Salesforce

Businesses run on documents and trust. Conga Composer – a salesforce app automates the tedious business process and provides actionable insights, so that customers can focus on what matters. Conga composer- a robust Salesforce application allows businesses to create error-free, sophisticated and template digital documents directly from Salesforce that too within seconds. This leads to increased productivity and engaged customers. What is Conga Composer? Conga Composer is a Salesforce app which makes it easy for Salesforce users to create sophisticated documents and reports using any data in Salesforce with only a few clicks. It can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce. By leveraging this app, organizations can allow end-users to make selections, such as which template to use for the final merged files, or can pre-select templates and other options and run the solution entirely in the background.  Its key features are: A separate conga license needs to be purchased for each user. Reports can be generated via button on page lay-out or link on the home page Conga reports can be created through S/F report or SQL queries Reports can be created in different formats: MS Word MS Excel MS PowerPoint PDF Email HTML Email Conga Composer can be leveraged to create sophisticated and accurate digital documents using pre-built templates and populated with data from Salesforce automatically. The tool also helps organizations send consistent and personalized documents that not just promotes their brand but also delights their customers. You can generate any document like: ✔ Quotes ✔ Proposals ✔SOW (Statement of Work) ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ And more! Why to Integrate with Salesforce? Composer can use data from any Salesforces’ Standard or Custom Objects or even from external database and can directly populate into your document. It can generate documents in multiple formats as mentioned above. It creates customized, personalized, and on-time reports and documents with delivery-ease for every scenario. It can store documents wherever you want them to be kept. It can easily create accurate, consistent, pixel perfect documents. It can automate documents, presentation and reports. It is lightning ready You can fetch almost 50 other objects, additional data in Salesforce using Salesforce reports or SOQL queries. Users can create documents from their browser or mobile devices. Conga Composer allows multiple options for downloading, storing and delivering the documents: Downloaded immediately Saves directly in Salesforce or Google drive Emailed automatically Sent for E-signature  Technical Insights Conga Composer can be installed from Salesforce App Exchange but before that you need to Configure Composer as a Connected App, Enable Remote Sites, and Assign Licenses before building solutions. In order to install, you must have one of the below mentioned Salesforce editions: Performance/Unlimited Enterprise Professional Developer You can use Queries, as well as Salesforce reports to create the document. Conga queries contain a SOQL Select statement which is specially built to work in combination with Conga Composer and Conga Mail Merge. You can configure Conga Composer in a Sandbox: You can configure the SF instance so that if you later generate a Sandbox from the production, Conga automatically transfers the license information to the Sandbox. This is recommended for any organization using Sandboxes. Note: Configuring Conga Composer Settings in a production instance will only affect new sandboxes, and does not have any influence on existing, refreshed sandboxes. It is lightning ready and for that we need to make sure that we are on the updated Conga version, else the Conga Composer using Salesforce reports will not work in Lightning experience. In that case we must replace Salesforce reports with Conga Queries as a data source for your Composer solutions. It is recommended that we replace all reports with queries as soon as possible. Add-on to Composer Apart from Composer, there are some add-on apps too using which you can extend the efficiency of Conga Composer. Conga Batch Conga Batch or Conductor saves your time and effort when sending out your documents. You can consolidate, schedule and deliver the documents you create. You just need to choose how you want to launch and send, whether automatically or on-demand. It can consolidate up to 50 records or files for immediate download. Then, distribute as email attachments, eSignature documents, or other common Salesforce record attachments. You can launch it from a button on a list view, page layout, or Batch record. Instead, you can schedule delivery at any interval: hourly, daily, weekly, or monthly.  Conga ActionGrid Conga ActionGrid turns reports into actionable grids so that productivity can be increased, as well as user experience and user-adoption rates can be improved. Its powerful interface enables users to understand and digest their data quickly, to filter and group, to see relationships, and to take action quickly. Edit fields directly in Salesforce like you would in Excel and add records without opening additional forms Allows more advanced filtering It requires additional license like conductor Mass update up to 50 Million rows of data History tracking can be enabled Add information in bulk; copy and paste from a spreadsheet into Conga ActionGrid Create user-based controls and permissions so that the security can be maintained Conga Sign Conga Sign is an easy-to-use, modern eSignature solution built for Salesforce. It creates personalized documents in Salesforce delivers structured, templated communication to any eSignature signer-inside or outside of Salesforce Automates the contract experience with timely reminders, automated eSignature  Tracks the status of eSignature activity Conga Contracts Conga Contracts streamlines and accelerates contract negotiations so that the deals can be closed faster without leaving Salesforce. Simplify and accelerate the entire contract lifecycle Streamlines and accelerates contract negotiations Close deals faster with automated contract creation, controlled negotiations and streamlined reporting Effortlessly bridge the gap between CPQ and eSignature with an end-to-end solution Being built on Salesforce Lightning, it allows to be business-ready quicker than most CLM (Contract Lifecycle Management) solutions in the market Wrap-up: Using Conga Composer, you can deliver your documents in almost any format and by any method, and store those documents anywhere you want. You can provide your teams the power to create documents and reports whenever they need. You can automate the process, schedule documents or trigger to shorten business cycles. By getting rid of all the roadblocks, you can pave way for increased business efficiency, productivity and more happy customers. About Girikon Girikon – A reputed name in the IT service space offers Salesforce consulting and Salesforce implementation services to clients across different domains and industry verticals. As a Salesforce consulting partner they follow industry best practices to deliver quality services and solutions.  

