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Your Salesforce PO Just Got Approved – Now What?

January 26th, 2023 by

Maximizing Your Salesforce ROI Doesn’t Have to be a Headache.

It’s not uncommon for someone’s initial takeaway from their first Salesforce experience to be one part excited (so many buttons!), one part confused (so…many…buttons!), and a hundred parts overwhelmed (too many buttons!). While Salesforce as a CRM is as intuitive as they come – with tons of self-learning resources available via Trailhead to make anyone a CRM superstar – it’s natural to struggle with a learning curve when introducing it as a new tool in your company workflow. With a group of employees with differing levels of familiarity and experience with CRMs, how do you make sure your ROI is being maximized when introducing your brand new Salesforce org? Our experts at Bitwise Industries have a few ideas. Keep reading for tips and tricks to make sure your users become Salesforce superheroes.

Homepages Built with Efficiency in Mind

It seems almost too obvious to point out, but it’s true – humans are extremely visual creatures. The more they’re able to see, the more information they comprehend; this makes learning easier for the average end user. Some end users are quicker to the Salesforce draw than others, but for those who are maybe more resistant to change, a good visual representation of the information a CRM holds can be enough to sway anyone in the direction of realizing Salesforce’s effectiveness.

Part of keeping visual efficiency in mind is creating a home page that displays any and all pertinent information so when an end user logs in, everything they need to know is at their fingertips. This looks different across the org, of course: people on the sales team might need a dashboard to see monthly metrics, or tech support users may benefit from having a list view of open support cases. When we build home pages with user efficiency and comfortability in mind, the possibilities for adoption are truly endless.

Strokes of Brilliance within a Strike of Lightning

When the Salesforce Lightning Experience was introduced in 2016, even the most experienced admins weren’t aware of how much it could change the game for users of all skill levels. In a similar vein to the human nature to prefer a visual example, the Lightning Experience was introduced to customize a Salesforce org with brand new capabilities and features to create an even more intuitive experience for end users. One of the dynamic features introduced by the Lightning Experience are Lightning Dashboards. It seems like a no brainer, right? Seeing any and all company KPIs at the click of a button – and subsequently setting goals based on that information–is one of the easiest ways to witness ROI for a CRM, and Salesforce makes it easy to customize those dashboards for any user profile. 

By creating cohesive dashboards that give marketing or sales managers a place to view and measure company metrics and performance, users are seeing ROI happening in real time. No more disjointed spreadsheets or Post-It math – these incredibly accessible Lightning dashboards feature drag-and-drop columns to keep track of your company’s next move at any given time.

Want to take it one step further? Working with your sales or marketing teams to create dynamic reports in Salesforce continues to eliminate confusing Excel formulas, or fumbling on a Friday morning to manually input numbers to get a report that’s only as reliable as the week it’s being created. When admins work with their end users to create reports, they can set scheduled times for reports to be delivered via email and Salesforce notifications, using the information that’s being inputted into the CRM as deals are being closed.

Play the Game of Phones with a Mobile CRM

Here’s the thing: you’re probably reading this blog on your smartphone. Having mobile data rules everything around us. How many work emails do you read on your mobile device over breakfast or coffee, before even making the commute to work? There are pros and cons to having tiny devices to rule our lives, but why not take advantage of how effective a Mobile CRM can be for maximizing ROI? When we make CRMs accessible on our mobile devices, we can work from anywhere. Need to review notes with a potential opportunity before an important meeting, but you’re on the subway? No worries. Managing contacts and accounts on a mobile CRM is easier than ever, because it’s being created with the end user in mind.

From in-office work to regular business travel, having a mobile CRM is more important than ever. If a support specialist has access to schedules, work orders, or list views whenever they need it, technology snags get solved even quicker. When admins build orgs with mobile CRM capabilities in mind and give employees the chance to access work remotely, stakeholders are getting the best service available at all times, and end users are able to give it to them seamlessly.

We Can be (Salesforce) Heroes.

Listen – in theory, it’s terrifying to introduce a bunch of new users to a CRM. In practice, it can be even tougher. With employees from all walks of life who all have different relationships with technology and CRM in general, there isn’t one perfect way to establish a CRM that caters to every skill level, but this guide has hopefully shed some light on how it can be possible. ROI doesn’t happen overnight, and it doesn’t happen without work or knowledge from awesome admins. This guide is only the start of unpacking all the goodness and wonder that can be gleaned from creating a cohesive Salesforce experience for all users, but at Bitwise Industries, we’re constantly looking at ways to help create an accessible org that maximizes ROI for all users in every department. If you need a nudge in the right direction, or know you need a Herculean lift, consider leveraging the expertise that Bitwise offers through our Implementation services. We will do all the hard work so you can get back to work!

Let Us Help.

Bitwise Industries builds tech economies in underestimated cities, driving digital transformation through its Salesforce, DocuSign, and custom SaaS solutions. Developing innovative tech solutions, and training individuals living in underserved communities with in-demand tech skills to improve their standard of living is our mission. Centering our efforts in the heart of the downtowns of these overlooked cities, Bitwise is creating a place for the technology industry to take root and ignite local economies.

This post was written by Amber Carpenter, Junior Copywriter, at Bitwise Industries. When she isn’t writing, she’s wondering when her rescue cat, Rosie, is going to decide to contribute to the household. 

Web-based Applications vs. Mobile Applications

January 12th, 2023 by

The New Normal

Times have been hard for businesses to stay relevant in the market and efficient in day-to-day operations. Those fortunate enough to have survived the COVID-19 pandemic don’t have time to sit back and assess the damage because there’s always a new set of challenges on the horizon. Like how to stay tech savvy and competitive in an ever-changing marketplace. Oftentimes a simple fix to streamline a process, or to get more eyes on your brand or product, is leveraging web-based or mobile applications in innovative ways to precipitate major changes in a positive direction. So where do you start? 

Illustrating the differences between web-based and mobile applications for our clients, and using our expertise to customize a unique application platform, is a critical piece for our clients branding and logistical needs. It’s also the reason why businesses decide to partner with Bitwise Industries and see optimistic returns on their technology investments. 

Understanding Web-based Applications and Mobile Applications

There are pros and cons to using either a web-based app or a mobile app. There’s no right or wrong answer for this one, and admittedly the title is a little misleading.  It really just depends on which version works best to address the specific needs of a business, institution, or brand. As inferred by the name, web-based apps are applications that can only be accessed through a web browser like Safari or Google Chrome, whereas mobile apps are specially designed to be downloaded onto a mobile device such as a smartphone or tablet, and can only be accessed and approved through a third-party app store.

The main benefit of employing a web-based app is accessibility. Web-based apps don’t need to be installed, can be accessed through multiple browsers, and users can enter the app on their desktops, laptops, or mobile phones without the need to install it beforehand. Another added benefit is the fact that web-based apps update themselves automatically without the need for a technician. However, there can be some front end security disadvantages for both user and host with web-based apps.

