Salesforce Basics Product Selling Business Process
Nov13

Salesforce Basics Product Selling Business Process

Product or Service Selling are the two most prominent types of business taking place on Planet Earth. Salesforce CRM out of box is sufficient enough for any selling business process. You are new to Salesforce and need a walk-though of exactly where to start from? Here is my demo of Salesforce...

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Ajay Dubedi Salesforce Expert | Consultant
Feb02

Ajay Dubedi Salesforce Expert | Consultant

Ajay Dubedi is Salesforce Expert. An accomplished Technical Architect, Consultant and Business Analyst with global consultancy experience; designing and implementing solutions for a range of clients. He has assisted and implemented solutions in industries comprising Banking, Health Care, Networking, Education, Telecommunication, and Manufacturing.

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Salesforce Code Move Strategy
Jun16

Salesforce Code Move Strategy

Salesforce code move from sandbox to production. Code Move Strategy: Step 1: Check the existing production code coverage by “Run All Test”. Step 2: Lookout for test class failures if any. Step 3: List out the Batch jobs running in production. Step 4: Compare the code between production and Sandbox before working on it. If any differences found report it to your end Client/Manager. Step 5: Make sure if you are deploying an apex code its code coverage should be above 85%. Step 6: Use Changeset for small size deployment with less components. Keep the changeset names in a well defined order. Step 7: Use Eclipse or Ant Migration tool for deployment with many components.If you have the privilege of Full copy sandbox use it for trial deployment and go live. Full copy Sandbox gives you an advantage of less risk more effort based deployment process. Step 8: Deactivate the necessary batch jobs and Validation Rules before deployment. Step 9: Make sure the deployment is in the right time slot when end users are not working or keep the team informed for any surprises that may come while deployment or after that. Step 10: Validate and Deploy. Reactivate the Jobs, VRs etc. Step 11: If possible test the deployment in production or ask the respective feature manager to test it in production and report...

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Salesforce Data Model and Management Platform Developer Part 2
Jun16

Salesforce Data Model and Management Platform Developer Part 2

Course Name: SFDC Platform Developer I Lesson No. 2 Data Modeling and Management Ajay Dubedi Salesforce Expert Video Contains- Salesforce CRM Standard Data Model, Entity Relationships and how to create them. https://www.ajaydubedi.com/featured/da… https://www.ajaydubedi.com/featured/da… https://www.ajaydubedi.com/featured/da… Skype: ajay.dubedi Email: ajaydubedi@gmail.com Phone: +1 (415)...

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How to Install Drag n Drop On Salesforce CRM
Feb16

How to Install Drag n Drop On Salesforce CRM

Salesforce files upload to attachment is made more easy by dragging and dropping files over the record page itself. Very simple and easy to configure with custom or standard objects. Contact us at +1 (415) 830-3899 SKYPE: cloud.analogy

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How to Install Multi Utility App From Salesforce AppExchange
Jan24

How to Install Multi Utility App From Salesforce AppExchange

  Multi Utility App is a collection of several small and useful tools which help a Manager, sales rep or any Salesforce user in their every workday. All the applications are beautifully placed on the side bar where it is most visible and easily accessible. See how easy it is to install MU app with this video. Salesforce files upload to attachment is made more easy by dragging and dropping files over the record page itself. Very simple and easy to configure with custom or standard objects. Contact us at +1 (415) 830-3899 SKYPE:...

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How to Install Desk Sync On Salesforce CRM
Jan01

How to Install Desk Sync On Salesforce CRM

  Migrate your Salesforce Accounts from Salesforce to Desk.com without any hurdles. Desk Sync Salesforce is a very effective tool in migrating small set of records.

