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Tips to Choose Reliable Salesforce Consulting Partners in 2019

By
Ramya Singh
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0

Salesforce now helps enterprises to streamline various facets of a business ranging from sales to product delivery and customer support. Salesforce is so popular for being a great system off the shelf, but it can help individual businesses the best when you customize these resources to fit your needs aptly. As the initial implementation and customization can be a bit complicated, it is best to hire a consultant who can help you get the most out of Salesforce CRM.

Choosing a Salesforce consultant

A good Salesforce consulting partner should have enough experience and skills to implement the industry best practices which will help you to administer your business successfully and further grow it. But how can you choose the best one who is reliable? Their hundreds of consulting partner for Salesforce and many of them are officially partnered with Salesforce. Apart from that, there are freelance consultants too who may effectively meet the needs of small-scale organizations. So, here we have listed some tips to consider while hiring a Salesforce consulting partner.

Check for their expertise.

Experience is a crucial factor, but there are some primary skills to check for, which may help to identify the best ones out there.

  • Sales skills – You may have to work closely with the consulting partner to implement automation of the sales process. As far as this need is concerned, it is crucial to check if your consultant has any sales experts or people with sales operations management expertise in the team. Only they can provide critical and practical insight and advice on developing and deploying sales strategies.
  • Project management expertise – The practices you devise on Salesforce environment aren’t just virtual, but have practical implications in the real-world project management environment. This has to be properly managed across various teams and departments to achieve the set goals. An ideal Salesforce consultant will have resources with solid experience in project management to ensure that your Salesforce implementation is done perfectly. They need to handle various aspects of project management to ensure that the projects are running on track, proper execution of delivery, and successful post-implementation training. Check for PMP professionals to do it for you.
  • Related technologies – One major objective of hiring a Salesforce consultant is to assist with integrations to the existing systems and other add-ons systems. So, it is important that you choose only experienced hands who go exposure to various technologies to integrate with Salesforce integrates from primary software applications to more comprehensive apps like Quickbooks or mail clients.

You may use your peer network to find out a recommended partner or can get recommendations through Salesforce communities. Look for suggestions of others who implemented Salesforce for the businesses of your size and needs.

You have to hire an advisor, not an order-taker

Expert advisors are more expensive than just order takers. The real consultants are those who have seen a lot of projects like yours and know the applicable conditions to run it successfully. Order takers are those who do what you tell them to do. When it comes to the crucial task of Salesforce implementation and customization, you need the former. Along with this need, try to find a consultant who possesses expertise in your industry domain and experienced in managing similar organizational model. Some partners may be good at service-based industries, whereas some others may have in-depth knowledge of product development industries.

Set a budget

If you don’t have any budget while hunting for a consultant, you may end up with some pro-bono volunteers. When it comes to expert Salesforce consulting, you get what you actually pay for. You have to consider the budget while talking to the consultants and make sure that they round it to the ballpark figure.

Know the migration costs

You shouldn’t underestimate the work and cost involved in migrating all your legacy data to Salesforce. Salesforce is soft to handle, but your data isn’t. This is more so if you are trying to merge data from many excel sheets, Outlook contacts, or your email database, etc. If not planned properly, data migration can be a complicated affair. It may be so hard to estimate the cost, but usually, for a long-existing business, it can be expensive as 5% to even 40% of the budget. But, doing it is worth each penny as data is the most valuable asset for any modern-day business.

Roles to consider

Further, we will discuss some key roles one should consider while planning for Salesforce consulting.

  • Strategic consultant: Salesforce is a very powerful platform which can be effectively used for any simple tasks like contact management to advanced tasks like developing a highly interactive tool for customer engagement. If you have higher aspirations with Salesforce, then you have to look for a strategic consultant who can walk you through the process through the mission and convert you to an expert by self.
  • Requirement Architect / Data Architect:  Check how your consultant will build your unique requirements? Also, check how do they hand it off to the developers, and when do they agree to the scope of the project as before or after the analysis?
  • Change management consultant:  For bigger organizations, it is not enough to consider the technology project, but you need to gauge the needs of the entire change management. Many consultants may provide you with only basic assistance here, but failing to do change management with greater care may derail your entire operations overtime.

Some other key roles to consider are technology project management consultant, organizational project consultant, project admins, etc.

Once if you identify the apt provider and going ahead with the customization process, then it is important to trust your consultants and then go further through a phased approach to the project. It is also important to ensure ongoing support while finalizing a consultant. Salesforce implementation and customization is not a one-time process, but an ongoing affair for which you need to maintain a long-term healthy relationship with the consultant. For a wide and deep Salesforce implementation, you should get a partner who has a clear-cut long-term account management program in place.