On that end, mobile apps tend to be more robust when it comes to the personal security of the user and host. Businesses looking for higher brand exposure should heavily consider opting in favor of a mobile app that can create a personalized experience for the user. Because of beefy data processing tools, user preferences like favorites and screen display can be saved and accessed any time on mobile apps. However, the challenge of mobile apps hinges on specific platforms due to copyright issues. And mobile apps need to be updated regularly by technicians.

A Web-based Love Story

Founded in 1919, Pearson Realty staffs more Accredited Land Consultants than any other real estate brokerage firm in Central California. Renowned for their stability and wealth of knowledge of the local housing market, Pearson was in need of a technological facelift. They were sitting on an abundant amount of data that only their sales team had access to, so in an effort to better serve their existing and future clients, Pearson took a hard look at the technology platforms they employed and decided that the best course of action would be to create a web-based portal showing graphic displays of market trends and data exclusive to Pearson, which no other brokerage firm in the area had access to. Pearson wanted to equip their sales team with the best information and tools to better serve their clients.

After evaluating several different service offerings nationwide, Pearson decided to partner with Bitwise. In the words of President and Chief Executive Officer at Pearson Realty John Stewart, “We selected Bitwise Industries Technology Services based on their diligent review of our requirements, their deep talent pool of project managers and developers, and their experience in delivering both enterprise software and websites.”

The property portal that Bitwise developed for Pearson is a great example of a web-based app and how it was the right tool for their specific needs. Now the sales team at Pearson can hit the ground running equipped with the latest data and relevant information, and Pearson clients have access to the best informed real estate professionals in the region. The newly designed website also provides a user-friendly and easily navigable experience for Pearson’s current and prospective clients.

A World Without Trolls

“It was a smooth process from idea to paper, pitch deck to prototype, and from beta to final product ready for market. I felt like Bitwise believed in it as much as me.”

Vincent Mays Jr. – Founder and CEO of Kolyde 

Founded in 2018, Kolyde is a mobile app designed to inject a level of fun and sportiness to the art of debating on social media. Meaningful, respectful, and courteous debate are in short supply online Kolyde (pronounced “collide”) introduces a new platform for civil discourse, allowing advocates to compete in the marketplace of ideas without fear of being relentlessly trolled.

The initial problem for Kolyde resided in the social media landscape in and of itself due to the normalization of “trolling.” Trolling is when an anonymous online user who disagrees with the opinions of a poster, vehemently and relentlessly attacks them in a toxic manner that discourages any kind of meaningful discourse or interaction from the more sensible users in the online community. 

With the help of Bitwise Industries, the solution was to create a self-policing mobile app for healthy discourse and debate geared toward college students. Finding the right format and parameters that would encourage thoughtful users to participate was not an easy task to pull off, but Bitwise and Kolyde were able to figure it out and get the job done, and the app is now free to download from Apple and Google Play stores. Kolyde CEO Vincent Mays Jr. envisions a revenue model

similar to Facebook and Instagram that allows for advertising revenue and its more popular users to become influencers in their own right, building their brand and extending their reach.

Feedback for the Kolyde app has been positive, and the societal and individual benefits from such a platform are trending in the right direction. Kolyde users have reported more satisfying interactions, greater accountability for its users, and an impactful reward potential due to the diligently planned out application parameters which were installed. It’s a win for Kolyde, a win for Bitwise, and a win for sensible internet users around the world. Another great example of how Bitwise’s expertise in mobile app development could potentially be a win for your business, too.

About Bitwise Industries

Bitwise Industries builds tech economies in underestimated cities, driving digital transformation through its Salesforce, DocuSign, and custom SaaS solutions. Developing innovative tech solutions, and training individuals living in underserved communities with in-demand tech skills to improve their standard of living is our mission. Centering our efforts in the heart of the downtowns of these overlooked cities, Bitwise is creating a place for the technology industry to take root and ignite local economies.

This post was written by Trenton Lively, Jr. Copywriter for Bitwise Industries. When he’s not writing, he’s wondering if the Silver Surfer was ever frustrated with eternally being in second place.

Your Favorite Bitwise Memory of 2022

December 15th, 2022 by

It’s About the Humans

It’s just about time to close the book on 2022, and what a year it has been. This time of year is especially filled with sentiments of festive cheer and goodwill. And sure, it would be nice to carry these joyful feelings with us in our back pockets throughout the year, but the truth is that being an adult human is hard work. So when the weather starts to cool and the days grow shorter, we all get together and give thanks to remind us of what is truly important in this life. We throw lights up around the house, decorate Christmas trees, light the menorah, and spend quality time with friends and loved ones, looking to the year ahead with new motivation to live our best lives.

Since Bitwise Industries was founded in 2013, our focus has always been about the humans we employ, and those living in underestimated communities who want to change their lives for the better. Bitwise places a high priority on the well-being of every single one of our employees and apprentices, because that’s who we are. 2022 has been a year filled with incredible hardships, while at the same time providing us with transformative opportunities to celebrate. Let’s take this time to highlight some of the good memories from in-and-around the Bitwise ecosystem this past year, and head into the winter break on a high note.

A Year For The Ages

2022 has been the most difficult and the most beautiful year of my life. Find a list of the five most stressful events a person can experience in their lifetimes, and see where you land, because this year I checked all the boxes. 

Loss of a loved one. Check! On May 20, 2022 My mother passed away after a nearly four-year-long battle with Valley Fever. Her laugh of pure joy was a blessing to witness and be near. A month prior, my wife Sara and I mourned the loss of her grandfather who passed away in early April. He was a magnanimous large man who loved to bring smiles to peoples faces.  

Caretaking for a loved one. Check! In November 2021, Sara was in a car accident that left her with an injured foot. Fortunately, she’s made a full recovery, and we can both look back now and see how far we’ve come. 

Planning a wedding and honeymoon. Check and check! Sara and I got married on a beautiful and absurdly windy day, on the outskirts of Las Vegas, Nevada. We decided on February 22, 2022 purely for the numerical significance, and headed straight to Tulum, Mexico afterward for our honeymoon. Unfortunately, Sara got afflicted with Montezuma’s revenge for most of the week. I, however, was perfectly fine. 

Moving. Check! After a nearly year-long search to find a home to put down roots, Sara and I finally had an accepted offer for a cozy two-bedroom, cottage-style home in my hometown of Visalia, California. I remember being on the phone with our escrow agent while honeymooning, but it didn’t matter because having a home to return to when we got back seemed like an important detail to work out at the time.  

Starting a new career. Check! I was cashed out and running on fumes when I began at Bitwise last summer. I’d reached a nexus point and Bitwise was there to light my path forward. That’s my favorite Bitwise memory from this year. I feel like I got a second chance, and the opportunity to do some good along the way with a bunch of amazing people that are making their own memories as part of this big and beautiful Bitwise family. 

Favorite 2022 Bitwise Memories From Our Ecosystem

“My favorite Bitwise memory this year would have to be how my Bitwise Family rallied around me in my greatest time of need. This past May I was separated from my family after being incarcerated. Having personally made such great efforts to change my life and become a better person, I was at a low point. When my wife Danita told me that our 3EOs were going to do everything they could to reunite me with my family, I couldn’t believe it. For three months I was forced to live in a place that I promised myself I would never go back to. My Bitwise family sent food, visited my family, and assured us that they were not going to abandon us. People I’ve met through Bitwise sacrificed so much for me and I will always be grateful. I will never forget the deep kindness we were given and the unwavering support.”

