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Sustainability Cloud: Salesforce Pollution Tracking Tool

Salesforce has always concerned to become a socially responsible company so that it always put emphasis to work in the community for their employees.

Nowadays climate change is the biggest, most important and most complex challenge humans have ever faced. Every individual, every company needs to step forward and do everything to tackle this problem.

Now Salesforce moves forward to help other organizations in reducing their carbon footprints by developing a new technology called Sustainability Cloud.

Salesforce has recently announced a new platform named Sustainability Cloud, that main focus on helping businesses to take action on tackling climate change.

It is a carbon accounting product that calculates the amount of carbon released into the atmosphere as a result of the activities of a particular individual, organization, or community.

Here are some of the benefits of Sustainability Cloud listed below…

  • It is designed in such a manner so that it helps to make easier for companies to prioritize the environment while running their business.
  • It helps to drive climate action that will accelerate the world’s efforts towards carbon neutrality.
  • Help in tracking a company’s sustainability efforts.
  • Empowering every business to drive impactful climate action.
  • Easy tracks carbon emissions and renewable energy usage.
  • It helps to meet the sustainability goals of the company.
  • Works with internal data and third-party data when needed.
  • Measure carbon footprint across all sorts of different aspects of our operations from data centers, public cloud, real estate.
  • Subjected to both an internal audit by the Sustainability team and third-party organizations.
  • It helps organizations to make their operations cleaner, and more powered by renewable energy and less carbon-intensive.
  • It helps to accelerate the world’s efforts towards carbon neutrality.
  • It was designed to provide businesses with a trusted sustainability platform that gives them a 360-degree view of their environmental impact and provides data-driven insights to make change the planet will notice.
  • Quick tracking, analyzing and reporting reliable environmental data helps businesses to reduce their carbon emissions.
  • Carbon data of an organization can easily be tracked in Salesforce Einstein Analytics, which creates dynamic reports and dashboards both for audit purposes and for executive engagement.
  • With deep insights that empower businesses to drive climate action programs at scale.

By keeping all views, we have a conclusion that Salesforce is committed to delivering a sustainable, low-carbon future and supports the UN Sustainable Development Goals (SDGs), which help frame the company’s global strategy and technology innovations.

 

Be Ready for Salesforce Lightning by the Winter ’20 Release!

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Every year Salesforce releases three updates in order to up-gradation of salesforce environment for users. This time salesforce comes with Winter’20 release (Preview) notes. The release notes include details about new and modified features that should be implemented in Salesforce org.

The main theme of this winter 20 release is to make an impact to move towards the Salesforce Lightning interface very strongly.

This winter release is available in October and for knowing the date of release you have to go to your org and search for the company instance. According to your instance name, the exact release date for your org can be known.

Sandbox users will get features updates earlier than production org. On September 6, 2019, beginning of the window for Winter ‘20 has been scheduled. September 6 is the refresh deadline in order to have all the features of Winter’20 in your sandboxes.

This is very much clear that Salesforce isn’t getting rid of Classic. They are just switching your “Lightning enabled” users (users you already set up to use Lightning) to Lightning. Your users can switch back to Classic if needed.

Lightning Experience feature will be turned on by Salesforce on a rolling basis starting in Winter ‘20 release in October 2019 to empower users to move faster, do more, and be more productive.

When it’s turned on, custom and standard profile users with the Lightning Experience User permission enabled will see the ‘Switch to Lightning Experience’ link in Salesforce Classic and you automatically be switched into Lightning Experience on a regular basis.

Salesforce’s sandboxes have two releases, which depends on whether your sandbox is a “Preview” instance or “Non-Preview Instance”. The two release dates for Sandboxes are 6/7th September & 11/12th October.

Here some of the features of Salesforce Winter’20 release notes…

  • Salesforce is all set to launch a new Mobile app. in the week of October 2019. The new mobile experience is opt-in so that you can get started whenever you are ready.
  • You can configure Lightning apps, record pages, and component visibility rules for use on a phone with the new Salesforce mobile app.
  • Einstein Analytics users can do more on the go with the latest version of the Salesforce app. without switching between apps.
  • You can use the Lightning Message Service API to communicate across the DOM (Document Object Model), between Aura components, Visualforce pages, and Lightning web components.
  • There is no need to switch to Salesforce Classic to access the Recycle Bin. You can now restore, view and delete any items in your Recycle Bin. You will get the facility to use Restore and Delete buttons.
  • The Lightning Web Components framework is now an open-source that empowers you to explore the source code, customize the framework to your needs, and build enterprise-ready web components on any platform, not just Salesforce.
  • Salesforce has raised the limits for approval processes. Your org can now have up to 1,000 active and 2,000 total approval processes. Each object can have up to 300 active and 500 total approval processes.
  • Second-generation managed the packaging (2GP) is a new way for AppExchange partners to develop, distribute, and manage their apps and metadata. This can be used to organize your source, integrate with your version control system, and better utilize your custom Apex code.

