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As businesses face growth and expansion, so do their challenges to sustain and remain competitive. This requires them to leverage new technologies that can prepare them to deal with the ever evolving challenges, which usually legacy systems fail to resolve. Legacy systems are inefficient; fragile, obsolete, and difficult to integrate with new cloud and web-based services. Moreover, replacing them can be an extensive and expensive process. Consider a case in which you have a customers’ order history data in one legacy system and customers’ web interactions with the brand in a modern and robust CRM like Salesforce. Without the CRM’s integration with the legacy system, your business would lose out on valuable insights that could otherwise be achieved by merging the data and creating one single view for their customers. Another case would be in which a large-scale company has many subsidiaries and it does not want to migrate its business to a new Salesforce environment but wants the Account, Contacts, Leads, and Opportunity data to be synced in with their existing CRM environment for a detailed analysis using Einstein analytics. The problems stated above creates the need for a co-existing system in which the legacy system is still operational with the data being transferred simultaneously to the new system. This article throws light on new technology solution i.e MuleSoft integration. What is MuleSoft? MuleSoft provides exceptional business agility to companies by connecting applications, data, and devices, both on-premises and in the cloud with an API-led approach. Using MuleSoft’s anypoint Platform; companies can integrate their SOA infrastructure with their legacy systems. They can migrate their technology infrastructure to the public or private cloud and prioritize the adoption of SaaS applications, as well as other cloud technologies. As represented from the diagram MuleSoft helps in connecting any CRM or service portal to any Database or third-party application. It also can perform hybrid integration between legacy systems and cloud-based systems. How will we achieve this? In this article, we will be demonstrating a technique to integrate two Salesforce environments so as to sync the creation of each account record. For this, we will need 2 Salesforce orgs and MuleSoft’s Anypoint Platform. Step 1: Create 2 global configurations for the 2 Salesforce environments. For this, you will need the UserName, Password and the Security Token for your Salesforce. If you don’t know how to get the Security Token you can refer this Salesforce help article: https://help.salesforce.com/articleView?id=user_security_token.htm Repeat the step for the second environment. Step 2: Use the On New Object component from the Salesforce module in the flow component.  In the On New Object select the following fields: Connector Configuration: The source Salesforce connection i.e the legacy system. Object: Account Scheduling Strategy: Fixed Strategy Frequency: 10 (You can change it as per your business requirement) Time Unit: Millisecond Step 3: Use the Transform message component to map all the fields that you want to migrate from the Source org to the Target org. Step 4: Use the Create component from the Salesforce module. Select the Connector Configuration for the Target org. Add a Logger to check the account sync. Step 5: Open the Source Salesforce environment and create an Account.  The account will be synced to the Target org. Conclusion: We can say that traditional architectural approaches are centered on point-to-point integration that is unable to address concerns inherent to legacy system. Using MuleSoft’s Anypoint platform, Legacy systems can be integrated seamlessly and in an efficient manner. This will allow organizations depending on their legacy systems to adopt   more efficient technology solutions. In addition, organizations can lower their costs by reducing dependency on legacy system while eliminate the need to re-develop complicated legacy system interfaces.  About Girikon – As a reputed provider of reliable IT services, Girikon offers a wide array of services including Salesforce implementation, Salesforce consulting and Salesforce support.

In today’s digital era, online shopping has become the norm. In fact, the past few years have seen an exponential rise in the number of consumers opting for online shopping rather than shopping from brick and mortar outlets. This shift in consumer buying behavior can be attributed to the advancement in technology, as well as easy and secure payment methods.   As consumers are cognizing the benefits of digitization, the trend for E-commerce or online shopping has eventually caught pace. So much so that merchants who fail to mark an online business presence run the risk of either being left out or trail behind. While online platforms have proved to be beneficial for both customers, as well as marketers, marketers struggle to deal with challenges such as generating traffic, capturing potential leads, retaining existing customers and more. What is Salesforce Commerce Cloud? Salesforce Commerce Cloud is a part of the Salesforce CRM platform that helps marketers to provide a superior experience to their customers across all channels as it offers solutions for marketing, customer service, and more.  The Salesforce Einstein powered platform due to its AI capability has helped marketers sustain market competition by helping them understand the buying behavior, preferences, search pattern, and engaging experience across all channels. Benefits of Salesforce Commerce Cloud Predictive intelligence platform with in-built Salesforce Einstein does away the need for spending time and money on searching a compatible Analytics platform for your e-commerce platform. Some of the  key benefits of having Salesforce Einstein integrated include the following:  It suggests the most relevant products to customers by decoding their search and search pattern. For every user, it has a separate/unique suggestion based on their search patterns. It helps in identifying upselling and reselling opportunities. It provides data-driven real-time insights of each customer. Increase footfall It helps at every stage in the sales process. It helps in boosting up the traffic by improving the page rank, faster SEO page optimization, build traffic with the help of its inbuilt mechanisms. It eventually helps organizations generate more revenue and save the extra bucks. Single Channel  It has helped merchants manage their orders, inventory, marketing, sales, etc. all on the same platform. Earlier merchants used to use separate tools to manage Orders, Inventory, Marketing, Sales, etc. Now, these can be managed on a single platform. This has helped merchants save money and increase revenue significantly. Mobile Experience These days most of the customers prefer to do shopping over mobiles and tablets rather than via computers and laptops, which allows them to shop while on the go. Salesforce Commerce Cloud is mobile-friendly, and it allows merchants and customers to buy, sell, and manage through their mobile phones. Enhance Marketing With the help of Salesforce Commerce Cloud, merchants are able to do marketing like never before. They are not just able to pitch the right products to customers but they are able to pitch them at the right price and at the right time. It even enables merchants to customize the search query for their products based on the customer intent search which will eventually make their product more visible. It even helps merchants manage sales campaigns, email marketing, etc. at the same place.  Customer Support It provides 24/7 support to merchants and customers alike. It keeps on providing patches, new features, and security upgrades that make it more reliable and future-ready. Conclusion Considering the different aspects like marketing, inventory, campaigns, revenue, etc. it manages, it won’t be wrong to say that it is one of the most impactful software’s present out there for any business. It does not just help merchants to identify the requirement of the customers but even help them identify the right audience for their different products. It even helps merchants to set future goals with the help of its predictive analytics. It is a one-stop solution for merchants to increase their reach from a few hundred people to millions of people all across the globe. About Girikon Girikon is a reputed provider of a wide array of Salesforce consulting, Salesforce implementation, and Salesforce support services. As a Salesforce consulting partner, Girikon strives to offer high-end services to its global clientele.  

Every year Salesforce makes three new releases at regular intervals i.e. the summer, winter, and spring. This year, Salesforce summer release which was scheduled to be released in the month of May 2020 got delayed due to the on-going COVID-19 pandemic and has now been released in June. In this article, we will take a look at some of the standard new features offered by the new release. To know more about the releases, it’s prudent to partner with a reliable Salesforce consultant. Trigger a Flow for Performing Actions: Every time a record is created or updated, the trigger of a Flow that can perform actions for e.g. sending an email after the changes are made to the database. The record-changed flows can be used to make before-save updates and after-save actions. You can replace processes and also make changes in the processes that were created in the process builder Run Flows that Evade User Permission: This feature allows guest users to produce or edit records that they don’t have access to by fixing your flow to run without sharing. Within such a setting, the flows running ignore the field and object-level security, default settings, rule sharing, teams, manual sharing, and territories. Properly Manage Community Pages: With an improved community page Menu, navigating to and editing your pages becomes easier. To see the folder where a page resides, it’s important to search for that page and select it from the search results. Work Item Status for Determining Agent Capacity: This feature helps in determining agent capacity more accurately basis the status of work accepted rather than earlier methods of using open tabs. The tasks allocated to agents continue to remain assigned and reflected even when they are unavailable until the time the task is reassigned or completed. Debug faster and more Flows: The need for manually reverting changes made to the database when you debug an auto-launched flow is now no longer required. You can save yourself the trouble by using the rollback mode in Flow Builder. The debug option in Flow Builder can be used as it includes the Lookup screen component allowing you to set record variables easily.  Conclusion: These are a few of the many Summer 20 release features. If you too are looking to implement any of the summer ’20 Release features, you must consider partnering with a Salesforce implementation partner with extensive knowledge, in-depth experience, and proven results in achieving customer success.    

