Do it yourself – Dynamic forms, conditional logic and field population

When working with online forms and salesforce CRM  it is an important rule of thumb to make sure that the data entering from the forms updates seamlessly to your CRM – the data must be synced. This ensures that the information is the same everywhere, that there are no duplication or differences that could arouse any confusion.

So, for example, if you are registering contacts in your online form, you can have them automatically created in your salesforce account instead of adding them manually, even more you can update more the one object from the same form. And the good news is that this is only one side of the salesfforce integration provided by FORMTITAN. This side is responsible for having data “Written” inside salesforce objects. But there is another side too – FORMTITAN, in comparison to other form builders, offers a Bi-Directional integration, which means that you can also “Read” from your salesforce objects including the costume ones.

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On this page, you can test your model. Copy model ID from your model and paste it in Model ID on this page. Your model should be successfully trained. Otherwise, you will not see the prediction.

Custom Models: Vision: You must give the Model ID of the image model. You can do a prediction for URL image, Base 64 string, and by uploading an image.

Language: (Available in V2) You must give the Model ID of intent if you checking prediction for intent. Must use the Model ID of Sentiment, if you are checking sentiment.

Standard Models: Vision: FoodImageClassifier, GeneralImageClassifier, SceneClassifier, MultiLabelImageClassifier, Language: CommunitySentiment (Check sentiment)

If you want to check the sentiment then copy CommunitySentiment and paste in Model ID.

Implementing Salesforce to execute the business operation is quite popular these days, but for this you must also know that a successful Salesforce implementation can only be done, if and only if you will follow the complete procedure before, during and after implementing it for your business. For which you may need to hire a proficient Salesforce consultant, who can guide you through the complete process of Salesforce implementation. This blog is written to provide you complete information to hire a skilled and experienced Salesforce consultant for your business.

Whether or not you should use the consultant service to implement the CRM system depends on the answer of following listed questions. So, if you are not sure that whether you should take the service of Salesforce consultant or not

Here are checklist of answer following questions before taking any decision:

1. Before hiring and Salesforce consultant you must know that where you want to go, for which you must know clearly that why you want to implement Salesforce CRM, so that you can tell the consultant about your requirement.
2. When you hire a Salesforce consultant, then it is possible that your employees can also do a similar task, to provide you the information about the need and the help you in implementation, but you may not wish to engage their potential for another task, so decide clearly that whether you will use your own employee or will outsource the service?
3. Will consultant add any extra workload for the employees? If you have earlier hired any consultant and have had any unsatisfied service, then figure the situation clearly and then take your decision.

So, now after determining the answer of above listed question, it is time to search for a right Salesforce.com Implementation consultant, which may be quite time consuming and bewildered process On internet there is available a lot of information about, which CRM system and consultancy you must use. When you choose two or more consultants, then now it is the time to meet them and know that how they will provide you the solution of your problem?

For this check that when you tell your problem to them, then he listen to you or just provide you the details of his work, as you already know about his services so it will be great that he must only listen and talk about your customers, your competition, your products, your project and your competition. In case, if they talk about these points, then it does mean that they understand your requirement and know that how they will provide you the solution of your problem?

When you find yourself convinced with their solution, still there are a few more questions, which you must ask to them:

1. Ask for the reference clients: You should ask the consultant to provide you the references, so that you can know their ability in the same field.
2. How do you define “Done”? : Good consultant will always try to bring the project near to close end and it is quite important that they must understand, that where the project will finish?
3. If you won’t be hired then who will be your competitors? : By this question, you can check the level of confidence of the consultant; either they will just evade this question or will answer you directly or will fear about losing the deal.
4. In this way you can select the Salesforce consultant for your business, when you will identify the need of so.

With increasing technological innovation and the industry shift towards high paced and reliable software solutions, sales force development is one of the hottest trends as of today. This particular technology has not only taken the market by storm but has also earned the reputation of being one of the highest paying technologies nowadays. Before we proceed on to further discussions about the career prospects and opportunities of being a Salesforce developer, here is a basic overview of what Salesforce development really is.