Prepare for Lightning Experience now with these steps:

  • Run the Readiness Check found in Setup.
  • Turn on Lightning Experience for yourself or in a sandbox and test-drive your most used pages.
  • Review your user-profiles and permission sets so you know who has Lightning Experience access.
  • Update your Reports & Dashboards leveraging Lightning Experience features.

Salesforce Test Utility Classes | TestDataFactory | Util Test in salesforce

Test utility classes are public test classes that contain reusable code for test data creation.

The TestDataFactory/ TestUtility class is a special type of class —

It is a public class that is annotated with @isTestand as such, are excluded from the organization code size limit and execute in test thisContext and can be accessed only from a running test.

https://sfdclessonsandknowledge.wordpress.com/category/apex-lessons/

Step 1:- Create TestDataFactory / Test utility
@isTest
public with sharing class TestDataFactory 
{ /* This method is test data for create thisAccount */
      public static thisAccount createthisAccount(Boolean doInsert)
      {        
               thisAccount thisAcc = new thisAccount();
               thisAcc.Name = ‘Test thisAccount’;        

                if(doInsert){
                       insert thisAcc;
                }
                return thisAcc;
       }
}

Step 2:- How to Use TestDataFactory / Test utility
@isTest
private class MyTestClass 
{
          static testmethod void myUnitTest() 
          {
             Account thisAccObj = TestDataFactory.createthisAccount(true);
          }

          // If you want to edit data according to apex class then try like below

          static testmethod void myUnitTest1() 
          { 
            thisAccount thisAccObj = TestDataFactory.createthisAccount(false);
            thisAccObj.Name =’MyName’;
            insert thisAccObj;
         }
}

Salesforce Data Migration Process

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Best Practices for Data Migration

The process of migrating data in Salesforce Project appears to be an easy task for Salesforce Developers but it’s not the way it usually looks like. There is a lot of sincere effort required to make the data uploaded successfully in Salesforce Instance.

It is, in fact, a challenging and time-consuming task that demands ample planning along with a good understanding of the current system.

If data is uploaded incorrectly imported, implications are huge. Imagine what would happen if revenue data is imported incorrectly. or record owners get set incorrectly or tasks set for one user get assigned to some other user in the Org.

This article will cover the basics of data migration planning. What good planning looks like, the essentials questions to ask, planning for risks

Data migration is a topic that’s often daunting, risky and with conflicting advice online, which is why I hope to use my experience to make the subject clearer.

All this can become even more troublesome when migrating data into a running instance which is being used by several users as opposed to a new one.

No matter how many projects you work on, you will learn something new from each one of them.

PRE-MIGRATION CHECK:-

1. Check the Timezone of the target org and make sure you have configured your data loader accordingly.

2.Turn-off Email-Deliverability as you don’t send emails to users associated with records during your data load.

3. Determine the Order of Migration of objects. In Salesforce relationships that exist between objects and dependencies dictate the order of migration.

4. Create a data template for each Object, in excel, using a data export from the Data Loader (use the export file as your template). Use those templates to import data back into the system.

THINGS WE NEED TO TAKE CARE WHILE UPLOADING DATA

1. As we initiate the data migration process, one of the first things to perform is the user mapping. We need to have a clear understanding of how will the user ids of the existing system map to the new user ids on the Salesforce platform.

2. If you are migrating the data from one Salesforce instance to another Salesforce instance, then plan to have a couple of licenses available of the old instance for a few months after the cutover date. After the migration, if there are issues, then this old instance will come in extremely useful in investigating issues. This user mapping information is critical to ensure that the record ownership is set up correctly in the new system. This is also a good time to revisit which all users have what kind of licenses.As you set up all the new data in the new system, make sure that all the page layouts and mapping of page layouts to profiles is set up properly for all the record types.If you are migrating the data from one Salesforce instance to another Salesforce instance, then plan to have a couple of licenses available of the old instance for a few months after the cutover date. After the migration, if there are issues, then this old instance will come in extremely useful in investigating issues.

