Category Archives: salesforce development

7 Ways Technology is Changing the Face of Treatment Centers

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Technology has provided healthcare many breakthroughs in recent years and Salesforce has been at the forefront of that. So if this is the case why are most treatment centers still so far behind. Everyday people are scouring the internet trying to find a great place to recover from the diseases of Mental Health and Addiction. It’s estimated that over 20 million Americans over the age of 12 have an addiction. Many treatment centers lack the basic tools needed to be able to serve these patients with the care they need. As a consulting partner for Salesforce we have seen technology changing the face of Treatment Centers. Technology is providing treatment centers with the advanced tools needed to navigate the ever changing landscape. We’re going to outline 7 ways that technology is changing the face of treatment centers.

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1. The addition of a CRM or Patient Relationship Management platform to the contact center is the number one way to better serving your patients. We have seen organizations taking notes on note pads or using excel to track patient calls. This is a major problem, in my experience working in a very busy Contact Center even your very best admissions representative will miss a follow up. Also in my experience, as a recovering alcoholic with almost 7 years of sobriety, I know that when I was ready to get help patience was not one of my strongest areas. So timely follow ups and the ability to take a call from beginning to end without hanging up the phone has resulted in a 35% increase in patient admissions based on case studies we have conducted.
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Posted in Agile, Salesforce, salesforce administrator, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, 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. Tagged with , , , , , , , .

Thinking About Marketing Automation For Higher Ed?

How can we put our name in front of someone right when they are thinking about committing to a brand? This is the question we ask ourselves in marketing. The best marketing campaigns deliver a coordinated high-quality experience across every channel and with every prospect interaction. Marketing automation tools from Salesforce bolster an organization’s ability to deliver this syndicated message. Higher education organizations are thinking more and more about how to attract news students through marketing as the space becomes increasingly competitive. Marketing automation is a dream for any organization. Salesforce has made it possible for higher education institutions, and Mirketa Inc is able to implement that possibility with you.

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The Salesforce marketing cloud unlocks incredible recruiting possibilities for the higher education space. At a high level, marketing cloud uses data collected about prospects to then market back to prospects in the way that makes the most sense to each prospect and higher education organization. Salesforce has the ability for organizations to track the activity of prospective students on their website. Let’s say for example that a recruiter has met a bright student at a recruiting event at a local high school and this student agrees to give the recruiter a few pieces of administrative data like their name and email. The recruiter would then go back and enter this student as a prospective student as a prospect in their Salesforce. From that moment forward the recruiter would be able to see what sort of things the student was clicking on while visiting the school website, what they were searching, and how often they came back to visit.

It is obvious how powerful this information would be in targeting students that higher education organizations might view as a potential fit for their university. This same technology within Salesforce will assign this prospect a grade that communicates how good of a fit they would be within a university. So, for example, if the prospect continues to search for programs and look at things that may not be a strength of a higher education institution, then that prospect’s grade would be a little lower. This sort of information-based targeting and grading has enormous implications in ensuring students who start with a university, finish with that university. This is a metric that the Higher Ed domain watches with a close eye. Higher education organizations want to reduce the churn of students as much as possible to uphold their university reputation. After all, reputation in higher education can be some of the best marketing available.

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Posted in Salesforce, Salesforce cloud Implementation, salesforce development, salesforce integration, salesforce Tips & Tricks. Tagged with , , , , , , .

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.

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Posted in Apex Controller, Apex Development, force.com app development, salesforce customization, salesforce development. Tagged with , , , .

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

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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 , , , , , , , , , , , , , , .

How to succeed with your Salesforce implementation?

Salesforce Implementation and Development

Complexity with Salesforce Implementation starts with different options and terms

 

Earlier this week I sat through a retrospective session for a complex Salesforce Implementation project we just wrapped up. The client gave us the NPS rating of 8.5 out of 10 (which I think is great). However, as we all looked back at the project, the memories of good, bad and ugly were refreshed. And both sides made recommendations on what we as a Salesforce Development Organization and Client teams could do differently next time to avoid some of the pain points.

The retrospective reminded me that there is a common set of learning that apply to any complex Salesforce Implementation project. In this article I am sharing my learning that are based on the projects that we managed and from the learning that our clients have shared with us.  Continue reading

Posted in Salesforce, salesforce administrator, salesforce consultant, salesforce customization, salesforce development, salesforce for small business, salesforce integration, Salesforce Support Packages, Salesforce.com, WEB SERVICES. Tagged with , , , .

Lightening Process Builder

A quick look at the “Lightening Process Builder”.

Overview

People in salesforce world uses automated processes a lot. We all know that almost each and every CRM of salesforce has a workflow associated with it. Workflow assists in assigning several actions like sending emails, sending outbound messages, assigning tasks to other users and updating fields based on rule criteria and evolution criteria and sometimes based on specified time as well. But to make the automation process easier, a new process came into the picture – “Lightening Process Builder”. This provides a graphical representation of the process a person builds. In other words, we can call it a type of visual workflow.

mirketa-lightening process builder workflow

 

Demonstration:

Following functions are available in “Lightening Process Builder”:
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Posted in Agile, Salesforce, salesforce customization, salesforce development, sfdc.

View State

View State:  As the name suggests, is an error of View State. “Maximum view state size limit (135KB) exceeded” is the error message pertaining to “View State” error and here follows a brief detailing of the issue.

View state holds the state/size of the visual force page that includes the components, field values and controller state. This is important in the light that salesforce provides only a standard size of 135kb for any individual page. If the size of a particular page exceeds 135kb, the page will throw a view state error.

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A screenshot showing a view state error in salesforce

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Posted in CSS, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, salesforce customization, salesforce development, Salesforce.com. Tagged with , , , , .