Salesforce Automation: Process Builder & Flow Builder for setting primary contact and primary contact affiliation automatically

Posted on by succellerator SaaS / MBA Moralist

There’s a funny asymmetry at play in Salesforce NPSP. If you use the UI to enter a lone, “naked” contact, the fancy business logic envelopes that lonely figure in a Household account, as the primary contact on the household.

Nifty. Gee-whiz bang.

So why is it that when you create an organization and a first staff member on that organization, it doesn’t do something similar? Manually setting the primary contact gets irritating if you’re doing too much of it..

But with the aid of Process Builder launching a flow, this too can be configured in all its automated elegance — with the added benefit of affiliated the contact with their account’s API validated mailing address.

Pretty nifty.

Read the sway below for more information.

Salesforce VOIP Telephony, CTI & Analytics

Posted on by succellerator SaaS / MBA Moralist

I’m trialing some telephony options for a client on G-Suite. CloudCaller.io and DialPad, in addition to the possibility of a Twilio custom job. I’ll be reporting back more on these soon.

But I have to say, DialPad has impressive capabilities. The transcription is pretty accurate – and more impressively, it identifies interesting questions between the caller/agent and the call recipient.

Dialpad Analytics

This was with a girlfriend of mine from college, so it was unusually long, and not commercially focused. But it’s a little creepy to think about how much of our conversation The Machines are listening to. They’re certainly getting familiar with how we speak in practice if not our inner souls.

More on #DialPad, CloudCaller and integrating both of these with Salesforce coming soon.

SalesforceBen has a nice post on Salesforce/Slack Integration

Posted on by succellerator SaaS / MBA Moralist

Oddly enough, few of my clients use Slack. MSFT Teams seems, improbably, more prevalent. Still I remember it fondly from back in 2015/16/17 — and this description makes me want to find an instance to see it for myself.

Read on! https://www.salesforceben.com/slack-to-salesforce-integration-new-and-improved/

Trailhead Training Automations Using Office 365 Power Automate

Posted on by succellerator SaaS / MBA Moralist

#Zapier is an amazing company — the offering is robust and grows (seemingly) daily; they take security seriously, and there are lots of little signs that this is an org-cultural value of the highest importance.

That said, when looking at declarative point-and-click integrations, if it’s App X to Zapier to App Z, isn’t Salesforce to Office 365 even simpler?

A large list of recently published Trailhead badges.
The depth of content is getting out of hand (almost!)

I’ve been tending to the training needs of a cohort of users with widely divergent skill sets. So the AppExchange TrailTracker offering has been a god-send. And I have a Process Builder automation flow triggered by the creation of a new instance of the junction object User-Badge, which happens when I curate a Trailmix module that I feel is well suited to one of my students.