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Salesforce Advance Administrator Notes (Analytical snapshots)
May12

Salesforce Advance Administrator Notes (Analytical snapshots)

  Analytical snapshots Prepare Analytics snapshots To set up an analytic snapshot, you need a source report and a target object with fields to contain the data in the source report. After you create a source report, target object, target object fields, define your analytic snapshot, and map its fields, you can schedule when it runs. You can schedule an analytic snapshot to run daily, weekly, or monthly so that data from the source report is loaded into the target object when you need it. When the analytic snapshot runs, it adds new records to the target object. After an analytic snapshot has run, you can send an email notification to yourself and other users that includes details about the analytic snapshot run. Tips on Source Reports for Analytic Snapshots If you save a tabular source report with its details hidden, the report will not be available to include in analytic snapshot. Furthermore, if you hide the details of a tabular source report included in an analytic snapshot, the analytic snapshot will fail when it runs. To verify that the details of the tabular source report are not hidden, view the report, click Show Details, and save the report. The Show Details button only displays if the report’s details are hidden. When creating the source report for your analytic snapshot, note the names of the fields you added to the report, as those field names may be useful to you when you create fields on the target object in which to store the report results. You can choose any custom tabular or summary report as the source report, except legacy forecast reports, Quota vs Actual reports, and Leads by Source reports. The Source Report drop-down list does not display standard reports.. You can include up to 100 fields in your source report. You can delete the schedule of when analytic snapshot  You can’t stop or pause an analytic snapshot when it is running, nor can you delete its source report. To delete the source report, you must first remove the report from the analytic snapshot by changing the report in the Source Report drop-down list.. If you select Load No Data in the Fields from Source Report column, no data will load into the corresponding field in the Fields in Target Object column when the analytic snapshot  . The(No fields with compatible data type) field displays in the Fields from Source Report column when a field on the target object does not match the data type of a field on the source report.. Tips on Target Objects for Analytic Snapshots Consider the following when setting up target objects for analytic snapshots: In Enterprise, Unlimited,Performance, and Developer Editions, use field-level security to make the target object’s fields visible to the appropriate users. You can’t delete a custom object...

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Salesforce Advance Administrator Notes (Entitlements management)
May12

Salesforce Advance Administrator Notes (Entitlements management)

Entitlements management Entitlement management lets you and your support agents: Verify if your customers are eligible for support Create and maintain service contracts for your customers Specify unique service levels for each customer, such as first response and resolution times Enforce service levels with time-dependent, automated processes that instruct agents how to resolve cases http://www.infallibletechie.com/2013/06/entitlement-management-in-salesforce.html Entitlement Management Features Entitlement management includes the following features to help you provide the correct service levels to your customers: Verifying Entitlements Support agents can verify that customers are eligible for support before creating cases for them. Here’s an example of how support agents use entitlements: A customer calls support. A support agent searches for the caller’s account, contact, asset, or service contract. The agent verifies there’s an active entitlement on the Entitlements related list. The agents creates a case from the entitlement. Defining Service Levels Users can create and maintain service contracts that represent different kinds of customer support, such as warranties, subscriptions, or maintenance agreements. Each service contract can include the specific products covered under the agreement. Enforcing Service Levels You can add time-dependent processes to entitlements that specify the actions, or milestones, your support team must take when service levels on cases are near violation, violated, or successfully completed. Providing Portal Access You can add entitlement management to a Customer Portal or partner portal so that portal users can view their service contracts and entitlements, and create cases with the correct entitlements. Reporting on Entitlements and Service Levels Administrators can use custom report types to define report criteria from which users can run and create reports on entitlements and service contracts. https://help.salesforce.com/HTViewHelpDoc?id=entitleents_setting_up_entitlement_management.htm&language=en_US/ Notes and Limitations You can create up to 1000 entitlement processes and include up to ten milestones in each entitlement process. You can’t update or delete milestone actions on a process after it’s activated and applied to a case. You can only use contract line items if your organization uses products. You can’t create list views for contract line items.. Entitlement processes only apply to cases with assigned entitlements. You can’t share entitlements. If an entitlement has an account, its sharing is inherited from account sharing. You can’t share contract line items. Sharing for contract line items is inherited from service contract sharing. For example, users with the “Read” permission on service contracts inherit the “Read” permission on contract line items. If you want your customers or partners to access their entitlements or service contracts, add entitlements or service contracts to your portals. Don’t add the following entitlement process fields to case page layouts for portal users because portal users shouldn’t access information related to your internal support processes: Entitlement Process Start Time, Entitlement Process End Time, Stopped, and Stopped Since....

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