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Willkommen in unserer ständig im Wandel befindlichen Welt von CRM, salesforce.com, Technologie-News, Updates, Rezensionen und Meinungen.

Salesforce Integration of KünzlerBachmann Smart Data-Solutions

         Nexell & KünzlerBachmann for Smart Data & Better “Business” Data quality is at the heart of every successful organization. Whether you're managing customer relationships, driving sales, or optimizing donor engagement, the ability to work with accurate, complete, and enriched data is key to staying ahead of the competition and maximizing your ROI. That’s why Nexell and KünzlerBachmann have partnered to provide cutting-edge solutions that enhance data accuracy, streamline operations, and boost decision-making—all within Salesforce CRM. Combining KünzlerBachmann's leading data management expertise with Nexell's seamless Salesforce integration, our solutions are designed to help you work smarter, not harder. With our new Nexellerator modules, your organization can automate data verification, enhance data quality, and optimize your workflows with ease.     Start Smart: Nexellerator kbAUTOCOMPLETE - Available Now!! The first solution from this collaboration, Nexellerator kbAUTOCOMPLETE, is already live and transforming how organizations capture and manage customer, lead, and...

Salesforce is phasing out Profile Permissions: Essential Information

  Salesforce is implementing a major shift - get ready for the change! Salesforce is implementing a major shift: profile permissions will be discontinued. In the future, permission sets and permission set groups will become the new standard for managing user access rights. What is happening? To offer better flexibility, scalability, and security, Salesforce is moving away from using profiles for permission management. This implies that in order to effectively maintain and control user access, businesses must shift to using permission sets. What does this mean for you? If your organization continues to use profile-based permissions, it will be necessary to reorganize your access model. This change, if not adequately planned, may result in compliance risks, operational disruptions, and security gaps. What is the retirement timeline? Salesforce had intended to eliminate profile-based permissions in the Spring '26 release, but this has been delayed without a set date. No new date has...

Announcement: Nexell and Swiss Post Partner Up!

Nexell and Swiss Post have formally joined forces to revolutionize address management solutions for businesses using salesforce CRM across Switzerland. This unique collaboration brings together Nexell's expertise in Salesforce CRM integration and Swiss Post's cutting-edge Address Management solutions, offering unparalleled benefits for customers of both organizations. What Does This Partnership Mean for You?As a customer of Swiss Post utilizing their online solution, using or considering implementing a CRM system like Salesforce, you now have access to a seamless integration with Nexell's Nexellerator solution. This integration allows you to effortlessly optimize your address management processes directly within your Salesforce CRM platform, ensuring efficiency, accuracy, and compliance with Swiss Post's standards. Key Benefits for Customers: Streamlined Operations: Easily manage and validate addresses within your Salesforce CRM environment.Enhanced Data Quality: Ensure the accuracy and reliability of your address data, leading to improved communication and customer satisfaction.Cost Savings: Minimize manual efforts and errors associated with...

Salesforce will replace Workflow & Process Builder Automations with Flows: Ready for This?

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Author: Yann Binard - Salesforce Consultant at Nexell. The Big Picture   What Are Salesforce Flows? Every business has data processes (such as sending emails to customers, keeping accounting data up to date, etc.), and many of these can be automated (so that company staff can focus on more value-added tasks). Previously, these automations were managed with 3 different tools within Salesforce: Workflows (for the easiest automations)Process Builders (for “heavier” automations involving sending emails)Flows (including all the Process Builders features and more advanced ones) Flows are Salesforce automations that get data (from users and/or records) and execute actions on these, such as field updates or the creation of related records. With Flows, Salesforce enables users to implement their business automations (from simple to complex) with clicks (no need to be a code developer or a tech guru here!). Process Builder vs. Flows: How Are Flows Better? Flows are designed for better...

