Salesforce

As a business entity, your priority lies in improving the bottom line of your business by generating greater ROI. To ensure consistent growth of your business, you need to chart out an appropriate customer satisfaction strategy as customers tend to be the life and blood of every business undertaking. The most important aspect of this strategy should be to have in place a robust system that can provide a single view of all the customer-related data. Salesforce with its rich features, functionalities and ever-evolving ecosystem has become an obvious choice for business owners looking to streamline their otherwise scattered business processes to ensure increased efficiency and productivity. While this cloud-based platform is pretty flexible, easy to use and above all widely accepted across the globe, the real challenge lies in implementing it. This is because the process of Salesforce implementation requires 100 percent focus, dedication, and technical know-how, which practically wouldn’t be possible for you to dedicate while handling other essential business activities. To make the most of your Salesforce investment, you must have by your side a reliable Salesforce Implementation Partner who can help you with successful implementation, conformation, and deployment. Why Should You Hire the Services of a Salesforce Partner? Rather than taking the less expensive route of doing the Salesforce implementation on your own, or hiring a less qualified Salesforce partner, it’s in your best interest to engage the services of a knowledgeable and experienced Salesforce partner. Doing so will help you realize the following benefits: Ensures Business Process Efficiency: To enjoy a better return on your Salesforce investment, proper knowledge of accurately relating Salesforce’s features to your business processes is important. A knowledgeable partner with experience of working in your industry and knowledge of best practices will be able to dive into your processes and connect technology to your business goals. Provide the Right fit: It is to be noted that when it comes to Salesforce implementation one-size-fits-all approach, doesn’t seem to work. A reliable Salesforce partner will ensure you get the most out of your Salesforce investment. Rather than using the common implementation technique, an experienced Salesforce Consulting partner will make the necessary adjustments to provide your organization with the right implementation. Provide Training and Support to Your Team: Getting your team to use a new system can be challenging. However, with a knowledgeable and skilled implementation partner by your side, your team will have an easy go-to resource if and when they have queries while handling the new system. Your Salesforce partner will provide your team with the necessary training for operating the new CRM solution in the best possible way. Help You Capitalize on Opportunities: Reviewing your business systems and developing them regularly will ensure that they align with your business objectives. A skilled Salesforce partner can help you frame up your objectives and the way they connect with your CRM. This will help you develop a roadmap for the future while helping you realize a better return on your investment for the times to come.  Help You Save Money: If you take into account the internal overhead necessary to manage a project, you will realize that a reliable Salesforce partner will not just outperform an internal team but will also be more cost-effective. Quick Wrap-up: Whether you are thinking about implementing a new Salesforce CRM or already have one that requires a bit of customization and configuration, it makes sense to have a skilled Salesforce implementation partner by your side. By leveraging their expertise and experience, you will not just be relieved of the stress involved in doing it yourself but will also reap in the benefits of better process efficiency and ROI.

IDC Whitepaper Salesforce.com is #1 in Fortune’s list of ‘100 best companies to work for’. New customers are signing contracts for Salesforce licenses every day, and this indicates the popularity of Salesforce CRM worldwide.  Salesforce CEO Benioff once said, “Salesforce reached $5 billion in annual revenue faster than any other enterprise software company and now it’s our goal to be the fastest to reach $10 billion.” Currently, businesses are stepping forward to adopt the Salesforce technology with the intention of customer satisfaction as well as enhancing their current sales operations process. To implement a Salesforce solution, a company needs Salesforce geeks who helps them to achieve their business goal.  Currently, Salesforce Consultants and professionals are in huge demand due to Salesforce being adopted by small to large business organizations worldwide at rapid rate. The market has a demand for Salesforce Administrators and Salesforce Developers. To implement Salesforce as a CRM solution, there are various roles required to fulfill the business need such as Administrator, Developer, and Salesforce Architects. A recent research by G2 Crowd found that:    Customers are crediting Salesforce when it comes to overall CRM functionality 85% higher than the industry average of 75%. The Salesforce CRM has an 80% better scalability than any other CRM vendor outside the leader category in Gartner’s quadrant and 23% better scalability than vendors present in the leader’s category. It is always believed that referred customers are always a bonus for any business. More than 80% Salesforce customer has recommended Salesforce as CRM solution to their peers.   85% of Salesforce users believe that Salesforce is headed in the right direction.    Do your dreams include succeeding in Salesforce? Salesforce is aggressively acquiring companies (small to mid-size) across the world, that provides a competitive edge over other CRM players in current market. More than 2 million companies are using Salesforce as a CRM solution to boost their current sales process and successful customer support. Due to the high adoption rate of Salesforce demand for Salesforce professionals such as Administrators and Developers to manage the Customer’s Salesforce CRM has also increased. To achieve a business goal, Salesforce consultants assist businesses to fully exploit the full potential of Salesforce by having an in-depth knowledge and experience relating to a Salesforce implementation.  To have a career in Salesforce, Consultants need a focused effort in right direction and with level of passion and dedication. Salesforce is like an ocean and consultants do not know how far they can reach. If you are looking for a relatively high paying career, then Salesforce is the right path to proceed with the added ability for work opportunities in this field. The key is to completely understand the elements of your responsibilities and what is required for the job.  