Salesforce

Imagine your organization can communicate in real time with your website users? Salesforce live agent is a tool provides this level of interaction in real-time and ability to chat online between an organization and its customers. The Live Agent in Salesforce tool offers the ability to personalise the customer experience based on how prospects engage with your website. There are additional advantages that users often overlook including multilingual capabilities, ability to connect subject matter expert efficiently and retrospectively reviewing live chat when building your smart team. Girikon’s Salesforce Consultants are suitably qualified to set up and configure Salesforce Live Agent for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business. In the real life scenario below our Salesforce Consultants demonstrate live agent setup for multiple sites without a chat icon meaning that this setup is complex. The following setup also uses new available features which further assist you to setup a Salesforce live agent. Following the steps to setup salesforce live agent and remember that our certified Salesforce Consultant are a phone call or email away if you get stuck. Salesforce live agent is a tool which enables real-time, online chat between an organization and its customers. In real life scenario you can see there are multiple sites which does have chat icon from where you can directly get support from support team, that is now possible by Salesforce live agent too. You can easily step salesforce live agent by following steps Step 1: Enable live agent checkbox Setup→Customize→Live Agent→Live Agent Setting Click on enable live agent and hit “Save” button. After saving it you can see multiple objects have been created automatically into you org. For example, “Live Chat Transcript” which holds history of chatting. Step 2: Enable live agent user Setup→Users→Select User Edit user which you want to use as a “live agent user” and click on live agent user then hit “Save” button. Step 3: Live Agent Configurations Setup→Customize→Live Agent→Live Agent Configuration You need to configure live agent in which you can assign live agent user, profiles and provide supervisor setting and chat transfer settings Step4: Create New Skill Setup→Customize→Live Agent→Live Agent Setting Create skill for live agent user and save. Step 5: Setup Chat Button Setup→Customize→Live Agent→Chat Button & Invitation You need to create a “Chat” button where you need to enter Basic information, Routing information and chat button customization. For chat button customization you need to upload online and offline button image which will show on your public website. After saving chat button you will get chat button code you just need to copy that and paste into your website html Step 6: Live agent deployment Setup→Customize→Live Agent→Deployments Create new deployment and save it. After that you will get deployment code, you need to copy this code and paste it below the chat button code in your website html page Step 7: Setup live agent console app Setup–> Create –> App Create new console app and while creating this app please include live agent in this app and choose records or page to open subtabs of each chat session For testing purpose, open your website html where you have pasted chat button code and deployment code you can see either online or offline image which is based upon the agent’s status (online/offline). When agent is online click on online than request will send to agent user Agent user needs to go to console app which you have created and can accept the request than customer will be able to chat directly with agent Please share your feedback for this article, in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com

