Category Archives: salesforce consultant

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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

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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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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 , , , , , .

Salesforce Duplicate Records Management Tools

Data is the most valuable asset of an organization and good data quality is absolutely priceless. As evident from the analysis, bad data is one of the top reason for the failure of a CRM project as it provides you incomplete, in accurate and confusing information and thereby misleading the management into making an incorrect decision.

Duplicate data in salesforce is one of the major reason of bad data quality and it sucks the life out of an effective salesforce by clogging the organization’s work system. It hampers the efficiency, performance and of course the profitability of the organization. Rather than utilizing time in converting the new lead, the sales reps time gets wasted on working on the duplicate leads resulting in lower efficiency.
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Posted in Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, salesforce consultant, salesforce customization, Salesforce Duplicate Records Tools, Salesforce.com. Tagged with .

AngularJS with Bootstrap for Salesforce1 Mobile App Visualforce Page

AngularJS is a very popular JavaScript user interface (UI) libraries. It is used for data binding based on MVC pattern. If you need some CSS magic then I recommend using Bootstrap, a very popular CSS library.Blog on AngularJs - Boot Strap for VIsualforce

Let’s go through the set of steps with sample code for the implementation of AngularJS with Bootstrap on a Visualforce page. Continue reading

Posted in apex develeopment, Apex Development, HTML/CSS, Learn Salesforce, salesforce administrator, salesforce certified, salesforce consultant, salesforce development, salesforce Tips & Tricks, Salesforce1 Mobile app development, UI, UX, Visualforce.