Now let’s understand the difference in terms of responsibilities and the earnings achieved by Administrator vs Developer: Key activities for Salesforce Administrators: The key areas that are being considered for Salesforce administrator are as follows:  User setup and permissions Data accessibility  Account modifications  Moreover, Salesforce Administrators are also involved in some other activities such as page layout setup, data deduplication, picklist values configuration, workflow & rule configuration, reports & dashboard creation and many more.   Key roles for Salesforce Developers: Salesforce developers create  Triggers Visual force pages as well as custom functionality to support the business processes defined by organization.  Moreover, developers are responsible to establish interface with third party applications to Salesforce through custom APIs integration to accomplish the business need.  To create a Salesforce Solution, both administrators and developers are required, and it is totally depending upon the business requirement.  Salesforce administrators and Salesforce developers are like the two sides of a coin.  Girikon a Salesforce Consulting Partner based in the USA, Australia and India and has a team of Certified Salesforce Consultants including administrators and developers. The Salesforce Consulting Services team have proven expertise with over 400 projects delivered. For further information about Girikon contact us on +61 1300 332 888 or email sales@girikon.com and discuss your current business challenge. We guarantee we will have a solution for you.

Our Salesforce Consulting Team steps through a simple MuleSoft Integration At Girikon, a Salesforce Consulting Company we believe Salesforce is the world’s no. 1 cloud platform based on CRM (Customer Relationship Management) capabilities. Early last year Salesforce agreed to acquire MuleSoft for a mutli-million-dollar cash and stock deal. MuleSoft, a software company that provides integration software for connecting applications, data and devices. Girikon’s Salesforce Consultants specialise in many Salesforce products and after the announcement our consulting team gained certifications in MuleSoft. Girikon is commitment to keeping ahead of the pack with knowledge and certifications for leading technologies.   In this blog we are focusing on Salesforce integration with MuleSoft.  Firstly, we will need a Salesforce developer account by clicking on the following link:  https://developer.salesforce.com/signup.  Then a MuleSoft account by clicking the following link: https://anypoint.mulesoft.com/login/signup. In this first example we can send a couple of contact records to Salesforce with the help of MuleSoft. For this we have to download any point studio which is a MuleSoft IDE by clicking on this link https://www.mulesoft.com/lp/dl/studio.  We are going to use any point studio for this data transfer. First download the any point studio. Then extract the zip file in your directory and the click on the application to install it. After installation is finished click on the any point studio icon it will launch a wizard like shown in the figure below. Fig: – Launch Wizard of Any point Studio   Click on the launch button after selecting the directory of your workspace. It will then open the any point studio as shown in the figure below. Fig: – Any point Studio   Open the example project in Any point Studio from Any point Exchange by logging into your MuleSoft account.  Download Import Contacts into Salesforce application. Note: do not run the application.  Login to your Salesforce account.  In the left navigation bar, open My Settings under the Personal Setup heading, click to expand the My Personal Information.  Click Reset My Security Token. Salesforce resets the token and emails.  Open your mail account where the security token is sent and copy the token onto your local clipboard. Now open your Any point Studio after downloading and opening the application it will look like as shown in the given fig. Fig: – Any point Studio with application   In your application in Studio, click the Global Elements tab. Double-click the Salesforce SFDC config global element to open its Global Element Properties panel.  In the Security Token field, paste the Salesforce token that you copied from your mail.  Alternatively, configure the global element in the XML Editor.  Change the contents of the Username and Password fields to your account-specific values, then click OK to save your changes.  This application project includes a sample CSV file, contacts.csv, that you can use to view the end-to-end functionality of this application. The CSV file will look like this. Fig: – contacts.csv   In the Package Explorer, click the src/main/resources folder to expand it, then find the contacts.csv file inside this folder. Double-click the File config tab in the Global Elements tab and set the Working Directory field to point to the src/main/resources folder. In the Package Explorer, right-click the import-contacts-into-salesforce project, then select Run As > Mule Application.  Studio runs the application on the embedded server. After the application runs successfully it will create two contacts records in salesforce which the csv file contains. Open your salesforce account, then navigate to the Contacts tab. It will show you two new entries: John Doe and Jane Doe. Fig: – Two new contacts created About Girikon Are you looking for a Salesforce Integration expert? At Girikon it is where the search ends. Girikon is a Salesforce Consulting Partner and has the required set of tools, skilled resources and technical knowledge to understand the platforms an organisation uses and transforms your existing systems to a truly interoperable solution.    Girikon’s Certified Salesforce Consultants understand the rapid increase of mobile, cloud and social platforms. They are here to assist customers who are left to their own devices to develop a solution for their organisation. Girikon Salesforce Consulting Services team made up of Architects, Developers, Business Analysts, QA experts have the required knowledge and are certified to design and delivery integrations to suit your needs.   Our Service team are cost-effective, and our Consultants will develop a strategy to bring together a quality solution which can be across multiple applications and technology platforms such as Salesforce, Microsoft, Oracle, Abode, SAP etc.

