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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

Use a Lightning Web Component (LWC) from a managed package inside a custom LWC

Introduction 

This article covers how to use a Lightning Web Component (LWC) that exists inside of a managed package (from a different namespace) inside a custom LWC. 

This is something we have been able to do with Aura components for a long time but still to this date we face challenges to complete this operation when working solely with LWCs. 

To solve this problem, we will look at using Lightning Web Security in Salesforce. 

The use case

Managed packages are a great way to obtain pre-built functionality for your org quickly and can be installed by following a URL or through the AppExchange. 

Some of these managed packages will contain LWCs which you may want to wrap inside your existing components. This is achieved by referencing the LWC name(s) in your source code. 

Without using Lightning Web Security, you will encounter the error “Attempting to reference cross-namespace module X in Y” which is why Lightning Web Security must be enabled for this solution. 

Reference a managed LWC inside a custom LWC 

In this scenario we’re going to use the Address Verification Flow Component by ProvenWorks as it demonstrates: 

  • An LWC belonging to a managed package namespace (pw_avfc), 
  • Using properties in a component. 

I have created a new LWC in Visual Studio Code and opened the HTML file. Lines 3 to 6 reference the Address Verification Flow Component. 

Whilst the component name is pw_avfc:addressVerificationFlowBaseComponent, the camel casing needs to be converted to kebab casing. This changes the name (and what we would have used in Aura) to pw_avfc-address-verification-flow-base-component. 

If you’re not familiar with kebab casing, check out this trailhead that explains how to convert from camel casing to kebab. 

The component has some properties that we’re passing values to, these names (useCounty and inlineMode) have also been converted to kebab casing. 

Once you have completed the above, you can deploy the LWC to your org. 

Enabling Lightning Web Security 

As mentioned, this approach will only work when Lightning Web Security is enabled so we must enable this before testing.  

  • Go to Salesforce Setup | Session Settings. 
  • Enable Use Lightning Web Security for Lightning web components. 
  • Select Save. 

You will now need to clear your browser cache for the change to take effect. 

Lightning Web Security overview 

This article isn’t for the purpose of explaining Lightning Web Security in any detail other than it’s the answer to this problem. At the date of writing this article (31/AUG/2022) Lightning Web Security comes with limitations that can impact other component behaviour. 

The Salesforce Developer documentation on the topic is filled with lots of useful information about the feature. You can find out more here: Lightning Web Security – Salesforce Lightning Component Library. I recommend specifically reviewing the subtopic of “When to Enable Lightning Web Security” as this may help you determine if it is suitable for your use case. 

At the time of writing, a current example of Lightning Web Security causing issues is when using Vlocity OmniStudio. When the feature is enabled in an org, OmniStudio becomes unusable. To work around this, you can simply disable the setting, use OmniStudio and then reenable Lightning Web Security when you’re ready to deploy.  

Specifically with OmniStudio, Salesforce’s current recommendation is “..keep the ‘Use Lightning Web Security for Lightning web components’ checkbox unchecked…” Not able to save Omniscripts – ‘Use Lightning Web Security for Lightning web components’ Enabled (salesforce.com) but there may be some alternative options like leaving it disabled in sandbox/dev organisation and enabled in production, but this really is a last resort. 

Test your component 

Now it’s time to look at the component. Place it somewhere in your org to test (i.e. an app, a flow screen, etc.). When you look at your custom component, you should now find the managed package component is successfully rendering within it. 

If you’re still seeing errors linked to “Attempting to reference cross-namespace module” then ensure your browser cache is cleared and try again. 

Summary

We’ve investigated how you can wrap a LWC from a managed package inside of a custom LWC which will hopefully unlock some potential for your org to grow quicker than before. Whilst it is currently dependent on Lightning Web Security (which has its limitations), it is clear that Salesforce is continuing to work on and improve its functionality. 

Head in the Clouds: What are the Salesforce Clouds?