Floyd Muñoz (He/Him/His)
Growth and Recruitment Events Coordinator / Workforce Training

“I wanted to share about how my wife Carly Feil and I found our puppy Vinny outside of Bitwise South Stadium in January. Carley texted me that she found a puppy during her lunch break, so I took him inside and finished a meeting with him sitting on my lap. After checking that he wasn’t microchipped, we decided to keep him. A few days later, he got really sick with parvo and we had to hospitalize him, but our community at Bitwise came through and helped support us during that time. Miraculously, Vinny pulled through and gained his health back! We have taken him on many trips and adventures, and love bringing him to the office!”

Natalie Feil (She/Her/Hers)
Food and Beverage Project Coordinator / OREO Team

“My favorite Bitwise memory this year–hands down–was attending Adobe Max with the design team. It was just a jolt of inspiration for me and allowed me to bond and connect with the rest of the designers that also attended. I feel so fortunate because I’ve never worked at a job that was able to do things like this for us. It’s a memory that I will never forget, and tools that will stay with me throughout my design career.”

Joe Verduzco (He/Him/His)
Designer / MarComm

“One of my favorite 2022 memories has to be attending the Caruthers Fair with the Bitwise peeps again! The first time I went to the fair was a few weeks after I started at Bitwise in 2017. I was a new-hire and pretty nervous. It ended up being one of the most fun nights I’ve ever had—drunk on fair food, old-timey photos, and laughter. Plugging back into that community and spirit after the last few years with all of the new folks on the Bitwise team really made my year.”

Angelica Cano (She/Her/Hers)
Well-Being Director / Well-Being

“The Opening of the Bitwise Oakland office is up there as a favorite memory.  Watching what began as a virtual community continue to grow, and eventually find a place to call home, was something special.”

Kennan Scott (He/Him/His)
VP, Oakland / Bitwise Oakland

“My memorable moment from 2022 happened on a trip to Greeley, CO with Bryan Feil, Sandi Olguin, Irma, Janelle Sanders, and Adriana Orozco. We had been walking all over Greeley. We ended our day with a nice trip to a local brewery, where I proclaimed, “my puppies are howling!” I was filled with confidence and exclaimed, “Nailed it! That’s a saying!” Unfortunately, puppies have nothing to do with foot pain, but dogs do bark. The OREO team has made sure I never live it down.”

Jordan Sanchez (She/Her/Hers)
Director of Real Estate Acquisition / OREO  

What Are You Doing to Uplift Humans?

As we look ahead to 2023, here at Bitwise Industries we can proudly say that we have successfully trained over 10,000 individuals with the skill sets to pursue careers in the tech industry. As a nationally recognized apprenticeship program, we are working directly with our partners to ensure that our mission of providing accessible and affordable workforce training opportunities to underestimated communities and  individuals continues to take hold.  

From everyone at Bitwise, we sincerely wish you and your loved ones the merriest of holiday seasons and a happy new year. 

This post was written by Trenton Lively, Jr. Copywriter for Bitwise Industries. When he’s not writing, he’s wondering if the other two wisemen knew that the third guy was gifting gold, would they have still brought frankincense and myrrh?

How to Empower Your Salesforce Users in 2023

December 1st, 2022 by

A New Year Is Just Around the Corner

It’s no secret that Salesforce is a powerful tool–whether it’s tracking business opportunities or employee information, it’s a Swiss Army knife that anyone can find useful in any industry. Salesforce is an integral piece of software that ensures workflows across departments are streamlined and cohesive. Our very own team of awesome admins works daily to ensure that the user’s Salesforce experience is the best it can possibly be. For this week’s blog, we want to feature three ways you can empower your Salesforce users and strengthen your org’s instance as we move into 2023. How do you get your users to not just utilize Salesforce, but to love it? Let us tell you. 

At the heart of these tips and tricks is one thing: keeping the end user in mind. Inquiring about their needs and creating a product that meets those needs is just the beginning, especially when it comes to a long-term technology investment. Understanding not only what the user needs and being aware of the why will ensure a product that’s made for the users relying on the CRM daily. 

Simplify Apps with Your Users in Mind

At first glance, Salesforce can feel a little daunting–it is a hefty piece of software that has tools to do just about everything. Because of the powerful nature of the CRM, it’s easy for new users to become overwhelmed and immediately shut down the software, especially when they have spreadsheets and other softwares that have helped them do their job for longer. However, Salesforce is most powerful in its ability to consolidate those tools, all in one place.

The solution to user adoption is so much simpler than we think it is: understanding what’s necessary of an app for a specific group of users and tailoring it to their needs can be the gateway that leads to widespread adoption and a cohesive workflow that employees can use for times to come. Simplifying the user experience can come in many ways. Whether it’s organizing tabs based on workflow, to hiding unnecessary tabs that can bog users down, these are small ways to ensure efficiency and overall adoption for users. The bottom line? Don’t over-engineer! With so many configuration options, it can be tempting to create instances with complex workflows, but keeping it simple with the end user in mind can build a product that’s not only easy to use, but easy to train new employees in as well. 

Optimize Pages Based on User Needs

Making simple changes to an org to streamline use is just the beginning. To make an even stronger org with higher utilization, we must consider optimizing pages with those same user needs in mind. At its core, this means defining clear standards that reduce changes to objects in the org and prevents re-learning or confusion amongst users. Keeping it consistent seems like too simple an idea, but it rings true: implementing a set of standards, templates, and layouts will create smooth and cohesive navigation for everyday users, and generate Salesforce experts who are able to pass their knowledge on to those who are newer in the org.

But what are some ways that we can maintain consistency and standards amongst different apps? This can look like maximizing visible screen space by using tabs to organize information into thoughtful panes, or de-cluttering buttons and arranging them so the most commonly used ones are readily available, with the rest accessible through the drop-down menu. Another feature that helps users visually is a path on any Salesforce object. These paths allow users to move successfully through a defined business process, like stages of an opportunity or phases of a project. The bottom line? Creating paths that are aesthetic and consistent can help user adoption for new and old users, no matter their Salesforce expertise.

Maximize Your Users’ Page Layout Experience

As it is best practice to maintain consistency amongst objects, it’s also deeply important to define standards for how you create page layouts. Those standards help admins more quickly and effectively manage your pages while empowering your end users with consistent layouts that they can master in no time. Human brains tend to group similar tasks together, so by keeping fields together while organizing page layouts, and then putting those fields in a logical order allows for an adoptable workflow your end users will love.

Keeping end users in mind also means favoring the one or two-column layouts. This highlights a product that is not only visually appealing, but cohesive to an end user’s overall workflow, enhancing their Salesforce experience and encouraging them to continue developing the CRM. One-column layouts are great for text area fields with large amounts of text, whereas two-column layouts work great for most field types, barring you’re not planning to put them in a sidebar. The bottom line? Try it out. Nothing in Salesforce is set in stone, so experiment with what your users find most efficient and go from there!

