Why Choosing a Salesforce Consultancy is the Best Decision for Your Business

Implementing Salesforce can transform your business operations, but navigating the complexities of setup and customization requires expertise. Here are the top reasons why opting for a Salesforce consultancy makes sense:

1. Tailored Solutions to Your Needs

Salesforce consultancies excel in customizing the platform to meet your specific business requirements. From tailored workflows to integrating a large library of third-party systems, they ensure Salesforce enhances your processes efficiently.

2. Expertise and Experience

Consultancies bring certified experts with extensive experience across various industries. Their knowledge of best practices ensures your Salesforce implementation is efficient and aligned with industry standards.

3. Comprehensive Training and Support

Beyond implementation, consultancies provide thorough training specific to different user roles within your organization. This equips your team to leverage Salesforce effectively. They also offer ongoing support, ensuring your system remains optimized.

4. Focus on Core Business Activities

Outsourcing Salesforce implementation allows your team to focus on core business activities without being bogged down by system complexities. This enhances productivity and operational efficiency.

5. Cost-Effectiveness and Faster Time to Market

While an initial investment, using a consultancy saves costs in the long run by avoiding mistakes and ensuring quicker deployment. Their efficient processes and expertise lead to a faster time to market, accelerating ROI.

6. Strategic Guidance and Scalability

Consultancies offer strategic advice to align Salesforce with your business goals. They design scalable solutions that grow with your business, adapting to future needs and ensuring long-term success.

Conclusion

Choosing a Salesforce consultancy streamlines implementation, enhances system effectiveness, and provides ongoing support, all crucial for maximizing the ROI of your Salesforce investment. By leveraging their expertise, businesses can achieve a seamless transition to Salesforce, driving growth and operational efficiency.

DLH Salesforce Consulting

At DLH Salesforce Consulting, based in Overland Park, Kansas, we specialize in implementing and administering tailored Salesforce solutions. With over 400 successful implementations across sectors like Health, Finance, Medical, and Logistics, our expertise spans integration, development, and customization. We transform complex workflows into streamlined processes, enhancing your firm's efficiency and client engagement.

Contact DLH Salesforce Consulting for a free consultation by filling out our Contact Form or emailing us at david@highfillservices.com. Start using Salesforce today and see your efficiency and engagement soar.

Maximize Your Law Firm’s Potential with Salesforce Integration

Salesforce integrations have consistently proven to help companies across various industries enhance sales, improve efficiency, and maximize business capabilities. The power of Salesforce extends far beyond a single sector, offering transformative potential for law firms as well. In this blog, we will explore the many capabilities of a customized Salesforce CRM and how it can revolutionize your law firm's operations. Traditional methods of managing client information, cases, and billing processes often fall short, leading to lost productivity and missed opportunities. This is where Salesforce, implemented by our expert team at DLH Salesforce Consulting, can make a significant difference.

Streamline Your Operations with Customized Salesforce Solutions

At DLH Salesforce Consulting, we understand the unique challenges law firms face. Our custom Salesforce solutions are designed to address these challenges head-on, providing a seamless and efficient approach to managing your complex workflows.

Key Features and Benefits:

Home Page Efficiency: Our customized home page provides quick access to essential features and quick links, making it easy to find the most important information. From a comprehensive dashboard overview to client management and billing summaries, everything you need is at your fingertips.

Detailed Matters Page: The Matters page serves as a central hub for all case-related information, ensuring meticulous organization and easy accessibility. When creating a new matter, you can classify your case as Criminal, Family, or Professional License, which will automatically generate all necessary fields and tasks based on your selection.

In addition, the Matters page features the Assemblage Button, located right next to the "New" button, which simplifies the invoicing process. With just a click, the Assemblage Button generates invoices for billable hours, notifies the admin, links the invoice to the relevant matter with a PDF record, and optionally informs the client. This automation ensures accurate and timely billing, enhancing financial management and streamlining your firm's operations.