QR-Facture : la nouvelle norme des bulletins de versement - salesforce et Nexell vous aident à vous préparer

QR-Facture : la nouvelle norme des bulletins de versement Une enquête de GFS Bern sur le remplacement des bulletins de versement a récemment montré un changement majeur dans ce secteur. Effectivement, de plus en plus d’entreprises opèrent une transition vers les QR-factures. Deux-tiers des entreprises suisses prévoient même de réaliser prochainement ce changement.A ce jour, 94% des personnes interrogées sont au courant de l’obligation de conversion des factures et 81% connaissent exactement la date de fin des bulletins de paiement classiques. Effectivement, à partir du 30 septembre 2022, les paiements réalisés avec les bulletins de versement rouges et oranges ne seront plus autorisés en Suisse. Les entreprises helvètes doivent donc être en mesure d’émettre des QR-factures avant cette date. Heureusement, l’enquête montre que la QR-facture s’est bien établie dans la vie quotidienne et qu’elle a convaincu de nombreux utilisateurs, la plupart de ceux ayant achevé le passage à la QR-facture en ont...

Hyperforce - A Revolution for Swiss Customers?

Author: David Derrier - Head of Operations at Nexell. A bit of context The cloud is everywhere in our daily lives. However, when we’re talking about data residency, the notion of “everywhere” is very subtle. As the global CRM leader trusted by 150,000 organizations worldwide, Salesforce has invested time, money, and effort into building, maintaining, and securing its data centers throughout the world. In Europe, for instance, Salesforce has 3 internally-managed data centers, in London, Paris, and Frankfurt, where customer data is stored and protected in line with top-level security standards. Over the years, several industries - like financial services and healthcare - have been more complex to onboard than others, due to strict regulations surrounding data privacy/storage/protection. Welcome to a new era… Salesforce and Amazon have worked together in the past years to find the right solution and increase the pressure on certain markets where competitors already offer local data...

Sicherheit erhöhen durch MFA (Multi-Faktor-Authentifizierung)


Die neuen MFA-Anforderungen für Salesforce Seit dem 1. Februar 2022 müssen alle Salesforce-Kunden MFA für den Zugriff auf ihre Salesforce-Produkte installieren. Dies wird in der speziellen Salesforce Trust and Compliance-Dokumentation dargelegt und ist seitdem eine verbindliche Vertragsanforderung sowohl für direkte als auch für SSO-Anmeldungen bei der Benutzeroberfläche eines Salesforce-Produkts.Beachten Sie, dass Sie sich bis Ende Februar weiterhin normal auf Ihren Salesforce-Produkten anmelden und auf diese zugreifen können, auch wenn Sie bis dahin noch keine MFA für Ihre Benutzer implementieren konnten. Sie werden nicht daran gehindert, ihre Arbeiten wie erforderlich und gewünscht zu erledigen. Seien Sie sich jedoch bewusst, dass der Zeitpunkt sehr bald kommen wird, an dem dies ein fester Bestandteil Ihres Anmeldevorgangs sein wird. Die Option zur vorübergehenden MFA-Deaktivierung wird dann sowohl für Benutzer als auch für Administratoren endgültig abgeschaltet werden.1   Warum MFA heutzutage wichtig ist und diese Zusatzabsicherung nicht mehr fehlen darf? Industrie-, Wirtschaftsspionage oder Datendiebstahl sind längst...

Multi-Factor Authentication with Salesforce – Are You Ready?

    The Key Considerations to Keep in Mind About the MFA Requirement for Salesforce There's been a big change for Salesforce users in the recent weeks. Let’s take a look at how the MFA (Multi-Factor Authentication) requirement affects customers and what you need to keep in mind since this requirement has come into place in February 2022. The New MFA Requirement As of February 1st, 2022, all Salesforce customers must ensure MFA to access Salesforce products. This is covered under the Salesforce Trust and Compliance Documentation and is a contractual requirement from this date. As you may have noticed, as of February 1, you are not blocked from logging in or accessing Salesforce products. Even if you have not been able to roll out MFA to your users by this date, they can continue to do their work as needed. Get Compliant Now Users have been notified throughout the last year...

Salesforce + Slack: Let’s cut through the noise

Author: Julien Le Dantec - Salesforce Consultant & Cloud Futura Sales Engineer

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