Category Archives: salesforce Tips & Tricks

Why and how to keep your Salesforce Org clean of Duplicates

Deduplication-mir-1

Customer data is the soul of an organization. Quality data is priceless and acts as a driver of high productivity and good decision making. Managing Quantity and Quality parallelly has always been a challenge. Same is the case with data now-a days, as the data volumes grew rapidly, the data quality went down, posing a serious challenge in maintaining the sanctity of databases. This challenge of avoiding data duplicity and keeping the orgs clean is faced by almost every company and although it may seem like a trivial issue, the impact these duplicates have on businesses cannot be looked down upon.

All the marketing and service activities revolve around the customer database that a company has.
Duplicates prevailing in a system means:

    • Increased cost for marketing campaigns.
    • Bombarding the same customers with same information multiple times, eventually degrading the brand image in the minds of customers.
    • Reduced Operational Efficiency.
    • Confusion among the sales reps while processing requests.
    • Bad service experience encountered by the clients.
    • Bad Data leads to Badly informed business decisions.
    • Increased challenges in maintaining the database or moving the current system to a new one.

What causes these duplicates:

    • Human error – Sales Rep entering duplicates
    • Multiple sources capturing the same information
    • No instrument to restrict duplicates from entering the system

Some pointers on how you can keep your Salesforce org clean:

    • Think of all the ways the customer data enters your CRM system: Manual customer data Entry by Sales Reps, bulk customer data upload, Automated Lead Sources like web to lead etc. and ensure that you have them all covered to avoid duplicates entering your CRM system.
    • Keep a mandatory field on each Object which handles your customer data, one which is relevant to your business operation like a phone number or an email on Lead. For Standard fields have your tech. team enable Duplicate Rules & Matching rules to avoid duplicates formation and for Custom fields check ‘do not allow duplicates’ so that Salesforce won’t accept duplicity against that field on the Object and sales rep won’t be able to create duplicate records.
    • If your mandatory field is a picklist field, ensure that you enable restricted picklist for that field as Salesforce allow values coming in from external systems other than the field picklist values also.
    • Monitor the data that your CRM system is getting from multiple sources to keep an eye if anything wrong is happening around your data so to handle the situation in time. Generally, companies don’t realize this until they have loads of dirty data existing in their CRM systems and then try to recuperate from the damage.
    • Ensure that you have clean data while uploading data in bulk into your system.
    • Define all your lead sources clearly and distinctly, this can avoid a lot of confusion when leads start to pour-in from multiple channels.
    • Make sure your Sales Reps fill all the necessary customer details in the form and instruct them not to save a half-filled form.
    • Cloning the records should not be a general habit of the team, this leads to human error of saving the cloned records without making relevant changes and thus creating duplicates. You can even disable the Clone button from the layout if you want to.
    • Use standard Salesforce Reports for tracking duplicates entering your system (if any) are essential to your business or not.
    • With large volumes of data coming in your system, some duplicates are anyway bound to enter your database, one way or the other. Use a deduplication tool, this can really make your life easy by keeping your Salesforce org clean of duplicates.

Check out Advitya – The Perfect Duplicate management app for Salesforce. Advitya solves all your data duplicity problems and can save you time and effort in keeping your org clean.

Keeping your Salesforce Org clean is not a one-man job or a onetime activity. It calls for a collective effort and is an ongoing process, you strive to keep your Database clean and perfect which eventually gives you returns in terms of smooth Operations and Profits.

All the best in keeping your Org. clean!!

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Time Dependent Workflow for less than an hour

Workflow

Workflow is an automated process to implement the business logic, that evaluates the record at the time of creation or update. It is one of the most powerful tools of Salesforce.

Why necessary??

Workflow becomes indispensable to organizations for maximizing efficiency in their business processes. It allows tracking of processes.
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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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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

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Seven Reasons That Make Salesforce.com the #1 CRM Application

1.      Easy to use and User-Friendly Interface

Salesforce CRM is easy to use because it’s a cloud based technology and it can be accessed from multiple kind of devices like Mobile phones, Tablets, PCs via browser. You can install the Salesforce1 app in your Android based phone/ Tablets or iPhone, iPad etc. for easy access. It has a user friendly interface to navigate b/w tabs.

2.      Easy to setup and Easy to integrate with multiple kind of systems.

If you are using any other system before salesforce, you can easily import your existing data into salesforce or integrate your old system with salesforce to sync the old data.
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Posted in Learn Salesforce, Salesforce, salesforce administrator, salesforce certified, Salesforce Challenges, salesforce development, salesforce integration, salesforce Tips & Tricks, Salesforce.com.

Google Campaign Keywords Data in Salesforce

Google AdWords provides you with a unique ID, called a “GCLID,” for every click that comes to your website from an AdWords ad. By querying “GclId” you’ll be able to see which keywords (Search String) are contributing not just to new lead submissions, but, more importantly, to actual sales.

How to Retrieve Keywords

Step 1:

You need to have an AdWords manager account to apply for access to the API. If you don’t already have a manager account, you will need to create one.

For Create new Manager Account follow the link.

https://www.google.com/adwords/myclientcenter/

Step 2:

Adwords API access:

For Adwords API access we need to submit the details, after logged in to your manager account:

Go to Gear IconàAccount Settings-àAdwords API Center.

Google Adwords API Center
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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.

Mirketa-Single-Sign-On

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