Salesforce

Who is a Salesforce Consultant? A Salesforce Consultant is a knowledgeable, experienced person who helps in utilizing your CRM qualities to the fullest which will benefit your business. Finding a suitable Salesforce Consultant who can be fit for your business is never an easy task. You need to have confidence in their Salesforce experience, knowledge, problem-solving abilities.

Automation has now become an indispensable part of every software and service, Salesforce Marketing Cloud is a packet of digital marketing automation and analytics. It’s good to see website analytics and email data that run together seamlessly and where we require it. More profits have come out with the partnership between Google Analytics 360 and Salesforce. It allows trailing campaign data and website performance metrics from Google Analytics and makes it available within Salesforce Marketing Cloud. With this integration, transactions that occur outside of email, or landing page templates generated by the tool are traced. Google Analytics serves as a data hub covering the success of different campaigns from different tools, marketers can get a more comprehensive picture of their email journey and mobile marketing efforts and how they affect website behaviour and conversions. Integration has allowed a new set of metrics accessible in the Marketing Cloud interface: Site Usage Sessions Bounce Rate Goals Goal Completions Goal Value Goal Conversion Rate Abandonment Rate E-commerce Ecommerce Conversion Rate Revenue Transactions Average Order Value Till now, there was no way to view Google Analytics data along with email metrics. The most simple solution to this problem has always been to use constant campaign tracking parameters, export data from diverse systems, and mix them together in a third reporting suite. Now the process has become simple which means marketers have perspicacity at an arm’s length. It tracks traffic on the website, check clicks to the website and determine the source of traffic on the site. Google Analytics 360 provides easy reporting. The integration uses campaign tracking parameters from emails to correlate website visits with a Marketing Cloud campaign. When you connect this data with the offline exchange and qualified lead data from Salesforce Sales Cloud, we are proposing the free-flowing marketing data paradise we’ve all fantasised of. With this increased feature, we as a Salesforce Consulting Partner are delighted as we can provide our customers with satisfying solutions.

Humans are a bit resistant towards the changes and we don’t adjust towards change easily. When one is in their comfort zone, then it is hard to get them out and put in a different & new zone. Taking my friend’s example, she worked on excel sheets for over 4 years and one day her organization switched to a new solution and asked all employees to manage their work on that new solution only. That new solution was Salesforce. I know about Salesforce and its benefits so if I was in her place, then I would jump out of happiness. But she was not aware of it so she was finding it hard to adjust to the Salesforce Solution. Well, we know that using Salesforce with the business process, not only improves the efficiency but also create a transparency among the department heads so that they can administer and take action when required. It doesn’t matter how awesome your new Salesforce Solution is if your employees don’t use in their day to day activity. So, it is important to follow End-User Adoption techniques so that your employees can make the most of the Salesforce Solution. You can improve End-User Salesforce Adoption by the following methods: Proper Training / Guidance to 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 on UAT or Developer Mode proves to be quite beneficial and helps a lot in adapting. One can also provide customized training for different users depending upon 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. Proper User Documentation: It is a common phenomenon that most of the said things in any meeting, training evaporate from the human mind in a given period of time. We tend to remember few things while other parts are lost. Suppose you gave training to your employees about the new Salesforce Solution but there will be a chance that few of your employees get stuck in some functionality and they don’t have anyone to ask for help. Well, in that case, their productivity is hampered and time. So, it is always better to provide User Documentation of newly developed Salesforce Consultant or Salesforce Solution so that they can refer the document whenever they get stuck. Implementation of new solution with ongoing work process: While designing a new Salesforce solution for your organization, try to blend the existing business process flow and new solution together so that the employees can get used to the new system while performing their day to day activities. Make your users understand the importance of new solution: When there is demand, then there is a supply and the same applies here. When you sense need for implementing new solution equipped with new technology then you go for the new solution and implement it with the existing business process to ease the ongoing flow. It is also important to explain the need for introducing a new Salesforce solution and what benefit can one achieve from the new solution. That’s all for this article, in case you need Salesforce Consultant or Salesforce Implementation Partner, then please feel free to reach out to us at sales@girikon.com

