Mint® Moments – January

Small Change, Big Impact

Sometimes the most powerful solutions aren’t the flashiest they’re the ones that quietly remove friction from everyday work. This month, we’re spotlighting a solution we built for a client facing a common but costly challenge: Tasks were being assigned to Queues, yet users had no easy way to view those tasks alongside the ones assigned directly to them. The result? Missed visibility, extra clicks and unnecessary time spent hunting for work that should have been front and centre.

Our solution brought everything together in one simple, elegant view. We created a My Tasks experience that shows users not only the Tasks assigned to them personally, but also the Tasks sitting in any queue they belong to. One place. One view. Total clarity.

On the surface, it may seem like a small change but in practice, it’s a big step forward for efficiency and effectiveness. Teams no longer waste time navigating between lists or worrying about what they might be missing. Managers gain confidence that nothing is falling through the cracks. And users can focus on what really matters: getting the right work done at the right time.

It’s a reminder that meaningful transformation doesn’t always come from sweeping change. Sometimes, it comes from solving one practical problem really well and letting that improvement ripple through the entire organisation.

Want the same clarity for your teams? Let’s talk about how we can implement the My Tasks experience in your org.

How Mint® helped PillTime make delivery logistics simple and reliable with Salesforce®.

In a recent case study, Mint® partnered with PillTime to solve a major operations challenge: tracking and managing deliveries across multiple carriers. Before this project, PillTime’s teams were juggling spreadsheets and third-party tools to keep an eye on shipments – a slow, manual process that made it hard to know what was happening at any moment.

Mint®’s solution was to embed Shipmate directly into Salesforce®, giving PillTime a single place to see and manage deliveries without switching between systems. This meant the team could instantly check the status of any delivery, work with multiple carriers seamlessly and get automated updates when things changed.

The results were clear and impactful:

• One central view of shipments inside Salesforce®, cutting out manual tracking.

• Support for multiple delivery partners, giving flexibility and resilience.

• Automated notifications for staff and patients, building confidence that medicines would arrive on time.

Teams saved time previously spent on chasing updates, and PillTime could react faster to any issues – improving reliability and trust in their delivery process. As PillTime’s PMO Manager put it, the integration “freed up time and improved patient satisfaction massively.”

This case is a great example of how thoughtful integration can take a day-to-day operational headache and turn it into a smooth, transparent process – helping people stay focused on what really matters in their business.

Thinking about connecting Salesforce® to the systems you rely on every day? Get in touch with Mint® to talk integrations.

Salesforce® is doubling down on AI for everyday business work – not just customer interactions.

Salesforce® has recently shared more detail on how Einstein and Agentforce are being embedded across the platform to support internal teams, not just sales or service reps talking to customers. The focus is on helping organisations save time on admin, reporting, and decision-making – the kind of work that often slows teams down behind the scenes.

In simple terms, Salesforce®’s AI tools are getting better at things like:

• Summarising records and activity, so users don’t have to dig through pages of data

• Helping users find the right information faster, whether that’s pipeline data, account history, or internal notes

• Automating routine tasks, freeing teams up to focus on higher-value work

For organisations using Salesforce® as an internal system of record, this is good news. It means less time spent clicking, searching, and updating giving more confidence that the data you rely on is working harder for you.

As these features continue to roll out, it’s a great reminder that Salesforce® isn’t just a CRM  it’s becoming a smarter platform for how teams operate day to day.

As the year begins, January presents an ideal moment to take stock of your Salesforce® user licences, freeing up unused seats and ensuring each person is on the right licence for their role. Licence optimisation isn’t just about cost savings; it’s about giving every user the access they actually need and avoiding paying for functionality that isn’t used.

Why January Matters
After the seasonal lull and fewer interruptions, teams are back in action making it easier to connect with stakeholders, identify inactive accounts and review licence utilisation across your org.

Understanding the Main Licence Types (Plain English)

At the heart of Salesforce® licence management are user licences, these determine what a person can access in Salesforce®. We’ll focus on the main licences available and highlight the exceptions – not every licence under the sun.

• Salesforce® (Full CRM) – This is the standard, full-feature licence. Users with this licence can access core CRM functions like Accounts, Contacts, Leads, Opportunities, Cases and any custom apps. It’s typically for salespeople, service agents and anyone who needs broad CRM access.

• Salesforce® Platform – A lighter, usually cheaper licence. It lets users work with custom apps, objects, reports and basic features (like accounts and Contacts) but not standard CRM features such as Leads, Opportunities or Case management. It’s great for internal staff who need access to internal tools but not full CRM.

• Chatter Licences – These are for collaboration only. Users can post, follow records and interact with others but don’t get access to CRM objects like opportunities. Best for users who just need collaboration, not CRM data.

• Experience Cloud (Community) Licences – Designed for external users like customers or partners accessing your portals. There are different flavours depending on what they need to see – from basic access to more advanced interaction.

• Identity Licences – These allow users to log in to Salesforce® (e.g., via single sign-on) without needing a full Salesforce® licence. Useful if they need secure authentication but not CRM access.

In addition to these, there are feature licences that can be layered on top of a user licence to grant extra capabilities (like Marketing User or Knowledge User).

What to Do in Your January Review

1. Identify inactive users – If someone hasn’t logged in for months, consider deactivating them and freeing up a licence, you can do that using Reports. If you’d like help please do reach out to Support.

2. Match licences to roles – Make sure users with limited needs (e.g., internal or occasional users) aren’t assigned full CRM licences when a Platform or Chatter licence would suffice.

3. Check feature licences – Confirm that extra licences assigned are necessary, removing unused ones can reduce cost and clutter.

Starting the year with a clean-up of licences sets you up to spend smarter and support teams with exactly the access they need. Rememeber if you would like any guidance or support to carry out a check on your users please email support@mintcrm.co.uk