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.
Category Archives: salesforce consultant
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.
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’.
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.
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
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.
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.