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Salesforce MVP Spotlight: Eric Dreshfield

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Salesforce MVP Eric Dreshfield

Welcome back to another S-Docs Salesforce MVP Spotlight, where we highlight some of the most inspiring and influential individuals in the Salesforce community. As a native Salesforce app, we’ve had the advantage of working with hundreds of incredible admins, developers, architects, and other extraordinary people who make the community great. We’ll provide you with an exclusive look into their Salesforce journeys, featuring best practices, career advice, and favorite ways they give back to the community.

Last time, we spoke with Steve Molis about his incredible journey and success community expertise. Featured this week is Salesforce MVP Eric Dreshfield.

Salesforce MVP Spotlight: Eric Dreshfield

Eric Dreshfield is a multi-year MVP who takes the word “community” to a whole new level. Dubbed the “Kevin Bacon of the Salesforce Community,” Eric is deeply involved in the ecosystem and believes in the power of connecting with your fellow Trailblazers. When he’s not talking Salesforce with fellow enthusiasts, he’s enabling others to do just that: he founded the Evansville, IN Administrators Group in 2010 and Midwest Dreamin’ in 2011, as well as the Dreamforce Breakfast for Newbies. In 2020, he was inducted into the Salesforce MVP Hall of Fame, which is like earning a Lifetime Achievement award.

Eric got his start with Salesforce in 2009 when he was tasked with helping his company roll out Salesforce for their support team. Since then, he has spoken at Dreamforce nearly every year since 2013, as well as other Salesforce conferences around the world including Tahoe Dreamin’ in 2017 and Snowforce in 2018, and enabled hundreds of people to connect with each other and learn more about Salesforce through the groups that he’s founded.

He’s also a huge proponent of giving back to the community -- he’s raised over $30,000 to date for Project Night Night, an organization committed to helping homeless children.

Currently, Eric is the Vice President of Delivery for ITequality. We sat down with him to hear his incredible story, his tips for fellow Trailblazers, and the many inspiring ways in which he gives back to the community.

"If I can't go to Dreamforce, then let's bring Dreamforce to me!"

Tell us about your journey to MVP status.
Nobody really sets out to become an MVP in my opinion; it's just something that happens. My first job in the Salesforce ecosystem was a role that I just stumbled into in the right place at the right time. I spotted an ad in the newspaper from a technology company looking for a support rep. I thought, “I know computers pretty well!” so I went ahead and submitted an application. They called and asked me to come in at 7 o'clock the next morning for an interview and a skills test.

After I interviewed and took the test, the HR person took a look at my scores and said, "We've never had anybody score 100 on this test before!” They ended up making me an offer right then, and I started the job at 8 o'clock that morning.

The job was only supposed to last eight weeks, but after six months they had already trained me on every single software package that this company produced. Eventually their HR team came back to me with a permanent position they had available with benefits, more money, and all the perks of being a real employee. When they asked me if I was interested, I said “Of course!”

Three days later, I got on the phone for an interview with the VP. She said “We're really impressed with your work. I just have one question for you: Why are we wasting your time in a support role when there's so many other things you can do to help drive this company forward? I’m working on a job requisition for a business analyst position to help us roll out Salesforce to the call center, and I think you’re perfect for the job.”

I had no idea what Salesforce was, but she said "Don't worry about it. You have the skills I'm looking for; I know you can do it."

So that's how I got involved with Salesforce. I was in the right place at the right time, and somebody saw something in my background that she thought was valuable.

I was first named an MVP in 2013, and have been renewed every year since -- except for 2020, when they decided to put me in the Hall of Fame, which is essentially MVP for life.

"[Midwest Dreamin'] was about gathering people from the Midwest together in one spot, spending a whole day doing nothing but Salesforce."

When you were first learning Salesforce, did you receive any training, or did you have to learn it all by yourself?
My manager told me early on that we didn’t have the budget for training, so it was mostly Google, reading through the release notes, or just spinning up a Dev Org and experimenting. I didn't have all the resources that are available today. However, one of the biggest things that helped me was when my manager told me to find a user group.

Unfortunately, there wasn't a user group in my area; the closest one that I found was Chicago, and that's about a 12-hour drive round trip from my house. So, I spent the next eight months or so driving to Chicago and other cities in the Midwest, attending these meetings about once a month. It was overwhelming, to say the least, learning all this stuff and trying to remember who I talked to and what I talked about.

One day I thought, there's gotta be more than just me using Salesforce in my area, so why don’t we have a user group? I found somebody at Salesforce and asked them what it takes to start one. Her response to me was, “Congratulations! You just volunteered to lead a user group.”

So I started the Evansville, Indiana Administrators group, and I've been running that group ever since -- about ten years now!

How did you get Midwest Dreamin’ started?
When I started my first Salesforce role, my company didn't have the budget to send me to Dreamforce. I was the reporting analyst, and they were sending their management team and Salesforce admin. That’s when I decided: If I can't go to Dreamforce, then let's bring Dreamforce to me! That’s why Midwest Dreamin’ got started in 2011. I led the event for the very first time at a hotel in Louisville, Kentucky, and had 100 people show up.

It was a fantastic experience. Additionally, I managed to bring in enough money from sponsors and attendees that I could actually pay for the event with a little bit of money left over, so I made a donation to the Benioff Children's Hospital.

After a while, the people who attended Midwest Dreamin’ started asking when it was going to happen again.

I tried to do it again in 2012 and 2013, but life just got in the way and it couldn't happen. But in 2014, I reached out to a whole bunch of community group leaders in the Midwest and said, “I wanna do this again. Who wants to help?” A bunch of hands went up. We brought Midwest Dreamin’ back to life in Chicago, and it’s been going on since then. We had almost 900 people registered in 2019.

Unfortunately, given the current circumstances, we had to cancel the event for 2020. However, it’s already on the books for June 16-18, 2021 in Minneapolis.

Lots of similar events use the “Dreamin” naming convention today. Were you the first one to coin it?
Midwest Dreamin’ has become the largest event of its kind in the US, so I guess “Dreamin’” just stuck for other events. You could say I came up with it. Something like 90% of other Salesforce Community-led events use it in some form.

Midwest Dreamin’ was one of the first events of its kind, but there were two other similar events that I’m aware of happening in the US prior to it. One of them was Snowforce in Salt Lake City, and they're still going strong. The other was an event that happened in Florida for about three years called Dreamforce To You Florida. I actually talked with the leaders of Dreamforce To You Florida about their event before launching Midwest Dreamin.’ They envisioned it as more of a “super user group” meeting, and that's kind of where Midwest Dreamin’ got started: it was about gathering people from the Midwest together in one spot, spending a whole day doing nothing but Salesforce.

"Who you know is more important than what you know, since who you know can lead you to the answers you seek."

You’re obviously incredibly active in the Salesforce community. How do you find time for everything?
I’m fortunate enough to now work for ITequality, a company that places a high value on involvement with the Salesforce Community, continuous learning, and good mental health. In addition to that, since I’m responsible for marketing and brand awareness, it’s literally part of my job to be active on social media. However, when workload requires a lot, I do rely on tools like Buffer to be able to schedule future social posts. So, while there are times I’m awake and live tweeting at 3am, 4pm or nearly any hour of the day -- sometimes my tweets were planned out days or weeks in advance. I have told people before who asked this same question that I give up sleep more than anything.

Giving back is a core focus for a lot of Salesforce MVPs. What’s your favorite way to give back?
Every year at Dreamforce, I host an event called the Dreamforce Breakfast for Newbies -- it’s a chance for people new to Dreamforce to get to know one another and see familiar faces around the campus. I donate all of the proceeds each year to Project Night Night, a nonprofit that helps support homeless children. They build bags called “night night packs” that include a stuffed animal, a blanket, and a book. Their whole purpose is to give these kids something that’s personal and special to them. Their mission hits really close to home for me, and so far the breakfast has been able to raise over $30,000.

I try to do as much fundraising for Project Night Night as I can; they’re a big deal for me. For Dreamforce 2017, I created a fundraiser for people who wanted to see me shave my beard off, which I’d had since I was 13 years old. I raised $2,300 for Project Night Night that year. I went to TrailheaDX last year and did a newbie breakfast fundraiser there as well.

In addition, I love the work that my company, ITequality, is doing. Their mode of operation is to give opportunities in the Salesforce ecosystem to underrepresented or less privileged individuals. Most of the consulting staff that we have on board started with no tech skills. We trained them on Salesforce and CPQ and helped them build up their consulting skills. The idea is to give people a chance in this ecosystem to better their lives.

ITequality doesn’t fit the bill of a standard tech firm. We employ 50% BIPOC - Black, Indigenous, and People of Color, and 60% lesbian, gay, transgender, or gender non-conforming individuals. The diversity that we have is what keeps pushing the company forward. Even though I’m in the minority at this organization, I love what we do and I fit right in.

"Put yourself out there and do something. Whether that's writing a blog post or speaking at an event, just get out there and do something to share your knowledge."

What do you do to keep up to date on all things Salesforce? What resources are most helpful to you?
Trailhead is a big one. For a couple of my previous positions, I used Trailhead to make sure I knew what I was going to do before I did it.

There are a ton of blog posts and podcasts out there that all have different approaches in what they talk about and how they teach things. David Liu has a great series of blog posts and video learnings that are all about teaching people to code.

One of my favorite podcasts is the Salesforce Campfire Stories with Justice Sikakane and Stacey Cogswell, where they have a guest on every episode and talk about what they're doing, how they're doing it, and how the community impacts their life. There's another one that's called Two WIT with Melinda Smith and Kristi Campbell that’s always a fun one to listen to. The Salesforce Admin podcast, started by Mike Gerholdt and now hosted by Gillian Bruce, is a great one as well. I always try to follow anything that they are doing because they’re always sharing good stuff.

What are other Salesforce tips & best practices you’d like to share?
When I build things in Salesforce, I try to follow the examples set by the experts - those who know more than I do. People like those mentioned when talking about blog posts and podcasts, or Salesforce MVPs -- those individuals who hold multiple certifications, and those who give back to others by presenting on various topics at community group meetings, community conferences and Salesforce events like Dreamforce and TrailheaDX. Like I always say, for me, it’s all about the people and the connections you make. Because I feel that who you know is more important than what you know, since who you know can lead you to the answers you seek, or they can lead you to someone else with those answers.

What’s the biggest piece of advice you have for your fellow Trailblazers?
There’s a talk I’ve given over the last three or four years that’s all about building your personal brand and your career, using Salesforce to do it. Probably the hardest skill for some people would be to get outside your comfort zone. You have to get over your fear, just put yourself out there and do something. Whether that's writing a blog post or speaking at an event, just get out there and do something to share your knowledge.

