ARE YOU READY FOR CLOUD TECHNOLOGIES?
Sep20

ARE YOU READY FOR CLOUD TECHNOLOGIES?

Whether you accept or not but Cloud Technology is a great tool for businesses looking for staff productivity. Availability of data from remote locations, significantly reducing IT costs. Then why we are still not open to accepting its benefits without having second thoughts? Let’s Not to forget the human tendency, not to accept new changes. We all like the way in of which we are comfortable & habitual about. Anyone working in IT industry know the market shifts way too fast they can come up with, technology comes fast and goes fast, to stay ahead in competition companies need to make quick decisions. At some point companies need to take that “BIG STEP”, the step which they fear about but crucial for their success. But before taking that first big step, you need to ask yourself what is CLOUD? and are you ready for it? Let’s throw some light on it which will eventually gear you up for the CLOUD TECHNOLOGY. THE CLOUD IN BRIEF With cloud now there is no longer need to use your computer hardware to store data. Cloud enables you to access information and applications over the internet from almost anywhere. It keeps you informed to make good decisions for your business. You just have to log in to a portal and order your cloud services. The cloud services are provided by your service provider which can act as a virtual machine & a gatekeeper of cloud technology and resources. Now the provider will validate your request and once confirmed it will give a portion of a service set onto their platform. Generally, we prefer this kind of setup as Saas- (Software-As-A-Service) model. WHO ELSE CAN BE ON CLOUD WITH ME? This is the most attractive feature of the cloud. The sharing of files and documents entirely depends upon you. It can be shared with whoever you want to give access to. It is you who give permission to an employee what to access and what not to access. This helps you to keep your information safe, avoid the risk of losing your valuable information and minimize the risk of virus or malware. THE GOALS TO BE ON CLOUD Cloud is inexpensive. It is installed online so no need to install local software onto your system. At a very low cost, you can increase your storage size and memory. It allows you to pay on monthly or yearly basis making it flexible for the users. It helps you to terminate your service usage anytime and only has to pay when you use your services & resources. There can be many reasons for the same why?...

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Shoot Your Marketing & Sales Automation to New Heights With Salesforce Pardot
Sep12

Shoot Your Marketing & Sales Automation to New Heights With Salesforce Pardot

Salesforce Pardot for business offers effective, integrated campaigns that incorporate and nurtures leads better than your traditional software. CRM integration, social media marketing, micro-level web analytics and personalized content, all add up to a quantifiable ROI for organizations with multi-touch sales cycles. Pardot enables B2B marketing automation giving businesses the power and flexibility to integrate marketing activities with a cloud-based solution that shows your sales team exactly where to spend its time in order to maximize ROI. The system automatically scores prospect leads on the basis of their activity on your website and, provides hard data for an otherwise subjective sales process. Leads that are not close to conversion are automatically placed into nurturing tracks. Pardot can serve marketers that manage a small or mid-size contact database, up to a few million contacts. Midsize organizations that primarily focus on B2B sales and marketing automation will find Pardot, a Salesforce lead Management company very viable. Pardot is offered in 4 different editions The Group Edition offers fundamental lead scoring and email marketing, while the Professional & Enterprise Editions offer the core marketing automation function, desired by most users. The Ultimate Edition offers other beneficial add-ons, such as email messaging, additional storage space, and a dedicated IP address. As per popular review sites, Pardot is used by over 300 companies in 10 countries and the vendor boasts a customer retention rate of 96%, without a contract. Technology Pardot is a cloud-based ‘Software-as-a-Service’ application, built on the Force.com platform. It integrates flawlessly with Salesforce.com, Microsoft CRM, SugarCRM, and Netsuite. Differentiators Pardot offers the following key differentiated advantages: Powerful lead scoring engine Desktop application for real-time alerts to sales and marketing representatives Free iPhone app for customers No contract, pay-as-you-go monthly pricing Unlimited number of users and contacts in your database API for custom CRM system integrations Features Some of the key features of Pardot: Lead management and nurturing Easily filter high-quality leads, adapt programs based on results and evolve goals Identify effective content and channels to maximize cost savings Set up workflows to assign prospects based on score, territory, industry and other factors you determine Personalize the buying experience by dynamically changing email and website content based on a prospect’s score, grade, industry, job title, and more Social Marketing Capabilities Monitor and communicate with customers who share opinions and experiences about your company’s products and services Get profile data of prospect customers from social media accounts Post to social networks and track valuable metrics, develop attractive e-mails, landing pages as well as launch campaigns Seamless Integration Bridge the gap between your CRM platforms, including social sites and webinar platforms, with a suite of analytics, social and online marketing connectors...

