Category Archives: Salesforce Challenges
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.
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.
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.
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
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.
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.
Single Sign On (SSO) is a facility for all users by which they can manage their all accounts using one login they no need to do manage more accounts (User Id and Passwords). In SSO user gain access in multiple sites using just single log in. Single Sign On (SSO) is independent software system.
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.
In this blog I will be sharing salesforce service cloud console- How to Enable Guide .
Salesforce service cloud console console is designed to boost productivity for users in fast-paced environments.
Available in: Performance,Unlimited, and Developer Editions with the Service Cloud
Available in:Performance and Developer Editions with the Sales Cloud
Available in:Enterprise and Unlimited Editions with the Sales Cloud for an additional cost
Salesforce Implementation can be transformational for organization it can change the entire way an organization operates today to how it would work in future.
In my post here today I would try to enlist the major challenges shared by organizations who approached us for Salesforce Implementation , adopt, transform, and make changes, to the Salesforce and we turned them into happy Salesforce Organization.
A Step by Step Guide to Integrate Google Maps in Salesforce.
In this blog I will be explaining how to integrate Google map in account detail page with the help of Visualforce page.
In the example below, with the help of Google map API we can add Google maps in account detail page.
To achieve this follow simple steps as below: