Salesforce Implementation

Let us start this blog by defining the meaning of a Salesforce Trailblazer. A trailblazer is a person who is not afraid of learning new things, does innovative work and most importantly, a person who builds a better world for others.

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

With Shield, Salesforce looks to strengthen its promise of taking its Trust Services to the next level. Now, even industries with regulatory and compliance requirements such as Financial Services, Healthcare, and Public Sector can leverage the speed and innovation of cloud computing with the assurance of highest level of data protection, availability, and performance. The needs of specific industries can vary depending on the criticality of the data that they manage and use. While some may need to track sensitive customer being exported others might need to encrypt them or maintain an audit trail of data to safeguard data integrity. The understandably high pressure of balancing the shift to cloud platforms with meeting compliance needs has deterred several organizations from making the shift thereby being bereft from the benefits that it promises to bring along! Salesforce Shield is a premium set of integrated services built natively in the Salesforce1 Platform. With it, comes the capability to track the way in which one’s sensitive data is being used & handled. It certainly is a strong empowering tool for customers with complex governance and compliance needs to be able to track data going back up to ten years along with sensitive data encryption if they so desire. Salesforce Shield includes the following core services: Event Monitoring: This feature gives customers the transparent visibility into which users are accessing what kind of data along which the actions that they are taking on it. Field Audit Trial: Salesforce customers now have the ability to go back & check their data state up to 10 years. It provides Audit trial data for up to 60 fields per object. Platform Encryption: All sensitive data can now be easily encrypted at rest (at the metadata layer) without hampering any business functionality. Transaction Security: Users can add various processes to Event Monitoring using the transaction security feature. Specific events can be configured with Salesforce to trigger actions as required. For example: When any User tries to access the Salesforce from any unsupported browser it will not provide access. The Shield Platform works through the combination of the tenant key (available with the customer) and a master secret controlled by Salesforce to generate the org-specific data encryption key. This key is used to encrypt sensitive data stored in standard and custom fields, files, and attachments. The derived keys are never persisted to disc, ensuring maximum security for encryption keys. Setup Salesforce Shield Setup -> Security Controls -> Platform Encryption Create Tenant Secret Enable encryption for files, fields, and attachments Assign permission to generate, rotate, and archive your org’s keys If user has the permission to “View Encrypted data”, then the data gets decrypted before presenting it for user Fields with the following field types: Text, Long Text Area, Phone, Email and URL in standard or custom objects can be encrypted

Salesforce Cloud Salesforce Development Salesforce Sales and Service Cloud Force.com Development Salesforce Communities Salesforce Integration Services Salesforce Support Salesforce Lightning

