I am introducing here Quote to Cash which is well known as QTC. QTC is a process where Sales Organizations send details to their customers on their product offerings as per their need, provide them with the pricing for the set of products that they have requested, put all those in an official document called ‘Quote’ and then it continues through Invoice, payment and negotiation which comes under ‘Cash’.
Category Archives: Salesforce cloud Implementation
It is extremely notable that the amount of customer data is expanding with each passing moment. One can’t simply physically investigate information and know each pattern or test numerous theories. Taking care of and dealing with this colossal data is no less than a challenge which stresses on the significance of analytics further. Acknowledging this need to be of immense importance, Salesforce recently uncovered its most progressive CRM platform called Einstein Analytics. The analytics has opened ways to a few stunning elements for CRM clients, empowering them to utilize advance analytics powered by Artificial Intelligence.
The proportion of data that a business is developing at a rapid pace, and recognizing each pattern and relationship, and to test each speculation, utilizing traditional manual situated techniques is currently beside unimaginable but Einstein analytics resolves client’s dilemma by stimulatingsales, improving client service and optimizing their marketing campaigns. Overall, the Insights offered by Einstein allow executives to make decision 38 % faster which data scientists took days or even weeks to achieve.
When the user enters a query, the tool uses Artificial Intelligence (AI) to throw logically important outcomes, pinpointing what is occurring, the purpose for such an event, and expectation on what is probably going to occur next. Einstein utilizes machine learning to identify factual patterns and designs, and convey the same to users in a significantly more far reaching, reliable and contrasted way than what data scientists can ever give. The engine consequently examines billions of data combinations, and prescribes the best game-plan, assessing the in all probability situation, and the upsides and downsides of each possible action. Users may penetrate down to the most state of the art information, reveal bits of knowledge, team up and take instant action from any device.
Salesforce Einstein Analytics goes above and beyond, and is a direction framework, which utilizes past information and mediates it with current circumstances and future conceivable outcomes, to anticipate patterns.
Consider the case of a sales executive out to meet his quarterly numbers. When he uses Salesforce Einstein Analytics, he gets comprehensive and in-depth insights on a customer, competitor and pipeline data, and recommendations – Let us suppose Mark is his customer and he had set up a meeting with Mark to close the sales 3 days earlier. He assumes Mark to be loyal but Mark is talking to the competitors very often. Taking him for a coffee may be a good idea or he needs to bring in three or so managers to close the deal. Here is what you should be doing and so on.
Using Einstein Dynamics, each Sales executive gets a dynamic dashboard, complete with all the required functionalities, for example, activity tracking, account whitespace, benchmarking, and more, offering them powerful insights required to perform successfully and close more deals. Having identified a new opportunity or uncovered a trend, the user may create a task, change a close date or share insights on any device, all seamlessly from a single pane, without bothering with spreadsheets and other tools.
Einstein Discovery is a tool launched concurrently with Einstein Analytics, and superbly supplements the latter. It just takes couple of minutes for Einstein Discovery to get outcome from insights from millions of data combinations. It makes precise predictions by instantly analyzing massive amounts of data and mining out crucial patterns. “Further, Einstein Discovery generates explanations, answers, and recommendations that are easy to understand and implement by the users. This is done with slide presentations that are generated automatically, containing visualizations and key points.” (http://www.algoworks.com/blog/salesforce-einstein-analytics/, 2017)
To learn new exciting analytics, salesforce offers a package of 12 modules – “Analytics trailblazers” fun way to learn salesforce. With these smart analytics, Independent software vendors (ISVs) can now create apps using analytics app designer, visual data preparation, and outside data connectors to build their own custom analytics apps on the Salesforce platform, ensuring they have all the relevant metrics they require, and omitting any superfluous details for their business. AppExchange has around 20 analytics apps from ISVs
So, this is how you can become a data scientist in a fun and smart way!!!!!
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
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|
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:
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:
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:
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.
What is REST: –
REST is Representational State Transfer which helps two systems to talk to each other with a common programmatic language. Rest is a successful replacement for HTTP.
Integration in Salesforce can be done in the following steps: –
2) Call out.
3) Web services.
What is an EventBrite?
An EventBrite is an app which syncs event data into salesforce. It is a free app which help the event organizers to import data from their event to the salesforce. Event data is created through ticketing platform is synced to salesforce contact list and promo code can be sent back to the Eventbrite.
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.
Macros are very powerful and interesting component of salesforce. Macros are like set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get execute on a single click. Macros are mostly use with case feed layout basically to update case and to send quick response to user about any update of case raised by that user.
Salesforce provide us standard functionality to create Reports and dashboards to represent record in diagrammatic form. Sometimes we face the requirement to represent our data in diagrammatic Form on visual force page in some specific type of diagram we represent it using chart. Salesforce provide us Bar chart, Pie chart, Gauge chart, Radar charts
Here I am going to explain how we can represent specific field data in the form of gauge chart. To achieve this requirement we need four things basically. First we should have an object whether its standard or custom object, a field associated with that object that should hold any numeric Value, apex controller, apex class.
I will start with object lets say I have a standard controller Account where I have a custom field Score and I need to represent that score in the form of gauge. Whenever page loads that value represent in the form of gauge and whenever the fields value changes the gauge should reflect that Change.
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.