Salesforce has a huge variety of clouds (platforms built on Salesforce CRM) available to use, designed to serve different industries and business goals.

We know that knowledge is key when it comes to Salesforce, so with that in mind, here are the clouds we’ve explored and explained so far. In each post, we take a look at key terminology, business values of using that cloud and specifically what you can do with the functionality available to you!

Happy learning!

The Salesforce Clouds!

What cloud do you want to learn more about?

Want us to explore any more clouds? Why not send us a message or come join the conversation on LinkedIn!

About ProvenWorks

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

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

Nonprofits are by no means left out of the Salesforce ecosystem. As the title of this article says, we’ll be looking into Salesforce’s very own Nonprofit Cloud, a cloud designed and dedicated to optimising nonprofits’ internal and external operations.  

Stick around as we delve into the facts and functions of Nonprofit Cloud – you may just discover a new cloud to use or recommend!

What is Nonprofit Cloud? 

Nonprofit Cloud is one of Salesforce’s constituent management solutions, tailored for charity and nonprofit organisations. Nonprofit Cloud enables users to connect every function of their nonprofit organisation (including but not limited to fundraising, marketing, operations, grants and donations), and holds all this information in one central place – Salesforce!  

Within Nonprofit Cloud is the Nonprofit Success Pack (NPSP). This is a set of managed packages that sits on top of your Salesforce org and is preconfigured for the types of use cases that nonprofits organisations need. NPSP provides users with custom objects like ‘Donations, Households, Organization*, etc, everything specifically designed for nonprofits! 

How does Salesforce Nonprofit Cloud fit into the wider Salesforce ecosystem?

Salesforce Nonprofit Cloud was built with nonprofits in mind. However, this isn’t to suggest that nonprofits are in any way sidelined or prevented from scaling up with the full power of Salesforce. Since it’s built on the same world-leading platform, Nonprofit Cloud can work together with other clouds. For example, Marketing Cloud and Marketing Cloud Account Engagement (Pardot) can be added to Nonprofit Cloud to enhance its overall performance for effective donor engagement. 

So Nonprofit Cloud integrates with other Salesforce Clouds and provides access to other powerful resources too. Here are some of our favourite Cloud combos, functionality and resources that work well with Nonprofit Cloud: 

  • Salesforce.org – The social impact centre of Salesforce.com, focused on “partnering with the global community of nonprofits and schools to tackle the world’s biggest problems.”
  • Sales and Marketing Cloud– Nonprofit-compatible Salesforce Clouds that work to provide personalised marketing content and help you manage sales data.
  • The Power of Us Hub – the portal for Salesforce.org product documentation, how-to videos, webinars, and community groups of all kinds… and the place to get 10 free nonprofit licenses! 
  • Marketing Cloud Account Engagement (Pardot)– is a marketing software as a service (SaaS) marketing automation platform for Salesforce to empower marketing teams.  
  • Digital Experiences– an external, interactive platform that sits on top of your Salesforce CRM to enhance external user experience. Check out our blog on Experience Cloud for more information!

💡 Top tip: Using Nonprofit Cloud can increase Total Online Giving by 130% through its donor centricity!  

Why should you use Salesforce Nonprofit Cloud?

With Nonprofit Cloud, nonprofit organisations get a centralised constituent management hub for all their internal and external communication, interaction and monitoring. Onboarding and administration can also be centralised so donors receive a more personalised experience, plus, users can get a better overview of personnel management, such as volunteer data. Nonprofit Cloud is scalable, which means that you can grow your Salesforce implementation as your nonprofit organisation grows.  

For clarity, here are the main benefits of using Nonprofits Cloud: 

  • Scalable, customisable and centralised;  
  • Sustainable and secure;  
  • Global access for users; 
  • Easily adoptable and user friendly; 
  • Free licence opportunities from Salesforce; 
  • The Power of Us Hub, a support hub that is Nonprofit Cloud specific with communities and how-to videos.

