Purchasing Salesforce for business operation success is not a gurantee to be successful in the business. Usually when a new organization implements Salesforce they begin it with proper training and roll-out, which they find necessary in order to train their employees to make the Salesforce implementation successful.

The Salesforce consultants are those who can provide the expert business help and the support the organizational operations as well, through their advice and providing technical and non-technical implementation help of Salesforce CRM. The CRM implemented in any organization can provide the success to their business, but these CRMs can only prvide the success, if they will be implemented successfully and each and every employee wull find it easy to use Salesforce CRM for their day to day operations. Here is the point where the Salesforce consultants can provide them full assistance and proper training to your staff as well.

In such cases companies also need to hire Salesforce consultants, which are certified, experienced and skilled professionals, who are capable to make the implementation quite more successful. The companies get a number of benefits by hiring any Salesforce consultant for the successful Salesforce implementation. Following are a few of them:

1)      Time Saver

Hiring a Salesforce consultant can save lots of time, as the response rate of these companies is too high, which can ensure no waste of time. As the Salesforce consultant are highly experienced and skilled professionals, so know the all technical details of the implementation. Earlier the companies assume it is quite tough to find a perfect consultant and to explain them the complete problem set, which they are finding difficult, but truly y hiring a skilled Salesforce consultant you can keep your company at the top.

2)      Expert Help in Serious Decision Making

When you expand your business, you may have to make a number of decisions and may need to make changes in your CRM as well. Here in this regard the Salesforce consultants again can provide you an assurance about a hassle free future expansion of your business operations. A number of organizations have used the service of consultants, who can help you in making your business operation or expansion related decisions. So, investment on Salesforce consulting service will surely pay off the organizations. Through an expert help, you can also remain assured about future impact of your decisions on business.

3)      You can fix plenty of problems

An outside consultant can provide you unbiased opinion, so the business owner can make their decisions, which are related to your business. Therefore you can deal with any of the serious problems, the money can also be saved y reducing the risks of any business decisions. You can also fix your problems or eliminate them depending on the circumstance and moreover, if you will know it in advance, then can take your decisions in a better way.

4)      Quality and Experienced Outside Service Provider

Many times, it happen that you can take your decision but may feel the need of any outside opinion, now an outsider consultant can fulfill that of your need. The consultant can provide you complete and thorough understanding of the problem and provide the suggestions as well. The expert consultants can be advantageous and provide you result oriented help in an experienced. The Salesforce service can be your need and provide you a number of benefits as well.

5)      Timely and Accurate Problem Solution

By hiring a Salesforce consultant the organizations can get the assured, timely and accurate solution for any of their business operation problem. The user need not to think about any of such issue and can solve any of your problem easily. If the organizations will hire any Salesforce consultant having experience of Salesforce implementation for the similar business process, then the successful guaranteed solution can assure the business expansion or implementation success.

So, if salesforce consultants, especially from any organization, which is into this field from a long time can not only make your investment successful, but also can provide you a planned and organized implementation of the CRM. The consultants, having experience and certification can provide you above listed and many more benefits.

You can check for the available service provider of Salesforce consulting services, as there are a number of such consultants are available in the market, but you can shortlist the provider as per your need, or those who have provided the service to the similar business organizations as of yours. There you can find the provider and hire their service as well. The employees of the organizations can also get their doubts about new CRM implementation clear by taking the advice of these consultant and can be assured about the result of any of of their future decision.

Below is an example of how to use Salesforce Trigger to count number of completed tasks in a single contact

