Salesforce & IoT

Anything that can be connected, will be connected.”  This quote by Jason Morgan of Forbes.com, is going to be, what future holds, with the increasing growth of the concept of IoT.  Simply put, Internet of things is a system of electronic devices or components, interconnected with each other through Internet and capable of exchanging data and information.  The devices include everything ranging from cellphones, coffee makers, headphones, smart wearables to components of machines like engine of an airplane etc. The IoT allows the devices to be remotely sensed and controlled using the existing network structure; which enables the opportunity to directly integrate them with other devices or networks. So basically, IoT is a giant network of connected things.

Why use IoT & How big is it?

A survey conducted by HP estimated that the growth of IoT will be exponential and by 2025, over one trillion devices will be connected through IoT. Another report by Cisco predicts that IoT will generate $14.4 trillion in value across all industries in the next decade. These surveys suggest towards a fully automated future.

IoTPicture

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Apex Code for Creating Recurring Event in Salesforce Lightning

In this article I am sharing my approach and code required for fetching days for recurring events in Salesforce Lightning.  The use cases could be creating a recurring pickup, order placement etc. You would need basic knowledge of Apex and Salesforce Lightning.

This screen will give you an idea about the recurring UI.

.Capture rec

 

 

 

 

 

 

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Salesforce Development Best Practices

In this blog I will share the Salesforce Development best practices that I have learned over the years. I have tried to give a few code snippets to provide examples. Feel free to use the code as-is.

Salesforce Development Best Practices

Salesforce Development Best Practices

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Posted in apex develeopment, Apex Development, Salesforce, salesforce administrator, salesforce certified developer, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development, Salesforce.com, sfdc. Tagged with , , , , .

Sales and Marketing Automation for Addiction Treatment, Part 1

Mirketa AppExchange
Have you ever sat wondering if you had followed up with everyone you were supposed to talk to today? Or managed a team and wondered if they we’re following through? These questions plague most sales driven businesses daily, but to Addiction Treatment Centers this could mean that someone’s life is on the line.

Download our eBook “How to Leverage Salesforce for your Addiction Treatment Centers”

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Posted in Agile, Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development, salesforce for healthcare, salesforce for medical clinics, salesforce for NonProfit, salesforce for small business, salesforce integration, Salesforce Support Packages, salesforce Tips & Tricks, Salesforce.com, Salesforce1 Mobile app development. Tagged with , , , , , , , , , , , , , , .

Salesforce for Nonprofits

Now a day the entire world is connected through technology. Salesforce for Nonprofits is one of the most powerful tools for any nonprofit organization as it helps in getting connected with the entire world. Built for the social and mobile era, Salesforce for Nonprofits will connect your entire organization— your partners, supporters, employees, and programs— so you can, deliver better programs and services, engage and strengthen your community, communicate more effectively, and raise more resources. (www.salesforce.org/nonprofit/, 2017)

To use salesforce for nonprofits, first you need to register to the “Power of us” program of salesforce. Once you are accepted in “Power of Us” program your organization will get your own salesforce instance with 10 free Enterprise Edition licenses along with the other products and services provided by salesforce. Through the “Power of us” program, qualified organization will receive the product and resources needed to effectively manage your organization and program.

Organization can purchase additional liquesces and services at a deep discounted price. All the amount received by Salesforce for these additional licenses, go right back into the foundation to allow salesforce to donate more to the nonprofit community. So, if you purchase additional licenses and invest in your own organizational success you are also investing to the overall success to the nonprofit community that uses salesforce.

As a part of the “Power of Us” Program you will get the benefits mentioned below:

    • 10 donated Enterprise Edition Sales or Service Cloud subscriptions
    • Discounts on additional subscriptions, products and/or services from Salesforce.org
    • Discounts on Salesforce training
    • Discounts on Salesforce events
    • Access to nonprofit and education specific user groups, events and webinars
    • Discounts on participating Apps and consulting partners from the AppExchange

(http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/ , 2017)

 

Pricing of the additional Licenses:
Nonprofit Success Pack (NPSP): Configured out of the box for nonprofits, NPSP sits on top of the Lightning Enterprise Edition and provides complete Salesforce Customer Relationship Management (CRM) and tools to help manage programs, donations, volunteers, and supporters all in one place.

 

Edition Standard Pricing Pricing for Non-Profit
Lightning Enterprise Edition $150 $36
Lightning Enterprise Edition + NPSP $150 $36
Lightning Unlimited Edition $300 $72
Lightning Unlimited Edition + NPSP $300 $72

 

Eligibility Criteria:

Salesforce.org offers a powerful, enterprise level suite of products with the potential to dramatically transform your organization. Salesforce has different criteria for different Countries depending on the law of that country. Basic criteria to be eligible to apply for the Power of Us program is, your organization must be recognized as a charitable, nonprofit, or nongovernmental organization in the country where you are located. Your organization must have a certificate of Trust or society issued by the government of the country.

