Category Archives: salesforce community implementation

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 Implementation Using Agile Scrum Process

 

 

Agile SalesforceWith having being part of 5 Salesforce Sales and Service cloud implementation projects I have realized that customizing the platform to the client’s need is not challenging but the build up to the production release and approach that the integrator adopts to, makes all the difference to have delighted project sponsors and end users. The implementation that I am considering for the scope of this article can range anywhere between 6 to 16 weeks depending on the complexity of Salesforce lightning components, number of external interfaces involved for integration with Salesforce and the number of clouds being rolled out (most common are Sales Cloud, Service Cloud or Community Cloud).

We can have varied school of thoughts on how to plan for such small duration projects; should it be a complete roll out of all features or an Agile Development approach where even a 6-week project is divided into 3 sprints of 2 weeks each. With my experience, I can safely say that breaking into multiple sprints will allow everyone to gain a lot more value out of the project as the lightning components and interface integration will evolve with regular feedback from the client. My team scored an average CSAT rating of 9 for the projects we have delivered in the last 1 year. Now let’s take a closer look at the key processes and scrum ceremonies one needs to follow that make the process truly Agile. Please note that one consultant will play the role of PO, Scrum Master and Project Manager because that helps to have full visibility and control on the timelines for the cloud implementation.

  • Requirement Discovery Sessions – This is the foundation stone and often referred to as sprint 0 for the project and generally ranges anywhere from 3 to 5 days of dedicated meetings and workshop at the client side sitting, discussing and brain storming the needs of the end users. The consultant running the workshop as a pre-requisite should have basic knowledge of the CRM domain, good understanding of the Salesforce Sales cloud, Service cloud or Community cloud and basic idea about the client’s industry will be an added advantage. The sessions are facilitated with flip charts, white boards and process maps. The consultant should constantly ask the question ‘Why’ to the customer team to understand the pain point before advising and concluding any solution to the customer. This will be a good place to define if any REST/SOAP based Salesforce Integration will be needed or not.

 

  • Define Stories in Jira or tool of your choice- Immediately after the workshops are concluded the consultant should start to document the discussed features with peripheral details into any tool like Jira and define the narrative and acceptance criteria on these stories. Even if the name of the feature is only added, more details can be added later.

 

  • Point Sizing and Team Strength – The PO/Project Manager who facilitated the discovery session needs to competent enough on Salesforce platform to provide the points in a Fibonacci series (1, 2, 3, 5, 8, 13, 21) to each of the story put it into Jira. Based on the total points and agreed upon schedule with client the PO decides on the number of Engineers needed for the whole work. This is typically done by doing a mock/draft release planning with a technical lead and PO making a guess on how many points an engineer can deliver. This part of the project gets better only with practice and experience that you gain in at least two rollouts.

 

  • Backlog Grooming – This is an ongoing ceremony for the Agile team. We typically spend 60-90 minutes/week for a SCRUM team of 5 to 6 members including developer and quality assurance. The PM/BA   puts on the hat of a PO and interacts with the agile team and grooms into each requirement in detail and updates the story with acceptance criteria. The team agrees upon the scope of the stories and call them as ready for development. The grooming sessions are also used to decide on the technical solution to achieve the requirement the decision of configuration versus customization is decided now. It will be beneficial to have an Salesforce architect involved in the session so that the engineers don’t overkill the system with excess of apex coding like triggers, batch classes and rely on configurations as much as possible.

 

  • Sprint Planning – This again is an ongoing ceremony that happens at a cadence. Engineers pick up stories as per their understanding and add to the sprint. The assignment of stories should be done with everyone’s consensus considering the engineer’s experience and story complexity.

 

  • Sprint Demo and Retrospective – This phase utilizes the maximum benefit out of Agile Development for Salesforce clouds. The demo is organized by the PO to the stakeholders like the client’s functional users and project sponsor and get their feedback early and if needed changes can be implemented in the next sprint. This helps the client to have focus throughout the project and hedges the integrator’s risk towards any possible changes coming after all work is done.

 

I would like to summarize by saying that any process can be used to deliver the same set of things but keep in mind that you need to Adopt a process, Customize the process and finally accept and embrace the process so that you believe in it to ensure your client and team stand with you even if there are some challenges thrown your way in the implementation. Finally, don’t forget to have some fun in this journey.

Mirketa has been helping client’s ranging from small to Fortune 500 companies’ rollout Salesforce clouds with high customer satisfaction and user adoption rates. Get in touch with our Agile Salesforce champions to understand how we can help your sales business process achieve more with the powerful Salesforce platform.

Posted in Agile, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant. Tagged with , , , , .

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

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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 , , , , , .