trigger UpdateAccountNameFromContactLastName2 on Contact (before insert, after insert, before update, after update, before delete, after delete, after undelete) {
    set<Id> setAccountIds = new set<Id>() ;
    if(Trigger.isInsert){
        for(Contact oContact : Trigger.New){
            if(oContact.lastName != null) { //although lastName is required field; still checking for null
                setAccountIds.add(oContact.accountId) ;  
            }
        }
        system.debug('after insert-setAccountIds:: ' + setAccountIds) ;
    }    
    if(Trigger.isUpdate){
        for(Contact oContact : Trigger.New){
            if(oContact.lastName != null && oContact.lastName != Trigger.oldMap.get(oContact.Id).lastName) 
            setAccountIds.add(oContact.accountId) ;
        }
        system.debug('after update-setAccountIds:: ' + setAccountIds) ;
    }    
    if(Trigger.isDelete){
        for(Contact oContact : Trigger.Old){
            if(oContact.lastName != null) 
            setAccountIds.add(oContact.accountId) ;
        }
        system.debug('after delete-setAccountIds:: ' + setAccountIds) ;
    }    
    if(Trigger.isUndelete){
        for(Contact oContact : Trigger.new){
            if(oContact.lastName != null) 
            setAccountIds.add(oContact.accountId) ;
        }
        system.debug('after undelete-setAccountIds:: ' + setAccountIds) ;
    }
    if(!setAccountIds.isEmpty()){
        set<String> setContactName = new set<String>() ;
        list<Account> listAccountToUpdate = new list<Account>() ;
        list<Account> listAccount = [Select Id, Name, (Select Id, LastName from Contacts order by createddate)     From Account Where Id IN: setAccountIds] ;
        if(listAccount != null && !listAccount.isEmpty()){
            for(Account oAccount : listAccount){
                for(Contact oContact : oAccount.Contacts){
                    if(!setContactName.contains(oContact.lastName)){
                        setContactName.add(oContact.lastName) ;
                    }
                }
                list<String> listContactName = new list<String>() ;
                listContactName.addAll(setContactName) ;
                oAccount.Name = oAccount.Name.substringBefore(listContactName[0]) ;
                for(String lastName : setContactName){
                    oAccount.Name = oAccount.Name +  ' ' + lastName  ;
                }
                listAccountToUpdate.add(oAccount) ;
            }
        }
        if(!listAccountToUpdate.isEmpty()) update listAccountToUpdate ;
    }
}

Salesforce has become one of the topmost CRM for every organization. Every organization ranging from non-profit, educational, finance advisories, banks, retail and other is using CRM just to improve its performance and so that they can provide better service o the customers, through responsive and reliable service. But in order to get the complete benefit of Salesforce CRM, it is not sufficient to implement it for the organizational operations instead you may need the Salesforce CRM consulting company, which can guide you about  how you can take the benefit of this CRM.

 ABC Finance Company Introduction

Here, in this blog post, we have put the example of ABC finance advisory, which is into finance business from last several years, and implemented crm for financial advisors. The target customers of ABC finance advisory firm are those, who are in need of financial support and ABC provide financial support to such customers. There were nearly 100 employees in the company and they implemented Salesforce twp years ago, so that they can streamline their business process and respond to any of the financial request in one business day.

Exact Problem:

The company was using Salesforce CRM from last two years  as their CRM tool, but the CRM was not providing the desired operation and result to the company. Moreover, through Salesforce everyone was able to access the same information as and when needed, no role based information access was provided, the processes were cumbersome and no automation was there, moreover the sales reps were not able to generate the reports, which can help them to streamline their work process. So they start searching for a perfect Salesforce consulting partner, who can help them to satisfy the various requirements, by successfully optimizing Salesforce CRM, implemented by them. To achieve their goals and earning more profit.

How did they solve it?

ABC Corp was referred to hire an expert consultancy, which must have specialization in Salesforce apps for financial advisors and its implementation and so they hired the consultant immediately, who audited the data and information immediately and determined that there was the problem in data structure. Due to data redundancy the actual process was slowing down and for any business specific and clean data is compulsory, especially for those who deal purely into data. In data driven organizations, multiple data has to be used by various departments and if the data will be redundant, then it can create hassles to the employees. To remove the data redundancy, the consultant removed all redundancy or data duplicity by starting from the scratch and automating the complete process.

The consultancy also immersed into the business operations of the ABC Finance, especially to find out the complete working process of the teams, who were using data to generate reports and all. Apart from this they also improved some customized integrated apps of the organization and the process of report generation.

Consultant mostly worked after the business operation hours and therefore the customer service was not interrupted and the staff was able to provide the service to the customers continuously. The process improvements, done by Salesforce consultant were iterative, so the learning curve did not become a hurdle for the staff. Every change done by them were properly stated in document and therefore the staff adopted them easily.