To get the in-depth knowledge about the eligibility criteria please visit the link mentioned below:

http://www.salesforce.org/nonprofit/power-of-us/eligibility-guidelines/

 

How to register for “Power of Us” program:

Now before you go forward to invest your money in Salesforce the big challenge in front of you is to know whether Salesforce is an excellent choice for your organization or not, whether it is fulfilling all your organizational requirements or not. Salesforce comes forward to help you out with making a correct decision.

Salesforce offers a free 30 days’ trial for all its Nonprofit Service Packs mentioned above in the Pricing section. You can register for any of the available packs and get your free trial as soon as you register. To register for your free trial please visit the below mentioned link:

http://www.salesforce.org/nonprofit/get-started/

After using that free trial Salesforce instance, if you think that this pack is best suited for your organization then you can convert this trial account to a permanent account by applying on the below mentioned link:

https://powerofus.force.com/PowerOfUsApply

Here, first you need to login with your Salesforce trial account Username and Password. If you have more than one Salesforce trial, you must log in with the username and password of the trial that you want as your production account. If you need to select a different edition, please sign up for a new trial before submitting your application. Once your application has been approved for an account you had selected, you will no longer be able to switch your licenses to another Salesforce account or instance.

Fill in all fields on the application before submitting. If approved, your organization will receive a confirmation by email stating your acceptance into the Power of Us program.

 

 

References:

http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/

http://www.salesforce.org/nonprofit/power-of-us/

http://www.salesforce.org/nonprofit/

 

Posted in salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, salesforce Tips & Tricks, Salesforce.com, Uncategorized.

NLP – Natural Language Processing

Since a long time, engineers have been striving to make machines perform tasks that human beings do; which has led to birth of the field of machine learning. Understanding the language humans speak, constitutes a vital part of this field. This field of computer science which deals with human-machine interactions, especially concerned with computer programs which can process natural language efficiently, is known as Natural Language Processing, mostly referred to by the abbreviation NLP.

NLP sits at the intersection of computer science, artificial intelligence and computational linguistics. “By utilizing Natural Language Processing algorithms, developers can organize and structure textual data to perform tasks such as automatic summarization, translation, named entity recognition, relationship extraction, sentiment analysis, speech recognition, and topic segmentation.” (En.wikipedia.org, 2017)

Natural Language Processing is characterized as a hard problem in computer science since human language is rarely precise, or plainly spoken. To understand human language, one must not only understand the words but their meaning & context and how they interconnect to form meaning. The vagueness and ambiguous nature of human language makes it difficult to learn for computers while being easy to learn for humans.
 

Components of NLP

There are two components of NLP which are listed as follows:

    • Natural Language Understanding(NLU)
      This includes understanding the different aspects of the language and mapping the input text in natural language to useful representations. This is the harder of the two components since this section has to deal with the ambiguity & complexity of the language. There are mainly three levels of ambiguity which are as follows:

          1. Word-level or Lexical Ambiguity
          2. Syntax Level or Parsing Ambiguity
          3. Referential Ambiguity

 

    • Natural Language Generation(NLG)
      As evident from the name, NLG is the process of producing or generating meaningful phrases and sentences in the form of natural language. It involves text planning, sentence planning and text realization.

 

NLP Terminology

Syntax: It refers to arrangement of words which form a sentence. It also involves determination of structural role of each word in the sentence.

Phonology: It is the study of organizing sounds systematically.

Morphology: It is study of how words are constructed using primitive meaningful units.

Semantics: It deals with the meaning of words and how they can be joined/combined to form meaningful sentences.

Discourse: This determines how the immediately preceding sentence can affect the interpretation of the next sentence.

Pragmatics: This deals with how the interpretation of a sentence changes according to the situation.

 

What can developers use NLP algorithms for?

    • Summarizing blocks of text to extract the meaningful information from the given text, ignoring the remaining non-relevant text
    • Understanding the input and generating the output in Chatbots
    • Deriving the sentiment of a piece of text using Sentiment analysis
    • Break up large text into simpler tokens such as sentences or words

 

Some Open Source NLP Libraries

    • Apache OpenNLP
      It is a Java based machine learning toolkit provided by Apache, that supports the most common NLP tasks, such as tokenization, sentence segmentation, part-of-speech tagging, named entity extraction, chunking, parsing, language detection and coreference resolution. OpenNLP also includes maximum entropy and perceptron based machine learning. It provides built-in Java classes for each functionality as well a command line interface for testing the pre-built agents.