Salesforce Nonprofit Cloud and ProvenWorks in action

How can ProvenWorks, a Salesforce ISV, work with Nonprofit Cloud? First off, we’d like to highlight that nonprofit organisations get a discounted price for any of our paid solutions that take their fancy! Secondly, we love (we really mean it!) working with nonprofits. We won the Salesforce Partner Innovation Award 2021 in the Nonprofit category for our work with Malala Fund

Our solutions work seamlessly with Nonprofit Cloud and empower you to: 

  • Import donor and recurring donations data easily; 
  • Verify address data from the point of entry;  
  • Ensure compliance for marketing calls to UK donors and partners.  

Manage and organise donor data with SimpleImport 

SimpleImport does what it says: it makes importing into Salesforce simple. Do you have volumes of donor data or recurring donations from external platforms that need centralising in Salesforce? SimpleImport and its intuitive Lightning component, ManagedImport, empowers you and your team to import this data quickly with a simple drag & drop. It’s quick to adopt and fast to use, so no vital time is lost from your nonprofit goals.  

Verify and authenticate address data at the point of entry with AddressTools   

AddressTools verifies your constituent address data to ensure only clean data lives in your org. Need a postal address format for donors, volunteers and partners? We’ve got you covered! Working with the UK Gift Aid process? AddressTools helps keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims. 

Ensure compliance for marketing calls to UK donors with PhoneTools 

Cold calling donors or potential donors for your nonprofit? The UK has strict data privacy laws against cold calling, allowing UK residents to register to the Telephone Preference Service (TPS) and UK businesses to the Corporate Telephone Preference Service (CTPS). PhoneTools is a native Salesforce solution that screens your donor numbers against the TPS and CTPS lists to tell you directly if you can call that phone number. 

So what’s next? The choice is yours.

You can either go back to the first blog in our Head in the Clouds series: What is Experience Cloud and what can you do with it? Or… you can access all the blogs in the Head in the Clouds series.

The world is your oyster!

Everything you need to know about AddressTools 8.0 (Summer ‘22 Release)

You may think we’ve been quiet for a little while with AddressTools releases, but we’ve been hard at work to bring you AddressTools 8.0 🚀

We’re always aiming to provide a better product to our customers so in this post, we’ll go through the changes and improvements we’re bringing in this latest update of AddressTools.

Here’s what we’ll cover in this article:

Enhanced support for State & Country/Territory Picklists

At it’s core AddressTools has always been compatible with Salesforce State & Country/Territory Picklists. However we acknowledge that it was a real chore to configure and could lead to a world of confusion when deploying the tool.

We’ve streamlined this and drastically improved the experience to provide clearer support to the end user when Salesforce State & Country/Territory Picklists are enabled. You will now see picklists available in all AddressTools components and there is better compatibility between your AddressTools dataset and the Salesforce State & Country/Territory Picklists dataset.

With the upcoming custom address field type which is locked to using Salesforce State & Country/Territory Picklists, this update will streamline your setup time drastically. Keep your eyes peeled as we continue to improve this experience!

What’s changed so far?

  • Added support for Salesforce State & Country/Territory picklists in override page.
  • Added support for Salesforce State & Country/Territory picklists in record page component.
  • Improved the unison between datasets minimising the task of aligning the two.
  • Correct acknowledgement of inactive State & Country/Territory data.
  • Introduced support for the use of text and picklist fields simultaneously (Address field type ready!)

New Address Label data returned with address verification 

Do you send international mail and sometimes wonder how to format the address? In this release we have implemented a useful feature ideal for international mailing. Address Label outputs – enabling a hassle-free label, ready for printing.

When using verification, you will now be able to configure a text area in Address Blocks and it will automatically be populated with how the address should be formatted for the country it will be sent to, ready for postal services to handle. Check out the updated documentation here.

