Tag Archives: Salesforce

Heap Size: Elephant in the room

Heap size is a common, yet neglected problem whenever it comes to Salesforce Apex development. Heap size in actual is the count of memory used by the variables, object instances in an Apex class. In order to store these objects & variables, memory is allocated in Salesforce which is derived from allocated Heap. The Heap size truly depends on the type of transaction, Salesforce provides a heap size limit of 6MB for synchronous transaction and 12 MB for asynchronous transaction. Whenever, too much data is stored during processing an error occurs prompting “Apex heap size too large”. You must have encountered this error at least once if you are a developer.

Here are a few tips to ensure that the heap limit does not exceed the maximum size and your code runs smoothly

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Posted in apex develeopment, Salesforce, salesforce development, salesforce integration, Salesforce.com. Tagged with , , .

Evaluate Lightning Web Components In Online Playground

Salesforce has introduced an online editor to try out Lightning Web Components. Lightning Web Components is the new UI development approach that Salesforce has; this is an evolution from the current Aura framework. Salesforce is to allow both Lightning Web Components and Aura frameworks to exist side-by-side.

To not just experiment, but also evaluate design considerations playground can be used. By using the instructions here, new Lightning Web Components can also be created on the interactive code Playground editor.

Dual Listbox is a control that that just shows a bunch of values on the left-side and allows user to choose the values and move them to right-side.

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Can dual listbox handle thousands of values on the left-side? Playground makes it quite easy to change the values of the values loaded.

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Posted in Salesforce, Salesforce Lightning, Salesforce.com, UI. 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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Here is what is happening in the above image:

Based on provided API schema specification, a schema definition is created that describes the API. Once this is done, named credential is created to authenticate to the service’s endpoint using the URL provided by the external service provider. The endpoint is URL that exposes the web services resources that External Services needs to interact with. Using the named credential and schema definition, external service is registered. External Services imports the definitions into your org and generates Apex actions, which are available immediately in Lightning Flow. While creating a flow, these Apex actions are added into the flow which sends a callout to the endpoint and output is returned based on schema definition.

Schema Definition for your external service:

Schema specification is basically a contract which contains which type of inputs and outputs can be included in the API calls that are made from your external service. Endpoint information and authentication parameters for REST based API service are also included in specs. On the other hand, schema definition is human readable structured data.

Below is the schema definition of a pet store Swagger API.

Pet Store Schema

This schema declares various methods available in the API and the inputs, outputs included in this service. For example, the below snippet contains information about a GET method which is used to get all the inventories by status.

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We will be using the Pet Store Schema to illustrate the whole external service in this blog.

Registering an External Service:

Registering an external service involves the below two steps:

1. Named Credential: In order to register an External service, you need to create a named credential first. Named credential is created to authenticate to the service’s endpoint using the URL provided by the external service provider. Create a Named Credential as below in your org:

  • For Label, use SwaggerPet.
  • For URL, use https://petstore.swagger.io
  • Leave other fields as they are and click Save.

2. External Service: In your org, go to setup and search for external service in the quick find box. Create a new external Service and provide the below information in the fields:

  • For name, give ExternalSrv1
  • For Named credential, select SwaggerPet named credential created in previous step
  • In the Service Schema Relative URL field paste “/v2/swagger.json”

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The generated actions are used in the flows. Below is the list of actions available in the pet store endpoint. We cover getOrderById action in this blog.

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External Services in flow:

Apex actions generated from external services can be used in lightning flows. When users run the flows, during runtime external services sends a callout to the service’s endpoint. Create a new flow and drag the Apex Action element. Select “ExternalSrv1_getOrderById__Service”

This action takes an Order id (any integer between 1 and 10) and returns details for that order like Order quantity, pet id, shipping date. Create variables for input and output data and configure the output variables to be stored in the variables as done below. Provide the default value of id such that 1<=id<=10. Set the input values and the output values by associating each with a flow variable. Make sure that the data type of input/output matches the input/output specs mentioned in the schema definition.

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Connect the Apex Action with the start element.

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After completing all these steps, click on debug. Doing this will start the flow in debug mode. On the next screen select Show details of what’s executed and render flow in Lightning runtime and click Run.

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Above is the output of “ExternalSrv1_getOrderById__Service” for order Id = 2. Similarly, other Apex Actions can also be invoked using external services and flow without writing any code.

