Tag Archives: Agile

Working with Salesforce Account Teams

Salesforce Account teams 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 says ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor.

Now each of the account team salesforce members 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.

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Posted in Salesforce, 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 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 Salesforce, Salesforce Lightning. Tagged with , , , , , , .

How to avoid Data Skew in Salesforce

Data skew in salesforce 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 a large number 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 in Salesforce.

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Time Dependent Workflow Salesforce

Workflow

Time-based 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.

Time-dependent workflow has the following actions:-

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Posted in Agile, Salesforce. Tagged with , , , .