Improved page layout management

We always try to make life as easy as possible for our users. In this latest release, the AddressTools override page will place all required functional fields onto the page layout for you. 

No more wondering why the address status didn’t update, no more trawling through page layouts to ensure they have all the fields you need, no more confusion. Just a quick setup that’s ready to go out of the box. 

New storage information & installation options available in the AddressTools Administration Page

Storage-related issues have been the #1 cause of raised cases in the last few weeks. That’s why we’ve added some extra information and options when configuring the tool so that you can be your own data hero.

Users can now select what data points they want to install from the AddressTools dataset. Don’t need US County data? Then leave it unchecked during install! Just testing in a sandbox? Why not just use Country and State data.

We’ve also added your current storage size and total available storage to the overview panel so you have all the information to make the right decisions with no distractions.

And there’s more…

On top of the highlights we’ve explored here, AddressTools version 8.0 brings a ton of quality of life enhancements. If you want to see the full list of features and improvements, you can check out our release notes

How do I update to AddressTools 8.0?  

You can upgrade your version of AddressTools by installing the package from the Appexchange. 

💡 If you need a helping hand, here’s our blogpost on how to upgrade an AppExchange app in 4 easy steps.

Try AddressTools for free  

We provide a 14 day free trial here so you can try out AddressTools 8.0 for yourself! Start journey to better data today.


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

Education Cloud is a platform built on Salesforce CRM aimed at the education sector, including schools through to higher education institutions like universities and colleges. This cloud is aimed at keeping students, alumni and staff connected.

Our blog will take you through the key aspects of Education Cloud to provide you with more knowledge on what you can do with this Salesforce Cloud, and more importantly, to decide whether this is the right cloud for you. Let’s get started!

What is Education Cloud? 

According to Salesforce, Education Cloud is intended to ‘deliver the personalised engagements, proactive advice, and connected experiences students expect’. Education Cloud has a few extra benefits such as the Power of Us hub, K-12 focus, K-20 focus and Education Data Architecture. All of these features enable Education Cloud to better connect students, staff, schools, districts and universities, as well as give schools and universities a 360-degree holistic view of the education journey.   

Quick glossary:

We’ve mentioned a few key terms for this cloud already so welcome to the glossary! Here we’ll define some of the terms we mentioned above. 

Power of Us hub: A community support hub that helps Education Cloud users access 10 free subscriptions and find discounts on other subscriptions, products and services from Salesforce. 

K-12: Refers to the term given to the school years for children from Kindergarten to 12th grade in high school. However, in this respect it shows the type of institution this CRM platform is aimed at, with the ability to scale as the school grows. It also acts as a ‘single source of truth’ for each student and their family with all their data held in one place, making it easier to personalize interactions between school, student and the student’s family. 

K-20: Refers to the term given to the school years for children from Kindergarten right through to degree. This means that both K-12 and Higher Ed institutions can use Salesforce’s Education Data Architecture to create a connected holistic view of their students. For Higher Ed, this means giving universities a flexible way to ‘track dual enrolment, universal learner profiles and more’ with a focus on lifelong learning.  

Education Data Architecture: This is Salesforce’s flexible architecture that provides the foundation of Education Cloud. It’s designed for higher education institutions to get started with Salesforce faster by providing objects, logic and automation tailored towards student data, program enrolment, alumni, engagement and more. This trail on Trailhead is a great place to learn more!

What can you build with Salesforce Education Cloud?

Salesforce Education Cloud is a set of functionality built on the powerful Salesforce CRM platform. This means that when you’re using Education Cloud to manage your data, support your students and create an online community,  the world is your oyster! 

Here are some real-life examples of things you can do with Education Cloud to enhance your student and staff experience: 

  • Streamline student services on one platform to deliver unified experiences
  • Manage the entire admissions process
  • Provide external users with an interactive and beautiful looking interface for all your community interactions – think student registration portals! Check out our blog on Experience Cloud to learn more
  • Engage with prospective students, students and alumni with personalised marketing material to build lifelong relationships
  • Create beautiful reports and dashboards on recruitment and admissions data

💡 Top tip: Using Education Cloud can increase enrollment by 10%

Why should you use Salesforce Education Cloud?

