Category Archives: Learn Salesforce

Time Dependent Workflow for less than an hour

Workflow

Workflow is an automated process to implement the business logic, that evaluates the record at the time of creation or update. It is one of the most powerful tools of Salesforce.

Why necessary??

Workflow becomes indispensable to organizations for maximizing efficiency in their business processes. It allows tracking of processes.
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Posted in Agile, Learn Salesforce, Salesforce, salesforce Tips & Tricks. Tagged with , , , .

Contact Roles in Salesforce

Mirketa_contact_roles_In_Salesforce

Contact Roles in Salesforce.

I observed in many salesforce communities that lot of salesforce people facing challenges in associating one contact with multiple accounts, cases, Contracts or Opportunities.

In salesforce architecture Contact has a Standard Account field, which means a Contact can be associate with on account.

However we can create few more Custom lookup fields on Contact to associate few more accounts, but that will not be a good approach to achieve this requirement if you want to associate one contact to n number of accounts, cases or Opportunities.

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Posted in Agile, apex develeopment, force.com app development, Force.com Offshore, Learn Salesforce, Mirketa Salesforce contact role, MirketaInc, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, Salesforce Contact Role, salesforce for healthcare, Salesforce.com, Visualforce. Tagged with , , .

Salesforce Duplicate Records Management Tools

Data is the most valuable asset of an organization and good data quality is absolutely priceless. As evident from the analysis, bad data is one of the top reason for the failure of a CRM project as it provides you incomplete, in accurate and confusing information and thereby misleading the management into making an incorrect decision.

Duplicate data in salesforce is one of the major reason of bad data quality and it sucks the life out of an effective salesforce by clogging the organization’s work system. It hampers the efficiency, performance and of course the profitability of the organization. Rather than utilizing time in converting the new lead, the sales reps time gets wasted on working on the duplicate leads resulting in lower efficiency.
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Posted in Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce consultant, salesforce customization, Salesforce Duplicate Records Tools, Salesforce.com. Tagged with .

AngularJS with Bootstrap for Salesforce1 Mobile App Visualforce Page

AngularJS is a very popular JavaScript user interface (UI) libraries. It is used for data binding based on MVC pattern. If you need some CSS magic then I recommend using Bootstrap, a very popular CSS library.Blog on AngularJs - Boot Strap for VIsualforce

Let’s go through the set of steps with sample code for the implementation of AngularJS with Bootstrap on a Visualforce page. Continue reading

Posted in apex develeopment, Apex Development, HTML/CSS, Learn Salesforce, salesforce administrator, salesforce certified, salesforce consultant, salesforce development, salesforce Tips & Tricks, Salesforce1 Mobile app development, UI, UX, Visualforce.

Seven Reasons That Make Salesforce.com the #1 CRM Application

1.      Easy to use and User-Friendly Interface

Salesforce CRM is easy to use because it’s a cloud based technology and it can be accessed from multiple kind of devices like Mobile phones, Tablets, PCs via browser. You can install the Salesforce1 app in your Android based phone/ Tablets or iPhone, iPad etc. for easy access. It has a user friendly interface to navigate b/w tabs.

2.      Easy to setup and Easy to integrate with multiple kind of systems.

If you are using any other system before salesforce, you can easily import your existing data into salesforce or integrate your old system with salesforce to sync the old data.
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Posted in Learn Salesforce, Salesforce, salesforce administrator, salesforce certified, Salesforce Challenges, salesforce development, salesforce integration, salesforce Tips & Tricks, Salesforce.com.

Google Campaign Keywords Data in Salesforce

Google AdWords provides you with a unique ID, called a “GCLID,” for every click that comes to your website from an AdWords ad. By querying “GclId” you’ll be able to see which keywords (Search String) are contributing not just to new lead submissions, but, more importantly, to actual sales.

How to Retrieve Keywords

Step 1:

You need to have an AdWords manager account to apply for access to the API. If you don’t already have a manager account, you will need to create one.

For Create new Manager Account follow the link.

https://www.google.com/adwords/myclientcenter/

Step 2:

Adwords API access:

For Adwords API access we need to submit the details, after logged in to your manager account:

Go to Gear IconàAccount Settings-àAdwords API Center.

Google Adwords API Center
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Posted in Apex Development, force.com app development, Force.com Offshore, Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, Salesforce cloud Implementation, salesforce connectors, salesforce consultant, salesforce customization, salesforce development, salesforce Tips & Tricks, Salesforce.com. Tagged with , .

Salesforce Outlook Integration Guide

If both Outlook and Salesforce are essential to your daily work routine, you can boost your productivity by automatically syncing between the two systems.

Here I am presenting easy and simple steps to integrate your Outlook to Salesforce:

Microsoft Outlook integration with salesforce application that you install, Syncs contacts, events, and tasks, attachments between Outlook and Salesforce and view Salesforce records related to the contacts and leads in your emails and events in Outlook.

Salesforce for Outlook Integration

Salesforce Outlook Integration by Mirketa

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Posted in Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce connectors, salesforce customization, salesforce for NonProfit, Salesforce Support Packages, salesforce Tips & Tricks.
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