Are you struggling to fit your migrated data into your target Salesforce environment? Is there a need for creating multiple fields? Don’t want to lose the data but don’t have the fields to migrate it to? If the answers to most or all of your questions is ‘yes’, then this article can help you achieve all the above without creating any new fields and without suffering any data loss. Where can you use this technique? Lack of fields on the Target as compared to the Source environment Data model does not match between the two environments Do not want to create new fields in the Target environment Do not have a separate custom object to hold the data Figure 1 Salesforce data model not matching How to achieve this? We will extract all the data from the source environment and insert it into the Description field of the Target environment using TALEND.  Assumptions We have migrated the data of Productsobject (OpportunityLineItem) from Source org.into a Description field (Special_Instruction__c) of Opportunity object in Target org. We are using Excel to extract data from Source environment and a Salesforce connection to push the data on the Target environment. We can also create a Salesforce connection for both the environments (Recommended way). Process Step 1: Create a Salesforce connection. For this you need 3 parameters: Username Password Security Token Figure 2 Create a Salesforce connection You need to enter all the credentials for the Source environment. Note:If you are connecting to a UAT environment be sure to change the URL in the tSalesforceConnection component. Step 2:In this step we need to extract the data from both the source files. Figure 3 Job Design in TALEND To achieve the above process first you need two files: Source File:In this file you need all the Product data (Opportunity Line Item data) along with the OpportunityId Target File:In this file you need the Opportunity Id from the Target Step 3:In this step we need to: Insert the two files into the tMap Apply an inner join between the two files. Concatenate all the product data into a single variable and add a null check to all the fields before inserting them into variables. Insert the variable into the Opportunity field. Figure 4 tMap Design in TALEND  In this method we have added “|” to separate the data you can choose another symbol as per your convenience. Note: Select the same selections in the tMap as highlighted above. Step 4: After all the description is concatenated add a tDenormalize to concatenate the records with the same Opportunity Id based on the Description field. Step 5:In this step use a tSalesforceOutput component to update the description field for the respective opportunity. Finally attaching the complete job for reference. More ways to implement the above approach: Extracting data from Salesforce rather than Excel Using other objects like Account, Contact etc. Pushing data into Salesforce with Excel Merging Product Data with Billing data Conclusion In a nutshell, we can say that whether your migration is for small or large data, you need to process your data in an efficient way. In your data migration journey, Talend can be your partner for ensuring hassle-free migration. About Girikon Girikon – a global provider of quality IT services houses a team of skilled Salesforce professionals including Salesforce consultants, administrators and developers.

