Migrating from Classic to Lightning (Successful Projects)

Improved Apps is ideal for Salesforce Customers who are embarking on any Lightning project.  The Lightning user interface (UI) is a step-change from the Classic UI that users will be familiar with. 

 

We are often told “All change is painful” and for sure, one of the biggest issues will be coping with the frustration of unfamiliarity for completing familiar tasks.  That said there are many good reasons to move to the new Salesforce UI, which is been built around customer requirements, and Improved Apps technology can make that move a whole lot easier.

 

“The migration can be de-risked and simplified by implementing Improved Apps now, in your Classic environment, great preparation for your Lightning go-live project. Further more, all your rich content, in context, persists from Classic to Lightning with no extra work.”

Simon Thompson, CEO Improved Apps

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Season’s Greetings from Improved Apps

Winners of the Seasonal Competition for Innovative NoticeBoard uses 

We recently invited our Improved Noticeboard users to suggest some innovative approaches to using Improved Noticeboard within their organisations.

We were flooded with responses and have picked the best three as winners.

Congratulations to:

 

Shea Mixon from AmerisourceBergen

Andy Louca from Thomson Reuters

Michael Allen from Color Consultancy

 

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The Week that Was #15 – Through the Eyes of Improved Apps

A round up of things that the Improved Apps folk chat about over a cuppa coffee!

By Sophie Wyard – Marketing Manager @ Improved Apps

shutterstock_135569845 smaller

 

We’re a diverse bunch at Improved Apps and we enjoy sharing a story or two… our news… and views… over a cup of coffee or around the water cooler (and an occasional beer!)

So, we thought why not share a few of our newly discovered noteworthy news stories, fascinating facts, helpful hints, as well as the things that have made us smile or simply laugh out loud.

As our apps support the entire gamut of Salesforce users from sys admins to sales reps; from marketing managers to business analysts and from trainers to support staff, (and bearing in mind we’re all human), we hope that there is something of interest to everyone.

Happy reading!

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Financial Services Compliance with Salesforce

By Paul Field – CEO @ Improved Apps

 

money

Compliance with Retail Distribution Review (UK) and Conflict of Interest (US) Regulations for Financial Services Organisations using Salesforce

There is considerable focus in both the UK and US to ensure advice provided by agents and advisors relating to retirement investments meets the interests of the client rather than those of whoever is providing the advice. As a result, legislation has been introduced in both countries to impose codes of conduct on the industry along with significant penalties for non-compliance. These new laws relate to the ways in which advice is provided and the disclosure of commission and other pertinent information that should encourage advisors to provide the best impartial suggestions and for clients to make the best informed decisions.

Financial services businesses deal with product just as much as a manufacturer: Furthermore, the process of New Product Introduction is one that is highly regulated and is subject to a high rate of change. New offerings must be understood and incorporated into the portfolio being made available to investors.

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Improved Change and Enablement

By Rob Bailey – VP Alliances @ Improved Apps

old way new way

Change is the Only Constant

Implementing, enabling and changing systems in the delivery of Internet Solutions (SaaS) create unnecessary issues. Is it so different to Classic System Change?

 

When implementing or changing systems, management commonly faces a reactionary attitude from potential users or even customers, (if the company is an ISV – Independent Software Vendor). People tend to be more comfortable with the status quo and so naturally resist potential changes that will result from the implementation and roll-out of a new or revised process. This resistance needs to be dealt with pro-actively and with compliance issues in mind. If a change is implemented but not accepted or utilised what good is it?

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The Week that Was #2 – Through the Eyes of Improved Apps

A round up of things that the Improved Apps folk chat about over a cuppa coffee!

By Sophie Wyard – Marketing Manager @ Improved Apps

shutterstock_135569845 smaller

 

We’re a diverse bunch at Improved Apps and we enjoy sharing a story or two… our news… and views… over a cup of coffee or around the water cooler (and an occasional beer!)