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Cloud For Business
Sep08

Cloud For Business

According to a recent survey of over 300 tech consumers, it was found that 91% of people heard the term “Cloud” along with knowing what exactly cloud is. There were around 6% of people who heard the term but were not aware of what cloud is and only 3% were there who never heard the term “Cloud”. If you are the one who doesn’t know what cloud is then, it’s right time for you to get familiarized with the term.   HOW CLOUD TECHNOLOGY HELP YOUR BUSINESS? Cloud helps you reducing cost, increase your storage, easy to setup and provides worldwide access. Everyone has come across these pros and cons of Cloud but now let’s dive into a different world. Here instead of looking into the extreme details and writing everything, let’s focus on stats. It will help you clear your doubts and will make your understanding better. 42% It helps to access data from anywhere, at any time and on any device. It helps in increasing productivity and allows the exchange of information in a much faster way. 20% Secure storage of data in a central location and away from the office. This percentage is low because we have a single server and multiple users who are using the same server. Your data is with the third party so this is always a matter of concern especially protection of data from viruses and malware. Though there is always a way out so for the same you can opt for customizable spam filtering and take effective measures. 10% Potential to reduce cost. As everything is online so there is no need to install any software for the same. There are many applications which provide us with free cloud usage. One can easily increase memory size and storage capacity in very low prices. It provides an advantage to the buyers too by providing them to pay on a monthly or yearly basis for their plan. It becomes very flexible as it comes with “Pay and Use” model. It charges only for the services you use and one can terminate it anytime without providing any further costs. 5% Less need for servers and other storage hardware. It provides cloud computing to get setup in a just couple of minutes. One can adjust the settings and setup passwords and choose the platform where to use. It reduces the cost for storage as we no longer need any kind of hardware. With the cloud, we don’t need too many servers which make our lives a lot easier. 4% Better Collaboration and sharing across the workforce. It provides effective communication among the clients and...

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Testing Strategies for Developer
Jun12

Testing Strategies for Developer

Salesforce provides a framework for testing apex code. Testing is the key to successful software development. Before deploying apex code, try to cover as many lines of code as you can. At least 75% of your Apex code must be covered by unit tests else your code will not be deployed to production. Why Test? You should not write test classes by keeping in my mind just to cover 75% of your code but should always try to cover your entire code before deploying to production. Test provides assurance of functionality Test reduce cost of change Test encourage modular and reusable code Test help document expected behavior Test + Code = less likely produce the bug What to Test? Things that should happen to happen (Positive) : Positive testing is a way to test expected behaviour of code that you wrote is suppose to do. Things that should not happen to happen (Negative) : This is the hardest and important thing to test that verify if the error messages are correctly produced along with the positive working of test cases, within the limits cases. User Access : This is basically the manual testing, which we perform by seeing the aspect of end-user test is done when we think of user interaction. This type of test is done by hand via insert, update, delete and undelete the records. Exceptions : Exception testing tests expected behaviour of code when an user with restricted access to sObjects are used in code. Bulk Testing : This test comes in when a class, trigger or any apex code insert and update data in bulk. We need to test the class by creating more than one record in multiple scenarios. Test Structure Principles for Best Practices Principle #1  Use of Asserts : Assert is the method of System Class. It is an important method for test class which is used to check the expected result of test scenario. “A test without assert method isn’t a test, it’s code execution.” There are three in-built assert methods which are as follows: assert(condition, message) assertEquals(expected, actual, message) assertNotEquals(expected, actual, message) Every test method should include at least one assertion. Principle #2   Use startTest() and stopTest() startTest() methods are used to reset governor limits. The code between Test.startTest and Test.stopTest executes in fresh set of governor limits that means your setup code will not interfere and give you false positives (or negatives) surrounding governor limits. stopTest() method focuses on asynchronous code to complete. In general, one should follow these steps while writing test class: Create your test data Start the test Use that test data within your tested...

