Enrite Solutions is excited to announce key changes to our executive leadership team. As one of Australia’s most experienced Salesforce Partners and technology advisors, we continually strive to position ourselves for future growth and success.
Stepping into the role of Chief Executive Officer is Patrick DeRuvo, who has been an integral member of our executive team as our Chief Financial Officer since 2021. Patrick brings over 7 years of experience in executive leadership. With a strong background in setting corporate objectives and strategy, coupled with his expertise in growth consulting, positions him perfectly to lead Enrite into its next phase of development.
We're pleased to share that Paul Schlein, who has served as our Chief Executive Officer since 2020, will be transitioning to the role of Chief Revenue Officer (CRO). In this new capacity, Paul will focus on driving our revenue strategies and building strong partnerships, leveraging his deep understanding of our company’s vision.
Paul has successfully steered Enrite through a period of significant growth and challenges. His tenure as CEO has been marked by several notable achievements that have made a lasting impact on our organisation and are close to our hearts:
Paul shared his thoughts on the transition: "It has been an honour to serve as CEO of Enrite Solutions. During my tenure, I've had the privilege of working with an exceptional team and witnessing our company's growth and resilience. I'm looking forward to focusing my efforts on driving our revenue strategies and working closely with Patrick to ensure a smooth transition and continued success for our organisation. This new role allows me to leverage my strengths and industry relationships to fuel our next stage of growth."
Patrick added: “I'm humbled and excited to take on the role of CEO. Paul has set a strong foundation, and I'm committed to building upon it. His leadership has been instrumental in shaping our company culture and market position. Together with our talented team, we will continue to innovate, adapt to the changing technology landscape, and deliver exceptional value to our clients. I look forward to leading Enrite as we explore new opportunities and strengthen our position as a leading Salesforce Partner and technology advisor in Australia."
These changes reflect our commitment to strategic growth and our desire to leverage the strengths of our leadership team. Both executives will continue to serve on our executive management team, ensuring continuity and collaborative leadership as we move forward.
We're confident that this transition will position us for continued success and we look forward to the exciting opportunities that lie ahead. Our commitment to delivering superior solutions and exceptional service to our clients remains stronger than ever, as we continue to drive growth and innovation.
About Enrite Solutions
Enrite Solutions is one of Australia’s most experienced Salesforce Partners and trusted technology advisors. We specialise in the nonprofit, commercial, data and artificial intelligence sectors, helping organisations harness the power of Salesforce and other cutting-edge technologies to drive growth and efficiency. Our mission is to build zero-waste organisations by delivering tailored solutions that address the unique challenges of each client. With a commitment to fostering long-term partnerships, our expert team ensures lasting success through innovation and exceptional support.
For more information, please contact:
Elleisa Schloss
Marketing Manager
elleisa.schloss@enrite.com.au
This Message Is For Immediate Release
Adelaide, South Australia - 3 October 2024
Another year, another spring release! Salesforce is fighting off the back to work blues with plenty of quality tweaks across the board, with key improvements around reporting, flows and AI. Depending on your instance, you will be upgraded on:
If you want to find out exactly which weekend your Salesforce instance will be upgraded, head over to Salesforce Trust and click on ‘Maintenance’. You’ll need to know which instance your org is running on so to find out, go to your Setup menu and click on Company Information.
If you’d like a full run-through of the release, check out this Salesforce Help article for the breakdown. Here are our top 6 improvements from the Spring ’24 release.
Salesforce is continuing to bring the last few missing bits of Classic functionality into Lightning. This release will allow you to change the field report filters operated on without having to remove and recreate the filter and filter logic. This release restores the ability to select and move multiple columns at once in the Lightning report builder. This functionality will be a welcome addition to Salesforce Administrators everywhere.
Salesforce is continuing to implement exciting new breakthroughs in AI into the platform. Customers with an Einstein for Sales License now get Einstein functionality built into the email component. This allows them to draft common emails, like a follow-up or a meeting invitation, by choosing an email type. Admins can create custom email types in addition to the preset ones provided by Salesforce.
The Sales team members have a new home page, the Seller Dashboard, which provides them with a complete view of their Opportunities, Accounts, Leads, and Contacts. The page also gives them a view of the day’s agenda, and allows them to set goals, track progress, view their to-do list among other helpful elements. With more useful information presented to them at a glance, the Seller Home orients users faster for improved efficiency.