A Guide to Integrate Salesforce Service Cloud with Jira

By
Berry Benadum
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0

Joel is the head of customer support at a leading cybersecurity software provider company and he manages a team of over 400 service reps. His team is one of the best performing teams within the company. This, however, was not the case a year ago as Joel and his team was under the scrutiny of the management.

Last year, the company noticed that its revenue was waning. After rigorous analysis, it came out that lost customers were the driving force behind the waning revenue. In the last six months, the company had lost almost 12% of its customers, which was alarming.

To find a solution, the company decided to ask its customers why they decided to leave. Two out of three customers listed ‘slow customer service’ as their reason. They reported that the service team takes too long to resolve their queries and cases, and sometimes the support folks don’t even respond for days. Therefore, the management summoned Joel.

Joel discussed with his team the possible reasons behind the delay and how they can improve it. In most cases, the reason behind the delay was a lack of collaboration between support and engineering & product teams, which caused a delay in providing a resolution to customer cases.

Joel conveyed the same to the management and he was given the task to revolutionize their customer service in order to provide customers instantaneous and personalized service experience.

Joel’s team uses Salesforce Service Cloud for their day-to-day task management and the engineering and product teams use Jira. Joel knew that integration of Salesforce Service Cloud and Jira can enable seamless collaboration amongst teams.

After meticulous research, Joel came to know about two possible ways to integrate Salesforce & Jira:

  1. Via custom integration
  2. Via a connector

This is the situation that many people like Joel face. This blog post explains everything that you need to know about the different ways to integrate tools like Salesforce and Jira.

1. Via custom integration

In the custom way, a code is developed to integrate both the instances (Salesforce & Jira). This code is developed in such a way that allows a one-way or two-way flow of information between both the instances.

Why should one prefer custom integration over a connector?

If your aim is just to enable the flow of information from Salesforce to Jira, Jira to Salesforce, or bidirectional, you should go with custom coding. Salesforce and Jira integration, if done the custom coding way, is a one-time solution that will enable the data/information flow between both the instances.

Cons:

This way of integrating Salesforce and Jira is a short-term solution and is rigid. Once the integration is done, there’s nothing much you can do in case you plan to add some more functionalities to it. It will do nothing beyond just enabling information flow between both the instances.

Other than that, integrating via custom coding takes more time than a connector.

2. Via a connector

Salesforce and Jira integration can also be done using a connector.

A connector, however, is a more preferred option over custom integration. A connector, as the name suggests, uses the APIs of both the platforms to connect both the tools. It is usually an app that can do much more than a custom integration.

Why should one prefer a connector over custom integration?

It all depends on the business requirements and the use cases one wants. As we stated earlier, a connector is an app that can do more than a custom integration. If your motive is to enable a bidirectional flow of information along with a set of workflows to manage tasks, a connector is what you need.

Other reasons to choose a connector over custom integration include:

  • A connector is a long-term solution
  • More scalable
  • Offers more use cases, functionalities
  • Easy to set up
  • Can be customized based on business requirements

Cons:

  • Costlier than custom integration
  • Use cases you might not want

That should be enough to decide what option to go for. Joel went for the latter: A connector.

Joel looked up for options for a connector and chose Sinergify. He was inspired by the story of Jason and how Sinergify helped Jason transform support operations.

Reference: https://www.sinergify.com/

Why Having a Salesforce Admin Online Training an Excellent Idea?

By
Priya Singh
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0

In today’s job market, professional courses Salesforce administration & development course is the assets you can have. It’ll add value to your resume and also to your own company. Top companies are all currently searching all around the world. Being a trained practitioner adds professionally to your career. It’ll be easy to have hired. And being certified by the top institutes will produce an opportunity for the candidates. Certification demonstrates that you’ve had the instruction from any magician. It directly makes you a perfect candidate. Certification applications are on the planet. But choosing the right one may be a difficult choice to make. You first should check out your career when picking the right program. When you’ve got a certificate in your career area, you may easily get a raise. The Certification Program is designed with trends in the field.

Let’s discuss Salesforce and its certifications. Should you get certified? Can it be helpful to someone? How can it assist them in their future? These will be before going for the certificate, the question which may be asked by anybody. If you’re curious, go through the points under. This will give you an idea of the significance of the Salesforce certifications.

We provide the training highly experienced trainers, with the best. (Give Links into the highlighted link and word)

Important Points to Think about Before Moving for Salesforce Certification Coaching

Point No. 1

If your company has chosen to execute the Salesforce, it is high time you become a Salesforce and study it. Nothing makes an employee dedicated to his job because he takes an interest in the company’s latest development, and participates in it. You need to understand Salesforce and its importance in the corporation. So, if your business is planning to implement Salesforce, then it is going in the right direction. You may get certified, and also learn your company business the ideal way. Salesforce will be able to help you streamline the organization’s actions. The business management will definitely appreciate your attempts being a certified Salesforce. It will help the company.

