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How to succeed with a Salesforce ISV partner

As a Salesforce ISV partner since 2009, we’ve seen every kind of org, customer and implementation. Of course, each ISV partner in the ecosystem operates slightly differently but here we’ve compiled our cheat sheet of how to succeed with a Salesforce ISV and make your next purchase the most successful yet!

So, let’s jump into the questions you need to ask and the tips you need to action to succeed with a Salesforce ISV partner. 

1. Do your prep internally first! 

Once you recognise that there’s a need at your organisation for purchasing a solution from an ISV, it’s all too tempting to jump straight onto the AppExchange or start filling your calendar with product demo calls. 

Don’t fall into the trap of looking at specific solutions too early! It’s vital to do your internal research and stakeholder consultations first. You need to understand the longer-term plans of your organisation to make sure any solution you choose can scale and meet the needs of changing processes. Not to mention you need to understand who will be involved in purchasing approval. 

What kind of questions should you ask? 

  • How urgent is this need? 
  • Is there a budget? 
  • Are there non-negotiables? 
  • What other integrations do I need to consider with this tool? E.g., marketing platforms, fundraising platforms, events platforms 
  • Who will need to “see” this tool, either in demo or poc, before sign off? 
  • How do we anticipate this process to look in 6 months, 1 year, 2 years?

💡 Top tip: There are free templates online like this one for helping you evaluate software and making sure you cover the non-negotiables

2. Communicate with the ISV

Once you’ve done your internal research, it’s on to the fun bit… shopping around for solutions! During your prep, you’ll have established the right stakeholders who need to be involved with demos, testing and procurement from your organisation. It’s time to put that knowledge into practice.

Effective meetings 

Make sure the ISV is aware of which roles, responsibilities and seniorities you are bringing to calls so that they can mirror this. There’s no point bringing your CRM Architect to a call being run solely by an ISV’s Account Executive. Make sure your attendees and agenda are known in advance to make the most out of the time you’re spending on calls with ISVs. 

Set expectations clearly

We also recommend setting expectations early with the ISV on the project duration and urgency. Examples of this could look like: 

“I’m the only person actively involved right now so I’ll check back in after a month when I have more time to dedicate to this.”  

“This is not an urgent priority for us. I’m just having a look around for now.”  

“This is extremely urgent and our go live is the end of next month. Can you dedicate resource to us to help us reach that deadline?” 

Price transparency 

Pricing opacity is far too common in the software industry. We’ve all been on introductory calls where we’ve wasted 25 minutes of our time only to find out that a solution is way out of our budget. It’s a good idea to ask directly about pricing upfront to save yourself time evaluating solutions you have no intention of buying. 

“I see that there is a license cost of x per user. Are there any additional or hidden costs on top of this price?” 

💡 Top tip: We have the benefit of being part of a super friendly and accessible ecosystem. Ask around the Salesforce Community to see if anyone uses the solution you’re evaluation. Most people are happy to jump on a quick call to share their experiences, good or bad, of their purchase. 

3. Test the solution 

You’ve done your internal research and you’ve started to identify specific solutions that you want to evaluate. There is no better way of evaluating a solution than getting hands on with it. 

Get a test drive or free trial of your solution and start playing around with it. This is also a great time to ask more about the product and the team behind it. ISVs vary in how much support they offer and at what price point. Salesforce encourage all ISVs to offer at least some level of free support but it’s worth understanding exactly what you can expect – a dedicated mailbox or maybe even a dedicated point of contact. 

What kinds of questions should you ask? 

  • How much does support cost (if anything?) 
  • Is there “premium” support available, and if so, what does that include? 
  • Are there any other features in the product that can be beneficial? 
  • Is there much of a product roadmap?

💡 Top tip: Sandboxes provide perpetual site licenses in Salesforce so it’s a great idea to install trials in a sandbox. 

4. Clarify post-purchase support 

It’s easy to think that the moment you purchase a solution, you’ve completed your project. However, the nature of Salesforce ISV partner solutions and SaaS software means that this will be an ongoing relationship! Testing a solution is very different to pushing it into production and onboarding your users. It’s worth making sure you understand what happens if you do decide to purchase. 

What kinds of questions should you ask? 

  • What is your customer onboarding process like? 
  • Do you have a dedicated customer success team? 
  • How long from purchase to implementation? 
  • Do you use your own product? 
  • Will you notify us of upgrades to your App?  
  • How many releases do you do a year? Do we need to do anything to upgrade?  
  • Do you stop supporting older versions?