3. When inserting the records into the new system, it is extremely important to identify the ordering of insertion of objects into Salesforce. As a trivial example, you will need to insert all the accounts first, and then all the contacts so that the relationship between contacts and accounts is set up properly. In real situations, the relationships between objects can be fairly complex. Besides the ordering of objects, you will need to insert fields of the same object multiple times again so that all the lookups are set up properly.

4. If you are migrating code from one Salesforce instance to another make sure that the Apex classes do not have any hard-coded instance names like ns1. These can be easily removed using Apex methods like get Salesforce Base URL. Also if there are any hard-coded ids of Account, Opportunity ids in your classes or test case, then this may lead to incorrect behavior of Apex programs in the new instance.

5 . As you move in additional data into Salesforce instance, keep a watch on the space you are consuming. In case you are reaching your permitted space limits, it is time to call your Salesforce representative to purchase additional space.

6. Revisit the apps that are installed the Appexchange apps. Most Salesforce instances that are active for many years tend to have many apps that are not really being used. A large data migration may be a good time to uninstall those unused apps.

7. It is important to plan out the data migration. The users should be informed well in advance about the cut-off date, and possible issues that may happen. Also, it is always a good idea to have a few pilot users available to test over the weekend in which a major data migration is planned.

8. From a developer perspective, it is important to plan/provide sufficient time for testing the results of data migration before you roll out the instance to users. Just because the data loader has executed without any errors, does not mean that the migration is complete. Use the Developer console to perform basic queries like – total number of accounts of a certain record type, number of accounts without any contacts, number of accounts owned by user XYZ etc.

9. It is also import to do sanity testing directly in Salesforce. Login as different type of users, and view a few records of different objects. Compare these same records manually with the original system. Although all kinds of tools available, there is no replacement to manual verification when testing data migration.

10. Before you run a tool like data loader to import the data into your new instance, revisit the active workflows and triggers. You need to evaluate if all the workflows and triggers of the impacted objects should be disabled before uploading data. Often there are active workflows that send emails to customers when a certain stage is reached. Imagine the situation if unwanted/incorrect emails get sent to thousands of Customers as you upload all the contacts.

11. Typically CreatedBy, CreatedDate, LastModifiedByID, LastModifiedDate are read-only fields. However, during data migrations, it is generally desirable to insert records with legacy dates and ids to match the source system. You can raise a case with Salesforce Support and they will make these fields editable for a limited time. You will need to mention in the Case that you will like to enable “Create Audit Fields”.

12. When inserting date fields, Salesforce data loader uses the time zone of a user inserting records. The user id being used to insert records should have “proper” time zone settings.

13. Last but not least, make sure you take a backup of existing data of new Salesforce organization before you initiate the Data Migration.

Data Migration Steps to validate data after migration:.

  • Generating reports on source & target to verify record count
  • Checking data integrity by verifying some test records.
  • Check if the duplicate already exists in source & if you have already moved in duplicates then use some free apps on app exchange to identify & eliminate the same

CHALLENGES FACED DURING DATA TESTING

  1. DATA QUALITY: We may find that the data used in the legacy application is of poor quality in the new/upgraded application. In such cases, data quality has to be improved to meet business standards. Factors like assumptions, data conversions after migrations, data entered in the legacy application itself are invalid, poor data analysis etc. leads to poor data quality. This results in high operational costs, increased data integration risks, and deviation from the purpose of business.
  2. DATA MISMATCH: Data migrated from the legacy to the new/upgraded application may be found mismatching in the new one. This may be due to the change in data type, format of data storage, the purpose for which the data is being used may be redefined.This result in huge effort to modify the necessary changes to either correct the mismatched data or accept it and tweak to that purpose.
  3. DATA LOSS: Data might be lost while migrating from the legacy to the new/upgraded application. This may be with mandatory fields or non-mandatory fields. If the data lost is for non-mandatory fields, then the record for it will still be valid and can be updated again.But if the mandatory field’s data is lost, then the record itself becomes void and it cannot be retracted. This will result in huge data loss and should have to be retrieved either from the backup database or audit logs if captured correctly.
  4. DATA VOLUME: Huge Data that requires a lot of time to migrate within the downtime window of the migration activity. E.g: Scratch cards in Telecom industry, users on an Intelligent network platform etc., here the challenge is by the time, the legacy data is cleared, a huge new data will be created, which needs to be migrated again. Automation is the solution for huge data migration.
  5. Simulation of a real-time environment (with the actual data): Simulation of a real-time environment in the testing lab is another real challenge, where testers get into different kind of issues with the real data and the real system, which is not faced during testing. So, data sampling, replication of real environment, identification of volume of data involved in migration is quite important while carrying out data Migration Testing.
  6. Simulation of the volume of data: Teams need to study the data in the live system very carefully and should come up with the typical analysis and sampling of the data.E.g: users with age group below 10 years, 10-30 years etc., As far as possible, data from the live needs to be obtained, if not data creation needs to be done in the testing environment. Automated tools need to be used to create a large volume of data. Extrapolation, wherever applicable can be used, if the volume cannot be simulated.

