Salesforce

Parsing JSON data from Workbench Why do we always start a question with“why”? The first question that comes to our mind is “Why we are using Workbench for JSON parsing?” As a Salesforce Consultant I would also follow up similarly with a few other questions such as “Is it the simplest method of Parsing JSON data?”, and “are there other ways in which we can parse JSON data in workbench”. Over the last 4 years with Girikon in the Salesforce Consulting Services team I will try and answer the questions above through an understanding of the given methods below: METHOD 1: JSON PARSING THROUGH WORKBENCH VIA SERVER The JSON file is developed as separate code and therefore the most efficient way to check the dynamic project is through the Workbench JSON data parsing method which will benefit the developer by bypassing the rest of the code meaning there is no chance of changing existing code and messing it up. Using Workbench JSON data parsing method also provides the additional benefits such as time saving which translates to increased efficiencies, less complexity and reduced vulnerability to the written code. Follow the below steps for using Rest Method through workbench: 1. Before you start it is important to set up an account in Workbench. https://workbench.developerforce.com/login.php?startUrl=%2Fquery.php.At this point login with your Salesforce account. 2. Go to Utilities -> and select Rest Explorer 3. Select the Http Method as POST. 4. Create an Apex class, for mapping the data to be Posted. 5. Set the URL according to Mapping URL and Method 6. Provide the JSON Data in Request body. And, check the content type from headers. OUTPUT from the Rest Method will be as follows: and a new account record will be created in Account sObject . METHOD 2: JSON DATA PARSING THROUGH WORKBENCH TO SOBJECTS 1. Go to workbench -> Rest Explorer -> HTTP Method POST 2. Now, set the path of the sObject you want as we have used sObject Account to Parse the JSON data. 3. Provide the JSON Data in Request body. For example: This will create an account sObject in your Org. OUTPUT: and a new account record will be created in Account sObject. About Girikon Girikon is a Salesforce consulting company,based out of Phoenix, Arizona with development centre in Noida, India and offices in Melbourne, Australia. Girikon’s global network of offices in USA, India and Australia, allows Girikon to quickly respond to customer’s requirements with a view to effectively delivering a quality product and service. Girikon has a team of experienced and certified Salesforce Consultants including Architects, Developers, Consultants, and Administrators. Girikon’s team of dynamic, seasoned and qualified professionals have a vast experience in IT across various business areas, Software/ Product development, design, testing, maintenance and resourcing / staffing options. We believe in developing scalable & simplified solution for our clients.

Google Analytics 360 & Salesforce Marketing Cloud Integration INCORPORATING SCIENCE OF SELLING. Finally, Analytics from website & data generated from campaigns in Salesforce via Emails, Text & Social channels collaborated seamlessly and bridging the gap of Marketing & Sales through GA 360 suite integration with Salesforce Marketing Cloud. Helping you invest in the right campaign As a member of CXO team in any enterprise, it is always a pressure situation for the CXO’s to justify their investment on a particular campaign. Most enterprises use Google Analytics 360 suite (GA 360) to track marketing campaigns and Salesforce to track their Sales operations. As a CXO you know how much each campaign is costing you but you have no idea of which campaign or advertisement is generating the maximum revenue. At times you continue investing in channels which don’t give a great % return. With GA connector within your IT landscape provides you the capability to: Know which campaign is profitable Know which is draining your time & money Increase profit without increasing spend With my recent B2B implementation, we identified multiple channels through which a client is made aware about the products & services – these are Social Media, Emails, Paid & Organic searches, Telemarketing, display advertising and not limited to physical direct mails. Measure your campaigns ROI A typical B2B conversion cycle is somewhere around 3-9 months, the customer uses various marketing touch points through the journey before it gets converted. To analyze how each of the channels impact conversions, most of the enterprises use the last interaction attribution model which means giving the full credit to the last touch point before the conversion. That means the contribution of all the other touch points is neglected & the money spent on those touch points are considered wasted. The reason why enterprises consider last click or first click attribution model is because they think it’s difficult to bring all of the data in one place. There are many other attribution models which we will cover in detail in our subsequent articles. Getting the most from the Integration Providing marketeers an enhance customer experience by personalizing their experiences on their Website, advertisements & their email channels. Until now marketeers find it difficult to understand & decide what should be the next best interaction with their customers. With Marketing Cloud, we can create journeys through which emails are sent out to a specific audience based on attribution created in GA 360 using leads & opportunity data received from Sales Cloud. When a user reads the email & actions on the email they land on a website page. Emails also carry journey campaign information as parameters which are then passed on to Google Analytics to analyze & determine the traffic source & which channel is generating most of the revenue. With Salesforce Marketing Cloud