Point No. 2

Implementation Maximizing it to its full potential degree may require help from a learned person, although Salesforce is simple. You the firm may overlook a lot of important functions and features if it is not used to its entire level. Being a Salesforce accredited can help configure and you learn to optimize the Salesforce. The company management will ask for your assistance when it comes to Salesforce. Salesforce needs to be implemented to take its benefit on a level. Anything left out will not be helpful for the corporation. The business professional needs to be organized and thus require Salesforce.

Point No. 3

Salesforce will be upgraded every year This is a benefit to any company. New updates will publish the app or the application presents trendy requirements of the organization. These updates will be available automatically in the app. There’s not any need it is on time with new features and functions. Being a certified person, you will be the go-to person whenever the upgrades are installed. New updates imply functions and features, and this could require a learned person to take care of it. A learned person will be suitable for understanding the edition of the app. Therefore, a person that is certified will be given more opportunity for the occupation.

Point No. 4

Salesforce and Salesforce Admin Developer both have a fantastic demand on the market. Companies have begun implementing it and worldwide have known its significance. The requirement for accredited Salesforce has risen quickly ever since it was implemented. Companies worldwide are hiring Salesforce Admin and Developer if you are certified, and it will make a great impression. Being certified makes you seem like an individual that is dedicated, but will increase your chance of being hired. Certification gives proof that you know the technology well. Also, that you were educated on projects and cases based on scenarios.

Point No. 5

Salesforce Accredited will allow you to work as a Developer with Salesforce Administration as an Admin and Salesforce Development. You can use the application to be navigated by Salesforce. You can deal with business partners and customers. This will boost the probability of your clients and partners. Salesforce will make your life simpler. You need to work on tasks and utilize Salesforce to make everything simple and easy.

Above given Points provide a clear idea of being Salesforce Accredited is a superb idea for your career. Discover Why Companies Love Salesforce. Being a Salesforce Start a superb career in Salesforce. You can transform your company into Stage that is professional that is much. Firms love Salesforce due to its innovative functionalities. Learn Why Companies Trust Salesforce CRM. To Learn More about Salesforce, read How Salesforce Admin and Developer Will Assist the Businesses. It will give you an insight into both Developer and Admin, their functions and obligations. It will help you understand their significance from a marketplace standpoint.

Exchange EDB to PST Export

By
Berry Benadum
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0

Exchange Server is the storage area for whole Exchange mailbox data. It houses all the user information. Many unforeseen reasons make these data get corrupted, which is laborious to access these valuable data. To have full access, one should need to switch over to third party Exchange server recovery tool. Echange Server Recovery Export tool stands top in this scenario.

1. Recovery of accidentally deleted mailboxes:-

In case the Microsoft Exchange turns into offline and you should regain a mailbox which is deleted by mistake, then EDB to PST tool assist you in recovering the deleted mailbox form EDB file. Browse the EDB file and in EdbMails application and load the mailboxes. Choose the deleted mailboxes and export to outlook PST. Then you can migrate the recovered mailboxes to Exchange Server

2. Preview of Mailboxes:

Prior to export operation, the tool provides the preview of all the mailbox items. Click on any mailbox and its folders, you can view all the E-Mails, Contacts, Calendars, Journals, Tasks etc. in the preview window.

3. Selective EDB to PST export:

Using this tool you can export either individual or multiple mailboxes/folders to PST. And also you have an option to apply filters based on After / Before Date, Subject, Attachment, From / To Address, CC Address, BCC Address etc.

4. No restriction on number of mailboxes and size:

The software allows you to export any number of mailboxes. No matter of size of the database or mailbox. You can recover and export even large sized mailboxes.

5. No dependency of Exchange Server services or Active directory:

Recovery process doesn’t require Exchange server services or active directory. It supports all latest Exchange versions.

6. Life time license, upgrade:

License is for lifetime with free software upgrades with 24/7 Technical support.

7. Free Trial Version:

You can have the facility to test your EDB file using “Free Trial’ version which permits you to export 30 items from each and every folder of all the mailboxes.

For more information Please visit: https://www.edbmails.com/pages/exchange-server-recovery.html

Salesforce Data Security Model – An Overview

By
Ramya Singh
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0

The security model provided by Salesforce is quite comprehensive and flexible. This gives a lot of room to handle real-world business scenarios for industries with varied backgrounds whether it is health, technology, finance and so on. This helps companies secure data at different levels within their internal hierarchy as well as from outside. Salesforce also allows various sharing tools to open up access to data based on various criteria as defined by the users.

In Salesforce, data is stored in three structures: Objects, Fields and Records and uses object, field and record-level security respectively to handle the data accessibility in these structures.

