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Salesforce To Slack Integration

What is Slack?

Slack is another amazing way to connect with the team faster, and in a more secure way. It is generally used across multiple workplaces. With slack you can not only communicate one-to-one but also can communicate in groups.

Salesforce To Slack Integration

By Integrating Salesforce to slack, we can easily collaborate and connect with teams and can manage service and sales reps. 

Slack lets users to easily retrieve the whole salesforce Information and share with team members , users can view their records in slack itself .Whenever something is shared on slack , we get instant notification regarding it. It can reduce the time to work from a single platform and share the information with just clicks!

Flows are used for automating business processes, It can execute formulas, logics for better results. Flow holds many Components like Screen and more. It can be easily done by Drag and drop tool and increases productivity.

The whole Lightning Flow can be created by not writing a single piece of code.

The Flows includes following Elements:

1. Interaction:

Screen : Screen Element is to create UI parts based on user Requirements.

Actions : All Action Included

SubFlow

2. Logic:

Logic Includes  elements like Decisions, Loop, Pause, Loop.

They are basically used to add custom logic on requirements .

3. Data:

The Data includes Create Records, update Records, delete Records and Get Records.

It is used for linking the external data to store in Salesforce.

Benefits of Flows:-

The drag and drop functionality is easy to implement.

A complex process can be done by Flows apart from using Apex.

A Flow Builder handles simple user interface, easy to use.

It can be easily accessed by non developers too.

Let’s Create a Basic Flow:

I will create a basic Contact Record Page with the help  of Flows

Step 1: Setup < Type “Flows” in Quick Find Box” < Process Automation < Flows

Step 2: Select New Flows to create a new Flow.

Step 3: Select Screen Flow and Create.

Step 4: Firstly add the Screen Element by dragging it from the element section.

Enter the Label and set the Properties as per your choice.

The Properties are Configure Frame which includes Header and footer checkbox. They are whether to show the header and footer part or not.

Control Navigation:- To display the buttons like Finish , Next and Back.

Provide Help :-This is used to guide users for help in any particular field. The Help Text can be customized in various fonts and colors.

Step 5: Drag the Text Component for input and Set the properties.

Do it the same for Last Name and Birthdate . The Birthdate Component will be Date.

Step 6: Connect the Element by drag and Drop

Step 7: Save the flow and run it.

After Running, you can see the basic former created using flows.

Hope you got a Sneak peak of Lightning Flows , how they are executed even without a single piece of code.

To Deep dive into it,

Optimizer App in Salesforce org  is a strong Tool, which helps the Admins to see the overall maintenance. It helps us to drive adoption, manage space, read and prioritize.

Previously, the Optimizer app generated overall PDF with proper results and recommendations,which was difficult to analyse and prioritize critical issues.

The Transformation from PDF to Interactive App!

The newly launched Optimizer App is an Interactive tool, easy to manage  performance and to check overall health of Salesforce Org.

The main change from PDF to Optimizer App is Recommendations can be translated. 

The Optimizer App view includes Features, Type, Estimated Effort, Status.

Type: Which type of feature it is like Report and Dashboard, fields etc.

Estimated Effort: It shows the time taken to manage a specific feature.

It is the best thing for Admins to have a check quickly.

The status shows whether the particular feature is required to optimize or not!

Enabling Optimizer App

1. SEARCH OPTIMIZER IN QUICK FIND BOX.

Setup < Quick Find < Optimizer

2. The Optimizer Setup Page Displayed

Select Allow Access to enable the App.

3. Click the Open Optimizer to see the overall report or we can directly open from the App Launcher too.

4. To Analyse the whole functionality and whole org usage, Run the Optimizer.

(This can take up the 24 Hours or refresh the tab to see the results)

5.From this View, you can select Individually features to see the detail report .

6. While clicking on any feature, Results are shown with Recommendations and

Data List includes all the components.

Recommendations are to help how we can optimize the org in an efficient way.

Help resources mentioned for more guidance for optimizing.

