Category Archives: salesforce consultant

What is Outbound Message in Salesforce

Outbound Message in Salesforce

Outbound message in salesforce is a kind of action that sends the information to an end-point (External Service) in the form of XML (Extensible Markup Language). It used to send object field data to your third-party application to perform the specific task as per requirement. It also played a very big role in the Integration of salesforce with any other application. You can send the outbound message using workflow, entitlement processes or approval processes.

The best thing about the outbound message is, you do not need to write any apex code you can create it by simple point & Click. When you send any message to an end-point than it will get the information of the data in the fields which we are sending in the outbound message in the form of XML. You can use RequestBin.com which will provide you the end-point to use and you can get the XML there.
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Email Services in Salesforce

Email services in Salesforce are automated processes that uses Apex class to process the Attachments, Headers and Contents of an inbound email.

We can associate each email service with one or more Salesforce-generated email addresses through which users can send messages for processing.

Use of Apex In Email Services

Apex class act as a medium to process incoming email messages. When we set up an email service in salesforce, we need to generate a special email address in which salesforce will receive emails.

We can use Apex to receive and process email and attachments from the external system to the Salesforce Platform.

The email that is sent by the external user is received by the Apex email service in salesforce and processed by Apex classes that uses the Inbound Email object. Continue reading

Posted in email services address salesforce, email services in salesforce, how to create email services in salesforce, Mirketa, MirketaInc, Salesforce, salesforce consultant, Salesforce.com, what is email services in salesforce.

Progressive Rendering in Communities

With Salesforce releasing progressive rendering in Communities in Summer 2018 release, one can have finer control over display time performance and polish your community’s experience to better engage customers. This feature is available only in Enterprise, Performance, Unlimited, and Developer Editions.

So,What is Progressive Rendering?

Progressive Rendering of pages and images in its simplest is a technique in which the page begins to appear, and the text can be read even before all the text and/or images have been completely downloaded.

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Posted in MirketaInc, Progressive Rendering, Progressive Rendering in Communities, salesforce consultant, Salesforce Einstein, Salesforce Lightning, What is Progressive Rendering.

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.

What makes SALESFORCE #1 CRM!!!

“Customer Relationship Management (CRM) refers to the management of relationships of a company  and interaction with its customers and potential customers.”

CRM offers various advantages such as improving and strengthening the business relationships, helping companies to stay connected to customers, streamline processes, and improve profitability.

As predicted by Gartner, by 2021, CRM will be the single largest revenue area of spending in enterprise software. There are several CRM technologies today, such as Salesforce, Siebel, Sage, Microsoft Dynamics, Pega, Infor, etc

In 2017, the top 10 CRM software vendors accounted for nearly 60% of the global CRM applications market amounting to $27.2B in license, maintenance and revenues. Last year Salesforce led the pack with a 25% market share, followed by Adobe and Oracle. Continue reading

Posted in Saleforce CRM, salesforce community implementation, salesforce consultant, Salesforce Einstein, Salesforce Implementation.

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 , , , , , .

Predicting Success of your Salesforce Development Project

Can you really predict the success of your Salesforce Development /Integration project with a high degree of confidence at the beginning of your project?

The answer is No!

But you can rate your people, process and tools that are required for success and use that to predict success with a ‘good enough’ confidence level.

Salesforce lightning

Pillars of Salesforce Development Project success.

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Posted in Agile, Apex Development, Salesforce cloud Implementation, salesforce consultant, salesforce customization, salesforce development, Salesforce DevOps, Salesforce Implementation. Tagged with , , , .

Playing with the Sentiments-a blog on Sentiment Analysis

People have always had an interest in what other people think, or what opinion they hold. Since the inception of the internet, increasing numbers of people are using websites and social media platform for expressing their opinion. Due to platforms such as Facebook, Twitter etc., it has become feasible to analyze and extract the public opinion on a certain topic, news story, product, or brand. Opinions that are mined from such services can be valuable. Data mined from these sources can be analyzed and presented accordingly to easily identify the online mood (positive, negative or neutral). This allows individuals or business to be proactive as opposed to reactive when a negative conversational thread is emerging. Alternatively, positive sentiments can be leveraged to identify product advocates as well to shape the business strategy by seeing the parts of the strategy that are working.

Salesforce Sentiment Analysis

Sentiment Analysis

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Posted in Learn Salesforce, salesforce certified, salesforce consultant, Salesforce Einstein, Uncategorized. 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 for Wineries: The Customized Winery and Spirits CRM

Any business trying to grow and increase their client base needs a customer relationship management (CRM) software program. It’s just a simple fact that even the smallest businesses can’t avoid for very long before keeping track of clients starts to consume the entire day. Wineries are no exception.

The wine industry has a tendency to be reactive with their wine sales after they build a client relationship. The wine industry needs to have a CRM that empowers wineries to take action proactively in their marketing efforts. Salesforce has this ability through the use of marketing automation, data analytics, and AI. Salesforce can use your winery’s historical data of purchases made by clients to predict what products that client may be interested in. This allows wineries to target specific customers with specific content.

Salesforce For Wineries

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Posted in Salesforce, Salesforce cloud Implementation, salesforce consultant, salesforce customization, Salesforce.com. Tagged with , , , , , , , .