Salesforce Support Your search for a reliable and cost-effective Salesforce support and maintenance services partner ends here! Girikon smoothens all implementation wrinkles with a service model that makes Salesforce experts available to clients for looking into their Salesforce administrative, integration and development issues with guarantee around minimal risk and outstanding services. Ensure your implementation works smoothly with reliable support. Choose an engagement model (onshore/offshore) that suits you best. We will fine-tune ourselves to the one you opt for.   Basic Offshore – $45 /Hr Onshore – $130 /Hr For engagement up to 3 Months Billing Monthly Contact Us Standard Offshore – $35 /Hr Onshore – $120 /Hr For engagement above 3 Months Billing Monthly Contact Us Premium Offshore – $30 /Hr Onshore – $100 /Hr For engagement above 6 Months Billing Monthly Contact Us Configuration and Data Migration BASIC STANDARD PREMIUM User Management Security Management (Organization Wide Default, Profiles, Roles, Field Level Security, Sharing Rules, Public Groups) Object Level Configurations (Object, Tab, Views, Fields, Page Layouts, Record Types, Custom Links, Buttons) Salesforce Built-in Automations (Validation Rules, Workflow Rules, Formula Fields, Approval, Email Templates) Data Management (Sandbox Refresh, Data Migration & Updation, Translation Workbench) Reports, Dashboards Other Configurations Items Customization and Integration BASIC STANDARD PREMIUM Troubleshooting in Apex, VF Pages, Triggers Outlook Connect, Lotus Notes Connect, Excel Connect Community Portal, Sites SF Mobile Advanced Integration BASIC STANDARD PREMIUM Computer Telephony Integration Salesforce to Salesforce API & Webservices Single Sign-on Any Time Support BASIC STANDARD PREMIUM 24*7 Telephone Support Our Salesforce support & management services include: Salesforce Monitoring We let you focus on your key business areas while we take over the Salesforce implementation monitoring activities. We constantly strive to implement best practises, identify improvement areas and devise related action plans. Salesforce Maintenance We provide user management, standard/custom object maintenance, data management, security management and package maintenance related support services. Salesforce Custom Development Girikon’s onshore / offshore Salesforce team members are differentiated by their unique combination of deep Apex and Visualforce development skills along with seasoned business analysis experience. We know when to innovate and when not to try to reinvent the wheel i.e. when to custom develop to realize the full potential of Salesforce and how best to use Salesforce’s established features. We have several man-years of experience in developing custom features for standard Salesforce applications.Learn more… Salesforce Help Desk High End-user adoption rate is a success metric for CRM implementations. Girikon’s onshore / offshore Salesforce support team offers comprehensive training and help desk services to ensure widespread adoption.Learn more… Why Choose Us Quality with On Time Delivery: Being an ISO 9001:2008 certified company, we are committed to strive for continuous improvement and superior performance in all aspects of our business. We take pride in delivering on-time, every time while maintaining the highest quality standards. Experienced: Girikon has over 300+ Techno-wizards and consultants working onsite / onshore and offshore for Fortune 1000 companies. We have delivered more than 200 Salesforce projects giving us an experience of over 1, 50,000 hours in Salesforce support, implementation, consulting, integration, migration, customization and Force.com development. Blended Onshore/Offshore Model: Our business model revolves around ensuring cost effective onsite consulting followed by a mixed onshore-offshore based solution delivery. By switching between permutations & combinations of the team configuration as per requirement, we maintain the highest quality levels with significant cost reduction in comparison to other companies in the domain. Complete Onshore Model: If project demands, we can put complete onshore team to ensure success of the project. Flexible: As a flexible Salesforce partner, we give our clients the flexibility to choose a suitable service model from day one of project initiation and remain open to customization at a future date. All our clients get undivided attention; just great service and no attached overheads of larger companies. You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our agreement.