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Data Loader VS Batch Apex
May25

Data Loader VS Batch Apex

Data, data, and loads of data!! Would you still prefer to migrate this lot of huge data in the old traditional way by creating the number of excel sheets, matching it, again and again, to avoid any errors, giving strain to your eyes and wasting much of your time? Let’s suppose somehow you managed to import million of records and then end up with inserting few wrong values. Alas, now for sure you have to do it all over again. If we are living in a high-tech world then why would you want to do things manually when it can be done programmatically. Yup, we can insert a lot of data using just a Batch Apex. Though both Data Loader and Batch Apex has its own advantage in their own ways but you have to be judgemental to use it wisely. Let’s throw some light on both of these. DATA LOADER- What’s this??? Before we waste any time, let’s first understand what Data Loader is. Simple but yet powerful, it’s a Desktop tool to migrate data from two IT systems. It generally focuses more on migrating data in between two different environments. Consider an example where you want to migrate a .csv file from your old legacy system to Salesforce cloud-based system, this can easily be done via Data Loader. Other Use Case Scenario: Want to have a daily backup of your customer records. Importing records of emails that you want to update for lead comparison. Importing a report file that is been generated in third party marketing automation tool that you want to link with Salesforce accounts. How It Function?? When you import data, Data Loader first reads it, then extracts it and lastly loads data from CSV files or database connections. See operations below:     DATA LOADER- Advantage Data loader has too many advantages in its own way: The first and the foremost advantage is its automation process for complete data migration & yes! it’s hassle free. It helps you insert, export, update and delete data. One can perform DML Operations on up to 5 million records. It is an easy-to-use GUI-based interface. Drag and drop field mapping is one of its features. Detailed files showing success and error messages make it more easy to use. It supports Windows or Mac. BATCH APEX- What’s this??? Large sets of data is not a piece of cake for Data Loader in any way, It’s when Batch Apex comes into the scene. It generally focuses on processing bulk data within SFDC. It is easy to use with large volume set of data for migration. What one needs to do is...

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Salesforce Web Service Testing Tool
May06

Salesforce Web Service Testing Tool

WEB SERVICES Web service or API is a collection of procedures or software components that help an application to interact or perform some process/transaction by forming a connection between other application or server. There are basically two types of web service – REST and SOAP to drive the communication of data and information over internet protocol. Two specifications for Web Services are illustrated in this section: SOAP, REST SOAP SOAP was originally part of the specification that included the Web Services Description Language (WSDL) and Universal Description, Discovery, and Integration (UDDI).It is an XML-based protocol for accessing web services. SOAP defines a standard communication protocol (set of rules) specification for XML-based message exchange. SOAP uses different transport protocols, such as HTTP and SMTP. The standard protocol HTTP makes it easier for SOAP model to tunnel across firewalls and proxies without any modifications to the SOAP protocol. SOAP can sometimes be slower than middleware technologies like CORBA or ICE due to its verbose XML format. SOAP messages are hard-coded or generated without the use of a repository. The interaction is illustrated in the figure below.   Representation State Transfer (REST) Representation State Transfer (REST) appeals to developers because it has a simpler style that makes it easier to use than SOAP. It also less verbose so that less volume is sent when communicating. REST web service permits different data format such as Plain Text, HTML, XML, and JSON. REST describes a set of architectural principles by which data can be transmitted over a standardized interface (such as HTTP). REST does not contain an additional messaging layer and focuses on design rules for creating stateless services. A client can access the resource using the unique URI and a representation of the resource is returned. With each new resource representation, the client is said to transfer state. While accessing RESTful resources with HTTP protocol, the URL of the resource serves as the resource identifier and GET, PUT, DELETE, POST and HEAD are the standard HTTP operations to be performed on that resource. The interaction is illustrated in the figure below. Web Services Testing Tool Salesforce supports the following  type of testing tools: Workbench POSTMAN APIGEE In this blog, I will let you know about how we can use POSTMAN testing tool. Before getting started with the postman, we need to keep following in mind: We should have a Class that will process the request and generates the response as per it. We need to have Connected App which will provide you the Consumer key and Consumer secret that will be used later for authentication. Lastly, the valid username and password with the...

