Category Archives: Salesforce Challenges

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.

Integration with Salesforce Lightning External Services

Nowadays there is an API Integration in almost every org. The main purpose of integration with another service is to avoid reinventing the wheel. However, the development effort that is required to integrate with services is a complex and time-consuming venture.

It reduces speed to market, but it also saps developer energy that is better spent in the front end, building the features that will really differentiate their app. With external services salesforce makes this a lot easier and admin friendly.

With salesforce external services you can connect to any service that you want to, invoke methods based on the external source via a flow all with the help of an easy-to-use wizard. Declarative tools are used to import API definitions right into Salesforce. Continue reading

Posted in Agile, Salesforce, Salesforce Challenges, salesforce development, salesforce integration, Salesforce Lightning, Service Cloud. 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 , , , , , , , .

Pardot Software Implementation

What is Pardot?

We have all undoubtedly heard about how great it could be for sales people, but is that as far as this powerful tool can take Salesforce users? Of course not. Pardot Dashboard is a perfect tool to include as part of your Higher Ed Salesforce implementation.

Pardot is B2B marketing automation solution that ultimately makes the jobs of sales and recruiting teams much easier. We have seen more and more Higher Ed Salesforce pardot implementations including Pardot for their recruiting teams and it’s obvious why once you begin using it.

The features in Pardot software implementaton provide a seamless connection between your marketing campaigns and how your recruiters can interact with prospects. Continue reading

Posted in Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce consultant, salesforce customization. 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.

What is Salesforce Development Best Practices

Salesforce Development Best Practices

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Posted in Salesforce, salesforce certified developer, Salesforce Challenges, salesforce consultant, salesforce customization, salesforce development. 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.

Top Salesforce duplicate management tools on Salesforce AppExchange

salesforce duplicate management tools

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Posted in Data Loader, DataLoader, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce Duplicate Records Tools. Tagged with , .

What is view state error in salesforce

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 in salesforce and here follows a brief detailing of the issue.

View state error in salesforce 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 view state error in salesforceA screenshot showing a view state error in salesforce

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Posted in CSS, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, salesforce customization, salesforce development, Salesforce.com. Tagged with , , , , .