To optimize according to Report, select View in Setup ( Top Right Corner). To do changes in org.

Dynamic Action & Forms was released at Summer’20 Release , which was a beta version. But now in Winter’21 Release , they are generally Available for custom objects and it’s still beta for standard objects.

Dynamic Forms and Actions break down page layout into individual field components. Each field is treated as a component. We can make changes in individual fields. There is no need to go to page layout for customizing and  removing the fields, it all can be done from Builder itself.

They are in dynamic nature to make it easy to use.

Let’s see how to Set Dynamic Forms:

Steps of Creating Dynamic Form!

Step 1:  Setup > Record Page Settings > Turn On Dynamic Forms > Save

Step 2: After Enabling Dynamic Forms, edit the Custom Object  Record page where we want to add actions.

Custom Record> Setup Icon> Edit Page

Step 3: After viewing Record Detail , for Existing Pages we simply have to upgrade it. Click Upgrade Now.

Step 4: Once it’s all set up we are ready to add fields and Dynamic Actions in the page.

We can add  or remove fields easily, also can set to Required or Read Only Field Apart from doing it from Page Layout.

Step 5 : Click Save and Activate

Dynamic Actions

Repeat till Step 2 as mentioned above

Step 1: Dynamic Action to be Added in the Highlights Panel, When we click Highlight Panel.

We have to select the checkbox to enable the Dynamic Actions.

Step 2: After Enabling, Add Action option Displays.

Step 3:Add the Actions as per your Requirement and select Done.

The Eye Icon shows the Visibility Rule of the Action. Earlier we used to do it by Record Types.

Now by Dynamic Action , we can set Visibility Criteria.

Step 4:  Click Save and Activate.

Here we go, We have created a whole new Custom Record Page by Dynamic Forms and Dynamic Action .

What is Salesforce?

Salesforce is a Software as Service (SaaS) cloud computing platform.

It was founded by Parker Harris & Marc Benioff in SFO in 1999.

It is known as the world’s largest CRM platform. It provides Customer Relationship Management, sales, support and even for Marketing professionals. Thus, a total business solution.

In 2020, Salesforce was named as Leader in Magic Quadrant for 12th Consecutive year.

Organizations use Salesforce to connect with customers, and customize as per their needs. The cloud-based platform lets you track customers success, support and the case raised by customers.

As per Salesforce.com , the companies using salesforce:

27% increase in sales revenue

32% increase in lead conversion rate

34%increase in customer satisfaction

56% faster deployment

Salesforce includes various platforms as service cloud, health cloud, marketing cloud, analytics cloud, app cloud and more.

Salesforce is intended to support all parts of the cutting-edge business, and houses a few item trees underneath the Salesforce umbrella.As Salesforce items are situated in the cloud, they can be consistently coordinated, as well as with external applications, for example, email, online media, Microsoft Office and substance the board frameworks.

Salesforce is additionally totally adaptable, which permits clients to assemble their own custom-fit solution that impeccably benefits the requirements of their business — no missing the mark, yet in addition no superfluous applications occupying room.

WHAT ARE THE (SYSTEM) REQUIREMENTS FOR SALESFORCE?

Salesforce is a cloud-based CRM platform and so does not have minimum system requirements in the way that an on-premise CRM solution would. However, web network is required, and the Salesforce online application is just viable with the accompanying programs:

Google Chrome

Mozilla Firefox

Microsoft Internet Explorer

Health Cloud underpins the standard Salesforce information model. Patients or individuals and different members are spoken to as Person accounts.

1. Types of People in Health Cloud

A Health Cloud patient or part is related to a patient or part record, an individual or individual record, or an applicant’s persistent record.

Patient or Member A patient or part is an individual (record and contact) that has a consideration plan (case) ID in the record’s Care Plan query field. The individual must be essential for a consideration group (case group) in the function of patient or part. This relationship can be made to the contact record of the individual or the network client record, on the off chance that they’re empowered for networks. Normally, a patient likewise has an EHR Patient record that focuses on their record.