For almost 2 decades Salesforce users were using pre-built reports and dashboards to have a quick look at their data. But with time, data has increased exponentially and it has become quite difficult to manually look for the required data. Due to this very reason, Salesforce has launched Einstein Analytics, a platform that solves the challenge of gathering the required data at one place to answer key queries related to organization sales. What is Salesforce Einstein? Salesforce Einstein is Artificial Intelligence integrated into the Salesforce Platform which allows organizations to automate the reports, identify the needs within the workflows, and even the effectiveness of each sales team within the organization. It has transformed the way organizations used to analyze their data. Organizations can now track their KPI’s, annual reports, sales pipeline, etc. seamlessly by eliminating the dependence on mathematical models and algorithms. Salesforce Einstein’s artificial intelligence stage takes sales/revenue forecasting to the next level by providing new useful real-time insights depending on the real-time data coming in the system. It progressively adjusts itself to modifications and new information. It assures if there is any unexpected change in the market then it can rapidly change its forecast and predict according to the new requirements. Salesforce Einstein AI Impact on Business Sales Salesforce Einstein offers various features to provide a better insight into the sales. It has features like Activity Capture which automatically captures the data from various sources like emails, call logs and, salesforce chats and saves sales reps time from manual data entry. It even recommends good quality leads and opportunities to sales reps who can nurture them. Marketing For the marketing folks. it is a clear winner as it helps them with forecasting customer engagement, tracking social media engagement, launching email campaigns, etc. It even helps in transforming the organization image by suggesting suitable content. Customer Experience Salesforce Einstein has capabilities of enhancing customer experience by automatically extracting customer’s information and providing real-time insights about the customer like their pain points, requirements, etc. By having all the necessary information sales reps can nurture customers in the right direction. Commerce AI powered Salesforce Einstein guides organizations to sell the right products, provide special offers to customers at the right price and at the right time. This even helps organizations in selling and upselling services and products to the customers by tracking their previous purchase history. Key Features of Salesforce Einstein Voice Commands This feature enables you to perform various functions with a voice command. It does not just listen it even answers back in the same way. You can set-up meetings, get news updates of prospects, view dashboards, etc. by using the voice commands. Natural Language Processing (NLP) This feature enables Salesforce to understand what the users are trying to say in their emails and messages. It spots the keywords present in customer’s/prospects messages and suggests response accordingly. This reduces the time of reply, and customers/prospects will be addressed quickly. Action Oriented It automatically takes actions on things that sales reps might not have asked for like scheduling a follow-up call or a follow-up meeting with the customers. It self-analyses the meeting notes and takes appropriate actions that save a lot of sales reps time. Scoring With Einstein Lead and Opportunity scoring, it looks into the insights of leads and opportunity, and based on the available information it scores the leads and opportunities. By looking at the score, sales reps can pick up those leads with a higher score to nurture first. Salesforce Einstein AI Benefits for Organizations Sales Pipeline Management One of the most important and useful advantages of Salesforce Einstein AI is its ability to keep on modifying/updating the pipeline on a real-time basis. It helps in evaluating trends in opportunities and provides a list of opportunities that can be closed with ease and those which require attention. By using it, organizations can focus on the right opportunities. Account Insights With Einstein Account tool, organizations can get the latest news related to financial results, mergers, and acquisitions, etc. for their prospects and customers. These insights can be leveraged by the sales teams and marketing teams to run personalized marketing messages and special offers for every prospect. This tool even captures information like the impact of the marketing campaign, clicks that come through campaigns, etc. The effectiveness of the campaign can be visualized on a dashboard where the organization sees the success rate of marketing and sales generated through it. Performance Analysis Organizations can use Salesforce Einstein to monitor the opportunities in the sales pipeline and the sales teams monitoring them. They can further compare the performance of every individual present in the sales teams over different parameters. Leader View Dashboard presents a top-notch view of sales rep performance over time. After analyzing the performance of every individual at various parameters organization and reward their top performers. Whitespace Analysis Whitespace analysis is the process of uncovering new opportunities. With the assistance of Salesforce Einstein, organizations can execute whitespace analysis and look out for new opportunities. Salesforce Einstein has the potential to recognize which product or service has been sold to which accounts and it further creates feasible opportunities depending on the account’s previous/current requirements. Conclusion Artificial Intelligence has an undeniable influence on all walks of life. In today’s world, an AI based platform, such as Salesforce Einstein, provides the best scenarios and retrospective to make the experience of selling process human-like which helps an organization in increasing sales and automate the process and prepare for the future market needs. About Girikon Girikon has become a reputed name in the IT services, as well as consulting space. Being one of the reputed providers of SaaS technologies like Salesforce, the company offers high-end Salesforce consulting and Salesforce implementation services.