 

    • Natural Language Toolkit(NLTK)
      It is a platform for building Python programs to read and process human language data. It provides easy-to-use interfaces to over 50 corpora and lexical resources, along with a suite of text processing libraries for classification, tokenization, stemming, tagging, parsing, and semantic reasoning, wrappers for industrial-strength NLP libraries, and an active discussion forum.

 

    • Stanford CoreNLP
      Stanford CoreNLP provides a set of human language technology tools. It can give the base forms of words, their parts of speech, mark up the structure of sentences in terms of phrases and syntactic dependencies, indicate which noun phrases refer to the same entities, indicate sentiment, extract or open-class relations between entity mentions, get the quotes people said, etc.

 

    • MALLET
      MALLET is a Java-based package for statistical natural language processing, document classification, clustering, topic modeling, information extraction, and other machine learning applications to text. Apart from classification, MALLET includes tools for sequence tagging for applications such as named-entity extraction from text. Algorithms include Hidden Markov Models, Maximum Entropy Markov Models, and Conditional Random Fields.

 

These are few of the many open source libraries and toolkits available for development on Natural Language Processing which can be utilized by developers in their applications.

In conclusion, Natural Language Processing is an important part of the artificial intelligence field and needs to be given importance if someone wants to master the trade of Machine Learning or Artificial Intelligence.

 

References

 

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Why and how to keep your Salesforce Org clean of Duplicates

Mirketa Salesforce Org clean of Duplicates

Customer data is the soul of an organization. Quality data is priceless and acts as a driver of high productivity and good decision making. Managing Quantity and Quality parallelly has always been a challenge. Same is the case with data now-a days, as the data volumes grew rapidly, the data quality went down, posing a serious challenge in maintaining the sanctity of databases. This challenge of avoiding data duplicity and keeping the orgs clean is faced by almost every company and although it may seem like a trivial issue, the impact these duplicates have on businesses cannot be looked down upon.

All the marketing and service activities revolve around the customer database that a company has.
Duplicates prevailing in a system means:

    • Increased cost for marketing campaigns.
    • Bombarding the same customers with same information multiple times, eventually degrading the brand image in the minds of customers.
    • Reduced Operational Efficiency.
    • Confusion among the sales reps while processing requests.
    • Bad service experience encountered by the clients.
    • Bad Data leads to Badly informed business decisions.
    • Increased challenges in maintaining the database or moving the current system to a new one.

What causes these duplicates:

    • Human error – Sales Rep entering duplicates
    • Multiple sources capturing the same information
    • No instrument to restrict duplicates from entering the system

Some pointers on how you can keep your Salesforce org clean:

    • Think of all the ways the customer data enters your CRM system: Manual customer data Entry by Sales Reps, bulk customer data upload, Automated Lead Sources like web to lead etc. and ensure that you have them all covered to avoid duplicates entering your CRM system.
    • Keep a mandatory field on each Object which handles your customer data, one which is relevant to your business operation like a phone number or an email on Lead. For Standard fields have your tech. team enable Duplicate Rules & Matching rules to avoid duplicates formation and for Custom fields check ‘do not allow duplicates’ so that Salesforce won’t accept duplicity against that field on the Object and sales rep won’t be able to create duplicate records.
    • If your mandatory field is a picklist field, ensure that you enable restricted picklist for that field as Salesforce allow values coming in from external systems other than the field picklist values also.
    • Monitor the data that your CRM system is getting from multiple sources to keep an eye if anything wrong is happening around your data so to handle the situation in time. Generally, companies don’t realize this until they have loads of dirty data existing in their CRM systems and then try to recuperate from the damage.
    • Ensure that you have clean data while uploading data in bulk into your system.
    • Define all your lead sources clearly and distinctly, this can avoid a lot of confusion when leads start to pour-in from multiple channels.
    • Make sure your Sales Reps fill all the necessary customer details in the form and instruct them not to save a half-filled form.
    • Cloning the records should not be a general habit of the team, this leads to human error of saving the cloned records without making relevant changes and thus creating duplicates. You can even disable the Clone button from the layout if you want to.
    • Use standard Salesforce Reports for tracking duplicates entering your system (if any) are essential to your business or not.
    • With large volumes of data coming in your system, some duplicates are anyway bound to enter your database, one way or the other. Use a deduplication tool, this can really make your life easy by keeping your Salesforce org clean of duplicates.

Check out Advitya – The Perfect Duplicate management app for Salesforce. Advitya solves all your data duplicity problems and can save you time and effort in keeping your org clean.

Keeping your Salesforce Org clean is not a one-man job or a onetime activity. It calls for a collective effort and is an ongoing process, you strive to keep your Database clean and perfect which eventually gives you returns in terms of smooth Operations and Profits.

All the best in keeping your Org. clean!!

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