What is Einstein Chat Bots? Have you had a conversation with Siri, Alexa or Cortana lately? These sophisticated applications have access to a readily available information to answer nearly every question, search for readily available videos or music and action any demand by the user. Now picture this type of applications in action for your organization. Imagine your customers, contacts etc. having this level of information about your company, your offerings, ability to ask for specific actions effectively servicing more of the intended audience at a fraction of the cost of older and outdated models. Salesforce’s Einstein Chat Bot is an automated program accessed in the cloud that once set up can provide a sophisticated level on interaction with other companies, customers, contacts etc. Salesforce Artificial Intelligence (AI) have introduced Salesforce Einstein Chat Bot as part of growing demand for efficiencies in an effective sales and service operations and marketing campaigns. The chat bot is an application which provides the communication path from your CRM, other information required about your company and can be configured to both oral and text conversations. The Einstein application is highly sophisticated, and, in some cases, customers can’t distinguish if the bot is a computer or human being. Einstein Chat bot is highly efficient it replies without wasting of your time and provides easy solutions to customers. Girikon’s Salesforce Consultants are suitably qualified to set up and configure Einstein Chat Bot for your company. The advantages of being a Salesforce Consulting Partner, Girikon has access to industry knowledge and the Salesforce Community to draw from to make the set up successful and highly efficient for your business. Below Girikon Certified Salesforce Consultants provide a step by step guide to setting up Einstein Chat bots and you too will be able to build your own automated Bot called whatever reflects your business! Step1: Enable Einstein Bots Setup→Feature Setting→Service →Service Cloud Einstein→Einstein Bots First of all, you will need to enable Einstein bots and accept all terms and conditions Step2: Enable Einstein Bot Option Menu Edit Einstein Bot Option menu and check Einstein Bot Option menu than click “Save” button. Step3: Create new Bot Click on “New” button and create new bot by following these steps Click on “New” button and create new bot by following these steps Add Einstein Bot Greeting Message Add the three common issues or questions from your customers Create an Einstein Bot when ready After clicking on “Finish” button, you will redirect to Einstein Bot Builder from where you can create different type of questions and messages according to your business requirement. Step 4: : Further configuration can be made using the Einstein Bot Builder Edit View Step 5: Setup Snap-ins Setup→Feature Setting→Service→Snap-ins Go to snap-ins and click on “New Deployment” Setup the New Snap in deployment Step 6: Snap-in Deployment Settings In deployment setting you will need to setup live agent setting where you must select live agent deployments and live agent button Edit Live Agents settings Step 7: Add channel Go to the Einstein Bot builder and click on “Overview” on left side window than create new channel Activate the chat bot where you can select snap-in and after clicking on “Submit” button you will be able to see “Chat with Expert” button. If required Click on “Chat with Expert” button Click on “Chat with Expert” button if you want to investigate chat window on Admin Site. Step 8: Test with live agent Click to see how to create live agent. You will get snap in code snippets from snap-in deployment settings You just need to copy and paste the highlighted code in the above picture into html page (before ) where you have added live agent. You can also use it in your public community too or any other site where your business demands. On customer end, it will look something like below image: Please share your feedback for this article, in the case you require a Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Service provider then please feel free to reach out to us at sales@girikon.com

Need To Choose Experience Company For Salesforce Development One question that always comes to mind is, why do we need to choose an experienced company for Salesforce Development. Here are the key reasons for that: To achieve an eminent customer service, it is imperative to choose an expert and professional Salesforce Development company. Experienced Company will help you to deliver your product right on time so that you will be able to advertise it in the market more readily. It will also take regular follow up with your clients and will work on their feedback as well. Experienced Company will also assist you better with the business processes which needs to be automated and will give you expert advice on how to upgrade your existing system in Salesforce and how to set your system on cloud in a better way. This all sounds very captivating, but how would you be able to find out Salesforce Development company which is best for you. How To Choose Best Salesforce Development Company It is always necessary to find the Development Company which is best for you, who can assist in a way, where you can achieve a perfect product. First of all, always make sure that Salesforce development company is certified as Sales Cloud/ Service Cloud consultant partners and must be well organized. This will help in implementing and designing the maintainable and sustainable Sales/Service cloud solutions which will be advantageous for a long term customer progress. The company should have a well-qualified Salesforce Administrator/Team which should able to understand the business logic and should be able to resolve complicated business problems. It must be able to automate a process in such a manner where it should maintain a smooth flow and achieve the proper solution for all divisions. Admins must able to make the system more efficient and productive for the customer. Check out for the qualifications and experience of Salesforce developers while you are searching for a perfect company. If the developers are Salesforce Certified, it would be a plus as this will help in building a custom declarative and programmatic applications with complex business logic and interfaces. Also, check that the company is passionate about their work and Salesforce development, and must use the right implementation process which would be helpful in delivering the project on time within the budget range. Please share your feedback for this article,in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com

