof/

http://www.techrepublic.com/article/salesforces-app-cloud-finally-gives-developers-a-unified-paas/

 

 

 

Balancing Life and Work in a Healthy New Year

Welcome to a new year and resolutions abound. I find that I never keep my resolutions so I have stopped making promises I know I do not intend to keep. This does not mean there are habits I should ignore or not strive to improve this year. As a mother to young children and adult step-sons I find the most difficult task is finding a healthy balance between work and life. There are scholarly articles about this very subject. I have stumbled across many social media blog pieces about estimated number of Americans who did not take a vacation day in 2014. There are those who need thrive on working. They relax while doing their job because it fulfills them. Majority of us though are working a job to get from point A to point B. Those of us working for other means are the ones who need to start using our vacation days.

This is not a good way to start another year. The holiday season is over but as parents we are already starting to plan for the next one in the back of our heads. We are seeing everything we want to give to our children and maybe even to ourselves. These ideals and material things wear heavily on us. Because if this we force ourselves to work longer hours and sacrifice our personal time as we make ends meet or try to propel our careers ahead to this imaginary place where everything will be better.

This mindset of “sacrifice now for a better future” is not real if we are constantly sacrificing now every day but never actually getting to our ideal future. Finding a healthy balance between work and life can help clear the cobwebs and may even motivate you in the areas that need better focus. There are studies that prove taking a vacation day (even just one day!) to rest and recoup makes you a better employee. There is a reason why companies give their employees vacation days. They know their employees who regularly take vacations come back recharged and better than before they left.

There are small ways to make big changes. Taking the time to get up an hour earlier in the morning to spend with your partner, children or even just reading can make a huge difference. There are articles and blogs written by people who have started these small habits and from their own personal experiences have seen the benefits of just taking small amounts of time for themselves. I have found when I have a difficult task at work and I am hitting constant road blocks that the answer comes to me when I least expect it. I have forced myself to go and play with my young children making up silly stories and just laughing with them and all of a sudden the answer to my work problem presents itself. Why? This is because I stopped stressing over it and relaxed. The endorphins cleared the clutter and I was able to think clearly without anxiety because I was calm. This also helps keep us healthy. The more leisure time and rest we give ourselves the more we are able to avoid getting sick especially during the winter months.

You do not have to start a crash diet or make unreasonable promises about going to the gym 7 days a week. Small changes make the difference. Getting up an hour earlier and playing with your kids can help your energy level. Going to bed early instead of staring at your work computer for an extra few hours while not getting anything productive done can make a difference in how well you sleep. Reading before bed can help you fall asleep faster especially if you are reading an actual book instead of a lighted screen. Small baby steps  to change engrained habits is what will make a New Year’s resolution successful and  make you see a difference not only in how productive you are at work but at how much you enjoy your personal time.

Related Articles

http://www.webmd.com/health-insurance/protect-health-13/balance-life?page=3

http://www.ted.com/talks/nigel_marsh_how_to_make_work_life_balance_work?language=en

http://www.huffingtonpost.com/news/work-life-balance/

http://www.forbes.com/sites/dailymuse/2014/11/04/4-work-life-balance-tips-for-people-in-work-hard-cultures/

http://www.oecdbetterlifeindex.org/topics/work-life-balance/

http://en.wikipedia.org/wiki/Work%E2%80%93life_balance

Hard Selling; Please Stop and Listen

Sales and Sales teams all have a job to do. Most companies would go out of business if not for their sales teams. There would be no marketing team, executive management or budget if the sales team is not selling their product and making revenue to pay for everyone’s PTO and benefits packages. As a consumer and someone who has worked alongside sales teams I completely understand the need for sales. That does not mean I agree with some of the tactics involved in selling.

There is no need for constant hard selling. I find that 90% of the time hard selling does not work. There are quite a few industries that seem to be most popular when it comes to jokes about hard selling. There are even clichés about sales people who act as if they are “Car Salesmen”. There are all kinds of clichés including phrases we have all been guilty of using in business across the board whether selling or trying to drive sales internally. That does not mean you hammer away at your consumer until they run screaming from the room or react negatively.

This is something I have been experiencing more often lately. It must be “that time of year”. I can understand what a telemarketer is going through; I use to work in a Contact Center myself. But when you call my house at dinner time and I give you the time to explain what it is you are calling about but end up saying very politely “thank you but I am not interested at this time”. Just say “okay have a good day”. That is not an opening to hammer away at me and try to force me into something I have already declined. This was not an “open door” to negotiate down to a more reasonable amount. It is very simply a “NO”.

The same experience took place at my gym. I am interested in working out with a trainer. I agreed the amount per session was “GREAT” but when I am rubbing my head and telling you as nicely as I can that I am not going to give you a credit card tonight then stop. If I explain I need to discuss the details further with other people and will get back to you as soon as the next day please accept the information I have given you. I did a work out that was intense and extremely tough after having been awake for over 14 hours, worked two jobs and drove 2.5 hours. Hard selling and hammering me while I slowly succumbed to a raging migraine is not going to convince me to continue my work outs with you and your company.

I understand Sales teams are not only responsible for helping customers/consumers get the most out of their product but also are also responsible keeping up their lively hood. I understand the premises of the whole sales process but not at the expense of a potential customer. A previous manager I had did not push our team towards numbers for sales sake she always told us we are servicing our customers. We are not looking at numbers while discussing our customer’s livelihood, we are helping them to get the service they need and can put to use to better their situation.

A successful sales team knows to treat each customer/consumer as the individual they are. When you feel the service and conversation is geared towards your needs and not the company pitching to you, you are more likely to see clearly whether this will in fact be a good purchase or not. Customers, consumers and other businesses want to know how a company or product will benefit them not how they will benefit your sales goals. Hard selling does not work if you forget you are talking to a living breathing person at the same time.

 

Related Articles:

http://www.inc.com/geoffrey-james/10-sales-cliches-to-avoid-like-the-plague.html

http://info.venderepartners.com/bid/48529/B2B-Sales-Humor-The-Top-100-Overused-Business-Clich%C3%A9s

http://www.forbes.com/sites/ericjackson/2012/06/19/89-business-cliches-that-will-get-any-mba-promoted-to-middle-management-and-make-them-totally-useless/

http://blogs.salesforce.com/company/2014/09/stop-pitching-and-start-selling-from-the-heart.html

http://heavyhittersales.typepad.com/heavy_hitter_sales_sales_/2010/04/favorite-sales-manager-sayings-and-clich%C3%A9s-.html

http://the-toast.net/2014/01/27/horrifying-business-cliches/

https://gigaom.com/2009/02/25/hard-selling-vs-soft-selling-which-approach-do-you-use-with-clients/

http://blogs.salesforce.com/company/2013/07/selling-service-not-sales.html