Intelligence Views are a brand new window into engagement metrics for your Accounts, Contacts and Leads. The Intelligence View on these objects shows valuable information based on the activity records logged against each record, and allows users to filter information and see detailed activity and related records from within the view. Intelligence Views are accessible as if you’re selecting a list view, and will make it far easier to identify what tasks need to be completed to boost your engagement.
Spring ‘24 ushers in a whole host if new flow enhancements. Key upgrades involve built in auto-saving of flow elements (with the exception of screens and actions), saving drafts with half completed elements and errors, upgrades to several elements, and expanding the Transform Element introduced last release to allow for aggregating your data. Together these flow enhancements should make automating your system a far less cumbersome task.
This is a game changer for easily exposing valuable information on your records. In the past when we wanted to show data from a field on a related record, we had to create a formula. In the Spring ‘24 release, Salesforce will allow you to drag fields directly from related records into the lightning layout, for any Lightning Layouts that have dynamic forms enabled. This will save free up time for administrators so they can focus more on the end- user experience and other improvements.
Many of the features mentioned in this blog require some knowledge of the Salesforce Administration fundamentals. If you need any assistance applying these improvements and tools to your system, don’t hesitate to reach out. We hope you enjoy exploring all the new possibilities available in the Salesforce Spring ‘24 release.
As we welcome in the warmer months of 2023, Salesforce has a belated wintery gift for us in the form of another great update with the Winter ‘24 release. Depending on your instance, you may have already been upgraded or will be upgraded on the weekends of:
If you want to find out exactly which weekend your Salesforce instance will be upgraded, head over to Salesforce Trust and click on ‘Maintenance’. You’ll need to know which instance your org is running on so to find out, go to your Setup menu and click on Company Information.
If you’d like a full runthrough of the release, check out this Salesforce Help article for the breakdown. Here are our 8 favourite new features from the Winter ’24 release.
Salesforce continues to reinforce the “clicks, not code” mantra with this release. A number of updates have been added to flows which brings features previously only available code into flows. The image below shows the new Reactive Components feature which has finished beta testing and is now generally available. This is done completely in a screenflow without the reliance of a coded Lightning Component!
There are a number of other flow updates which we’re really excited about. To name a few: HTTP callout element, add error element, transform data element (beta), and updates to the state management when navigating between flows.
Have you ever been reviewing a permission set and just wanted to quickly see what objects the permission set grants access to, rather than clicking through multiple links just to get there? With this new beta feature, you can now see all the important information about a permission set in one click. Massive time saver!
We’ve mentioned dynamic forms & actions in previous blogs, but Salesforce continues to improve these features with the Winter ‘24 release. Dynamic Forms are now supported on almost all standard objects. Whilst Salesforce for Mobile had dynamic forms in beta, it is now generally available – so if you were considering doing away with classic page layouts, now is the time!
Do you have a list view quick action you wish you could perform on a related list whilst on a record? Dynamic Related Lists now have generally available support for Mass Quick Actions with record selection. This was a very popular IdeaExchange item which received 39k votes!
A much sought after feature especially when your internal users who created many dashboards are needing to be inactivated. It’s as simple as it sounds – and it’s now available!
Does your business process require you to process Leads or Contacts as they come into Salesforce? If so, this feature is for you. Simply turn on Intelligence View in Setup as an alternative to the standard list view to see metrics, view activities, take action and update the records all in one place.
The below Email Productivity Features which previously required an additional license are now included for free in Sales Cloud for Enterprise/Professional editions. These features will need enablement via Setup and require permissions to be assigned to your appropriate users
Do you have a public facing portal or community? Salesforce’s Health Check in Setup now provides items to track the number of objects a public guest user has read/edit access to. While some access may be necessary for your business process this just ensures it’s only the necessary objects that are exposed.
Some of the features mentioned in this blog require some setup steps, if you’re not sure on how to go about that, reach out to us. If you’d like help with some of the more advanced new features, especially around flows, we can also help. Enjoy exploring all the great, new features in the Salesforce Winter ’24 release.
As we welcome in 2023, Salesforce has a new year’s gift for us in the form of another great update with the Spring ‘23 release. Depending on your instance, you will be upgraded on:
If you want to find out exactly which weekend your Salesforce instance will be upgraded, head over to Salesforce Trust and click on ‘Maintenance’. You’ll need to know which instance your org is running on so to find out, go to your Setup menu and click on Company Information.
If you’d like a full runthrough of the release, check out this Salesforce Help article for the breakdown. Here are our 8 favourite new features from the Spring ’23 release.
