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’.
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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.
Any code when written in a clean, easy to understand and formatted way is easily readable and accepted by everyone.
It is essential for everyone to easily understand the code one writes as same projects can involve participation of multiple programmers. For easy identification and understanding of the code and code flow by everyone involved, it is essential that the code is structured, clean, and easily maintainable.
Explained below are some of the practices to write clean and understandable code.
Commenting and Documentation
For any software project reliable documentation is crucial. Commenting and documentation helps one analyze what’s happening inside the code. This is very crucial for the one who is examining the code for the very first time. Writing comments for methods or functions is good for understanding its purpose. They can quickly show what a complex function is doing.
However, don’t write unnecessary comments as it would make your code messy. Obvious commenting does more harm than good. Comment should describe only what the method is doing or why it’s written. It can also describe the purpose of writing the program in a nutshell at the beginning of a class or module.
Adopting a consistent naming convention in your program is always a sensible and thoughtful practice. It’s a set of rules for picking the character flow to be used for identifier, which signify variables, functions & methods. It makes it easier to understand the purpose of using that variable / function / method. If one’s a beginner, it’s a good practice to give meaningful names to your variables, methods, functions etc. instead of vague combinations of alphabets and numbers. Using camelCase and underscores is a widely popular approach. Use of camel case is to be preferred as this does not create confusion between salesforce api names and variable names in case of apex code.
There’s nothing worse than reading a piece of code that is poorly formatted. Indenting makes your code looks neat and clean. It is easy to understand the flow of program, the link between control flow constructs such as loops and codes written inside and outside of them.
Keeping it simple
One should keep their code as simple as possible. Avoid writing complex code for simple logic. Try breaking down your code in multiple methods if the logic is getting too complicated for a single module.
Ideally a method or a function should not have more than 40-50 lines of code, excluding comments.
Modules like servlets, triggers and callouts should not have any logic written in them. All the logical operations should be performed in a helper lass.
It is not advisable to use “hard-coded” values referring to environmental parameters, such as absolute file paths, file name, user name, host name, URLs etc. Else, the application might not run on a host with a different design. An efficient programmer should parametrize such variables and configure them as per the hosting environment outside of the application.
The best way to do it would be to maintain all the required constants in a single file which is easily configurable without making any code changes.
Loops and conditional statements
Beware of using loops and conditional statements in your code! Choose right loops at the right place in order to save code’s execution time.
Too many nested blocks of code can reduce code efficiency and readability drastically.
Omit unwanted code
It’s very common to find a block of code commented inside the program. It’s not going to do any harm to your program but bloats the code unnecessarily, so try not to keep such code. In addition, since this code is not going to be executed or compiled there is no difference between commenting out and deleting that code. Deleting commented codes makes your entire program looks cleaner.
In case of future necessity of the commented blocks, maintain additional backup along with the code repositories.
Do not just copy and paste code
If you have a snippet of, say, seven lines of code that do one thing, and you want to do it again for another module, don’t just copy and paste the code. Instead, make a function and to make it reusable. It’ll keep your code simple.
Code Versioning, popularly known as version control, is the management of the changes made to computer programs, documents and other collection of information.
In computer programming, it refers to the process of tracking & controlling the changes made to the source code.
Version control becomes very important especially when working in a big team as this saves additional time that one might require for code merging and also one can easily backtrack in case of errors.
Code versioning is to be done for every project using available resources like Gitlab, Github, Assembla, etc.
View State: As the name suggests, is an error of View State. “Maximum view state size limit (135KB) exceeded” is the error message pertaining to “View State” error and here follows a brief detailing of the issue.
View state holds the state/size of the visual force page that includes the components, field values and controller state. This is important in the light that salesforce provides only a standard size of 135kb for any individual page. If the size of a particular page exceeds 135kb, the page will throw a view state error.
What is jQuery?
How to setup jQuery file with html
Before we can do anything, we need to establish our file and link it to our HTML document. First, we will create our plugin file and put it in the “js” directory of our website. It is traditional to start our filename with “jQuery,” followed by the actual plugin name, so we will call this “jquery-hello.js”.
1).Appiphony Lightning JS :
Appiphony Lighting JS(ALJS) gives harness with jQuery Library and Ember to deliver a rich UI experience to our Salesforce Lighting Design System.ALJS is implemented and maintained by Appiphony.
Click here to Getting Started with ALJS.
The library for implementing web applications based on the CSS framework Salesforce Lighting Design System is Lighting Dart.Here we can find css,icons and fonts which are useful while implement Web Applications.
Click here to Getting Started with Lightning Dart.
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.
Macros are very powerful and interesting component of salesforce. Macros are like set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get execute on a single click. Macros are mostly use with case feed layout basically to update case and to send quick response to user about any update of case raised by that user.