TIPS TO SMOOTHEN DATA MIGRATION RISKSBELOW GIVEN ARE FEW TIPS TO BE CARRIED OUT IN ORDER TO SMOOTHEN THE DATA MIGRATION

  • Standardize data used in legacy system, so that when migrated, standard data will be available in new system.
  • Enhance quality of the data, so that when migrated, there is a qualitative data to test giving the feel of testing as an end-user.
  • Clean the data before migrating, so that when migrated, duplicate data will not be present in the new system and also this keeps the entire system clean.
  • Recheck the constraints, stored procedures, complex queries which yield accurate results, so that when migrated, correct data is returned in the new system as well.

An Introduction to Salesforce Consumer Goods Cloud

Salesforce has introduced Consumer Goods Cloud, a new industry product that enables companies related to consumer goods to optimize revenue growth and maximize ROI with the help of advanced retail technique adoption.

Salesforce latest industry product i.e. Consumer Goods Cloud will help consumer goods companies in optimizing their business by giving a powerful, and intelligent solution to field reps.

Consumer Goods Cloud being a part of the Salesforce Customer 360 Platform helps all types of rapidly growing consumer goods companies including food, beverage, personal care, health, beauty, and many more in unlocking the value chain with an integrated platform.

Consumer goods companies across the globe can digitally transform their entire business with the help of Salesforce, including driving stronger customer engagement in both B2B and B2C commerce.

In addition, Einstein Analytics for Consumer Goods delivers an intelligent experience for consumer goods companies by giving reps out-of-the-box KPI (Key Performance Indicator), such as inventory stock-outs or percent orders increase per store visit.

Consumer Goods Cloud enables field reps to:

  • Efficient plan of visit: Field reps will have access to a list of prioritized and assigned store visits for the day with required and suggested activities, with in-app map functionality to intelligently manage routing. In addition, reps can analyze the progress of their business across stores.
  • Optimize visit execution: Once at the store, reps have access to customizable templates based on store or segment types to help ensure that specific store needs are met every time, from inventory and planogram checks to return order processing and surveys, all from a mobile device.
  • Effective utilization of Einstein AI. It helps to optimize compliance and product placements. Einstein Vision for Consumer Goods Cloud delivers an image recognition and object detection solution that enables easy inventory, planogram and merchandising compliance checks.
  • Time Management: Allowing field reps to spend less time on auditing activities and more time building relationships with customers. For example, a rep can take a picture of a shelf and immediately understand if it is set up correctly without having to manually count and input the data into their system.
  • Easily capture orders and data. A rep can obtain orders during a store visit and collect important data such as product, quantity, and pricing through mobile order capturing capabilities.
  • Effective task track: It ensures reps have completed all their assigned tasks and reported correctly while providing executives with a complete view of the visit.

Advantages:

  • Improve efficiency for field reps by helping them prioritize and schedule visiting stores.
  • Pieces of information like site locations, hours spent and estimated visit time can be maintained right in their mobile app.
  • Since all services present in a single platform that helps field reps to spend less time on auditing and give more time in building relationships with customers.
  • AI ensures the accuracy of inventory, planogram, and merchandising compliance.
  • Manage activities based on customer requirements with customizable templates.
  • Streamline repetitive tasks like inventory audits, return order processing and surveys. Effective management of planogram (Pictorial view to show where specific products should be placed on retail shelves to increase customer purchase).
  • With mobile access, order captures are now easier than ever and help to collect important data such as category, product, pricing, and quantity.
  • Deep insights by fully automated and AI-driven single platform to transform retail channel partner relationships.
  • Smooth operations and dynamic in-store experiences for the end consumer.
  • Help field reps to ensure that shelves are always in stock, pricing and promotions are aligned to expected sales activity.
  • Help reps to spend less time on operational activities and more time on building relationships and driving sales with retail channel partners.