OVERVIEW

Salesforce is a cloud technological solution which finds vast application in the modern world. A Salesforce’s developer strategy is primarily towards:

Development of social and mobile applications using extended development environmentCreation of extensions which are applied in the Salesforce app exchangeCustomization of Salesforce environment according to the users’ preferencesIntegration of the Salesforce apps with other third party applications for a greater applicabilityTHE PERKS OF BEING A SALESFORCE DEVELOPER

Pursuing a career in Salesforce development eventually has its own perks. Some of them are listed below namely:

Rising demand for Salesforce developersAccording to the recent reports, the cloud computing market is expected to cross the $127 billion mark by the end of the year 2017 and the figures for the same are expected to rise exponentially. Considering the vast scope of opportunities, especially in the Fortune 500 companies, one cannot simply deny the fact that every aspiring professional ought to have a basic knowledge of Salesforce technology to emerge out as a suitable candidate for the profile.

Lucrative pay gradesAs per the reports generated by recent surveys, Salesforce developers have an average salary of $88,807 amongst the 99 respondents of the survey. A Salesforce admin salary might range from a minimum average of 433,800 INR per year up to around 600000 INR per year. The figures for the same may vary depending on the certification levels, the admin roles assigned and the type of business vertical the corresponding individual is involved in.

Prospective career growthThe most sought after IT professionals are primarily the Salesforce developers. They are especially in demand by the top notch IT companies as of today. This is a potential opportunity for the strongest career growth and a whole lot of learning experience on the whole.

Excellent learning opportunitiesSalesforce has its variety of applications in the various sectors of the industry. This provides for a universal learning experience with credible creative and interesting opportunities for better skills as such. This is one of the most potential benefits of having a feasible career in the Salesforce IT sector.

HOW TO GET AROUND WITH THE SALESFORCE CERTIFICATION

The primary factor to get a head start with your sales force training and placement requirement is to get your hands on a reliable salesforce developer online training. We provide for one sales force for beginner’s course which caters explicitly towards a better understanding of the various concepts of the Salesforce technology domain. This is essentially important to have a basic insight into the different aspects of Salesforce technology and also have the preliminary know-how of the corresponding concepts.

You can also avail an advanced Salesforce online training and certification delivered by our expert professionals and specialists online. We bring to you some of the best industry based experience that specializes in interactive teaching and real time application systems. No doubt, there are a large number of websites and providers on the internet which claim to give the best of Salesforce online training free facilities. Sadly, not all are well equipped to boost your career opportunities in the way you want.

Hence, edifyself.com brings to you some of the best quality content delivered to you with utmost efficacy levels. You can choose from a variety of courses, best suited to meet your career needs and improved professional alignment. A greater part of the sales force course details including the Salesforce admin course costs and the placement opportunities for the same are discussed in detail on our website for further referencing. The biggest perks of undergoing our training and certification courses at edifyself.com are our highly flexible pricing schemes. Additionally, we also provide free online sales force training ppts, demo materials and the like for better reference purposes on the whole.

CRITICAL STATISTICS YOU DEFINITELY WOULD NOT WANT TO MISS OUT

Being a Salesforce developer in the IT sector is not so boring after all. Contrary to the popular opinion, there is way more fun in automation, especially with the integration of a massive technology like the Salesforce domain. If one were to analyze the average salary of a Salesforce developer, it might peak up to a maximum of $112,620 (The US only) with an annual growth rate noticed at around 58 percent in the last 4 years or so. Although an average experience of around 2-5 years is required, a certification program would be the best to help you up in the ladder in this case.

There have also been around 7975 job openings in the past 12 months in US only, which is quite a brow-raising trait noticed in the corporate IT sector. The core competencies in this particular domain include salesforce, apex, visual force, lightning, Java/C#/OOP, and JavaScript, Jquery, Angular JS, Bootstrap, SQL/SOQL and web services respectively. The basic essentialities of a Salesforce developer would include extensive brainstorming, problem-solving and creative QA planning including extensive team work and correlation with the latest market trends for an opportunistic development on the overall.

CONCLUSION

With more than half of the IT sector focusing on the salesforce technological domain and the leading MNCs like Accenture, Anthem Bluecross, etc seeking a maximum of creative salesforce developers and administrators, a certification course in the same, would prove highly beneficial for prospective career growth in the near future. Edifyself.com carefully reviews the salesforce trends of the IT domain and provides for an amazing learning experience delivered to by the best of professionals and expert specialists of the IT industry.