So, we thought why not share a few of our newly discovered noteworthy news stories, fascinating facts, helpful hints, as well as the things that have made us smile or simply laugh out loud.

As our apps support the entire gamut of Salesforce users from sys admins to sales reps; from marketing managers to business analysts and from trainers to support staff, (and bearing in mind we’re all human), we hope that there is something of interest to everyone.

Happy reading!

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7 Ways Sales Leaders Can Get The Most Out Of Salesforce

By Marcus Gilbert – Enterprise Sales Director @ Improved Apps

business people jumping for joy - success

What lies behind the results that your employees achieve, and upon which your company depends for its business success?

Answer:

Your people, and specifically, the behaviour of your people.

Providing them with great customer engagement tools such as Salesforce.com is only a part of the solution. Unless your people have internal belief and take ownership of the values of your company, they will not exhibit behaviour that drives appropriate actions to get positive results.

Let’s take a look at your sales force:

The purpose of a salesperson is to win business. They do two things: manage a sales opportunity to closure and prospect for new opportunities. That’s it.

 

It’s well known that 80% of your revenue will come from the top 20% of your salespeople. These people are exemplars in combining the knowledge and sales tools your company creates around product, case studies, competition, etc. with a sales process your company has honed over time to win business. These sales exemplars have the skills and abilities to do the right things at the right time using the right information in the right way. They exude confidence, believe in your company and exhibit a behaviour that drives action to get positive results. Imagine if you could bottle this!

 

The next 60% of your sales people are either aspiring toward exemplar, or simply stuck in the middle. They often don’t know where the right sales tools are or how to use them at the right time. They may not know how to quickly access your company’s knowledge to respond to situations ‘in the moment’, especially if they are still ramping up their skills – and that’s why you invest in tools and coaching to nurture them to be the next wave of exemplars. Imagine if you had a way to help this (largest) group of salespeople to mimic the behaviour of your exemplars!

 

The bottom 20% of your sales people are either new-hires or struggling to gain the skills and abilities to do the job. They need a lot of help and you will be investing time and money on them. Again, imagine if you had a way to help this group of salespeople mimic the behaviour of your exemplars! If they have the ability to improve, then you need to accelerate the program, otherwise it may be time to let them go.

So, as sales leaders, what can you do?

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Salesforce Winter-16 Implications

Salesforce Winter-16 – Managing a Successful Transition

Salesforce.com is continually driving innovation in cloud computing and customers enjoy the benefits of new features. However, the price of progress is keeping up with the pace of change – and the latest casualty is the forced obsolescence of standard ‘Classic’ pages.

 

Winter-16 is a watershed release for Salesforce user interface innovation. Salesforce needs old models to be dropped, to reduce legacy maintenance and compatibility issues. But can customers be persuaded to migrate from the Classic pages in which they are heavily invested – to embrace the new Salesforce1 mobile, Visualforce and emerging Lightning interfaces?

Will Winter-16 force mass-migration?

Will Salesforce Winter-16 force mass-migration?

Until recently, as Salesforce releases introduced new and improved features, the legacy approaches that they superseded were frozen so that their use couldn’t be extended. However, critically, these obsolescent features didn’t actually stop working. This has changed with Winter-16, which starts a forced migration of customers requiring any kind of enhanced user-experience away from the Classic user interface.

 

Announced in the Summer-15 release, Winter-16 disables the means to inject Javascript into Classic pages, thereby preventing the automatic launching of solutions that enhance the user experience. Furthermore, Salesforce has announced that scripts run from buttons will soon disappear.

 

This time-frame has provided little opportunity for Salesforce customers with modified Classic pages to migrate to alternative approaches – and Lightning doesn’t yet provide a direct replacement for a modified Classic UI. The result is that a significant number of customers are caught in no man’s land – with many of their Classic user interface ‘mods’ disabled but with limited alternatives other than migrating from Classic pages.