Playbooks for Key Events: Our playbooks tab features an essential organizational tool that revolves around key events such as trials, hearings, or client meetings. By setting the date of the key event, the playbook automatically generates all tasks that need to be completed before and after the event, ensuring thorough preparation and follow-up. Automated reminders via email and text messages keep your team on track and efficient.

Reports: Generate detailed reports to analyze performance and metrics. Our Reports page allows you to create customized reports that provide insights into various aspects of your law firm's operations. Whether you need to track case progress, monitor billable hours, or evaluate financial performance, the Reports page offers a wide range of templates and customizable options. You can generate real-time reports on client activity, staff productivity, and revenue streams, ensuring you have the data you need to make informed decisions. Additionally, our advanced analytics tools help you identify trends, spot potential issues, and optimize your processes for maximum efficiency.

Additional Features:

• Timekeepers: Monitor and manage timekeeper activities and billable hours.

• Invoices: Create, view, and manage invoices with ease.

• Rate Groups: Configure and apply rate groups for billing purposes.

These features can be customized to fit the specific needs of your law firm, ensuring that your Salesforce CRM is built out to support your unique business processes and objectives.

Conclusion

By integrating Salesforce with your law firm’s operations, you can achieve greater efficiency, accuracy, and productivity. Our team at DLH Salesforce Consulting is here to help you every step of the way, from initial setup to ongoing support. If you’re ready to revolutionize your law firm’s operations, contact us today to learn more about how our customized Salesforce solutions can benefit your practice.

DLH Salesforce Consulting

At DLH Salesforce Consulting, based in Overland Park, Kansas, we specialize in implementing and administering tailored Salesforce solutions. With over 400 successful implementations across sectors like Health, Finance, Medical, and Logistics, our expertise spans integration, development, and customization. We transform complex workflows into streamlined processes, enhancing your firm's efficiency and client engagement.

Contact DLH Salesforce Consulting for a free consultation by filling out our Contact Form or emailing us at david@highfillservices.com. Start using Salesforce today and see your efficiency and engagement soar.

How to Implement First Touch Indicators [2024]

In today's fast-paced sales environment, efficiency is key. Reaching out to potential customers quickly can be the difference between securing a lead and losing it to a competitor. That's where the automated first touch indicator flag comes in. This innovative tool not only streamlines your sales process but also significantly reduces the time to first contact. In this blog, we’ll explore how implementing a first touch indicator flag can enhance your sales strategy, boost your team’s productivity, and ultimately drive higher conversion rates. Additionally, we provide a detailed guide on how to implement this tool effectively. Read on to discover how this simple yet powerful addition can revolutionize your approach to customer engagement. 

What is The First Touch Indicator?

The first touch indicator is a dynamic flag system that uses three colors—green, yellow, and red—to visually represent how quickly a first contact is made with a lead. This indicator can be tailored to the specific needs of the user. For example, you can customize the time thresholds for what is considered a prompt response (green) versus a delayed one (red). Additionally, the system can be configured to ensure that the first touch is a manual interaction rather than an automated email. The guide below provides a detailed example of how to implement this feature effectively. 

Steps to Implement a First Touch Indicator 

1. Access the Flow Builder Interface: Begin by navigating to the Salesforce Flow Builder interface. This tool allows you to create and manage automated workflows. 

2. Create a Record-Triggered Flow: Set up a new flow that is triggered by changes to lead records. Specifically, you want this flow to activate when a lead's record is either created or updated. 

3. Collect Related Records: Use the flow to gather all relevant records associated with the lead. This may include interaction history, communication logs, or any other pertinent data that can help in determining the nature of the first touch. 

4. Split the Flow Based on Touch Type: Add a decision element to the flow to split the path based on whether the first touch was automated or manual. This can be determined by checking specific fields or attributes in the lead's interaction history. 