-By Edifyself

Salesforce has a number of features. Some of them are useful and mostly used by the Salesforce users and developers, while a few features are rarely used by anyone. One of such feature of Salesforce is Macros. Though Macros are very useful feature in certain cases, but most of the Salesforce users are not using this feature, even a number of Salesforce users are not much aware of these features. This blog is all about this unavoidable and much useful feature of Salesforce, which is known as ‘Macros’.

Salesforce Macros

Just like usual Macros, while using Salesforce one can also create and use the Macros. Macros are smaller functions, which can be created by Salesforce users, for any of the repetitive task and can be used directly later. Salesforce Macros can be of much use, if created and used by the Salesforce users properly.

Macros can be created for those tasks, which are performed in a number of steps, e.g. if any Salesforce agent open any case in the console, open and navigate the case, and after selecting the status of the case, saves it. Here, in such situation the user can easily create the Macros, clicking on which will help the user to perform all of these steps in a single click.

In another case, the marketing professionals can use the Macros to send the emails or to perform any of their repetitive tasks. For sending emails the steps like selecting an email template, sending it to customers and updating the case status can be done with the help of single Macro.

Use of pre-defined Macros can save much time of the user, just by a providing a single click event.

Working of Macros

Macros are basically a set of instructions, used to perform a set of tasks that are usually performed manually to complete that task. When the agent select the Macro, these, entire set of instructions, defined through Macros are performed by the system automatically. In this way they can provide the consistent working environment to the Sales reps or the users and as a result of which they can concentrate on their customer service in a better way.  Salesforce Trailhead defined Macros as under:

“The Macros are those functions, which can speed up the productivity of the Sales reps and streamline the agent’s workflow, e.g. if Sales reps receive the similar mails from his clients about any complaint or grievance, then by running the macro, he can insert the reply text quickly, mentioning the policies of the company and send it to them. Here even there the chances of any mistake done by Sales reps, while mentioning company policies are also reduced up to great extent as the text is directly inserted by the Macros and so they do not need to be worried about  any minute mistake, while inserting the text in emails.”

Types of Salesforce Macros

Salesforce Macros can be of following three types:

1)      Irreversible Macros

Here irreversible means that there will be “Submit” instructions defined with the Macros and the user cannot Undo any of the defined permission. These Macros can do or perform the tasks, which the agents cannot do, like to update any of the case field or to send any outbound email.

2)      Regular Macros

Regular Macros are just simple Macros defined to perform a set of tasks, which require a number of the mouse clicks and takes lot of time for completion.

3)      Bulk Macros

These Macros are just Irreversible Macros and agents can use these Macros at a number of places at the same time, about same issue they can use them in bulk. Agents can choose the tasks in bulk, select the cases from  the list view and run the bulk Macro, to send the emails to them .In this way they can save their time and perform bulk actions in minimum time.

Conclusion

Salesforce Macros are one of the most useful features of Salesforce application and are available in Performance, Developer, and Unlimited and Enterprise edition. The Macros of Salesforce can be used in number of cases by various department and employees. Using Macros can save the time to perform a number of tasks of the agents.

Good news for all those who are eagerly waiting for Salesforce Marketing Cloud new release. With great new features and overall enhancements, the Salesforce Marketing cloud is now live on 16th of June with new update. Just like every earlier release, the June 2017(208) update is of no different with new innovations, top requested customer answers and more.

Grabbing the attention of more audience is key to gaining special focus in market. And Marketing Cloud supported it by being as a continuous driving force for maintaining ongoing stability and reliability among the users.

Let’s have a quick look at June 2017 Marketing Cloud highlights

Support in building content for emails – Send email activity

Activities section of Automation studio is now supported with automatic creation of send email activities. This advancement encompasses pre-headers editing, send throttling configuration, choosing of destination folders tracking and pre-send audience counts viewing.

