Tag Archives: Salesforce

Kickstart Your Community implementation in Salesforce

Businesses now-a-days are using one or the other CRM tools to maintain their sales processes and sales pipeline. The way the businesses run is changing rapidly, so are the ways the customers interact with companies, as well as the ways the companies interact with their partners. And all this change requires something that has the capability to engage all these entities. What businesses need now is the right platform that can serve as an interactive bridge between businesses, customers, partners and employees.

Salesforce Community Cloud is an online social platform that enables companies to connect customers, partners, and employees with each other and the data & records they need to get work done. This next-gen portal combines the real-time collaboration of Chatter with the ability to share any file, data, or record anywhere and on any mobile device.

Community Cloud allows you to streamline your key business processes and extend them across offices & departments, and outward to customers and partners. So, everyone in your business ecosystem can service customers more efficiently, close deals faster, and get the work done in real time.

Because Community Cloud is built on top of Salesforce platform, you can connect any external system or data directly into the community. Your organization gains the utmost flexibility to easily create multiple communities for whatever use case your business demands.

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Posted in Sales Cloud, Salesforce, Service Cloud. Tagged with , , .

How to Update Status for Salesforce object in a custom Lightning Component

In Salesforce, maintaining the last update status of a view once it loads as a component can be tricky. JavaScript has an asynchronous way of executing after all. Resetting the counter after each component refresh from the custom refresh button may take a while to debug. Here is a way I resolved my problem. With a few tweaks here and there with some horse shoe fitting hope it helps your too.

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Posted in force.com app development, Salesforce, Salesforce cloud Implementation, salesforce customization, salesforce development, Salesforce Lightning. Tagged with , , , , , .

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 Delphi – A 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:

Change sets

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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 , , , , , , , .