With students and families now expecting a unified online journey, having a system in place that facilitates more time on education and personalising the student experience and less time on non-academic needs is vital.  

Since Education Cloud is student, teacher and family centric, it provides one single platform on which to manage and support the full learning experience, from admissions to alumni.  

Put simply, Education Cloud:  

  • Enables you to give students and their families, prospective students and staff applicants a personalised and centralised journey for an optimum experience;  
  • Gives you access to Power of Us hub – a support community network; 
  • Secures an internal and external communications hub; 
  • Enables you to access 10 free licenses and discounted services from Salesforce; 
  • Is scalable, customisable and compatible with other Salesforce Clouds, integrations and third-party vendors to help you deliver an exceptional education experience for students; 
  • Is built specifically for schools and universities. 

Salesforce Education Cloud and ProvenWorks in action

Education Cloud empowers the education industry with a world-leading single platform that adds great value to your institution. It creates endless new and improved opportunities for interactions between your students, alumni and staff.  

ProvenWorks offers solutions that work seamlessly with Education Cloud to:  

  • Open up import jobs to external users simply and securely 
  • Empower internal and external users to in put verified addresses at point of entry 

Open up importing jobs to your internal and external users safely

Regularly importing volumes of student-related data is time consuming, but it doesn’t have to be. SimpleImport empowers users and admins to quickly import files –  XLS, XLSX, ODS & CSV – into your Salesforce CRM. No more wasting time on manual administrative tasks.  

Empower users to provide verified address data from the point of entry 

Ensuring your mailed communication gets to the right individual is crucial. Incomplete address data contributes to a poor admissions or student experience and increases failed delivery costs! AddressTools empowers users to enter verified addresses at the point of entry, even on student registration portals. Our solution solves your address data concerns, so you remain focused on giving students and their families the best education journey possible.   

We’ve got more to come!

The next Salesforce Cloud we’re going to delve into is Nonprofit Cloud. Check it out now!

How to get a job at a Salesforce ISV

If you’ve stumbled upon this blog and want to find out more about what a Salesforce ISV is and why you should work at one, please check out part 1 of this mini-series: Why work for a Salesforce ISV?

As part of my role, I am directly involved in recruitment at a scale up ISV. In this second part of our mini-series, I’m going to share what I’ve learned along the way through many hiring processes.

We’re going to take a look at some of the key skills you need to work at a Salesforce ISV, regardless of role, as well as a few top tips to give you the edge over the competition. There’ll even be a sneak peak at some real job interview questions!

What skills do I need to work at a Salesforce ISV?

Being adaptable is going to be incredibly important in having a long-lasting career at a Salesforce ISV. Not only do you have to keep up to date with the ISV’s product releases but you also have to be two steps ahead of Salesforce releases too. This goes hand in hand with having to be super organised. If you can prove that you have these two skills, you’re going to go a long way! 

Another thing that I look out for is passion. Regardless of relevant experience, if you can show passion and determination to learn and get stuck in, there’s a high chance you will be able to get your foot in the door to begin your career in this industry. 

What will give me the edge over other candidates?

Get on Trailhead! It is a FREE online learning platform filled with bitesize modules which are applied to real life scenarios to help users understand every aspect of the Salesforce platform.

Not only will it help you to understand if this industry is right for you but it will also give you the competitive edge. Not sure where to start? I recommend this module to begin with. 

What are the interview questions like?

