Tag Archives: Agile

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 , , , , , .

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 Lightning External Services, Salesforce makes this a lot easier and admin friendly.

With 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. Swagger or Interagent-based API definitions can be used to define an external service. Once the definitions have been imported, you can create lightning flows which will invoke actions generated from the API definition schema. Below is a depiction of how external services works.

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

Data Skew in Salesforce

Data is getting generated at an explosive pace nowadays and we are running out of storage solutions in order to manage that data. Researches by multiple magazines and portals suggest that 90 percent of the total data in the world was created in the last two years only. This pace continues to increase day by day and we are slowly approaching a state where we would not be able to deal with this data. Salesforce is no exception in this case where organization instances are having large amount of records related to the business process needs. When this plethora of data is not managed properly, we slowly approach a state which is termed as Data Skew.

What is Data Skew?

Data Skew generally refers to a condition where data is distributed unevenly in a large data set. In Salesforce, data skew occurs when more than 10000 child object records are related to a single parent object record, or more than 10000 records of any object are owned by a single Salesforce user. This skewness leads to major performance hits and long running processes which are something that one should avoid.

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Sales and Marketing Automation for Addiction Treatment, Part 1

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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 , , , , , , , , , , , , , , .

Will your Agile Transformation be an Epic Failure?

AgilePicture-2

Image credit: Miranda Kumar (at age 8)

For the last 20 years I have been in the business of helping companies get better at developing software products. I started my career believing that the highly structured processes like CMM Level 5 will magically take care of the software projects woes. After two disappointing years, I moved on to Rational Unified Process (aka RUP). After another 6-7 years of disappointments with RUP the natural progression in my thinking and (coincidently) software development process evolution took me down to the path to Agile. My success with Agile processes has made me a believer in the process.

Unfortunately, many of the teams that start their journey towards the Agile land don’t ever reach there. Across the board I have found some common traits in the teams that failed with their Agile transformation effort. In this article I have shared all of them. Feel free to add more from your experience in the comments below.
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Posted in Agile, AGILE Tools, JIRA, JIRA on Demand. Tagged with , , , , .

SILVER BULLET

No matter how terrifying a monster is, humans always try to find the silver bullet, to bring the inexplicability of the monster to a level of comprehension. Software is referred to as such a monster because its ever-expanding level of complexity brings with it, multifarious issues which themselves are monstrous in their own accord.

 

The inherent properties of a modern software system are conformity, changeability, complexity and invisibility. Conformity is a necessary evil and normally has no logic to it but, for organisational restrictions. Changeability again is a constant sword hanging over software systems. Complexity of software systems is rather interesting as it is desired and not accidental and yet constitutes most of the monstrosity of software systems. By invisibility, I refer to the fact that that there isnt any tool that can physically and convincingly represent a software system and this limits us in ways nothing else does.

 

Lets backtrack to when abacus had just been invented, we thought this was definitely an answer to the egregious calculations. As calculations became more and more complicated, seeking an answer led us to the beautiful concept of object oriented programming. It was a moment of celebration for developers all over the world as they thought- finally we have our solution. OOP with its modularity, reusability, reliability, maintainability etc. definitely addressed a lot of issues. However, software is abstract and a conceptual entity and hence visualisation of its impact and its challenges is indefinitely and inherently complex. We have now come a long way and invented supercomputers like IBMSequoia, CrayTitan, NUDTTianhe-2, and yet we are not close to our silver bullet. OOP, however, many would argue, is the closest thing to a silver bullet in the software world.
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Posted in Agile, JAVA, MirketaInc. Tagged with , , , , , , , , , .

Time Dependent Workflow for less than an hour

Workflow

Workflow is an automated process to implement the business logic, that evaluates the record at the time of creation or update. It is one of the most powerful tools of Salesforce.

Why necessary??

Workflow becomes indispensable to organizations for maximizing efficiency in their business processes. It allows tracking of processes.
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Posted in Agile, Learn Salesforce, Salesforce, salesforce Tips & Tricks. Tagged with , , , .

jQuery tutorial for beginners

What is jQuery?

jQuery is a lightweight, “write less, do more”, JavaScript library. jQuery is a fast, small, and feature-rich JavaScript library. It makes HTML document traversal and manipulation, event handling, animation, and Ajax much simpler with an easy-to-use API that works across a multitude of browsers. jQuery is absolutely amazing. It’s cross-browser, easy to learn, and makes adding interactivity to your website a breeze.

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 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.
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Posted in Agile, CSS, HTML/CSS, Java Script, UI. Tagged with , , , , .

What makes good teams to fail?

Case Studies Project FailuresOver the years I have seen many good teams make a few common mistakes that led them to failures. In this post I have picked up 5 case studies where teams with good track record of success failed to meet their goals. These teams worked at companies of different size & culture. The project work included enterprise web application development, custom force.com application development and Salesforce.com integration with other cloud application, process change management and sales and marketing for a start-up product/services.

After seeing the teams repeating these common sense mistakes over and over again, I come to believe that common sense is not the common after all. Watch out for the early symptoms of failure and correct your course before it is too late.

http://www.mirketa.com/blog/wp-content/uploads/2013/10/TalesofFailures.pdf

 

cheers

Rajeev

Posted in Agile, Process Change Management, Salesforce.com, Visualforce. Tagged with , , , , .