💃 Drunk Salesforce Ideas, Returns! 🕺

Good morning, Salesforce Nerds! Intros are for sober people, let’s get to it 🍻

(if you missed it, be sure to check out the og drunk idea post!)

WHO DUNNIT?!?!

Salesforce List View Changer-caller-outer

Drinks 

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What is it?

A big ol’ notification, email, text, and slack message of who just edited the list view.

Why?!

The only thing more annoying than the list views constantly changing is that you can’t easily track the offender down 🕵️.

That is…you used to not be able to track the offender down 🦊. Blasting all users through all internal channels should be deterrent enough to stop it from happening.

You’re not even drunk yet and you gotta admit this idea is thirst quenching! 😋

SHARING IS CARING

Social Buttons for Closed-Won

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What is it?

When a deal is closed-won, then the user is given an array of social buttons so that they can post their accomplishment to their Linkedin, Insta, or Twitter in a single-click

Why?!

In this age where you must share everything, a closed-won is definitely worthy of swimming in the social sea 🧜‍♀️.

Amongst the “Just me and my morning coffee ☕️ 🤳😍” selfies and the “Be true to yourself. Live, Laugh, Love!” posts, the closed-wons will be a welcome addition to your network’s feed!

🚀🚀🚀

Hot Buttons

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What is it?

The booze is kicking in. Two button ideas in a row!

You’re gonna like this one…

You know when you order Chick-fil-A on the app, and it makes it super easy to order your favorite chicken sammich, add bacon, and extra pickles meal again?

It’s that, but for Salesforce professionals! Here’s what we mean ⬇️

Why?!

If you spend alot of time in the Object Manager, wouldn’t it be nice to have a hot-button that takes you directly to that page?

Or if you are constantly adjusting the tens, or hundreds 🤦 of Flows, then wouldn’t you love a hot-button to the Flow menu?

And we’re not talking bookmarks or even the Utility Bar. This is a set of 2 to 4 hot-buttons on the side of the window to get you to where you are the most 🔥.

Look at this way- if it takes you 5 clicks to get to the page you visit 10x/day, that’s 50 clicks/day, 250 clicks/week, and… <tries math>.…a lot of clicks per year 😅.

Get that 5 clicks down to one click? Your productivity (or break time 😘) will 🚀🚀🚀.

HIDDEN TREASURE

Needle in a Haystack

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What is it?

Putting AI to (some kinda, ANY KINDA!!) use - surface those needles 🪡 in a haystack .

Here are some examples -

A lead in long-term follow up has 2 unanswered inbounds 😮.

Or…

Five long-term follow up leads all have inbounds in one day 😲.

Surface those to the top! Slap the salesperson across the face with a big notification that they need to action those exceptional records!

Why?!

Let’s face it, salespeople aren’t the sharpest tools in the shed 😅. Sometimes they need Captain Obvious to give them a slap across the dome.

With the mountains of 💰💰💰 that Salesforce is investing in AI, a tool that can surface exceptional sales activity to salespeople seems reasonable 🤷🏻.

And in salespeople’s defense, a Salesforce org with 1 million leads really does feel like a haystack and you’re just pecking around for needles all day.

Let AI dig up the buried treasure 🙌.

When a salesperson has 50 overdue tasks, and one of them is a long-term follow up who’s inbounded 2x in 8hrs, then EinsteinAgentAIForceCloud can deliver that lead on a silver plate!

YOU DON’T KNOW WHAT YOU GOT ‘TIL IT’S GONE

BUSINESS HOURS OUTAGE

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What is it?

A maybe-it-is/maybe-it-isn’t Salesforce outage during business hours.

Users have no access to the thing they hate so much that there’s entire meme accounts dedicated to hating it 💀.

Why?!

Users - if you hate working in Salesforce so much, let’s see you live without it!

Find your lead’s cellphone number.

Who was that opportunity that went on a month-long trip to Italy, but is coming back and you need to be in the top of their inbox?

Write a contract. Get it signed.

Sell without your CRM. Good luck!

Your users don’t know what they got ‘til it’s gone 💔.

COMPLETE TASKS OR COMPLETE NOTHING

Overdue Task Tiles

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What is it?

50×50 pixel tiles that appear on your screen for each overdue task you have.

Why?!

But, but, if you have too many overdue tasks, how are you gonna see the screen?!

That’s the point! Complete your tasks, users! Or else!

When NBA players refuse to take reps in practice, you think they’re gonna get playing time?

Same for salespeople - if they don’t complete their tasks, take away their playing time! *cracks open another beer 🍻

POLL

SOUL FOOD

Today’s Principle