 In today’s competitive business landscape maintaining positive customer relationships while ensuring business growth has become a challenge. To cater to the needs of your customers in the best possible way, it’s important to understand the behavior, preferences, and the pain points of your customers. This would help you drive ‘customer success’ and take it to the next level. What is customer success? When customers achieve desired results or value post interactions with your organization then customer success is achieved. It is contrary to customer support, where you or your customer support team manages to merely resolve the issues, which customers might have come up with. Rather customer success is all about a proactive approach of reaching out to customers, anticipating problems even before they happen, and providing with an appropriate solution by stepping into their shoes. A customer success manager forms a direct relationship with the customers provides them with value-added services. This helps customers to grow and achieve their goals while building a strong relationship with the business. Why do we Need a CSM (Customer Success Manager)? The role of a CSM within a business environment cannot be denied. They act as a bridge between the organization and the customers. Besides having in-depth knowledge of their customer’s business, a good customer success manager should have excellent communication skills, which allows them to comprehend and communicate common customer behaviors to the sales, marketing, and product teams. Another important quality, which a customer success manager should possess, is an in-depth understanding of your product. This would help them keep their customers updated about the product including their expiration dates, renewal dates, new product versions, and more. This is particularly important to retain your customers and earn their loyalty. Within a business environment, a customer success manager should have know-how about their offerings and provide a solution that will satisfy customers and provide them with the desired outcome. However, delivering an impactful solution to your customers requires gaining insights from data gathered from multiple touchpoints. How Salesforce can help? Salesforce is a cloud-based CRM which can be leveraged to seek support in the following areas: Subscription Management Gartner predicts that by 2020 over 80% of software vendors will change their business model from traditional license and maintenance to subscription-based services. Since Salesforce is cloud-based and 100% mobile compatible, you can access it anytime and from anywhere. With the help of dashboards, you can manage all of your subscriptions in real-time. Returning customers are always the most valuable assets for an organization and you as a customer success manager need to put forth your best foot to show them how much they mean to you. And since subscription-based business is the next big thing, Salesforce subscription management can turn out to be a deciding factor in Customer Success. Salesforce Communities Community Cloud is a Salesforce platform that can be used for connecting with customers, partners and employees. We can easily communicate with internal users and portal users, and external users.Using Salesforce Communities, you can: Drive more sales by connecting your employees with distributors and suppliers Deliver a great service by giving the customers one place to get answers   Automated Proposal Generation CPQ (Configure, Price, and Quote) software can help streamline the CPQ process so that sales reps can focus on other sales activities. They can automate the proposals and generate quotes so that they don’t have to do it manually all the time, which can save time and they can concentrate ontheir customers easily. CPQ produces accurate and highly configured sales quotes for customers, which allows them to not only sell more, but sell faster as it speeds up and automates the sales cycle. Contract Management & Renewals Opportunity object (with a customer “Renewal” record type) can be used to track renewals. With this, you can leverage Sales Cloud functionalities like pipeline, stages, reporting, etc. for your Customer Success team. This will allow you to build dashboards which will be useful in tracking renewal rate, churn rate, monthly recurring revenue etc.Sales Cloud can automate workflows for recurring actions, such as contract renewals and management approvals, which can further provide insights that help in maximizing productivity and profitability. Automation You can automate recurring and repetitive tasks using Salesforce. Workflow speeds up the work by automating email responses, field updates, and task assignments. You don’t want to contact your customers every time you need to renew their subscriptions, and neither the customers want the same. Also, remembering all the critical dates like Renewal date and Billing date is a headache. With Trigger and Workflows, you can create automation rules to automatically create and send out bills and email timely which makes things easy for you, as well as your customers. Support Management Salesforceresolves cases faster with visibility of all cases and a record of every customer interaction — all on a streamlined dashboard. It streamlines the pipeline for better customer service. Every interaction with customers via phone, voicemail, email or anything else about a case appears in the case history. Automated Data Load CSM’s can use Data Loader for the bulk import or export of data. They can use it to insert, update, delete, or export data into Salesforce so that your customers don’t have to do it manually. This eliminates the chances of errors or issues like data loss, data duplicity or any invalid data. Reports and Dashboards CSM’s can make informed decisions with real-time reports. Reports and Dashboards provide your team with deep insights of the customer and his business. The report is a list of data generated based on the pre-defined criteria. It has access to Salesforce data and can be used to display in terms of rows and columns whereas a dashboard is the graphical representation of the data generated by reports. CSM’s can create dashboards for each customer-facing and can view and analyze key data and trends across their customer base and get a better understanding of customer portfolio. Activities and Meetings  With Salesforce, you are able to get a 360-degree view of your customers along with each and every interaction you have had with them. It can capture all the activities so the entire team has visibility into the customer’s account. You can capture all the information via “Log a Call” or “Log a Meeting” feature in Salesforce which is very useful in tracking the Activities. You can even set an Activity Reminder as well to remind you about any activity scheduled. Quick Wrap-up: Customer Success Managers can use Salesforce to help customers achieve business value faster and work more effectively than ever before. By leveraging Salesforce, CSM’s can stay close to the customers and help them achieve the desired outcome and that too with a positive experience. In a nutshell, Salesforce plays an instrumental role in taking organizational success a notch higher by helping their customer achieve success in their endeavors.  About Girikon As providers of high-quality Salesforce consulting services, Girikon houses a team of experienced and certified Salesforce professionals including Salesforce consultants, and developers.  

