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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.

Updating your solutions for Legacy API Retirement in Summer ‘22

What Legacy APIs are Salesforce retiring?

As part of their Summer ‘22 Release, Salesforce has announced the retirement of a number of legacy APIs.

Versions 7.0 through 20.0 of the Salesforce Platform SOAP, REST, and Bulk APIs will be deprecated and no longer supported as of the Summer ’22 release.

This means that these legacy APIs, and third-party integrations that rely on them, will cease to function after the release.

When are the Legacy APIs being retired?

Salesforce announced that June 10 and 11 2022 is the final release weekend when all remaining Salesforce instances are upgraded if they haven’t been already.

Legacy API Retirements and ProvenWorks solutions

To ensure that you do not encounter any issues with AddressTools, SimpleImport, IndustryComplete or PhoneTools, we recommend ensuring that your current version is or is later than the versions listed in this post. If you need advice on how to upgrade an AppExchange managed package, please see the resources linked at the end.

We have listed the version of each tool, including a link to its latest AppExchange listing, that you must be on in order to be using supported APIs.

AddressTools Premium:

7.75+

AddressTools Free:

6.20+

Address Verification Flow Component:

1.72+

SimpleImport Free:

2.47+

SimpleImport Premium:

2.57+

ManagedImport:

1.15+

PhoneTools:

2.0+

IndustryComplete:

2.16+

Resources

Prepare for Legacy API Retirement in Summer ’22 – Salesforce Developers’ Blog

Salesforce Platform API Versions 21.0 through 30.0 Retirement – Salesforce Help

Salesforce Summer ‘22 Release — Here’s What to Expect – Salesforce News

Salesforce Summer ’22 Release Notes

Don’t Miss These Key Dates: Summer ’22 Sandbox Preview

How to upgrade your ProvenWorks solution

We wrote a handy four-step guide to walk you through how to upgrade your AppExchange solutions.

Contact us

If you’re worried about how the API retirements might affect you and your ProvenWorks solution, please don’t hesitate to contact us.

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!

Get ready for PhoneTools 2.0 (Spring ‘22 Release)

We’re excited to announce that PhoneTools 2.0 (Spring ‘22 Release) has arrived!

PhoneTools lets you screen your numbers against the TPS and CTPS databases, keeping you compliant with UK data privacy laws – all within Salesforce! With the much-anticipated addition of flow functionality and brand new support documentation, let’s take a closer look.

Screen your numbers in a Salesforce flow

Let’s quickly recap PhoneTools so far. PhoneTools already allows you to schedule automated nightly record screening, specifically records that have not yet been screened or have their Next Screen Due Date in the past.

Whilst practical, this leaves a window of time after the record is inserted/updated where the numbers won’t be screened until the next nightly batch job or manual user interaction.

That’s where flows come in to fill the gap.

PhoneTools 2.0 can be used within the powerful process automation tool that is Salesforce flow. What does this look like in practice? This means that you can now queue an immediate TPS and CTPS screening job to get the numbers’ screening statuses in seconds*!

With the flow, PhoneTools will queue a screening job automatically so there’s no need to wait for a nightly screening job. Equally important, is that you no longer need to rely on the user to manually click ‘Screen Phone Numbers’. Crucially, this means you can remove responsibility from your users and automate the process… what a business win!

How can you use your flow? Our best practice recommendation is to queue your screening jobs on insert and update to make sure your org has a shorter period of time holding data without a valid screening status. The outcome? Streamline your sales team’s operations and let them focus on what they do best, selling!

*This relies on an asynchronous Salesforce Future Methods – times may vary depending on your org.

Does this replace my existing method of screening numbers?

This flow functionality is designed to be an additional method to screen numbers on top of what you already have configured. The nightly batch job is key for picking up those records when they’re overdue and the ‘Screen Phone Numbers’ button is helpful for re-opening old prospects. The flow functionality is designed to minimize the gap between inserting new data and providing a status as soon as possible without user interaction.

Tried and tested documentation

With the addition of flow capabilities, we’ve published some new documentation to walk you through our recommendation for configuring the PhoneTools flow.

By the end of the guide, you’ll have your own flow configured and ready to screen those inserted and updated numbers. With the flow, you’re good to go!

How do I access PhoneTools 2.0 (Spring ‘22)?

