Salesforce Predictive Intelligence
What is Predictive Intelligence? Predictive intelligence is a technique to calculate customer behavioral pattern over their buying decision from any brand. The Salesforce platform which uses predictive intelligence features, are based upon the set of complex algorithms that collect customer data from various marketing channels such as emails, mobile, social, web & tap customer infer preferences with their every click, view, download, purchase which gives valuable insights to the predictive intelligence engine for analysis. The predictive intelligence engine consumes both explicit and implicit customer behavior patterns in real time to build a customer profile for their preferences. How Salesforce Use Predictive Intelligence? The Salesforce Marketing Cloud product “ExactTarget” utilizes the Predictive Intelligence model to gives its users a set of features that help them collect customer behavioral data & record their infer preferences. We are living in an age of digital marketing where with each passing year the proliferation is causing noise in this segment, for this the data is much valuable to the companies looking forward to targeting their clients in new ways, it also helps in suggesting their customers best offers, delivering personalized messages across various channels and devices based on the insights gathered from analytics. How Does It Work For Companies? It all started with collecting customer data & capturing customer behavioral patterns of how they surf the internet, go through the company website and products, how they interact with the company on social media, how they respond to emails, search terms etc. As all this will be monitored in real time, recording their preferences in profiles give companies 360-degree view of their customers which help companies predict & automate crucial marketing decisions, creating new business rules and adjusting their campaigns. How Does It Work For Customers? The main objective of implementing predictive intelligence is to provide personalized experiences for customers by listening carefully to their requirements. Instead of receiving 1000 of junk messages, customers will only be communicated for what they are looking for, they view tailored content & offers specially designed for their attention on web & email. Overall the customers are walked through a journey of hassle-free guided purchase and all this is achieved by Journey Builder feature, tightly integrated with ExactTarget...
Decode Obstacles In 5 Productive Methods
With as many problems we face in our daily routine and hustling lives, it appears as there isn’t enough time to sort each one of them with equivalent surveillance and energy. With the goal to minimise the occurrence of the problems — here are the five most effective ways of problem-solving methods:- BITE AS MUCH AS YOU CAN CHEW: The idiom itself refer towards the concept of attempting to do more work than you are able of. Perhaps, one is already involved into many activities which causes to negligible outputs. Problem solving needs one to be transparent from their working capabilities. Effective solution would be to break down a big problem into smaller chunks and solving them independently with all your potentials and knowledge. REVERSE ENGINEERING: It is a process of extracting knowledge or to design information from reproducing anything based on the extracted information. It is the optimum way of finding pieces of the puzzle when you are not aware about all of them. Reverse engineering is like an expedition in which you can locate the accurate piece to it’s exact site in the puzzle as well as different ways to construct a solution within. FIND SIMILARITIES: This method is easy yet an essential part of problem solving. This involves pure experience of solving complex problems which have had helped you in the past to resolve the same. If you can easily related one with the other you are exceeding towards achieving the key of problem solving with an ease. Maintaining all of your project’s code base in GIT and details of all the work you have done even on a sheet will give you a helpful knowledge base. This will specially become a boon to the team leads and your developers. ORGANIZED EXPERTISE: This method covers a huge area of problem solving.. As an individual one can’t be sailing on two boats. Having an expert UI developer in your team is a welfare but in case of problem solving you need to bring in different experts -to get absolute and swift outcomes. i.e, one should be having expertise of System Integrator, Front End designer and most importantly Business Analyst. TIMELINE: Another key factor towards problem solving is setting up timeline. This will make your work result efficient and effective, qualitative and quantitative. It helps upbringing the progress of meeting deadlines. It’s a plan of how much time a small task or an overall project will or should take accordingly. A well defined Project plan should always have buffer time for each milestone or for the overall project. I start framing the timeline to estimate a project with the following: Requirement gathering and Data Model setup for a business...