Summary:

External services are a great tool which along with point-and-click automation tool like flows and process builders can be used to integrate any API with Salesforce without writing any code. It reduces the development effort and is very much admin friendly making the process of integration making this process simpler and thus cheaper.

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

Sales Forecasting

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The term ‘Forecasting’ by far is coined by the words ‘fore’ & ‘casting’, meaning predicting in advance… First Thoughts… are we trying to play GOD… Predicting in advance??

Oh no… That’s not it…

The best we do is act logical and have some stats to back that logic which results in a logical explanation to things.

Business Decision making has been a challenge for executives. No doubt, business decisions making needs analytical experience and that gut feeling, but that too is to be backed by some numbers and statistics. Based on the available data, forecasts simply tell what the future trend is going to be. As a result, executives have something to hold on to while taking significant business-related decisions because ‘numbers never lie’. But getting those numbers is not as easy a task as it sounds. These high-quality forecasts take a lot of time and effort due to which the demand for these forecasts is not usually met by the analytical team.

Companies based on their forecasted figures follow a certain educated guess which rarely hits on target, so as they say, ‘no forecasting model is perfect’ and it is because of the number of assumptions one must take into building a certain model. In sales institutions, the concept of demand and supply is driven by sales forecasting. Based on the historical trends and keeping in mind a ton of other factors like seasonality, cyclicity, periodicity etc., forecasting is done to reflect the best possible marketplace conditions. These factors are incorporated to include randomness and uncertainty giving the forecasting model a life-like scenario. To predict profit, one must know the number of products an organization is going to produce and sell in the next year and the price each of that product would fetch to the company. This prediction depends on the economic scenario of the coming ‘N’ number of months which will eventually decide the customer’s behavior and their buying patterns. All this cannot be known accurately beforehand while creating the forecasting plan. These are some of the assumptions one has to take while creating a forecasting model. That’s why forecasts are inaccurate, but this shouldn’t stop you from using them. Learning even a small amount using these forecasting models can give you an edge over your competition. Forecasts are not the means itself to excel in your business, they are just a benchmark for you to follow and reach a certain level.

As Oscar Wilde correctly said, “A good forecaster is not smarter than everyone else, he merely has his ignorance better organized”. There will always be gaps in these forecasting models as these are just a means for us to simplify a complicated problem. The best we can do is to judiciously use these forecasts for our advantage to back our gut instinct while taking a business decision.

Every organization uses one or the other analytical forecasting tool keeping in mind their key business factors. They plan for the next ‘N’ number of months and work accordingly to achieve and go beyond that plan. People like what is simple and that’s what our team of business consultants, technologists and data scientists did for you, they worked on the same problem statement and came up with DelphiA Sales forecasting and Predictive Analytics application for Salesforce CRM.

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Delphi intuitively uses collective organizational knowledge to analyze and predict forecasted values of opportunities. The complex algorithms predict when an opportunity in your pipeline will convert into an order and forecast’s the value of your Opportunities, Accounts and Sales Reps.

Delphi works on Machine Learning to produce quality forecasts.

Based on your Organization’s historical data Delphi analyzes the business trend and shows the forecasted output accordingly.

Delphi uses complex Machine Learning algorithms to give you a zero-hassle holistic view of your salesforce org in just a CLICK!! Delphi prioritizes your opportunity by generation opportunity score and recommends Sales Rep assignment for those Opportunities, helping you to allocate your resources and prioritize your work. It also tells when the opportunities are going to be closed and the forecasted amount that they might fetch when they are closed.

 

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Try DELPHI for free here!!

In all, Delphi is a forecasting tool which ensures that you are not left just only with your gut feeling while taking a crucial business decision. Now you do have a skilled analytical companion with you.

Thanks for reading!!

Posted in Analytics, Forecasting, Monte Carlo Simulation, Prediction, Sales, Salesforce, Salesforce AI, Salesforce Einstein, Salesforce Machine Learning. Tagged with , , , , , , , , .

Salesforce Deployment Tools

A typical development process requires building, testing, and staging before releasing to a production environment. During this development cycle, one might migrate many times, either to keep development organizations in sync or to move changes through development organizations toward production and this is what we call Salesforce deployment.

Salesforce deployment is the migration of metadata from one Salesforce organization to another. If you are looking to enhance your Salesforce DevOps (Continuous Integration and Continuous Deployments) practices, this blog could get you started with the basics.

There are number of deployment tools available each having its own pros and cons. Some of them are listed below:

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Posted in apex develeopment, Apex Development, force.com app development, salesforce development, Salesforce DevOps, salesforce integration, sfdc, Uncategorized. Tagged with , , , , .