Let’s grow into Salesforce experts, together.

With a CRM that works as hard as Salesforce, becoming experts isn’t work that can be done overnight. Our Bitwise admins keep things users like in mind and design a Salesforce org that addresses all of our users’ needs. We continue to empower even the newest Salesforce users to become experts and utilize the CRM for all of the goodness it’s capable of. And we want you to be an expert, too. 

If you’re interested in more information on how to create a Salesforce org your users will use (and love!), visit our guide to help simplify and optimize your Lightning Experience. Together, we can build cohesive, streamlined orgs that make daily tasks easier and make us all more efficient–whether it’s managing customer relationships, employee information, or keeping track of tech support requests.

This post was written by Amber Carpenter, Junior Copywriter, at Bitwise Industries. When she isn’t writing, according to her Spotify Wrapped, she is simultaneously someone very sad who also loves to dance.

Salesforce: Apprenticeships & Partnerships

November 17th, 2022 by

Bitwise Industries Highlights the Human Benefits

At the heart of Bitwise Industries’ mission is the commitment to building a workforce full of humans that would otherwise not have found a place in the technology industry. Obviously, this is no easy task: we have incredible teammates who are dedicated to pursuing that mission as eagerly as possible, and partnerships with companies that have similar commitments help as well. The Salesforce Talent Alliance aspires to create a diverse workforce through training, credentialing, and hiring professionals from underestimated groups and guide them to the place in high-earning tech jobs they deserve.

The Talent Alliance and Bitwise’s hiring and apprenticeship missions are parallel: both committing to create cultures of equity through inclusive hiring practices, and prioritizing those in marginalized communities who might otherwise not have access to tech training and knowledge building. Marc Benioff, Salesforce’s Chairman and CEO, is “committed to empowering people from every background with the skills they need to build careers and thrive in the digital economy.” In an industry with rapid growth, Salesforce is putting their money where their mouth is, with a commitment to create more than 9 million new jobs in the Salesforce ecosystem by 2026.

It’s no secret that Salesforce’s knowledge accessibility is a step above other massive technology companies, with their Trailblazer Community granting people access to all sorts of Salesforce tools and tricks from the comfort of their own home, at their own pace. Additionally, community is at the forefront for Salesforce: the Talent Alliance creates a space for potential hires and employers alike to network and connect based on skill level, even acting as a gateway for specifically hiring those with less than six months of professional experience, so even new admins get a chance to get their foot in the door of a booming CRM industry.  

With the Salesforce and Bitwise power-up combined, the first apprenticeship group of Salesforce admins created the framework of Bitwise’s Salesforce instance. Today, we’ved asked some of our very own admins from the very first Salesforce apprenticeship about their experience, and how the real-world work they were doing then, has continued to contribute to their success as full-fledged admins with leadership roles.

Brad Norris, Salesforce Project Manager, External Clients

Brad Norris is no stranger to Salesforce, as a member of the very first group of admin apprentices hired on in the beginning of the 2020 COVID-19 pandemic. He jumped into Trailhead with full-force: eventually earning coveted Ranger status with over 100 skill badges under his belt. As a Salesforce Project Manager for our Technology Services department, he now leads a crew of admins doing work for clients every day, with local customers ranging from Fresno Unified School District to Fresno Pacific University. In real time, Brad is helping lead the charge of admins and architects directly contributing to their communities through their work in Salesforce. “The great thing about Salesforce is that the training and learning modules are available at your fingertips through Trailhead and other resources. This doesn’t just give you the real-world experience that can not only teach you how to flex those skills you’ve learned, but also validate your knowledge of Salesforce–getting to work on real projects, with real stakeholders and real results is a valuable experience that cannot be replicated with practice scenarios and playground orgs. Some of the projects I worked on as an apprentice are still being used to this day.” Trailhead was a stepping stone, building accessibility to knowledge that helped Brad and other previous apprentices to work on real-time projects.

Jake Aguilar, Salesforce Solutions Architect

We’ve met Jake Aguilar before: a perfect example of how hard work and dedication, as well as accessibility to skillbuilding, helped him break into the tech industry. As a Salesforce Solutions Architect, Jake’s daily mission is finding solutions to create the most efficient and seamless orgs possible for our external clients, and he uses his knowledge to help stakeholders from all sorts of industries build their business with the Salesforce CRM. “My experiences as an apprentice were invaluable. I learned so much about Salesforce as a platform, collaborative project-based work, communication, and formed friendships that will likely last the rest of my life.” The real-life experience as an administrator apprentice did not just help Jake with his Salesforce skills.

“Being able to work on project-based work provided two foundations for me. How to communicate both with client stakeholders as well as my team and general platform knowledge that I would not get otherwise. We held discovery meetings about our stakeholders with our lead and were able to build effective solutions for them, plus everything in between! On top of that, working on real-world work that will actually affect people is rewarding as hell.” Jake has since worked on several community-influencing projects, including building an organization for Central California Food Bank, where he combined declarative work with development work to yield a beautiful system used to feed our local community.

Joe Wheelock, Salesforce Solutions Architect

Joe Wheelock has seen the building of Bitwise’s internal Salesforce instance from nearly the beginning, with some of his real-time projects still being used within the organization to this day. Despite being scared about the uncertainty of being in a brand new apprenticeship, Joe has built both his Salesforce and leadership skills, serving as a Project Manager for Bitwise’s internal instance, and leading a team of admins to build solutions for integral workflows, including that of our Workforce Training department. Joe works closely with internal stakeholders–Bitwise leadership–to ensure that whatever Salesforce solutions are available are being used in real-time to create a seamless experience for the people who use the platform each day as part of their jobs, whether it is outreach or student success. “What started out as some of our ‘test projects’ turned into what is now Bitwise’s internal Salesforce instance. We interviewed some internal stakeholders about their business needs, put together some apps and processes using our few months’ SFDC experience, and then demo’d them for the stakeholders. The general response to our work was ‘Great, how do we start using this for real?’ We also had started building out this instance just as Bitwise was entering into a crazy growth phase, which meant we often had to pivot as priorities shifted and new needs became apparent. At the same time we were focused on continuing to learn and build skills so we could effectively address the company’s use cases.”

What Are You Doing to Uplift Humans?

With Salesforce’s commitment to accessibility and knowledge, combined with Bitwise’s mission to uplift underestimated communities, the possibilities are truly endless: a workforce of knowledgeable admins is being built day by day, sharpening their skills with both practical Salesforce knowledge and real-time experience with real-life stakeholders. The members of Bitwise’s first-ever Salesforce apprenticeship work daily to maintain the instance they built whilst creating their own experience and leadership skills, and developing the confidence to blaze their own trails, and lead both internal and external stakeholders to solutions. Not only that–our first group of Salesforce apprentices now serve as mentors and leaders to newer admins coming through our apprenticeship programs, giving back to their communities by helping brand new admins expand their skills with experience and mentorship at the forefront. 