Lead You can transform existing Salesforce leads into patients utilizing Health Cloud’s custom fields on the Lead object. These extra fields catch significant patient data, similar to an individual’s clinical record number and the name of the patient’s consideration organizer.

Candidate Patient An Candidate Patient is just a column of information on the Candidate Patient article. Competitor patients can be changed over into patients utilizing the transformation cycle in the Health Cloud support. The cycle makes the records and connections for the patient, with the goal that the patient is accessible in the support.

2. Supporting Health Cloud for Care Providers

Clinical information that originates from EHR or other clinical frameworks is basic to the arranging, execution, and the board of facilitated care plans for patients. Clinical information can be incorporated with Salesforce utilizing a few standard APIs, to plan messages from EHR frameworks into Health Cloud articles and fields.

The Health Cloud clinical information model is like the Fast Healthcare Interoperability Resources (FHIR) detail. The information model backings simpler and more direct clinical information joining from other source frameworks. When conceiving a usage technique, you or your mix accomplice map messages from the electronic wellbeing records framework to the right Health Cloud object. Information is duplicated into the clinical information model with read-just access. Information that begins in the EHR or other clinical frameworks is seen just, so the source framework remains the arrangement of record.

Health Cloud utilizes the accompanying norm and custom items to oversee tolerant information.

Account—In Health Cloud, the record for a patient is an individual record, not a record speaking to a business or an association. Contacts and records that speak to guardians or outside medical services suppliers are related with the record through the patient consideration plan (case record).

Contact—In the Salesforce information model, contacts are the individuals related with the patient, for example, relatives and pros who are outside of your association. A contact must be identified with a record. At the point when you set up and use Salesforce Communities, the Contact object underpins correspondence inside the private patient network. Care colleagues are included as either outside contacts without network access or as network clients and contacts, which gives them network access.

Client—Health Cloud incorporates interior Salesforce clients and network clients. Every client type has distinctive admittance to records and capacities. Interior clients approach tolerant information, when conceded. Network clients don’t approach persistent information.

Case Team Member—A patient consideration colleague is essential for the group that deals with errands in the patient’s consideration plan. In Health Cloud, care colleagues can be relatives and medical services suppliers from outside of your association. They can likewise be inward Salesforce clients, similar to the essential consideration doctor. When Salesforce Communities is empowered, care colleagues with admittance to the network use Case Feed to work together around the patient and the consideration plan. Care colleagues who are no one but contacts can’t sign in to Salesforce, so they don’t approach Chatter for the situation feed or to the patient consideration plan.

Case Team Role—The Case Team Role object speaks to a function for an individual from the patient consideration group, for example, Caregiver or Physiotherapist. Care organizers appoint jobs when they add a part to the private patient network. The case group job additionally controls admittance to the case and the consideration plan, and controls perceivability of the client in the network.

Case—In Health Cloud, the consideration plan is related with the case record. The case authorization controls admittance to the components of the consideration plan, to the consideration group (Case Team), and to the correspondence inside the patient’s locale. All consideration colleagues are related with the patient’s contact record through the Case object.

Issues—Each care plan has a rundown of clinical or non-clinical medical problems that must be tended to. The conditions, issues, concerns, and judgments that are overseen and moderated by this arrangement are spoken to in the Care Plan Problem custom item.

Objectives—Represents the planned goals of doing a consideration plan.

EHR Clinical Data Objects—The custom items that hold quiet information that originates from the EHR arrangement of record. For instance, EhrCondition__c speaks to itemized data about conditions, issues, and determinations perceived by a clinician.

Salesforce Marketing Cloud is a client relationship the board (CRM) stage for marketers that permits them to make and marketing relationships and campaigns with clients.

A Brief History

Before Salesforce came out with advertising cloud in 2012, there were different difficulties in advanced showcasing. I have recorded those difficulties underneath:

The development of online discussions and measurements required a stage that could deal with the colossal measure of substance being delivered.

All the information that was accessible on a client was stuck in storehouses and was not being used.