   1. If the First Touch is Automated: If the first touch was made via an automated email or another automated system, the flow should take no further action. This path ensures that automated touches do not affect the flagging system. 

   2. If the First Touch is Manual: If the first touch was a manual interaction (such as a phone call or personal email), proceed to the next step. 

5. Update Lead Records: For manual touches, update the lead's record to include the time of the first touch. Additionally, set the flag to the appropriate color (green, yellow, or red) based on the time elapsed since the lead was created or updated. 

   1. Green Flag: Indicates a prompt response within the defined optimal time frame. 

   2. Yellow Flag: Indicates a moderate response time, suggesting a delay but still within an acceptable range. 

   3. Red Flag: Indicates a delayed response, highlighting that the first touch took longer than desired. 

6. Finalize the Flow: Ensure that all necessary updates to the lead record are completed, and then save and activate your flow. Test the flow with sample records to confirm that it triggers correctly and updates the flags as intended. 

Above is a sample of what the final implementation would look like on Salesforce

Conclusion

Implementing a First Touch Indicator can revolutionize your sales process by ensuring timely and effective communication with potential customers. By following the steps outlined in this guide, you can set up a dynamic system that flags lead interactions based on response times, helping your team prioritize and manage their outreach more efficiently. Whether it's customizing time thresholds or distinguishing between automated and manual touches, this tool offers flexibility to meet your unique needs. Start using the First Touch Indicator today and watch as your sales efficiency and customer engagement soar.

DLH Salesforce Consulting

At DLH Salesforce Consulting, based in Overland Park, Kansas, we specialize in implementing and administering Salesforce solutions tailored to your business needs. With successful implementations for over 400 companies across diverse sectors like Health, Finance, Medical, and Logistics, our expertise spans from integration to development. For a free consultation, fill out our Contact Form or email david@highfillservices.com. Start using the First Touch Indicator today and watch as your sales efficiency and customer engagement soar.

Digital Transformation - A Top Priority

2022 will be a crucial year for many organizations as a result of unprecedented global, supply chain, and market instability. In the boardroom, cutting expenses and improving efficiency are more important than ever. The automation and efficiency that cloud technology may bring constitutes an obvious option for businesses who are under pressure to find solutions.

It's a difficult period, and many businesses have never had to deal with so many problems at once. But there are similarities between the beginning of the epidemic and this fresh round of international controversy. We may draw lessons from the earlier situation when some businesses were able to take quick action, develop a long-term digital strategy, and emerge stronger.

The Importance of a Digital Strategy

We learned from the pandemic that a lack of a digital strategy, equals no strategy. Throughout the pandemic, digital transformation intensified, and those businesses that were able to quickly change course thrived.

According to research, "leader" companies increased their tech spending in 2020 and 2021 and as a byproduct are currently expanding five times faster than companies that neglected digital transformation.

Additionally, it was discovered that during the pandemic, a new class of organizations shifted their business model and targeted more than twice as many functions for digital transformation. They are currently expanding four times as quickly. 

Today's leaders are taking advantage of the ongoing opportunity by investing in technology as a means of increasing efficiency and profitability, fostering innovation, and securing competitive advantage.

Industry Wide Change

Plans for technology investments are becoming an increasingly important part of corporate strategy as they shift to a more balanced emphasis on growth and cost-savings. It's a change being noticed in companies from every sector.

Major international manufacturers and retailers are using AI and machine learning to rethink supply chain management, to control growing supplier pricing efficiently, and to figure out how to best fulfill customer purchasing preferences.

Automation through the cloud is revolutionizing the customer experience in the financial services sector, as many firms are realizing the urgent need to upgrade both front and back ends of their systems, or lose business.

The same is true for the public sector as a whole; very recently would anybody have dreamed that we would be interacting via SMS or self-servicing through chatbots. Governments' ability to interact with their constituents has been completely changed by digital platforms, and this trend is only going to grow. Governments have witnessed firsthand the potential of what technology can accomplish for them and their citizens: offering high quality digital services, increasing efficiency and cost effectiveness.