Result of the Changes or Improvement

Since ABC Finance hired the consultant, just within a few months they noticed a number of improvements in the performance of their organization. The improved technological platform and the new features of Salesforce resulted into following organizational benefits:

•         The financing volume increased a lot.
•         Employee efficiency was doubled
•         More decisions were be taken by the organization per month and the process e become speedy.
•         Leads were managed properly and the tasks were automated
•         The productivity of the staff and the employees was doubled
•         Workflow become more managed and automated
•         All Issues were resolved and processes were optimized

According to the CEO of the company the staff interaction also exponentially improved after the changes as a result of which they become able to communicate in better way with each other and to take any decision. The advantage of the improvements was that the ability of the staff was improved drastically and the service becomes more flexible and improved.

You can also look a perfect Salesforce consulting partner if you are also a Salesforce user and want to improve its performance or want to optimize its performance by Salesforce customization service and apps. As using the Salesforce CRM cannot be beneficial for any organization, until it won’t be completely optimized. A certified Salesforce consulting partner can provide salesforce services for financial advisors optimizing Salesforce platform so that you can get the desired output from this cloud based and dynamic CRM.

You now have an awesome Salesforce instance that you use for your sales and marketing purposes. Your instance sends hundreds of mails weekly, many of them to prospective clients. But sometimes in a fast sales machine environment where your sales guys would be sending hundreds of bulk mails daily, it becomes very difficult to make sure that your sales agents do not send mails to some specific domains, or that they cross-check their lists every time from a common no-mailing lists.

You would come across cases like these in your business life-cycle, where you don’t want your sales prospectors to send mails to specific email addresses or even to specific domains, like unsubscribe markers, present clients, competitors, etc. Unfortunately it is very difficult to make sure through a process that your users don’t send mails to these domains, specifically for cases where your fellow SFDC users would be sending mails in bulk for marketing or prospecting.

The most simple solution is to make sure that your Salesforce instance itself is not able to send mails to said domains. Do this is not that difficult. You would just have to write a trigger.

In your salesforce org, if you want to blacklist domain name on which you don’t want to send mail from salesforce then you can use the following trigger to do this…

trigger BlackListEmailAddress1 on EmailMessage (before insert) {
    for(EmailMessage message: Trigger.New)
    {
        if((message.ToAddress.contains('gmail')) && message.Incoming == false )
        {
            message.addError('Email Alert: You have selected a receipient email from one of the blacklisted doamins please use another email address and try again');
        }
        if((message.ToAddress.contains('yahoo')) && message.Incoming == false )
        {
            message.addError('Email Alert: You have selected a receipient email from one of the blacklisted doamins please use another email address and try again');
        }
    }
}

In this trigger, we have blocked only two domains names Gmail and Yahoo. Your users won’t be able to send any mails that have Gmail or Yahoo in their domain name. If you need to block any specific ID or another domain, then all you have to do is add a new ‘if’ condition like

if((message.ToAddress.contains('example.com')) && message.Incoming == false )

This will work for all the objects where we have the option to send an email, like contacts, leads, custom objects, etc.

Batch Classes: –

Batch Apex is exposed as an interface that must be implemented by the Salesforce developer. Batch jobs can be programmatically invoked at the runtime using Salesforce Apex.

Why to use Batch Apex: – As we all are updated with the Salesforce governor limits on its data limit. When we want to fetch thousands or huge records or fire some DML operation on thousands of rows on objects it is very complex in Salesforce as it does not allow us to operate more than certain number of records which keep us in the Governor limits.

But for medium to large firms, it is mandatory to manage thousands/huge number of records every day. Performing Adding/editing/deleting operations on the records when needed.

Salesforce has come up with a strong concept called Batch Apex. Batch Apex allows you to handle more number of records and change them by using a certain implementation.

To create a batch class we have to create a global apex class which implements the Database.Batchable Interface. Using this Interface the Salesforce compiler will get to know, this class contains batch jobs. Below is a sample class with the example which is developed to delete all the records of Account object in Salesforce (Lets say your Salesforce org contains more than 50 thousand records and you want to mass delete all of them).

The Database.Batchable interface has three methods. These are:
1. Start
2. execute
3. Finish

Start method is always called at the beginning of the Apex Batch. This method will collect all the record or objects on which the operation has to be performed. These record from the start are divided into subtasks & passed to the execute method.

Execute Method performs the operation which we want to perform on the records passed from the start method.

