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Increase Salesforce Vaccine Cloud Adoption

Coronavirus has been one of the most challenging times in recent years for many different reasons. Clinics around the world were forced to adapt quickly, and when vaccines became available, they need to ensure they had systems in place to support a successful roll out.

Healthcare providers needed to go digital, and quick. Many businesses turned to using tools that were taught through school, one of these being Excel. As the usage expanded, bottlenecks began to show. We all know how using a tool like Excel could lead to almost 16,000 unreported cases of covid, or at least England knows.

Salesforce was quick to deploy Vaccine Cloud which focuses on securely managing vaccine administration, COVID vaccination statuses, and test results. Businesses then needed a tool to transform the data they were collecting in Excel and push it into Salesforce.

How can SimpleImport extend the potential of Salesforce Vaccine Cloud?

SimpleImport has potential to be used in several different ways, but its primary benefit to clinics is its ability to be rolled out to non-administrative users in the Salesforce organisation. It isn’t possible to rely on existing importing tools due to their locked down nature I.e. being restricted to admins or certain objects. Clinics needed a tool they could hand to their staff to complete repeat import tasks but whilst staying within the set confinements of their permissions.

There are valid fears from technical teams about granting ‘non-technical’ staff an importing solution for Salesforce. The concern is that it’s too easy for staff to make a mistake. SimpleImport eases that pressure by providing a locked down experience so that users can only import to pre-defined mappings and objects, ensures that Salesforce’s CRUD and FLS permissions are adhered to, and lastly provides an undo button that rolls back an import.

In a time of fast adoption of technology, it’s expected that mistakes could happen, so finding ways to mitigate and undo them with SimpleImport provide extreme reassurance and operational value.

Immediate benefits of using SimpleImport

  • Teams adopt Salesforce quicker by having their data from Excel regularly imported.
  • Provide licenses to standard users and empower wider teams to help with the data tasks.
  • Save repeat tasks so that users can save significant time during their import process. 
  • Provide an undo button to roll back an import.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import reviews into Salesforce

As a managed package provider on the Salesforce AppExchange, we understand the value of receiving reviews and tracking them in a centralised location. Salesforce is a great platform for centralising data and managing actionable outcomes, but quite often reviews can be received via several different platforms, especially in the Travel, Tourism & Hospitality verticals.

We love talking about this use case because it covers a common (and often manual!) problem of trying to unify multiple sources of data. The “review” element gives it some context that we can all resonate with.

We’ve seen some exciting implementations specifically linked with review data in Salesforce. One particular case uses Einstein Sentiment – “The Einstein Sentiment API classifies text into positive, negative, and neutral classes to understand what the words people use can tell us about how they’re feeling”. The output of the Sentiment API’s classification would generate follow up activities in Salesforce specific to their case. This truly highlights the importance of getting the data in a central location.

Import review data into Salesforce using SimpleImport

So, we’ve identified why centralising review data in Salesforce is useful, but how can SimpleImport help?

Most review systems allow users to export data in a spreadsheet file. Each system will have its own variation of the spreadsheet format (I.e., column headers) so having a single mapping won’t be sufficient. However, using a saved mapping per review engine will get us closer to a seamless experience.

So, we have multiple mappings, one for each review system. How can we make it easy for our importing users to import these files? With the power of Salesforce Flows! Why is this helpful? Because the ManagedImport component can be embedded within a Salesforce Flow Screen. This means you can present a selection on a first screen for your user to choose the relevant review platform and a decision logic can load the correct import mapping ready for your user to import. Simple!

Immediate benefits of using SimpleImport

  • Reviews are in one centralised platform instead of being stored across multiple external websites/systems.
  • Handle the hurdle of different platforms using different export spreadsheet formats by utilising Salesforce Flows with the ManagedImport component.
  • Open endless possibilities with that data in Salesforce like using Einstein Sentiment API.
  • Once configured, it’s easy to use, simple to expand, and difficult to make a mistake.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import price book and promotion data

It’s no secret that managing price books in Salesforce isn’t the easiest of operations. Whether it’s updating existing prices, or creating new ones for seasonal promotions, it can be a thankless task that ends up consuming hours of admin time. It’s why many teams favour handling this operation in a shared spreadsheet document which can then be imported into Salesforce.