Salesforce is getting closer and closer to doing away with the remnants of Classic – like the Page Layout Editor. Dynamic Layouts now take over Cases and Leads, after having been brought to Accounts, Contacts and Opportunities in a previous release. Dynamic Actions are also available in Spring ‘23 for all Standard Objects. The Dynamic Related List feature fell a little short in previous releases, but now has the sought after ‘View All’ link.
Users can now create activities quicker with buttons rather than the tabbed activity composer, with more actions in the dropdown menus. For example, in the Email dropdown, if a user has more than one email address, they can choose which one to email. Users can also get to their email preferences quickly or easily add an email to their to-do list.
Field history tracking for Tasks/Events is a highly demanded feature by customers (33,000 votes!) and it’s finally here. Track up to six fields to show users changes in an event or task within the Related tab. To enable this, select the Event or Task object in Object Manager, select Fields & Relationships, and click Set History Tracking. You can add the Activity Record History component to your Event and Task Lightning record pages.
Similar to Dynamic Dashboards, where the dashboard is set to view as the logged-in user, Spring ‘23 extends that functionality to Reports. You can now create a dynamic report filter based on the viewing user so that they view records pertinent to them. For example, instead of creating multiple reports that are filtered by specific Opportunity Owners, you can use a relative value to filter by Opportunity Owner equals $USER (the current user viewing the report).
DevOps Center was Generally Available on December 9, 2022, so whilst not technically part of Spring ‘23, it’s an important milestone. It might sound technical, but if you’ve ever done these things, you will love DevOps:
Check out Why DevOps Center Is Awesome for Salesforce Admins.
Already using Permission Sets and tired of only adding new fields to Profiles? You now have the ability to choose the permission sets displayed when setting field-level security. Salesforce will announce end of life for permissions on profiles soon, so this is a great way to apply user management best practice.
Engage with customers the way they identify with pronoun and gender identity fields, via new optional picklist fields on the Contact, Person Account, and Lead objects. Go into Object Manager in Setup to manage the field-level security, add or edit picklist values, or add the fields to page layouts.
To comply with the latest browser and security standards, Salesforce will enforce enhanced domains on My Domain in all orgs in Winter ’23. What are enhanced domains? It allows your company specific My Domain name in your URLs, including your Salesforce sites and Experience Cloud sites. Your users can access Salesforce using browsers that block third-party cookies. Since this update does affect your application URLs, including Experience Cloud sites, Salesforce sites, and Visualforce pages, we highly recommend you enable and test enhanced domains in a sandbox before the update is enforced in your live org.
Salesforce deploys enhanced domains in Spring ’23. You can postpone that automatic deployment via a My Domain option. In Summer ’23, Salesforce deploys enhanced domains in orgs without the feature deployed. You can disable this feature until Salesforce enforces this update in Winter ’24. Orgs created in Summer ’22 or later get enhanced domains by default.
Some of the features mentioned in this blog require some setup steps, if you’re not sure on how to go about that, reach out to us. If you’d like help with some of the more advanced new features, especially enhanced domains or DevOps, we can also help. Enjoy exploring all the great, new features in the Salesforce Spring ’23 release.
Despite the fact that it certainly doesn’t feel like summer, Salesforce’s Summer ‘22 release is here. We’ve combed through the release notes and have selected the 5 must-know features that you need to be across to squeeze the juice out of this new release.
Most Australian instances will have been automatically upgraded on the weekend of the 10th of June. You may not notice any difference, but you will have these new features at your disposal. Remember, if you want an in depth look at the new release, you can always check out this Help article or better yet, do the Release Highlights Trailhead module.
We start off with a bang, a feature that has been requested for many years has finally arrived! We can now add custom address fields (which function just like standard address fields) to objects. It’s currently in beta but solves a problem that we as implementers face time and again. Previously, when we needed more than one address field on an object, we would have to come up with a clever workaround while rueing the fact that Salesforce doesn’t allow us to add multiple addresses. Now, with a custom address field type, we can finally stop the pesky workarounds.
This handy feature allows you to not only change the name of a related list, but choose the list’s fields, sort order and most importantly, filter the records. This means that on an Account page, you can have different related lists for Closed Won and Closed Lost Opportunities. You could highlight Cases that have been open for more than 5 business days. You could even show a filtered list of Key Contacts on an Account that have the title CEO or Director. It’s just another way that Salesforce allows you to cut through the noise and be presented with the right data at the right time.
Picklists have had a most-welcomed overhaul in this release with a few great new features.
A super-handy feature that allows you to identify custom picklist fields that are dragging down system performance.