Email studio

Validation of Preheader and Subject shows a notification of call out test related words in your email, to avert forwarding of live emails comprising these words. Words that trigger a warning encompasses test, draft and proof. Further an administrator will have an opportunity to configure the list based on the language or situation under send management page of Admin in Preheader and Subject validation page.

iOS Email Click Activity

Every user now has the option of viewing click activity such as attaining full info on unique and total clicks and opens and track clicks within each email. Also, can envisage the links by CTR, unique clicks and total clicks.

Content builder email support

Each user now has a prospect of choosing email built from within the sales and service clouds with content builder and legacy tools.

Journey builder

Built your journeys with tags to improve your backlinks from other marketing cloud assets

Social studio

Engage with your targeted audience using video and GIF playback. Create a Pinterest Dashboard, view and track the volume of pins and comments you receive.

To stay updated check this space on your next visit. For more details contact us at usasales@etisbew.com

Are you seeing for keen solutions that offer prompt and tailored services to your clienteles? Is your occupational anguish on account of growing customer grievances and advanced support prices? Is your existing Support Platform upsetting, imperfect and doesn’t permit customizations, promotions and incorporation? If yes, it is great time you should deliberate on organizing Salesforce’s Service Cloud as your provision automation platform to guarantee enlarged sales and improved customer involvement.

Here are some stimulating visions on why should you choose Service Cloud over any extra support optimization platform.

Helps you to find out client issues faster

Service Cloud allows faster determination of customer grievances as it permits you to organize live agent support decisions intended to deliver a connected involvement that not only re-establishes the sureness of your clienteles but also benefits in delivering immediate solutions to their glitches. Service Cloud platform permits the use of numerous service apps to find customer service necessities, workflow apprises and guide clienteles through self-service procedures. While most CRM solutions offer real means of handling your clienteles, incorporation with Service Cloud will permit you to reinforce your association with your clienteles.

Joinkeener self-service edifices for official users

The Service Cloud platform permits well-organized integration of all support procedures and the linked functions in a solitary platform where service representatives can competently deliver instantaneous answers to client enquiries, questions and response. Use this platform to advance service answer rates by organizing smart track knowledge systems that report the requirement for product preservation or presentation feedback mechanically. Links to online public groups and conversation forums permit clienteles to self-seek responses to their enquiries and creativities can use these platforms efficiently to endorse self-service structures – thereby bouncing cases and falling support charges.

Social Client Service

With the natal of social media comes client response and communication that has never been knowledgeable before. Social Client Service turns those tweets and rank updates into somewhat that your occupational can use to provision your customers. Starting Social Customer Facility means that you can take a Social Media side track informs posted online and reply to them consequently. Tweets and informs become supplementary cases and mediators using your corporation Twitter and Facebook records can answer to each referenceguaranteeing your occupational stays flooded in the digital age.

Email to Salesforce or to Case

Triggering Email to Salesforce permits your business to send and obtain emails from your individual email accounts and subordinate it with Salesforce archives. Set up Company Wide Email Reports permits clienteles to direct emails to support@yourcompany.com that inevitably generates case records for your Support Managers to start effort on.

Case Appreciation Rules

Want to distinguish when a case is captivating too long to resolution or when a client is not satisfied with a shut case? Generate Case Escalation Instructions that will repeatedly reopen shut cases or showed alerts to Support Bosses or Managers for cases big than a quantified date. With this feature, you can guarantee that each customer communication is the finest customer collaboration.

Web to Case

Having set up your Public Site, it’s finest to stimulate Salesforce’s Web to Case characteristic as well. Web to Case permits you to set up a Contact Us method on your Public Site for clienteles who favor to log cases available after grueling your site’s Information Articles. Cases twisted from Web to Case have their individual Case Origin worth that you can practice for reportage and pursuing. What’s further, you can take your Web Developers modify the produced HTML code to completely assimilate with your occupational theme, symbol and enterprise.

Salesforce Support

Give your managers the whole thing they want in one page by permitting Salesforce Console. The Support is a valuable native feature that places in only the applicable tabs for your managers to use. Sub tabs are accessible to each case that undoes up new pages and is connected only to each specific case.

Salesforce support services offers numerous advantages over most support optimization stands in terms of bringing quick customer facility, inspiring presentation values, and building the standing of your occupational. The platform delivers users with automatic structures to walk through client service requests, modernize work procedures, and build information based competences for real resolution of client subjects.