All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.  Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                                                      Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates.  Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step.  How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics.  Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                                                                Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step. How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). All through these years, Salesforce users have been leveraging out-of-the-box operational reports, and dashboards to monitor their data, comprehend performance and share results. However, with customer data growing exponentially with every passing day, exploring data manually has become a huge challenge. To address this challenge, Salesforce has come up with its AI (Artificial intelligence) powered advanced analytics solution i.e. Salesforce Einstein Analytics. Einstein Analytics is a next-generation business intelligence software designed to provide answers to complex issues at lightning speed. It’s intuitive, empowering, and built for mobile. It leads to decisions, discussions, and transactions that are driven by insight, instead of instinct. Einstein Analytics can help you to provide analytics experiences in sales, service, marketing, and IT business so that the users can take action quickly without getting bogged down by complex dashboards. Einstein Analytics helps to explore the large data sets quickly and easily by providing AI-powered advanced analytics, right within Salesforce. It helps Manage datasets, query data with SAQL (Salesforce Analytics Query Language), and customize dashboards, all programmatically. Einstein Analytics allows you to:                         Connect to your CRM directly and execute on insights directly in Chatter. Analyze millions of rows of data automatically & get predictive analytics with Einstein Discovery. Explore data & automates action with prebuilt apps. Has similar functionalities on mobile, be it Android or iOS. Einstein Analytics vs Reports & Dashboards  Reports and Dashboards look and behave like Einstein Analytics, but provide very different functionality. It provides an instant snapshot of the metrics that matter to your business, including team performance, lead volume, and conversion rates. Einstein Analytics is your Data Scientist. It extends beyond Reports and Dashboards to give you all insights into your pipeline, end-to-end customer insight, and historical analytics to help you plan your next best step. How Can we use Einstein Analytics in Salesforce? If you are using any Salesforce product like Sales Cloud, Service Cloud, you still need to purchase licenses for Einstein Analytics. There are 2 types of Einstein Analytics license: Einstein Analytics Growth and Einstein Analytics Plus. Users’ permissions are defined on their Salesforce user record, granted via a Salesforce permission set. You can access Einstein Analytics via the Analytics tab or the Analytics Studio app (from the App Launcher). Conclusion Salesforce Einstein Analytics gives the power to harness raw data for real business solutions that make a huge difference. Salesforce customers report tells that Einstein Analytics has boosted their individual and team productivity levels, saving them an average of 10-11 hours per month per IT/sales/operations resource. And the longer they use Einstein Analytics, the more productivity continues to increase. If you wish to implement Einstein Analytics and avail the above-mentioned exciting benefits, you can consider partnering with a Salesforce implementation partner. About Girikon Girikon is a reputed IT consulting company with offices across the USA, UK, Australia, and India. Over the years the company has become one of the established players in the area of Salesforce consulting, Salesforce implementation and Salesforce support space.