This feature, currently in beta, allows you to configure picklist fields in bulk. A great time-saving feature where you can delete, activate, deactivate or replace multiple picklist values in a single click.
On top of that, you can now bulk delete picklist values in custom picklists.
The final enhancement to picklist functionality allows you to identify duplicate picklist values which is especially helpful when you’re creating a picklist with a long list of values.
There are a few enhancements to Reports and Dashboards but our personal favourite is inline editing in reports is now generally available. Now you can clean up your data without having to rerun a report. Simply, edit all the values that you need within the report itself and hit Save.
If you’ve made it this far, you’re probably a Salesforce Admin (or having a particularly slow day) so this one’s for you. Over the past few years, Salesforce have made it clear that Workflow Rules and Process Builders are on the way out and Flows reign supreme in the world of automation.
We’re big supporters of Salesforce’s push to use Flows over the other automation tools but this feature is like walking into a minefield. It allows you to convert one workflow rule into one flow which could lead you into the position of having many flows on a single object. This increases maintenance costs, increases complexity, strains system performance and is just all-round bad practice. We encourage you to make the transition to flows but understanding how they work, the order of operations, when to use loops (and when not to) is crucial in designing an efficient flow. If you’re unsure, contact your Salesforce Partner.
Okay, so maybe this one is for the tech geeks but we are very excited. You can now use formula builder in the start element of a record-triggered flow. Plus, you can use formulas to access related records and build more complex queries, too. Another example of the development of flows while the other automation tools are ignored.
We can’t list all the enhancements to flows in this blog but we do encourage you to check out the Release Notes or contact your Salesforce Partner to see if you can take advantage of any new features. Here’s a quick list to cap things off:
Apart from that Migrate to Flow Tool (we know we’ll be fixing a few mistakes made by adventurous admins), this release has been fantastic and comes with some great features. Remember, if you need help with these new features or if you think your web of automations could use a clean up, reach out to your Salesforce Partner. If you’ve been using Salesforce for a while and haven’t added any automations, there has never been a better time. Have fun exploring all the great, new features in the Salesforce Summer ‘22 release.
We are delighted to announce that Salesforce.org has named Enrite Solutions as one of its three top NFP partners for 2022.
Enrite Solutions has been serving Australia’s NFP sector for over a decade, and supporting organisations that help our community is a cornerstone value of ours. We feel very privileged to work with so many amazing organisations that are making our world a better place.
Enrite attended the Salesforce Unite Partner Summit in Sydney in late March 2022. We were able to rub shoulders with Salesforce.org, other nonprofit partners, and a host of ISV (Independent Software Vendor) partners. We were honoured to be one of three partners nominated for the Salesforce.org NGO Partner of Year; congratulations to Deloitte, who won the award. Our nomination shows that a small team of dedicated people really can do great things. It certainly wouldn’t be possible without our amazing clients, so from everyone at Enrite, we thank you.
To add to the accolades, Enrite was awarded the status of Salesforce.org Impact Partner earlier this year. It’s another huge step forward for the organisation and one we are very proud to receive. Being named an “Impact Partner” is the culmination of outstanding customer feedback, our staff earning Salesforce.org certifications and of course the myriad projects we’ve delivered that positively impact our clients. We don’t want to simply profit from the industry; that’s why this year alone, we’ve contributed $15,000 to charities in direct donations and pro-bono work.
Two secrets to our success: our wonderful, dedicated team and of course, our amazing clients. Last year, Enrite onboarded 37 new NFP clients and we put this success down to our experience and knowledge of the sector. We received some valuable feedback from our clients, including our understanding of the unique constraints on NFP organisations and our in-depth knowledge of NFP-specific requirements like NDIS management, case management and volunteer management.
A special thanks goes out to Cancer Council Victoria, whom we’ve had the pleasure of helping for over a year. In collaboration with CCV, we were able to develop a solution that allows them to efficiently fund more cancer research at scale with a custom-built grants management system.
A further thanks to Ronald McDonald House Charities, who support the ever-changing needs of seriously ill children and their families across Australia. We are thrilled to play a small part in the extremely important work they are doing by streamlining their donation and membership management.
While we work with some large NFP organisations, we know the power of Salesforce can benefit smaller NFPs too. This desire led us to develop our NFP Quick Start package, which allows smaller NFP organisations to implement Salesforce at a cost that fits their budgets and needs. With the right Salesforce solutions for them, these smaller organisations are able to streamline their processes and deliver more value to the community.
If you’d like to learn more about our NFP Quick Start Package, please don’t hesitate to reach out.