Great question! In order to access PhoneTools 2.0, you will need to upgrade your package version from the AppExchange. If you haven’t installed PhoneTools, why not use our two week free trial?

Need a bit more help? Check out our handy guide: How to upgrade an AppExchange App in 4 steps.

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.


PhoneTools

Screen against UK TPS and CTPS databases to stay compliant and avoid fines. Learn more and book a demo.

ProvenWorks inspiring the next generation of the Salesforce ecosystem?

On Wednesday 9th February, Beth and Ruth, our Operations Director and Marketing Manager, headed down the hill from the ProvenWorks office to UTC College. They had been given the perfect opportunity to share their passion for all things technology, software and Salesforce!

UTC College, a local school in Reading, had invited ProvenWorks to run a careers workshop as part of their Industry Skills Specialist Teaching and Knowledge Programme. This business masterclass programme consists of weekly career sessions across mixed year groups.

An introduction to the Salesforce ecosystem

The workshop focused on careers in software, specifically within the Salesforce ecosystem. To start, Beth and Ruth shared their own journeys into software from very distinct backgrounds, showing students that opportunities in the industry are available regardless of subject choices and skillsets.

After an introduction to the range of jobs available within the Salesforce ecosystem – Administrator, Developer, Architect, Business Analyst, Consultant and more – it was onto a practical challenge!

It’s project time!

For the challenge, students had the chance to act out a role available in the Salesforce ecosystem through the lens of a specific time and budget restrained project. For example the Developer had to ask if they could build a solution rather than buy one, the Business Analyst had to assess the risks of the project, and the Admin had to research how user-friendly the proposed solution was.

“We learnt that there is more to making software for a customer than what the customer wants. The budget that is given to you needs to be managed properly to make sure that you stay under budget because there are many other costs involved within a project. There is great responsibility on the Consultant and the Salesforce Architect.”

Muhammad, Year 13 BTEC Student

Reflection and feedback

The session was rounded off with a reflection on the project as well as the highlights and challenges of each student’s role. By the end, Beth and Ruth had a classroom full of aspirational Developers, Admins, Architects and more!

“Students found the workshop very engaging thanks to it being such an interactive and team-based session. Students now know what it is like to be in a particular job role and understand the kind of responsibilities they may have in that job role along with expected salary.”

Monika Dongare, Computer Science and BTEC Teacher

ProvenWorks investing in education

At ProvenWorks we’re delighted to share our own career journeys into software. It is a privilege to deliver authentic stories and meaningful workshops to a classroom full of engaged students, seeing them solve problems, work together and reflect on their own skill sets. From what we’ve seen in the workshop, we can’t wait to see what the future holds!

Summarised succinctly by one up-and-coming Business Analyst: “Miss, that was a sick lesson!”.

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.

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.

Speed up your importing with SimpleImport Spring ’22 (20220118)

We know that when it comes to tasks like importing, every second counts.

That’s why we’ve released a service update for SimpleImport (20220118). Based on our customers’ usage, we found that loading speeds during the import workflow could be improved, so we’ve improved them.

Small changes influenced by your real-world usage mean big improvements. So let’s take a look at what’s changed.

A faster SimpleImport

What have we updated and what does this mean?

Scenario 1:

  • Loading object metadata can be costly. We may only be talking seconds, but seconds add up. That’s why we only want to load the object metadata you want to work with when it’s needed.

The solution:

  • SimpleImport usage revealed that users rarely wanted to import to the first object in the picklist.
  • As a result we removed the auto-selection of the first object displayed during object selection.

The result:

  • Users no longer have to wait for the first object’s metadata to load before selecting the object they actually want to import into!
  • Just have one object available? Don’t worry, we’ll auto-select this one for you – it’s the only option after all!

Scenario 2:

  • Auto-mapping fields took too long. Having to wait for this process to finish before being able to interact was just inconvenient. We strive to remove as much waiting time as possible because that’s just not productive.

The solution:

  • We’ve significantly optimized the auto-field mapping process to minimise the loading time on the mapping page.

The result:

  • The waiting time scales depending on how many fields are in the file.
  • We know this waiting is as a result of SimpleImport offering a helping hand, but now the hand is much, much faster!

How do I access SimpleImport Spring ’22?