Finish method is executed after all the batches are processed. This method is mostly used to send the confirmation email notifications.

Example:-

global class sampleTest implements Database.Batchable{
    public final String Query;
    public sampleTest(String account){
        Query=account;
    }
    global Database.QueryLocator start(Database.BatchableContext BC){
        return Database.getQueryLocator(query);
    }
    global void execute(Database.BatchableContext BC,List scope){
        List listAccounts = new list();
        for(Sobject sc : scope){
            Account aglobal class sampleTest implements Database.Batchable{<br ></br >cc = (Account)sc;
            listAccounts.add(acc);
        }
        Delete listAccounts;
    }
    global void finish(Database.BatchableContext BC){
        //Send an email to the User after your batch completes
        Messaging.SingleEmailMessage mailSend = new Messaging.SingleEmailMessage();
        String[] toAddresses = new String[] {'sforce21@gmail.com'};
        mailSend.setToAddresses(toAddresses);
        mailSend.setSubject('Apex Batch Job has been done.');
        mailSend.setPlainTextBody('The batch Apex job has processed.');
        Messaging.sendEmail(new Messaging.SingleEmailMessage[] { mailSend });
    }
}

//This is how the batch class is called.
Id batchinstanceAccountid = database.executeBatch(new sampleTest(‘select Id,name from Account’))

Of course Salesforce manages with the available services and provides different backup and recovery features in case you face data losses or need to return data to the previous value. This blog will be discussing the data security concerns which is of course the first step to set up a disaster recovery plan, will deal with data migration, rollback strategy and much more.

Let’s move forward with the need of Salesforce data backup and recovery, how and what to backup and which API’s to use.

Studies suggest that if Salesforce faces data center failures viz hardware errors, on-site disasters etc. then Salesforce handles such types of failures aptly hence, you do not have to worry for data center failures.

Why backupify Salesforce data?

Though Salesforce performs a real-time replication to disk at each data center, still there are many different reasons why a customer would like to have their own data backup information from Salesforce. This could be:

• Data replication to a data warehouse.
• Data recovery from data corruption which can be due unintended user error or some malicious activity.
• Archiving data to reduce volumes.

Key Areas which Recovery Solution Should Cover?

As you will be yielding the benefits from having a good recovery process, you must take some key areas into consideration while developing your recovery strategy:

• Recovery of specific version of document or data or metadata
• Minimizing data transformation during restoration process.
• Handling different types of restore processes.
• What is the performance and time to restore?
• Minimizing and planning for business impacted by restoration process.
• Provision of error logs for manual intervention.

Choosing Backup Method:

While choosing the apt backup method there are certain factors which one must consider before deciding further:

1: Security
Whichever Salesforce data backup method you choose, it should be properly guarded against security risks which might include encryption of local data and other security measures. Certain things must be kept in mind while ensuring that your backup data is secure like file system storage, backup archives retention and backup and restore server configuration.

2: Fault Tolerance and Scalability
A regular Salesforce data backup and restoration solution must be able to handle backup failures with minimal user interaction. Consider a solution that provides fault tolerance and go in more details on scalability like data volume strategy, degree of automation, monitoring and optimizing capacities and much more.

3: Restoration Capability
If you will be looking for Salesforce data backup, you will definitely be worried for restoration as well. Keeping certain points in minds while addressing to restoration requirement will be of great help. Consider the ability to quickly restore a few records, restore process and data quality, ability to mass restore.

4: Customization and Automation
Certain scenarios might require the ability to change the ways the backup process works. Consider factors like scope of backup and restoration, automation frequency of backup, need for backup plan personalization, maintenance of backup plan. Consider a solution which provides maximum flexibility.

Sparkybit, Salesforce consulting and development company. We make Salesforce perform at its best by fitting it to Clients’ custom business needs. 9 years of sharpened expertise, 25+ successful long-term projects globally.

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In today’s dynamic business landscape, customer relationship management (CRM) plays a pivotal role in the success of any organization. As businesses strive to build lasting connections with their customers, the need for a robust CRM solution becomes increasingly evident. Salesforce Service Cloud stands out as a comprehensive CRM platform, offering a suite of tools and features designed to enhance customer service and support. In this blog post, we will explore the advantages of outsourcing strategic CRM support and specifically highlight the benefits of engaging a Salesforce Service Cloud consultant. 