Salesforce is the most trusted name in the world of CRM software. Salesforce has taken customizability to the next level by allowing its customers to choose between two different user interfaces: Salesforce Lightning, and Salesforce Classic. Salesforce Classic as the name suggests is the original and older version whereas Salesforce Lightning is the new version that carries several new features that aren’t available with ‘Classic’. What’s new in Salesforce Lightning? Salesforce Lightning is the latest version of the salesforce org’s interface. The intuitive and intelligent design will empower users to navigate the platform seamlessly and work with greater efficiency. This will influence better decisions and help teams to close more deals From Campaign, Leads, Contacts, and Accounts to Opportunity, Pricebook, and Products, etc everything has been re-organized to provide a modern visual appeal. The intent behind redesigning the interface was to make the tool,as well as the data more accessible to Sales Reps so that they can close more deals that too quickly. Let’s take a quick look at the Opportunity display screens images displayed below to draw a clear comparison between the two versions i.e. Salesforce classic and Salesforce Lightning: Salesforce Lightning Screen Salesforce Classic Screen Listed below are some features which have been introduced in SalesforceLightning: Customizable Home Page: Users can now customize their home page. Now they can show the information they need the most on the Homepage. Enhanced Reporting Lightning has the Lightning Report Builder which helps in creating improved reports. It also provides improved and efficient visual reporting which saves time involved in creating and reading reports. Columns on Dashboard In Lightning, Dashboards are not confined to 3 columns anymore. Activity Timeline With this Sales Reps can now easily keep a track of their planned and accomplished activities for a specific lead, account or opportunity. Lighting Experience Lightning Experience comes with no extra cost.   In the below image you can see list of new features introduced in Salesforce Lightning. Source of the above table – https://trailhead.salesforce.com/en/content/learn/modules/lex_migration_introduction/lex_migration_introduction_rightforme   Key Benefits of Salesforce Lightning: Integration with Einstein AnalyticsEinstein Integration is available in both the Classic and Lightning Version of Salesforce for creating reports and dashboards, but the Lightning version has more integration with Einstein as compared to the Classic.Einstein is a game-changer in itself as it carries its own database that fetches the data from salesforce instance and updates reports and dashboards each hour automatically. It even comes with features like: Export Dashboard as a picture. Ability to edit widget on dashboard. Ability to do advance formula calculation. Improved Security Salesforce Lightning comes with enhanced security features like ‘Locker Service’. Locker Service helps in safeguarding the platform from malicious data by preventing Lightning components to interact with each other. Besides this ‘Locker’ uses the Content Security Policy to prevent cross-site scripting, which helps in avoiding code injecting attacks. Opportunities Kanban View It is a visualization tool for opportunities. In the Kanban view, Opportunities are displayed as cards. The lanes/columns in Kanban view represent the different stages of the Opportunity. Sales Reps can now change the Opportunity stage by simply dragging them from one column to another. Sales Reps can even customize, and personalize alerts on key deals.   New Design One of the major differences between the old and the new version of the salesforce is the User Interface. The Salesforce Lightning offers a better UI experience to its users as it includes features like news about key accounts and deals and performance charts, which were unavailable in the Classic version. No Extra Cost Salesforce Lightning doesn’t cost an extra penny more than theSalesforce Classic and remains pretty much the same. Long-time users of the Salesforce Classic can move to Salesforce Lightning without paying anything extra for a new license. Features Unavailable in Salesforce Lightning Listed below are some of the features that are unavailable in the new version: Custom JavaScript Buttons: Custom buttons that have JavaScript running in the backend in the Classic version will no longer be supported in Lightning. In the Lightning you will be able to replace JavaScript content by using tools like Process Builder, Visual Workflow, etc. Apps from AppExchange: Many apps that were working in theSalesforce Classic will not be supported in Salesforce Lightning unless they are made Lightning Ready. If any app is not supported in Salesforce Lightning, even then you can continue to use them in Salesforce Classic. Search: Salesforcehas completely revamped the way search used to work in Salesforce Lightning by removing the Sidebar Search and the Search All button. Which one should we Opt for? As the sayings goes “Old is Gold but New is Diamond”, in the same way Salesforce Classic was something huge in the early 2000’s but with revamped UI, enhanced analytics, better security, etc. Salesforce Lightning has become a preferred choice. Though the new version i.e Salesforce Lightning offers several new features over its classic counterpart, it’s important to measure the pros and cons of both the system before making a shift. About Girikon – As a Salesforce consulting partner, Girikon is an excellent Salesforce Implementation Partner as it helps businesses in the effective implementation of the Salesforce CRM.