It is a worldwide truth that Salesforce is World’s number one CRM. It will be quite obvious for the business owner to go with Salesforce CRM for their business. If you need clarification on why you should go with Salesforce CRM, then please check out my previous article here. Let us now assume that you will use Salesforce CRM for your business for the sales management. Now, its functionality is not limited to sales management only, you can expand its functionality depending upon your business model. Salesforce CRM will not only boost your sales process but it will also display the loopholes in your business process like cold leads, lost opportunities, contact or leads having insufficient data, etc., through “Reports & Dashboards”. You can generate a lot of reports based on different parameters and apply various filters and know what needs to be fixed to improve the efficiency. Like this there are many features of it which can improve your process. To offer timely services, you can make use of case management, where you can set the priority of the case and assign to the concerned agent. So, for every problem there is a solution available with the Salesforce. Can I implement Salesforce on my own? The answer is easy. Yes!!! For sure you can configure and setup Salesforce CRM for your business. But to take the full advantage of such a good CRM you will also need assistance from a Salesforce Consultant. A Salesforce Consultant has comprehensive knowledge & experience in Salesforce and knows every in and out of it. You can bring the hidden features of the CRM on your table so that you can juice it and bring maximum profit. How hiring a Salesforce Consultant can help you? So, you can implement Salesforce CRM on your own but for making use of its full capacity, it is also recommended to hire a Salesforce Consultant. Save the time of your colleagues: When you implement a new system and need immediate result then you have to learn to operate it quickly so you attend training of that system. Now, this training part is newly added to your old routine so now your colleagues will provide undivided attention to training and normal job responsibilities. Now, hiring a Salesforce Consultant is beneficial in this case. If there was no deadline for achieving result, then you could have gone with the training and invested a good amount of time. But, now you need result soon so Salesforce Consultant can do the setup, customization to yield a solution and your team can focus on their job. Going with Coding standards: Hiring a Salesforce Consultant also means that whatever customization they are doing is following the best practice which means your system is protected from web hacking, making your software stable and the quality of the software is also improved. Fast Support & Maintenance: After implementation, customization your system was working really well. Now after some time, you start facing some issue which is hampering your production and efficiency. So, with the help of Salesforce Consultant, you can always rely on them for support. How hiring a Salesforce Consultant Increases ROI? Adapting New System: You have implemented Salesforce CRM for your business. Now after proper training and guidance when your employees will start using that system then it will improve their efficiency, redundant data will get reduced, you can track their work (leads, opportunities), know their pipeline. You will have a better idea of your business flow. You will come to know about the issues faced by your employees and then you can also work on it. So, this is also increasing your Return on Investment. That is all for this article, in case you need Salesforce Consultant for any Salesforce related work, then please feel free to reach out to sales@girikon.com

Here, I am displaying salesforce lightning modal with a progress indicator in footer using lightning component. In this article, you will be able to open modal on click button and close the modal and add progress indicator in a footer. Let’s start process step by steps: Step 1: Create lightning component “ProgressIndicator.cmp” and use below code. <aura:component > <aura:attribute name="showpage1" type="boolean" default="true"/> <aura:attribute name="showpage2" type="boolean" default="false"/> <aura:attribute name="showpage3" type="boolean" default="false"/> <aura:attribute name="openModal" type="boolean" default="false"/> <aura:attribute name="currentstep" type="String" default="step1"/> <lightning:button variant="brand" label="Open" onclick="{!c.openModal}" /> <aura:if isTrue="{!v.openModal}"> <div class="demo-only" style="height: 640px;"> <section role="dialog" tabindex="-1" aria-labelledby="modal-heading-01" aria-modal="true" aria-describedby="modal-content-id-1" class="slds-modal slds-slide-up-open"> <div class="slds-modal__container"> <header class="slds-modal__header"> <button class="slds-button slds-button_icon slds-modal__close slds-button_icon-inverse" title="Close" onclick="{!c.hideModal}"> <lightning:icon iconName="utility:close" size="small" alternativeText="Close"/> </button> <h2 id="modal-heading-01" class="slds-text-heading_medium slds-hyphenate">Modal Header</h2> </header> <div class="slds-modal__content slds-p-around_medium" id="modal-content-id-1"> <aura:if isTrue="{!v.showpage1}"> <p>Step 1</p> </aura:if> <aura:if isTrue="{!v.showpage2}"> <p>Step 2</p> </aura:if> <aura:if isTrue="{!v.showpage3}"> <p>Step 