💡 Top tip: Make sure you have another point of contact at minimum that isn’t sales. Aim to have at least 3 contacts from different departments. 

It’s time to succeed with a Salesforce ISV partner 

There you have it – our introduction into the world of working with ISV partners. This is by no means a complete list of questions and considerations when purchasing an ISV solution, but this is a great place to start. Like with most things, clear communication and expectation is at the heart of how to succeed with a Salesforce ISV partner. 

So, with this in mind, we wish you the best as you make your next ISV purchase armed with our questions and top tips. 

You’ve got this!

About ProvenWorks

We mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

Find out what Salesforce Ben has to say about SimpleImport

Salesforce Ben has published their review of SimpleImport, our data import solution for Salesforce! 🚀

Andreea Doroftei, writer for Salesforce Ben, talks through the key features of SimpleImport as well as ideal use cases, setup effort, and how this importer could be a great addition to your Salesforce org.

“SimpleImport is a powerful time-saving tool for anyone – power users, end users and partner users. Whether it’s importing order forms on opportunities, handling deal registrations in a partner portal, or something completely custom, SimpleImport opens the door to a new approach for importing data.”

Lucy Mazalon, Salesforce Ben

Check out this in-depth review of SimpleImport by Salesforce Ben.

Interested in seeing it for yourself?

If you’re interested in finding out more about SimpleImport, use the scheduler below to book a demo with our team.

Can you import data in a Salesforce digital experience?

It is not possible, with standard Salesforce functionality, to allow digital experience users to import data to Salesforce.

SimpleImport is the only managed package in the Salesforce ecosystem that solves this common problem. Setup is quick and easy so continue reading to find out how!

We’ll look at both:

  • the business value (👋 hello C suite, ops managers, other people who have been sent this link to review)

Why is it useful to allow partner users to import data into Salesforce?

Salesforce Digital Experiences (Communities) built on Experience Cloud have been growing in popularity. It’s easy to see why they’re so popular, since digital experiences can be used in so many contexts: partner portals, e-commerce sites, help centres and even franchisee hubs.

With so many different digital experience audiences come lots of reasons why external users need to import data into Salesforce CRM:

  • Partners submitting deal registrations 
  • Franchisees uploading quarterly / annual sales information 
  • Retailers importing point-of-sale data 
  • Offices and field units reporting stock management

Organisations need a simple, fast and secure way to enable external users to import data in a Salesforce digital experience.

How to provide import functionality to a Salesforce digital experience

This is where SimpleImport comes in! SimpleImport is our exclusive-to-Salesforce spreadsheet data import solution.

SimpleImport is available on the AppExchange. Start your 14 day free trial and empower digital experience users to import data to Salesforce CRM.

Once you have installed SimpleImport, the steps are simple:

1. Configure an import ‘mapping’ for the partner data and save it.
  1. We‘ve got a handy User Guide to help you configure your import. 

💡 Top tip: To make things easy for the partner, provide a downloadable template spreadsheet file that matches this import mapping.

2. Copy the import mapping ID.

The saved mapping results in an import mapping ID. You just need to copy the ID.

3. Paste the mapping ID in SimpleImport’s Lightning Component.

Place SimpleImport’s Lightning Component on your digital experience and paste the mapping ID to configure the component.

The results 

When it’s time to import, the partner users simply need to drag and drop their completed templated spreadsheet onto the component… 

and that’s it… the import is done! 

What are your other options? 

Let’s take a closer look at one example. An organisation can use a digital experience for enabling partners to register multiple deals. 

With standard Salesforce, the organisation has three options: 

  1. Register these deals one at a time using the Deal Registration Global Action 
  2. Add multiple deals to a spreadsheet and send them to an internal user to import 
  3. Develop a custom solution 

Empower partner users to import data in a Salesforce digital experience 

SimpleImport is the only managed package in the Salesforce ecosystem that solves the problem of external users importing data in a Salesforce digital experience. 

And if you need more convincing: 

  • Partner users can import their spreadsheet data themselves – no more relying on admins which can result in bottlenecked tasks! 
  • There is no onboarding time – partner users just need the spreadsheet and a drag and drop. There’s no more fiddling with CSVs. Users won’t even realise they’re using an import solution.
  • You’re not compromising minimum-access security – don’t compromise the permissions you have in place. Limit object and field mapping access by user or profile. 
  • Imports take less than 20 seconds on average* (varies on the file size). 

How much does SimpleImport cost? 