Great question! This is a service update so you will automatically have access to the new workflow if you are already using SimpleImport.

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.

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.

Team highlights of the year

2021 has been a busy and hectic year for all of us here at ProvenWorks, so we wanted all the team to spend a moment to reflect on their achievement and memorable highlights of the year.

Without further ado here are our highlights of the year. 

Beth Clements, our Operations Director

“Working closely with 23 inspiring non-profits, helping them to be data heroes and meeting a bunch of awesome people along the way!”

Ruth Cawdron, our Marketing Director

  • “ProvenWorks winning the 2021 Salesforce Partner Innovation Award for our work with Malala Fund! Read the article here.
  • Becoming a Ranger after starting Salesforce Trailhead in March!
  • Winning the Salesforce Partner Innovation Award for your work with the Malala Fund.”

Chris Sweet, our Customer Success Executive

“Working with and supporting 94 customers to ensure they keep getting the absolute best and most out of our products!”

Joel Mansford, our Managing Director

“My highlight of the year has been increasing our ProvenWorks team by more than 50% in the past year, gaining superbly talented people. They’re all AMAZING!”

Adel Nazirov, our Senior Developer

“As a Senior Developer, it was a great feeling introducing best practice protocols across the ProvenWorks development team this year.”

Callum Hurry, our Director of Product Engineering

  • “Working with Cloud for Good and seeing the University of Alabama Birmingham use AddressTools in their demo at the Salesforce Higher Education Summit! See the shoutout: https://youtu.be/wWG0K4-SgLY?t=563 
  • Reading the amazing and inspirational customer stories, and learning how ProvenWorks products have improved data quality issues at so many organisations.”

Laura Truman, our Marketing Assistant

  • “Leading the ProvenWorks data cleansing campaign to share my knowledge of how to maintain good data in Salesforce. Discover it all here.
  • Getting hands on with leads in Salesforce and putting my Trailhead knowledge into practice!”

Denis Gurbuz, our Sales Executive

“My highlight has been becoming part of the team and enhancing the ProvenWorks’ Discovery Demo content.”

Damian Tomczik, our Sales Director 

“Connecting with everyone in the office again and meeting the new ProvenWorks team members – in person!”

Andrey Vyshlov, our Chief of Staff 

“Getting to know the ProvenWorks team and having an opportunity to bring a growth mindset into the picture! 

Here’s to a super successful 2022 filled with awards, record sales, and investments.” 🥂

Apache Log4j2 vulnerability: ProvenWorks solutions unaffected

ProvenWorks update relating to the identified Apache Log4j vulnerability.

Resources:

US CISA Log4j Guidance Page

UK NCSC Log4j Guidance Page

Salesforce Log4j Information Page

status.salesforce.com


We are writing to confirm that no ProvenWorks solutions are affected by the Apache Log4j2 vulnerability. We do not utilize the impacted libraries for any of our packages.

To confirm, Apache Log4j does not impact any ProvenWorks solutions.

As part of our security processes and systems, we are monitoring the ongoing situation and evaluating any potential risk.

We will keep you updated with any additional information that we deem relevant to report upon in relation to ProvenWorks solutions, as it becomes available. If you have any additional questions you can reach out to us at info@provenworks.com.

Discover the best strategies for verifying addresses in Salesforce: free webinar

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar.

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar. Speaker: Callum Hurry, Director of Product Engineering at ProvenWorks.

Can you automate it?

Should you let your users get involved?

Should you do it in batches?

There’s more to verifying addresses in Salesforce than you think!

That’s why we’re sharing our expertise for the Salesforce ecosystem in this free webinar.

What will I learn?

In 30 minutes you’ll learn:

  • why verifying addresses is important
  • pros and cons of different types of verification
  • our top recommendations from years of experience

Plus there’ll be a live Q&A for a chance to ask your questions – think of it like free Professional Services!

Who’s doing the talking?

Callum Hurry, Director of Product Engineering at ProvenWorks, has over 7 years experience of working with addresses in Salesforce. He’s seen every kind of org (no really!) and he’s sharing the insights he’s learned along the way.

How do I watch it?

Watch now using our registration link below and start your journey to verified addresses in Salesforce.

About ProvenWorks

We know all about how to verify addresses in Salesforce and 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.