integrated with GA 360 suite, marketers will have a new set of metrics which will help them to take appropriate decisions for investing into right campaigns & channels. Prerequisites – As an enterprise you will require Google Analytics 360 & Salesforce Marketing Cloud. Since the Journey Builder is dependent on the edition you hold, you might need to add this product at an extra cost. You can contact your Salesforce support representative to discuss the pricing involved in enabling GA 360 & Salesforce integration for your enterprise. Enterprises can now view all the interactions & its impact in a single view on Marketing Cloud analytics dashboard. “Salesforce is thrilled to partner with Google to work hand-in-hand to integrate Salesforce Marketing Cloud with @googleanalytics 360. This is the best of both worlds! https://t.co/YsGbJsfK0. MARC BENIOFF (@BENIOFF) MAY 21″ “Whether your enterprise is large or small, you need to market your products in an efficient way. Do not loose out to your competitors by investing in a channel that is not reaping the fruits of your investment. This integration will help you get the value for each dollar you spend on your marketing campaigns and bridge the gap between the marketing & sales team. As a Salesforce Marketing Cloud Partner and with our experienced Salesforce Marketing Cloud Consultants, Girikon will ensure your strategy is always in line with your business objectives.” Girikon is an IT consulting and development company, based out of Phoenix, Arizona with development centre in Noida, India and offices in Melbourne, Australia. Our Global network of offices in USA, India and Australia, allows Girikon to quickly respond to customer’s requirements with a view to effectively delivering a quality product and service. Girikon has a team of experienced and certified consultants Salesforce 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 Fortune 500 companies implementing large E-Business programs to small-medium enterprises implementing Billing Systems. Specialties – Salesforce.com, Cloud Services, Node.js, Mobile Apps, Atlassian, Custom Software Development, Big Data Analysis, DevOps Automation, SaaS Implementation & Integration, Quality Engineering, Program management & PMO, E-commerce, Salesforce Consulting, Salesforce Implementation, Salesforce Development, Salesforce Integration, Salesforce Migration, Salesforce Consulting Partner, Salesforce Consultants, and Force.com Girikon’s team of dynamic, seasoned and qualified professionals have a vast experience in IT across various business areas, Software/ Product development, design, testing, maintenance and resourcing / staffing options. We believe in developing scalable & simplified solution for our clients. In order to ensure your strategy aligns with your business goals – contact us at sales@girikon.com  

The benefits to outsourcing/offshoring your IT Services The risk associated with outsourcing and/or offshoring IT related project roles is not as high as it once was. All over the world businesses outsource services such as designers to marketing services, to web developers, business analyst, HR professionals, and accounting professionals, outsourcing or rather right sourcing has become the new normal. The decision to outsource made simple It seems that so many organisations across the globe still have the view that outsourcing and/or offshoring is a high-risk strategy. On the contrary to many beliefs, outsourcing/offshoring IT services can provide your business with the benefits including cost savings to increased security, hiring a specialised IT company is becoming the norm for most of Australia’s business owners. And it might help you, too. Today, I will show you how outsourcing/offshoring an IT company will transform the way you do your do. The thought might seem scary at first. You personally and professionally need to deal with loosening control of your organisation’s IT operation, losing the ability to directly monitor the team or certain individuals hourly or daily. Right-sourcing with a well thought through strategy could be a smart move if you’re a new company or have challenges with hiring dedicated staff. Due to a shortage of IT professionals in regions such as Australia, right sourcing your IT services to a company who has a proven methodology, in-built repeatable processes and quality credentials could identify the much needed experienced professional to your business without the added training and onboarding costs. Cost Savings is not the only major benefit to outsourcing/offshoring your IT Services Outsourcing/Offshoring IT services can save a business up to 60% of IT related costs versus hiring a traditional in-house professionals. These sort of savings can increase if there are specific, skilled resources required for a platform such as Salesforce which is becoming ever more popular for business to manage customers, leads, prospects, marketing campaigns etc. Businesses are now realising that the huge savings can be diverted to other parts of the organisations. Outsourcing/offshoring your IT services can streamline your business meaning you are more efficient and can focus on your core business. With SaaS (Software as a Services) such as Salesforce the new normal and with start-ups disrupting every industry booming in this country and with the increased number of businesses competing for the revenue, the need to cost cutting will also increase. By outsourcing/offshoring your IT service needs there is an opportunity to assign a consistent budget for the service, take it to market and get the best bang for your buck. Inhouse services such as maintenance and upgrade of your network might not be something you would want to invest. For these services where there is a need for specialised equipment, training, and maintenance expenses are subject to high volatility. Another service