To be competitive in this market, businesses must deliver outstanding client experiences with every engagement. They also need to see a return on their technology investments in the form of increased production, efficiency, and resilience. As their digital platform, many businesses are using Salesforce and Customer 360.

We can't be pessimistic about the economy. Every level, every department, and every process must reevaluate how we approach efficiency. By doing this correctly, we may develop our agility and improve our ability to adjust to the unpredictable future. Long-term success opportunities will indeed emerge from this.

Salesforce x MuleSoft

The Problem

Over the last few years especially, companies have relied on IT to brace an extensive transformation to remote working. Over the last year IT professionals have been asked to deliver up to 50% more projects than before the pandemic. This massive increase in workload with only a slight increase in budgets has led to a growing IT delivery gap. 

In 2022 digital transformation is no longer a preference, it is required for companies to succeed. Consumers expect a fast, simple, and on-demand digital experience or their interest will move on elsewhere.

The IT delivery gap widens when there are more digital transformation initiatives that need to be implemented. Most companies still have trouble striking this balance. Understanding how integration fuels digital transformation is the fundamental building block for overcoming this enormous issue. Bring in MuleSoft.

What is MuleSoft?

MuleSoft has been part of the Salesforce family for more than two years. It’s been helping companies reach digital transformation by quickly and simply intertwining all their business systems.

Customers want personal and connected communication. They don’t want to see the intersections of departments and systems. Application Programming Interfaces (APIs) like MuleSoft make it simple to link any application, data, and device, enabling businesses to change and innovate efficiently. 

APIs serve as messengers, taking requests from users and inform the system what the user wants to accomplish before sending the results. APIs used by organizations have major benefits, including improved creativity, self-service, and productivity.

MuleSoft makes it simple to connect the information in order to provide a single perspective of the customer and automates company operations to create a connected user experience. Each integration becomes a reusable component by employing a modern API approach. Organizations are not only able to expedite IT delivery, but also deliver innovation at scale.

How Salesforce and MuleSoft can be used together

To get the complete power of Customer 360, MuleSoft can link any system, application, data, and device. Customers can expedite digital transformation thanks to the combined strength of Salesforce, the leading CRM, and MuleSoft, the leading integration platform.

MuleSoft and Salesforce enable businesses to quickly build distinctive, connected experiences by unlocking data across systems, building scalable integration building blocks, and more. The opportunities for integration across various integration patterns, Salesforce products, and outside systems are infinite. Businesses are able to achieve a full, single, customer view in Sales Cloud and Service Cloud by integrating siloed third-party systems and connecting Salesforce Customer 360 with legacy sources to synchronize order, invoice, and product information, among others.

The results are self-evident. According to Forrester, MuleSoft users get over 400% percent ROI in just three years and are able to free up 90% of the time spent by developers on managing APIs and integrations.

Dreamforce 2022 - Here's What to Look For

What is Dreamforce?

Dreamforce is Salesforce’s annual flagship conference, and a highlight for many Salesforce professionals every year. It’s an event that attracts tens of thousands of Trailblazers to The Golden City every fall. Dreamforce consists of countless networking opportunities, workshops, parties, and even famous musical headliners.

At its root, Dreamforce aims to bring the Salesforce ecosystem together to share and learn. The conference inspires attendees to share stories and celebrate their success at one of the largest global tech events. With over 150,000 attendees, as well as sessions and presentations from innovative keynote speakers, you can expect to enjoy a host of groundbreaking Salesforce additions and updates.

Who is Dreamforce for?

This conference is for everyone working in the Salesforce ecosystem. From Admins, architects, developers, Trailblazers, to newbies across every industry and team around the globe.

When and Where?