I started writing blogs when I got into the ecosystem back in 2012. It was initially my way of taking notes for something I wanted to remember, but I wrote it down in such a way that it would become a story. I thought that the best place to store them where I’d be able to access them forever was the Internet. I spun up a blog using WordPress called The Dresh Online, and after a while I discovered that people were reading it. It was kind of wild to me that the notes I was jotting down became something that other people sought out and wanted to read.

In addition, making personal connections is everything. I was standing in line at Dreamforce talking to a friend of mine one year, and she said "You know, every time I need an answer to something and I can't find one, I go to you and you either know the answer, or you know somebody that knows the answer.” Then she said, "It's like you're Kevin Bacon.”

So I spent the next two and a half years meeting people through events and featuring them on my blog. One of the questions that I always asked was “What's more important: who you know or what you know?

That always got some interesting feedback. My whole philosophy is that it’s all about the people.

The Salesforce Community Advantage

As Eric Dreshfield’s story shows, the Trailblazer Community is a powerful group that’s full of inspiring individuals who are always willing to share their knowledge. After getting started with Salesforce in 2009, Eric quickly learned the ropes with the help of user groups across the Midwest before using his expertise to start his own community events. We hope that his unique insights have inspired you to learn something new, share your knowledge, and get more connected with the Salesforce community.

To stay in the know on all things Salesforce and the community, follow Eric on Twitter and subscribe to the S-Docs blog, where we’ll be posting more Salesforce MVP spotlights throughout the summer, along with the latest and greatest in the Salesforce world.

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Salesforce MVP Spotlight: Steve Molis

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Salesforce is a fantastic platform to work with, but it wouldn’t be where it is today without the vibrant and diverse Trailblazer Community that surrounds it. That’s why S-Docs is introducing Salesforce MVP Spotlights, a blog series that highlights some of the most influential and inspiring individuals in the Salesforce community.

As a native Salesforce app, we’ve worked with hundreds of incredible admins, developers, architects, and other extraordinary people in the community, and we know that tapping into this group always results in new knowledge and opportunities for career growth. We leveraged our ties within the Salesforce ecosystem to gather advice from some of the top Salesforce experts and MVPs worldwide. Over the next few months, we’ll provide you with an exclusive look into their Salesforce journeys, featuring best practices, career advice, and favorite ways they give back to the community.

Dive into the stories of these Salesforce superstars to learn something new and be inspired to blaze your own trail. Kicking off the series is Salesforce MVP Steve Molis.

Salesforce MVP Spotlight: Steve Molis

Steve Molis is a 10x Salesforce MVP with a passion for formulas and helping others. It would be an understatement to say that Steve, also known as SteveMo, is an active member of the community -- he’s answered over 82,000 questions on the Trailblazer Community to date. To match Steve’s contributions, you’d have to answer 22 questions a day for the next 10 years!

Steve has been involved with Salesforce since 2003, when he was put in charge of implementing Salesforce for his company, Epsilon. Since then, he’s been inducted into the MVP Hall of Fame, spoken at Dreamforce numerous times, and established himself as an acclaimed member of the Salesforce community for his extensive formula knowledge and willingness to lend a helping hand.

We sat down with Steve to learn more about his story, Salesforce best practices, and advice for anyone in the community looking to improve their skills, further their career, or simply find a way to get more connected to their fellow trailblazers.

"Whenever I learn something new, whether it’s a formula or a process or something that’s just not in the owner’s manual, I can’t wait to share it with the community."

Tell us about your journey to MVP status.
I got into computers in my junior year of highschool when my mom got me a data entry job at the bank she worked at. After a few years, the lightbulb finally started to flicker on and I realized that computers aren’t that bad to work on, and I’m not that bad at it.

A few years later, I found myself at Epsilon, working as a Lotus Domino developer. During a team meeting one week, my boss said to me, “Sales is getting this thing called Salesforce, and it's gonna be about 25 users. You got some time - you take it,” and that was it.

Luckily, I hit the jackpot. I had written thousands of Lotus Domino formulas before, and moving from Domino formulas to Salesforce formulas is like moving from the US to Ireland. 99.9% of the words are the same - it’s just the slang that’s a little bit different. Domino gave me the background that made Salesforce make sense right out of the box.

When I first saw Salesforce, there was definitely a “wow” factor for me. It was like so many other individual things I’d worked on before, but it all came together with Salesforce. I could finally apply all those little nuggets that I’d learned over the years into one system.

I was also very fortunate to work for and with great people. I learned everything about writing Domino from my boss, who was brilliant and always willing to help.

As far as MVP status goes, I kind of just found myself there. In 2004 they spun up DeveloperForce -- old-school discussion boards and forums for people to post questions or chunks of code -- and then in 2009 they created the foundation of the community as we know it today with the IdeaExchange and the Answers Community. When Erica Kuhl created the MVP program, I was lucky enough to have been found by this community that they had built.

"I love the AppExchange because there's so many things out there that can help you ... I guarantee you're gonna find something out there that fits your needs."

Giving back is a core focus for a lot of Salesforce MVPs. What’s your favorite way to give back?
I like to joke that I will talk about Salesforce to anyone, anywhere, anytime...whether they want to hear me talk about Salesforce or not! It’s a community where you enjoy sharing what you come up with, and that’s what I love to do: share what I’ve learned.

I liken it to Disney people or Harley Davidson people. You get some people who just go to Disney one time and then they’re done, or they have a Harley, but it’s just a mode of transportation to them. Then you get those who really geek out about these things; they love to get together and talk about their passions, and for them, it’s also about sharing their passion with the community.

It’s the same thing with Salesforce. Whenever I learn something new, whether it’s a formula or a process or something that’s just not in the owner’s manual, I can’t wait to share it with the community. That’s how I love to give back. In the early days of Salesforce, there was no Trailhead, and learning was all self-taught or through collaborating online and looking at what other people were doing. I learned a lot doing that, so I like to return the favor.

Who in the community inspires you most?
There’s too many to count! If I could only mention one person, it would have to be Deepak Anand - he is the most brilliant person on the Answers Community that I have ever seen.

If I have a question about process automation or flow, I’ll ask Jennifer Lee, Mark Ross, or Brian Kwong, three of the most brilliant people in the entire world on process automation and flow technology. There’s countless others out there, but those three are like the Mount Rushmore of process automation. And they can reach out to me if they have a question about a formula -- It’s a two-way street.

There are also a ton of other brilliant people on there everyday. Eric Praud is doing some great things in the community, and it’s not just the stuff he comes up with, either. He goes into detail when he answers a question, explaining his thought process and why he did what he did, how he did it, and why it’s working. He basically gives you the owner’s manual for what he built.

Another great person is Sunil Kumar Sirangi. If my life depended on a datetime formula functioning properly, I would put my life in his hands, and have him write it.

Evan Ponter is another one. He does amazing things with reports.

I wish I could name everybody. Like I said, there’s so many great people in the community that I could go on and on; that’s just how the community is!

"Put yourself out there. The Success Community is a judgment-free part of the internet. If you have an idea or if you have a question, don't be afraid to ask. There is no stupid question."

In addition to the people who inspire you, what else do you do to keep up to date on all things Salesforce? What resources are most helpful to you?
I listen to the Admin Podcast. There's also all these Salesforce-moderated groups like Release Readiness, in addition to these individual Chatter groups that people have spun up on their own. I have mine for who owes me a beer... but some of them are more serious than that! I like the Process Automation Hour with Jen Lee -- I go there for what people are talking about in process automation, what people are talking about in reports and dashboards, what new features are out there like field to field filtering and role-level formulas.

Christine Marshall, a new MVP from the UK, has got a great blog called the Everyday Admin. Celeste Keller has posted some great stuff on the Salesforce Saint blog. All you have to do is Google “Salesforce” and you're not going to be wanting for resources.

What are some of your favorite must-have apps?
I love the AppExchange because there's so many things out there that can help you if you can't do it through the regular setup and configuration of Salesforce -- I guarantee you're gonna find something out there that fits your needs. I had a requirement for document generation a couple of years ago, and I stumbled onto S-Docs, and sure enough it did exactly what I needed it to do.

There’s some great premium apps out there that give you a fully functioning version of their solution that you can install, play around with, and evaluate, which can be really great for people in areas like the Salesforce nonprofit community.

I’ve found some great apps by Salesforce Labs that I’ve installed in a sandbox or dev org, and then used as the foundation for my own creation, whether it be my own custom object or custom app.

"Don’t jump on the first answer or the first solution you find. Be open to other ideas or new ways of looking at things."

What are other Salesforce tips & best practices you’d like to share?
I have a little admin life hack that I came up with while working with formulas. If you create or edit a formula in the formula editor, that little “check syntax” button makes sure that you're not doing something illegal in your formula, like using an INCLUDES function on a checkbox field, or comparing datetime to just date. However, it doesn't check the logic of your formula. (A+B)/C will give you a completely different result than A+B/C, but they are both syntactically correct.

So, to test my validation rule logic, I create a custom formula checkbox field on every object called “validation test,” and before I activate my validation rule, I put my validation rule formula in my formula checkbox field. Then I create a report or a list view that has all of the fields that the validation formula is evaluating, along with my checkbox right there.

This way, I can see if a record returns a true checkbox -- meaning it would trigger and flunk my validation rule -- or if it's an unchecked checkbox -- meaning it would pass my validation rule. This way, I can see if I've got a loophole.

What’s the biggest piece of advice you have for your fellow Trailblazers?
Put yourself out there. The Success Community is a judgment-free part of the internet. The people are welcoming. If you have an idea or if you have a question, don't be afraid to ask. There is no stupid question.

Back in 2008-2009, Salesforce had these weekly conference calls for admins that I would join, since I was a self-taught admin. They were basically open forums for people to ask their questions, and they were moderated by Salesforce employees. If people threw out a technical question, the people from Salesforce would take a crack at answering it - but sometimes people were doing things that weren’t in the owner’s manual. That’s when I would chime in, say “I’ve done something like that in my org. This is how I did it, and this is what you need to look for.”

At a Boston user group meeting, I was recognized from those calls by Jennifer West. She said “You’re Boston Steve! I moderate those phone calls and when you check in, everybody is glad because you answer all the questions for everyone!”

So she asked me if I was going to Dreamforce that year, and I told her that I was thinking of taking the admin workshop instead since I really want to get my certification, and that I couldn’t ask my boss to pay for both. She looked at me and said “I’m doing a session at Dreamforce. If you’re one of my speakers, your registration is comped.”

And so I was a speaker in front of about 300 people at my first ever Dreamforce in 2009. Putting myself out there in the Salesforce community really helped me get out of my shell.