Reference: AwsQuality (A leading Salesforce company)

4 Services You Should Outsource for the Smooth Functioning of Your Start-up Business

Start-ups are always like planting small saplings! The better you provide it with all its necessities, the stronger it grows. With the consumerism phase on a rise recently, the idea of start-ups has spread its wings widely all over the world. Almost every aspiring person today yearns to start a business (rather than work under anyone else’s leadership) and strives to grow it.

But not all start-ups grow into a full-fledged profit-making business. There are only a few examples (like say Amazon or Facebook) where someone started as a start-up and raised around trillions in a short period of time.  But that doesn’t mean you should be discouraged! It’s just proper planning and accurate decisions at appropriate times which is obligatory to make a business succeed. You just couldn’t be an expert in handling everything from the roots to the fruits of a business. Thus, it’s wise to hire some professional help for some of the departments of your business, while you concentrate better on creativity and progressive planning.

Areas where professional services work the best!

A start-up has lots of agendas attached to it, and therefore various departments to look after. When you are still new to this concept, it’s always advisable to go for expert services and suggestions to get you steer better. Let’s read about the services you could hire that would help you in the long run:

  1. Payroll Outsourcing— Hiring a Payroll Service Company like DH Payroll is indispensable for every startup. They have got an expertise of 25 years in the field of managing your payroll accurately along with all kinds of related legal documents. These payroll outsourcing services take over the essential job of tracking, calculating and later paying your employees on the desired time period. This aspect of your business is an integral part of your growth, as your employees are the basis of your budding business. If they aren’t paid properly and regularly, your firm is going to get affected and wouldn’t thrive for long. And if you plan to do it all on your own, and try to calculate, pay and then record it all legally, you are going to lose some precious time of yours. This time you could have otherwise dedicated to other important aspects of your new business.
  2. Marketing Service — Marketing can be a time consuming and complex affair. It demands a considerable knowledge about the tactics to gain lots of consumer attention, and constantly keeping a track of the ongoing trends. Not all can afford so much of time to stay regularly on track of these things. Neither a common business owner has the experience of the same. That’s when a need to hire an expert marketing agency arises. They reach your designated target audience through their planned advertising strategies. And they also know how to promote your brand or services on social media channels and get lots of followers and spread the word about your products/ services better. For a growing business, a well-versed marketing always does the trick.
  3. Security Services— Since you have a full-fledged working office now, keeping it secured and safe is your prime duty. There may be important contracts, significant papers, signed cheques, lots of cash and so much more prime documents in your office. You couldn’t be guarding them all day long. Neither are you going to keep track of who enters (or leaves as a matter of fact) your office premises! For the same, you need to hire a professional security service. They not only guard your place against burglars and thieves, but also help to keep track of the time the employees enter and exit the work area.
  4. Cleaning Services — Your new office would be beaming with the fresh look; you may also feel the smell of fresh paint everywhere. But it’s important to keep the place as fresh and clean for years now! For this, you need to hire a professional commercial cleaning service. They’ll help you maintain your new office and continue keeping it looking as fresh as it is now for years to come. They would consider all the essential hygiene issues that need attention and thus create a healthier, hygienic workplace which would ultimately get you a better working ambience and healthy employees too.

These are some of the services without which your start-up couldn’t run better and gear up for the future competition and progress. It’s always wiser to get some help from the experts in all these matters than spend double the time making mistakes in the above fields and then rectifying those! 

Transparency to Manufacturers with Salesforce Manufacturing Cloud

Salesforce, a CRM software company has announced Manufacturing Cloud that is a new industry-oriented product ​for manufacturers.

Manufacturing Cloud is a part of Salesforce’s Customer 360 Platform for manufacturers whose main focus is on predicting demand and subsequently make arrangements for inventory of required products which can fulfil the demand of Customers. It accumulates all sales, operations, and account teams to generate more robust projections.

Why it is needed?

In the manufacturing industry, that depends on predictability, changing customer and market demands can have a destructive effect, and complex physical operations can not be attained at a shorter time to meet changing customer demands. Operations teams aren’t always aligned with the sales reps to ensure they have a single, real-time view of all aspects of their customer relationships. So Manufacturing Cloud is being developed to understand what is happening on the ground level.