Customers continue to be the most important assets for any organization and to ensure long-term relationship with your customers, it’s important to cater to their needs in the best possible way. One of the most effective ways of doing so, is to constantly upgrade your products and services, in a way that fulfils the evolving requirement of your customers. In other words, create new version of your products through new releases and upgrades. If you are leveraging the Salesforce platform, you will have to keep pace with all the upgrades that it keeps releasing time and again. What is Salesforce Upgrade? Salesforce releases new upgrade from time to time and to improve the performance, logic, and usability of your software, it is essential to upgrade it to the new version. Besides releasing regular upgrades that could be used to improve a products functionality and performance, Salesforce has illustrated seamless upgrades that are critical to customer success. Salesforce takes up to five minutes for upgrades and users will not see any difference when using the new Salesforce release. Changes with the new release will not activate by default and only salesforce admin can activate the new features using the Setup menu. What is the Impact on Interface? During the upgrade, our customizations are preserved, and Salesforce gives the same effects having the same consequences. During the upgrade, the Session Id is inactivated, and if any interface is running at that time, we’ll get ‘INVALID_SESSION_ID’ error. We cannot run our batches during the upgrade period, as the upgrade window can break our batch, we’ll have both valid and invalid data in our org. To manage this, what we need to do is: Monitor the validation/deployment results and check the post-deployment steps. If we need to run a batch after deployment checks the execution result of the batch. If it failed, we have to run it again. This has an impact on our scheduling (stop cascade batches and implement a retry every 30 minutes for example) We need to plan our batches after or before the upgrade period. We need to implement to run the same batch once again to continue the process without altering the data already processed. For a batch update to keep data consistency, we need to use transactions. It is native for batch Apex, but when using the API (custom development, ETL connector (i.e. TALEND, dataloader, etc.), we are not able to keep data integrity. The only way to keep it is by creating Apex Webservices that will be accessed by our batch. Is there any impact on Connected Users? During upgrade all the users need to invalidate their Session Idso that they are unable to connect the Salesforce until the upgrade process has finished. Users receive an error message letting them know that the service is unavailable during the upgrade and are prompted to log in again when the upgrade is complete. To manage this, we need to do: Share an upgrade timeline plan with all users so they know when you will upgrade, and how often Inform the user when they can log in into the system Share the new document, if any, if there is a change in the Salesforce UI/UX Best Practices to be followed If the Salesforce upgrade is not planned, there might be cases where end-users may not be able to access Salesforce after the completion of the update. In order to avoid unexpected service disruptions, we may need to take the following actions: 1) Enable “My Domain” NOTE: “My Domain” is required for customers who have requested the org migration. 2) Update the hard-coded references if any, for e.g. test-abc.salesforce.com and make sure to update them to the right URLs (for example, <yourdomain>.salesforce.com, abc.salesforce.com) prior to the org migration. Also, if there is any hardcoded Id in the code, make sure to update them dynamically. 3) If the Salesforce org has set up corporate network settings or any email security filters to restrict the access to only certain IP ranges, make sure to update the lists to include the newest ranges. You can whitelist the IP ranges in the Network Setting of Salesforce. 4) If there is an issue in integration following the maintenance, prepare to refresh integrations. Why to Upgrade and what are the benefits? Salesforce has the capability to work with earlier released features even if those features are supplanted by new functionality. Salesforce keeps all customers on a single version—i.e. the most recent version—of the product. Therefore, Salesforce provides the same experience, coolest Feature, advancement on compatibility and the latest bug fixes. Conclusion It is very much required to upgrade the Salesforce version to the latest release as it can eliminate the technical risks involved during the implementation. We understand that there could be a service disruption for couple of minutes but it is must have for your organisation since it could also increase your productivity. As we know that Change is the only Constant, hence we all must go with the flow and suggest the users/clients to upgrade to the newest version as soon as it is live. About Girikon:  Girikon is a Salesforce Consulting Partner, committed to deliver excellence by providing customers with wide array of quality services including Salesforce implementation, Salesforce consulting and Salesforce support.