Discussions among associations and clients were dispersed across different channels.

Organizations battled to discover the degree of profitability over various channels.

To settle these difficulties, Salesforce thought of the showcasing cloud – one stage to incorporate every single social program and information.

Why Salesforce Marketing Cloud?

 Salesforce advertising cloud is one of the market chiefs in the promoting cloud area alongside different mists like Adobe showcasing cloud, IBM advertising cloud and Oracle advertising cloud. Salesforce showcasing cloud has an absolute piece of the overall industry of 24%, second just to Adobe promoting cloud. The following is a picture from google patterns demonstrating the premium in various advertising mists over the long haul. As should be obvious, the premium for Salesforce showcasing cloud has been expanding quickly.

Organizations like Aston-Martin, Vodafone, Philips, Western-Union, General Electric and so forth, who have gigantic client bases use Salesforce advertising cloud to interface with their clients. Organizations that embrace these apparatuses have a sensational bit of leeway, presently, however well into what’s to come.

What is Salesforce Marketing Cloud?

 Promoting cloud is the stage for conveying significant, customized ventures across channels and gadgets – empowering advertisers to convey the correct messages to the ideal individuals through the correct channel. The following is a picture that shows the various functionalities that Salesforce showcasing cloud gives your association – venture manufacturer, contact the executives devices, content administration devices, examination developer and different channels like email and versatile.

We have seen with respect to why Salesforce bought the advertising cloud into the market and why your association ought to think about utilizing it. Presently, we should jump profound into the item and investigate the various stages and channels that Salesforce showcasing cloud gives.

The Salesforce advertising cloud is based on Salesforce foundation and on Fuel stage. It comprises different stages which you can use for your association’s showcasing reason. A Customer Data Platform which you can use to store your client’s information. A prescient knowledge stage which you can use for building prescient models of 1-to-1 client’s excursion. It likewise comprises a stage for keeping up your association’s substance and messages. It additionally gives devices to perform investigation and showcasing procedure on information acquired from clients. You can associate with your clients across different channels like email, versatile, advertisements, interpersonal organizations and so on You can likewise utilize applications recorded on center trade to add extra showcasing highlights to your promoting cloud.

Google Analytics 360: Integration For Marketing Cloud

The Google Analytics 360 incorporation with Salesforce Marketing Cloud allows you to distribute audiences made in Analytics 360 to Marketing Cloud, and utilize those audiences in your Salesforce email and SMS direct-showcasing efforts, which can further be utilized in Marketing Cloud Journey Builder.

What is Google Analytics 360?

In an advertising world that is humming with phrases like “showcasing stack mix”, it’s no enormous astonishment that Google has delivered a set-up of big business level items that together, structure a more complete platform.Google Analytics 360 expects to assist advertisers with getting an all encompassing perspective on their web based promoting endeavors by means of less independent tools.But the inquiry is: Will Google Analytics 360 genuinely make internet showcasing a more consistent encounter, or will clients actually be feeling the loss of the key data they need to settle on more educated advertising choices that already hosts been provided by third-get-together arrangements.

Google Analytics 360 Products

Inside the Google Analytics 360 suite, there are six products aimed at connecting marketing teams for their daily work.

Google Analytics 360: In the past known as Google Analytics Premium–the paid, undertaking level device for enormous organizations.

Google Optimize 360: This item in the suite permits advertisers to A/B test encounters without composing any code. From here, advertisers can pinpoint which site/promotion variety is best for various crowd sections.

Google Audience Center 360: The information stage that connects to Google DoubleClick and Adwords (just as other outsider suppliers and request side advertisement stages) to assist advertisers with associating clients on various channels and gadgets.

Google Tag Manager 360: Home to label the executives of APIs and site code for smoothed out work processes and more effective dynamic.

Google Data Studio 365: Apparatus for rapidly and effectively sharing constant advertising information perceptions across organization divisions.

Dynamic lists are “smart” lists that automatically add or eliminate possibilities dependent on the models you set up. They are anything but difficult to set up and they maintain themselves, which settles on them an extraordinary decision for building records around data that changes regularly.