Zoho To Salesforce Data Migration
Zoho CRM is inexpensive when compared with other CRM’s. That’s why it is preferred CRM for small scale organisations and start-ups. Transferring all data from Zoho CRM to Salesforce and integrating and extending all necessary functionalities in Salesforce platform in a very swift,fast and secure environment. So basically except the customization part, the main thing is request to move data. It is generally the transfer of data from one salesforce platform to other. There are two ways to transfer data from Zoho to Salesforce: Using Data Loader Integrating Zoho with Salesforce using third party tools After some point people generally prefer to migrate from Zoho CRM because of the following limitations of this CRM: Zoho don’t have extensive third party support such as that of salesforce has in Appexchange It is easy to create Custom Dashboards in Salesforce as it is not flexible and customizable in Zoho Zoho do not allow you to integrate with any other mail like Outlook or Gmail as it has it’s own mail as Zoho Mail but it is not much user-friendly Document Management is not as simple as that of Salesforce LET’S START WITH THE MIGRATION-DATA LOADER: Data loader is a data migration tool and we export data in CSV files and then transfer it to Salesforce. Here are the stepwise instructions to migrate your data to Salesforce and experience the all new CRM: Click on setting gear icon in right upper corner-> Setup-> Data Administration-> Export Select the object which you want to export to Salesforce from the Dropdown Menu. Remember we can export maximum of 3000 records at a time from Zoho account. It generates a .CSV file which can be easily uploaded to salesforce. Create database in Salesforce with all the headers as the fields and don’t discard the Zoho generated ID as Zoho same as Salesforce provides you with unique ID and it can be used later for several mappings. Now use data loader and import your .CSV file and get started with the all new...
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?...
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...
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...
Wave Dashboards in Lightning Pages
A Wave Dashboard is a collection of widgets that work together to tell a data story from multiple angles. Depending on what you want the dashboard to show or how to behave, you can add different widgets, such as key performance indicators, charts, tables, filters, and images.Embedding Wave Analytics Dashboard component to a Lightning homepage or record page can provide interactive visualization of your data. It is currently available in Lightning experience only. It offers additional features to help you build Dashboards more quickly and easily. Use a template to create a Dashboard with a predefined layout. Create customized layouts to optimize the display of a Dashboard on different types of devices, like mobile phones, tablets, and desktops. Use the wizards to quickly build widgets. Use drag-and-drop, snap-to-grid, and browser reflow to effortlessly add, position, and align widgets in a Dashboard. To add a Dashboard to your Lightning Page follow the steps below: Select Wave Dashboard Component in the Lightning App Builder From the Dashboard drop-down list, select the Dashboard to display From the layout drop-down list, select the type of screen where your Lightning page will be viewed Configure following attributes of the Wave Analytics Dashboard: Show Sharing Icon option lets you include Share icon on the Dashboard. If the icon is present, users can click to open the Share dialog, where they can post to Chatter and download images and data Show Title checkbox gives you control over the visibility of the Dashboard title Open Links in New Windows attribute, you can specify where links from the Dashboards to other assets are opened Hide On Error checkbox gives you control over whether the Wave Analytics Dashboard appears if there is an error Filter attribute, you can use JSON to filter dataset fields at run...
Salesforce Metadata API
What is Metadata ? First you need to understand data. What is data in context with Salesforce. Data is anything which is stored in a database like records related to Contacts, Accounts, Leads Opportunity etc. Metadata : Metadata can be defined as the set of data about another data. i.e., Configuration/Code/Logic of the underlying structure which is used to store the data (Records). Another definition is you can say the database structure in which you will be saving the data. Metadata Api for Salesforce can do several things programmatically. Some of the tasks are mentioned below: You can read, create, update, delete following components in a Salesforce organization. Custom Objects/Fields. Visualforce pages. Page Layouts. Validation rules. Apex. Workflows. Approval processes. Profiles. Reports etc. Security. You can configure a Salesforce organization just by running a piece of code. It means that you can create Objects,Fields,Validation,Workflows, Profiles, Reports for a particular client organization just by running the piece of code so that you need not do all the customisation settings manually which will consume time if you have to do that several times for different clients for the same configuration settings. You can also take the backup of your organization customisation settings just by fetching the metadata WSDL from your Salesforce org. For this You need to click setup>type API-Click on API >Click Generate metadata WSDL and download the xml file. There are two types of Metadata Api calls: Synchronous – This will give the result immediately as soon as you call a method. Asynchronous – This will not give result immediately, it will take time. Asynchronous : There are four types of methods which we can use: Create(); Update(); Upsert(); Delete(); We will discuss only for synchronous method. Synchronous : There are five types of methods which we can use: (i) createMetadata(); saveResult[] = metadataConnection.createMetadata(Metadata[] metadata); (ii) readMetadata(); readResult = metadataConnection.readMetadata(string metadataType, string[] fullNames); (iii)updateMetadata(); saveResult[] = metadataConnection.updateMetadata(Metadata[] metadata); (iv)upsertMetadata(); spsertResult[] = metadataConnection.upsertMetadata(Metadata[] metadata); (v)deleteMetadata(); seleteResult[] = metadataConnection.delete(string metadataType, string[] fullNames); All these classes saveResult, readResult, upsertResult, deleteResult comes from a main class that is MetadataService.cls in which all the relevant methods are present to function Read, Create, Update, Upsert or Delete properly. Now I will demonstrate how to create Custom components. You can use following methods to create components: (A) To Create a Custom Object: You need to add this code to your class which you are using and call this method via class name to create the object. Note: MetadataService is also a class which have several methods and used in these methods. Create a Custom Object: public static void createObject() { ...