Having interviewed plenty of people here at ProvenWorks, the most common questions I ask for an entry-level role are:

  • What are the main benefits of using Salesforce?
  • Can you explain what a CRM is to someone who has never heard of it before?
  • What is the app store called that has over 5,000 Salesforce applications on it?
  • What product(s) do we sell?
  • Why would a customer want to use our product(s)? (This one is crucial: I want to know if you understand the value of our products)

Top tips from Salesforce experts

You’ll find that people who work in the Salesforce ecosystem are always happy to collaborate. So when I reached out to a variety of people that have either worked with ISVs, previously worked at an ISV or currently work at one, they were happy to share their experience.

Ben McCarthy

Ben McCarthy has been in the Salesforce Ecosystem since 2012, and is the founder of SalesforceBen.com, the largest Salesforce news site in the world. He’s spent his career working across end-users, consultancies and ISVs. 

ISVs are a great place to thrive as a Salesforce professional, but it can require a mindshift when moving from an end-user or SI.

ISVs sell Salesforce products, and therefore no matter where you are working in the business, sales, marketing or customer success, you need to understand the value the product provides. Even if you are not in sales, employees of an ISV should always be looking for ways to further help their customers, and help them extract more value from the product.

Ensuring you learn about the industry and product of the company you are applying for is a sure fire way to impress your interviewers. 

💡 Check out a wide range of ISV opportunities all over the globe at SFB Jobs!

Mike Davis

Mike is currently the Founder of GTM Guides, a consulting company that helps smart teams with great tech become successful companies in the Salesforce ecosystem. Mike has been navigating the Salesforce ecosystem for over a decade and has developed a deep knowledge of what works within it. His experience includes time at Xactly, Conga, and TaskRay. While the majority of his career has focused on the revenue side of the house—specifically in sales and alliances leadership—he has experienced every functional aspect of the Salesforce ecosystem within ISVs.

If you are new to the ecosystem, your most likely entry point into an ISV is going to either as a Support analyst or SDR/BDR in the sales function. I personally started as a support analyst and it gave me a wonderful opportunity to learn the Salesforce platform and customer service skills that served to inform my approach to sales (and all things go-to-market).

When you are applying for any job, know that there are hundreds of others that submit their resume alongside yours – how do you bubble up to the top 10 that get a phone screen?

If you are spending 10 hours per week applying for jobs, I would recommend spending 2.5 hours per job and apply to 4 jobs vs. spending 30 minutes per job applying to 20 jobs as you need to stand out. Someone needs to understand why they are going to take a chance on you as an unproven candidate in the ecosystem. Showing up with “why you and why them” messaging and Trailhead badges completed are two easy ways to stand out.

Summary

Now you’re all clued up on why you’d want to work for an ISV and how to get a job at an ISV, why not check out our careers page! We look at every CV we’re sent, even if we’re currently not advertising for a specific role.

And remember, even though it can feel really tough at times trying to move into a new sector, there are things you can do to set yourself apart. Keep going, it WILL be worth it!

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

Salesforce recognises how vast and vital the healthcare sector is to everyone, and has established a cloud focused on this sector to improve patient and internal user experiences. 

In this blog we’ll look into what Health Cloud does and what you can gain from using it.

What is Health Cloud? 

Health Cloud is built on Service Cloud, one of Salesforce’s most popular offerings. Health Cloud is a set of functionality that allows patient liaisons and healthcare professionals to monitor, segment and prioritise patient data. This cloud partnership provides the healthcare sector with improved and personalised customer service, as well as, internally, showing healthcare professionals a 360-degree holistic view of their patients. These advantages are possible through features such as smart case management functionality, EHR-to-Salesforce API connections and secure record management. 

Now that we’ve covered an overview of Health Cloud, let’s define some of the key terminology!

Quick glossary:

Service Cloud: The key Salesforce Cloud that Health Cloud is built on. It enables users to create a tailored and personal customer experience, to ‘increase satisfaction, retention, and lifetime value’. Want to learn more about Service Cloud, check out Trailhead’s Service Cloud Basics module!