Introduction CPQ stands for Configuration, Price and Quote.It is a sales tool for companies to provide accurate pricing of the products with any given product configuration. CPQ helps sales rep to provide discounts, increment or decrement in the quantities, customizations on products while preparing the quote. This feature allows sales rep to quote prices quickly and more accurately. Purpose of the Document The purpose of this document is to provide the knowledge on CPQ and CPQ product pricing with attributesto the user. In this, user can understand below important topic related to CPQ pricing with attributes: Introduction of CPQ Why we need CPQ pricing based on attributes How can we achieve this? Benefits of CPQ pricing with attributes Need of CPQ Pricing based on attributes In most of the business there will be products which don’t have any configuration. We can easily handle those kinds of products in salesforce because there will be nothing other than products and their Prices. But now a days business and industries are growing rapidly. This growth introduces products with some specific configuration. For Example: Let’s take the example of clothing industry; according to below table we have a product(Polo T-shirt) and we have some fields with respect to that product (Size, Color, and Price). Here Size, Color and Priceare the attributes of Product. After selecting the product, user need to select the corresponding attributes and their values of the product and user will notice the price will occur once he/she selects all the attributes of the product. Also, if user changes the values of the attributes then Price will automatically change for that particular product. Product Name Size Color Price Polo T-shirt L White $25 Polo T-shirt M Off White $30 Polo T-shirt L Black $15 Polo T-shirt M Grey $20 This kind of requirement is difficult to fulfill without CPQ attributes, because user needs to create each product separately with every single attribute. But with CPQ Attributes user needs to create only 1 Product and all the configuration can be mapped to the corresponding attributes.  Configuration Attributes Configuration attributes are used to gather information during sales and perform some product actions (like showing / hiding / selection products, performing validations / alerting the sales agent) or pricing actions. A single product can have many configuration attributes, depending upon the variations in their fields. How to setup CPQ Product Attributes for Salesforce CPQ Below are the steps for setting up the CPQ product pricing based on Attributes: Step 1: Create a custom object ‘CPQ Product Attribute’ Fig 1.1 Step 2:Create the required field in the CPQ Product Attribute object, which will be displayed on the Product Attribute Step 3: Set the Page Layout and Search Layout accordingly Step 4: Create the required attributes field in the Quote Line Item (SBQQ__QuoteLine__c) object Step 5:Go to field sets in Quote line object and add the new field in that by dragging Step 6:Create a Price Rule for copying List Price to Quote Line Item, based on Product Attributes. This will automatically display the List Price on the selection of fields Step 7:For creating the new product attributes for a product: Create a product in salesforce Fig 1.2 Make the Price Book entry at 0 pricing, as shown below Fig 1.3 Now upload the list of CPQ Attributes from Data Loader into the org, by selecting the object as ‘CPQ Product Attribute’ Fig 1.4 This will create the entries within the CPQ attribute with the entries as uploaded Fig 1.5   Step 8: Now create an opportunity and choose the pricebook in which you have entered the above products Step 9:Create a Quote and select the CPQ product. On selection of the product, all its attributes will get displayed. Due to the pricing rule, we will be able to see the list price displaying automatically on the List_Price attribute Fig 1.6 Use Case: HTC Media ltd runs a small Media House on a digital platform and publishes one typeof magazine and oneweekly newspaper. They target youth in magazines and children’s in weekly newspaper. They publish their products with different specifications. They earn their revenue based on sale of these products. Customer can take subscription based on their interests. Product Name Language Size Subscription in Months Price Tech Info English Full 3, 6, 9, 12 months $15, $12, $9, $7 Learn & Grow weekly newspaper English Full 3, 6, 9, 12 months $15, $12, $9, $7 Tech Info French Full 3, 6, 9, 12 months $18, $15, $12, $9 Learn & Grow weekly newspaper French Full 3, 6, 9, 12 months $18, $15, $12, $9 Tech Info English Half 3, 6, 9, 12 months $10, $8, $5, $3 Learn & Grow weekly newspaper English Half 3, 6, 9, 12 months $10, $8, $5, $3 Tech Info French Half 3, 6, 9, 12 months $12, $10, $8, $6 Learn & Grow weekly newspaper French Half 3, 6, 9, 12 months $12, $10, $8, $6   According to the table, we have one type of Magazine and one weekly newspaper as product. Language, Size, Subscription in Months and Price are the attributes of the products. As we can see in this table on the basis of attribute, price of the product will