statera.com

We created a step by step flow that captured the required approval information, submitted the approval, and then tracked the status of that approval for each Opportunity. The flow gave our client’s customers the ability to update existing information and enter new locations. Ultimately, they found a way to monetize that customer portal by generating new opportunities for existing clients, and it all started with the information management flow. We created a step by step guide that helped sales reps send NDA’s for counter signatures with 5 clicks.

Lets look at an example case: Sales Manager for the NE Region would like to organize their opportunity detail pages and make them more efficient. For example if your detail page contains 4 sections, you will create 4 quick actions. Edit Object > Buttons, links, Actions > New Action > Action Type = Update a Record > Step 2: Select Edit Layout and drag and drop the fields onto the canvas to match your detail page section fields and select Save.

Conversely with the Lucene or Google based searched users are presented a list of likely articles and the system builds a ranking system based on how many times users select a given article. When we build too many data categories or a rich data category hierarchy we are competing or negating this ranking system. As you build out your Knowledge be mindful that the system will learn which articles should be recommended and don’t burden the system with too many data categories that can overpower recommendations based on past results. Now gradually add Data Categories and continue to measure outcomes and adjust search terms to determine if the system is recommending the best articles.

For example, if you require a Sales person to perform qualification activities once an opportunity enters a particular stage, you could create a section on the page layout with those fields. Instead of keeping them there, you could create a Lightning Flow that steps the Salesperson through a quick questionnaire to gather the datapoints needed, calculate the viability of the prospect, and then display an output to the Salesperson while automatically advancing the stage of the Opportunity. This ability to segment information into various subprocesses cleans up the page layout and increases user adoption of the aforementioned qualification process. A guided experience can have much better results than throwing 30-40 fields at a page layout and having your sales reps try to memorize which fields to fill out in which qualifying scenario.