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/

 

 

 

Prove Your Worth With Social Media Even if your CEO is not On-Board…

    Social Media is a powerful tool now. It is no longer a personal outlet to entertain yourself with on your down time (of course it is still primarily used this way). Facebook, Twitter, Tumbler, and Instagram are all-powerful public media tools that allow us to get important (and not-so important) information instantly via our smartphones, tablets, email and computers. These outlets are now powerful tools that every working professional should have a crash course in to understand how effective these social media outlets truly are.
     Besides having your own personal and professional experience with these outlets it is also a major tool to use at work regardless of what industry you are in. Everyone is using them so you should too. Here is the thing; there is a large population of “Executives and CEO’s” that put no stock in these forms of communication and media. Boy are they living under a rock or have buried their heads in the sandbox. If anyone is keeping up with current events they know just how powerful Social Media is. Grass root movements are changing the political scene using their smartphones, hash tagging all over the internet and insta-gramming everything from their cat to a police officer who pulled them over for running a stop sign.
     As anyone in the IT field knows user adoption is only effective if it comes from the top down. In Salesforce for instance we know that a platform will be successfully implemented when the CEO and the Executives are all on board. If there is any sign of hesitation or the “big-wigs” are not in on the conversations user adoption is going to trickle. Once the executives see the bill of sale and the lack of activity things usually have to pick up from their point of view or the ship is going to sink. The same goes for having a Social Media Marketing plan of any kind. Of course since Social Media is public domain and everyone can use these outlets personally and professionally it does not mean your company will sink. This means there is an opportunity for you to show off some unusual skills and innovation that could propel you directly into your executive’s line of sight.
      This does not mean you should start tweeting or posting status regarding your company tomorrow. This is an avenue for a great deal of growth but there is a fine line between personal and professional that we all have to see clearly. Researching regulations for your particular industry is always a must especially for those working for public offices and financial institutions. Since Facebook became public across the globe Human Resource professionals have had to come up with clear and defined rules for their employees regarding Social Media. This doesn’t mean Social Media is left out when it comes to a marketing scheme it just means; keep it clean and strictly professional.
      Of course best practices also say to keep your personal Social Media completely separated from your professional. There have been too many instances of Social Media outlets leading to job loss. You do not want something you posted on a Social Media outlet being used negatively against you at work. I am only suggesting that there are skills you have gained from using Social Media that could be useful in promoting your career path and growth. These said same skills could help your company advance their own Marketing and Sales goals if done correctly.

Related Articles:
http://blogs.salesforce.com/company/2014/09/position-social-media-with-ceo-be-ceo-social-media-gp.html
http://blogs.salesforce.com/company/2014/09/better-together-sales-service-and-marketing-at-dreamforce.html
http://blogs.salesforce.com/company/marketing/
http://blogs.salesforce.com/company/2014/09/how-communicate-your-value-your-linkedin-profile-gp.html
http://www.inc.com/jeff-haden/8-powerful-social-media-marketing-tools-for-savvy-businesses-mon.html
http://www.entrepreneur.com/socialmedia/index.html

14 Social Media Tools Used by Marketing Pros


The Big List of The 61 Best Social Media Tools

CRM; what is Customer Relationship Management?

A CRM or Customer Relationship Management is basically a system for managing a company’s activities and data with current and new clients or customers. Usually the system used will organize the customer’s data, track communications, evaluate revenue deals while also tracking sales and marketing and even support services. A good CRM helps keep the data up-to-date and has extensive reporting capabilities.

So why is CRM important? It is DATA! Data is pertinent to the well-being of your company for one. Data is always important. If you have a sales focused company then a CRM will keep track of current and future deals but also give you forecasting for future goals as well as historical tracking and data stats to see where you can improve. It teaches you and houses your important data so of course it is important!

Social Media has revolutionized how we work professionally and how we receive information personally. A good CRM program will have adopted a form of social media to aid in user adoption but also to promote internal communication and information sharing.

Data makes the world go round. Data is not something you ignore or disregard. Data is precious and should be handled with care. Good clean data cane make or break your company. Collecting your data into the right CRM and making it accessible through a cloud option could free up time and save money for your company in the long run.

These are just a few reasons why I like CRM’s. I am slightly biased as to which one I think is the best of course. My CRM is constantly growing, learning, educating and reading outside the box. No one program is perfect but if you want a user friendly system that takes some of the best features of social media and encourages constructive feedback then you may want to consider Salesforce.com. They are one of the largest growing cloud CRMS in the business. Their entire community is user friendly and more than happy to welcome you in. Do not just take my word for it, remember I did say I am slightly biased.

Related Articles;

 

 

Digital Native vs. Digital Immigrant; Not a very Flattering or Accurate Argument

I came across these terms while reviewing some training material for work. I found the concepts behind these terms to be very interesting especially in regards to how these differing perspectives could impact our lives not only professionally but personally.

There is a whole generation of Digital Immigrants (people born prior to 1980) who are struggling to teach the entire generation of Digital Natives (born on or after 1980). There is a belief or point of view that a Digital Native and a Digital Immigrant have difficulties communicating. Digital Immigrants in fact speak a different language and struggle to communicate in terms that the Digital Natives can understand and relate to. Being a “Digital Native” myself and having reviewed various thought articles on the differences between how a Digital Native and Digital Immigrant can interact with each other (and also the conflicts between the two generations) I can relate.

