Posts Tagged ‘blog’

From spreadsheets to Salesforce – tips to assist your migration process

Saturday, May 30th, 2020

Every business is different; therefore, every implementation, including the process of migration, will be different as well.  Yet, many share common elements. 

If you are thinking of moving your operational processes from spreadsheets (or another platform) to Salesforce, give this article a quick read. You will learn some of the key ingredients that every successful migration to Salesforce CRM contains.


Before the big move


Decide on your data model (bonus tip – we help!)

Organising data in Salesforce CRM is not the same as organising it in spreadsheets, which is why planning the data migration and defining the approach is necessary to achieve the best results.

To create an idea, the data conversion that usually happens out of moving from spreadsheets to the Salesforce CRM cloud could look like this:

  • Spreadsheet tab can become A Salesforce object
  • The column becomes Salesforce field 
  • The row becomes Salesforce record
  • A set of objects, functionalities and permissions becomes a Salesforce App

Some of the first steps usually entail identifying the required fields, mapping them and then determining the right order of the data migration process.

The data management practice includes a few moving parts, and if you are not working with a Salesforce implementation partner, check the Trailhead Data Management module for support.


After the big move


Design the data security model

Because of the various types of users with different levels of responsibility, Salesforce offers a comprehensive and flexible data security model to secure data at different levels, including object-level, field-level, and record-level security.

At every level, there are further customisations that you can do to keep your Salesforce org secure, some of which include profiles, permission sets, role hierarchies or various types of sharing rules. Every company should conduct its own evaluation of how their data security model should look like, but for support, check out what Salesforce says on this topic.


Use Clicks Not Code to customise your Salesforce org effortlessly

We’ve previously talked about how Clicks Not Code functionality in Salesforce helps users build and customise the platform, without having to write any code.  You can use Clicks Not Code feature to extend your Salesforce org in the following ways:

  • To enhance the user experience with App builder and Community builder
  • To become AI-intelligent with Einstein Prediction Builder and Einstein voice skills
  • To create logic with Process Builder and Flow Builder
  • To build the Data model with Schema builder

Getting new processes mirrored on the CRM platform will demand substantial time and effort from your team, so it’s a good practice to take it slow and steady. For this reason, Clicks Not Code comes in nicely to make room for compact solutions that we need.


Final thoughts

When moving to Salesforce CRM from spreadsheets, it’s necessary to remember that the process that is taking place is transformation, more than just translation.  

Salesforce CRM is a powerful platform, and it would be a waste not to use all of its potentials. If you are struggling to get the ball moving on the Salesforce platform, or have a specific question about it, connect with us. We are here to help.







Learning to use Salesforce – A stress-free beginners guide

Friday, May 22nd, 2020

So you have your Salesforce login credentials and now you’re ready to take Salesforce for a spin. Excellent news!

Like many who came before you, working with a new CRM system can feel overwhelming, maybe even leave you worried about your progress. 

High CRM adoption rates are more important than you might think. In a negative scenario, inadequate use of the CRM can end up slowing us down instead of speeding us up. But on the flip side, if the system is set up to support you – you can end up exceeding the targets faster than ever! 

We bring you three tips on how to navigate your learning path as a beginner user and skip any confusion in the process.


3 steps to learning Salesforce as a beginner user


  • Take it one step at a time

Lead, contact, account, opportunity… There are many moving parts within the Salesforce CRM platform, which means that focus is essential. As a beginner user, you don’t have to learn everything at once, but you should know what’s vital for your role right now. For example, if you are a sales rep – create a feedback loop from early on between the sales and marketing department. This way, you will ensure everybody agrees on when to convert leads to opportunities. Also, establish the right approach between the departments because storing the data will, later on, affect important metrics, like the Campain ROI. Keep in mind; the goal is to increase the benefits of the platform going forward, so the more you understand what you wish to get out of the CRM, the better you can set it up.


  1. Adjust the platform according to your needs

Salesforce is made to be customised. To give an example, for a sales manager based out of the UK, creating an interactive filter in reports that specifically shows geographic data relevant for him might be a good idea. Additionally, you can summarise and group your data, perform specific calculations, and create more advanced data visualisations via dashboards.

Creating a custom Home page is something to consider in the beginning as well, as it will unveil further Salesforce functionalities. For instance, monitoring key performances will help you understand the key metrics and highlights of the business and how they are reflected on the platform. 


  1. Create a practice with Salesforce Super Users

Super Users are employees who embrace the Salesforce platform enthusiastically, ask questions from the start and give ideas on how to improve processes. Every organisation has employees with similar characteristics, and it’s a good idea to use them as Salesforce messengers of your company. Create a practice where all company Super Users can share feedback, attend CRM meetings, and weigh in on the Salesforce roadmap. 


If you are looking for more specific information, or want to connect to other Salesforce users head over to the Salesforce Trailblazer Community, where you can ask questions, discuss particular topics or join groups to learn further.


Final thoughts

As Salesforce helps its users every step of the way, we advise beginner users to utilise that support. For starters, you can leverage the Trailhead platform to get yourself familiar with the CRM functionalities. Specifically for beginner users, Trailhead has prepared a trail named Salesforce user basics, that explains the fundamentals.


Another option is to get in touch with our team of experts here at Cloud Orca to help you understand your blind spots better and steer you in the right direction.

Is Salesforce the right choice for your startup? Here are 3 simple questions to help you decide

Friday, May 15th, 2020

Many decisions you make in your startup can be difficult, but picking the right CRM doesn’t have to be one of them. 

The secret to easy choosing is in asking the right questions.



Dreamforce 2020 Will Become A Virtual Experience

Saturday, May 9th, 2020

Salesforce has announced that its trademark annual event, also known as Dreamforce, will be getting a new appearance in 2020—a virtual one.

The Dreamforce 2020 event is scheduled for November 9th to 12th. The same event last year attracted over 170,000 Salesforce enthusiasts.

Due to the current climate, the cloud giant will be redesigning all of its upcoming events in 2020, including; Dreamforce, Tableau Conference 2020, Tableau Conference Europe, TrailheaDX India and their World Tours. 

According to Salesforce update, every event will be reimagined in a new and virtual way.


Virtual is the new normal

Salesforce had already managed to carry out a virtual experience in March this year when the World Tour Sydney was delivered as a virtual event. As a result, the World Tour Sydney was viewed by over 80,000 people which was a significant increase, considering how the same event was an 11,000-person affair before.

The Dreamforce usually offers over 2700+ sessions over four days. The entire experience includes product panels, keynotes, prominent guests (last year Barack Obama was one of them) and even after-session gatherings and social events.

Reimagining such a huge event will be a new undertaking for almost every business, so it would be exciting to see how Salesforce carries the new Dreamforce through. 



In addition to announcing the news for Dreamforce 2020, Salesforce has also shared how they will be refunding all purchased passes. However, it might take a bit more time until Salesforce works out all of the details.

To follow regular updates on the event – check out Salesforce Dreamforce’s FAQ page.

Woobot: Real-Time Slack & Teams Integration With Salesforce

Tuesday, May 5th, 2020

Here at Cloud Orca we’ve seen our customers’ business disrupted by the Covid 19 event.

Work activities and client interactions have all substantially moved online at a record pace. Platforms like Microsoft Teams and Slack have taken over as organisation work to bridge the collaboration gap. 

The disruption this is causing represents a new opportunity to blend technology, change management, and process transformation as enterprises look to harness this new normal. We are in the early stages of a massive change in how people interact with each other and their data. (more…)