Category Archives: Salesforce

Initially, Salesforce Surveys were originated in Spring’18 release. This basic feature allows us to create easy-to-use forms for collecting the feedback as well as data by using the simple editor. All the salesforce survey data you collect is stored within your org. If we’re looking for easily mapped responses directly into the Salesforce(standard as well as custom objects) automatically, then surveys are the best option. Through surveys, we can send follow-ups and we can add questions to our surveys and also customize or brand our surveys as well.

This blog will take you through what survey tools stand out as a great addition to the Salesforce platform. We can also use Salesforce to view survey data, create reports as well as dashboards and sharing these with our company.

Salesforce develops “Survey Product” further with every release (Winter’20), we put more efforts or power in the hands of admins to be able to send out surveys using an action on the process builder. Salesforce Surveys are used through transactional emails.

In this technology-driven world where data is considered as the oil for market and company mechanism, technology is advancing towards more customer-centric solutions. Data is and will be considered the driving force whether it’s from an offline or online source, segmented according to the channels or available in a different environment. Now companies are inclined towards personalization of customer data which will result in better marketing approaches towards prospective customers and to tend current customers in the best possible method.

We already had Customer Relationship Management (CRM) and Data Management Platform (DMP) for the purpose of engaging customer data and the newest entrant in this field is the Customer Data Platform (CDP). As both CRM and CDP start with the customer, there is a bit confusion between the two as CDP was regarded as an extension of CRM. As the market evolved with the usage of CDP, the confusion between CRM and CDP has been cleared. We are going to be more elaborative on CDP in this blog as this is the new tool which is considered as the latest fad in mark tech.

Salesforce Platform Events are just like another custom object that is used to connect External sources through Business Processes in Salesforce.

Consider a scenario where an app in salesforce notifies to an external app and in another one where an external product app notifies Salesforce for completion of manufacturing. So here salesforce and external system communicate through Platform event messages.

Salesforce Platform Events Triggers are part of the salesforce enterprising messaging platform and this platform provides an Event-driven architecture that enables the app to communicate inside and outside of Salesforce.Event-Driven Software Architecture

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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