Every day, new technology is developed to improve lives and communities, and when avenues are created for growth in underestimated communities, everyone gets the chance to thrive. Apprenticeships like the ones at Bitwise are helping set the scene for the future of tech while creating opportunities for all–so everyone gets the chance to shine. Are you a company looking to build your workforce whilst creating job opportunities for those previously unexposed to tech? Consider working with Bitwise to support the mission to help amazing people do amazing things in the tech industry.

This post was written by Amber Carpenter, Junior Copywriter at Bitwise Industries. When she’s not writing, she’s fighting for her life to buy Taylor Swift tour tickets and wondering what tech solutions Bitwise can introduce to ensure everyone gets to see that beautiful blonde angel sing her heart out.

Is Your Business Recognized as a Great Workplace for Women?

November 3rd, 2022 by

Bitwise Industries Will Show You 5 Ways to Get Started

Bitwise Industries is a company known for creating solution-based products and services in the tech industry and that feels great! The only thing that feels better, is knowing that our company puts inclusivity and diversity at the forefront of every decision to drive the company forward—while leading by example when it comes to putting humans first. Bitwise Industries’ list of accolades primarily celebrates all of the efforts made to create a workplace culture that promotes a positive environment for all employees, especially those from marginalized identities. Here are five ways Bitwise uses intentionality and resources to ensure that this is a great workspace for women.

1) It Starts with Culture

The culture at Bitwise Industries is the backbone of our employee experience, setting the tone for the community and atmosphere of our workplace environment everyday. It only takes one visit to any of our campuses to realize that Bitwise is not your normal office—but behind the colorful murals and fun activities are specific priorities to help folks feel a sense of belonging. Diversity, equity, inclusivity, and belonging are at the heart of our office culture, because without these values we isolate individuals who might not fit into the standard tech employee role. 

Bitwise provides a variety of in-office and out-of-office activities for employees to attend, focused on professional development, wellbeing, and bonding with other team members. Employees have access to free coffee, snacks, and a variety of workspaces to complete their work, providing flexibility and spaces that make all people feel welcome and comfortable. And most importantly, this positive culture has buy-in from all employees. It’s emphasized at all levels of the organization, from new hires to senior leadership. Together, these aspects and more help us live out our motto, that “No one belongs here more than you.”

2) Represent Women at the Senior Leadership Level

Great workplaces for women should feature women at the senior leadership level, acknowledging that women not only deserve a place at the table but that they can positively contribute in a variety of ways. Here’s a quick highlight of some of the incredible women in leadership at Bitwise.

You probably recognize our rockstar Co-Founder and Co-CEO, Irma Olguin Jr. Between her TED talk and dedication to Bitwise’s continued growth, Irma always makes sure to care for our team and everyone on it. Alongside her are some incredible ladies helping make sure the Bitwise ship sails smoothly! Bethany Mily not only serves in executive leadership as our company President, but also mom to her two adorable sons, Emmett and Eamon.

Chief Operating Officer, Channelle Charest, oversees Bitwise administration and operations, and is also a talented tattoo artist, inking many Bitwise teammates and friends. Chief Marketing Officer, Jeanáe DuBois, leads a 60+-person marketing team on a variety of digital and physical projects, and somehow still finds time to hit the trails on her mountain bike for countless miles and miles. And keeping our buildings in tip-top shape while leading the Real Estate team is Sandi Olguin, Chief Real Estate Officer, who has a smile that can light up a room and make everyone feel right at home with her infectious humor. Together, these ladies help pave the way for Bitwise to do everything that Bitwise does.

At Bitwise Industries, sixty percent of our C-suite executive leadership—and sixty-seven percent of our VPs—are women. This is obviously a dramatic increase from the corporate average (especially in technology). In fact, Fortune Magazine awarded Bitwise one of the Best Workplaces for Women, landing in the top three of twenty-five companies recognized. Overall, Bitwise’s full-time team is made up of 51 percent women—proving that we not only talk the talk, but walk the walk too.

3) Take into Account Employees’ Demands Outside of Work

The term “work-life balance” has been in the headlines more than ever recently, as employees begin to self-advocate for themselves as holistic individuals at work. There are endless things that happen outside of the office that impact someone’s work—food, rent, medical issues, childcare, etc. This doesn’t even include leisure activities like paid time off to rest and recover from the day-to-day routine of going to the office. Employees traditionally spend 40 hours a week at work, and subtracting sleep hours, only leaves 72 hours per week to handle everything else.

Companies must take into account employees’ demands outside of work in order to holistically support them. Flexible schedules, adequate PTO, and open lines of communication between leadership and employees help individuals feel comfortable balancing work and life. At Bitwise, we emphasize the idea of working to live, not living to work. We understand that our employees work to support their families and outside interests, so we pay all employees a living wage to make sure that’s attainable. The end result? Employees who love where they work, and feel holistically fulfilled in the work they do.

4) Put the Person First

Along with taking into account demands outside of work, a “Put the Person First” attitude goes a long way to create a great workplace for not just women—but everyone at your company. Bitwise Industries has always been about humans, but we are also about putting the human first with all of our team members. During the COVID-19 pandemic, our company established Wellness Groups that allow team members to connect with each other to discuss challenges in life and share resources. Originally a temporary benefit, these have grown into a whole department focused on employee wellness after folks identified the benefits of group meetings and resources. 

Additionally, every employee at Bitwise Industries receives a benefits package with full medical, dental, and vision insurance—allowing our team to take care of their physical wellbeing without feeling restrained by cost. And when individuals feel the need to take a break from work, especially after stressful projects or presentations, all employees can take advantage of our unlimited PTO benefit, giving them the ability to take a day or two off occasionally instead of accruing PTO over time. All together, these aspects truly showcase how easy it can be to put the person first in your company—creating team members that feel cared for as humans, not just employees.

5) What Can You Afford Not to Do?

Along with all of these practices we’ve listed above, there are a few practices that should be retired. Just because they’ve worked well in the past, doesn’t mean they can’t be adjusted or removed in order to help create a more fulfilling work environment for women and other marginalized groups.

First and foremost, employers should not brush off mental health as a priority for employees. Mental health leave wasn’t always granted for workers, and should be embraced as an actual health concern that warrants just as much care as physical health. Next, close the pay gap. Experts estimate that the gender pay gap may take as long as 30+ years to close. Don’t let your company wait—embrace equitable pay now and the results will be worth it. Along with closing the pay gap, don’t lose focus on closing the gender gap in leadership roles. This helps fight gender bias as a society, and increases the amount of women in the workforce. Next, reevaluate your parental leave policies. Parents work too—and if we want women to advance their careers, we can’t afford to make work more difficult just because someone is a parent. Finally, don’t sleep on your company’s diversity training. This not only benefits the women in your company, but also BIPOC individuals, LGBTQIA+ folx, and other marginalized communities.

Why This Matters

Diversity, equity, inclusion, and belonging seem like buzzwords in workplace discussions, but at the end of the day these efforts are focused on taking care of everyone who works at your company. Every company has some existing gender/racial/etc. bias that needs dismantling, Bitwise included. What’s important is doing the work to help chip away at these systemic inequities. It takes time, but every effort helps your entire team feel more comfortable and cared for at your company—leading to industry recognition, high productivity, and employee longevity.