In this competitive world Attracting desired customers can be more challenging in-comparison to the actual implementation of project execution. Every organization is spending more and more money and time on campaigns. Here Google Ads is a powerful campaign tool for generating new leads and opportunities. In order to get new leads and opportunities first, we have to understand the area from where our prospects come. By connecting Google Ads to your CRM (Salesforce) you can understand which keywords and campaigns are helpful for creating new business opportunities. Steps for preparing the environment • Here we have to make some changes into our Salesforce environment and you need admin credentials for that also make sure that you have edit privileges for Organization, Lead Status, Opportunity Stage, Lead History, Lead, OpportunityFieldHistory, Opportunity fields and for creating new custom fields. • Also make sure auto-tagging is enabled in your Ads accounts. if not then Goto —> Settings–>Account Settings—>Tracking menu—>click Edit in Auto-tagging section —>Select Destination URL Auto-tagging—>click Save Changes. • In order to send lead information from your website into Salesforce lead object you should have access of salesforce’s web-to-lead feature and permission to edit your website code. Following are essentials steps for connecting Salesforce to Google Ads: Step.1 Salesforce Configuration: • We have to create a new Custom filed in Opportunity object with field name as “GCLID” (Google Click ID) also make sure that “Set History Tracking” is enabled for the “Stage” field. • Create a new filed in Lead object with same name • At the end select “Map Lead Fields,” and map the Lead.GCLID to the Opportunity.GCLID field and save this. Step.2 Salesforce Configuration: • In this step we have to use following JavaScript code in the header section of any web page that have salesforce lead forms function setCookie(name, value, days){ var date = new Date(); date.setTime(date.getTime() + (days*24*60*60*1000)); var expires = “; expires=” + date.toGMTString(); document.cookie = name + “=” + value + expires; } function getParam(p){ var match = RegExp(‘[?&]’ + p + ‘=([^&]*)’).exec(window.location.search); return match && decodeURIComponent(match[1].replace(/\+/g, ‘ ‘)); } var gclid = getParam(‘gclid’); if(gclid){ var gclsrc = getParam(‘gclsrc’); if(!gclsrc || gclsrc.indexOf(‘aw’) !== -1){ setCookie(‘gclid’, gclid, 90); } } • Login to salesforce and go to web-to-lead section and follow the process to setup form also include GCLID lead field in the form. Step 3: Configuring Your Google Ads Account • Go to—> Google Ads Account Settings—>Linked Accounts—>Go to the Salesforce section—>select View Details—>Add account—>Continue—>Enter the Salesforce account information—>Set Up Conversions. • In order to setup conversion select any boxes relating to relevant lead and opportunity that is the part of conversion. • Go to Conversion column—>chose Leads and Opportunities—>Create a Conversion—>Done • Go to —>Value,Count,Conversion Windows—>Configure this—>Create—->Pick Best Import schedule—>Save • Now your salesforce is connected to Google Ads Learn More About Salesforce Consulting Services

A popular term that we constantly hear today in the tech marker is Cloud Computing. Salesforce is one of the technologies that is dominating among all the the cloud computing solutions. In this blog, I ( A Salesforce Consultant) will give a brief introduction of Salesforce and will answer few questions: Why Salesforce? What is Salesforce? What are the services offered by the Salesforce? Why Salesforce? 1.People who are using Salesforce say it’s unique for three major reasons: • Fast: If we talk about the legacy CRM system, it takes year to deploy. But Salesforce provides you a fastest path from Idea to App. You need not to think about the infrastructure but building your app. • Easy: In easy to use category Salesforce is the Boss. You need to spend more time on developing rather than figuring it out. • Effective: The ability of customizing Salesforce to meet your business needs, consumers find it very effective. 2. Salesforce is handy, it is there on cloud, a device and internet connection and your team is good to go. 3. As compared to other CRM’s, Salesforce is easy to integrate. You can integrate Salesforce to your Outlook as well as your accounting software. 4. Salesforce is highly scalable to your growth. 5. Salesforce is for all, even the startups and small businesses can use Salesforce. Salesforce is affordable considering its vast variety of services. What is Salesforce? I hope I have answered the above question well, why should we use Salesforce. Now it’s the time to discuss what is Salesforce? Salesforce.com is a company and Salesforce is a technology. Salesforce.com started as SAAS (Software as a Service) CRM Company. Along with various software solutions, now Salesforce.com provide a platform named Force.com for the developers for building and distributing custom software (PAAS). Salesforce is the technology which works on Multitenant Architecture, that describes multiple users can share the common access to the software instance. On Salesforce platform, software and infrastructure upgrade happen automatically. So your organization need not to worry about managing technology, rather focus on innovation. What are the Services offered by the Salesforce? The importance of Salesforce in Cloud Computing market cannot be understood completely, without knowing about the wide variety of products and services that Salesforce offer. Below are the cloud services that are offered by Salesforce: • Salesforce Sales Cloud • Salesforce Service Cloud • Salesforce Community Cloud • Salesforce Marketing Cloud • Salesforce Commerce Cloud • Salesforce Analytics Cloud • Salesforce App Cloud • Salesforce IOT Cloud I tried to touch the basic technical aspects of Salesforce in this article. We as an organization and Salesforce implementation partner provide Salesforce development services in all the major areas.