3</p> </aura:if> </div> <footer class="slds-modal__footer slds-modal__footer_directional"> <lightning:progressIndicator currentStep="{!v.currentstep}"> <lightning:progressStep label="Step 1" value="step1" onclick="{!c.page1}"/> <lightning:progressStep label="Step 2" value="step2" onclick="{!c.page2}"/> <lightning:progressStep label="Step 3" value="step3" onclick="{!c.page3}"/> </lightning:progressIndicator> </footer> </div> </section> <div class="slds-backdrop slds-backdrop_open"></div> </div> </aura:if> </aura:component> Step 2: Create lightning component controller “ProgressIndicatorController.js” and use this code. ({ openModal : function(component, event, helper) { component.set("v.openModal",true); }, page1 : function(component, event, helper) { component.set("v.showpage1",true); component.set("v.showpage2",false); component.set("v.showpage3",false); component.set("v.currentstep","step1"); }, page2 : function(component, event, helper) { component.set("v.showpage2",true); component.set("v.showpage1",false); component.set("v.showpage3",false); component.set("v.currentstep","step2"); }, page3 : function(component, event, helper) { component.set("v.currentstep","step3"); component.set("v.showpage3",true); component.set("v.showpage2",false); component.set("v.showpage1",false); }, hideModal: function(component, event, helper) { component.set("v.openModal",false); } }) Step 3: Create lighting app for preview the components. <aura:application extends="force:slds" > <c:ProgressIndicator/> </aura:application> You can check – Salesforce consulting Services – Girikon Salesforce implementation partner & Services

For any sized business, one should have a robust and efficient CRM (Customer Relationship Management) software solution to increase the productiveness and revenue of your organization. Now the question comes to one’s mind is which CRM to choose for your business? Selecting an ideal CRM is utmost crucial for your business as with the help of this tool you will manage your leads, customer services, sales, etc. According to the Gartner Report, the Customer Relationship Management Software Market Grew 12.3 % which means people all around the world are relying on CRM for managing their business. There are abundant of CRMs available to serve your business needs but one should be careful while selecting the right CRM for your business. Before proceeding towards an ideal CRM, let us understand few important parameters which you should check before selecting a CRM. Available for any (small/mid/large/) scale business or Non-Profit Organization. Pricing Features like lead to opportunity management, Reporting Management, Customer Service Management. Automation of the CRM as per the need for Workflows, Approval, Flows, Triggers, etc. Report Generation, Sales forecast, etc. Integration with Social Media Platform, Email Marketing Platform. Ability to implement a new feature on CRM by installing 3rd party tool or by customization. Overall security of data. Compatibility with all devices and available as an app for the mobile user. As per the recent article “Best CRM Software 2018”, it is understood that Salesforce.com’s Customer Relationship Management (CRM) service is the best CRM for your business and it matches with the above mentioned parameters as well. In this article, I will be explaining to you why you need Salesforce Services for your business and how it will help you in the long run. Talking about the Salesforce CRM, it helps in the lead to opportunity management, getting reports by taking various parameters into consideration. If you need any particular feature in your CRM which can enhance the process, then you can also install a third-party app from the AppExchange. You can also take help from Salesforce Consultants who can assist you in guiding and developing a complex solution in Force App Cloud.com. These solutions make your CRM even powerful. Salesforce also offers Community Cloud with the help of which you can connect and collaborate with your clients, vendors, employees to form communities. You can handle articles, FAQs for your portal easily and your customer can find the solution to the general problems on your portal itself. Your customers can also create cases from your portal (community) and that case can be assigned to the agents or the case can be escalated based on the workflow. With the help of Community Cloud, you can offer the best customer support services to your customers and boost up your sales. Next we have Salesforce Marketing Cloud, with the help of which you can manage various email campaigns, Social Media Marketing, Advertising, B2B Marketing Automation for lead generation, product promotion on various social media platforms, and much more. You can shoot emails for different purposes and track their report. It is always beneficial to have some forecast, logical recommendations with an explanation, about your business so that you can avoid taking the wrong decision which can affect your sales figure. Einstein Analytics does the same for your business by prediction. It analyses the data in the system and then gives you the recommendation for your business. Now we have come to the end of this article, I hope this will help enlighten you about the Salesforce Services and how it can benefit your business. In case you need help in any of the above Salesforce Consulting Services, then you can surely contact us. We are a Salesforce Consulting Partner and offering out-of-the-box solutions.