generate. If any of the attribute is changed by the customer or user, the price will change. Now we will try to understand how we will achieve this requirement without CPQ attributes. In order to achieve this, we need to create each product with every single attribute in Salesforce system. So in this scenario, one has to create 32 different entries of products in Salesforce in order to capture every attribute. Sr. No Product Name Price 1 Tech info English Full 3 months $15 2 Tech info English Full 6 months $12 3 Tech info English Full 9 months $9 4 Tech info English Full 12 months          $7 5 Tech info English half 3 months $10 6 Tech info English half 6 months $8 7 Tech info English half 9 months $5 8 Tech info English half 12 months $3 9 Tech info French Full 3 months $18 10 Tech info French Full 6 months $15  11   Tech info French Full 9 months  $12 12 Tech info French Full 12 months $9 13 Tech info French Half 3 months $12 14 Tech info French Half 6 months $10   15 Tech info French Half 9 months $8 16 Tech info French Half 12 months $6 17 Learn & Grow weekly Newspaper English Full 3 months $15 18 Learn & Grow weekly Newspaper English Full 6 months $12 19 Learn & Grow weekly Newspaper English Full 9 months $9  20 Learn & Grow weekly Newspaper English                  Full 12 months  $7 21 Learn & Grow weekly Newspaper French Full 3 months $18 22 Learn & Grow weekly Newspaper French Full 6 months $15 23 Learn & Grow weekly Newspaper French Full 9 months         $12 24 Learn & Grow weekly Newspaper French Full 12 months $9 25 Learn & Grow weekly Newspaper English Full 3 months $10 26 Learn & Grow weekly Newspaper English Full 6 months $8 27 Learn & Grow weekly Newspaper English Full 9 months $5 28 Learn & Grow weekly Newspaper English                  Full 12 months $3 29 Learn & Grow weekly Newspaper French Full 3 months $12 30 Learn & Grow weekly Newspaper French Full 6 months $10   31 Learn & Grow weekly Newspaper French Full 9 months $8 32 Learn & Grow weekly Newspaper French Full 12 months $6   As you can see without CPQ attribute it would be a very tedious task for anyone to create products. In this scenario we have only 2 products with limited number of attributes and their values. But what happen if we have many products with multiple different attributes and with different values. To resolve this kind of complexity, CPQ Attributes functionality comes in the picture. User need to create CPQ Product Attribute All the required fields will be created under this object. Add the same fields to the field in the Quote Line Item object. Add the required value to the field in CPQ Product Attribute Add the same value to the field in the Quote Line Item object. Add the required field in the Price Rule. Make the Price Book entry at 0 pricing. Now upload the list of CPQ Attributes from Data Loader into the org, by selecting the object as ‘CPQ Product Attribute’. As we understood how to set up Configuration Attributes in above section, now we will understand how product will display on Product selection window. Product listed on product selection window: Tech info Learn & Grow weekly Newspaper All the corresponding Attributes will display on the QLI after selecting the product. Benefit of CPQ pricing based on Product Attributes:   It is easy to manage the products in Salesforce with the help of CPQ attributes.  As we have seen in use case without CPQ attributes we need to create separate product on the basis of attributes and their values. This problem can be overcome with CPQ attribute. Easy to generate reports on the basis of attributes. User can pull the report on the basis of attributes in order to get the revenue information. Change the Product Prices for a campaign. User needs to download the existing CPQ Product Attributes sheet and replace the campaign with the new one and update the prices for the respective product. No need to remember the prices of the product on the basis of attributes and their values. After selecting all the attributes of the product on QLI, price will come automatically. In this case, user doesn’t remember price of the product. The view on QLI will be compact with less number of products. QLI is always manageable with less number of products. Also, it will be easy to select the product when count is less. Conclusion: CPQ pricing is, without any doubt is a great feature of salesforce for evaluating the pricing of the products. CPQ pricing with product attributes fulfills the need of a business when market demands a lot of customizations and specifications on any product. CPQ makes it easy for user to manage the products and their prices when different types of attributes are present. User doesn’t need to struggle with the attributes, number of products and how pricing could achieve in salesforce. In a nutshell, CPQ pricing with product attribute is the solution for attributes related issues. About Girikon: Girikon is a reputed name in the Salesforce consulting and Salesforce implementation space. Over the years they have carved a niche for themselves by catering to clients requirement by providing them with quality services and solutions.