Sales Analysis Provides Logical Answers to your Question For every organization, the sales function continues to be the most important function as it plays a significant role in building trust between a customer and a business entity. Organizations usually spend enormously in sales-related activities to gain edge over their competitors. However,  sales related business decisions taken on others advice or by own “gut feeling” could be quite risky that too when a large amount of money is at stake. Sales Analysis is the process which is used to understand, identify and predict sales trend. It leverages the historic data to determine the failure/success of the previous sales drive and helps in identifying the area of improvement. With sales analysis organizations no longer need to take decisions based on their gut feelings as it provides logical answers to their sales-related queries. Importance of Sales Analytics: There are several benefits of incorporating Sales Analytics into the Sales function. Let’s take a quick look at some of them. Fill the gaps: By Analyzing their available data, organizations can figure out where they may have missed out on the opportunity of converting a prospect to a customer. This will eventually help organizations fill the gaps in the sales process, as well as the gaps in their products. Organizations should analyze their product and understand what their competitors are doing to remain competitive, what’s not working for you and how can you fill in the gaps. Increase Retention Rate: If organizations can figure out why any deal got closed, then they can keep their customers happy and build a strong relationship with them. It is important to understand the need of the customers so that organizations can upsell and cross-sell other products to the existing customers, which significantly adds to the revenue. In addition, by looking at the purchasing patterns of your existing customers you can recommend what customers can buy next, based on what these customers have bought in the past. Accurate Sales Forecasting One of the most obvious and important feature of Sales Analysis is the ability to predict the future sales based on the available data. Unlike setting up goals based on the “gut feeling”, historic data gives you an accurate, realistic picture of how much your organization should be able to earn within a specified time period. Competitor Sales Analysis In industries like automobiles, sales made by all the organizations are made available on the public platforms. Organizations can use their competitor’s data to see which product of their competitor is selling the most. They can even get the answer to the question like where and why a particular competitor’s product is selling the most. Based on their analysis they can revamp their product lineup, product pricing, introduce new product etc. Future Decision Making Organizations can even make future decisions like whether an organization need to introduce new products or discontinue any existing product. It even help organizations effectively manage inventory, marketing activities, sales offer roll-out time, manufacturing process etc. More efficient Marketing Sales Analysis helps organizations identify market opportunities and trends to support product marketing. If an organization is planning to launch a new product then it is very important to know the answer of below questions When should the product be launched? Q2. Where should the organization launch the product? Q3. How should it be marketed? Q4. Who is the target audience? All the above questions can be answered by using sales analysis. By having answers to all the above question, organizations can launch their product at the right time and can target the right audience, which will help them have a good sales number. Type of Analysis Sales Analysis could be done in many different ways based on the available data with the organization. Common types of Sales Analysis performed are mentioned below: Product-wise Analysis Organizations can use product-wise analysis to identify which product is selling most and during which time of the year. For example, winter clothes are sold most between November – January whereas summer clothes are sold most between May – September. Based on this analysis, organization can manage the new product launch date, inventory etc. Forecast vs Achievement analysis With the help of Forecast Analysis, organizations can see whether they are able to meet their monthly/weekly/quarterly targets or not. They can even identify how much they should be looking for in the month/week/quarter. Based on their analysis they can make required changes in order to meet the desired organizational targets. Periodic Analysis Periodic sales analysis are the ones which help organizations compare two or more different time period sales. Organizations can analyze the data and see which decisions of the organization has helped them in boosting up the sales and which decisions have led to dip in sales. Conclusion To sum up, Sales Analysis is something which will help you identify the gaps not just in the organization’s sales process but even in other areas as well, like gaps in product, release of the product etc. It even provides a logical solution to fill the gaps in order to increase the sales and reduce the losses. It enables organizations to take decision based on the facts rather than on their “gut feeling”. On being leveraged appropriately, Sales Analytics can help organizations deal with all the roadblocks, which they might encounter during their Sales journey. About Girikon As a global provider of end-to-end IT services, Girikon boasts of a team of certified, and experienced Salesforce consultants, administrators and developers who have the knack for catering to the customer requirement in the most efficient way.

