Category Archives: salesforce community implementation

Salesforce for Nonprofits

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

(http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/ , 2017)

 

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

 

Eligibility Criteria:

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:

http://www.salesforce.org/nonprofit/power-of-us/eligibility-guidelines/

 

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:

http://www.salesforce.org/nonprofit/get-started/

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:

https://powerofus.force.com/PowerOfUsApply

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.

 

 

References:

http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/

http://www.salesforce.org/nonprofit/power-of-us/

http://www.salesforce.org/nonprofit/

 

Posted in salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, salesforce Tips & Tricks, Salesforce.com, Uncategorized.

Visual Flows In Salesforce

Mirketa_Visual_flows_In_Salesforce

Visual Flows in Salesforce

Hearing the word flow in salesforce we start thinking about the workflow i.e. defining criteria and firing action. So the question arise that weather flow is the amplified version of workflow or not? So the answer is a big “no”, flow is completely different form the workflow. Workflow let you automate your process letting you select the objects, defining the criteria and based on that criteria firing the immediate or a time dependent actions but this is not the case with the visual flows, visual flows structure a collaboration between you and Salesforce. They were created to be interactive and perform best in situations where system and user have something to contribute.

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Posted in force.com app development, Force.com Offshore, Salesforce, salesforce certified developer, salesforce community implementation, salesforce consultant, salesforce development, salesforce Tips & Tricks, Visualforce. Tagged with , , .

Contact Roles in Salesforce

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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 , , .

Dynamic Gauge in salesforce

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.

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Posted in Apex Controller, apex develeopment, Apex Development, Dynamic Gauge In Salesforce, force.com app development, Force.com Offshore, HTML/CSS, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, salesforce customization, salesforce development, Salesforce Dynamic Gauge, Salesforce.com, UI, Visualforce. Tagged with , , , , , .

Introduction to Single Sign On (SSO) and SAML

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.

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Posted in Agile, AGILE Tools, apex develeopment, force.com app development, HTML/CSS, JIRA, Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce connectors, salesforce consultant, salesforce Tips & Tricks, Salesforce.com, sfdc, Team Collaboration, think build transform.