San Francisco, or “The Golden City,” has been the official home of Dreamforce since its creation in 2003. Dreamforce takes place in the fall each year. This years conference has been set to go down September 20th - 22nd. Although registration is not available until July, be prepared, as tickets sell out fast.

‘Early bird’ pricing will be available in July, with tickets starting at $1300. Some details that have already been made public include:

• 30,000 on-site attendees & 120,000 online participants

• 1400+ breakout sessions

• 25,000 allocated square feet for booths

Dreamforce 2022 will be offering global access with a mixture of on-demand and live events via Salesforce+. So don’t worry if you miss out on tickets, you can still take part in the action online. Salesforce+ is a great resource to get access to free original series, episodes, and more.

What to Expect

This years full itinerary will be released closer to the event but this is what you can expect from Dreamforce 2022:

• Primary Keynote: This is where you will be exposed to all about the latest and greatest Salesforce announcements.

• Dream Pitch: In a Shark Tank style competition, Entrepreneurs will pitch their innovative ideas, with the winner taking home a cash prize.

• True to the Core: An inspiring discussion led by industry pioneers. This Q&A is your opportunity to ask Salesforce execs anything Salesforce.

• Interviews: Some previous high-profile interviews include Barack and Michelle Obama, David Beckham, and even recent NBA Finals MVP Steph Curry.

• Dreamfest: Who doesn’t like to party? If you need a break to take in all the new and exciting information, you can take part in the legendary “Dreamfest”. It has been headlined by some of the worlds biggest acts, including Metallica, The Foo Fighters, and the Killers. You might even get lucky and catch artists like Flo Rida and Macklemore.

Next Steps

Keep an eye on the Salesforce website, as they will for sure be releasing more information soon. Whether you participate in person or online, Dreamforce is an event that you don’t want to miss.

Sales Cloud Unlimited - NEW AI Powered Analytics and Automation

The New Salesforce Unlimited Edition

Salesforce Sales Cloud Unlimited is the complete tech package where AI intelligence, automation and analytics are offered as standard to the higher tier Sales Cloud orgs. If you’ve read about Sales Cloud Unlimited you might find that most of the features seem familiar. The key difference is they are now packaged as one subscription, with one price.

Sales Cloud Unlimited is comprised of five main components:

1. AI solutions, powered by Einstein Activity Capture and Sales Cloud Einstein.

2. Subscription Management for Revenue Cloud.

3. Revenue Intelligence for Industries.

4. Conversation Insights, Salesforce Inbox, and Sales Engagement together.

5. Sales Cloud for Slack.

1. AI Solutions

Built-in AI solutions powered by Sales Cloud Einstein and Einstein Activity capture come as standard. Einstein delivers millions of recommendations daily that bring insight to every sales rep.

The list of AI solutions include:

• Lead Scoring and prioritizing follow-up actions based on the lead converting likelihood.

• Automated contacts.

• Forecasting.

• Recommended Connections.

• Email Insights - Captures the most relevant customer interactions.

• Pipeline Inspection - provides a consolidated view of pipeline metrics, opportunities, weekly changes, close date predictions, and activity info.

• Einstein Conversation Insights.

2. Subscription Management for Revenue Cloud

Subscription Management allows you to manage subscriptions from any self-service channel - buy, pay, renew is now all in one convenient place. It also allows you to manage the complete subscription journey from product to cash. See metrics for insights into your recurring business.

Subscription Management integrates e-commerce, in-app, or any other self-service touchpoint, allowing companies to offer self-service options based on their customers wants and needs.

Lastly, Einstein allows companies to prioritize collection efforts by predicting the likelihood of late or non-payments, as well as recommending the best action to establish consistent revenue streams.

3. Revenue Intelligence for Industries

Versions of Revenue Intelligence for each industry:

• Financial Services Cloud Intelligence

• Energy & Utilities Cloud Intelligence

• Consumer Goods Cloud Intelligence

• Manufacturing Cloud Intelligence

• Communications Cloud Intelligence

4. Conversion Insights, Salesforce Inbox, and Sales Engagements

Provides a unified selling experience with process automation and call coaching to assist reps appear as trusted advisors and drive company growth.