Businesses run on documents and trust. Conga Composer – a salesforce app automates the tedious business process and provides actionable insights, so that customers can focus on what matters. Conga composer- a robust Salesforce application allows businesses to create error-free, sophisticated and template digital documents directly from Salesforce that too within seconds. This leads to increased productivity and engaged customers. What is Conga Composer? Conga Composer is a Salesforce app which makes it easy for Salesforce users to create sophisticated documents and reports using any data in Salesforce with only a few clicks. It can automatically populate richly-formatted templates with data from any standard or custom object in Salesforce. By leveraging this app, organizations can allow end-users to make selections, such as which template to use for the final merged files, or can pre-select templates and other options and run the solution entirely in the background.  Its key features are: A separate conga license needs to be purchased for each user. Reports can be generated via button on page lay-out or link on the home page Conga reports can be created through S/F report or SQL queries Reports can be created in different formats: MS Word MS Excel MS PowerPoint PDF Email HTML Email Conga Composer can be leveraged to create sophisticated and accurate digital documents using pre-built templates and populated with data from Salesforce automatically. The tool also helps organizations send consistent and personalized documents that not just promotes their brand but also delights their customers. You can generate any document like: ✔ Quotes ✔ Proposals ✔SOW (Statement of Work) ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ And more! Why to Integrate with Salesforce? Composer can use data from any Salesforces’ Standard or Custom Objects or even from external database and can directly populate into your document. It can generate documents in multiple formats as mentioned above. It creates customized, personalized, and on-time reports and documents with delivery-ease for every scenario. It can store documents wherever you want them to be kept. It can easily create accurate, consistent, pixel perfect documents. It can automate documents, presentation and reports. It is lightning ready You can fetch almost 50 other objects, additional data in Salesforce using Salesforce reports or SOQL queries. Users can create documents from their browser or mobile devices. Conga Composer allows multiple options for downloading, storing and delivering the documents: Downloaded immediately Saves directly in Salesforce or Google drive Emailed automatically Sent for E-signature  Technical Insights Conga Composer can be installed from Salesforce App Exchange but before that you need to Configure Composer as a Connected App, Enable Remote Sites, and Assign Licenses before building solutions. In order to install, you must have one of the below mentioned Salesforce editions: Performance/Unlimited Enterprise Professional Developer You can use Queries, as well as Salesforce reports to create the document. Conga queries contain a SOQL Select statement which is specially built to work in combination with Conga Composer and Conga Mail Merge. You can configure Conga Composer in a Sandbox: You can configure the SF instance so that if you later generate a Sandbox from the production, Conga automatically transfers the license information to the Sandbox. This is recommended for any organization using Sandboxes. Note: Configuring Conga Composer Settings in a production instance will only affect new sandboxes, and does not have any influence on existing, refreshed sandboxes. It is lightning ready and for that we need to make sure that we are on the updated Conga version, else the Conga Composer using Salesforce reports will not work in Lightning experience. In that case we must replace Salesforce reports with Conga Queries as a data source for your Composer solutions. It is recommended that we replace all reports with queries as soon as possible. Add-on to Composer Apart from Composer, there are some add-on apps too using which you can extend the efficiency of Conga Composer. Conga Batch Conga Batch or Conductor saves your time and effort when sending out your documents. You can consolidate, schedule and deliver the documents you create. You just need to choose how you want to launch and send, whether automatically or on-demand. It can consolidate up to 50 records or files for immediate download. Then, distribute as email attachments, eSignature documents, or other common Salesforce record attachments. You can launch it from a button on a list view, page layout, or Batch record. Instead, you can schedule delivery at any interval: hourly, daily, weekly, or monthly.  Conga ActionGrid Conga ActionGrid turns reports into actionable grids so that productivity can be increased, as well as user experience and user-adoption rates can be improved. Its powerful interface enables users to understand and digest their data quickly, to filter and group, to see relationships, and to take action quickly. Edit fields directly in Salesforce like you would in Excel and add records without opening additional forms Allows more advanced filtering It requires additional license like conductor Mass update up to 50 Million rows of data History tracking can be enabled Add information in bulk; copy and paste from a spreadsheet into Conga ActionGrid Create user-based controls and permissions so that the security can be maintained Conga Sign Conga Sign is an easy-to-use, modern eSignature solution built for Salesforce. It creates personalized documents in Salesforce delivers structured, templated communication to any eSignature signer-inside or outside of Salesforce Automates the contract experience with timely reminders, automated eSignature  Tracks the status of eSignature activity Conga Contracts Conga Contracts streamlines and accelerates contract negotiations so that the deals can be closed faster without leaving Salesforce. Simplify and accelerate the entire contract lifecycle Streamlines and accelerates contract negotiations Close deals faster with automated contract creation, controlled negotiations and streamlined reporting Effortlessly bridge the gap between CPQ and eSignature with an end-to-end solution Being built on Salesforce Lightning, it allows to be business-ready quicker than most CLM (Contract Lifecycle Management) solutions in the market Wrap-up: Using Conga Composer, you can deliver your documents in almost any format and by any method, and store those documents anywhere you want. You can provide your teams the power to create documents and reports whenever they need. You can automate the process, schedule documents or trigger to shorten business cycles. By getting rid of all the roadblocks, you can pave way for increased business efficiency, productivity and more happy customers. About Girikon Girikon – A reputed name in the IT service space offers Salesforce consulting and Salesforce implementation services to clients across different domains and industry verticals. As a Salesforce consulting partner they follow industry best practices to deliver quality services and solutions.