Girikon’s Salesforce support team are regularly asked questions about WalkMe interfacing with Salesforce where they initially need to highlight  capabilities and benefits once integrated. Girikon, a Salesforce Implementation Partner is proactive and with the assistance of their Salesforce Support consultants outline WalkMe’s benefits such as acceleration time to competency during training, improvement of data integrity, promotion of new Salesforce features and productivity gains. Girikon’s team work closely with existing clients to integrate Salesforce to WalkMe with the knowledge that as a Salesforce Implementation Partner there is a high probability that these type of integrations will be within project scope for new clients. WalkMe is a cloud platform that assists product managers and customer success managers to create product tours and manage in-app experiences. Without a doubt, WalkMe is one of the first in the user onboarding market. Because of its huge and recognisable brand, it is probably the first choice for many companies. It helps you to onboard and adopt more users by creating different walkthroughs inside your application. Through WalkMe’s dashboard, you can easily see all your user onboarding data and analytics. Because of its strengths and powers, WalkMe is a great tool for larger enterprises. But because of its pricing and hard to use, it isn’t the best option for start-ups, SaaS or small and medium businesses. Using the Salesforce integration, you can push WalkMe Insights data to Salesforce objects to enhance your understanding of end-user behaviour. Girikon’s Salesforce Consultant Deepanshi takes us through a step by step guide to set up WalkMe and Salesforce integration below. Requirements The following items are required before attempting to setup WalkMe: You must be a Salesforce admin or contact your Salesforce admin in order to add custom fields to your targeted Salesforce object(s) You must have a Salesforce user that either has Salesforce admin access or ModifyAllData permissions to grant WalkMe access to OAuth 2.0 authorization to read and update the metadata of Salesforce objects (this access can be revoked by the Salesforce Admin at any time) Walkme is an on-premise solution – so for different purpose you must install it before using it. This can become a little bit messy, since installing Walkme inside your system requires a lot of technical knowledge. So, you need to put a lot of effort just to see how Walkme works.