Import price book information into Salesforce

SimpleImport is the perfect tool for importing the price book information with just a drop of the file. Since SimpleImport supports workbooks with multiple sheets, complex spreadsheet formulas, and isn’t just limited to CSV files, the solution really empowers those who wish to leverage the benefits of a spreadsheet document and get that data into Salesforce seamlessly.

The structure of pricing and promotion data rarely change. This means that teams can rely on SimpleImport’s saved mapping feature to store how the data should be imported. This means you can focus on what is important – managing pricing information.

In the event of needing to insert and update data in a single operation, you can configure the tool to execute an upsert, therefore saving the process of splitting out the import into two jobs. Furthermore, if the mapping of objects and field metadata rarely changes, leveraging the ManagedImport component in a dedicated App page can provide your Salesforce users with a “one-stop-shop” for importing the data.

Immediate benefits of using SimpleImport

  • Allow team members to leverage tools that are more native to the audience.
  • Encourage and promote cross team collaboration using shared spreadsheets before committing the changes to Salesforce.
  • Streamline the process to a single task by using the upsert operation. 
  • Remove repeat activities by leveraging saved mappings in the SimpleImport application.

Supporting workbooks and complex formulas gives you the control you need to be productive in your day without fears of tech incompatibilities. This enables you and your teams to continue at the pace you want by using SimpleImport in your Salesforce organisation.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Streamline the Opportunity Line Items (Opportunity Products) Importing Process

If we had a slice of cake each time a prospect reached out to us asking for help to streamline their importing process for the Opportunity Line Item object, the ProvenWorks team would be living off cake. It is no exaggeration that this object is the one we hear about the most.

How does SimpleImport help with importing opportunity line items?

That answer can be different per use case due to the quirks associated with the object. Nevertheless, what all these use cases have in common is our ManagedImport component. With its “pass current record ID” functionality, the component takes a huge load of admin out of the import process when working with Opportunities.

This functionality allows users to import products directly on the Opportunity record, without the need to fetch a record ID or some unique identifier for the excel file. This is ideal for orgs who receive orders in a spreadsheet document that need loading into Salesforce.

Import related records quickly

Let’s break that down further. I have a list of products in a spreadsheet file that an existing account wants to purchase. I open the opportunity for the account, use the ManagedImport component, and I simply drop the file with the products in into the modal.

Those line items will now be inserted to the Opportunity Line Item object and automatically are related to the opportunity record that I am looking at. This will allow us to create a list of products to be purchased by the customer in a few seconds. No more faffing about getting record IDs or a unique piece of data from Opportunity. Let the tool do the work!

Immediate benefits of using SimpleImport

  • Quickly load opportunity products to existing opportunities and require little training to do so.
  • Pass current record ID functionality in ManagedImport removes the requirement to edit the file prior to import and mitigates potential mistakes.
  • Support for workbooks with multiple sheets allows you to distribute and share complex workbooks with your customers that can be loaded directly into Salesforce without having to export a CSV.

What’s next?

We’ve written a step-by-step guide explaining how to use SimpleImport for importing opportunity products.

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

Import data via a Digital Experience with Experience Cloud

Use of Digital Experiences (previously known as Communities) have been growing in popularity since their launch, with even more adoption since the repositioning of Salesforce Experience Cloud.

Salesforce Experience Cloud implementations have been expanding with use cases growing where external users need to interact with an internal CRM. Some of these use cases even include importing data – this is where we come in!

A digital experience can be used in so many contexts: partner portals, e-commerce sites, or even franchisee hubs. With lots of different audiences come lots of reasons why users need to import data.

Empower external users to import

One of our favourite use cases to date has involved importing annual employment diversity data of over 40,000 registered businesses based within an allocated region. Each entity was already using a spreadsheet to collect all the required data, but it was previously left to a single admin to manually import all the data that was received via email across a one-month period.

With the aim to cut out the middleperson, they worked with Salesforce and ProvenWorks to roll out a new Digital Experience which had SimpleImport’s ManagedImport component as a way of importing all the data into Salesforce.