Improved Apps support for Winter-16 and beyond

The Improved Apps vision is to drive Salesforce adoption, whilst striving to enhance the overall user-experience and usability. A major factor here is the way that we enable our customers to buffer their end-users from the complexities of raw constant change. The priority for Improved Apps is to ensure that the path forward, for all our customers to reach the latest developments from Salesforce, is also a bridge that allows them to travel safely from the old to the new at a manageable pace.

 

This Salesforce Winter-16 change would appear to render obsolete any investments customers have made in bought or built solutions that rely on Javascript injection. However, the situation is not quite so simple:

  • Console and Salesforce1 Mobile user interfaces have never supported the capability to inject scripts. So, our recipes for delivering Improved Apps into these more modern user interfaces remain unaffected;
  • Visualforce pages: Automated scripting has always been supported in Visualforce pages – and our recipes for supporting these pages reflect this. Furthermore, as a Visualforce replica of a Classic record-view page can be created with two lines of Apex markup – and our solutions added with two more – many customers have already replaced key Classic pages with Visualforce versions;
  • Browser Extensions: Many Salesforce partners use browser extensions to manage injection of Javascript on page load – and some Salesforce customers have also deployed this technique to safeguard their own customisations, ready for Winter-16. We have introduced Chrome and Firefox browser extensions (IE coming soon) and customers who have implemented these are able to continue as if this Winter-16 change didn’t happen.

 

So, the real impact of this change is limited to script automation, on page load, in Classic pages, for Salesforce customers unable to either move away from Classic pages or deploy browser extensions. Even here, we support a variety of deployment options for Improved Help and Improved NoticeBoard:

  • Improved NoticeBoard: Visualforce components:
    • Sidebar Notification Banner: in small ‘watch’ form-factor;
    • Embedded Notification Banner: in wide, ‘news-ticker’ form-factor.
  • Improved Help:
    • Show Improved Help’ Custom buttons or links, with scripts launched by user’s click.
    • Visualforce components (due in our Winter-15 release, ETA 16 October):
      • Embedded Help Panel: delivering user, page and context-sensitive help & training content for the current page;
      • Pop-out Help Panel: using a sidebar launcher to pop-out the Help Panel as a stand-alone reference window that can optionally be synchronised with page navigation between Salesforce records.

Please see this FAQ entry that summarises Improved Apps deployment options by Salesforce User Interface.

CRM implementations – avoiding the pitfalls

By Paul Field – C.O.O. @ Improved Apps

CRM implementation - prevention is better than cure

CRM implementations can be tricky – but it needn’t be

No matter which project planning methodology you look at for solution implementation, at some point there will be some steps that say ‘training and communication’ or ‘education’. This tends to happen after the backbreaking work of the implementation and in the slight lull before it goes live. Implementing a Saas-based CRM solution is no different in this respect.

 

Precisely what happens at this stage differs widely depending on the organisation involved: At the top of the tree are enterprises with specialist training departments who have diligently prepared content for on-line/classroom or guide-based education. Then comes the non-specialist ‘training as a side-line’ where some poor unfortunate has to take it on in addition to their day job. Bypassing a few other levels of lip service we then arrive at the ‘throw it over the wall and see what happens’ school of thought.

 

Time passes and everything goes live and the users start to use their applications in anger. Even if the training had been at the upper end of the spectrum described, the chances are that the users will have forgotten exactly what it is they are supposed to do or didn’t quite understand in the first place. There are then the fields and processes that don’t come up very often and might not be encountered until quite some time after training, in which case there is every probability that both memory and notes fail.

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 Improved Apps supports Salesforce users previously left in the dark


Solar Eclipse

 

 

Alongside every implementation project there is a large mass of information and knowledge to be imparted to the stakeholders. However, experience shows that enterprises habitually attach far more importance to the design and implementation of the processes rather than training and communication with the people impacted by the project.

Improved Help, the new way to train, leaves traditional forms of learning and guidance in its shadow…

Knowledge needs to be transferred to those affected to ensure that:

  • they know exactly what to do and how to do it

  • they have an understanding of what the processes will look like post-change

  • they appreciate the bigger picture

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