Salesforce is one if the leading CRM platforms used across the globe. According to Girikon’s Salesforce Consultants it is one of the largest and widely used CRM software in the market. Salesforce has two types of storage i.e. Data storage and File storage. File storage includes attachments, items a user has uploaded into the Documents tab, and Salesforce CRM Content. Contact Manager, Group, Professional, Enterprise, Performance, and Unlimited Editions are allocated 10 GB of file storage per org. Essentials edition is allocated 1 GB of file storage per org. All other data, including activities is considered a record and counts towards your Data Storage allocation. Data Storage limits for every Contact Manager, Group, Enterprise, Professional and as well Performance editions are calculated at either 1 GB or on a per user limit (20 MB per user) whichever is required for production orgs. For a business keeping their expenses in check keeping an eye on storage limits is the main goal. We all agree that Salesforce is a great CRM but when it comes to licence pricing it can get very expensive when you consider licence per users etc. If the organisation’s concern is storage cost and the users are continually uploading data at an alarming rate, then it is important to apply Girikon’s strategy for managing the orgs data. Emails and Cases are very crucial pieces of information and they can take up a lot of space. Each email takes around 2Kb – 10Kb data (it varies on a case by case basis depending on the email content) and each attachment sent alongside the email can be up to 20Mb. Management of the orgs data can be more effective by managing by archiving and then restoring the emails when needed. The Archiving strategy is very simple, and it has proved to be very effective. Our Salesforce Consultancy Services team often advise users to use the two custom buttons which are Archive and Retrieve which does all the work for the users. When clicking on archive, the emails in the related list gets archived or gets stored as an attachment. Before sending or receiving the email. After sending the email. The email is showed in the email related list and the data storage is increased. When the archive button is clicked. A visual force page pops up to ask you that “Are you sure you want to archive?” After archive the email gets into the attachments and the data storage is decreased. Let us explore the backend logic behind the storage when an email is sent or received, it creates a record in emailMessage object and the attachments along with that email creates a record in attachment object in salesforce. The record that is created has a parent Id equals to the case Id and the attachments that were sent along with that email have their parent Id equal to the email record Id. So, when we hit on archive button the code runs in the background which creates a new record or file i.e.  email(emailId).txt in the attachment object which have the email and its details such as: – BccAddress, CcAddress, TextBody/HTML body etc. And for the attachments that were delivery with the email, the parent Id of those gets re-parented and now is equal to the caseId. After that the email record in the emailMessage Object gets deleted which reduces the Data Storage. Email retrieving is also necessary after the user has archived as per the step above to be viewed at a future date. There is also an opportunity for the user to delete the emails. Click on retrieve button. A visual force page pops up and asks, “are you sure you want to retrieve?” The email is retrieved. And the data storage is increased. Let us explore the backend logic behind the storage when an email is retrieved. Code is written in such a way that it reads body of email(emailId).txt and then creates a new record in the emailMessage object from it. For the email attachments, they are again re-parented back to the email with the help of a custom field which the system created in the emailMessage Object to retrieve the attachments. The custom field contains the old Id of the email when it was not archived. After all this is done the code deletes the email(emailId).txt file from the attachments. About Girikon Girikon is a Salesforce Consulting, Oracle Gold, Microsoft Application, Adobe Bronze Technology Partners. We are also ISO 9001 Quality Management and ISO 27001 Data Management system certified.  Girikon’s Headquarters are in the US, with offices in AUS and Technology centre in Noida India with over 150 employees across the three offices. Girikon is a Salesforce Consulting Company that provides cost effective services through a hybrid offshore/onshore model, quality delivery and great testimonials.  

Girikon’s Salesforce Consulting Services team are certified and experienced with both Pardot and Salesforce Marketing Cloud. They have a depth of knowledge about both automated marketing solutions and have many insights to share. Pardot and Salesforce Marketing Cloud are both marketing automation solutions where Pardot can be seen as a tool, Salesforce Marketing Cloud is seen a comprehensive toolkit for Marketeers. Both Pardot and Salesforce Marketing Cloud both allow for a level of social media sharing through their tool/toolkit and both also grant a user access for building custom email campaigns. Despite these similarities, Pardot and Salesforce Marketing Cloud have some differences including the Lead Scoring Model. does not include a lead scoring model however Pardot has default scoring functionality and model that allows for various prospect activities to be scored. In this Blog our Salesforce Consultant will endeavor to show a user how to generate lead scoring from Email based on [_Sent], [_Open] & [_Click] Data Views. Data from [ _sent ] , [ _open ] & [ _click ] by join operation in query to be saved in Data Extension ‘ DE_1’ : Simple perform a Query and join these data view in a separate Data Extension based on your JobID. Ex: from [ _sent ] as a full JOIN [ _open ] as b on a.[subscriberkey]= b.[subscriberkey] full join [ _click ] as c on b.[ subscriberkey ] = c.[ subscriberkey ] Where a.[ JobId ] = < JobID >. For your reference: join syntax: https://www.w3schools.com/sql/sql_join.asp. Create a Data Extension with default score value and save it in Data Extension ‘DE_2’: Import a file containing subscriber key & Initial Score using Import wizard and save these records in separate Data Extension. Note: At least match a few SubscriberKey with ‘DE_1’ while creating import file. Join the two Data (DE_1 & DE_2) Extensions and save it to third Data Extension (DE_3): Using case Statement in Query increment or decrement your Initial Score and save it in ‘Updated Score’ field in the target Data Extension which I have mentioned below in figure (3.2). Along with join these two Data Extension and save it to the Third Data Extension using Query based on SubscriberKey. Ex: CASE WHEN a.[ < Column name > ] IS NOT NULL THEN [ Initial Score ] + ELSE [ Initial Score ] END AS [ Updated Score ] For reference: Case Statement : https://www.w3schools.com/sql/sql_case.asp. Create an Automation and Run the following Activities: After Running these Activities in Automation your records will be updated in Data Extension with updated score: About Girikon Girikon is a Salesforce Consultancy Partner, IT consulting and development company, headquartered in the US with development centre in India and office in Australia. Our Global network allows Girikon to quickly respond to customer’s requirements effectively delivering quality outcomes. Girikon’s team of experienced and certified Salesforce Consultantsincluding Architects, Developers, Consultants, and Administrators. Our MEAN Stack, Atlassian APP, Microsoft Dynamics CRM, Mobile APPs, JAVA, PHP, ASP, .NET and AI consultants and professionals also provide services which are second to none. Our customers and services are many and varied from large multinational companies implementing large programs to small-medium enterprises implementing solutions to improve their competitiveness. Girikon also supports its customers on all leading technology platforms and Girikon’s team of dynamic, seasoned and qualified professionals have a vast experience in IT across many verticals, Product development including design, testing, support and supported by resourcing / staffing models to suit any type of business. Our Vision is to develop scalable & simplified solution for our clients.