Advantages

  • Our customers have a clear desire to align sales forecasts with their core sales and operations planning demand and production planning functions.
  • Digital transformation helps decisions be made with a 360-view using near-real-time information on demand and consumption.
  • Help team members to create more accurate forecasts and also help them to adjust those forecasts in real-time, accounting for new customer requirements or market demands.
  • Delivers a new level of business visibility and collaboration between the sales and operations organizations of a manufacturing company.
  • Brings sales and operations teams together around a unified view of market and customer demands to more accurately forecast, plan and drive predictable business performance.
  • Easily make connections with dealers and distributors on sales, service and marketing platform.
  • Quickly address service inquiries, close more deals, and open more opportunities to grow revenue.
  • Give service agents and field technicians a 360-degree customer view and data on warranties and entitlements.
  • An intelligent scheduler dispatches the right technician to the right job, boosting first-time fix rates.
  • Transform the online purchasing process. Tailor product mixes, pricing agreements, and contracts to customers’ specific needs.
  • Supports end-to-end customer engagement across every channel with our unified marketing platform.
  • Make personalized connections with customers across web, email, social, mobile, and more with AI-powered insights.
  • Optimize communication between sales and operations teams while ensuring more predictive and transparent business, so they can build deeper and more trusted relationships with their customers.
  • Provides visibility into their customer interactions while enabling them to generate more robust sales forecasts.
  • Allows to have a better view of their customers through new sales agreements and account-based forecasting solutions.

It will also provide some facilities like…

Einstein Analytics for Manufacturing, which provides account managers with access to an intelligent experience with out-of-the-box KPIs into account health, demand insights, product penetration and sales agreement progress.

Community Cloud for Manufacturing delivers a new pre-built template specific for manufacturers that extends sales agreements to channel partners, allowing them to collaborate together on leads, and opportunities.

MuleSoft Anypoint Platform unlocks data from any application, data source or device—whether that data is on-premise or in the cloud.

Article Resource: Salesforce Manufacturing Cloud

Everything you need to know about Salesforce CRM

Even to this day, certain marketers have the main question that is spinning in their minds being “What is salesforce, precisely?”. Sure, you’ve definitely seen a plethora of brands use it year after year, but the overall question still remains because it is a lot more than just a simple definition and leaving it at that.

In the realm of CRM (Customer Relationship Management) it is truly a class apart and as the years pass by, more and more evidence is being presented as to why the aspect of Salesforce should be adopted by a large majority of services. It is primarily a cloud-based CRM platform that is used by over 150,000 services globally. It is used by small and large businesses alike that are looking for a secure and easy way to store all of their customer data as well as generate more leads and oversee marketing campaigns.

What makes Salesforce unique and viable?

The use of salesforce in CRM is only beginning to be understood by a majority of people across the board. What makes it so unique and an instant hit amongst most people is the aspect of Cloud Computing. The fact that Salesforce is a better product with a cheaper cost is only a small part of the overall picture. The real deal is that it moves everything to the Internet, eliminating the lengthy and exhaustive installation process. That is the key. Plus, with the creation of a simple monthly subscription fee, one does not need to reply anymore on long-term contracts or even licensing deals that are too expensive.

Why you should choose it

If you are looking for the fastest path from an idea to an app because with the help of Salesforce tools, one will be able to build an app much better and faster than using the tools and infrastructure yourself. That is for sure. Although this may not seem like much initially, thousands of dollars and hours of your time will be saved in the bargain. Here are the top five reasons why you should go for it:-

  • It can be accessed from anywhere at any time by your team since it is in the Cloud.
  • In the aspect of Integration, Salesforce wins every time since it is compatible with most apps in general from Gmail to your accounting software as well. Other CRMs do not offer such integration.
  • It is extremely fast to deploy taking only a matter of a few weeks, compared to other more traditional CRMs that can take over a year to deploy.
  • Its ease of use is truly unparalleled. Compared to most other CRMs and similar software, in the case of Salesforce is extremely user-friendly and easy to use. With less time figuring out how it works, you can spend a majority of that time putting it to use instead.
  • Its efficiency is mainly due to the fact that it is relatively easy to use. Hence, it can be customised in every way to meet business ends.