Another piece of advice I have is don’t jump on the first answer or the first solution you find. Be open to other ideas or new ways of looking at things.

The Salesforce Community Advantage

Steve Molis’s incredible journey shows just how amazing the Trailblazer community really is. After starting from scratch in 2003, Steve became an influential leader in the Salesforce community by always being willing to lend a helping hand. We hope that his expert advice and unique insights have inspired you to learn something new and share your knowledge with the community around you.

To stay in the know on all things Salesforce and the community, follow Steve on Twitter and subscribe to the S-Docs blog, where we’ll be posting more Salesforce MVP spotlights throughout the summer, along with the latest and greatest in the Salesforce world.

See S-Docs In Action

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10 More Essential Productivity Tips for Salesforce Admins [Part 2]

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What’s the main responsibility of a Salesforce admin? If you asked 100 different people, you’d probably get 100 different answers. On any given day, Salesforce admins might be busy with tasks ranging from resetting forgotten passwords to building custom objects that will help achieve new business goals.

Overall, admins enable their users to get the most out of Salesforce, but the route it takes to accomplish this might change by the day. Paired with the fact that Salesforce is an incredibly innovative platform that releases three major updates per year, it’s easy to see that Salesforce admins need to be creative thinkers and lifelong learners.

As a native Salesforce app, we at S-Docs know that admins are always looking for new resources to help improve their skills. In our last article, we outlined 10 essential tips aimed exclusively at Salesforce admins to help boost productivity and enable the learning mindset that they strive for. There was so much to say that we broke it up into a two-part blog series -- read the first part here!

So whether you’ve been a Salesforce administrator for one year or fifteen, check out these 10 more tried-and-true productivity tips gathered from seasoned admins in a multitude of industries. Use these tips to grow your efficiency and continue being the #AwesomeAdmin that you are.

1. Create a Formal Process to Track Requests

One of an admin’s main responsibilities is solving users’ problems and making their lives easier and more efficient in Salesforce. Because of this, admins get lots of user requests -- some of them might be quick fixes, but others may be large projects that take quite a while to complete. If the only way for your users to contact you about requests is through email, this will quickly become overwhelming and hard to manage.

To remedy this, do what you do best -- take advantage of Salesforce to solve the problem. The case object is already great when it comes to customer support, and can be easily customized to accommodate an internal request process. You could also create your own object for requests, or build something completely new. Doing this will streamline the request process and allow you to prioritize the most important requests first, and ultimately spend less time keeping track of everything.

2. Monitor User Adoption Closely

Let’s say you’ve put in long hours building a new app, creating a custom object, or adding new fields and record types to an existing object. A lot of time and effort went into these solutions, and your users should see that, right? Unfortunately, that’s not always the case. Creating solutions that aren’t being used hurts your own productivity, because you could’ve been working on more valuable projects, and it hurts your users’ productivity, since they’re not receiving the tools they need.

For this reason, it’s important to monitor user adoption to see what your users are and aren’t using. If a solution has high adoption rates, great -- if not, you can gather information about why adoption is low by asking questions, then go back to the drawing board. Use tools like the native Adoption Dashboards by Salesforce Labs or Salesforce Shield’s Event Monitoring feature to track adoption.

3. Create Weekly Chatter Updates

It’s easier to stay productive when other people are in the know about what you’re doing. Creating weekly chatter posts that detail the projects you’re working on can be a great way to provide transparency to your team and hold yourself accountable. You’ll be motivated to get more done each week because it means that in your next update post, you can brag about what you’ve accomplished! It will also help your users prioritize the requests they make to you, since they’ll be able to view your workload for any given week, and you won’t get bogged down with too many tasks. In addition, it’s also an opportunity for your colleagues to identify areas of collaboration.

You Might Also Like: Salesforce Process Builder Best Practices

4. Back Up, Back Up, Back Up!

Nothing will hurt your productivity more than accidentally deleting something important or making a change that breaks something and can’t be reverted easily. To avoid these pitfalls, our advice is to back up, back up, back up. When dealing with data, always back up in multiple places. Whether it’s Dataloader, Excel, or a paid full service back-up solution, always make sure your data is backed up securely. Never delete data until you are certain you have a backup of what you want to delete.

Another tip is to grab a quick screenshot when you’re doing minor updates like modifying page layouts, fields, or related lists. This way you can easily refer back to how it was set up previously should anything happen.

The second most important thing to remember here is to ALWAYS make changes in a sandbox first before making changes to production orgs. If you follow these tips, you will have multiple ways to recover data should something go wrong.

5. Migrate to Lightning Experience

Like it or not, Salesforce Lightning Experience is the future of Salesforce. Lightning experience receives a majority of the updates each release cycle, and Salesforce Classic is no longer getting new features. If you’re still using classic, upgrading to Lightning Experience now will save you time down the line and give you and your users access to all of the latest innovations happening at Salesforce. It’s also a faster, more optimized experience for both you and your users. As an admin, you’ll have access to things like the Lightning App Builder, which make it easy to create your own solutions with no code required.

6. Keep Track Of Your Projects

As a Salesforce admin it’s crucial to track the multiple projects you’re working on - whether it’s a big internal overhaul or something more simple like adding a step in process builder, you’ll want to make sure you have autonomy over your to-do list. This will help ensure nothing falls through the cracks. Whether it’s a digital tracking tool like Trello (it’s one of our favorites and it’s free!), the Tasks object in Salesforce, or a whiteboard near your desk, find a path that works well for you. Tracking projects efficiently means being able to see immediate updates at a glance and manage what’s on your plate.

7. Use Internal Messaging Channels

Quick and easy communication platforms make Salesforce admins’ jobs run more smoothly, especially as remote work skyrockets in the current climate. External platforms like Slack or internal Salesforce collaboration solutions such as Chatter serve as excellent tools to pass information between users. Try setting up an @admins Chatter group so a user can easily mention the admins on a specific issue or request.

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8. Use Keyboard Shortcuts

Shortcuts by definition are an accelerated way of doing something, which can save you time in the long run. Use keyboard shortcuts for your most used functions to maximize your efficiency as an admin. Here are the most used shortcuts that every admin should know:

  • Copy: Ctrl + C
  • Cut: Ctrl + X
  • Paste: Ctrl + V
  • Open link in new tab: Ctrl + Click Link
  • Quickly switch between open windows: Alt + Tab
  • Find/search any text: Ctrl + F
  • Accidentally close a tab? Re-open immediately with: Ctrl +Shift + T
  • Increase or decrease screen size: Ctrl + + or -

9. Block Off Breaks In Your Calendar

Paradoxically, staying productive is as much about getting things done as it is about taking breaks. Working for long hours over and over with nothing to break up the work will actually make you less productive than if you consistently step away for a bit.

We don’t mean that you should go take a 30 minute stroll every hour, but taking short, consistent breaks will help you avoid burnout and even think more creatively. If you let a project rest for a bit before picking it back up, you’ll likely come back to it with a new perspective. Taking breaks will also make you feel less stressed, which will also help you be more efficient and think more clearly.

However, it can be difficult to remember to take breaks, especially if you’re on your 2nd cup of coffee and working on a particularly interesting project. We suggest taking the time to block breaks off in your calendar each day so that you don’t miss them. You’ll be reminded to give the keyboard a rest and take a breather, and also keep a consistent schedule.

10. Look at The Small Picture and The Whole Landscape

Your technical background will always be the backbone of your career as a Salesforce admin. But it’s your aptitude to solve issues in a way that has the greatest impact on your organization that makes you successful in your role. As the Salesforce guru in your organization, it’s your job to understand how each object relates to one another and how something as simple as updating a field will impact the user, the workflow, and ultimately the organization. The ability to clearly see the ripple effect of each action at a granular, isolated level while maintaining the overarching operational view is what catapults you into that next level of being a trusted resource for your organization.

Summing it Up

#AwesomeAdmins are characterized by their creative problem solving and propensity for being lifelong learners. Use these tips and best practices to continue crushing it in your role and finding the best solutions out there, whether you're a seasoned expert or just getting started. There are always new opportunities to learn and grow in the Salesforce ecosystem; subscribe to the S-Docs blog for the latest updates on all things Salesforce, digitalization, document generation and e-signature.

Ready To Catapult Productivity To The Next Level?

Productivity is all about eliminating tedious tasks and focusing on the highest value work. That’s why S-Docs 100% native document generation and e-signature solutions are designed to cut out the process of manual document creation and wet ink signatures, two of the biggest time-draining activities in the modern business world. Since S-Docs is built on the Salesforce platform, it’s much faster than off-platform solutions and incredibly secure. It’s also easier to use since it mirrors the look and feel of Salesforce, meaning your team can spend less time implementing and more time doing.

It only takes a few minutes to get started. To see what S-Docs can do for your team, request a demo today or contact us at sales@sdocs.com.

Note: This article is part of a 2-part blog series on productivity tips for Salesforce admins. Read part 1 here.

See S-Docs In Action

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Salesforce Data Security Best Practices For Financial Services

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The financial services industry -- which represented 7.4% of the United States GDP in 2018 -- is one of the most influential sectors in the world economy. Financial service firms like banks, wealth management, and insurance companies are tasked with the hefty duty of managing the finances of the world -- however, such a substantial role also comes with substantial threats. Companies in the industry are 300 times more likely to be targeted by cyberattacks compared to other industries, according to a report by Boston Consulting Group.

Given the fact that financial service firms primarily manage and work with money, it comes as no surprise that security is a top concern in the industry. Not only do they have to invest in the protection of their clients’ assets, they also have to maintain the security of their clients’ personally identifiable information (PII), which goes hand in hand with financial information.

Despite the known need for optimal data security in the industry, costly breaches continue to rise. A report from Accenture pinpointed the average cost per cybercrime in the industry at a whopping $18.5 million. So why do data breaches keep occuring in such a security-conscious industry?

The Data Security Challenge For The Financial Service Industry

For one, data security is complex: as new best practices evolve, so do the methods used by outside attackers. Furthermore, one of the biggest problems is that external threats aren’t the only security challenges to consider. Two of the largest (and hardest to combat) security risks for financial service companies are insider threats and third-party risks.

For one, employees need access to sensitive data that, in the wrong hands, could have serious consequences for an organization. Similarly, most organizations use third-party solutions to help with daily operations, and these solutions need to process sensitive data. If these solutions aren’t secure, they create more surface area within an organization’s infrastructure for cyberattacks to target.

Data Security Best Practices For Financial Services

Insider threats and unsecured third-party services are big threats, and they exist alongside things like malicious code injections, denial-of-service attacks, phishing and social engineering. It’s clear that the financial services industry is up against a lot -- so how can you protect your organization’s sensitive information and ensure that you’re not letting anything slip through the cracks?