Leah Sadoian is a Content Writer for Bitwise Industries, who primarily writes marketing material, website content, and narratives for Bitwise Stories. In her free time, she enjoys Law and Order SVU reruns, a good weightlifting session, and spending time with her cat, Marge.

5 Scary Pitfalls to Avoid with Your Salesforce Instance

October 24th, 2022 by

If Mismanaged, Salesforce Can Feel Spooky

For businesses big and small, Salesforce is an amazing CRM–but everything’s got a dark side if all features aren’t being used to optimize your workflow! If you don’t know how to manage your instance, even though it’s an amazing tool, there are things about Salesforce that can go bump in the night for some users and admins. No matter how Salesforce-savvy you are, if you don’t know what pitfalls to avoid, even you might fall victim to the jump scare of an imperfect Salesforce instance. We’re here to help you find some ways to brush up on your monster-hunting (er, Salesforce administrator) skills to make sure that no matter the issue, you’re not caught all alone after the lights go out. These pitfalls and solutions will make your problems look silly, and have them saying “I could have gotten away with it, if it weren’t for those pesky tips on the Bitwise Industries Tech Services Blog!”

The Case of the Missing List View

There are few things more powerful than a solid Salesforce list view–an admin-perfected list view gives you access to all of the information you need at a moment’s glance. List views are versatile, and great tools for tracking registrations, clients, or anything else your organization might need. However, with great list view skills comes great responsibility. Things can get pretty nightmarish if a list view is being utilized by multiple users and is deleted or modified–what was once helpful to several Salesforce users has now been altered and may cause gaps within the workflow of the organization. How do you avoid a scenario in which the call is coming from within the instance? The solution is easier than you might think: asking an admin to create a copy of a list view customized to a new set of specifications achieves a streamlined workflow that’s more accessible to all users, and no information gets compromised in the process!

The Night of the Living Dataload

Picture this: you’re home alone, it’s a dark and stormy night. Your parents left pizza money on the counter for you, and right as you’re reaching into your popcorn bowl, you’re shocked by the chilling breath of a creature hovering above you. It’s the dataload you did three days ago, and though you thought it went perfectly, several things went awry, and it’s returned to haunt you. Whilst data loads can be an extremely efficient move, moving large amounts of new data into a Salesforce instance can cause data to be lost or changed. To make things even spookier, data loads can even fire multiple emails without the user knowing. There are permanent settings that can’t be undone once uploaded, like Person Accounts or multi-currency, and jumping into an org that’s got 40,000 poorly maintained reports is altogether cursed. To avoid this particular pitfall, check for emails that are triggered off of record changes before data downloads. And as always is the sage advice of the most experienced Salesforce admins: always, always, always test your work in a sandbox and not production.

The Call is Coming from Within the House

Salesforce is a powerful tool because of its ability to store tons of important data, down to the names and addresses of the customers or employees your organization serves. Because of this, access is extremely important, but only for those that need it–you never know who may be lurking in the shadows with access to data they do not need to see. Sometimes, when creating a new user profile, an admin can clone the “Standard Profile” to make adjustments, not realizing the extra access levels granted to the end user. They can see all internal user data such as emails, address, phone numbers, and more. Even scarier, they might have access to enable things that cannot be disabled once it’s on, and quite possibly the scariest possibility: someone changing organization workflows, processes, or flows that keep the instance working properly. So how does the admin skirt this and ensure the villain isn’t someone they’d been trusting the entire time? Cloning an existing custom profile used in the org and adjusting the permissions ensures that your new users get all the access they need, without the risk of too much access.

Invasion of the Object-Snatchers

When creating object relationships in Salesforce, it’s important to maintain clarity and organization, so things don’t get sticky and the objects become interrelated in a less-than-productive way. If several objects all have lookup fields to one another without a real sense of consistency, or no validation or checking to make sure everything is lined up in terms of object relationships, it could create reporting that is jumbled and inaccurate. Because of this, the connections on specific records all overlap in one way or another, creating an information gap. When there’s an axe murderer in your house and it’s the climax of a horror movie, you want to make sure you know exactly who to call, and that the information on your Salesforce reports is as clear and consistent as possible. A solution for this? An automation that would simplify the population of these relationships, and ensuring no bad data crossover would happen by accident. When this happens, reports and dashboards make a lot more sense and fewer objects can be consolidated in the process.

The Prepared Protagonist Always Survives

So what do we do to make sure we survive all of the Salesforce jump scares and booby traps? What gets us to the end of the movie, where things are on fire, but the culprit for mischief caught and peace brought back to the org once again? As always, creating a clear and concise plan with the stakeholder and defining a clear roadmap for a project ensures you always end up at the right place. Clear organization documentation, communication, and focused org management all help keep Salesforce instances happy and healthy, with no conflicting data or compromised reports–the number one tip our very own Bitwise admins have given is that few things go wrong with communication and documentation of the client’s needs are the first priority.

We Will Be the Passing Car to Save You

Bitwise Industries specializes in custom software development, Salesforce implementation and administration, and Contact Center-as-a-Service support. Our technology professionals have deep experience applying cutting-edge technology solutions to help entities of all sizes navigate the technology landscape to find solutions to optimize their operations.

This post was written by Amber Carpenter, Jr. Copywriter at Bitwise Industries. She recently discovered her Muppet astrological alignments, and of course, identifies as a Miss Piggy sun, Kermit moon, and Fozzy Bear rising.

Highlights from Dreamforce 2022

October 6th, 2022 by

Use the Dreamforce, Luke

Every year, thousands of administrators, executives, and developers gather in San Francisco to celebrate another year of Dreamforce–the Coachella of the Salesforce world (minus the desert conditions). Bitwise Industries sent our robust Salesforce team to experience the awesomeness firsthand. This year’s speakers included Salesforce Co-CEOs Marc Benioff and Bret Taylor, as well as celebrity appearances from Jennifer Hudson, Matthew McConaughey and Earvin “Magic” Johnson. It’s the chance for over 100,000 users to discuss, learn, and teach about all things Salesforce. We asked a few attendees from our team what their highlights were of this momentous annual event; here are a few of their experiences at Dreamforce 2022. (Maybe these will inspire you to go in 2023!)

Focusing on Inclusion

This was Rae Sage’s first time at Dreamforce. A Salesforce admin on the Bitwise team, Rae was initially overwhelmed by the amount of people at Dreamforce. “It definitely seems like a huge networking event,” but still, they found plenty of panels  that were informative and useful. They attended discussions with a focus on workplace inclusivity, including talks on Disability and Diversity Inclusion, along with Admin and Project Management sessions. “The Disability Inclusion session was my favorite. Everyone there was super friendly, welcoming, and very patient. I got to meet other folks with disabilities, while also hearing stories of folks living with disabilities while being in Salesforce. It was a very low-key, calm, and quiet environment to be in, which was a great break from the overcrowded/loud sessions.”