We price our SimpleImport digital experience implementations on a case-by-case basis depending on: 

  1. Number of digital experience users who will be importing 
  2. Number of admins who will be managing the back end of the solution 
  3. How frequently you’ll be importing 
  4. Average size of file you’ll be uploading 

That’s why we’d recommend scheduling a demo call with us to discuss your requirements and create an accurate quote.

Book a demo of SimpleImport 

Do you need to empower external users to import on a Salesforce digital experience? 

Check out SimpleImport for yourself on a live demo with one of our team.

Import donations into the Nonprofit Success Pack (NPSP)

Giving back to the community is a big part of our culture here at ProvenWorks. We are a proud member of Pledge 1% and offer nonprofit discounts on our solutions!

Each year we find ourselves working with nonprofit organisations looking to expand their Salesforce implementations. This case study is one of the most common use cases we see when working in this sector with our tool, SimpleImport.

It’s no surprise that donations are at the heart of many nonprofits. It is not uncommon that they might be managed in another database, accounting system, or with spreadsheets. For these organisations who use Salesforce CRM, it’s vital to try and get as much of this data into your org so you can cultivate a single source of truth.

The Nonprofit Success Pack (NPSP) leverages the Salesforce-standard Opportunity object to track and manage donations. These Opportunity records are related to donors which are maintained in the Account and Contact objects.

How can SimpleImport simplify importing to the Salesforce Nonprofit Success Pack?

SimpleImport is the perfect companion for importing donation data, providing a drag-and-drop experience to import the donation spreadsheet file. It can be set up in just a few minutes to create a reusable, scalable, and secure import process meaning your teams don’t need to be tech experts to get donation data into Salesforce.

Do you need to load records with a master-detail relationship? No problem we have you covered. The ability to load child records at the same time and save the mapping is perfect for handling donors and recurring donations. This can be set up for non-admins too since the ManagedImport component can be placed on a Lightning App page. Provide your Salesforce users with everything they need for importing the data – they then only need the file!

Immediate benefits of using SimpleImport

  • Centralise your donation data into one platform instead of storing it across multiple external websites/systems. Cultivate a single source of truth about your supporters.
  • Remove time-consuming, complex repeat activities by leveraging saved mappings in the SimpleImport application.
  • Reduce time spent onboarding new staff on your donor administration process – they only need to learn how to drag and drop!
  • Streamline the whole process of maintaining and creating the donations into a single task by using the upsert operation.

What’s next?

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

B. Braun Medical stays compliant whilst reaching out to healthcare organisations thanks to PhoneTools

B. Braun Medical stays compliant whilst reaching out to healthcare organisations thanks to PhoneTools

With PhoneTools, we found that around 20% of doctors surgeries and health centres are registered on the CTPS, meaning they have opted out of live marketing calls.

Matthew Metcalfe, Business Technology Manager, B. Braun Medical Ltd

Finding a new process for connecting with healthcare organisations

B. Braun develops effective solutions and guiding standards for the healthcare system in a constructive dialog with their customers and partners. B. Braun Medical Ltd. is a subsidiary of the B. Braun Group and is one of the leading providers of international Healthcare products in the UK. 

As part of a changing healthcare landscape since COVID-19, B. Braun needed to establish a new business process to reach out to healthcare organisations safely whilst staying compliant with UK privacy laws. 

B. Braun needed to call healthcare organisations

Before the COVID-19 pandemic, B. Braun, like many medical technology companies, would connect with healthcare organisations by having reps visit locations in person. Since COVID-19, the preferred approach for connecting healthcare product providers and healthcare organisations has shifted away from in-person.

With phonecalls becoming the first point of contact, B. Braun needed a new process in place.

Staying compliant with UK privacy laws

Since the arrival of the Privacy and Electronic Communications Regulations (PECR) which sit alongside the Data Protection Act and GDPR, it is illegal for UK entities to cold call people and businesses who have opted out of unsolicited live sales and marketing calls. This opt out register is called the the Telephone Preference Service (TPS).

B. Braun needed to be able to quickly screen healthcare organisation phone numbers against the Telephone Preference Service to check if their reps could call them for marketing purposes.

Keeping users on the Salesforce platform

Well-embedded on the Salesforce platform with a multi-cloud implementation, finding a solution that enabled B. Braun to build their marketing call process on Salesforce was a big win. They looked at directly licensing the Corporate Telephone Preference Service (CTPS) themselves as well as searching on the AppExchange, which is when they found PhoneTools by ProvenWorks.