Salesforce Code Move Strategy
Why sometimes a few lines of code changes take several days of deployment. Find the answers and Code Move Strategy:- Recently In one of my project I faced the following situation: We did a code change in trigger. Changed a string value from “Demo” to “Trial”. The code change hardy took 1 minutes. Client was aware of the changes and time it will take so we estimated the work as 2 hour including code changes, analysis of its impact and deployment. When the developer finished deploying the code changes it took him 2 days (16+ Man-hours). Yes it is a surprise. Now let me list out the problems he faced. Code coverage of the existing trigger was 12% (Our Company Best Practice is 85%) Code coverage of overall production org was less than 75%. Yes this is hard to believe but this do happen when we push things in production without code coverage. Existing test classes were failing in production. Trigger in production was different than in Sandbox. Yes this is also possible when we have multiple sandboxes and people do code overrides as they are competing against each others. Deployment had a narrow slot of 2 hours during which end client were not working. Batch Jobs working on the same object were preventing the Trigger to deploy. We gave our best as a team and came up with the following strategy which changed our entire company’s estimation and requirement analysis process. 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...
Welkin Suite
Welkin Suite The Welkin Suite is a new generation Force.com platform IDE which allows working with Apex, Visualforce, HTML, CSS, JavaScript, any images as well as executing unit tests, SOQL queries, anonymous apex and provides many other handy features from a single development tool. Now what Welkin Suite can do : Customizable Folders Structure No more limitations for files or folders structures. Now developers can organize them in whatever way they want. [NEW] Lightning Components You can develop great Lightning applications and components directly in the IDE in the same way as developing with Apex or Visualforce. Develop your own components and applications based on the Lightning Components framework directly in The Welkin Suite using all of the great features that it offers for improved comfort and development productivity. Git Support: Improve your teamwork experience – work with Git repository right from The Welkin Suite without switching to other applications. Apex Code Completion: Save time, improve the coding velocity, and avoid making mistakes with Code Completion functionality for Apex. Anonymous Apex Execution: Test new solutions, debug your code or work with your organization using the Anonymous Apex with all of the code editing features you’ve got used to. Debug Logs: When debugging code you usually execute Anonymous Apex, perform some actions in the UI or start scheduled jobs which then produce lots of logs for you to go through. In most cases your actions would provide you whatever information you need pretty easily but sometimes you need only some specific logs – with very long duration, very small or very big logs, failed or succeeded logs and so on. Quick Search of a Current Selection: Once you select any text in your code all its occurrences within the document will be highlighted and marked on the scrollbar automatically. Latest Features : Added the option to start the Apex Retrospective Debugger from the Anonymous Apex files. Implemented an ability to navigate backward during the Debugging process. Implemented the tracking of exceptions in custom code during the Debugging process. Implemented the Tree view of a log in the split editor. Implemented an ability to configure the orgwide Debug Log levels. Added properties to the list of Locals during the Debugging process. Added address values for the Locals of the custom types during the Debugging process. Added the Debug related panels into the Debug menu. Added the hotkeys to the Debug navigation in the Main Menu. Improved the performance of the parser during the work with the Debug logs. The file opened in the Debug Mode become locked for the other processes. Implemented the saving of the last state of the ‘Show Only User Debug Messages’ option. Fixed the issue...
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