I am going to show to create custom multiselect component using salesforce lightning design system static HTML. Here I am retrieving data from custom object in list and populate in options and making options multiselect. Follow the below process step by step then you will be able to create multiselect picklist: – Step 1: Create lightning component “MultiSelectComponent.cmp” and use below code. <aura:component controller="ExpenseOptionsCtr"> <aura:attribute name="lstExpenseData" type="Expense__c[]" /> <aura:handler name="init" action="{!c.doInit}" value="{!this}"></aura:handler> <c:QFMultiSelectUIComp options_="{!v.lstExpenseData}" /> </aura:component> When you will save this code then it will fail to save because we didn’t create “QFMultiSelectUIComp” till now. Before we create this component let we should create MultiSelectComponentController and MultiSelectComponentHelper . Now follow next step. Step 2: Create lightning component controller “MultiSelectComponentController.js” and use below code. ({ doInit : function(component, event, helper) { helper.expenseDetails(component, event, helper); } }) Step 3: Create lightning component helper “MultiSelectComponentHelper.js” and use below code. ({ expenseDetails : function(component, event, helper) { var action = component.get("c.getExpenseDetails"); //Calling Apex class controller 'getTemplateRecrod' method action.setCallback(this, function(res) { var state = res.getState(); if (state === "SUCCESS") { component.set("v.lstExpenseData", res.getReturnValue()); } else { var toastEvent = $A.get("e.force:showToast"); toastEvent.setParams({ "title": "Error :", "mode": "sticky", "message": res.getError()[0].message }); toastEvent.fire(); } }); $A.enqueueAction(action); } }) We defined the controller “ExpenseOptionsCtr” in component so now create controller . Step 4: Create apex controller “ExpenseOptionsCtr.apxc” , in this getting data from custom object Expense__c but you can use any object. public class ExpenseOptionsCtr { @AuraEnabled public static List<Expense__c> getExpenseDetails(){ List<Expense__c> lstExpense=[Select Id,Name From Expense__c]; return lstExpense; } } Step 5: Create lightning component “QFMultiSelectUIComp.cmp” and use below code. <aura:component > <aura:attribute name="MultipleoptnId" type="object" /> <aura:attribute name="options_" type="String[]" /> <aura:attribute name="selectedItems" type="String[]" /> <aura:attribute name="infoText" type="String" default="Select an option..." /> <aura:attribute name="width" type="String" default="245px;" /> <aura:attribute name="dropdownLength" type="Integer" default="4" /> <aura:registerEvent name="selectChange" type="c:SelectChange" /> <aura:method name="reInit" action="{!c.init}" description="Allows the lookup to be reinitalized"> </aura:method> <aura:handler name="init" value="{!this}" action="{!c.init}" /> <aura:attribute name="dropdownOver" type="Boolean" default="false" /> <div aura:id="main-div" class=" slds-picklist slds-dropdown-trigger slds-dropdown-trigger--click "> <button class="slds-button slds-button--neutral slds-picklist__label" style="{!'width:' + v.width }" aria-haspopup="true" onclick="{!c.handleClick}" onmouseleave="{!c.handleMouseOutButton}"> <span class="slds-truncate" title="{!v.infoText}">{!v.infoText}</span> <lightning:icon iconName="utility:down" size="small" class="slds-icon" /> </button> <div class="slds-dropdown slds-dropdown--left" onmouseenter="{!c.handleMouseEnter}" onmouseleave="{!c.handleMouseLeave}"> <ul class="{!'slds-dropdown__list slds-dropdown--length-' + v.dropdownLength}" role="menu"> <aura:iteration items="{!v.options_}" var="option"> <li class="{!'slds-dropdown__item ' + (option.selected ? 