Pardot dynamic lists are an amazingly valuable auotmation tool that all Pardot clients can get the advantage of. To put it plainly, they consequently portion your possibilities, in view of coordinating a bunch of rule-based models.

Salesforce Health Cloud has the highest level as a medical services CRM. The product plans to put patients at the core of each choice, reinforcing connections and improving results. I’ve assisted organizations with enjoying yours execution and use Health Cloud to empower their staff with instruments to convey a superior patient encounter. You can utilize this product to weave together the entirety of your innovation devices, eliminating information storehouses, empowering home administrations, and utilizing information from numerous sources to improve your nature of care. 

HL7 (Health Level Seven) is a norm for trading electronic health records (EHR). You can parse EHR information sent by means of HL7 information messages and store it in the Salesforce Health Cloud information model. You can make parsers or use parsers provided by Health Cloud. 

Salesforce is focused on interoperability and the utilization of principles to encourage the trading of health care information. As a democratic individual from HL7.org, Salesforce can share extracts of HL7 guidelines, post the norms on Salesforce computerized resources, and use HL7 hierarchical and “Care Connected” logos. Here we reference a portion of the key information components in the HL7 norms to encourage planning to the Salesforce information model.

Mapping FHIR v4.0 to Salesforce Standard Objects

The Fast Health Interoperability Resources (FHIR) standard characterized by Health Level Seven (HL7) empowers medical care frameworks to work consistently together upgrading their interoperability. Cloud’s Clinical Data Model is working to line up with HL7’s FHIR R4. Be that as it may, in view of the manner in which the Salesforce stage works, the Salesforce execution of FHIR R4 isn’t indistinguishable from how it’s characterized by HL7. Here’s the means by which different FHIR assets guide to fields in various standard articles in Salesforce.

Storing HL7 Admission, Discharge, Transfer (ADT) Data in the Packaged EHR Data Model

The HL7 Admission, Discharge, Transfer (ADT) message handles data, for example, the character of the patient, the patient’s closest relative, understanding visits, payers, and hypersensitivities. Information components in ADT messages are put away in the Salesforce Account and Contact objects and in Health Cloud custom items in the bundled EHR information model. Components are recorded here arranged by succession number in the HL7 standard.

Storing HL7 Clinical Document Architecture (CDA) Data in the Packaged EHR Data Model

Clinical Document Architecture (CDA) is a report markup standard that indicates the design and semantics of clinical archives with the end goal of trade between medical care suppliers and patients.

Storing HL7 Observation Results (ORU) Data in the Packaged EHR Data Model

The ORU message sends perceptions and results from the creating framework, (for example, an EKG or MRI framework) to the requesting framework, (for example, a doctor’s office).

Storing FHIR Data in the Packaged EHR Data Model

The FHIR (Fast Healthcare Interoperability Resources) particular is offered as a predictable, simple to execute, and thorough instrument for trading information between medical care applications. It very well may be utilized as an independent information trade standard or in blend with different guidelines, for example, HL7.

Salesforce’s Pardot is currently the hottest marketing automation suite in the market. It helps companies engage with prospects and leads who interact with them online in a simpler and smarter way, by bridging the gap between the sales and marketing teams to improve their ROI.

For Sales, Pardot works to improve the quality of leads through lead scoring, tracking and nurturing. It progressively profiles prospects based on their interests and provides the Sales team insights into how the prospect interacted with them through their website, social media, google Ads and other mediums like opening links in an email, or filling out a form requesting product information even before they become registered prospects. 

For Marketing, it offers an entire suite of tools to interact with site visitors and prospects. It also provides customer profiling, automatic communication with customers using dynamic content and much more. Pardot enables the teams to design lead nurturing programs for market segments and customer groups at all stages of the pipeline. 

Pardot provides detailed analysis of the marketing campaigns that have paid off to bring in sales by providing marketing managers distinguished analytics between hosted campaigns i.e ones which worked and ones that did not work well and allows optimization so that future marketing promotions work in a more efficient manner.