With the component in place on the Digital Experience and the import mapping configured, the business entities could drag and drop their spreadsheets onto the component, importing the data themselves.

Immediate benefits of using SimpleImport

  • Emails are no longer being sent to the incorrect email address which potentially resulted in leaked data.
  • Internal teams can run reports in Salesforce to see which businesses were yet to import their data. Additionally, automated processes can then send notifications to the correct contacts.
  • Mistakes are highlighted to the businesses at point-of-entry, so they are able to correct any missing data.
  • The admin previously in charge of the process no longer has to download all email attachments and import their data.

SimpleImport acknowledges the user’s permissions, so the digital experience users only need write permissions to their custom object. There is no concern that they would be able to use SimpleImport to access data that they should not have access to.

What’s next?

Learn more, book a demo and get a trial of SimpleImport by ProvenWorks.

How to automate Address Verification via a Record-Triggered Flow

Introduction

Salesforce Flows give admins a chance to implement advanced processes into their org with clicks, not code. Here at ProvenWorks, we want to empower admins to do more, so building on the capabilities of Salesforce Flows, AddressTools Premium allows you to configure an automated address verification process with no coding knowledge.

This article covers configuring a Salesforce Record-Triggered Flow to queue an address verification process on a record that invoked the flow. This produces a verified address within moments of the flow being triggered. It is dependant on Salesforce Future Methods so be aware that there is expected to be a slight lag between the record being inserted/updated and the address being verified.

Pre-requisites

The component used in the flow comes as part of the AddressTools Premium package. An additional purchase of address verification credits will be required.

If you’re new to AddressTools Premium, please contact info@provenworks.com with your Org ID to have the team enable your org for batch address verification. Without doing this your org will be unable to verify addresses.

With AddressTools Premium installed, the following configurations will require:

  • An address block to be configured in the AddressTools Administration page,
  • An address status field for the address block,
  • Verification enabled for the org and specifically the address block.

If you need assistance on any of the pre-requisites, please refer to the AddressTools Premium Installation Walkthrough before getting started.

Create a Record-Triggered Flow to verify addresses in Accounts

The following example is going to follow verifying the billing address block on accounts using a Record-Trigger Flow on insert and update. This process can be adapted to any object and address block of your choice assuming it’s configured with AddressTools.

  • Go to Salesforce Setup | Flow.
  • Select New Flow.
  • Choose Record-Triggered Flow.
  • Search and select the object that you are configuring the process for.
  • Set Trigger the Flow When to A record is created or updated.
  • Select Done.

Configure Start

  • Object Account
  • Set entry conditions.
  • Configure Trigger A record is created or updated.
  • Condition requirements All Conditions Are Met (AND).
  • We’ll choose the address status field configured with the address block. For this scenario: pw_ccpro__BillingAddressStatus__c Equals Not checked.
  • When to Run the Flow for Updated Records Every time a record is updated and meets the condition requirements.
  • Optimize the Flow For Actions and Related Records.
  • Done.

Configuring an Apex Action

  • Click the plus sign to add an element
  • Add Action| Filter By Type | Apex Action
  • Action: Premise-Level Address Verification
  • Label Verification of addresses
  • API Name Verification of addresses
  • Set Input Values
  • Country-Field API Name: BillingCountry (This value is the API name of the country field configured in the address block. For example, the Mailing Country on Contact would be MailingCountry).
  • ID of record to validate: {!$Record.Id} (This takes the record ID from the record that invoked the flow).
  • Done.

Save the Flow

  • Select Save in the top right.
  • Provide a Flow Label to help you identify the flow in the future.
  • The Flow API Name will autofill.
  • Click Save.
  • Activate the flow.

Testing the Flow

With the flow created and activated, we can now test it in the org.

Note: before testing the flow, we recommend ensuring you have the Batch Verification Alerts Email field populated in AddressTools Administration with your email address.

  • Go to a test account in the Org.
  • Edit the billing address.
  • Save the record.

This will invoke the flow and it may take a few seconds to return the status. If the address status field has not updated by the time the page refreshed, give it a moment and refresh the page.

Book a free demo

We love talking about all things address related! See AddressTools, our address data solution for Salesforce, on a free demo.