that you would want to look at outsourcing/offshoring would be a centre to support the organisation’s IT software such as Salesforce Support. Investment in training and technical expertise for products such as Salesforce could be a costly expense in the longer term. A dedicated, outsourced/offshore development team could easily reduce unexpected and paralysing expenses such as employees who quit or a server that drops out consistently. Outsourcing/offshoring your IT service levels the playing field for small to medium organisations. Let’s face it, larger companies have a considerable advantage when it comes to resources, infrastructure and systems to support their business. If you are thinking where do I start and this is just too hard, think again. Outsourcing/offshoring your IT services can level the playing field by identifying and onboarding experience, efficiency, and dependability of an established business to yours. By engaging a reputable and established offshore organisational it will allow to grow your presence much faster and allows efficient use of your resources that makes you much more responsive to your client’s needs. To make sure your company is receiving the right levels of service and ensuring there is the right mix of resources, skills and tools, negotiate your Service Level Agreement beforehand and establish your requirements clearly, so you get the most out of your contract. An Outsourced/Offshoring IT Service Improves Your Internal Security According to the Australian Cyber Security Centre, cybercrime remains a threat to Australia’s economic prosperity, especially because of its ability to generate profits at a lower risk. In a survey conducted by the ‘CIO’ publication, 56% of the surveyed businesses are outsourcing IT security consultants and the number has been steadily increasing thanks to the many perceived benefits. To cyber criminals, poorly-defended networks are an easy objective that is there for them to attack. That’s why an outsourced IT service can be a fundamental part of your security systems, especially if your workers are not well-trained or are ignorant to the many ways a cybercriminal can attack and extract sensitive data from your company, particularly after security breaches in the post-GDPR internet world. Outsourcing/Offshoring IT Enables You to Focus on Your Core Business Due to the competitive nature of a 21st century organisations, companies usually are limited with resources. Focusing on training every resource and keeping up with the ever-changing IT industry companies opt to reduce the amount of training as it is sometimes viewed as too expensive and most of those cost saving could be passed on to customers, ultimately helping the organisation’s competitiveness. Alternatively, an outsourced/offshore IT service will help you redirect those energies and expenses to the activities that really help you grow and your bottom line. More importantly, you might not even need a dedicated, in-house IT team, which means that you’d be putting all your eggs in the wrong basket, spending precious decision-making time you could save by hiring a scheduled IT service to help you every time you need it. About Girikon Girikon enables it clients and partners to maximize their business success through their people, a disciplined approach, technical experience and knowledge. Girikon is exceptional at Information Technology Consulting and Develop world class software. Girikon is now Global and is based out of US, Phoenix, Arizona with a development centre in Noida, India and offices in Melbourne, Australia. Girikon is a Salesforce Consulting, Oracle Gold, Microsoft Silver Application Development and Abode Technology Partner. If you concerned about data security, we are ISO 27001 certified or searching for quality credentials we are ISO 9001 certified. We support all the latest technology platforms and provide addition boutique services such as Data Management, Data Mining, AI etc. Our customers and services are many and varied, from Fortune 500 companies implementing large E-Business programs to small-medium enterprises implementing sophisticated solutions to gain a competitive advantage. Our featured list of clients includes Informa, Blackboard, HP, Omnicom and Methode. We are also trusted partners to many more than our featured list and believe in and delivering scalable and simplified solutions at a competitive cost. Girikon’s team comprises of 150+ dynamic, seasoned and qualified professionals who have a vast experience in Information Technology, experience with leading Technology Platforms and vast industry experience. We boast greater than 70 individual Salesforce Certifications, are proud of our Strong Customer Testimonials and have delivered over 400 quality projects on time and on budget. Our Global network of offices allows Girikon to quickly respond to customer’s requirements with a view to effectively delivering a quality product and service. Girikon also works with its Partner Success Managers to continue developing expertise on latest offerings from our technology partners e.g. Salesforce Einstein, MuleSoft, Commerce Cloud etc. ensuring that our customers can leverage the technology platform to its full potential. Girikon’s Certified Salesforce Consultants As a Salesforce Consulting Partner, we fully understand the Salesforce Eco System. Our Salesforce consulting services allow for range of complex implementations, innovative tailor-fit customizations, integrations, data migrations and timely support service. 75+ Salesforce Consultant and Experts 35 Salesforce Certified Consultant and Experts – < 50 Certifications As a Salesforce Consulting Company has strong Customer Reviews & References and CSAT of 10.0 on AppExchange 400+ Salesforce Consulting Projects Delivered 150,000+ Salesforce consultant hours of Force.com development Our Certified Salesforce Consultants: Provide assurance of required knowledge and experience to build a cost-effective solution. Prioritize to delight the customer. Understand the unique business needs of each customer. 