Smart case management: According to Salesforce: A case management system lets a company collect and organize customer service interactions that occur on any channel.” What makes it smart? “Modern case management platforms pull customer requests into a database, where customer service agents can view and respond to them…” 

EHR-to-Salesforce API connections:  An add-on API Salesforce extension specifically for Health Cloud. These connections enable your Salesforce CRM to receive and translate EHR, and other sources of medical data, for patient records. 

What can you build with Salesforce Health Cloud?

Salesforce Health Cloud is a set of functionality built on the Salesforce CRM platform. This means that when you’re using Health Cloud to communicate patient needs, collaborate with other healthcare professionals and track and monitor patient progress, everything is in one place!

Popular examples of things you can do with Health Cloud:

  • Care plan tracking
  • Patient marketing campaigns 
  • Patient acquisition and monitoring
  • Medical professional recruitment 
  • Patient outreach and engagement management

💡 Top tip: Trailhead has some handy modules for you to learn more about Health Cloud so you can Deliver Great Patient Care with Health Cloud.

Why should you use Salesforce Health Cloud?

With Health Cloud, you can access the right health information about patients from a range of sources, including EHR systems and wearables. Healthcare professionals can prioritise tasks and segment patient lists, provide real-time and collaborative messaging for providers, patients, family members, and care teams. All this enables patients to receive the best and most personalised care possible.

Health Cloud is native to Salesforce, so there is no requirement to switch between solutions which can lose you time or worse, cause confusion in interpreting and working with siloed data.

Put simply, Health Cloud allows you to: 

  • Remain on Salesforce – everything you need is in one place!
  • Personalise patient services
  • Receive and manage all medical data records and contacts in one, central and secure system
  • Engage with health liaison officers, patients and more using community hubs
  • Tailor, configure and scale your cloud as you grow 

Salesforce Health Cloud and ProvenWorks in action

As a set of functionality, Health Cloud adds tremendous value to your healthcare practice by creating endless new and improved opportunities for you to interact with your patients and partner healthcare providers. 

ProvenWorks offers solutions that work seamlessly in Health Cloud to:

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

Import data into Health Cloud efficiently

Is data importing a pain point impacting your and your patients’ experience? SimpleImport enables simple and secure importing into Salesforce without losing precious time for patients or healthcare professionals. 

Empower internal and external users to provide verified addresses

Managing patient information and keeping records clean with up-to-date data is essential for the healthcare industry. AddressTools ensures all address data is verified from the point of entry. AddressTools solves your address data concerns, while you focus on treating your patients.

So what’s next? We’ve got more Clouds for you.

The next Salesforce Cloud we’re going to explore is Education Cloud. Check it out now!

Why work for a Salesforce ISV?

If you’re looking to work in software, you might well have heard of Salesforce, but did you know there is a whole ecosystem of jobs around Salesforce?

We’re going to explore the opportunities available in the wider Salesforce ecosystem, focusing on Salesforce ISV partners, and the reasons why you should consider working there.

But first, perhaps it’s worth explaining a few key terms.

What is a Salesforce ISV?

ISV stands for Independent Software Vendor. An ISV is an organisation specialising in making and selling application-specific software – in this case, solutions for Salesforce.

ISV partners create apps that are unique and expand, adjust or supplement the existing functionality that Salesforce offers. You can find a whole range of apps listed on the Salesforce AppExchange

What is the Salesforce AppExchange?

We’ve all got apps on our phones. The AppExchange is a marketplace exactly like the App or Play store but specifically for Salesforce. 

What are the benefits of working at a Salesforce ISV?

So now we know what a Salesforce ISV does, why should you consider working at one?
A few benefits spring to mind:

1. Remote working

The majority of ISVs you come across will offer remote / hybrid working. It’s something that Salesforce pushes heavily so it makes sense that ISVs follow suit.