OBJECT-LEVEL SECURITY :

The First Layer of the security model is the Object Level Security. Now before allowing access to a particular user, Salesforce checks whether the user has the right permissions to access that object. Salesforce controls Object-level access through two configurations : 

1)Profiles2)Permission Sets

Profiles : 

Profiles in Salesforce, control access to object-level and field-level security among other things like apps, tabs, and so on. These are akin to the base permissions that you want to give to your user. If you have a Sales team and you want to give some general permissions to all of them, you can make use of profiles. You can only assign one profile to a single user.

Permission Sets : 

Permission Sets are basically additional access that you can grant other users over their profiles( if the profile does not allow access to that object). You can assign multiple permission sets to a user. You can assign Read/Write permission set to a particular user with the Sales profile which gives him/her access to, say, lead Object which was not available for Sales profile. In this way, you have given access to an object to a particular user and not every user of that profile. Point to note here is that you can give additional permissions to a user but you cannot delete or reduce access using the permission sets.

FIELD-LEVEL SECURITY :

Now, once you have decided on your Object-Level Security, you need to consider Field-Level Security (FLS) which manages access to various fields of an object(Second layer of Security). Profiles also control the FLS access and an admin can provide read and write permissions for individual fields or hide them completely as well.

RECORD-LEVEL SECURITY :

In Salesforce, on a record level(third level of security), you only have access to records that you own (which normally are the ones that you created). But since you can be a part in the company hierarchy, there might be people reporting to you and you might yourself be reporting to someone. In such a scenario, there are five ways in Salesforce you can extend access to certain records to others and get access to certain records which otherwise would be inaccessible. The five types of Record-Level Security, also known as Record Sharing Rules are : 

Organization-wide Sharing defaults (OWD): OWD control the default behavior of how every record of a given object is accessed by users who do not own the record. It sets the fundamental security around your object records. If you want someone to have read/write access to a single record and not others, you have to make OWD on that object as private and then start opening up records using other sharing rules we are going to talk about later.

Role Hierarchies: Every company has a certain hierarchy internally where almost everyone reports to someone superior to them and has someone reporting them so as to form a tree-like structure. Users in Salesforce are only assigned one role at a time. The crux of this sharing model is that if I create certain records, apart from me, anyone who is above me in the role hierarchy can see them as well. But you cannot see any records of those users who have the same roles as you do. For this, you need to make use of Sharing rules which comes next.

 Sharing Rules: From the Role Hierarchies model, we saw that we can share our access to records upwards. But what if we want to share rules laterally?  For this, Sharing rules provide a way to share records laterally and in an ad-hoc fashion based on ownership (Ownership-based sharing rules) or based on certain values in the fields of the record(Criteria-based sharing rules). 

a) Ownership-based sharing rules let admins share records based on role, role-and-subordinate, and public group ownership. Here we can share records based in a certain role, or share them with a particular role and the subordinates which means you also have access to the records which are owned by users whose roles are under the role of the user you are sharing this rule with and finally with public groups  where you group some particular users together and allow them to share records.

b) Criteria-based sharing rules let users access records based on the value of a field in a record, irrespective of who owns the record. This can be used when you want to allow certain or all users in your org to have access to Opportunities that have been closed-won.

4) Manual Sharing: Manual Sharing allows you to share records manually on a record by record basis. This permission is accessed through the Sharing button on the record details page, and lets users share any particular record with others (This sharing feature is only available if the OWD is set to private or public read-only. You won’t need it otherwise).

5) Apex managed sharing : In instances when you cannot share your security settings via User Interface, you need to write Apex code to do so. Here you can ask the admins to create an Apex managed sharing rule or make one yourself if you are an admin.

Just to sum up, the first thing you need to do is have the user access to the object through profiles and permission sets as Object-Level Security. Then Field-Level Security is used to allow access to individual fields within an object. Also, we have five types of record-level security: org-wide defaults, role hierarchy sharing, sharing rules, manual sharing, and Apex-based sharing. These sharing models are used to set manage access to records and even extend access of individual records to those users who do not own these records.

Learn Marketing Cloud !!

By
Berry Benadum
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0

Marketing cloud is the platform for delivering relevant, personalized journeys across channels and devices – enabling marketers to deliver the right messages to the right people via the right channel. Below is an image that shows the different functionalities that Salesforce marketing cloud provides your organization – journey builder, contact management tools, content management tools, analytics builder and various channels like email and mobile.

Platforms – Salesforce marketing cloud provides you with 6 different platforms which your organization can utilize to build effective marketing strategies. I have described each of the different platforms in detail below:

  1. Journey Builder
  2. Audience Builder
  3. Personalization Builder
  4. Content Builder 
  5. Analytics Builder
  6. Marketing Cloud Connect

Channels – Salesforce marketing cloud provides you with 5 different channels using which your organization can interact with its customers. I have described each channel below: 

  1. Email Studio
  2. Social Studio
  3. Mobile Studio
  4. Advertising Studio
  5. Web Studio

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