Implementing and onboarding staff quickly

“It took almost no time at all to train our users; the concept takes longer to explain than the app.”

Matthew Metcalfe, Business Technology Manager

Built for the Salesforce platform, PhoneTools has a user-friendly component that can be placed on any object to screen the record’s phone numbers. After either a manual or automated screening job, PhoneTools shows the status of each phone number using a simple traffic light system. 

With PhoneTools in place, B. Braun reps can clearly see at a glance, without leaving the Salesforce platform, whether the healthcare organisation is registered on the Corporate Telephone Preference Service database or if it is safe to call.

Making marketing calls with a seamless compliance process

“PhoneTools provides us with an easy, simple and incredibly clear method of showing the preference of healthcare organisations to receive marketing calls.” 
Matthew Metcalfe, Business Technology Manager

Since using PhoneTools to screen healthcare organisation phone numbers, B. Braun has found that: 

  • Around 20% of doctors surgeries and health centres are registered on the CTPS, meaning they have opted out of live marketing calls. 
  • 141 UK hospitals are registered on the CTPS, including large teaching hospitals and major chains.
  • They have avoided facing fines of up to £500,000 in place for breaches of PECR regulations.

Thanks to PhoneTools, B. Braun has empowered their reps to confidently reach out to healthcare organisations compliantly without adding additional friction and effort to the marketing call process.

Why B. Braun Medical Ltd recommends ProvenWorks

Business Technology Manager, Matthew Metcalfe says:

“PhoneTools is simple to install and get running, it provides a clear, cost effective method of navigating C/TPS screening.” 

And when it comes to working with the ProvenWorks Support team:

“The support team were helpful and incredibly responsive, questions were answered quickly and effectively.”

Get compliant with PhoneTools

Whether you’re a healthcare product provider reaching out to healthcare organisations, or you work in any industry and plan on making live marketing calls to prospects, it’s vital to screen your phone numbers against the Telephone Preference Service.

Get in contact with us to discuss how PhoneTools could be your in-Salesforce solution for staying compliant. It’s that simple.


PhoneTools

Are you cold calling UK phone numbers? Screen against UK TPS and CTPS lists to stay compliant with UK privacy laws. Learn more and book a demo.

You don’t want to miss these Dreamforce sessions on Salesforce+

Dreamforce, the world’s largest software conference is back!

This year, from the 20th to the 22nd of September, the global Salesforce community is descending on San Francisco, California for the largest annual event in the Salesforce calendar.

It’s safe to say that there are plenty of us who cannot attend the keynotes, panel sessions, community building and after parties in person. But there’s good news… Salesforce has announced that you can experience Dreamforce on Salesforce+ for free!

Once you register, you will have access to the full three days of Dreamforce streaming live on two channels with 72 hours of content, global takeovers, as well as over 200 on-demand episodes.

Who is speaking at Dreamforce?

Salesforce has gained fame for its ability to call on some of the world’s most exciting philanthropists, celebrities, politicians and executives to speak at their events. Dreamforce 2022 is no different.

There are the to-be-expected leaders Marc Benioff and Bret Taylor (co-CEOs of Salesforce) and Stewart Butterfield (President & CEO of Slack) as well as C suite representatives from Salesforce’s global partner and client base – PWC, Slalom, IBM, Accenture, Deloitte Digital, Calendly, Vimeo and even Build-A-Bear.

Then there are the celebrities and philanthropists – Jennifer Hudson, Matthew McConaughey, Jane Goodall DBE, Bono and athletes like professional rock climber Alex Honnold, basketballer Earvin “Magic” Johnson and Olympians Dina Asher-Smith, Allyson Felix and Paralympian Melissa Stockwell. Add to the list former U.S. Vice President Al Gore and it’s safe to say that after a stripped-back, mostly online event in 2021, Dreamforce 2022 is back at full power.

See the full list of Dreamforce 2022 speakers.

Don’t miss out on these Dreamforce 2022 sessions

With 72 hours of content to choose from, catering for timezones around the world, it can be hard to decide where to begin. Which is why we’re here to make your choice easier! Here are our top 10 events that you don’t want to miss at Dreamforce 2022 and how to watch them for free on Salesforce+.

1. Dreamforce Main Keynote

Sep 20
9:00 PM – 10:30 PM BST
4:00 PM – 5:30 PM EDT

There’s no better place to start than Dreamforce’s kick-off keynote hosted by Salesforce Co-CEOs Marc Benioff and Bret Taylor along with a few special guests! You can expect key announcements as well as some inspiring words to kick off Dreamforce 2022.

