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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Salesforce™ Health Care Domain Project | API Integration with Dr. Chrono API
Aug24

Salesforce™ Health Care Domain Project | API Integration with Dr. Chrono API

I have worked on many API integrations of Salesforce to other 3rd parties and here I will be sharing my coding experience with Salesforce to Dr.Chrono API integration. One my end clients requested this plugin/ app to be created in Salesforce which will do the Doctors, Patients and other information syncs between the two platforms. Below image shows “integration mind mapping” used by me. I use it to consider some major aspects while discussing integration approaches for this project. In this post, we will discuss how Dr. Chrono API can be used to integrate Salesforce™ with Salesforce™. But before moving forward let’s discuss the requirement of the project.   Data flow diagram https://docs.google.com/drawings/d/1U5MTgnjEuMOwcsGSX1tuRS6dUlZCWd-d6OPxDS9APbw/edit   App development strategy: https://docs.google.com/drawings/d/1jSAsd0TIVH6pY69Sj35t5N8s9Q3_OMZ2LueejZ-Lk_Q/edit?usp=sharing   The project requirements encurtails following. We have to integrate the dr. chrono API with Salesforce™ and create a plugin exclusively, it is a free Healthcare API and SDK built by developers, for developers. Leverage health data, an EHR, practice management and medical billing platform, beside it Dr.Chrono gets 22 Million API calls per month.   What is Dr. Chrono API? A company that helps people find quality care providers nearby, is using the Dr.Chrono API to integrate patient records into the service. This vastly improves the search experience, as patients are connected with doctors based on their medical history and set of conditions. There API uses  common web-based authentication system. It provides a straightforward way for a provider to grant access to their data to your application.   There are three main steps in the OAuth 2.0 authentication workflow. Redirect the provider to the authorization page. The provider authorizes your application and is redirected back to your web application. Your application exchanges the authorization_code that came with the redirect into a pair of access_token and refresh_token. Step 1: Redirect to Dr. Chrono The first step is redirecting your user to Dr.Chrono, typically with a button labeled “Connect to Dr.Chrono” or “Login with Dr. Chrono”. This is just a link that takes your user to the following URL: https://Dr.Chrono.com/o/authorize/?redirect_uri=REDIRECT_URI_ENCODED&response_type=code&Dr.Chrono_id=Dr.Chrono_ID_ENCODED&scope=SCOPES_ENCODED   Step 2: Token exchange Below code is used to obtain a pair of access token and refresh token like this:   import datetime, pytz, requests if ‘error’ in get_params:    raise ValueError(‘Error authorizing application: %s’ % get_params[error]) response = requests.post(‘https://drchrono.com/o/token/’, data={    ‘code’: get_params[‘code’],    ‘grant_type’: ‘authorization_code’,    ‘redirect_uri’: ‘REDIRECT_URI’,    ‘Dr.Chrono_id’: ‘Dr.Chrono_ID’,    ‘Dr.Chrono_secret’: ‘Dr.Chrono_SECRET’, }) response.raise_for_status() data = response.json() # Save these in your database associated with the user access_token = data[‘access_token’] refresh_token = data[‘refresh_token’] expires_timestamp = datetime.datetime.now(pytz.utc) + datetime.timedelta(seconds=data[‘expires_in’])   Roadblock (1): Refreshing an access token Access tokens only last 10 hours (given in seconds in the ‘expires_in’ key in the token exchange step...