'slds-is-selected' : '')}" role="presentation" onclick="{!c.handleSelection}" data-value="{!option.Name}" data-selected="{!option.selected}"> <a href="javascript:void(0);" role="menuitemcheckbox" aria-checked="true" tabindex="0"> <span class="slds-truncate"> <lightning:icon iconName="utility:check" size="x-small" class="slds-icon slds-icon--selected slds-icon--x-small slds-icon-text-default slds-m-right--x-small" /> {!option.Name} </span> </a> </li> </aura:iteration> </ul> </div> </div> </aura:component> Do not panic if your code is not getting save. Just follow the complete process and save code in the last. It will save successfully. Step 6: Create lightning component controller “QFMultiSelectUICompController.js” and use below code. ({ init: function(component, event, helper) { var values = helper.getSelectedValues(component); helper.setInfoText(component, values); }, handleClick: function(component, event, helper) { var mainDiv = component.find('main-div'); $A.util.addClass(mainDiv, 'slds-is-open'); }, handleSelection: function(component, event, helper) { var item = event.currentTarget; if (item && item.dataset) { var value = item.dataset.value; var selected = item.dataset.selected; var options = component.get("v.options_"); //contro(ctrl) key ADDS to the list (unless clicking on a previously selected item) //also, ctrl key does not close the dropdown (uses mouse out to do that) if (event.ctrlKey) { options.forEach(function(element) { if (element.Name === value) { element.selected = selected === "true" ? false : true; } }); } else { options.forEach(function(element) { if (element.Name === value) { element.selected = selected === "true" ? false : true; } else { element.selected = false; } }); var mainDiv = component.find('main-div'); $A.util.removeClass(mainDiv, 'slds-is-open'); } component.set("v.options_", options); var values = helper.getSelectedValues(component); var labels = helper.getSelectedLabels(component); helper.setInfoText(component, labels); helper.despatchSelectChangeEvent(component, values); } }, handleMouseLeave: function(component, event, helper) { component.set("v.dropdownOver", false); var mainDiv = component.find('main-div'); $A.util.removeClass(mainDiv, 'slds-is-open'); }, handleMouseEnter: function(component, event, helper) { component.set("v.dropdownOver", true); }, handleMouseOutButton: function(component, event, helper) { window.setTimeout( $A.getCallback(function() { if (component.isValid()) { //if dropdown over, user has hovered over the dropdown, so don't close. if (component.get("v.dropdownOver")) { return; } var mainDiv = component.find('main-div'); $A.util.removeClass(mainDiv, 'slds-is-open'); } }), 200 ); } }) Step 7: Create lightning component helper “MultiSelectComponentHelper.js” and use below code. ({ setInfoText: function(component, labels) { if (labels.length === 0) { component.set("v.infoText", "Select an option..."); } if (labels.length === 1) { component.set("v.infoText", labels[0]); } else if (labels.length > 1) { component.set("v.infoText", labels.length + " options selected"); } }, getSelectedValues: function(component){ var options = component.get("v.options_"); console.log('options:='+options); var values = []; if(options!==undefined){ options.forEach(function(element) { if (element.selected) { values.push(element.Name); } }); } return values; }, getSelectedLabels: function(component){ var options = component.get("v.options_"); var labels = []; if(options!==undefined){ options.forEach(function(element) { if (element.selected) { labels.push(element.Name); } }); } return labels; }, despatchSelectChangeEvent: function(component,values){ var compEvent = component.getEvent("selectChange"); compEvent.setParams({ "values": values }); compEvent.fire(); } }) Now you will save the code but it will not save because we didn’t create event right now. Let’s create event “SelectChange.evt” Step 8: Create lightning event “SelectChange.evt” and use below code. <aura:event type="COMPONENT" description="Despatched when a select has changed value" > <aura:attribute name="values" type="String[]" description="Selected values" access="global" /> </aura:event> You can check – Salesforce consulting companySalesforce implementation partner