Salesforce is a great start -- if you’re currently using the world’s #1 CRM, you’re already ahead of the game when it comes to cybersecurity. A leader in cloud security, the Salesforce platform has stringent security measures in place out of the box -- and they’ve built their Financial Services Cloud with the unique requirements of finance and insurance companies in mind. However, getting ahead of the game is only the beginning. Use these data security best practices for financial service firms using Salesforce in order to kickstart (or continue) your journey to becoming an adaptive, security-conscious organization:

  1. Stack Your Salesforce with Security
  2. Follow a Cybersecurity Framework
  3. Monitor Threats & Vulnerabilities
  4. Create Incident Response Plans
  5. Focus on Training
  6. Create a Security Culture

Stack Your Salesforce With Security

Salesforce is trusted by leading industries around the world, including the strictly regulated government and healthcare industries, so there’s no question that it’s one of the most secure CRM solutions out there. As good as its out-of-box security may be, however, there’s always more you can do to further secure your org.

To get started, make sure to follow Salesforce security basics, like managing redirects to external URLs and setting responsible password policies. You should also be sure to take advantage of Salesforce's different options for controlling information access, such as:

These options will allow you to ensure that sensitive information is only accessible by the individuals who absolutely need it, helping to prevent data breaches from within, whether malicious or negligent.

It may not sound like much at first, but layering on these simple security steps can mean the difference between millions of dollars lost and a normal day -- it only takes a small slip-up for big consequences to occur.

Use Salesforce Shield

Salesforce Shield is a trio of security tools that can help you take your data security to the next level. Salesforce shield supercharges organizational security in three ways: platform encryption, event monitoring, and field audit trail.

Platform Encryption encrypts sensitive data such as PII, credit card, or bank account information at rest, meaning that even when data is not being transferred anywhere, it’s still protected. Considering the amount of sensitive information that financial service organizations need to manage and store, platform encryption is a must for complying with industry regulations and internal policies, as well as preventing both internal and external breaches.

Event Monitoring detects and prevents information misuse by internal players, making it a key asset in the fight against insider threats. This feature can show what users are accessing, when they’re accessing it, and from where, as well as other insights like suspicious login trends. In the financial services industry, it can be used for detecting activity like data being viewed or exported from high net-worth clients, or preventing investment data from being leaked to competitors. It’s also important for complying with industry regulations like FFIEC, SOX, and PCI.

Field Audit Trail preserves the history of Salesforce field data for up to 10 years, giving financial service firms a valuable record of how their data has changed over time. Industry regulations require institutions like banks to keep a record of changes to key business elements like name and address, meaning field audit trail can be important in maintaining compliance. It can also be used to track change to important fields that display information like account balances, fees, and commissions.

Mitigate Third-Party Risks With Native Apps

Financial service firms rely on third parties to get their work done every day. From vendors to suppliers to partners, companies across all sectors use and share information with an average of 583 third parties each -- and 59% have experienced a data breach as a result of a third party. Vetting which third party solutions to use should be one of the highest things on the list when it comes to data security for financial service institutions.

Applications from the Salesforce AppExchange, while extremely useful, need to be evaluated particularly carefully because of how closely they work with and process sensitive data inside of Salesforce. Many AppExchange apps need to communicate with external servers for data processing, which means sensitive information may be at risk, depending on the security protocols of each individual vendor.

Fortunately, there’s a solution to this problem: look to native apps first. Native Salesforce applications are solutions that are built entirely on the already-approved Salesforce platform, meaning that they process all of your data within Salesforce, and don’t need to communicate or make API calls to external servers. If you already trust Salesforce, you can be confident that your data is secure when you use native apps. You also won’t have to spend valuable time evaluating the external systems that your apps depend on, since native apps only depend on Salesforce. Native apps are also automatically compatible with your org’s security settings, and most work great with Salesforce Shield.

S-Docs, for example, is a 100% native document generation and e-signature solution that allows users to generate documents with their Salesforce data merged in, and then route those documents for e-signature. The entire process happens within the Salesforce cloud. Documents that require sensitive data will be generated on the Salesforce platform by users that you approve, and since the e-signature process happens within Salesforce too, you can count on the security of your document and esign workflows to increase dramatically.

To sum it up:

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Follow A Cybersecurity Framework

As we mentioned before, data security is complex, but the good news is that the burden doesn’t all have to fall on you. There are a number of cybersecurity frameworks that have been developed to guide organizations on how they should structure their data security practices and policies. Two important cybersecurity frameworks to consider are the NIST Cybersecurity Framework and the FFIEC Information Technology Examination Handbook

Developed by the National Institute of Standards and Technology, the NIST Cybersecurity Framework focuses on five areas of cybersecurity: Identify, Protect, Detect, Respond, and Recover.

The FFIEC Information Technology Examination Handbook, developed by the Federal Financial Institutions Examination Council, is a comprehensive set of guidelines for optimal data security, covering everything from application security to security culture.

Both of these frameworks can provide valuable information on how to structure your own organization’s approach to improving or overhauling your data security policies, and help you maintain compliance with regulatory policies like SOX, PCI DSS, and GLBA.

Perform Continuous Threat Monitoring & Vulnerability Testing

Taking a proactive approach to data security is one of the best ways to avoid cyberattacks -- if you can detect them early, you have a better chance of containing them before real damage is done. The problem is, cyberattacks don’t usually give off obvious red flags; they’re designed to be as subtle as possible, and they’re only getting harder to detect as time goes on. Performing continuous threat monitoring with tools like Salesforce Shield and Salesforce Security Health Check is crucial to ensuring your organization doesn’t get caught unawares.

Similarly, it’s also a good idea to continuously assess your organization’s vulnerabilities. This can help you identify any areas that require security improvements, especially those that might be exploitable by insiders. The Financial Services Sector Coordinating Council (FSSCC) developed a cybersecurity assessment tool that can help organizations recognize internal and external risks. Doing regular assessments will help you identify and prioritize the most critical weaknesses so you can mitigate the biggest vulnerabilities first.

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Create Effective Incident Response Plans

Being proactive is important, but the fact of the matter is that no cyberattack prevention method is 100% effective. Even at organizations with the highest levels of security, breaches still happen. That’s why it’s vital to have effective incident response plans on hand should something ever happen to your organization.

Consider the different ways in which your organization could be breached -- a report from Akamai identified four methods that comprise 94% of attacks within the financial services industry: SQL injection, Local File Inclusion, Cross-Site Scripting, and OGNL Java Injection, however there are numerous others that you should prepare for as well. You should also consider breaches that have happened to other companies in the industry.

From there, develop a plan that includes procedures for notifying the proper individuals, escalating incidents to appropriate management levels, response procedures, and business continuity after the incident is contained. Additionally consider government reporting requirements for certain types of incidents, as well as when and how you will inform your customers of the incident, if required.

It’s important to assign specific roles to employees for executing different parts of your incident response plan so that if an attack occurs, the response is seamless and effective. In addition, make sure to test and update your plans on a continual basis.

Employ Training and Awareness

A good data security program and comprehensive incident response plans are only effective if your team is armed with the knowledge on how to use them. Make training a priority for your organization on all levels to ensure that everyone performs their job duties with data security top of mind.

Create a training program that focuses on your data security policies and procedures, as well as your incident response plans, so that your employees are aware of how to spot suspicious activity and know who to report it to. Include real-life examples in your program that showcase how breaches have happened in the past at other companies, and how to recognize and respond to similar attacks in the future. Trailhead courses are a great resource to use for training that gamify the learning process and make the information easier to consume.

It’s also a good idea to continuously reevaluate your training programs to make sure that they’re up to date with the latest industry standards and data security best practices.

Create A Cybersecurity Culture

In the end, one of the most important things you can do when it comes to cybersecurity is to foster a culture that supports and promotes it. Doing so isn’t as clear-cut as the rest of the tips listed in this article, but one way to begin is to start at the top. Devote board and senior leadership attention towards creating and improving data security programs so that cybersecurity becomes a priority. Follow the suggestions in this article, especially implementing comprehensive training programs, to make it clear that cybersecurity is something that your organization takes seriously.

Finally, convey the notion that cybersecurity belongs to everyone in the organization, from the senior leadership team to the summer interns. Integrate security policies into your employee handbook and keep cybersecurity top of mind with continuous training.

Topping your data security policies off with the right buy-in from senior leadership and the culture to support them will help ensure that your organization is doing everything it can to protect both your clients’ and your own information, prevent expensive data breaches, and continue to grow your customer base as a trusted leader in the financial services industry.

S-Docs: A Trusted Partner For Financial Services

At S-Docs, your security is our priority. That’s why we’re the only 100% native document generation and e-signature solution available on the Salesforce AppExchange. With S-Docs, all of your data is securely processed directly within Salesforce -- it’s never stored or processed on any platform other than the one you’ve already approved. S-Docs is committed to transforming the document and e-signature workflows of top financial services organizations around the globe, helping to securely generate and esign documents like contracts, account summaries, regulatory and compliance communications, and much more. If you’re ready to see what S-Docs can do for your organizational efficiency and security, request a demo today or email sales@sdocs.com.

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10 Essential Productivity Tips for Salesforce Admins [Part 1]

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Salesforce admins are some of the most dedicated and hard-working people you can find. We should know -- as a native document generation and e-signature solution with over 10 years of experience in the Salesforce ecosystem, we’ve met our fair share of admins, and we can say with confidence that the #AwesomeAdmin name didn’t come about by accident.

One of the qualities that makes Salesforce admins so awesome is their propensity for being lifelong learners. In fact, learning is half the fun of being an admin; in this career, challenges are always met with a spirited “bring it on!” Salesforce admins know that there is always room to improve and do an even better job.

That’s why we’ve gathered a list of tips and tricks aimed exclusively at Salesforce admins that will help improve productivity and enable the constant learning and growth that they strive for. There’s so much to say that we’ve broken these tips up into a two-part blog series - read part 2 here!

So whether you’ve been a Salesforce administrator for just a month or 15+ years, here are some of the best tried-and-true productivity tips that we’ve gathered over the years from seasoned admins in a multitude of industries. Use these tricks to grow your efficiency and continue being the awesome admin that you are.

1. Stay Current on Release Notes

As we said before, admins never stop learning and improving, and this is true for Salesforce too. Salesforce is constantly investing in the innovation of their product, which means that every year it gets better and better. If you’re an admin, you don’t want to miss out on new features that could help both you and your users improve efficiency and be more productive.