The success of any software implementation depends on the user adoption rate. In any organization, a new system is implemented for the betterment of its employees as the new system eliminate some or all redundant process, manual efforts. Well, it is not necessary that the newly implemented system does the above-mentioned work. In short, it helps in boosting the employees’ efficiency. The same goes for Salesforce Implementation . If your employees’ are not used to Salesforce environment, then it will be quite difficult for the users to adopt the system and work on it on the daily basis. “There are innumerable reasons determining why users are not adopting a new system. In the below segment we will be discussing those factors and solution for solving them and getting more and more users onboard. Training Sessions for the End Users: It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo, webinars on UAT Mode proves to be quite beneficial and helps a lot in adapting. One can also provide customized training for different users depending on their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees. Prepare the End-users: It is important to keep your users notified that a new system will be introduced to them for their daily work. You can do this 1 month or 15 days prior to the implementation depending upon the system. You can start with pamphlets, newsletters, etc., and as the implementation day approaches you can organize one to one training so that user adoption is smooth and the user will also not find that hard to settle with the new system. User Manual for the users: It is a good practice to provide User Documentation of newly developed system so that the end users can refer that document whenever they get stuck. User manual with system images gives more clarity and helps the end users to find the solution easily. Realize your users the need of new system: It is vital to explain the need for introducing a new Salesforce solution to the end users and what benefit can one achieve from the new solution so that the adoption is less complex. Implement the new system in sync with the existing business flow so that the users can understand it and find it not hard to adapt it. Provide support to the end users after implementation: After the implementation, provide hands-on training to the users and resolve all the queries asked by the users. Sometime, a user may get confused by seeing new user interface may end up asking minor questions. All you have to do is be patient and answer all the questions asked and show them how to achieve it. That’s all for this article, in case you need a Salesforce Consultant , Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com Girikon is a one-stop destination for Salesforce Development related work having its offices in USA, Australia and India

The true potential of image recognition has been utilised by Salesforce Einstein. Isn’t exceptional if we have something that categorises customer into similar groups by filtering keywords in customer reviews and other media to group related cases and assign them to the accountable customer service executive. It will enhance customers service process leaving high customer satisfaction rate. With the adoption of image recognition, the business can better understand customer preferences and lifestyle through their social media images and their other actions. This is achievable with Salesforce Einstein Vision and its ability to recognise the image. Now, the user can leverage pre-trained classifiers such as food, picture, general or multi-label images in any app with just a few clicks. Einstein vision makes it possible by creating API learning models for every possible use case that include visual search, brand detection, and object identification. It also works on signature prediction, Salesforce Einstein Vision API helps to upload signature image data sets in the Einstein Platform Service Account, train datasets and classify a signature image to get the Einstein prediction result. A Salesforce Consultants are doing best to map the business need with Salesforce Einstein peculiarities. Salesforce has also introducing Einstein Vision for Social Studio, delivering AI-powered image recognition directly within Marketing Cloud’s social media marketing solution. Now, marketers can automate the discovery and identification of images, and respond appropriately. By understanding the photos that consumers post, marketers are empowered to reach consumers even when they have not specifically mentioned a brand, product or service by name. Einstein Vision is designed using Salesforce Research’s computer vision discoveries and has created a simplified solution for all the complexities of AI for customers. This advances image recognition are making help towards success in a new era by enabling companies to discover insights about customers and predict consequences that lead to intelligent arrangements. The power of AI will be implemented in the Salesforce Community and we all are excited to see the power of AI in CRM. Girikon as a Salesforce Consulting Partner has implemented Salesforce Einstein Vision making businesses develop and achieve a tremendous level of customer satisfaction.