5. Sales Cloud for Slack

Sales Cloud for Slack allows teams to automate deal status updates to team members, seamlessly maintain current records in Salesforce to nourish pipeline analytics, and make it easy to collaborate in real-time across various teams to close deals in a timely manner.

To wrap up, Sales Cloud Unlimited is a “relaunch” of its flagship CRM Product. The tools reflect Salesforce’s philosophy to look at the top 10 things reps spend their time doing manually, and automate as many as possible in order to give them more time for selling. The Sales Cloud Unlimited subscription fees will not increase at this time and remain $300 per user, per month.

Thank you for reading about the new and improved Sales Cloud Unlimited Edition. You’re welcome back anytime to learn more about whats new in the Salesforce Ecosystem.

The Hottest Out-of-the-Box Tool Available - Salesforce Flow

What is Salesforce Flow?

Salesforce recently announced that Workflow and Process Builder are being retired in favor of Flow. The demand and curiosity towards this new functionality has seen a radical increase in the Salesforce ecosystem. In simple terms flows are your new best friend. What exactly is Salesforce Flow?

Flow is an automation tool that can support a wide variety of business processes. Compared to WorkFlow Rules or Process Builder, Flow offers vast capabilities and improved performance:

• Better performance all around, as well as the ability to refine and streamline high-volume automation via features like Run Asynchronously, Fast Field Update (Before Save), and Entry Conditions.

• Better error handling, troubleshooting, and debugging.

• Remarkable extensibility with Invocable Actions and Sub-Flows. Package up bits of automation, wither in Flow itself or in Apex, for re-use around your org to create building blocks to empower more admins and standardize common interactions.

There are quite a few types of Flow, which you can see highlighted below. Salesforce has done a great job of including a short explanation for each type directly in the Flow Builder to help you make the right choice before beginning the build. You can find more information on each type in the official documentation.

What is a Salesforce Screen Flow?

Screen flows provide a way to guide users through a business process; they provide instructions or call scripts, prompt users to populate certain fields, and perform actions behind the scenes such as Record Create or Record Update. Your users will move through a series of screens that you have created - all without having to write a single line of code. Screen flows are user friendly, especially when building from scratch without being an experienced developer.

A single Salesforce Flow can have multiple screens. These display screens will sit on your Flow canvas alongside your other elements. You can find out more about each element here.

The components panel on the left contains the items available to be displayed on the screen element. This is where you will find standard components such as a checkbox, picklist, and text, as well as custom components that have either been developed internally or come from managed packages. Some useful components are:

• EMAIL - This is very helpful when an email address is required from the user running the screen flow.

• TOGGLE - This component is fun for the user experience within a screen flow as it can replace a checkbox or a picklist.

• FILE UPLOAD - This will allow users to import files directly through the screen flow. It’s especially useful as users won’t have to navigate to other pages to upload files.

A screen flow is appropriate if a process can be broken down into steps that require user input and it should be displayed for users based on record criteria or on previous choices in the flow.

A Salesforce Screen Flow can be useful to a variety of different types of users and teams. One of the most common examples is using a screen flow to collect data in order to create a record.

Now that you have become familiar with Salesforce Screen Flow and with Flow basics, it’s time to get your hands dirty and make the switch from Workflow Rules and Process Builder. Be sure to stay up to date on all the new functionalities available to you in Salesforce.

Sales Cadences: An In Depth Look

One of the most important features of Salesforce’s High Velocity Sales package is the “Sales Cadence” feature.  In today’s post, we are going to take a deeper look into Sales Cadences, what’s possible in your cadence, and how it helps increase rep productivity and prioritize their tasks.