Lucky for you, Salesforce introduces a new set of release notes three times a year to coincide with their triannual updates. Keeping up to date with these (along with completing the most recent certification maintenance trailhead modules) will ensure that you never miss out on new features that could help you be more productive.

2. Consider Multiple Ways of Solving Problems

In Salesforce, there’s never just one way of doing things -- there’s several. Take automation for example: You could use workflows, process builder, flows, or apex triggers. That’s part of what’s so great about Salesforce: there’s so many different paths to the end goal. Be sure to learn multiple ways of doing things, because eventually you’ll rely on those options for efficiency. Some projects may be better suited for using one workflow, while others are better off with another workflow. It all depends on the project details and what you’re trying to accomplish. The key is to always default to the most efficient and maintainable way of getting things done.

3. Automate Wherever You Can

Adding automation tools to your workflow is the ultimate productivity hack because it saves time, reduces errors, and helps your users become more self-sufficient. Isn’t that every Salesforce admin’s goal? Consider using a document automation solution to take care of those tedious documents no one enjoys pulling together. S-Docs, for example, is a useful 100% native document automation and e-signature solution that enables users to create documents with the click of a button and electronically sign them in seconds.

When you use S-Docs, you can set up sophisticated templates that your users can generate and email with a single click -- or even no clicks at all. It’s easy to set up workflows that generate and email documents for e-signature when something as simple as a field change happens. By implementing a solution like S-Docs, you’ll not only save time and limit frustrations, but your users will be more self-sufficient and you’ll have more time to focus on bigger projects.

4. Embrace Change

Just as Salesforce is constantly changing and updating, your company is also in a continual state of change as you grow and innovate. Because of this, there will probably come a time where your Salesforce org configuration will need to fundamentally change to reflect your shifting business requirements. It’s important to recognize this early on and develop a mindset that is open to change and recognizes when it’s necessary, because Salesforce orgs that stay the same forever will ultimately hinder everyone’s productivity in the long run. If your org isn’t closely aligned with your business, it’s not doing what it’s supposed to do.

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5. Know Troubleshooting Best Practices

Noticing a slow Salesforce or glitches in your system? Don’t let it slow you down: know where to look to troubleshoot your issues. The first place you should go is trust.salesforce.com to check the status of your Salesforce instance or POD. A “POD” refers to a group of 10,000 customers together in what Salesforce calls a Point of Deployment. This is a self-contained unit and each user is allocated to one and only one POD.

Next, check to see if other users are having the same issue and see if you’re able to replicate the problem. A good troubleshooting step is to determine if the issue is isolated to a specific browser. Try replicating the issue on a different browser. If the issue does not occur then you can conclude the issue has to do with the browser. At the same time, if the issue persists, try one of these troubleshooting resources:

  • Google it - really!
  • Check Salesforce Help for articles related to your specific issue
  • Test, test, test in your sandbox
  • Inquire with your user group online

6. Tap Into Community Resources

One of the best things about Salesforce doesn’t have anything to do with the product at all: it’s the active and vibrant community that surrounds it. There are countless YouTube channels, blogs, and podcasts by Salesforce experts that can provide you with valuable knowledge about getting things done on your favorite platform. The community is so large that you can usually find blogs about very specific topics -- you just have to do a little googling first.

Another great thing you can do is follow Salesforce MVPs on twitter. MVPs are Salesforce experts that are extremely active in the community and passionate about helping others (and a lot of them have their own blogs or podcasts, too). You can stay up to date on all things Salesforce by keeping up with the MVPs, so we highly recommend it.

7. Use Bookmarks

You don’t have to reinvent the wheel every time you need to solve a problem! If you come across a resource that solves a problem you frequently run into in a community group or elsewhere online, bookmark it. Flagging significant information to refer back to is a hack you’ll thank yourself for later. Common resources to bookmark:

  • Your most frequented tabs
  • Dashboards/reports that you check daily
  • Community forums/blogs you read
  • Different dev or sandbox orgs for easy access

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8. Approach Your Week With Mindfulness

At the beginning of every week, it’s important to take a look at all of your current projects and tasks and make yourself a set of goals and objectives. Ask yourself what you realistically want to accomplish for the week, as well as if those goals align with you and your company’s priorities. Then, create a to-do list and block off your calendar based on that list. Doing this simple process at the beginning of each week will help you not feel too overwhelmed by the amount of tasks in your inbox, ensure that you complete the most pressing and important things first, and ultimately allow you to be more productive because of it.

9. Remove Distractions

Sometimes, the tools that enable your productivity can also hinder it. If you’re finding yourself interrupted by Slack messages and emails every ten minutes, it’s okay to turn off notifications for a chunk of time, close out of any unnecessary tabs, and hunker down for some distraction-free deep work.

This also applies to physical distractions in your environment: if things are too loud where you’re working, try putting in headphones and turning on some relaxing music, or even white noise. You’ll probably also want to turn your phone off for a period of time.

10. Tap into Your Puzzle Solving Skills

Salesforce admins are puzzle solvers by nature and have a knack for getting to the root of issues quickly. You get requests or complaints from users all the time, some of which may not be accurately described. Be the puzzle solver you were born to be. Ask leading questions to get the root of the problem. Ask yourself why your users are requesting a particular feature before thinking about how you will implement it -- these questions will help you determine the best course of action, and will ultimately save your organization time and headaches.

Summing it Up

Whether you’ve been in your career for fifteen years or fifteen months, there’s always room to grow. Use these tips to equip yourself with the necessary hacks to crush it as a Salesforce admin (or continue to crush it, as we know you’re already doing). Learning opportunities within the Salesforce ecosystem are endless, so take advantage of all you can and never stop learning and growing in your position.

Ready To Catapult Productivity To The Next Level?

Productivity is all about eliminating tedious tasks and focusing on the highest value work. That’s why S-Docs 100% native document generation and e-signature solutions are designed to cut out the process of manual document creation and wet ink signatures, two of the biggest time-draining activities in the modern business world. Since S-Docs is built on the Salesforce platform, it’s much faster than off-platform solutions and incredibly secure. It’s also easier to use since it mirrors the look and feel of Salesforce, meaning your team can spend less time implementing and more time doing.

It only takes a few minutes to get started. To see what S-Docs can do for your team, request a demo today or contact us at sales@sdocs.com.

Note: This article is part of a 2-part blog series on productivity tips for Salesforce admins. Read part 2 here.

See S-Docs In Action

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[Datasheet] Native Salesforce App Architecture and Benefits

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As any admin, developer, architect, or even end-user knows, one of Salesforce’s greatest strengths is its ability to be customized. The Salesforce platform allows you to do some amazing things with just a few clicks -- things like complex process automation can be created by individuals with no development experience whatsoever.

If your requirements get a little more complicated, this isn’t a cue for you to drop everything and start learning Apex code -- the Salesforce AppExchange is filled with pre-built solutions that you can use to customize your org to fulfill almost any business need. However, with 3,400+ apps available today, not all of them are created equal. Salesforce apps exist for almost every industry or use-case imaginable, but they all fall into two main categories: native apps and non-native apps.

To put it simply, native Salesforce apps like S-Docs and S-Sign are solutions built entirely on the Salesforce platform, while non-native apps are built on external clouds like AWS or Azure, and interfaced to Salesforce through APIs.

So how do you choose between the two? What are the benefits of using one type of Salesforce application over the other?

The answer is simple: always look to native apps first. While they’re not a cure-all, native apps have significant advantages over externally based apps. Native apps are consistently:

  • Extremely fast - all processing is done within Salesforce
  • Incredibly secure - your data never leaves Salesforce
  • Easier to use - the user experience mirrors Salesforce
  • More reliable - server uptime is the same as Salesforce

All of these benefits stem from the fact that native apps are built on the Salesforce platform, meaning they are specifically designed to work with Salesforce, and only Salesforce.

Use the datasheet below to dive into the unique architecture and benefits of native Salesforce apps, and learn how native apps can help your business tighten security and skyrocket efficiency.

Download Datasheet

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Top 10 Things An E-Signature Solution For Salesforce Can Do For You

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In sales, extra steps get in the way. Anything that prolongs the sales cycle or causes the experience to be less than efficient is another opportunity for your prospect to reconsider. And when prospects reconsider, nobody wins.

Enter e-signature solutions for Salesforce like S-Sign by S-Docs, the best friend of quickly closed deals. E-signatures remove one of the most common bottlenecks that salespeople face: slow signature processes at the closing phase of a deal. Electronic signatures are easier for everyone involved and incredibly secure, and they ensure your momentum doesn’t stall. So if your current signature workflow looks something like this:

Read on for the top 10 ways e-signature solutions for Salesforce can help you close more deals faster, and dramatically cut down on the unnecessary steps between an unsigned contract and a won opportunity.

E-Signatures Are Fast...Really Fast

This may be one of the most obvious benefits of using e-signatures, but it has to go first because it’s also one of the biggest. E-signatures exponentially speed up the signing process.

Without e-signatures, you could be in for days of waiting for executed contracts as individuals print, sign, and scan them back into the computer. What’s worse, some may not even have access to a printer when they receive your documents, meaning they’ll be put out of mind until they’re able to sign them (which might not be for a few days!). And don’t even get us started on missing signatures...

Not only is this extremely slow, it’s a frustrating and negative experience for the people you’re trying to impress.

E-signature solutions remove all of this frustration. For one, e-signature requests can be sent to the appropriate people in seconds. The right solutions will merge any Salesforce data you need into your contract automatically, meaning that once your prospect is ready to sign, sending the contract is a simple button click away (and you can give your Ctrl+C keys a rest for once). Native solutions like S-Sign will run even faster, since they process everything directly inside of Salesforce.

Once the agreement is sent, stakeholders can sign it immediately -- no printing or scanning involved. An easier signature process means a higher conversion rate. There’s less of a chance of the email getting opened and forgotten -- your call to immediate action will invite them to sign right away.

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E-Signatures Are Great On Mobile

Let’s face it -- clocking 40 hours in the office each week is slowly becoming a thing of the past as more and more companies take advantage of remote work. Just look at this list of jobs that can be done entirely on your phone! With this comes the demand for solutions that enable business processes to work from quite literally anywhere.

The odds are pretty good that your prospect won’t be sitting in a fully-functioning office (with a printer or fax machine) and staring at their inbox when your contract comes through. This isn’t a problem if you’re using e-signatures.

It doesn’t matter if they’re in the grocery store, the airport, or climbing a mountain -- as soon as your prospect receives your signature request, they can review and sign it on their phone or tablet. And this doesn’t just go for your prospects -- e-signature solutions give you the flexibility of sending documents for signature from anywhere, too.