As with any language barrier (or gap in understanding) this can lead to frustration and even some conflict between the generations.  Of course not all Digital Natives are technologically inclined and not all Digital Immigrants are incapable of communicating effectively on the same level as a native. There are plenty of Digital Immigrants who excel at a farther pace then a good majority of the Digital Natives. Let us not forget it was the Digital Immigrants who created the initial technology that ushered in the digital age. Obviously someone had to have been thinking outside the box to have created the Digital language to begin with. So I do not necessarily believe that initial belief of where the line falls to differentiate between the Digital Immigrants and Digital Natives to be an accurate one. I do believe there is a difference in how children who are born after the birth of the digital age think and learn though. Children nowadays are learning and demonstrating at an earlier age a higher level of intelligence and understanding that even some of us who fall into the earlier years of the Digital Native timeframe ever did.

I found the concept of the Digital Native to be engaging, and thought-provoking but when you couple it with the phrase Digital Immigrant the argument or concept behind the two of them together is insulting. The digital age ushered in an explosion in technology (especially in the last 15 years) but that does not mean that those born prior to 1980 have somehow been left behind. I know plenty of “digital Immigrants” who are more natives in this digital world then the rest of us.

It is inaccurate and unflattering to call those born prior to 1980 immigrants. They are the ones who created digital technology in the first place. I think it would be better to eliminate the terms all together then to try to split the generations in such a general way. I have worked with both types of customers those who refuse to learn or understand digital technology and those who can keep pace with me and even at times are faster to the point. I have also been privileged enough to have a 90-year-old grandmother who has learned in great detail how to use her iPhone to the max. It is always a good day when I get a picture via text message from her. She loves receiving messages and pictures via text even if she doesn’t get to see us every day. She may not be able to keep up with text abbreviations (I’m 30 and refuse to use too many of them either) but it doesn’t mean she is speaking a different language or is incapable of learning a new one either.

 

Related Articles:

Personal Integrity: Keeping Your Word at the Expense of Not Looking Good

What does it mean to keep your word? When someone makes a promise to themselves, to a loved one, to a professional acquaintance and follows through consistently and reliably, they are communicating a message about who they are and what is important to them. What is the alternative?  Not keeping one’s word because of convenience or short term gain also communicates something about who they are and what is important. There are times when we make a promise because of peer pressure or because we are not comfortable with saying no.  Some people make a promise or agree to do something because doing so makes them “look good” in the immediate situation.  When it comes time to deliver, they don’t follow through (especially when no one is looking). They “give their word” because they will look good by doing so.

What happens when we make a promise because we are pressured into it?  When we don’t want to do something but are pushed into acquiescence, the outcome is resentment. There are times we are resentful that we gave and promised to do something that we did not want to do in the first place. That resentment can then infect how we communicate with the person who pushed for the promise. We start to look at them negatively, we create scenarios about their nefarious motivations and how they took advantage. This begs the question – why give your word to do something when you did not want to do it in the first place?

What is the real cost of looking good at the expense of keeping your word and being resentful or not keeping your word and lacking integrity? The outcome is a life full of resentment and regret?  Realizing that living to please others at the cost of your own peace of mind Is not worth the cost of “looking good” in the moment or worth avoiding the short term discomfort of saying “no”, no matter how hard the other person pushes.

The flip side is of course that we do not want to admit that we would prefer to look good but carry resentment about the choices we have made.  That’s actually an easy way to remain stuck – please others, and resent them for having done so. It’s actually easier to go about life making choices that are consistent with what we want, regardless of whether or not other people are happy with those choices. The choices are not black and white – we’re always trading off what we want versus what others want from us.  Living on one side or the other of this conundrum would mean we are shallow and self-centered or are mindless people pleasers. There is always a way to balance sacrificing for others and keeping our word but doing so without living a life full of resentment.

The answer to this is simple: honesty. It seems at some point in our lives we learned that being honest made us look bad or hurt someone else’s feelings. Regardless of how someone may interpret your perspective, (what is true to you) what is most important is self-honesty. People will appreciate honesty more than the façade of “looking good”. If you do not want to do something, a simple “no”, regardless of why, will be easier on both parties.  You won’t have the resentment and the other person will not feel the resentment (even if they don’t get what they want short term) Honesty is healthier than if you grudgingly give your word to do something you do not want to do. When you cave and give your word you feel obligated to keep it even if it causes ill will. Breaking your word causes more ill will; which in the long run has a much greater impact than one honest conversation will have on the relationship.  Breaking one’s word is a more painful “no” than saying so up front.  Honesty does not have to hurt someone else. Being truthful with someone does not mean you are insulting them. Saying “no” up front and being open and honest about your reasons is respectful of the other person and of yourself.

Keeping your word regardless of whether or not you “look good” will actually have the unintentional effect of makinge you look good. When we try to look good we usually end up failing at it. If we are honest about something with ourselves and with others, keeping one’s word is easier and makes one happier. You create a life of possibility when you stop trying to please others, stop trying to look good and learn that honesty and integrity go hand in hand. Stick to your word even if you have to be honest and say something someone does not want to hear. Just be honest and kind when you do it. Sacrificing looking good for honesty has never been a bad choice.