2. Events

It’s likely everyone you come across in the Software / Tech industry will have heard of Salesforce but not as likely that they will know about every single ISV that exists (there are more than 5,000 apps on the AppExchange to give you some context here!). So naturally, whatever your role at an ISV, you’ll be encouraged to go to events or community-run user groups to get the company’s name out there.

🍕 I’ve not been to an event that hasn’t offered free food yet so what’s not to love!

3. The ISV community

Whilst you will find the first two benefits in most software companies, what makes ISVs unique is their collaborative nature. It’s an incredibly welcoming and friendly ecosystem. There’s even a huge Slack group exclusively for Salesforce ISV partners to share ideas, ask questions and work together! Chances are there will be opportunities for collaboration, co-hosting events, knowledge sharing, and no doubt you’ll make some great friends along the way!

Why work for an ISV?

Working for an ISV is incredibly rewarding because not only are you learning all about the Salesforce platform but you are also learning about the ins and outs of the product the ISV is selling too. One thing to bear in mind is that all ISVs are different. Like with any organisation, there are small ISVs and large ISVs. That’s why I’ve been in touch with a few people from different ISVs (who have different roles within their ISV) to get a few perspectives. 

💡 Note: It’s highly likely that anyone you speak to within the Salesforce ecosystem is going to be willing to help you out. So if you want to know more about what it’s like to work at a certain ISV, why not get in touch with them to see if they can give you some insight? 

Ruth Cawdron

Ruth Cawdron discovered the Salesforce ecosystem when she joined ProvenWorks, a British ISV, a year and a half ago. Switching industries after five years in the education sector, Ruth brings a keen passion for storytelling and creative collaboration to her role of Marketing Manager.

I think what’s struck me most working for a Salesforce ISV is that I have the best of both worlds. Obviously there are global ISVs out there but I’m lucky enough to work at a scale up. The size of our team means I get to wear lots of different hats and every day I see the direct impact of my contribution and decisions for the business. Equally, as a Salesforce Partner, we’re privileged to attend lots of huge (like REALLY HUGE!) events and gain access to opportunities that smaller software companies in other industries wouldn’t get. Yes, I work at a scale up, but I have potential to tap into the Salesforce’s 150,000-strong customer base and meet 200,000 trailblazers at Dreamforce!

The other thing I’d add is that there is a long term career in the Salesforce ISV industry if you want one. The skills you learn at one ISV and, equally as important, the contacts that you make, are completely transferable from one ISV to another regardless of size and industry.

Jack McCurdy

Jack is Salesforce DevOps Advocate at Gearset, guiding and educating Salesforce customers on how they can streamline delivery of their Salesforce applications. Jack spends most of his time in and building the community, with the aim of creating happier, more successful, and empowered professionals. 

Working at an ISV gives you so much opportunity to understand how and why Salesforce teams do what they do. With that you can add a lot of colour, and a lot of value, to conversations across the ecosystem with the Salesforce professionals you meet who are looking to overcome the challenges that either you solve, or have spoken with others about. 

We are all Salesforce end-users ourselves, or building AppExchange applications. That of course means there are roles in ISVs if building is your thing. But, if you’re looking to expand your horizons, apply your Salesforce knowledge differently, or gain exposure to how organisations work from every angle, then an ISV could be the place for you.

Are there other ways I can get involved in the Salesforce Ecosystem other than at an ISV?

Yes! There are two other main routes:

  • SI (System Integrator)
  • End Customer

Want to know more? Here’s a webinar hosted by Salesforce Ben and Hays Technology to tell you everything you need to know! (PS. I was talking on the webinar too!)

Summary

We’ve looked at what a Salesforce ISV is, and how it sells apps on the AppExchange. We’ve taken a dive into some of the key benefits of working at an ISV and heard from different people within the ISV community. Hopefully that’s given you some insight into why you might be interested in working for a Salesforce ISV!

How to get a job at an ISV

If you want to take the next step, stay tuned for Part 2 of this mini series to find out How to get a job at a Salesforce ISV.