If you’re short on time, you can watch the Highlights from the Keynote which streams just after, running for 30 minutes as opposed to the full 90 minutes.

2. The New Frontier: with Matthew McConaughey

Sep 21
1:00 AM – 2:00 AM BST
Sep 20
8:00 PM – 9:00 PM EDT

Actor, author and Salesforce brand partner (remember the Superbowl halftime ad?) Matthew McConaughey sits down with Marc Benioff to discuss how to turn values into action that is good for the earth and everyone on it.

The combination of McConaughey’s renowned personality and Benioff’s ability to extract real value from one-to-one conversations makes for a promising hour!

3. Digital Transformation for an Evolving Future

Sep 21
2:00 PM – 3:00 PM BST
9:00 AM – 10:00 AM EDT

Hear from a panel of CEOs (Deloitte Digital, Build-A-Bear, Standard Bank) about their journeys to accelerate and harness the power of digital transformation to drive success.

With an eclectic mix of industry expertise, this session promises to be an interesting insight into the minds of leading CEOs.

4. Using Business as a Platform for Change

Sep 21
4:00 PM – 4:30 PM BST
11:00 AM – 11.30 AM EDT

A number of top CEOs sit down to discuss how to lead companies who take a stand for social justice and how they prioritise diversity. The conversation features Salesforce’s Chief Business Officer and Chief of Staff Ebony Beckwith, CEO of Nextdoor Sarah Friar and other guests.

5. Art, Activism & ‘Surrender’: Benioff and Bono

Sep 21
11:00 PM – Sep 22, 12:00 AM BST
6:00 PM – 7:00 PM EDT

Lead singer of U2, cofounder of (RED) and ONE and author of upcoming new memoir ‘Surrender,’ Bono sits down for an intimate conversation with Marc Benioff.

6. Women’s Empowerment Takes Center Stage with Jennifer Hudson

Sep 22
12:30 AM – 1:00 AM BST
Sep 21
7:30 PM – 8:00 PM EDT

Jennifer Hudson needs no introduction and we can‘t wait to hear how she is using her platform to lift up women around the world.

We’re excited for Hudson’s dynamic conversation with LaShonda Anderson-Williams, EVP and CRO of Global Healthcare and Life Sciences at Salesforce.

7. The Future of Our Planet with Al Gore

Sep 22
1:30 AM – 2:00 AM BST
Sep 21
8.30 PM – 9:00 PM EDT

In this half an hour session, Al Gore shares the latest on the sustainability revolution. Get ready to be inspired to tackle the climate crisis!

8. Dreamfest, the Concert for UCSF Benioff Children’s Hospitals

Sep 22
3:00 AM – 3:30 AM BST
Sep 21
10:00 PM – 10:30PM EDT

Dreamforce’s annual concert, Dreamfest, is an unforgettable night, and this year Salesforce has announced that Red Hot Chili Peppers will be headlining this charity event!

9. Leading in a Flexible Work World

Sep 22
2:00 PM – 2:45 PM BST
9:00 AM – 9:45 AM EDT

The dialogues around Digital HQs is only gorwing and we’re excited to hear about the challenges these CEOs are facing and how they support their organisations in the evolving digital nomad landscape. With Calendly CEO Tope Awotona, CEO of Vimeo Anjali Sud and President of NYSE Group Lynn Martin, we’re excited to see this group of leaders sit down together!

10. True to the Core

Sep 22
8:00 PM – 9:00 PM BST
3:00 PM – 4:00 PM EDT

Join Salesforce Co-Founder and CTO, Parker Harris, Chief Product Officer, David Schmaier, and a range of Salesforce product leaders for a live Q&A forum about the Salesforce product roadmap.

It’s time to look forward! This one is a little different, and definitely not one to miss as Salesforce users.

How to watch Dreamforce for free

We hope you’re getting excited for Dreamforce 2022 after seeing the top 10 sessions we’re looking forward to!

You can register for free on Salesforce+ to watch all of these Dreamforce sessions and much more.

However you end up watching Dreamforce this year, we hope you enjoy it and find friends, colleagues and watch parties to share your experience with.

Dreamforce 2022 here we come!

About ProvenWorks

We mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

SimpleImport turns 10 years old! 🎈🎈🎈 

Our data import solution for Salesforce, SimpleImport, is a decade old and we’re getting emotional…

Just watch our 10 years of SimpleImport video:

We’re celebrating a special birthday… 🎂

This autumn we’re celebrating 10 years of SimpleImport. Yep, it’s been a whole decade since we released our exclusive-to-Salesforce, 5-star data importing solution.

