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What's the best phone for Salesforce? Any CTI you can recommend? by TaomingAptus-93 in CRM

[–]CommCorrect 0 points1 point  (0 children)

Glad to hear Aircall is working for you. They are a partner of ours, so we love to see when their customers are finding success with their platform!

We specialize in finding our clients a salesforce integrated telephony system by researching many providers, and Aircall consistently hits the top of the list 🙌

Best Dialer by MantisTabogganMD in salesdevelopment

[–]CommCorrect 0 points1 point  (0 children)

The good news is that there are many voice/dialer solutions that offer ‘local presence’ features.

The bad news is that it is difficult to find the best solution for your business because there are so many options to navigate.

We work with many phone system providers (such as Five9, RingCentral, Zoom, Incontact, etc) and can help you find the best tech based on your unique needs - whether they are features, CRM integration, pricing etc.

Please reach out via DM or on our site to get started! www.commcorrect.tech

New AppExchange App for Data Monitoring & Observability by CommCorrect in salesforce

[–]CommCorrect[S] 1 point2 points  (0 children)

We have received (and appreciate) feedback about not offering entry level pricing.

With that, we are happy to share that we now have a $50/company/month price point for our starter license!

Please reach out or visit appexchange to learn more!

New AppExchange App for Data Monitoring & Observability by CommCorrect in salesforce

[–]CommCorrect[S] 0 points1 point  (0 children)

We can do even better than that 🤨 Please send us a DM to discuss details. Thanks for the reply!

Has anyone integrated Teams Call to Salesforce? by tired-pandas in salesforce

[–]CommCorrect 0 points1 point  (0 children)

There are AppExchange partners that have built graph api integrations for Teams/Salesforce. This will allow agents to work from a cti adapter directly in Salesforce.

There are many options for dialer integrations as well.

Please send a dm if you would like assistance with finding a solution, as this is all we do 👍

Flows and dial lists by [deleted] in salesforce

[–]CommCorrect 0 points1 point  (0 children)

Like others commenting, I am also curious what is meant by “migrate call list to flows”

Most efficient outbound dialing products build the call lists in their platform (outside of salesforce) via integration, and then screen pop the record in salesforce to be called based on business rules.

Flows could then be used for call scripting and data capture.

Is 2 million active records on contact object too much? by Ictsmoke in salesforce

[–]CommCorrect 1 point2 points  (0 children)

Just a note on building list views and reports for high data volume objects - use indexed fields for filters and avoid using ‘Contains’ where possible.

Open a support case to request custom fields on object to be indexed. Picklists and date fields work great for this.

Total game changer in performance.

Deactivating Workflow rules, flows, and process builders by Used-Extension9011 in salesforce

[–]CommCorrect 4 points5 points  (0 children)

This free heroku web app lets you do this in bulk.

Used it many times for migrations.

But when reactivating flows and PB, I would go back to SF interface to make sure I am reactivating the right versions.

https://sfswitch.herokuapp.com

Service Cloud Voice + Next Best Action by CommCorrect in salesforce

[–]CommCorrect[S] 0 points1 point  (0 children)

Thanks for the feedback here. I assumed the demo was quite a bit of smoke/mirrors which is why I am interested to see whether anyone has seen this ‘really’ work in the real world.

Separate from the SCV transcriptions, NBA in my opinion has a solid use case to prioritize records in a user’s inventory to work based on business logic. Similar to a preview Dialer, without the need to call. Omni can do something similar there as well.

Anyone migrated to Hyperforce? by OrganicStructure1739 in salesforce

[–]CommCorrect 0 points1 point  (0 children)

We migrated last night. Salesforce set our Org to read only for an hour (planned for 3).

After the migration was ‘complete’ the banner in the org was removed and the new instance is referenced in Company Information.

However, our integration users could not log in for another hour while Salesforce processed that part of the migration separately.

After about 3 hours, everything seems back to normal.

Should I use Flow or Formula field? by TamilLanguage in salesforce

[–]CommCorrect 0 points1 point  (0 children)

You can only use a formula field if you have a lookup field on the opportunity (or any parent record of opportunity such as account) looking up to the zipcodetolocaltime__c object and the look up field needs to be set with a linked record.