Improving the Customers Experience with Salesforce Pardot:

A Salesforce item (it’s essential for the Marketing Cloud), Pardot empowers associations to track and quantify the adequacy of their interchanges, acquire knowledge into client conduct, and customize content across crusades dependent on quite a few explicit standards. You’ve heard the maxim, Right Place, Right Time. With Pardot, you can be certain that you’re speaking with the right individual at right time.

Here are some different ways Salesforce Pardot can influence your Customer’s experience: 

Email Marketing:

Pardot offers numerous features and tools including emails and email templates,Highly personalized automation features, that upto 10,000 email addresses and customised pre-designed templates to make you an expert marketer. It also offers prospect segmentation, automation of marketing tasks, as well as easy ways to create forms and landing pages. It helps you host smart and budget friendly email marketing campaigns using an easy-to-use intuitive editor. 

Inside and out Prospect Tracking:

Pardot’s capacity to site track prospects even before they become enlisted possibilities or clients is incredible. It makes an IP look-into programming like LeadForensics pointless! Not just that, Pardot additionally offers web-based media, online classes, Google AdWords, sandlot and much more. Moreover, it allows you to find out about possibilities through reformist profiling, and consequently try not to bombard perusers with immense arrangements of inquiries. The entirety of this offers unbelievable experiences into possibilities, interests and needs. What’s more? None of this is conceivable with MailChimp, Aweber, or Upmail (at the season of this composition). Club this with different highlights of Pardot like its capacities for personalization/dynamic substance and rundown building computerizations, and you have inconceivably deals.

Prospect Grading and Scoring:

The software distinguishes between lead grading and lead scoring. A perfect combination for scaling sales while providing detailed customer insight.

Lead Nurturing:

Studies have demonstrated that supported leads far outspend non-sustained leads. Pardot empowers you to configuration lead sustaining tracks for all phases of the pipeline. For market sections, and client gatherings. Take a rundown of possibilities and run a sustaining program. Pardot has a weapons store of formats for messages, greeting pages, and structures.

Best Integration with Salesforce among Marketing Automation Platforms

As Salesforce proceeds to carry out Pardot SSO across all records, numerous Pardot clients are currently being welcomed with the accompanying mistake message when attempting to login to Pardot.

Back in June 2020, Salesforce reported they were ceasing Pardot-Only Users and moving to SSO. Starting on February 15, 2021, and corresponding with the Spring ’21 delivery, Pardot’s client confirmation framework has been stopped and all clients will be needed to utilize Salesforce single sign-on (SSO). All Pardot clients not empowered with Salesforce SSO by Spring ’21 will lose the capacity to sign into Pardot until they are associated with a Salesforce client. This influences your clients with Pardot-just access, that utilizes the Pardot API, just as the Pardot WordPress module.

How To Fix It – Get Back Into Pardot

Distinguish Pardot just clients 

Guide each Pardot client to the comparing Salesforce client 

Distinguish clients that don’t have a Salesforce client record and make a record for them. 

Distinguish clients that are attached to API incorporation. Put to the side briefly. These clients should be overseen in an unexpected way. 

Update API clients to be SSO agreeable (stages 3-5) and update API Integrations to utilize SSO clients 

Empower SSO for those clients. 

Affirm clients can get to Pardot through their Salesforce qualifications

Empower Salesforce User Sync 

Of all the fields and relationships available to us for custom and standard objects in salesforce, the Formula field is probably one of the most used ones. Let’s dive more into the depth of the formula data type. Formula field in salesforce is a read-only field that derives its value from a formula expression that we define while creating it. The formula field is updated when any of the source fields change.

Formula field can return the output value in the following 8 data types.

After selecting the datatype for the formula; the formula builder opens up. Formula Builder is a very powerful tool with advanced functionalities where we can build our own formula according to our business requirements and explore it in many possible ways. 