Understanding the Significance of Salesforce Service Cloud

Salesforce Service Cloud is a powerful customer service and support solution that empowers businesses to deliver exceptional customer experiences. It goes beyond traditional CRM capabilities, providing tools for case management, knowledge base creation, and communication channels for efficient customer service. However, realizing the full potential of Service Cloud requires strategic implementation and ongoing support.

The Role of a Salesforce Service Cloud Consultant

A Salesforce Service Cloud consultant is a professional with expertise in implementing and optimizing Service Cloud solutions. They play a crucial role in tailoring the platform to meet the unique needs of an organization, ensuring seamless integration, and maximizing the benefits of Service Cloud. Here are compelling reasons why outsourcing strategic CRM support to a Salesforce Service Cloud consultant is a prudent decision:

1. Customization for Business Specifics

A Service Cloud consultant understands that each business has unique processes and requirements. By outsourcing to a consultant, organizations can ensure that Service Cloud is customized to align with their specific workflows, ensuring optimal efficiency and effectiveness in customer service operations.

2. Expertise in Integration

Salesforce Service Cloud integration is a complex process that requires expertise to connect the CRM platform with various other systems within an organization. A consultant brings in-depth knowledge of integration best practices, ensuring that Service Cloud seamlessly integrates with existing tools and databases.

3. Efficient Case Management

Effective case management is at the core of Service Cloud’s capabilities. A consultant can configure and optimize the case management system to ensure that customer inquiries are efficiently tracked, prioritized, and resolved. This leads to improved response times and customer satisfaction.

4. Knowledge Base Implementation

A knowledgeable consultant can assist in setting up a robust knowledge base within Service Cloud. This knowledge repository enables support agents to access relevant information quickly, resulting in faster issue resolution and a more informed support team.

5. Multichannel Support Implementation

Service Cloud supports a variety of communication channels, including email, chat, and social media. A consultant can help businesses implement and optimize multichannel support, ensuring that customer interactions are streamlined across various platforms.

6. User Training and Adoption

Outsourcing to a Salesforce Service Cloud consultant includes the benefit of user training. The consultant can provide hands-on training sessions for the support team, ensuring that they are proficient in using the platform’s features. This, in turn, accelerates user adoption and maximizes the return on investment.

7. Performance Analytics and Reporting

Service Cloud offers robust analytics and reporting tools. A consultant can configure these features to provide valuable insights into support team performance, customer satisfaction metrics, and trends in support requests. This data-driven approach enables informed decision-making and continuous improvement.

8. Scalability Planning

As businesses grow, their support needs evolve. A Service Cloud consultant can plan for scalability, ensuring that the CRM solution is flexible enough to accommodate increased customer service demands without compromising performance.

9. Stay Current with Updates

Salesforce regularly releases updates and new features for Service Cloud. A consultant stays informed about these updates and ensures that the organization is leveraging the latest advancements, keeping the CRM system up-to-date and aligned with industry best practices.

10. Troubleshooting and Issue Resolution

In the event of technical issues or challenges, a Service Cloud consultant can provide efficient troubleshooting and issue resolution. Their expertise allows for a quicker resolution of problems, minimizing downtime and disruption to customer service operations.

Conclusion

Outsourcing strategic CRM support to a Salesforce Service Cloud consultant is a strategic decision that can significantly impact an organization’s ability to deliver exceptional customer service. By leveraging the expertise of a consultant, businesses can customize, integrate, and optimize Service Cloud to meet their specific needs. The advantages encompass efficient case management, multichannel support, user training, and the ability to harness the full potential of Service Cloud’s analytics and reporting capabilities.

As businesses navigate the complexities of customer service in the digital age, having a well-implemented and supported CRM solution becomes a competitive advantage. A Salesforce Service Cloud consultant not only ensures the initial success of the CRM implementation but also provides ongoing support, allowing organizations to stay agile, responsive, and customer-focused.

In conclusion, outsourcing CRM support to a Service Cloud consultant is an investment in the long-term success of an organization’s customer service strategy. The expertise, customization capabilities, and ongoing support provided by a consultant contribute to a seamless and efficient customer service experience, ultimately fostering stronger customer relationships and driving business growth.