Salesforce Integration Services As Salesforce Integration Partners, Girikon understands with the rapid increase of cloud / mobile / social platforms customers are left hamstrung by siloed platforms because these platform have individual characters, functions etc. Siloed systems offer little or no visibility into an organisation’s business processes and require manual interventions to fill in transaction gaps. Girikon Salesforce Integration Consultants with many years’ experience identify solutions to siloed system issues for their customers. These Salesforce Integration solutions always prove to be enabled high interoperability, intuitive in design and user-friendly. Our Salesforce Integration Services are cost-effective and can incorporate a solution across all applications including Microsoft, Oracle, Abode, SAP etc., data management and the organisation’s business processes. Girikon’s view is that all applications be it internal and external need have a seamless integration. Only then, the software will provide a collaborative experience for all users, enable streamlined data flows and effective governance across all business processes. Girikon’s onshore/offshore Salesforce Integration Consultants have the expertise to enable Salesforce integrations across systems and data that reside both on-premises and in the cloud. Salesforce Integration Services using Middleware Technology Girikon, a Salesforce Integration Company has extensive experience with Middleware technologies that eliminate a major chunk of the complexities and the pain of integration. The role of a middleware technology is critical where businesses require a connection with legacy systems, cloud and SaaS applications, and business management software such as SAP and Salesforce. Girikon’s Salesforce Consultants are Integration experts and provide solutions to get the right mix of integrations between each system that take into consideration accurate data formats and protocols. Girikon’s offshore Salesforce Integration Consultants will work with you to automate your business processes and enable secure sharing of data across numerous applications by integrating disparate systems and services. Salesforce Integration Services using Connectors Use Girikon as a Salesforce Integration Partner and take advantage of the broad experience in creating custom connectors and adaptors on the Force.com platform and can also help design and develop custom data integration tools to meet your distinct business requirements. Connector based integrations enable seamless and highly effective two-way user-encounters Girikon can also assist with: Master Data Management (MDM) A Salesforce Integration Company, Girikon understands the large investments made into CRM software implementations and the importance of a positive ROI to our customers. Girikon’s view is that organizations need to move to a more integrated CRM approach where all the operational master data even products and services are assembled from the data silos, de-duplicated, cleansed, enriched and synchronized across domains. This results in a ‘single version of the truth’ for the master data that proactively protects data quality enabling a 360-degree view. Girikon’s offshore Salesforce Consultants provide comprehensive master data Cleansing and Standardization services for enhanced ROI through consistency in customer experience, better decisions and reductions in risk. Data Governance Using Girikon as a Salesforce Integration Partner can assist with data governance initiatives to enable data quality and consistency. Our Salesforce Integration Consultants will work with you to define, design and implement effective and sustainable data governance structures, strategies, practices, and policies. You can then validate business policies, highlight data issues, automatically monitor compliance of data and manage all data issues with the critical operational control from stakeholders across the organization. Why Choose Us as Your Salesforce Integration Partner Quality with On Time Delivery: Girikon is an ISO 9001 certified company, we are committed to a quality delivery outcome and strive for continuous improvement and providing superior services across our entire business. We take pride in delivering on-time, every time while maintaining the highest quality standards. Experienced: Girikon’s team comprises of 300+ 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 Consultant Certifications, are proud of our Strong Customer Testimonials and have delivered over 400 quality projects on time and on budget. Girikon’s Salesforce Developers work onsite/onshore and/or offshore. 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. Girikon’s Salesforce Integration Services experience of over 150,000 days in Salesforce Support, implementation, consulting, integration, migration, customization and Force.com development. Blended Onshore/Offshore Model: Girikon’s business model is designed to ensure a cost-effective quality outcome. Our onsite Salesforce Consulting Services are backed up by our Offshore Salesforce Development Team ensuring a quality solution and on time delivery. By switching between these two combinations of onshore and offshore teams, Girikon ensures flexibility while meeting the customer’s requirements. We always maintain the highest level of quality with a significant cost reduction in comparison to our competitors using this model. 100% Onshore Salesforce Consultants can also be rewarding for our clients and therefore an option and ensure a successful project outcome. Flexible: Girikon prides itself on the flexibility we provide our clients once we become your trusted Salesforce Integration Partner. You choose a models which is suitable to your needs. Salesforce Consulting Service model can last until the end of the engagement or can be customised at a future date. All our clients get all our attention, a great service with no overheads like our competitors. Intellectual Property: You own the source code developed and Intellectual Property Rights of the development work we do for you under our agreement.

