Category Archives: Salesforce

Salesforce DevOps (CI/CD) InfoGraphic

Start your journey to Salesforce DevOps with this infographic that captures introduction to different aspects of DevOps in Salesforce platform. It compares different approaches to Salesforce DevOps and finally has a deep-dive on Salesforce DX as well. Be it a free tool or a commercial one, do exercise caution while choosing any of the approaches – since it takes 6-12 months investment to stabilize a DevOps approach.

Salesforce DevOps InfoGraphic

Salesforce DevOps InfoGraphic


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What is driving the need for Salesforce DevOps?

Salesforce DevOps is picking up steam with the recent focus on source driven development on Salesforce platform, particularly through increasing adoption of continuous integration and continuous delivery (CI/CD) using Salesforce DX. What contributed to this shift from ‘Changesets’ and ANT migration tool approaches? Following are some crucial factors: Continue reading

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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 , , , , , , , .

Salesforce for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a customer relationship management (CRM) software program. It’s just a simple fact that even the smallest businesses can’t avoid for very long before keeping track of clients starts to consume the entire day. Wineries are no exception. 

The wine industry has a tendency to be reactive with their wine sales after they build a client relationship. The wine industry needs to have a CRM that empowers wineries to take action proactively in their marketing efforts. Salesforce has this ability through the use of marketing automation, data analytics, and AI. Salesforce can use your winery’s historical data of purchases made by clients to predict what products that client may be interested in. This allows wineries to target specific customers with specific content.  

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We hear a lot that wineries prefer to use a CRM or a software product that is specific to wineries. That’s a great option if you are just starting out, but you are missing out on a lot of value. It’s no secret that Salesforce’s success comes largely from its ability to be customized to each company’s specific requirements.  

To put it plainly, Salesforce can be made into a customized winery CRM. The advantage that Salesforce brings to wineries is the support received from the business and marketing analytics. So, a winery will have the ability to do what we have come to expect from a CRM plus provide these strong tools that are designed to drive more sales through smarter marketing campaigns. Salesforce will feel like your winery CRM, not just a generic winery CRM. There are even winery specific apps available as add-ons to Salesforce. For example, GreatVines is a winery and beverage distributor sales app that helps sales teams manage client data in a more customized way to the beverage industry. 

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Posted in Salesforce, Salesforce cloud Implementation, salesforce consultant, salesforce customization, 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 , , , , , , .

Pardot for Higher Ed Salesforce Implementation

What really is Pardot? We have all undoubtedly heard about how great it could be for sales people, but is that as far as this powerful tool can take Salesforce users? Of course not. Pardot is a perfect tool to include as part of your Higher Ed Salesforce implementation.

Pardot is B2B marketing automation solution that ultimately makes the jobs of sales and recruiting teams much easier. We have seen more and more Higher Ed Salesforce implementations including Pardot for their recruiting teams and it’s obvious why once you begin using it. The features in Pardot provide a seamless connection between your marketing campaigns and how your recruiters can interact with prospects.

Source: http://leviwinglewich.com/ems/salesforce/what-is-pardot/

Pardot allows you to track prospects, conversions, and marketing campaign activity from a single dashboard. It also allows you to create email marketing campaigns to generate leads and then measure the success of those campaigns. These campaigns are highly customizable so when prospects receive the email content, it looks and feels like your brand.

Part of this customization allows the leads to go down a customized marketing content campaign based on their actions when receiving the emails. For example, If the lead opens the first email and doesn’t respond then they will receive a different email for the second stage in the campaign than if they decided to not open it at all.

Perhaps most importantly for your recruiting team is the real-time feedback on actions that leads take. For example, if someone registers for a webinar and fills out one of your forms, you get an alert for that action. Leads and prospects are also assigned a score and organized in order based on their interactions with marketing campaigns. That means that if a client signs up for a webinar and visits the website several times then they are really thinking about your school.

This information about client action enables recruiters to focus on the highest priority recruits right now. Pardot also enables recruiters to put these prioritized prospects into a “Nurturing Program” that gives them a more personalized follow-up campaign from whoever owns the lead. The “Nurturing Programs” within Pardot essentially automate the personal follow-up process for your recruiters. So, if a prospect says they just can’t devote the time for a conversation for about a month, then we can put them on a 30-day Nurturing Program that is going to follow-up for you at pre-determined intervals and with pre-determined messages so you don’t have to think about any prospects that are not needing attention today.

Pardot is the answer to many problems in the recruiting world. It automates a lot of follow-up that lingers in the back of our minds, allows customized marketing based on actions the prospect takes in the marketing campaign, and provides a seamless connection between the marketing team and the recruiting team.

Pardot may be an important consideration when thinking through your Higher Ed Salesforce implementation. If it starts to feel like too much work on top of everything else that needs to be implemented then finding a Salesforce Partner company to assist with implementation may be a great next step.

Posted in Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce consultant, salesforce customization. Tagged with , , .

Big Objects in Salesforce

Have you ever been in a situation where you need to store gigantic amount of data in your Salesforce org? Are you tired of using third-party storage systems and writing web service calls to get the massive amount of data? Having to crunch those large numbers, though a reflection of your own success, can be troublesome and performance degrading. Salesforce has come to the rescue again by introducing big objects-which are objects with massive storage capabilities on the Salesforce platform itself. They provide consistent performance over a data set of the order of billions and are accessible through a standard set of APIs to your org or to an external system.

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Posted in apex develeopment, force.com app development, Salesforce, sfdc.

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.

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Posted in Apex Development, Salesforce, salesforce consultant, salesforce for healthcare, salesforce for small business, Salesforce.com, Visualforce. 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 , , , , , , , , , , , , , , .