Issue with role hierarchy reporting in Lightning

If an Org has two nodes immediately below the prime node there is an issue with including all records owned by users in these two nodes.

Under the prime node CDV there is a CEO and a Co CEO node.

role hierarchy

When defining the scope of records in a report filter the prime node, CDZ, cannot be selected.

report role selection

A choice has to be made between one or the other CEO node.

report two nodes

This is not a problem in a list view since all opportunities can be selected in the record scope without having to choose a node other than the prime node as is the case for reports.

The workaround is to either use a list view or create the report in Classic where all opportunities can be selected. Note that if you edit the report in Lightning after it has been created in Classic it will assume the above behaviour and the report will be limited to the first CEO node.

Update (4th Nov 2018): This is a known issue and will be fixed in a Winter ’19 patch

Getting started with CRM

1. Pick 3 burning issues to fix / improve or new initiatives to generate value. What is important is having a clear picture of the full vision and selecting a technology stack which will support adding functionality as required.

2. Identify metrics to measure the benefits for e.g. increase conversion of website visitors by x percent, decrease admin time to process sales by x days, etc. Start with a baseline measure even if it is an estimate. Build dashboards and reports which can readily show the improvement in the metrics.

3. Identify one person or team to drive and deliver the implementation. Has the mandate to make decisions or can easily get to decision makers.

When it comes to managing the overall change:

4. Ensure that the leadership team is fully bought-in and understands the impact of the new system on the ways of working (the change will not only be a system change but will require changes to processes and how people work)

5. Make the case for change and ensure that it is commonly understood (the why, what, how, etc) across the organization. Most people would agree that emails and spreadsheets are not the most efficient way to work but changing well-established habits and getting someone to log onto a new system and do a task differently requires change effort. Must have a clear answer to the question ‘What’s in it for me?’

6. Don’t underestimate the need for training and communication. These are just as important as the technology and directly lead to better adoption of the system.  

Zaheer Ismail

Why innovation challenges us

Through evolution our brains have developed to recognise and assimilate patterns as shorthand for dealing with what we perceive as reality. As we go through life our experiences are hardwired as knowledge to allow us to react to external happenings without having to rethink our responses to every similar event which we have already have experienced.

Innovation requires us to forget, in a sense, what we know and look at problem solving from a new and fresh perspective. This is similar to children who are ‘unencumbered’ by the hardwired and previously assimilated responses which often prevent us from identifying or appreciating novel innovative solutions.

Zaheer Ismail

Getting the most out of your CRM application

Key areas to focus on when implementing or improving a CRM system.

  • What CRM-related problem are you trying to solve? Focus on these rather than all available features
  • How will you incent employees to use the CRM system, you need to answer the ‘What’s in it for me?’ question
  • Who will sponsor and continue to back and promote the project?
  • Is the application easy to use? especially compared to what is currently being used?
  • Is there an adequate training and refresher program in place?
  • How will you ensure that the data will be kept current?
  • What other systems and tools can be integrated with to make it more useful? Email and calendar tools, accounting, human resources, social media, etc
  • Is the CRM application accessible via a mobile device?
  • Think about how would you analyse the data in the application using Analytics tools to improve customer satisfaction, pipeline conversion, customer engagement, etc

Zaheer Ismail

News highlights this week (23/11/2014)

New capabilities for the Analytics Cloud

Salesforce.com’s Analytics cloud a.k.a Wave is aimed at a broader subset of business users beyond sales and marketing professionals, designed with a mobile-first experience for downloading data from any source.

Wall Street stalwarts such as Dun & Bradstreet and Thomson Reuters will be funneling in their data while Silicon Valley players such as IBM, BlueWolf and SnapLogic will follow up data integration capabilities — all for making sure more crunched analytics and insights are available for new and future enterprise mobile apps.

Four big data essentials for start-ups

Big-data products are generally targeted at large enterprises, and for good reason. They can be enormously expensive to initiate and operate, and therefore out of reach for the average startup or small business.

That’s changing, but fledgling firms need to answer some hard questions before embarking on a data-driven strategy. These include: Do I need a big data system? And what insights do I hope to gain from it?

Cloud computing adoption continues to accelerate in the enterprise

A recent study by IDG found that 69% of enterprises have either applications or infrastructure running in the cloud today, up 12% from 2012. The IDG Enterprise Cloud Computing Study 2014 found that cloud investments have increased by 19% in large-scale enterprises (1,000+ employees) spending on average $3.3M a year. In 2015, 24% of IT budgets will be allocated to cloud solutions, with the highest percentage being allocated to SaaS models.

This week in CRM (17/02/2014)

CRM and related strategies and technology news from the past week featuring Gartner’s take on growth in the CRM industry and importance of data.

SAP aims to redefine CRM software

SAP intends to be the leading CRM software vendor soon, as it offers companies an integrated experience, based on the HANA in-memory technology, that extends into the e-commerce space.

5 Reasons Customer Relationship Management Is Still Hot

Gartner notes that it expects CRM spending to remain steady after three years of substantial investment driven by five established and emerging areas of technology. Those areas include:

  • Social
  • Mobile
  • Big Data
  • Cloud
  • Internet of Things

Turn Big Data into Smart Data: You’ll Have Happier Customers

The true power of big data, he explains, lies in creatively using advanced analytics to transform that ‘big’ data into ‘smart’ data and actionable business intelligence.

