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How to Customize Email Application Panes and Publisher Layouts

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Salesforce allows you to integrate a small task pane inside your enterprise email client (available for both Office 365 and G Suite), which allows you to perform certain Salesforce tasks from within the email client. This not only increases productivity, but also provides a very smooth experience.

Topics: GoSaaS, Inc., salesforce, Lightning Experience, Salesforce CRM, SFDC, lightning app builder, customize content with app builder, Salesforce and Outlook integration, Email application pane, GoSaaS Salesforce, Publisher layout, Salesforce and Office 365 integration, Salesforce and G Suite integration

Getting to Know Oracle PLM Cloud

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Oracle PLM Cloud allows organizations to leverage greater business value with the new changes to its features. The system comes with a modern look giving users a better experience. There are also robust functionalities including insights and learning capabilities. Oracle PLM Cloud supports a rapid and reliable way to manage your business.

Topics: "Oracle", "PLM", "PDH", "PD", "Cloud", "Oracle Product Development Cloud", Oracle PLM, GoSaaS PLM, GoSaaS, Inc., Oracle Product Data Hub Cloud, Oracle Product Lifecycle Management, PLM Cloud, Oracle PLM Cloud, Oracle PD, Oracle PDH

How to Make Salesforce Community Cloud a Successful Implementation

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The Salesforce Community Cloud offers a strong platform for developing solutions in a wide variety of scenarios: Here are a few examples of some solutions you can develop based on the Community Cloud:

Topics: "Cloud", GoSaaS, Inc., salesforce, Salesforce CRM, SFDC, Saeed Ahmad, Community Cloud

Why Migrate to the Salesforce Lightning Experience?

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It has been a while since Salesforce rolled out the Lightning Experience (LEX). Evolving over a period of time, there are new features introduced in every release. Salesforce has been pushing customers to make the switch to Lightning Experience, but the option to use the older version is still available. However, Salesforce recently announced that LEX will be enabled by default within new organizations.

Topics: GoSaaS, Inc., salesforce, Lightning Experience, Salesforce CRM, Salesforce Lightning Experience, SFDC, Migrate Salesforce, Saeed Ahmad, Salesforce Migration

Webinar Recap: Your Route to Oracle PLM Cloud – Modern Business, Modern Cloud

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Every business has its own way of handling product data. While being unique is important in individualization, this prevents effective collaboration and information sharing. PLM SME (Subject Matter Expert) Tom Nelson led our GoSaaS Webinar on 2/28, describing how the cloud fits into your PLM strategy and processes. Through the Oracle PLM Cloud, you can unify the entirety of your product and supply chain processes on one integrated platform – from ideation to commercialization. The benefits are numerous, including a reduction of costs from prototyping and scrapping, centralizing data, improvement on internal and external collaboration throughout the entire product lifecycle and an entire process automation leading to a faster time to market/launching.

Topics: "Oracle", "PLM", "Agile", "Product Data Hub", "PDH", "PD", "Cloud", "Oracle Product Development Cloud", "GoSaaS"

ALM and Environment Strategy for Salesforce Projects

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Just like any other mature and modern technology, Salesforce has the similar application lifecycle management process for managing an application’s development, from design to final release, and establishing a framework for managing changes. The lifecycle typically begins with the addition of a new feature to an existing application or a request for a change. A plan is then developed to create that new feature or customization, and the new feature or customization gets designed and tested. Finally, it’s placed into the production environment for consumption by end users. The cycle repeats for every new feature or customization.

Visit GoSaaS at Oracle’s Modern Business Experience (MBX) 2019

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We hope you are just as excited as we are to attend the Modern Business Experience (MBX) in Las Vegas. If you’re reading this, you know how much PLM is important, strategic, and crucial to your business. Not only that, but also to the financial performance of your company.

Topics: GoSaaS PLM, MBX2019, LasVegas, Cloud PLM

Five Best Practices for Designing a Portal

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In last post, we saw how portals can be useful for retailers. Now, let’s look at the at least five areas you should focus to design a portal which is both effective as well as usable by the user community.

Audience Analysis

Every Portal has a target user community. Understanding the needs of this community is prerequisite to design phase. User community should be segmented based on their specific roles and needs. User Persona are a powerful tool to create profile for each type of the user. Based on that you will better understand target users of the portal. e.g. for a Store Portal, Sales associates and field management will be two different user categories having unique needs based on their specific role. Similarly if a significant numbers of users are traveling, then portal should provide great mobile experience as well. Content contributors is another user category which have very different needs from consumers.

As a designer, you should be very close to your users and empathize with their needs.

Content Analysis

Content is like blood for any portal solution. Each type of content should be categorized according to its business purpose, update frequency, intended audience, owners, security, required metadata, and structure. Once you have profiled your content, you can create information architecture.

Each type of content should be created in the format which is best suited for its purpose. e.g. Some content may be more effective in text format while some other content may be more effective in audio or video format.

UX Design

With adoption of the mobile devices, user experience (UX) has become top priority thing. Smart phones and tablets have raised the bar for UX designers. Now enterprise application users expect consumer level UX in the enterprise systems. Finding content in portal should be super easy. Search should have easy to use filters and content previews so that users can find required information in few clicks.

Since portals are meant to aggregate capabilities/information from multiple systems, portal should use SSO and provide smooth transitions between various modules and hence should provide consistent experiences.

Social Features

Social capabilities are becoming norm in business systems. Personalized, context-sensitive social features help users to collaborate, communicate and engage. Having generic and open-ended groups or communities without a common purpose cannot engage its members. In business systems like portal, you should identify specific opportunities where social capabilities can add value. Portal provides a perfect platform for users where they can find all information they need, perform their specific jobs and engage with people who share same purpose.

Feedback Mechanism

Portal must be rolled out to test users before releasing it for everybody in the enterprise. There should be built-in mechanism to collect feedback from users. Based on the feedback, portal design should be refined. Typically portal platforms have built-in capabilities to provide basic analytics about what users are looking for. Based on that you can find out what is working and what is not working. Key thing is not to stick with initial design, If needed, you should refine it based on what is working with user community. After all, portal is intended to make life easier for end users.

There must be other areas one must focus depending upon the unique context. Please share your experiences what else can add value in a designing a portal.

Topics: salesforce

Salesforce Classic to Lightning Migration

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Why do you even need to migrate to Lightning?

Topics: salesforce

WEBINAR REPLAY: Should You Upgrade to Agile 9.3.6 or Go Directly to Cloud PLM?

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Are you thinking about upgrading your Agile PLM? Should you upgrade to Agile 9.3.6, wait or upgrade to Cloud R13? Get up-to-date actionable information and insider tips about Oracle Agile PLM 9.3.6 as well as Oracle PLM Cloud R13.