E-Signatures Optimize Your Workflow

You probably don’t exclusively speak to one person per company during the sales process. In fact, an average of 7-8 people are actively involved in the buying process, with 5-6 additional people participating occasionally. At the end of the sales cycle, there’ll be quite a bit to keep track of.

E-signatures optimize your workflow to take the stress out of closing deals. They can be set up to do things like automatically email a quote to all of an opportunity’s contacts when you update the stage to Proposal/Price Quote, ensuring no stakeholder is forgotten. In addition, they’re easier to use for everyone involved: no email attachments are being sent back and forth, meaning everybody can always be sure they’re working on the same version of a document. This also means that if there is a mistake after sending out your contract, it can be easily voided and re-sent in seconds after the error is corrected. Your deals will close faster and less time will be wasted on all sides.

E-Signatures Allow For Data-Driven Decisions

When you email a contract out through Salesforce, you’ll be able to see when the email was opened, but after that you’re pretty much in the dark. You’ll have no idea how long it took for your prospect to sign the document, or how much time it spent with individual stakeholders.

With e-signature solutions, you can see exactly when each person opened and signed your document, and how long it took to get passed on to others. S-Docs and S-Sign make it easy to access all of this information directly from the records you're working with. Once you’ve collected enough data, you can make it work for you by adjusting things like your call-to-action, verbiage, and the time of day or day of week that you send your documents. E-signature solutions allow you to stop leaving this valuable data on the table and start making it work for you.

Having access to this data also enables you to ensure your document has been signed by all relevant parties, and that no signature has been left out.

E-Signatures Create Urgency With Expiration Dates

Creating a sense of urgency is the goal of any salesperson waiting for a signature - the faster the deal is signed, the faster payment can be made, and the faster the client can get up and running. However, words can only get you so far -- in the end, an emailed PDF can sit with your prospect for as long as they like.

To avoid this sales “black hole,” you can use an e-signature solution to set a real expiration date for the signature request that’s easily viewed by anyone looking at the document. If your prospect knows that they only have a limited amount of time before the document is automatically voided, they’ll be much more likely to sign it or pass it on to the appropriate stakeholders as soon as they can. Expiration dates are a great way to speed up the already-quick process.

E-Signatures Keep You Top-of-Mind With Reminders

Reminder emails are another great way to ensure the reviewal and signature process is moving along at a steady pace. E-signature solutions let you automate how often reminder emails are sent based on different factors during the signing process. Great e-signature solutions like S-Docs and S-Sign also let you customize these emails in any way you’d like, including pulling data directly from Salesforce and conditionally rendering certain portions of the email. This helps ensure that your emails are relevant, well-designed, on-brand, and that they show up in your prospect’s inbox at exactly the right time.

E-Signatures Help With Design

Although it may seem like an afterthought, the importance of document design cannot be overstated. Bad design will make your company look unprofessional and sloppy, and won’t necessarily inspire confidence in the solutions you’re offering. Good design, on the other hand, will show your prospect that you’re serious about the deal, living in the modern world, and a business that can be trusted.

Good e-signature solutions don’t just let you place signature tags on a page and send it out -- they allow you to design your document in accordance with your company’s brand guidelines, keeping everything on-brand and professional. When you use S-Docs and S-Sign, you can built these sophisticated documents directly within Salesforce, or upload any pre-designed PDF to drag and drop signature tags. Once you have some templates built out, they’ll always be ready to go at a moment’s notice. These templates will also keep you from making any copy mistakes.

E-Signatures Increase Productivity

The fact of the matter is that e-signatures simplify just about every aspect of the signature process that would normally sap productivity and kill sales momentum. Valuable time spent hunting down prices, company information, names and job titles? E-signature solutions pull data from Salesforce and automate all of it. Jumping between programs to build a great-looking proposal? E-signature solutions can use sophisticated, pre-designed templates. Crafting the perfect reminder email over and over? E-signature solutions automatically do it for you.

Great e-signature solutions can even cut down on your data-entry time, since they will write your signers’ responses directly back to Salesforce fields.

Simply put, e-signatures allow you to focus on the highest value work. In the long run, you’ll spend more time selling, nurturing leads, and building relationships, and because of the efficiency that your e-signature solution provides, more time converting prospects into customers.

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E-Signatures Are Incredibly Secure

E-signatures have been a legal form of signature in the United States for a long time -- since the ESIGN Act was signed into law in 2000, in fact. Despite their relatively long history, however, it’s taken businesses quite a long time to start adopting and using them regularly, usually out of security-related concerns. Ironically, adopting an e-signature solution is one of the most security-conscious decisions a business can make.

While it’s true that wet-ink signatures are unique in the fact that everybody’s handwriting is different, their security stops there. After a physical document is signed, it’s impossible to tell any more information about it -- when and where it was signed, how long ago, and whether or not the document was edited after signing occurred.

Electronic signatures are secure because they track this process information, then attach it to an audit trail after a document is executed. You’ll be able to see when a document was accessed, how many times it was opened, who signed it and when, as well as IP addresses from where it was signed. If the document was edited, that information will be available too. It’s much easier to detect fraud or defend a contract’s legality when this information is available.

E-signatures also help you minimize risk by ensuring compliance with your business’s policies -- you control what parts of a document are allowed to be edited, and which documents are able to be sent out. You can also run your Salesforce validation rules on your contracts, guaranteeing that they’re filled out correctly.

If you’re using Salesforce native e-signature applications, like S-Docs with S-Sign, this security is taken to the next level. Native apps are built on the Salesforce platform, meaning they’re housed entirely within Salesforce, and comply with all of Salesforce’s stringent security requirements by default. If you’re already using Salesforce, native apps conform to your org’s individual security settings and sharing rules, and they don’t take your data outside of Salesforce for processing. You don’t have to vet different cloud services when you’re combining Salesforce with a native e-signature app, because contracts can be created, sent, tracked, and signed directly within Salesforce.

E-Signatures Are Good For Your Brand

E-signature solutions aren’t going anywhere, and they’re only going to get more common over time. If you’re not using them now, you’re falling behind your competitors.

In a nutshell, they’re the modern way of doing business, and other businesses will form a positive impression of you and your brand the moment they see that sleek signature pad and realize they don’t have to dust off their printer. That positive first impression will likely translate into more positive experiences down the road, and even a higher chance of getting referrals.

Additionally, e-signatures are great for the environment. Using e-signature solutions could mean saving thousands of trees worth of paper each year (and likely thousands of dollars as well). Eco-friendly solutions are always a plus for your image!

It Only Takes A Few Minutes To Get Started

The benefits of e-signature solutions for Salesforce go on and on -- there are countless ways they can strengthen security, increase conversion rates and skyrocket productivity. If you don’t use e-signatures yet, you’re probably missing out on a lot of these advantages, but the good news is it only takes a few minutes to get started. And if you’re using Salesforce, it may take even less.

S-Sign, built by S-Docs, is a 100% native e-signature solution that’s purpose-built for Salesforce customers. S-Sign is built to complement our industry-leading document generation solution, S-Docs, meaning creating your documents, sending them for signature, and tracking everything in Salesforce is a seamless process. Since they're built on the Salesforce platform, S-Sign and S-Docs require almost no integration or setup, and mirror the look and feel of Salesforce. This means that you can start streamlining your signature processes immediately.

It also means you can be completely confident in the security of your signatures -- since they're native to Salesforce, S-Sign and S-Docs allow you to build contracts, proposals, or other documents, send them for signature, and have them signed directly within Salesforce.

Now that you know the benefits, what are you waiting for? To learn more about S-Sign’s great features, including signing in person, automation, and validation rules, contact the S-Docs sales team today at sales@sdocs.com or request a demo today.

Happy signing (and closing)!

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Salesforce Cybersecurity Best Practices For Healthcare

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When people hear the word “healthcare,” it usually brings to mind health clinics and hospitals, lab coats and stethoscopes, or patients being treated by doctors and nurses.

While these images are all accurate, there’s another big component to the healthcare industry that isn’t always top of mind: cybersecurity. On the back end of maintaining the health and wellbeing of our society comes protecting all the data that goes into that mission. Healthcare organizations not only have to ensure that their internal data remains secure, they also have to protect the sensitive information of their patients, which is regulated by strict laws.

What’s more, recent studies have shown that the cost of healthcare data breaches is higher than any other industry, at an average of $408 per record. Because of the lofty costs of potential data leaks (which can even include jeopardizing patient safety), along with the possibility of legal ramifications, healthcare organizations have an obligation to prioritize cybersecurity.

The good news is that cybersecurity best practices are constantly improving, and with a little planning, they’re not too hard to learn about and implement. Here are a few of our tips for maintaining optimal data security for healthcare organizations using Salesforce.

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Conduct A Risk Assessment

Before you can begin taking comprehensive cybersecurity measures, you have to know where your sensitive data is (both in Salesforce and out), and identify potential areas of risk. Conducting a risk assessment is the best way to do this, but it’s also required by the HIPAA Security Rule, which establishes standards for protecting electronic protected health information (ePHI). A good risk assessment should:

  • Ensure your organization is compliant with HIPAA standards
  • Identify areas of risk involving ePHI or personally identifiable information (PII)
  • Inform you of where all of your sensitive information resides

There’s no one correct way to conduct a risk assessment, but there are a number of resources available that can help guide you through the process. The Security Risk Assessment Tool, developed by the Office of the National Coordinator for Health Information Technology (ONC) and the HHS Office for Civil Rights (OCR), is a downloadable risk assessment software designed to guide you through the process of conducting a risk analysis.

The National Institute of Standards and Technology (NIST) has also published general guidelines for conducting risk assessments that can help organizations structure their risk analysis procedures correctly.

While performing a risk assessment is an important first step to protecting your patients’ safety with optimal data security, similar assessments should be conducted regularly to ensure that your organization stays compliant and nothing falls through the cracks. It’s always best practice to remain vigilant, using things like Salesforce Security Health Check to make sure your data remains as secure as possible.

Follow A Cybersecurity Framework

After assessing your organization’s risk potential, you need a plan to make sure risk is mitigated and ePHI stays confidential. Luckily, this responsibility doesn’t have to fall entirely on your shoulders if you follow a cybersecurity framework. Cybersecurity frameworks like the HITRUST CSF or NIST CSF are essentially pre-made plans for identifying, responding to, and decreasing cybersecurity risks. These voluntary guidelines direct organizations on how to reduce cyber risks to critical infrastructure.

For example, the five functions of the NIST CSF are:

  1. Identify what cybersecurity threats are
  2. Protect your data from cybersecurity threats
  3. Detect cybersecurity threats as they happen
  4. Respond to cybersecurity threats
  5. Recover from cybersecurity threats

Following a cybersecurity framework (or even using one as the basis for your own plan) can greatly cut down on the time and resources necessary to minimize threats and maintain compliance with laws like HIPAA and HITECH.