Predictive Analytics

The success of any organization depends on its vision and its ability to shape the future course of action with unmatched accuracy and timeliness. Wouldn’t it be great if this prediction part is made efficient, easy and streamlined for your employees which could ultimately lead to better fortunes!!

Predictive Analytics is one such technique that holds the potential to rise your business up-ahead from the market competition.  Continue reading

Posted in Artificial Intelligence, Machine Learning. Tagged with , , , .

7 Ways Technology is Changing the Face of Treatment Centers

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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.  

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We hear a lot that wineries prefer to use a CRM or a software product that is specific to wineries. That’s a great option if you are just starting out, but you are missing out on a lot of value. It’s no secret that Salesforce’s success comes largely from its ability to be customized to each company’s specific requirements.  

To put it plainly, Salesforce can be made into a customized winery CRM. The advantage that Salesforce brings to wineries is the support received from the business and marketing analytics. So, a winery will have the ability to do what we have come to expect from a CRM plus provide these strong tools that are designed to drive more sales through smarter marketing campaigns. Salesforce will feel like your winery CRM, not just a generic winery CRM. There are even winery specific apps available as add-ons to Salesforce. For example, GreatVines is a winery and beverage distributor sales app that helps sales teams manage client data in a more customized way to the beverage industry. 

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

Thinking About Marketing Automation For Higher Ed?

How can we put our name in front of someone right when they are thinking about committing to a brand? This is the question we ask ourselves in marketing. The best marketing campaigns deliver a coordinated high-quality experience across every channel and with every prospect interaction. Marketing automation tools from Salesforce bolster an organization’s ability to deliver this syndicated message. Higher education organizations are thinking more and more about how to attract news students through marketing as the space becomes increasingly competitive. Marketing automation is a dream for any organization. Salesforce has made it possible for higher education institutions, and Mirketa Inc is able to implement that possibility with you.

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The Salesforce marketing cloud unlocks incredible recruiting possibilities for the higher education space. At a high level, marketing cloud uses data collected about prospects to then market back to prospects in the way that makes the most sense to each prospect and higher education organization. Salesforce has the ability for organizations to track the activity of prospective students on their website. Let’s say for example that a recruiter has met a bright student at a recruiting event at a local high school and this student agrees to give the recruiter a few pieces of administrative data like their name and email. The recruiter would then go back and enter this student as a prospective student as a prospect in their Salesforce. From that moment forward the recruiter would be able to see what sort of things the student was clicking on while visiting the school website, what they were searching, and how often they came back to visit.

It is obvious how powerful this information would be in targeting students that higher education organizations might view as a potential fit for their university. This same technology within Salesforce will assign this prospect a grade that communicates how good of a fit they would be within a university. So, for example, if the prospect continues to search for programs and look at things that may not be a strength of a higher education institution, then that prospect’s grade would be a little lower. This sort of information-based targeting and grading has enormous implications in ensuring students who start with a university, finish with that university. This is a metric that the Higher Ed domain watches with a close eye. Higher education organizations want to reduce the churn of students as much as possible to uphold their university reputation. After all, reputation in higher education can be some of the best marketing available.

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Posted in Salesforce, Salesforce cloud Implementation, salesforce development, salesforce integration, salesforce Tips & Tricks. Tagged with , , , , , , .

Salesforce & IoT

Anything that can be connected, will be connected.”  This quote by Jason Morgan of Forbes.com, is going to be, what future holds, with the increasing growth of the concept of IoT.  Simply put, Internet of things is a system of electronic devices or components, interconnected with each other through Internet and capable of exchanging data and information.  The devices include everything ranging from cellphones, coffee makers, headphones, smart wearables to components of machines like engine of an airplane etc. The IoT allows the devices to be remotely sensed and controlled using the existing network structure; which enables the opportunity to directly integrate them with other devices or networks. So basically, IoT is a giant network of connected things.

Why use IoT & How big is it?

A survey conducted by HP estimated that the growth of IoT will be exponential and by 2025, over one trillion devices will be connected through IoT. Another report by Cisco predicts that IoT will generate $14.4 trillion in value across all industries in the next decade. These surveys suggest towards a fully automated future.

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Posted in Apex Development, Salesforce, salesforce consultant, salesforce for healthcare, salesforce for small business, Salesforce.com, Visualforce. Tagged with , .