This week on the Salesforce Admins Podcast, we’ve got John Brock, a Product Manager for Salesforce Anywhere. We talk about this amazing tool and everything it makes possible.

Join us as we talk about all of the amazing ways Salesforce Anywhere can save you time and help your users and how you can get started with the beta today.

You should subscribe for the full episode, but here are a few takeaways from our conversation with John Brock.

A more powerful and personalized Salesforce experience.

“The real premise behind Salesforce Anywhere is trying to create persona-focused experiences for Salesforce and really make Salesforce more focused on the end-user,” John says, whether that’s you, the admin, or your service agents on the front lines. It lets your users customize and personalize their experiences without requiring a bunch of extra work on your end. “When you’re administering a large org, or even a small org, it’s really difficult for you to know exactly what every sales rep will need,” John says, “so why not let Salesforce do it for you?”

One feature that’s been a hit so far is personalized alerts. “When Salesforce data changes, often that means something to a user that’s looking at that particular record or that piece of data,” John says, “today, Salesforce reps are creating reports to watch changes to their specific opportunities or the accounts they’re monitoring, but the retrieval model is pretty manual.” That probably means an admin had to spend time putting those reports together, and the end users are scouring them each day for changes. Personalized alerts makes that whole process a lot simpler, and is scalable no matter how many users you have.

How you can get started with Salesforce Anywhere.

All of this is trying to decrease the time admins spend hitting the clone button for the umpteenth time and focus more on high-value jobs. This also extends to actions. Salesforce Anywhere monitors the changes individual users are tracking and automatically suggests actions to improve their workflow, with a little help from Einstein.

“When I joined the Salesforce Anywhere team a little over a year ago,” John says, “we were trying to figure out what were the ways that we could make the experience for end-users more efficient, easier to use, and more personalized.” This started out as a chat-focused interface, but although it made some things a lot easier, it was too disorienting for general use. That kernel of an idea, however, became an app to actually get more feedback and make Salesforce Anywhere even better.

The Salesforce Anywhere beta is available right now in your Salesforce Setup page for a huge number of customers, so you can start saving time. If you don’t have it, you probably need to sign some beta and pilot terms and conditions. Either way, we’re looking towards the Spring ‘21 Release to bring Salesforce Anywhere to every org.

Links:

• How to Get Started With the Salesforce Anywhere App

Social:

• John: @_johnbrock
• Salesforce Admins: @SalesforceAdmns 
• Gillian: @GillianKBruce
• Mike: @MikeGerholdt

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