Take Measures Against Insider Threats

Planning for external attacks is a must, but it doesn’t account for individuals with internal privileges and access to confidential information. According to Verizon’s 2019 Data Breach Investigations Report, healthcare was the only industry with more internally caused data breaches than external, with 59% of breaches happening as a result of an organization’s internal members. Data breaches that come from the inside aren’t always malicious, either -- they can also result from carelessness or ignorance of the rules.

Because of this, healthcare organizations must take careful measures to root out insider threats and prevent them from taking place, as well as ensure that they can recognize them early when they do happen. In Salesforce, you should do an audit of user profiles and permission sets to confirm that there isn’t any unnecessary access to confidential information anywhere. It’s important to always enforce restrictions and verify that users only have access to information that’s critical to getting their job done.

Make Training A Priority

One of the best defenses against insider threats is to implement a strong training program that’s mandatory for all employees. Training should be done during the initial onboarding process and on an ongoing basis. This will make certain that your organization’s data security policies and procedures are always top of mind. Look at training as a powerful tool, and not just another thing you “have to do” -- it’ll show employees how much you value security, and safeguard against negligent data breaches.

Use Salesforce Shield

Salesforce Shield, a trio of security tools, is a great way to be proactive about insider threats in your Salesforce org. The three components of Salesforce Shield are event monitoring, platform encryption, and field audit trail.

Event monitoring is probably the most important part of Shield when it comes to preventing insider threat. This feature tracks user interaction within Salesforce and makes it available to admins via APIs. You can see who is accessing your sensitive ePHI and PII, when they’re accessing it, and from where. Event monitoring makes it easy to spot abnormalities and ensure that employees are complying with data security policies.

Platform encryption is another important tool for both internal and external threats. This tool encrypts sensitive data at rest, not just when it’s being transmitted over a network. It helps you meet HIPAA’s data storage requirements for protected health information while maintaining critical functionality.

Field Audit Trail helps with internal governance because it stores up to 10 years of field data changes, allowing you to keep a record of how data has changed through time. It’s especially helpful for maintaining compliance with data retention policies.

No matter what system or application you use, it’s important to be proactive about monitoring insider threats. The best way to stop a data breach caused by internal players is to recognize the red flags and contain it before it happens.

Use Native Salesforce Apps When Possible

Salesforce is a powerful and incredibly secure tool used by healthcare organizations around the globe, but there will almost always come a time when its feature functionality needs to be extended. Adding the right applications from the AppExchange to your Salesforce stack is a smart move -- but whenever new systems are introduced, new risks are created. Your best bet for avoiding drawn-out security evaluations and keeping your data security policies intact with third-party solutions? Look for native Salesforce apps first.

Because native apps are built directly on the Salesforce platform, they’re automatically compliant with Salesforce’s strict security standards, and they conform to your org’s security settings and sharing rules out of the box. They also process data directly within Salesforce, meaning no external integrations are required -- with native apps, your data isn’t changing hands, and nobody but you can see or access it.

When you can, use native apps for your most critical functions that work with your sensitive data. This will ensure that your organization continues to run as normal without the risks associated with handing data off to third parties. It’ll also mean a much shorter implementation and training period, since native apps are designed to work exclusively with Salesforce, and mirror its look and feel.

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Establish Secure Document Workflows

Healthcare organizations have to create and process thousands of documents every day, and many (if not most) of them contain confidential information. It’s critical that you establish secure workflows for creating, handling, and storing your documents in Salesforce. Using native document generation and e-signature solutions is the first step towards doing so with better document security.

Every organization will have different workflow needs, but remember to always enforce restrictions. Only certain users should be given access to create and edit document templates. Similarly, other users should only be able to create specific documents that are necessary for their jobs. Some documents should be able to be emailed, while others should be restricted from this ability.

Document generation solutions allow you to fine-tune all of these settings, ensuring that users are compliant with your policies, and minimizing the risk of data leaks. As we mentioned before, using native solutions only increases this security.

Foster A Culture of Security & Privacy

Ultimately, one of the most important things you can do is create a culture of security and privacy that permeates every level of your organization. Make cybersecurity and privacy awareness a fundamental part of your company’s mission. Unlike the risk assessment software or cybersecurity frameworks, there’s no real playbook for this one. Following the guidelines in this article are a way to get started: by following a security framework, prioritizing training, and vetting secure apps, you give the authentic impression that security is one of your top values. Here’s two more pieces of advice that will help you on your way to building this culture:

  1. Convey the notion that security belongs to everyone. Every employee should feel like they have a responsibility to uphold security and privacy no matter what level they’re at or what kind of information they interact with. Adding security to your list of values and emphasizing the topic continually will help show that security is a part of your culture.
  2. Make security engaging. Nobody will really take security seriously (or even remember the training) if it’s presented in a dull way. Think about the ways your organization talks about security and the mediums through which you provide training, and consider if there are opportunities to make it more fun or even gamified. Salesforce trailhead courses are a great example of this, and a perfect place to start if you’re stuck.

All in all, implementing responsible security protocols and building the culture to support them will cut costs, maintain legal compliance, and improve the safety of your patients.

S-Docs: A Trusted Partner For Healthcare

At S-Docs, your security is our priority. As the only 100% native document generation and e-signature solution for Salesforce, we help top healthcare organizations around the globe securely generate and e-sign the documents they need every day. When you generate a document with S-Docs, your data never leaves the Salesforce platform, meaning S-Docs is one of the most secure solutions available. From patient consent forms to billing documents to HIPAA forms, S-Docs is here to improve your efficiency without compromising on cybersecurity. Visit our healthcare page to learn more about our work with top healthcare organizations.

To learn more about S-Docs and the secure architecture of our native apps, contact our sales team at sales@sdocs.com or request a demo today. We’ll be happy to give you a customized demo that shows what S-Docs can do for your organization. 

See S-Docs In Action

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Upgrading Your Document Generation System? Here’s What You Need To Know

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Here’s a short quiz for you:

  • Have you spent more than 5 minutes creating a routine business document in the past month?
  • Have you recently sent out a document to a client, only to spot a glaring mistake after hitting Send?
  • Do you love manually creating documents?

If you answered yes to question 3, then this article isn’t for you. You may, however, enjoy this one.

If you answered yes to any of the other questions, though, it might be time to either upgrade your current document generation solution, or implement one if you haven’t already.

Why Use Document Generation?

Document generation solutions allow you to take a tedious yet vital business function and automate it so that your team can focus on the highest-value work. Document generation solutions have high ROI because of the efficiency, accuracy, and security that they bring to the table.

Every business has a multitude of mission-critical documents that they need to create every day -- quotes, invoices, contracts, proposals -- and these are just a few. By digitizing and automating these vital documents, businesses are able to save time and money, make their employees happier and more productive, and provide more value to their customers.

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What Should You Look For In A Document Generation Solution?

Sure, document generation solutions will increase productivity and efficiency all around. Employees will be able to respond quicker to your customers’ needs, and the days of sending out typo-ridden documents will be in your rearview mirror. However, this doesn’t mean that you should just start googling away and land on the first link you see with the words “document” and “generation” in the preview snippet.

The fact of the matter is, document generation solutions can be extremely powerful tools, though they may sound simple enough at first. This means that there’s a lot to consider when shopping around for the right solution, and not all document generation tools are created equal. Luckily, we’ve compiled this list of must-have features that any business needs to look for during their document generation evaluation.

Seamless Integration Into Your Existing Business Processes

Document generation solutions work by merging your business data into pre-built templates so that you don’t have to chase down information and make sure you’ve copy-pasted correctly. Therefore, they need to be compatible with the current processes and workflows that go into collecting and storing your business data. Choosing a solution that integrates well with your current system is a must to ensure smooth setup and minimal hiccups down the road. Seamless integration also helps because the less user training required, the faster you can get your solution implemented and start seeing productivity skyrocket.

If you’re using Salesforce, look for native solutions first. Native Salesforce applications are built on the Salesforce platform, meaning that they are seamlessly integrated automatically. Native apps mirror the look and feel of Salesforce, minimizing the amount of user training required. They’re also incredibly secure and faster than non-native solutions, meaning they’re a perfect place to begin your solution evaluation.

Powerful Yet Easy-To-Use Template Editor

Document generation solutions depend on pre-built templates that are configured before end-users interact with them. Choosing a solution that employs an intuitive, powerful method for building these templates will mean that templates can be deployed for use faster and ultimately look much more sleek and professional. We recommend looking for a document generator with a built-in template editor that doesn’t require you to use an external program every time you need to make an edit, thereby providing you with optimal efficiency.

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Automation Options

Generating your documents with the click of a button instead of by hand is extremely efficient -- however, good document generators will take it a step further and allow you to employ document automation. Almost any business will have processes or stages in the sales cycle that always require certain documents to be created and sent. Automating these scenarios allows you and your team to continue to focus on what really matters, while those quotes or proposals are sent in the background with all of the information they need. In this day and age, there’s no reason repetitive tasks like routine document creation shouldn’t be automated.

Automation will be especially important when your business and your document needs grow. As your organization expands, manually creating documents won’t just be annoying and time-consuming -- it’ll be practically infeasible. You should look for a document generation solution that supports automation now to ensure you’ve covered all your bases in the future.

Dynamic Content Rendering

Let’s say your business sends out a master service agreement whenever a deal reaches a certain stage. Basic document automation would be able to get this done easily -- provided that the same master service agreement is being sent to every customer. Unfortunately, this probably isn’t actually the case.

Here’s where dynamic content rendering comes in, and why it’s an absolute necessity when it comes to document generation solutions. Dynamic content rendering allows you to include or exclude certain portions of your documents based on business rules. Depending on your requirements, it could be as simple as including different terms and conditions clauses for contracts being generated for customers in different states, or as complex as changing the entire structure of your contracts based on the customer’s company size, country, industry -- the options for customizing your documents to your specific business workflows are endless.

Document generation solutions that employ dynamic content rendering allow you to create living, breathing documents that are tailored to the needs of your customers, completely automatically. Look out for this critical feature during your evaluation.

Runtime Prompts

Runtime prompts are a way for users to provide their own input while generating a document. They work by pausing the document generation process and prompting users with questions -- they could be in the form of multiple choice options, checkboxes, blank text areas, etc. -- and then merging their input into the document directly, or using the input as a variable for dynamic content rendering.