Discovering Pathways for All

For Joe Wheelock, this was his first full Dreamforce after attending only one day of the conference in 2019. This year, he was able to participate in the full conference, and was able to attend “way more sessions, as well as network with industry folks, and attend the Dreamfest concert.” (The Red Hot Chili Peppers headlined!) Joe’s focus was on architecture and admin sessions to support his career pathway, along with building skills to support Bitwise’s needs. One of his favorite sessions was about Mobile Pathways, a company that focuses on using a Salesforce tech stack to provide support and updates to immigrants coming to the United States, helping them to navigate the legal aspects of the immigration system.

Sharpening Skills to Share with Others

Salesforce Apprentice Lead, Victor Carranza, was also a Dreamforce first-timer. “It exceeded my expectations. From learning about new products and their tips and tricks, to meeting a wide range of folks, it was just an amazing experience!” He prioritized admin-focused panels, attending the Admin Keynote, DevOps Center Workshops, and the Dreamforce Main Keynote. A favorite panel of his was the Winter ‘23 Release Admin Preview. “They covered material that immediately impacts all instances, and staying informed with admin-specific sessions to arm my apprentices with knowledge and perspective was important.” For Victor, the highlights were all about hanging with his team–“It was so awesome to meet our Salesforce pals that I don’t get to see on a daily basis, and touring the Salesforce Tower was one of the highlights, especially because we came together as a team and truly enjoyed each other’s company.”

Diving into New Features

For Casiano Payawal, Salesforce Project Manager, this was his first time attending Dreamforce. He prioritized Tableau sessions, admin-level workshops for Flow Orchestration, as well as the Admin Keynote. “The Admin Keynote was really fun to sit in on, especially after watching them online for the past two years. It was great to see new features and to hear other admins talk about how they implemented them, and to also see how the product managers speak and carry themselves during their demos.” Casiano appreciated the time with so many other members of the Salesforce ecosystem. “While I was a bit shy during the daytime sessions, I really enjoyed sparking conversations with like-minded folks at the networking events outside of Dreamforce.”

Leaning into Accessibility for All

Roxanne Finks, a Project Manager on our team, experienced the excitement of her first Dreamforce. “To help with the anxiety of the conference, I created a goal for each day. The first day, I wanted to make connections with vendors and future partners. The second day, I made my way through the Dreamforce Quest, and on the last day, I paired up with Bitwise team members to attend sessions I wouldn’t normally go to.” Roxanne prioritized a variety of different sessions ranging from general Salesforce admin sessions, to fellow Bitwise teammate Tiffany Spencer’s session on Being Black In Tech. A highlight for Roxanne were the accessibility sessions, “They were very informative. I left those sessions thinking about the challenges those with disabilities have and even though technology has made it better, we still have a long way to go in supporting them.” For Roxanne, being amongst so many members of the Salesforce community was overwhelming, but great. She met tons of new peers within the Salesforce ecosystem, and got to connect with Bitwise teammates as well.

The Admins Have Spoken: Dreamforce 2022 was a Success!

Whether you’re an admin or a user, consider attending Dreamforce in the future to get the full, immersive experience of support, networking, tips and ticks, and advice from the pros on what’s new and exciting in the Salesforce ecosystem. Our attendees are just a handful of the mighty Salesforce team in our organization, and the rest of our team has loads of information to share about our services for anyone who might be curious–schedule a chat with us!

Let Us Be Your Salesforce Obi Wan

Bitwise Industries specializes in custom software development and Salesforce implementation and administration. Our technology professionals have deep experience applying cutting-edge technology solutions to help entities of all sizes navigate the technology landscape to find solutions to optimize their operations.

This post was written by Amber Carpenter, Jr. Copywriter at Bitwise Industries. When she isn’t writing up a storm, she is crying over the classic Whitney Houston film, The Bodyguard, and (spoiler alert!) was deeply relieved Kevin Costner didn’t die at the end.

4 Reasons Your Business Should Invest In Tech

September 30th, 2022 by

Turning Survival Into Success

Cheat codes: since the dawn of gaming, programmers have baked in little tricks to help players get past those hard-to-beat levels and bosses. Unlimited ammo, extra lives, and invincibility might not help in the real world of business, but adding technology to your org’s line up can definitely give you a leading edge over your competition. However, nurturing a thriving business takes a lot more work than surviving a few rounds with Skolas, Goro, or Mike Tyson.

Every aspect of your business can benefit from technology. From satisfying customer engagements to operational excellence, increased productivity to excelling profitability, viewing technology as a resourceful partner instead of an annoying obstacle could be the difference in a business that survives or thrives. Of course, Bitwise Industries has a few ideas to help you level up.

#1–Get a Speed Boost

The world is moving fast. Your business has to move faster. Not just to keep up with current trends and customer expectations; your entire business operation requires the agility needed to maintain relevance in the market to meet every customer demand. Enter technology. As the business landscape shifts, new technologies create opportunities to organize and maintain a fruitful platform that sets the pace for your business needs. 

Consider transitioning your legacy system to something that is autonomous and defeats all the time-consuming manual tasks. This should improve your workflow and increase productivity throughout your staff. The right technology will increase productivity, flexibility, and efficiencies throughout your business–onsite and remotely. 

Moving faster means adopting a CRM that provides the means to organize and maintain your customer database, migrating to cloud platforms to reduce your current resource management load, and uplifting your critical IT platforms.

The goal is increased productivity in strategic places that are scalable. What areas are you considering? Timesheets, video conferencing, and GPS technology are just a few ways to upgrade your org into a more efficient place. Take time to think through all of the possibilities and connect those two things to realize the productivity possibilities that you are missing out on. It is all right in front of you.

#2–Reinforce Your Team

The pandemic showed us all one thing: people can be productive from home. How are you supporting it? Streamlining your processes to include the best procedures for all of your employees–regardless of where they work from–can be a multiplier in employee productivity and retention. Providing your humans with the tools that equip them to do their best work, does not have to compromise your standards or output expectations.

Using technology to streamline laborious steps can happen with a few clicks of a button–but will provide volumes of focus on the tasks that you deem important. Financial and inventory management are the low-hanging fruit of tech upgrades. But there is so much more productivity to capitalize on that requires a good idea and the right tech company to deliver on those desires. Lean in to that thought and honor the employees you have. They will thank you for it and help in recruiting the folks who will take you into the future.

#3–The Customer Power-up

I don’t know that there would be a successful business on this blue rock without the customers, clients, and constituents who are willing to go along with “what we have to sell.” Updating your tech is the easiest way to adapt to their needs and deliver the customer service that they expect. Effective technology will be profitable based on its ability to connect and communicate with your customers. Don’t leave them wondering what’s going on: upgrade your plan and encourage them to engage with your business. An authentic engagement is the best way to meet your yearly goals and outperform your rivals. 

Move beyond telephone conversations and open the doors to email, text, and social media. Your clients are already there (on their very smart phones), why not join in on the conversation organically? This will solidify your brand with existing customers and expand your reach to a brand new group of clients. More customers equals more sales. It’s not difficult. Shore up your online presence and see what a larger audience can do for your business.