Salesforce is a cloud-based CRM (Customer Relationship Management) software. It offers which offers great products in almost every field such as Sales, Support, Marketing, etc., and aids all kind of businesses (big or small) in their day to day activities. Girikon’s Girikon’s Salesforce Consulting Services Team member Nirupuma Shree discusses some of the key features of Salesforce which have aided business’ in their everyday activities: Contact Management- In the Salesforce, the sales rep can record the contact details and then track their progress against a company (Account) which is linked and opportunities they are tagged. The tracking is seamless and with teeny-weeny human effort. As Salesforce is a cloud-based CRM, it gives freedom to the user to add or edit contact’s information anywhere and at any point of time and the users will have the updated contact details available to them instantly. By integrating Social CRM with Salesforce CRM, the sales rep can also view and examine the conversation (with salespeople) that contacts are having on social networks. Opportunity Pipeline Management- With Salesforce Opportunity Management, the sales rep can focus more on closing a deal. Track minute details on the opportunity detail page without missing out on any of it. The sales rep can track the products tagged to an opportunity and its price, quantity and product type The user can set up payment terms, special instructions or any other details. The user can generate quotes & contracts automatically by setting up workflows and on the selected templates. Analytics and Forecasting- With the help of Einstein Analytics, the sales rep can view business data at a glance. Salesforce offers customizable dashboards and reporting tools which provide key performance data and much more to boost sales. Through Salesforce Forecasting, the sales rep can get an expected sales revenue based on the roll-up of a set of opportunities. Marketing Campaigns- Salesforce Marketing Campaigns can benefit the users in several ways like assisting in setting up Google AdWords, sending campaigns across multiple channels and getting leads to the CRM from the campaigns sent. Let us also discuss some of the key benefits which sales rep receive by using Salesforce CRM: Integrations with the 3rd Party Applications- The user has the liberty to install Salesforce apps such as the Smart SMS from Girikon into the Salesforce Org without the need of programming. Most of the applications have some basic steps for installation which helps in installation. Easily Accessible- The Sales rep can access their data, records anytime and anywhere on Salesforce CRM, thanks to its mobile app. It is a perfect tool for users who want to get connected to their sales members and to the sales rep who wants to get updated with the progress of their opportunities. Setting up Activities- Salesforce offers a wide range of features which can be used by the Sales Managers to keep things moving. They can create a task or tasks and assign to their team members, send mail to the client from the record detail page. With this, I am ending today’s article on Salesforce CRM – Key Features & Benefits. Apart from the above-mentioned features & benefits, there are abundant of features which help sales reps to close deals. If you have any query related to this article or want to know more about Salesforce CRM or if you require Salesforce Consulting Services, then do contact us at sales@girikon.com About Girikon Girikon a Salesforce Consulting Partner has a collaborative approach to assist with the development of a pragmatic roadmap Salesforce Adoption. Girikon’s clearly defined Roadmap, Strategy and Change Management methods will bring you success and ensures a positive engagement with leads, prospects and customers. This can be extended to an organization’s employees and ensures the transformation is adopted by all in your business. Girikon’s Salesforce Consulting Services apply best of breed methodologies which will assist you to fine-tune your business processes to meet your objectives. Girikon will not be matched in Salesforce Consulting Expertise and have proven experience in implementing Salesforce solutions across all industries. If you are looking for Salesforce Development Services Girikon will translate your requirements into real business outcomes and real solutions which will push the boundaries of the possible to positive outcomes.