Finding a document generation solution that supports runtime prompts is important for a number of reasons. First, it allows for maximum dynamic content rendering flexibility. There are some complex situations where predetermined business rules can’t fully rely on automated processes; user interaction would be required in these situations. Second, it ensures that compliance to company policies is upheld. Runtime prompts allow users to edit certain aspects of a document that are preconfigured for them, without giving them access to edit everything.

Batch Document Generation

Batch document generation is another requirement for any business looking for a new document generation solution. Whether you’re a large enterprise or small startup, there will be times where you’ll need to generate lots of documents at once. These situations are made easy with document generation solutions that support batch processing.

Support For Multiple Document Output Formats

Your business isn’t exclusive to one single document output file type, so you need to find a document generation solution that supplies the formats you need to keep your business functions running. There are lots of common document output formats that are being used every day. From PDF to XLSX, it’s important that your document generation solution supports the varied file types that your business relies on.

Email Support

What’s the point of automating your digital documents if you have to download them and then attach them to an email in an external program?! Email support is crucial for any document generation solution because it allows for an uninterrupted workflow from start to finish. You should look for a document generation solution that supports sending your documents and logging those emails in your current system so that you can easily refer back to them.

However, a great document generation solution doesn’t stop at just emailing your documents -- it provides a canvas for customization. You should be able to create email templates to go along with those documents as well. Email templates are valuable because they can be pre-configured just like regular documents can -- including dynamic data and content rendering -- and also be automatically populated with correct recipient information. Creating great-looking emails with the same software you use to create sophisticated documents is more efficient and easier than using separate systems.

E-Signature Integration

E-signatures aren’t going anywhere, and if you’re using a document generation solution, it’s crucial that you use e-signature alongside it. Choosing a solution that allows for painless e-signature integration will help you close deals much faster today and save you a headache down the road.

If you can, go one step further and choose a document generator with a proprietary e-signature solution that’s already integrated by default. Evaluating, implementing, and training users on two different systems is a huge commitment from both a time and financial standpoint. Since document generation and e-signature go hand in hand, it doesn’t make sense to use two different systems. Many of the documents that you generate will likely require signatures from one or more parties; find a solution that has e-signature built in so that you can create and sign your documents in one fluid motion.

Even if you’re not leveraging electronic signatures now, it’s probable that you will be in the future, and you should make sure your document generation solution supports it.

Mobile Compatibility

For many companies, a lot of business gets done outside of the office. It’s important to choose a document generation solution that empowers those working in the field to be able to create the documents they need to get their job done. Document generation solutions with mobile capabilities are powerful because they increase efficiency and productivity anywhere. Even if most of your business is done in the office or over email, the ability to create documents right from your phone is still an important thing to consider -- you never know when this functionality might be able to help you out of a pinch.

Start Improving Your Document Workflow Today

Whether you’re looking to upgrade your current system or implement one for the first time, you now have the tools you need to find the document generation application that’s right for your business. Choose a solution that’s easy to use without compromising on functionality -- one that integrates seamlessly into your current workflows, and is able to scale to your growing business needs.

S-Docs is a 100% native document generation and e-signature solution for Salesforce. From extensive automation options to mobile compatibility, S-Docs supports the unique needs of any business. S-Docs is a powerful tool with robust functionality, and it comes with the added benefit of being built on the Salesforce platform. Being native to Salesforce means being automatically compliant with Salesforce’s most stringent security requirements, as well as being incredibly fast, since S-Docs doesn’t rely on external servers or platforms. Native Salesforce apps also mirror the look and feel of Salesforce, meaning they’re easier to learn, faster to implement, and more intuitive than their non-native counterparts.

To learn more about our solution, contact our sales team by requesting a demo or emailing sales@sdocs.com.

See S-Docs In Action

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Digital Solutions For A Changing World

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There’s no denying that it’s a strange time for business right now. Largely unknown when 2020 began, the COVID-19 pandemic has brought about massive changes for companies around the globe. As we adjust to the ever-changing situation, the biggest observable shift so far has been towards a culture of social distancing: staying physically far apart.

Many businesses that depend on in-person patronage have had to temporarily close their doors, while those that rely less on physical presence have begun redesigning their processes to accommodate partially or fully remote teams. Salesforce and Twitter were among the first big companies to close their physical offices entirely, and since then more and more have followed suit.

For many, this means a lot of adaptation, reconfiguration, and realization. Suddenly, it’s apparent which meetings could’ve been emails all along. Many are discovering that when left to their own devices at home, they’re just as productive (or even more productive) as they are at the office. At the same time, others are struggling because no solid digital infrastructure existed for their business before.

Although it’s not immediately clear how long this disruption will last, it is clear that it’s generating big discussions about topics that will far outlive the coronavirus pandemic.

A Changing World

Even before today’s situation was in full swing, many companies were already on a trajectory towards more remote work, more digitization, and less reliance on legacy systems.

The benefits of having a remote team have been measured time and again. Depending on the situation, employees are healthier and more productive, and employers are able to reduce costs and hire from a wider pool of candidates.

Similarly, the benefits of digitization have been praised by companies who’ve taken digital initiatives, and sought by companies that plan to do so. Digitizing various business processes can improve the customer experience, increase productivity, and facilitate better communication. As we’re now seeing, it also allows businesses to be more adaptable, able to respond much faster when unforeseen circumstances arise.

Although the changes created by COVID-19 are temporary, they’ve produced a permanent validation for businesses that have taken digitization initiatives. Transitioning into the new remote landscape has been much smoother for them. It’s obvious that enabling your team with digital solutions is not only a step towards increasing productivity -- it’s also a form of insurance against the unknown.

These realizations have not gone unnoticed by businesses that have been slower to digitize. As they struggle to adapt to the rapid shifts of the last few months, it’s become apparent that digitization can no longer be viewed as a luxury -- it needs to be viewed as a business necessity going forward. In trying times like these, it not only impacts productivity and the bottom line, but also the wellbeing of employees.

Digitizing For The Future

Taking digital initiatives now is the way forward both through the coronavirus pandemic and the future that lies beyond it. According to a 2016 study of more than 700 digital decision makers, 59% of companies were worried that it was too late to undergo a digital transformation. We don’t think that was the case back then, or even now -- but when the dust settles in a few months time, this might be a reality.

Luckily, today’s world makes it easier than ever to get started on a digital transformation journey -- and if you’re experiencing downtime as a result of the pandemic, it’s a perfect time to make a plan. Here are a few of the basic need-to-have digital solutions that will keep your business moving forward in the best and worst of times.

Customer Relationship Management

Customer Relationship Management (CRM) solutions might’ve been seen as a luxury ten years ago, but they’re now essential for nearly every type of business. Not only do they supercharge sales, marketing, service, and more -- they also serve as a framework upon which other essential digital solutions can be built. CRMs are the backbone of any company. They can be accessed from anywhere: in the office, at home, or in the field. In difficult times, they help businesses stay afloat with powerful analytics and their ability to improve customer retention -- and they also save money in the long run. In crunchtime, CRM solutions are essential.

Payroll / HR Solutions

Digitizing payroll and other HR processes is another essential maneuver in this day and age. These are critical business functions that can’t be ignored. Today’s shift towards remote work means that relying on physical documents -- or even a mixture of physical and digital documents -- won’t cut it for much longer. Digital HR solutions are key to keeping things “business as usual” today and going forward. When things go back to normal, they also show potential new talent that your business is adapted to the modern world.

Communication & Collaboration Tools

Whether it’s mandated or voluntary, remote work isn’t going away -- it’s only becoming more common. Because of this, it’s essential that your teams are supplied with the right communication and collaboration tools. From instant messaging channels to video conferencing to document collaboration tools, these digital solutions are important because they allow remote teams to seamlessly interact and get work done as if they were in person.

Good communication channels aren’t just essential for work, either. According to a 2015 study, more than half of remote workers felt less connected to in-office employees. Adopting communication solutions means empowering employees to connect with their colleagues and build a sense of community that wouldn’t be possible without them. This results in happier and healthier employees, better retention, and more productivity overall.

Document Generation & E-Signature

The success of any business is dependent on its ability to adapt to different situations while maintaining critical functions. Fundamental processes would grind to a screeching halt if a business was unable to create documents and get them signed. Document generation and e-signature solutions ensure that businesses can continue to function normally no matter what’s thrown at them.

In turbulent times like these, businesses need to have all hands on deck working on the highest value work. Spending time manually creating documents or waiting for signatures simply doesn’t take priority, and this is what makes document automation and e-signature so important. They can be embedded into existing workflows to generate and send documents automatically, without disrupting other critical work being done. They also have the added benefit of being much more secure and efficient than paper processes.

Marketing Automation

Like we said before: business success means business as usual no matter which way the wind is blowing. Marketing is another business function that would cause serious disruption if it were to go away or severely diminish. Having a steady stream of leads flowing into the pipeline is an absolute necessity during hard times, and key to staying afloat during good times.

More Connected, More Productive - Just Farther Apart

The need for social distance won’t last forever. However, after it’s all over, what it’s taught us about the impact of digitization and the benefits of remote work won’t go away. We were already easing into a changing business landscape, and the conversations sparked by the pandemic are only going to accelerate this process.

“Digitization” may be a buzzword, but its impact on how we do business from here on out will be immense. The solutions that you choose now will define how your business moves forward. The technology exists to bring teams together more than ever, even if they’re reporting from several different countries at once. Making use of it now rather than later is vital to future business success.

Enabling Digitization For Over Ten Years

Here at S-Docs, we’re proud to develop document generation and e-signature solutions for Salesforce. For over ten years, we’ve been helping companies digitize, automate, and e-sign their documents, modernizing key business tasks with little to no configuration. Our products not only allow companies to automate their tedious, but critical, business functions -- they help them embrace the changing world, where manual document creation and wet ink signatures are quickly being phased out.

Along with facilitating online, remote work, S-Docs comes with the added benefit of being native to Salesforce, which means it’s incredibly efficient, extremely secure, and seamlessly integrated. Users don’t feel like they’re using a separate product when they’re using S-Docs; it’s a smooth link that enables one critical solution to interoperate with another.

S-Docs helps businesses continue to function as remote work spreads across the world -- and after the current situation is resolved, we’re here to continue helping companies on their journey towards digitizing and modernizing their businesses. If you want to learn more about how document generation and e-signature solutions can provide real value to your business, shoot us an email at sales@sdocs.com -- we’d be happy to hop on a call for a customized demo. You can also request a demo on our website.

Stay safe out there!

See S-Docs In Action

Leave your Salesforce document workflow worries behind.

Request Demo

Enjoying our blog?

Subscribe now and we'll make sure to send you the latest as we publish new content!

Connect With Us!

For Salesforce news, digital document & e-signature insights, or just for fun.

        

Read More

Blog
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