We all want clienteles and we want our clienteles to love us. When it arises to really bringing customer service that grows our customers to like us, that’s a completely diverse conversation. We all contemplate we deliver decent customer service, but that’s not relatively correct. The fact is, most of us don’t essentially deliver wrong customer service. Our clienteles don’t hate us, they don’t feel neglected and in numerous cases, they feel addressed well, but that’s not decent customer service, it’s merely a service. When we’re speaking good customer service, we mean astonishing customer service. We’re speaking service that gets clienteles recognition.

The main thing for virtuous customer service is building respectable relationships with your clienteles. Acknowledging the customer and endorsing a positive, cooperative and friendly situation will guarantee they consent with a boundless impression. A contented customer will return frequently and is probable to spend more.

To guarantee you offer the finest customer service:

·         distinguish what your clienteles contemplate to be good customer service

·         yield the time to discover out clients’ expectations

·         track up on equally constructive and bad feedback you obtain

·         guarantee that you deliberate customer service in all characteristics of your occupational

·         Unceasingly look for ways to progress the level of customer service you bring.

Reinforce your customer service assistances

Initially, it’s significant to make certain that your customer service group has the correct skills for handling your clients ‘requirements. No quantity of CRM software can recompense for inadequacies in this part. But what services should you be seeing for in a customer service executive?

·         Understanding, tolerance and constancy. Some clienteles will be furious. Others will be filled up of queries. And others will merely be talkative. You must distinguish how to grip all of them and deliver the similar level of service each time.

·         Flexibility. Every client is diverse, and roughly may even seem to variation week-to-week. You must be able to grip astonishments, sense the client’s mood and acclimatize accordingly. This also comprises a readiness to learn– providing respectable customer service is an unceasing knowledge process.

·         Clear statement. Guarantee you carry to clienteles exactly what you mean. You don’t need your client to think he’s receiving 50% off when he’s really receiving 50% more creation. Use genuinely optimistic language, stay happy no matter what and at no time end a discussion without settling the client is content.

·         Effort ethic. Clienteles escalate a rep who will see their problematic through to its determination. At the similar time, you must have decent time management services and not devote too much time in supervision of one client while others are waiting. Stay attentive on your motives to attain the right stability.

·         Knowledge. Eventually your clienteles rely on you for their information of your product. Visit informed sufficient to reply to most questions and know where to turn if the queries become too thorough or practical for you to answer. But don’t be frightened to say “I don’t distinguish” either. Clienteles will escalate the uprightness and your energies to find the correct answer.

Numerous time client grievances reveal glitches or matters that can be enhanced upon, so always be accessible to listen to your clienteles.

Make the choice nowadays to treat all your clienteles well, since we know that inordinate customer service is the inexpensive and finest marketing tool accessible. Of course, great customer service brings over and above prospects, and that’s when your occupational will be satisfied. Contented, pleased clients are those individuals who will be contented to mention you; though, the contradictory is also true. Dissatisfy or let a client down; fail to bring on your potentials; or disregard a client or their grievance and you can be unquestionable that they will be effective all their personal and friends about you and your occupational.

Recall every second counts.

Clienteles hate to delay. So, give your managers the helpdesk software and salesforce support services they require to support customers as professionally as conceivable. After all, dropping the time it takes to support customer straight decreases the time other clienteles must wait, too. At the similar time, be sure to inspire agents to resolve each problem entirely; speed is significant, but tenacity times should never undermine customer gratification.

Files replaced Attachments in Salesforce.  Now any type of document upload becomes part of Files/Content in Salesforce. With all the other advantages over Attachments, the best one is Files can be shared across objects, means having a attachment with multiple parents.

In lightning experience, any attachment upload is uploaded as files after Winter 16.  But in salesforce classic you need to go to files settings and check “Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments” to make this happen. From then onwards Attachments will be uploaded as Files from classic too.

We all being uploading attachment in different ways one and of the ways is via Apex. Now how to upload Files as Attachment using Apex ? It is very simple you just need to understand the object relations and thats it.

ContentDocument This object record you don’t create. It gets created when you create Content Version who is child of ContentDocument. But Id of this record will be required to do other stuff.