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 are the important questions you need to ask yourself before setting up or managing an existing in-house Salesforce Development Services team? Here are some questions I have heard from discussions with colleagues and customer during my time managing software businesses. It is common across all software applications and industries where organisations are always looking for cost effective development service solutions which delivers a quality result. • What is the experience level requirement for technical staff and what industry should they have worked in prior to joining the team? • How do I train these resources and keep them producing quality outcomes? • Would I require specialist consultants’ roles such as Architects, Business Analysts, Senior Developers, application Developers, UI/UX developer, Scrum masters or testers? The list goes on! • How many of each resource would service our organisational needs? • Can I employ graduates from a local university or even outsource this whole services? • What is the best approach? How do I establish a function which services the organisation’s needs and provide a quality outcome for the business? Many organisations who require Salesforce Developers or Consultants usually start with the employment of a Certified Salesforce Consultant usually a Salesforce Administrator or Salesforce App developer to configure and/or make changes to the Salesforce product(s) that are in use. The company often believes that they will avoid paying hefty premiums of in-demand Salesforce Consultants on an adhoc or regular basis from the larger consulting firms. Yes, in the short-term organisations do achieve the peace of mind of having an in-house team and substantial cost advantages. The downside is that in-house teams’ members often require the appropriate level of professional development and training to keep abreast of technology changes, new products, new features and releases. In-house staff also often require clear progression paths and motivation to stay at the organisation. Retention is sometimes very challenging when the organisation’s Salesforce Consulting Services is not a core business offerings. There are many challenges facing organisations who have made the decision to setup a Salesforce Consulting Services or Salesforce Development Services Team as part of the IT department, PMO or standalone. I personally have fielded these questions and challenges coming from my colleagues across a variety of industries, prospects and clients. Girikon believes it has developed a cost-effective offering which will answer every question above and provide you with the peace of mind, quality of service and have testimonials from a wide variety of organisations to prove their method works. Now let’s look at the options…… Imagine you had access to a range of Salesforce Consultants including Architects, Salesforce Developers and Salesforce Administrators working within your time-zone onsite and/or offshore to ensure all your Salesforce Development needs are all addressed. All your Salesforce consultants are certified and with a wide range and relevant experience levels and offer up to 50% of the cost of an inhouse team. Girikon believes local presence is essential when dealing with complex software packages and business critical systems. Girikon is fast becoming global with offices in the USA and now in Australia/New Zealand and Development Centre in India. Girikon’s Salesforce Consulting Services in USA and Australia provide a reach and local presence to organisations around the globe and are anticipating further growth in the future with offices planned in the UK/Europe as the next frontier. Girikon are Salesforce Experts and an excellent choice to be your Salesforce Development Partner. Girikon, a Software Development Company will meet your requirements with a variety of additional services such as Salesforce Implementation, Salesforce Support and Services including customization and Salesforce Integration. Also, as a Salesforce Implementation Partner, our experienced and Certified Salesforce Developers, Administrators and Architects are available onshore and offshore. We ensure the Offshore Salesforce Development for your implementation or business as usual is made simple, less time-consuming and comparatively Cost-Effective. Girikon’s delivery models provide the flexibility to establish a balanced onshore/offshore model with proven agile development processes. Our Salesforce Development Company provides the assurance of a high accelerated delivery timelines driving huge reductions in Time-to-Market and costs. The questions posed at the start of this article are all relevant and important when you are deciding to establish an in-house Salesforce team, determining what the team would look like including optional questions to reduce overheads. Girikon’s offering above addresses all the questions including our Salesforce Consultants experience levels, industry exposure, commitment to continuous improvement include training, have a variety of roles deployed within reasonable timeframes and more cost effective than graduate programs and pure outsourcing models. More importantly Girikon have a proven approach and model that has and will continue to address our partner’s needs. Find out more at https://www.girikon.com/offshore-salesforce-development/. 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