Formula builder also has different operators with the help of these operators, we can manipulate data coming from source fields. For instances where we want to get a result from two input values(considered as operands),

Operators are our bridge between the operands that we are using for the manipulation.

With the help of this insert field option, we can insert the API names of the source fields that we are using for the manipulation. It also allows us to insert the fields from the other objects who are in relation(Lookup relation / Master-Detail Relation) with the current object on which we are creating the formula field.

With the help of this Check Syntax button, we can check the syntax errors in our writing formula. This also displays the error description in such a way that everyone can understand the error and can quickly solve it.

In technology terminology, Asynchronous operation means that a process operates independently of other processes. Generally, we use asynchronous apex when we need to do an operation on a large dataset, or a very general use case is to call the external web services.

A future method runs in the background, asynchronously. You can call a future method for performing long-running operations,and those future methods run in its own thread,on its own time. Each future method is queued and run when system resources become free.That way, the execution of your code doesn’t have to wait for the completion of a long-running operation.A advantage of using future methods is that few governor limits are greater, such as SOQL query limits and heap size limits.

The Syntax for Future Method:

Use @future annotation before the method declaration. Methods with the @future symbol must be static methods, and can only return a void type. The specified parameters must be primitive data types. Methods with the @future annotation cannot accept sObjects or objects as arguments. The main cause why sobjects can’t be moved as arguments to Future methods is the sObject might replace between the time you call the method and the time it executes. In this case, the future method will get the old sObjectvalue and might overwrite them. A future method can not call on another future method. Future method callout

The following is an example of a future method that makes a callout to an external API. In the below picture, the future annotation takes an add on parameter (callout=true) to indicate that callouts are allowed.

When We Use Future Method: We can also apply future methods to isolate DML operations on differents Object types to prevent the mixed DML error.

limitation of the Future Method:

Salesforce adoption is an amusing task, which is more complicated than it sounds. SF adoption to put it simply is to enable users to use it as an inhouse tool for CRM purposes. It is possible for organizations to leverage on the SF adoption platforms to achieve their strategic objectives. SF is rated to be the best CRM applications available in the present. According to reports SF can improvise the Sales & Revenues of the SF adopting organizations by around 30%. With such an impressive ROI forecast, any organization shall prefer to adopt Salesforce to reap the benefits. But the fact lies with the consideration that the users have been able to utilize the CRM applications to its fullest potential.

The adoption process has been divided into a series of steps to make it easier

1. Management Interests

It is the interest of the management to roll the wheel and support the change. The top management and the senior leadership of the organization has to comprehend the need and drive the change which becomes a crucial part of Salesforce adoption in the organization.

The leadership team can show the way by demonstrating a personal interest. This can be done by starting conversations, sharing reports and insights, regularly reviewing the SF adoption metrics and celebrating the activities of the user, thereby motivating the team.

The adoption process has been divided into a series of steps to make it easier

2. Learn from the existing End-users

The end user plays a pivotal role in the SF adoption process. The needs of the end user has to be addressed and should help them empower in doing their work both effectively and efficiently. It is important that the team understands the challenges that can be addressed by Salesforce to help them accomplish their task. It is a great way to bring in acceptance from the users. Also gathering the constructive feedback of the existing processes in the organization would help in working out a right fit for the organization.

3. Organization Long term objectives

Implementing Salesforce is a generally a long process and the benefits of any applications can only be observed over long periods of usage. After the migration to the Salesforce platform ensure that the users are well engaged and are not abandoned. Additionally training is a success only if periodically reviewed and updated.

4. Implement priorities for Training

Any end user cannot comprehend all aspects of the application or a platform immediately and a certain path has to be chosen to proceed with. Mind mapping and training plan has to be chalked out before giving or implementing any training. All the training can be considered complete if the users are conversant in handling the works without reaching out for any help.

5. Initiate a Salesforce Pilot Run

Prototypes and Pilot runs are one of the many easy to check the success of any innovation or change management in the system. Instead of rolling out Salesforce across all the depts. at once, it can be done one department at a time. This would help in understanding pain points and understand the strategy to be adopted.