Does Your Company Need a Chief Data Officer?

As the name suggests, a chief data officer is responsible for governing enterprise data and leveraging customer data as an asset. That means overseeing how data is collected, analyzed, and secured.

The top 10 customer relationship management services

All the usual suspects and a couple of newer vendors.

This week in CRM (07/02/2014)

CRM and related strategies and technology news from the past week featuring new CEO for Microsoft and SAP’s cloud push.

Is SAP Jam Where Enterprise Social Is Headed?

The platform is currently integrated with SuccessFactors’ HCM Suite of applications, SAP CRM and SAP Cloud for Customer, SAP Cloud for Financials, the SAP Business Suite, BusinessObjects business intelligence apps and talent management and learning 

The Future of Dynamics in a Nadella-led Microsoft

Microsoft’s Dynamics ERP and CRM product lines seemed safe immediately following former CEO Steve Ballmer’s sweeping reorganization of the company last year. But now that longtime Microsoft executive Satya 

SAP’s McDermott Plans for More Client Revenue as Cloud Grows

Walldorf, Germany-based SAP’s competitors Oracle Corp. (ORCL:US) and Salesforce.com Inc. (CRM:US) are also vying for sales among businesses that don’t want to manage and update their software and prefer to outsource the job to the companies that 

Personalized Customer Engagement: How to Get Started

Financial and transactional information from SAP ERP systems are usually in one place, and the sales histories from SAP CRM systems are in another. Seamlessly integrating these systems with the SAP BCM Contact Center gives agents comprehensive 

When CRM Goes Social

He describes how the company rewired its customer relationship management (CRM), first by launching SAP CRM to track customer requests in real time, and then more recently by integrating it with blogs and social sites. “Last year, we resolved 2,450 

Will 2014 be SAP’s year of the cloud?

However, Hagemann Snabe told investors at a Morgan Stanley conference in Barcelona back in November 2013 that he doesn’t expect “enormous impact” for SAP in the cloud, even by 2015. A few days later, vice president of cloud strategy at SAP…

This week in CRM (31/01/2014)

CRM and related strategies and technology news from the past week

Oracle now gunning for Amazon, Salesforce

Database management system’s company Oracle Corp. is no longer interested in competing against rivals IBM Corp. and SAP AG, it’s now after the like cloud giants such as Amazon and Salesforce.com. Larry Ellison, CEO of Oracle, was answering questions 

Oracle’s Hurd: A ‘Once-In-A-Career Opportunity’

Mark Hurd explains Oracle’s strategy on cloud, marketing, innovation, and those pesky startup rivals. …. In that time, most of the company’s 20 or so acquisitions have been cloud-based, including RightNow (CRM software), Taleo (talent 

Everything’s moving to the cloud, even ERP.

CRM Watchlist 2014: For the 1st time ever: The Watchlist Elite, Part I

Today begins the CRM Watchlist 2014 reviews. The Elites get first dibs on the discussion – up first the vendor generalists – Salesforce.com and Microsoft.

Why LinkedIn is the King of Contacts for Sales

LinkedIn is a goldmine for getting to know prospects before a meeting. Instead of walking into a meeting cold, you can find out a client’s work history, how long they have been in their role, where their role sits within the company hierarchy, where they went to school, personal and professional interests – even whether you back the same sports team.

Did NSA Use Angry Birds or Other Apps for Spying?

One of the first revelations by Edward Snowden, a former contract employee of the National Security Agency, involved the NSA’s use of popular services for data gathering. Among these services were Facebook and Gmail, which the NSA had been using since 2007 to obtain information on people around the world. Now, new information reportedly released by Snowden shows the NSA also tapped into mobile apps like Angry Birds and Twitter to collect data.

This week in CRM (25/01/2014)

CRM and related strategies and technology stories that caught our eye this past week.

FBI: Era of Big Data = Era of Big Data Thefts
The hacking of Target servers to obtain millions of passwords and credit card numbers may have been the most successful data breach in U.S. history, but the worst may be yet to come, warns the FBI.

Microsoft is still an enterprise software company (And that’s ok.)
Commercial “other,” meaning Enterprise Services, Office 365, Azure and Dynamics CRM Online: $415 million. Yes, it’s still early days in Microsoft’s transition to a devices and services company. But it’s still worth noting what’s missing from both the 

Salesforce: Pinning CRM Strategy to ‘The Internet of Customers’
Salesforce.com’s strategy is for Salesforce1 to fuel a golden age in enterprise apps by acting as a platform upon which enterprise customers and independent software vendors can develop and run new apps that are fully integrated into the Salesforce …

Lessons from the death of a tech Goliath
Seven years had passed since Oracle acquired Siebel, which created the customer relationship management (CRM) business, now dominated by Salesforce (CRM). I was the head … SAP (SAP), Oracle, and IBM (IBM) suffered through the recession as well.

The 2014 CRM Watchlist Award for Lifetime Achievement goes to….
The 2014 CRM Watchlist reviews start here. We begin them with the Lifetime Achievement Award winner for this year – Amazon.com. They are kind of obvious to me at least, but let