How imperative is it to get the right level of Support for your third-party software? What level and type of Support do you need to underpin your whole business? There are a few options including setting up an internal support team, relying on the third party software provider for all levels of support which could cost hundreds of thousands of dollars or engage a specialised support partner with the same level of knowledge and experience as third party software provider with added benefit of in depth industry experience and spends time with their customers to understand the business and its processes. Below I will examine the options and provide some examples where a Salesforce Support Services partner such as Girikon could be the answer to all your support needs. Internal Support Teams Internal support teams often struggle to keep up with internal stakeholder demands and in some instances lack the capacity and capability to deal with issues, defects and enhancement requests from their third party software providers. Setting up an internal Support teams can sometimes be a long and tedious process. Firstly, the organisation needs to determine an appropriate support framework to underpin the business including the level of support to be provided, providing an effective interface between the organisation and the third-party provider and setting up the capability and systems to underpin the internal support structure. Once the support framework is designed, suitable and capable operational staff are required to implement. This will include selecting the right candidates, assessing appropriate skill sets, training regimes, familiarisation and understanding the business and what is unique about the business. In some cases, organisations setup internal support teams with ease. This is due to effective planning and experience in house. Girikon offer these type of organisations with highly skilled, certified and experienced Salesforce Consultants to work collaboratively with internal Support teams at cost effective rates with the flexibility of onshore or offshore models to suit. Software Support Providers Entering an annual support contract from the organisation’s 3rd party software provider such as Salesforce can sometimes be costly and gives the organisation access to a level of support which may or not suit the organisation’s needs. In some cases, the software provider’s support team resources often differ from the project team who successfully managed the software implementation. How often do we encounter a sub-standard handover from Implementation to BAU where there is little to no documentation or the lack of enough training to support staff? In these instances, there is a requirement for Subject Matter Experts (SME) to be internally selected to champion the software support, acting as the interface between internal stakeholders and the software provider and in some cases triaging issues coming through from internally stakeholders. SME must then in turn determine if the issues are appropriate to log, the priority of issues and follow through on service levels. Usually the SMEs are employed to do a specific role outside of support in the organisation and taking up the SME title is usually casual or part time due to many reasons including showing a level of interest, being a conscientious employee, the employee’s technical abilities or just being thrust into a position due to resource constraints. When an organisation chooses to proceed with the option for 3rd Party Software support it is important to ensure that all business processes are well documented and how the software is used including who will be completing updates after every upgrade, a support process is established to ensure all responsibilities are known and communicated to all stakeholders. This will ensure the unnecessary pressure is not placed internally on SMEs and the level of support and service is in line with the organisation’s expectations. In some cases, organisations work through the Support process early in the journey with their 3rd party software providers and have a well-established support framework to underpin the organisation’s operations. Girikon offers an alternative to this type of support service for organisations using Salesforce. Girikon will spend time understanding your business processes, document required artefacts to ensure knowledge about the business is not lost. Girikon’s end to end Salesforce support process includes a robust support model, best practice framework and highly skilled, certified and experienced Salesforce Consultants to deploy immediately. Girikon works with your staff at cost effective rates with the flexibility of onshore or offshore models to suit any size business. Specialised Salesforce Support Services Partner When it comes to Salesforce Support Girikon offers a cost advantage by using both onshore and offshore resourcing model blended to ensure maximum efficiencies. Girikon’s quality is guaranteed, extensive experience across industries and Salesforce products and most importantly customer testimonials to provide a level of confidence to all stakeholders. As a Salesforce Implementation Partner we focus primarily on providing the highest of service to our customers; • Through Girikon’s on-shore presence it takes the time to understand the business, the processes and the culture of the organisation • Girikon’s Salesforce Consultants design a bespoke support solution to ensure maximum effectiveness in set up and BAU. • Girikon a Salesforce Consulting Partnerunderstands the importance of providing consistency through the implementation and go live period and prefers to be involved early in the project to ensure this consistency. • Girikon provides Salesforce Supports across time zone which is ideal for globally diverse companies If you are searching for a Cost-Effective Salesforce Support Services, your search can end here! Find out more at https://www.girikon.com/salesforce-support/. 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

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