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Buy Your Property By Integrating Salesforce CRM With Zillow, Ret’s Rabbit And HudHomeStore

Cloud Analogy is one of the best Salesforce Consulting companies that has exhibited a stunning growth for the past few years. We are the certified Salesforce Experts in Cloud Analogy, channelizing our energy in finding solution for some of the complex technical problems – all in the world of Salesforce CRM. In this post, we will provide you with some insights on one of the Real Estate projects that we were closely involved in Cloud Analogy. You can have a glimpse of the video for the same project. First and foremost, we need to understand the requirements of the above project.   Description of the Requirements: We want to capture all the real estate listings based upon various filters such as location, size, cost etc. Once the listings are captured, we want to automate this process of capturing all new listings every 15 minutes, into Salesforce – based on multiple parameters. The data is then saved based on the matching parameters that are by the Good Garage Saferacks. The data is populated into one record, so as to leverage maximum information. Listings that are captured in the Salesforce CRM will then be routed to various teams who will be managing those listings by working on them. Here is a diagram that explains the requirements: A particular listing or requirement can be of the following 4 categories for managing the sellers and buyers. SELLER: Property Listing for Sale SELLER: Property Listing for Rent BUYER: Requirement for Purchase BUYER: Requirement for Rent However, the Sales process based upon the above 4 categories are different and customized according to each department. The entire gamification of the  commission calculation and team forecasting will take place based upon the pre- formula defined. We also create a Salesforce Portal for sales team to login and manage their leads, listings and opportunities. The Portal is designed to have features like tracking down a listing detail and timeline based chain of conversations as well as uploading and editing of a listing details. It is possible for the Sales representative to login into the same portal – to track down their commission.  Next, we delve into the solution offered by us. Solution we came with: We integrated Zillow, MLS, Ret’s Rabbit and HudHomeStore with Salesforce. The flow of listings, from the above APIs are all put into Salesforce. The solution that we offer can be put under three sections: Section # 1 :  Data Capture from Various External Sources We started by Salesforce Data Model Setup, creation of Custom Objects, fields and relationships. Here is what the Data Model setup looks like:  Next, we create an object named...

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SALESFORCE LIGHTNING COMMUNITIES
Feb13

SALESFORCE LIGHTNING COMMUNITIES

What if you can connect your customers directly to their business process?  What if you can interact with your favorite vendors? What if you can get all the information needed even through your mobile devices? What if…What if……these if’s are never-ending. Let’s tighten our belts and dive into what exactly LIGHTNING communities are all about. LIGHTNING Communities are generally an online platform,which is promoted on social media networks with real likes and views, provided by the professionals from the trusted social media company, that can connect members directly with each other. It enables rich collaboration between employees, customers, partners, suppliers, and distributors. It helps people to interact with relevant content, data and business processes. Like a magic wizard, it has the power of social with mobile participation, trusted security and direct connection to business processes. “It focuses on deep understanding just for people’s sake.” Communities deepen customer relationships and very well understand the rapidly changing needs of customers. With including enterprise security and tight integration with business processes it goes beyond our thinking by adding social collaboration, extensive branding, customization and mobile access. WHAT I CAN DO OUT OF IT??… To gain deeper relationships with customers you can create communities. You can easily empower employees to connect and collaborate according to the business needs. Since it uses Salesforce so you can easily connect any 3rd party system directly to your community. You can create multiple communities according to your business needs. TYPES OF COMMUNITIES SUPPORTED:   Customer Communities It provides collaboration, mobile access, and consistent branding even for large groups. The benefit is that it enables customers to answer questions from other customers. It is an interactive platform where we can connect and quickly get the information needed. Even the support is provided by sales-rep to resolve the issues. This community build trust with customers and security for long-term engagements. Partner Communities With its power of Role-Based security, it ensures a strong bond with the business process. It helps us to segment data which is shared with different members. It ensures collaborative selling between partners. FEATURES OF SALESFORCE COMMUNITIES: Communities provide deep integration into the business process. The key features of it are as follows: Business Process Integration: It helps members to raise cases, sales opportunities or campaigns from within the community. Employees can easily share and access files. It helps to drive more sales by connecting your employees with resellers and distributors. Social Collaboration: People can create small groups and can interact easily with goals according to their interest. One can manage social listening, content, engagement, workflow all in one place. Branding/Customisation: Companies can easily customize their websites...

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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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