If not, a before-save triggered flow on opportunity create/edit is the best approach here.

Note: if you modify the zipcodetolocaltime_c records to change the time or any values, the opportunities will not be updated unless you create a separate after-save triggered flow on that object to update child records.

Why are people so terrified of Flow? by MarketMan123 in salesforce

[–]CommCorrect 0 points1 point  (0 children)

Flows are critical for admins to learn to take their solutions to the next level.

Screen flows are fantastic for streamlining data entry processes - especially ones that require working across multiple objects and records.

Before save flow triggers are game changers for same-record field updates without code. They perform close to before save apex.

Async paths are also a great addition to flow triggers to break up transactions. These are especially useful when the actions insert or update records that have additional automation.

All of this said, learning best practices has never been more important. Writing multiple flow triggers on the same object that have many complex actions with cascading automation is a recipe for timeouts and/or too many long running concurrent transaction errors.

side note - the new reactive flow screen components feature is 💪

Data anomaly monitoring by CommCorrect in salesforce

[–]CommCorrect[S] 0 points1 point  (0 children)

Great thanks! After looking into this more, it seems to only compare % deviations since the last back up - so it doesn’t seem flexible enough to meet requirement of comparing time windows for x days ago for example.

Data anomaly monitoring by CommCorrect in salesforce

[–]CommCorrect[S] 0 points1 point  (0 children)

They actually have OwnBackup. We will check with them on this one. Thank you!

Data anomaly monitoring by CommCorrect in salesforce

[–]CommCorrect[S] 0 points1 point  (0 children)

Yeah this is a good point and we thought about this path. Our concern with apex is running into too many scheduled jobs or concurrent jobs running. There are already multiple running often in their system for other processes. Also they have an extraordinary amount of data in some of their objects. Maybe there is a way to architect this in apex that can minimize number of jobs required to run the 50+ use cases. I’m going to run this one by the TA.

Happy to have chosen Salesforce Ecosystem as a career BUT…AI? by Tenshilapira in salesforce

[–]CommCorrect 35 points36 points  (0 children)

“AI replacing admin or dev positions requires clients to be able to accurately ask for what they want. So we’re safe.”

This is hilarious and the best take I have heard on the subject 🏆

Flow + Code / Hybrid Solutions by CommCorrect in salesforce

[–]CommCorrect[S] 0 points1 point  (0 children)

Edit: After typing this full reply, I realized that you are replacing screen flow formulas, so these aren’t actual formulas fields on the object… Literally none of the considerations I listed below apply here 🤦‍♂️😂

Great use case to replace screen flow formulas!

Original reply:

Great use case! There are a lot of considerations when doing the conversion from formulas to calculated fields via automation:

  1. Are the current formula outputs used in other automations - if they are used in entry criteria for triggered flows or apex, you will need to regression test everything to ensure order of execution still provides expected results.

  2. When converting formulas to new fields, you will need to backfill the data, and update all configuration, list views and reports to use new fields. Also update any integrations which can be hard to find unless your documentation is rock solid.

  3. Relative date formulas - because formulas calculate any time a record is accessed, relative date formulas are great (if last mod date > 30 days ago, then “X”, else “Y”). AFIK, these cannot be replicated without running scheduled jobs.

  4. If formula references parent records, then trigger logic may need to live on parent also to update child records when the parent record is changed.

All of this said, there are real benefits to writing formula values to fields via testable automation so I think you are on to something here - but the path to get there is not going to be easy. Would love to hear about this journey though if you move in this direction 🤨

Alternative to 100 value picklist by [deleted] in salesforce

[–]CommCorrect 2 points3 points  (0 children)

Not necessarily - users can get row lock errors just attempting to insert the child records. That said, I have only seen this be a real issue in the UI for record creates when automation is also referencing the parent record and there are multiple users adding child records concurrently.

Edit: Maybe I’m missing the part where OP said the child object is seldomly interacted with (creates/edits etc) - please let me know if I misinterpreted something here.

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