Are you facing the following challenges while migrating data to Salesforce? Tired of deleting the duplicates manually in Excel? Excel keeps hanging up because of large data? Applying VLOOKUP again and again for the same data set? Duplicating the whole data again for UAT and Production environment? Cannot apply complex transformation to your data set? If you have answered yes to most or all of the questions above, then the solution to your problem is TALEND. What is TALEND? TALEND is an open source software integration platform which helps you to turn data into business insights effortlessly. When we hear the term “Data Migration”, questions like – What is data migration? Why is it needed? How is it done? etc., pop up in our mind. This article addresses all the basic queries on Data Migration along with the reasons for choosing TALEND as an ETL tool for Salesforce migration. Which tool should be used in Salesforce Data Migration? Selecting the right data migration tool depends largely on your needs. There are several data migration tools, but they won’t be of help if they  fail to meet the specific goals and objectives of your company.. Listed below are some points that you might need to consider while choosing an ETL tool. Let’s understand the Data Migration process before we go ahead and address the aforementioned issues. What is Data Migration and How Does TALEND Fit in? As the name itself suggests, data migration is the process in which data is transferred from one system to the other. These transfer systems can be data storage types or file formats. Data from the old system is transferred to a new system through a particular mapping pattern. The above diagram is a job in TALEND showing how simple it is to extract data from a Source, apply any tansfomation logic and push into different Target destinations. How is it done? Source Data: TALEND can be used for importing the raw data from different sources, andprocess multiple types and formats of Source data for exampleFile, Database, CRM or API. Data Cleansing: In this process we perform the following steps: Detect and Correct (or remove) corrupt or inaccurate records from the dataset. Identify incomplete, incorrect, inaccurate or irrelevant parts of the data. Replace, modify, or delete the dirty or coarse data. Data Deduplication: After Cleansing the data, Duplicate copies of data are removed from the dataset based on a pre-approved field set. Data Transformation: In this process we transform the data from the Source to match the Target Data Upload: After the transformation the data is uploaded to the Target system in which TALEND supports multiple platforms for example Excel, SQL server or Salesforce org. Why choose TALEND? Open Source Software: There are no cost implications for using “Talend Open Studio” or “TOS” since it is an open-source software. Cost is applied if there is a demand for joint data collaboration. Multiple Source/Target Format supported: We can extract the data directly from Salesforce, transform it, and push it directly into Salesforce without the need of an Excel or any Database. If in any case we do not have an Org to Org connection, we can still extract the data using Excel, manipulate, and load the data into Salesforce using TALEND since it supports all the Excel formats. Faster: We can process and transform the data much faster than Excel as TALEND provides functionalities in which we can change the format, append new data onto existing one and create or remove columns on the go. Reusable: In TALEND once the job is created the same job can be used for different target locations we do not need to transform the whole data again for different environments like (UAT or Production). In the case of any future modification we just need to append the same job and we will be spared from going through the whole process of transforming the data again. Supports Complex Data Transformation: TALEND provides the tools to perform highly complex transformations and manipulations on the data. It also provided the functionality to write custom scripts in JAVA wherever there is a need for custom transformations It can also process huge amounts of data which is difficult to manage in Excel. Conclusion: While there are several other tools for data migrations in the market, TALEND has become a preferred choice as it provides with the functionality of accessing data more easily, processing it more efficiently and moving it across various target systems very easily. About Girikon:  Girikon is a Salesforce consulting and development company offering quality IT services to clients across the globe. Based out in Phoenix, Arizona, the company has presence across Australia and India.