The various services and products offered under salesforce

The best way to understand the nature of Salesforce is to know the various products and services that have to offer as well as when to use them. Be it on Social, Mobile or Cloud domains, one can access a wide range of products and services. Here are the top four Cloud services that are offered by Salesforce:-

  • The marketing cloud: With this, you have the unique provision of one of the world’s most powerful digital marketing platforms right at your fingertips. In this regard, the entire journey of a customer with every aspect being taken care of, from social media, mobile, content creation, web personalisation as well as data analytics and content management.
  • Sales cloud: In this case of this CRM Platform, it manages the sales, organisation and customer support facets of your organisation. Whether your services are engaged in the B2B or B2C business model, you need this service.
  • The Commerce cloud: For the most seamless and quality customer service and experience, this is the answer. Most importantly, it also has a vital provision of customer data integration.
  • Analytics Cloud: Working with large data files as well as creating charts and graphs need a proper business intelligence platform, which is exactly what Analytics cloud provides. Most of all, it is optimised for data visualisation and mobile access.

Source:  suyati

New Conversation Channels in Salesforce Essentials: What Do They Mean To Customers?

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Businesses are increasingly leveraging mobile and Social media platforms to reach billions of customers instantly and deliver personalized and connected customer experiences across channels at scale. Consider the fact that there are over 3 billion are using social networks across the globe. And in the digital era where tech-savvy customers are accustomed to increased conveniences of instant communication offered by these platforms, customer expectations have significantly increased with the brands they engage with. Yet, small businesses are faced with immense challenges to deliver these hyper-connected experiences that the customers expect. However, Salesforce has captured the interests of SMBs by adding a host of new conversation channels to Salesforce Essentials.

What is Salesforce Essentials?

Salesforce Essentials is the small business plan of Salesforce – offering solutions for sales and services that are easy to set up, use and maintain. It is exclusively designed at a reasonable cost (starting at just $25) for SMBs with small sales teams to sell smarter and faster by leveraging the app’s built-in intelligence.

Check out Salesforce Essentials pricing in detail here.

Now with latest updates to the existing Essentials features, the CRM platform broadens its capabilities – enabling businesses to seamlessly engage with customers across mobile, chat and social channels. Take a sneak peek into the newest Salesforce Conversation channels and what’s in store for its customers.

Frictionless Conversations Across Social Media – With a whole bunch of features updated to Conversation channels, sales and service reps can now connect and interact with customers across social media channels like Facebook Messenger, Instagram, YouTube – all from within the Salesforce instance. For example, a service rep can instantly respond to a customer query sent from Facebook Messenger, directly from Essentials. With other social media channels like Instagram and YouTube, reps get an instant notification when customers make comments on a post or video for which they can reply immediately via the Salesforce platform.

Real-time Multiple Chat Conversations from Salesforce – Website chat queries can be directly routed to sales/service reps using Salesforce chat widget – allowing them to handle multiple chat conversations – all from a single and unified Salesforce instance. Employees can take advantage of this feature to get a 360-degree view of the customer’s profile, including their purchase history, purchase behavior, previous interactions among many others.

Comprehensive Phone Support Integrated into the CRM – Lightning Dialer for Essentials integrated into the CRM platform allows you to make and receive calls right from Salesforce with many of the advanced features. Every time a sales/service rep makes or receives a call, critical customer information like case history and customer preferences are immediately available with a pop-up screen enabling reps to offer quick and personalized customer service thereby driving customer engagement and satisfaction.

Get Set up with the Latest Features in Minutes – With a whole new series of walkthroughs and guidelines including overviews on key channels like Facebook Messenger, chat and phone provided by Salesforce Essentials, setting up these features would be a breeze. Also, additional support from Salesforce includes a team of Salesforce Essentials coaches from the U.S and Canada, who will offer 1-to-1 live chat support to help you get it up and running in no time.

Have you tried any of these latest Conversation channels offered by Salesforce? And what’s your take on these brand-new features and updates? Please let us know in the comments section below.

Source: DemandBlue Blogs

ESLint Rules & Best Practices for writing Lightning Component Development

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ESLint is an open-source JavaScript linting utility for static analysis of JS Code that is frequently used to find problematic patterns or code that doesn’t adhere to certain style guidelines.

While ESLint will ship with some built-in rules to make it useful from the start, you’ll be able to dynamically load rules at any point in time.

Below are some of the common rules and guidelines to write Javascript code while developing Lightning Components : –

  1. no-trailing-spaces : 

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