Certified Salesforce Implementation Partner to Transform Your Business Accelerate your abusiness by implementing robust and seamless Salesforce solutions that align with your business needs. Convert opportunities into revenue with our Salesforce Implementation Services. Level up your sales, service, and marketing game with our reliable Salesforce services Connect us for a free quote Level up your sales, service, and marketing game with our reliable Salesforce services. Salesforce Implementation Services Salesforce Implementation Services covers the entire journey of CRM adoption, from consulting and deployment to training and support. We leverage our extensive experience and expertise on the Salesforce platform to configure and customize Salesforce to facilitate an accelerated digital transformation for businesses. Our customer-centric approach to Salesforce implementation empowers us to build and deliver solutions tailored to your business needs while enabling you to become more efficient and effective. Whether it is automating complex business processes or integrating and streamlining systems, our experienced Salesforce implementation partners address your unique business challenge in the most appropriate way. Our services span across various industry verticals, including education, banking and financial services, IT, retail, pharmaceutical, healthcare, telecom, manufacturing, not-for-profit and more. Our team of Salesforce Implementation partners strives to align with your vision and push the boundaries to make the most of the Salesforce platform while ensuring successful implementation. We have helped businesses across continents transform the way they work. Over the years, we have successfully accomplished hundreds of implementation projects with varied levels of complexity. Why Choose Girikon for Salesforce Implementation Services? Our Salesforce Implementation team has the breadth and depth of industry-specific experience and expertise to transform your long-term vision to sustainable success. By partnering with us, you will get expert guidance at every step of your Salesforce journey. Quality Our ISO 9001 certification ensures the quality of delivery to our customers. Our certified Salesforce Implementation Consultants work closely with customer teams to continuously enhance business processes to deliver better and faster business outcomes. 360-Degree Accountability We strive to bring your most ambitious vision to life with our focused commitment to derive maximum value from Salesforce. Direct access to innovation Access the limitless possibilities of Salesforce with best-in-class engineering and integration capability and the latest platform upgrades. World Class Salesforce expertise Leverage 10-plus years of Salesforce experience and a global delivery model working with customers across continents to build upon the latest technology offerings from the Salesforce platform. Flexibility We allow our customers complete freedom to choose an engagement model that best meet their needs. Besides, we also provide them the flexibility to change the service model as they move ahead. 35% Faster implementations 50% Increase in project success 30% Faster release adoption Our Salesforce Implementation Process Discovery and Envisioning In this phase, our Salesforce consultants work closely with your teams to understand and log your business goals, processes, and technology systems, which allows them to establish an implementation approach that best meets your business needs. Salesforce Product Setup Our experts will work closely with you to select the Salesforce products that best meet your needs. We will help you configure and customize all the selected Salesforce products in alignment with your goals. Our team of professionals will customize templates, workflows, and access protocols to implement process automation on Salesforce. With custom reports and dashboards, they will help you uncover valuable insights into your data and empower you to take better and faster decisions. Agile Development With our agile approach to implementation, we help you make minor modifications to bring about significant efficiency in your day-to-day operations. Our experts have the skills and experience to build and deploy customized solutions using the Salesforce platform. Legacy Data Migration Our Salesforce implementation consultants have expertise in migrating data from any legacy system to Salesforce. Our experts have the experience and skills required to deal with the complex challenges associated with data migration. Our Data Migration Services include data import, cleaning, de-duplication, standardization, and synchronization. Bolt-on Integration Our Salesforce professionals have the necessary skills, knowledge, and experience to undertake bolt integrations with other cloud systems. We have worked with custom-built adaptors, as well as configuring pre-built ones. Support, Training & Documentation As a certified Salesforce Partner, we have a global team of proficient and experienced Salesforce professionals who can deliver best-in-class services to help you with support, maintenance, and training needs. FAQs What does an Implementation Partner Do? An implementation partner is a Salesforce certified organization that has years of experience in deploying a customer relationship management (CRM) system for a company. They work to understand a company’s business challenges, recommend adjustments to workflows and processes, integrate existing systems with Salesforce, migrate legacy data into Salesforce, and provide employee training. How do I Choose an Implementation Partner? When considering potential partners, it is important to evaluate several key criteria. These may include a partner’s past performance track record, technical capabilities, alignment with your industry or desired solutions, and company culture compatibility. For instance, to gain more insight into a partner’s track record, one can examine case studies and customer success stories published on their corporate website. Additionally, visiting the Salesforce AppExchange to read third-party reviews can provide a sense of a partner’s real-world performance. A thorough due diligence process across these pertinent factors can help ensure the selection of an optimal partner well-suited to the needs of your organization. Do you need an Implementation Partner for Salesforce? Most Salesforce implementations require dedicated resources to oversee the process. A typical implementation project utilizes a Salesforce consultant for configuration and adoption, a Salesforce developer for customization work, and a project manager to coordinate efforts. For organizations new to the Salesforce platform, engaging an implementation partner can smooth the deployment. Implementation partners offer expertise in the current Salesforce release as well as optimal implementation strategies based on industry best practices. Leveraging a partner’s knowledge allows customers to better maximize their return on investment and transform business processes through effective use of the platform’s capabilities. What is a Salesforce Implementation Service? Salesforce implementation is basically getting a company’s customer relationship management system, their CRM, up and running on the Salesforce platform. It can include different things depending on what the company specifically needs. Usually it involves finding out how employees currently do their jobs and what info they need, coming up with a plan for setting everything up, connecting Salesforce to other systems they use, getting all their customer and business data moved over, training people how to use it, and then checking back later to see how it’s going. The goal is to help streamline things and have all their important business info in one centralized place.