#4–Your Competitive Edge

Just like any sport, there is someone working hard to be the best. Is that you? If you’re not sure, it’s time to consider every aspect of your business. Companies that fail to recognize the significance of technology will find themselves on the bubble before dropping out of the business brackets.

Be the company that leads your industry through change, and not the one that continually complains about playing catch up. It doesn’t mean that you have to invest heavily in one area of technology, but it does mean that you need to stay vigilant on any shortcomings you see throughout your workflow chain. Plan. Plan with your bigwigs. And then upgrade that plan again. That is the best way to deliver on your customer’s expectations. They might love your brand, but see other companies who are more efficient, cost less, or just appear better at what you do. Don’t find yourself in the backseat to some upstart. Maintain your competitive edge. Know the trends and the technology to maximize success. Get in front and stay in front.

Are You Ready For The Boss Level?

You define the bottom line. What is it? Profit, customer satisfaction, an inclusive workplace? Maybe it’s something else, or maybe it’s all of the above. What are you doing to address your core business model and stated goals–long term and short? Technology should be seen as the catapult to take your business somewhere great and not the anchor that will hold you back. It’s one of the few investments you can make that can be considered a business multiplier when it comes to goals. 

Forget the cool factor new tech provides to you, your staff, and your customers. Do you want to save time and money? That feels like the basic mantra that we all hang over the door. But a successful business is so much more. We don’t want to survive, we want to thrive. Adopting new technologies is the key. 

Productivity, agility, and profitability can all be tethered to relevant tech that amplifies your workplace. It’s a good investment for now and the future. Go beyond digital technology and embrace a digital transformation. Think about it. You’re always online just like your customers. Find a way to engage them in their personal space. They won’t mind (those phones are always open!).

What does a digital transformation look like? 

  • Accounting software
  • Cloud storage
  • Web analytics
  • Customer Relationship Management Software
  • Digital gatherings
  • Email marketing
  • Automation software
  • Online survey tools
  • E-commerce
  • Digital Dashboards
  • Search Engine Optimization

These are just a few of the ways that you can incorporate tech into your daily routine to increase your company’s accuracy and quality without sacrificing any customer-facing tools. Be bold in your technology efforts. Your stakeholders, staff, and clients will be grateful. 

Let Us Help

Bitwise Industries specializes in custom software development, Salesforce implementation and administration, and Contact Center-as-a-Service support. Our technology professionals have deep experience applying cutting-edge technology solutions to help entities of all sizes navigate the technology landscape to find solutions to optimize their operations.

This post was written by Jeff Rickels, Technical Writer for Bitwise Industries. When he’s not writing, he’s realizing that NASA now has the capabilities to save all of humankind by pushing an asteroid out of Earth’s path, but we can’t figure out a better way to get the burnt crumbs out of the bottom of a toaster. Thanks for nothing, NASA. 

Top 8 Salesforce Winter ‘23 Release Features

September 22nd, 2022 by

What You Need to Know

It’s a bit early to be talking about presents under the tree, hidden eggs in the backyard, or a rogue tooth left under your pillow (depending on the current degree of your dental hygiene), but a great gift is on its way. Salesforce is about to release their Winter ‘23 notes and that has quite a few of us Trailblazers giddy with glee. And just like always, Salesforce is delivering on the goods. Read on to see the 8 features from the Winter ‘23 release that we’re excited about here at Bitwise Industries. Of course, in no particular order of awesomeness.

#1–To-do List

Track and sort all of your tasks with the To-do List. This feature is helpful because it allows users to see what tasks are assigned to them in one actionable component that is docked in the Utility Bar. Additionally, Sales Engagement users will be able to see, sort, and organize tasks from records or cadences in that same space. Learn more.

#2–Dynamic Forms

Dynamic Forms will now be available for Accounts, Contacts, Person Accounts, and Opportunities with Winter ‘23. This upgrade will give users the opportunity to place fields anywhere or automate the process by migrating your Record Detail component to use Dynamic Forms with the click of a button. Learn more

#3–Use Screen Flows as Cadence Steps

Winter ‘23 grants sales managers the ability to specify a screen flow as a cadence step in the Cadence Builder. This allows sales reps to create a case, event, or task to perform another action, and initiate the step for a target directly from their Work Queue or Sales Engagement component on target records. Learn more

#4–Dynamic Related List Filters

This might not look like a major update, but it will be very helpful for many who want to do more with Dynamic Related List Filters. This feature will include multiple filter values from picklist fields instead of the old way of selecting only one picklist value. Learn more.

#5–Improved Fields Panel

This new panel design minimizes scrolling by organizing each data source’s measures, dimensions, and date fields in separate tabs while giving users the ability to add and work with multiple standard or live datasets, Salesforce objects, or Customer Data Platform data sources to easily build queries with the Improved Fields Panel. Learn more.

#6–Collaborative Forecasts

Winter ‘23 continues the trend of enhancing forecasting options. The bullet list below highlights the five upgrades slated for the upcoming release. Learn more.

#7–Estimated Wait Time for Customers

Route work faster to improve the customer experience by providing the estimated wait time for customers. This feature provides tangible clarity to the user and allows them to make the choice of willingly remaining on the phone for service or potentially pivoting to a text or email correspondence. Learn more.

#8–Sales Cloud for Slack

This update brings even more efficiency to orgs using Sales Cloud and Slack. Allow your sales team to collaborate on the fly through the app to see, update, and share their accounts, contacts, leads, and opportunities in the sales pipeline. Learn more.

Get Ready

There are a few things you can do to make sure you’re ready for this upcoming release. Make sure you know the timing of your production instance and sandbox upgrade for the Winter ‘23 release. It’s important to know that to take advantage of the first opportunity to test your system–and main use cases–on the new release. Most sandboxes were upgraded by August 26 of this year, and the release date for Winter ‘23 will depend on your instance. The main release weekends are: 

  • September 9, 2022
  • October 7, 2022
  • October 14, 2022

If you know the instance your production org is located on, click your instance name at Salesforce Trust then click on Maintenance to see the Winter ‘23 release date for your org. 

You can read through all of the Salesforce Winter ‘23 release notes here (it’s a robust list), and we encourage everyone–admins and users–to become a part of the Release Readiness Trailblazer group. This is one of the best ways to stay up to date on all of the latest Salesforce innovations to discuss release information for all Salesforce Clouds, ask questions, and share struggles and wins within this great community. Head over to the Trailhead and become a part of the conversation

And finally, if you want a quick peek of all the Product Family/Product, Enablement Status, and brief notes to see how the Salesforce Winter ‘23 Release will integrate into your user experience, check out the Release Matrix spreadsheet

Okay, you’re ready to roam. Have fun!

Let Us Help

Bitwise Industries specializes in custom software development, Salesforce implementation and administration, and Contact Center-as-a-Service support. Our technology professionals have deep experience applying cutting-edge technology solutions to help entities of all sizes navigate the technology landscape to find solutions to optimize their operations.

This post was written by Jeff Rickels, Technical Writer for Bitwise Industries. When he’s not writing, he’s wondering what the best flossing schedule is for good dental hygiene. His current practice is always after popcorn and broccoli (not consumed together).