But why does an import solution need a birthday? Because it’s not really about the solution. 

As ever, people are at the heart of everything we do. 

We’re celebrating 10 years of fantastic SimpleImport customers as well as the system integrators and Salesforce team we’ve met along the way. Not to mention the 10 years in which our own team has grown, building importing expertise on the Salesforce platform. 

So, we’re marking this milestone by having a little party. Don’t worry – we’re not leaving you out, you can get involved too. Keep your eyes on your inbox and LinkedIn for some 2012 nostalgia! 

Talking of 2012, let’s take a look back to see where ProvenWorks was 10 years ago…  

Where were we in 2012? 

ProvenWorks was created in 2008 at the kitchen table of our Managing Director, Joel Mansford in Reading, UK. Fully bootstrapped and independent, we built a native-to-Salesforce solution for cleaning up address data and became a Salesforce partner in 2009. 

Then, in 2012, we had an idea.

We noticed the need for a better, simpler data importing tool for Salesforce users. So, we wrote the app ourselves and SimpleImport was born.

As for Salesforce in 2012… Forbes selected Salesforce as the world’s most innovative company for the second consecutive year, a year in which Salesforce was celebrating its 100,000-strong customer base and establishing offices around the world. 

Now 10 years on, where are we and how far have we come? 

Where are we now? 

ProvenWorks hosts drinks at Salesforce Tower alongside GTM Guides, September 2022

SimpleImport has transformed, as Salesforce and the digital world have grown and changed. It now features a unique-on-the-market ManagedImport Lightning component for empowering users to import via a pre-configured drag and drop interface, as well as a new, more intuitive UI. And our development team never stops, with more features and updates being added to the roadmap constantly. 

More widely, we’ve come a long way as a company since we released SimpleImport in 2012. From hitting the $1 million dollar mark, to winning a Salesforce Partner Innovation Award and, most recently, to being accepted onto the Salesforce Grow Accelerate Programme. 

Nevertheless, some things have remained constant – we’re still completely bootstrapped and independent for a start. We still operate exclusively in the Salesforce ecosystem, and that’s where our expertise and passion is. And most importantly, we’re still committed to delivering gold standard customer success alongside each of our products. 

What’s left to say? 

10 years is a significant milestone in a fast-moving industry like software. We want to say thank you to everyone who we’ve worked with and alongside over the last 10 years for making SimpleImport and ProvenWorks what they are today. 

Happy Birthday SimpleImport! 

We look forward to celebrating with you all.  

🥳 Join the birthday party on LinkedIn #10yearsSimpleImport

What is Salesforce Experience Cloud and what can you do with it?

You might hear people talk about “Community Cloud”…
You might be wondering how a Digital Experience is different to Salesforce Experience Cloud…
Or you might be asking yourself where a partner portal fits into all of this…

Don’t worry, we’ve got you covered in this article!

What is Salesforce Experience Cloud?

Salesforce Experience Cloud is a set of functionality built on the Salesforce Customer Relationship Management (CRM) platform. Experience Cloud enables you to build beautifully-branded “digital experiences” that are connected to your CRM with a key focus on engaging customers and empowering partners. You can use Experience Cloud to create multiple sites and experiences within your Salesforce org to address different purposes.

We’ve already thrown in a few tricky words so why don’t we take a quick pause to define some key terms.

Quick glossary:

Salesforce CRM platform: More than a database, this powerful software is your single source of truth for managing your customer relationships. It’s for you and your business.

Salesforce Experience Cloud:  Formerly known as “Community Cloud”, it’s a set of functionality to deliver external-facing digital experiences (see below) that sit on top of your CRM. It’s for you, your business and your external stakeholders.

Salesforce Community Cloud: The old name for Salesforce Experience Cloud.

Digital Experience: The external-facing ‘site’ you can build with Salesforce Experience Cloud.

Site: Another name for a Digital Experience instance.

Partner portal: One example of a Digital Experience.

Help forum: Another example of a Digital Experience.

DXP: You might see Experience Cloud referred to by this acronym; it is Salesforce’s digital experience platform (DXP).

With those definitions in mind, Salesforce’s online learning platform, Trailhead describes digital experiences and Experience Cloud:

“A digital experience built using Experience Cloud provides a window into your Salesforce world.”

 From Get Started with Experience Cloud

So hopefully we’ve cleared up some terms and their definitions. Now let’s investigate what this means in reality!

