Category Archives: salesforce administrator

Role of APIs In Salesforce

Salesforce can interact with third party tool (Workbench, Postman etc.) using Salesforce APIs. It is simple, secure and powerful way to get access of salesforce org data. Salesforce APIs provide Rest API, Soap API, Streaming API, Bulk API and Chatter API etc. All has its own functionality. Now we have Challenge that where we should use which API. Below is the explanation for some APIs

What is Rest API?

Rest API is simple and powerful web service. It gives access to your org data in the format of XML or JSON. For example, you can create, update, read and delete (CRUD) your data. Apart from this you can search or retrieve your metadata or query your data. APIs in salesforce is lightweight request and framework and is easy to use. It is an excellent technology for mobile application and web projects. Rest API follow synchronous communication and return data in the form of xml and json according to our choice. Continue reading

Posted in APIs in Salesforce, MirketaInc, salesforce administrator, Salesforce APIs, salesforce certified, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, Salesforce Lightning.

Evolution of Salesforce Einstein AI

Introduction:

There is a lot of talk around Enterprise AI i.e. using AI at the enterprise level particularly in areas such as Customer Service and Marketing. Salesforce (Einstein.ai) is researching and enhancing the capabilities in 3 different fields: Vision, Language and Voice.

Vision

Vision can be used for:

  • Visual Description
  • Visual Question Answering
  • Visual Object Detection

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Posted in Saleforce CRM, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, Salesforce Einstein.

Working with Salesforce Account Teams

In Salesforce, Account team is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application say ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor. Now each of the team member has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

Use of Account Team

Using Account team, we can grant access to account and their related contacts, cases and opportunities. Account team is good to use in private sharing model where users cannot see/edit other accounts. We can include any set of roles in account team and can assign a user to every role who will then be part of the account team and will be responsible for the account. We can use a member of the Account Team to:

  • Identify responsible people on an account and contact them.
  • Assign role-specific tasks on the account.
  • Using account role, send campaigns on an account team member’s behalf

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Posted in Agile, salesforce administrator, salesforce consultant, Salesforce Implementation, Salesforce.com, Team Collaboration. Tagged with , , , , , .

7 Ways Technology is Changing the Face of Treatment Centers

salesforce technology

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 Development Best Practices

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.

Salesforce Development Best Practices

Salesforce Development Best Practices

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Posted in apex develeopment, Apex Development, Salesforce, salesforce administrator, salesforce certified developer, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development, Salesforce.com, sfdc. Tagged with , , , , .

Sales and Marketing Automation for Addiction Treatment, Part 1

Mirketa AppExchange
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 were 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.

Download our eBook “How to Leverage Salesforce for your Addiction Treatment Centers”

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Posted in Agile, Learn Salesforce, Salesforce, salesforce administrator, Salesforce Challenges, 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, Salesforce1 Mobile app development. 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.

Why and how to keep your Salesforce Org clean of Duplicates

Mirketa Salesforce Org clean of Duplicates

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!!

Posted in AGILE Tools, DataLoader, Learn Salesforce, MirketaInc, Salesforce, salesforce administrator, salesforce customization, Salesforce Support Packages, salesforce Tips & Tricks, Salesforce.com, sfdc, Uncategorized. Tagged with , , , , , , , , .