6. Encourage Trailblazer Community interactions

Salesforce has a self-help and a learning platform is known as TrailHead and the users who are enrolled are known as Trailblazers. This develops peer-to-peer learning and also works out to be a great platform to share knowledge and ideas while harnessing the power of Salesforce. This shall enable to gain confidence in the users and also motivate them to utilize various features across the platform.

7. Salesforce Onboarding is a continuous process

Salesforce as a product or a platform is continuously updated with upto 3 releases a year. The users can deliver better results only if the users can engage by upgrading themselves by going through the releases.

8. Recognize, Reward, Repeat

All throughout the process it is vital to recognize and reward the efforts to embrace the system completely. Recognition can be in any of the various forms such as incentives, prizes or reward in a common forum.

9. Measure the effectiveness of Salesforce Adoption

A heatmap is a graphical representation of data that uses a system of color-coding to represent different values. Heatmaps are utilized in various kinds of analytics but are most commonly used to show user behavior on specific web pages or web page templates.

Generating a Heat Map in Salesforce

Are you attempting to search out where your top clients or possibilities are found geographically? Being able to see this information during a heat map can help you to discover your top objective clients, oversee an area realignment, increment headcount during a specific territory, and bunches of other use cases. this content will rethink the best approach to create a geographic heat map by utilizing Salesforce Account Data, particularly, we’ll be utilizing only the postcode information of accounts.

Creation of Google Fusion tables

To start with this, you have to follow some steps:

create an account on google and get started with a Drive. 

Click on the New button in the left section of google drive

Select the more option in the new tab, and then go to connect more apps and select Fusion tables as shown in the below image.

Salesforce Report Exporting

You can get that information by making a report in Salesforce, select the Account Report type, and pull out any pertinent information inside the channels. In the segments of your report, determine ‘Postal district’ as one of the information focuses that we need to trade. The Zip Code information will permit us to plan with the assistance of Fusion tables and the Google Maps API. When your report is made, how about we trade the report as a .CSV.

Now let’s upload this data to Google’s Fusion Tables

By default the set country is the United States, you can change the country easily, just hover the cursor over the header menu, you will see the change option, from there you can change the country easily.

Now you can see the Zip Code column is referred to as location, in the map Country tab select Zip as the location, Once this is selected, the fusion table will start Geocoding for you. After Geocoding you can see the result same as in the below image.

With Lightning Sales Console we can play with sales tools with a great ease, such as with prospect leads, close deals, and manage and customize it as per the use-case.

EXPLORING SALES CONSOLE:

As we can see here, in the above picture sections are numbered to easily explore the sales console.

Whenever we open a sales console, we are able to traverse through all standard as well as custom objects. In this example, we have a custom object called an Employee.

Here, a record is displayed. Its details are displayed here. It displays the page layout of that particular record. It even covers all system information like, record owner, created time etc.

This is the Related tab. Here we can see all the related lists that we created for that object and record.

It has other options too like creating a new case, deleting records, editing it, changing owner, changing record type, printable view etc. This basically allows doing all the editing stuff regarding records and objects.

It is an easy navigation through all the related lists created for that object. Related lists allow us to filter out certain records and display it to users as per their use-cases.

History tab provides a traversal through our recent activities that we do with the sales console.

UTILIZING AND CUSTOMIZING SALES CONSOLE:

Sales Console provides an immense benefit to business use-cases. Users can create custom objects and handle it in various ways using a sales console.

Also we can add tags of our custom objects to these apps as it provides an ease while inserting records into the custom objects.

With a business use-case perspective, users can create and customize their own apps using app manager and again manage it here in a sales console.

 In the picture below, a custom app is created with the name ‘Payroll System’. Further it can be utilised for maintaining payrolls of all employees in employee objects. 

Likewise, we can use a sales console for business use-cases as per demand of clients.

CONCLUSION

In nutshell, a sales console is perfect with a utilization perspective for sales and marketing people. Multiple applications can be used by these agents to keep the context of cases as per the use-case of business.