What can you build using Experience Cloud?

Salesforce Experience Cloud is a set of functionality built on the powerful Salesforce CRM platform. This means that when you’re using Experience Cloud to build a digital experience, the world is your oyster!

You can create a digital experience for any situation where you want to present a beautiful external-facing interaction with your Salesforce CRM.

Popular examples include:

  • Partner portal
  • Account portal
  • Storefronts
  • Microsites
  • Industry solutions
  • Customer service hub
  • Help centres
  • Support site
  • Mobile app

💡 Top tip: Salesforce has created Lightning Bolts. These are pre-built industry-specific Digital Experience templates (amongst other things!) created to help you go to market quicker.

Why should you use Experience Cloud?

With Experience Cloud, you’re giving stakeholders what they need. Not only this, but you’re doing this completely integrated with your CRM. This means you’re maintaining and cultivating a single source of truth with an even bigger picture of your business, your customers and your partners.

We keep repeating that it’s built on the Salesforce platform… but that’s because it’s important! By building on the Salesforce platform, you’re building your partner portal or support forum on world-leading software that is scalable, secure, customizable and centralized.

A few more perks to consider at a glance:

  • Go to market fast with industry-specific customizable themes
  • Create multiple experiences for specific needs
  • Design for every device since all digital experiences are 100% mobile optimized and fully responsive

Partner users cannot import data to Salesforce in a digital experience

Standard Salesforce does not allow users to import data in a digital experience.

We’ve seen that Salesforce themselves describe Digital Experiences as a “window” into your Salesforce world.

However, many businesses and organisations need more than a window; they need a door.

Salesforce Digital Experiences (Communities) built on Experience Cloud have been growing in popularity. It’s easy to see why they’re so popular, since digital experiences can be used in so many contexts: partner portals, e-commerce sites, help centres and even franchisee hubs.

With so many different digital experience audiences come lots of reasons why users need to import data.

It’s worth bearing in mind that standard Salesforce does not allow digital experience users to import data.

Experience Cloud and ProvenWorks in action

In case you can’t tell, we love Salesforce Experience Cloud. As a set of functionality, it adds tremendous value to your business by creating endless new opportunities for you to interact with your stakeholders.

However we’re not just fans of Experience Cloud; as a team of Salesforce experts who create data management solutions to save you time, we see the powerful potential of Digital Experiences.

We’ve created solutions that work seamlessly on Digital Experiences to:

  • Open up import jobs to partners and business users simply and securely
  • Empower external users to provide verified addresses at the point of entry

Empower external users to import safely and simply via a digital experience

Think partner deal registrations or subsidiary sales information. Safely empower users to import data into your Salesforce through preconfigured mappings using our two-step drag and drop wizard – introducing the ManagedImport component.

Reduce cart abandonment and improve user registration with fast address verification

Think user registration portals and ecommerce checkouts. Create powerful user experiences with our Address Verification Flow Component that verifies address data at the point of entry in 5 key strokes or less.

So what’s next? We’ve only just begun!

The next Salesforce Cloud on our adventure will be Health Cloud. Stick around and learn something new!

Verify addresses in a flow: Introducing the Address Verification Flow Component

Following Salesforce’s announcement that they will be retiring Workflow Rules and Process Builder, it’s clear that Flows are the future and the future is here to stay.

With that in mind, we are so excited to introduce our Address Verification Flow Component, now available on the AppExchange! Verify addresses in a flow using global postal authority data for over 240 countries.

Why should you verify addresses?

Did you know that verifying addresses up-front can reduce failed delivery rates by up to 70%? Improve customer experience and save wasted costs with verified addresses.

💡 Want to know more? Watch our 2 minute video: Why verifying addresses is important | Salesforce CRM.

Why should you verify addresses in a flow?

We’ve designed the Address Verification Flow Component to make it as easy as possible for Administrators to ‘hot-swap’ the vanilla Address component with our own component followed by a quick re-binding of any set flow variables.

So it’s easy to set up. How about some facts and figures too?

  • Create an exceptional user experience by reducing data entry time by 78% and errors by 20%.
  • Unlike Google, access global postal authority data such as Royal Mail, USPS, Canada Post for truly verified data, reducing failed delivery rates by up to 70%.
  • Autopopulate any address fields in 5 keystrokes or less.

The use cases

  • Digital Experience – Do you use an ecommerce checkout or a user registration portal? Verify addresses at the point of entry!
  • Internal Flow – Capture user addresses quick with type-ahead verified data. Perfect for Service Cloud users!
  • Endless possibilities – Wrap our solution in a custom Aura component for total flexibility!