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Salesforce App Builder Certification
Mar14

Salesforce App Builder Certification

The Salesforce Certified Platform App Builder exam is for them who want to grow in their skills and knowledge in designing, building, and also want to implement custom applications using the predeclared customization capabilities of the Force.com platform.   In June 2015, Salesforce University introduced the three new certifications: Salesforce Platform App Builder Platform Developer I Platform Developer II Salesforce University splitting the Developer track into declarative certification and two programmatic certifications. The Salesforce Platform App Builder certification is like to the Certified Force.com Developer credential. Here are some concepts for understanding to pass the exam: Design the Data model, user interface, business logic and security for custom applications Customize applications for mobile use Design reports and dashboards Deploy custom applications The Platform App Builder Exam is an only 90-minute exam. The exam contains  60 single or multi-select questions. The passing score is 63%, or 38 correctly answered questions. How to prepare for the Salesforce Platform App Builder Certification Exam   Review the concepts in the Platform App Builder Study Guide & Group Objectives by Their Weightings as given below:   Perform a Self Assessment on the objectives and ID Areas Needing Knowledge Improvement Increase Your Knowledge Building Applications with Force.com Part 1 Building Applications with Force.com Part 2 Grab a Personal Developer Org and Practice Those Concepts Familiarize yourself Mock Questions Daily Routine: Take Mock Exams and Study Notes   Tips The App Builder Exam is very broad but it does not go extreme depth, So you will need to have an overview of a lot Salesforce & Force.coms features. Make sure that go through each section in the study guide and revise accordingly. The social section is worth 3% of the exam so you can only expect 1 or 2 questions. Make sure that read other guides as well, each person has a different take on the exam and may provide different insights. The process of elimination is yours! If you can not work out which answer is right, try and work out which answer is wrong! To get more information about Platform Developer I. Click here ...

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Salesforce Web to Lead Integration with Drupal 7
Feb08

Salesforce Web to Lead Integration with Drupal 7

Drupal is a CMS and Salesforce is a CRM. Ever thought to integrate these two platforms and explore new things and uncover the benefits which you get doing this? Salesforce is quite configurable and Drupal has plenty of modules to work upon as you wish. To make them synchronize to work them similar to web-to-lead form you just have to follow these steps: Install module in your Drupal 7 Org.: https://www.drupal.org/project/sfweb2lead_webform 2) Generate web-2-lead form from your Salesforce org. having fields you want to display in your webform. 3) Create a webform or clone the existing one. As you want. For cloning your webform there is a need to install following module: Node Clone: https://www.drupal.org/project/node_clone In order to create new form: Home>>Administration>>Content>>Add Content 4) Add title to your newly created web form. 5) Add components to your webform 6) In order to link it with Salesforce, click the option “Salesforce Web2Lead”. 7) Check the option asking to submit to Salesforce. Also, provide Lead Source for web form. 8) Now map your form fields with that of the Salesforce fields Administration>>Configuration>>Web Services>>Salesforce Webform While mapping fields you will be seeing a mapping table having two columns: Key: Webform fields Value: Salesforce fields NOTE: Enable debugging mode in it and you can see the logs of the data entered If you are integrating with your Sandbox Environment then provide “test.salesforce.com” instead of “www.salesforce.com” 9) To have a look on your Drupal log reports Administration>>Configuration>>Reports>>Recent log messages 10) Now you can check your leads in Salesforce STYLING YOUR WEBFORM After completion of your webform do you want to style it to make it more attractive? As an example let us show label inline of the form instead of displaying it alongside. What you have to do is just to install a new module Compact Form , configure it and you are done. Now go to: Administration>>Configuration>>User Interface Provide your webform id there NOTE: To know your form id you have to just inspect your form and get form id from there. Now this is how our web form looks like after styling: HOW TO INTEGRATE SALESFORCE PICKLIST VALUE WITHIN DRUPAL WEBFORM? It’s always helpful to know somethings extra. Make your form dynamic. For bringing Salesforce Picklist in Drupal 7 here are few steps to follow: 1 Install the module for it. It requires following: Drupal 7 Salesforce Suite 7.x-3.x Webform Behavior weights 2 Configure the module and you are done. 3 Just go to your webform components and add new Component. Choose type as Salesforce Picklist. 4 Choose a picklist present in your Salesforce Object which you want to join with your...