For reps who only manage a handful of leads, the Sales Cadence feature may not be quite as relevant.  Whereas those reps who are assigned a larger amount of leads, will find Sales Cadences as a lifesaver.  Most sales managers don’t want their reps focusing too much of their time tracking where each prospect is in the outreach process. Figuring out next steps for each prospect by looking at their Activity Timeline just doesn’t scale.  With Sales Cadences, you can configure several different outreach playbooks to assign to your new leads easily & quickly.  Once enabled, your reps will no longer need to spend time figuring out which reps need immediate attention, as the assigned Cadence will tell them that automatically.

Reps will start their day opening up their Work Queue, which is a prioritized list off all the tasks that are pending based off of where a lead is in their cadence.  Some leads may be due for a follow-up email, while others need to be contacted via a direct call.  All of these tasks are listed in the Work Queue.

Now that you have the tools to build out a Sales Cadence, the team needs to identify the best sales approach to apply to the cadence.  Here are some examples of how Sales Cadences can be listed out:

Contacts at Strategic Accounts

For your most important accounts, consider calling every two days.

1.     1.Call

2.     Wait 2 days

3.     Call

4.     Wait 2 days

5.     Call

6.     Repeat

Contacts at High Priority Accounts

For your important but not your most important accounts, consider calling every 25 days.

1.     Call

2.     Wait 25 days

3.     Call

4.     Repeat

Contacts at Average Accounts

For your medium to low-priority accounts, consider calling every 50 days.

1.     Call

2.     Wait 50 days

3.     Call

4.     Repeat

Leads with High Lead Score

Leads that Einstein Lead Scoring found have a high likelihood of converting get higher lead scores. For these leads, consider a more aggressive outreach.

1.     Call

2.     Wait 2 hours

3.     Call a second time. If the lead doesn’t answer, leave a voicemail and send an email.

4.     Wait 2 days

5.     Call

6.     Wait 2 days

7.     Call. If the lead doesn’t answer, leave a voicemail and send an email.

8.     Wait 2 days

9.     Call

10.  Wait 2 days

11.  Call

Repeat until the target is reached or the lead score falls below your chosen threshold for well-qualified leads.

Leads with Low Lead Scores

For leads that Einstein Lead Scoring found have a lower likelihood of converting, consider a less intensive outreach.

1.     Call

2.     Wait 2 hours

3.     Call a second time. If the lead doesn’t answer, leave a voicemail and send an email.

4.     Wait 2 days

5.     Call

6.     Wait 4 days

7.     Call. If the lead doesn’t answer, leave a voicemail and send an email.

Here is a sample image of how the Cadence would look built out in Salesforce.  As you can see, its interface allows you to easily add/remove/modify additional steps within the process:

Community Cloud now the “Experience Cloud”

One of Salesforce’s most popular cloud products has recently changed names from its well known name of “Community Cloud” to “Experience Cloud”.  With that name change, comes other changes to terminology, documentation & tools used to build your Community portal.  The main user interface will be simplified & all the settings are set to stay in the same place, to ease of the strain of the transition.  The name change was brought about to better reflect the many types of connected digital experiences you can create—including portals, websites, help centers, forums, and mobile apps.

Terminology appears to be the biggest change, for example: Whether you’re creating a forum, portal, or any other type of digital experience, at the most basic level, you’re building an online site. So instead of saying community, which primarily connotes a forum where people interact with one another, we now use the term site in much of the user interface and documentation.

Here is a rundown of the terminology changes deployed by Salesforce:

From the User Interface perspective, you’ll notice that you will need to access “Digital Experiences” and “All Sites” to access your previously labeled Communities:

The other items in the Digital Experiences menu are also simplified, but all settings and items contained in this area remain the same. And, as appropriate, we replaced community with site or Experience Cloud site in Experience Workspaces, Experience Builder, and other areas of your org.  Our team is well versed in the “Experience Cloud” features, and here to help your team grow your digital experience for your customers!