Try out the Address Verification Flow Component

Why not start off with a free trial of the component?

  1. Install AddressTools Premium from the AppExchange (this is how you will manage your credit usage) 
  2. Install the Address Verification Flow Component from the AppExchange.
  3. Follow our brand new step-by-step setup installation walkthrough
  4. Drag and drop the component into your Flows and you’re ready to flow!

If you get stuck or have any questions, feel free to contact our Support team who are more than happy to help you: support@provenworks.com.

Interested? Chat to us

The Address Verification Flow Component is an extension of our popular solution AddressTools. Pricing of the Address Verification Flow Component depends on your use case. Get in touch with us to discuss your requirements and we’ll get you the most accurate information!

Interview: Farm Credit Illinois transition to new software seamlessly with SimpleImport

“SimpleImport is used by our whole credit underwriting team multiple times a day.”

Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Farm Credit Illinois is a farmer owned and directed agricultural lending cooperative serving 10,000 farm families, agribusinesses, and rural landowners in the southern 60 counties of Illinois with competitive and flexible financing and crop insurance expertise. Their deep understanding of agriculture enables them to provide knowledgeable and effective service. 

An interview with Jon Cook, Vice President – Credit Services Division at Farm Credit Illinois

Jon Cook shares the challenges that Farm Credit Illinois faced when they moved to new loan origination software and how SimpleImport was able to give them the seamless process they were looking for.

What specific challenges were you trying to solve that made you look for a solution?

Farm Credit Illinois (FCI) recently implemented the nCino suite for our loan origination platform. During our design and discovery phase, we realized we were going to have a gap in our credit underwriting process because our previous configuration for uploading financial data sets was not going to be compatible with nCino.

We needed to upload data sets from Excel to the loan origination system for risk rating and other company objectives. Along with our technology provider, Farm Credit Financial Partners, Inc. (FPI), we began the search to find a solution to fit our needs.

What were you (or weren’t you!) looking for in a solution?

  • A cost effective, secure, and efficient tool to import data from Excel into our nCino platform.
  • A solution that could be easily used by our Credit Department and fit seamlessly within the process without adding additional navigation or clicks.
  • We could not afford to sacrifice our member experience by negatively impacting turnaround time in our loan decisions or employee engagement with a complex or cumbersome solution.
  • We did not want a complex solution that would require more regular monitoring or resource demand for support, or leave us vulnerable to data errors in transition.

After a process of vetting different solutions, from internally built custom code to outside solutions, we found ProvenWorks. The tool SimpleImport fit our need to efficiently and effectively upload data from Excel to nCino.

How easy is it to use SimpleImport?

Very easy! Once we created and saved the import mapping, the end user experience was seamless! We have one saved mapping that is used by many users multiple times a day. It’s a key cog within our underwriting process of uploading data.

How long did it take to train your users?

We were able to coincide the implementation of SimpleImport with the go-live of our nCino platform. As a result, we incorporated the training for SimpleImport in our new guides which made for a seamless transition to SimpleImport. This tool was labelled a “win” in multiple training locations during training courses.

How does SimpleImport solve the challenges you had with your process?

At the drag and drop of an Excel file, we’re able to import data from our Excel model into the nCino loan product package in a seamless transition.

The efficiency gained from SimpleImport saves end users from manually entering these data points from point A to point B, reduces data integrity concerns at an effective cost and demands minimal resources to implement and maintain.

How has SimpleImport helped your business and customers?

The saved data mapping is used by our whole credit underwriting team multiple times a day. At FCI, we view SimpleImport as our end solution and feel it best fits into the process as we underwrite credit today. The results through two months are very valuable, as this tool in part helped our credit department underwrite a large Q4 loan demand. Without SimpleImport, this would have negatively impacted loan decision turnaround time with our members and our employee engagement.

Why SimpleImport?

We’ve had no reason to contact Support thus far – which is a good sign as we haven’t had any issues! I’ve started mentioning ProvenWorks and specifically the SimpleImport tool as a solution for anyone who needs to transfer data from Excel to nCino.

We thought our previous system coding in our previous loan origination system was efficient, but the SimpleImport tool was just as efficient if not better as now we can also drag and drop files.

In short, it’s an efficient, cost effective tool that requires marginal training demand and can be used by an individual or a team of users on a frequent or infrequent basis.


SimpleImport

Importing files is so vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.