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SKUID-Scalable Kit for User Interface Development
Jan10

SKUID-Scalable Kit for User Interface Development

SKUID SKUID has always been my favourite since the first time I saw this in Dreamforce 2014. My first interaction was with their team on Dreamforce booth and the after understanding its capabilites I was amazed! SKUID is set of tools that allow you to change almost any element of your Salesforce User Interface, quickly and easily. We can quickly implement any changes as per suggested by your team, across your org and even in Production. It is basically used to build the UI to have a look on the data your company needs. STORY: Salesforce connected Rich (Rich Slack, CFMO of Chrysalis and CEO of Meridian Meds) with a private developer who would charge $300,000 – $500,000 to build out their user interface. It was a non-starter. Rich decided to kill the Salesforce project and hire a team of developers to create their own platform. However, the team hit many roadblocks. Rich realized that Salesforce could do what he needed if he could figure out a way to overcome the gap of user interface. That’s when he found Skuid. Within 2 days, Rich had re-skinned the user interface of his app within Salesforce. He rebuilt his entire system during his nights and weekends in four months.  Let’s get Started with SKUID: Compose your new page from Skuid Central tab in your Salesforce Org Connect your Salesforce objects and external data through models present in Skuid. For each MODEL, choose the standard and custom fields from your Salesforce objects that you want to include in your page, and can even set criteria for the records to get display on your page. You can create as many model as needed. The only thing to know is that they will be loaded the way they are listed. For each model we have: Fields: Fields refer to the fields from the object which we want to show in our page. Conditions: They apply criteria for the records which are to be shown onto the page. Actions: They help us to specify the actions which we want our page to perform after some event. We have two properties for Model which are Basic & Advanced. Basic properties let you define the model Id, data source type, SObject name, model behaviour, number of pages to be displayed etc. Advance properties let you have a look on cloning the data, Query Deleted, Update Salesforce Recently Viewed Info etc. Skuid provides you with pre-built components which can be used to create your own page. Also you can create your own components. There is only the need to drag and drop those pre-built components and you can...

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5 things about Salesforce Certification
Jan03

5 things about Salesforce Certification

This blog is for the Developers who wants to get a Salesforce Developer I Certification . What is Salesforce Certification? Why is it so important for the developers seeking a career in Salesforce? Salesforce certification is vital to the salesforce career path as it differentiates you from other developers, makes you an expert in your field. This Certificate is provided by salesforce.com where people demonstrate and prove their technical Skills in different  areas of Salesforce. It’s a damn good certification, if you are thinking about a career in Salesforce, by enhancing your skills and expertise in respective fields. It is very easy to get hired in an organization with  a salesforce certification in hand. You need to follow these steps  to enroll  for examination : First you have to create your webassessor Account on             https://www.webassessor.com/wa.do?page=createAccount branding=SALESFORCE Secondly Register and schedule your exam Five  things you must know while preparing for salesforce certification:-  Course Content  and their  weightage -: The Salesforce Certified Platform Developer I exam measures a candidate’s knowledge and skills related to the objectives listed below. A candidate should have hands-on experience of developing custom applications on the Force.com platform and have demonstrated the application of each of the features/functions below. 2. Prepare each topic with written practice of programs. Exploring it on trailhead will be a  great start. It will provide huge knowledge for practical implementation. In different areas. Below is the  link to access trailhead: https://trailhead.salesforce.com/ 3. Go through /Solve previous years certification:- Preparing from previous year question papers is always a good strategy to cover frequently asked topics in a short span of time.  4. Practice as many Mock test papers as possible once you think you have a good command on Salesforce syllabus. Mock test papers are available on various websites for free where you can practice them. Do register yourself  if required (as asked by some of the websites)  5. And last but not least, be confident and relaxed while writing the exam and remember the best way to gain confidence is to do more and more practice. According to my exam experience every aspirant must prepare well in the following topics as most of the questions I faced in the exam were from these topics : Validation Rule Workflow Rule Process Builder Object Relationships So all the best guys for exam. The exam is simple and easy. All you need is to do...

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