Shopify Integration with Salesforce
I have worked in Salesforce space for the past ten years and is the proud founder of the Salesforce Consulting company named Cloud Analogy. I have worked with our global clients to render Salesforce Consulting services in data migration, data integration and customized Salesforce solutions. Today, I am here to share my experiences about our client who wanted us to integrate Shopify with Salesforce. First, let us understand “What is Shopify?”. What is Shopify? Shopify is an e-commerce platform that comes with varied e-commerce and Point of sale features. These are what lets you start, manage and grow your business. This is one place where we can build our online store to manage our users. There is a Shopify online store builder that enables to customize the look and feel of an online store builder. Now, let us delve into the best CASE STUDY we have so far. CASE STUDY-Requirements The requirements from the client were two of the following tasks: In the Shopify Store for the client, the user fills a registration form and submits the same form. A request is sent to the Salesforce and the system checks the same details inside the Contact object. If it exists, then only a corresponding client is created inside Shopify with details such as First name, last name, email address, and password. In the situation, when the same details are not found in the Contact details of Salesforce, then an alert message is displayed as in the below figure. The below figure shows how contact is created in Salesforce. The second task was to integrate Shopify with Salesforce to add a tag in the customer profile. The already existing tag for the above customer profile in the above screen was that of participation tag. It was basically a picklist dependent Salesforce field and the client wanted us to reflect to the customer profile of Shopify. Let us now come to the solution that was provided by us. The Solution In the Salesforce Membership object, there is a picklist field. On selecting a specific record in Salesforce, we arrive at the membership details page. This is where we can change the membership level say platinum, from a picklist field as shown in the below diagram. After a change in the picklist value, the same value will be reflected in the Shopify page, after refreshing the page. The tag is changed to reflect the change in the picklist value. This we had done by implementation of a trigger that passes the change to the picklist value and sets it to put a request...
Client Security and Company Culture at Cloud Analogy
Let me start with a weird security incident from today’s Facebook messenger chat. I received this email from a lady from a certain company and as we at Cloud Analogy do lots of email marketing campaigns, we thought this could be a reply from a prospective Salesforce services client. I immediately took this to my Sales team and did a quick data mining about the lady who emailed me and her company details. It looked a bit suspicious as the website of email Id was not found but a bigger firm with a similar name and details were found. Before my Sales Team could plan to do anything in reply, I got another message from her. This Lady contacted me from her company email to my company mail and asked me to fix a code for her – sharing requirements. Initially I thought she was a contractor and wanted to hire us[Cloud Analogy]. Then soon this girl found me out on Facebook and asked for my help directly on messenger! I thought that this will be a quick question kind of freelancer test and I tried suggesting some solutions for the Salesforce trigger code she was referring to. Eventually, I found out that she was actually trying to take help from me to get her code done. It was merely some kind of test she was about to submit to her company or end client for that matter. I went ahead and warned her as this is a serious security breach and if her company finds out she will be in a bad mess. I am sure the conversation itself will be good enough to explain the entire story but I would still like to make a few more points for both new joiners to Software Industry or in fact to any Industry. Companies should conduct proper security training and HR team and Legal team must be able to explain an experienced or fresh talent joining the company about company policies and Security steps. We at Cloud Analogy tend to follow best practices in the industry and ensure data and client information integrity at all cost. Companies must regularly check/inspect the security breaches by various means and processes. We at Cloud analogy have hi-tech devices in our premise to protect and prevent any security breach. Some of these are: FingerPrint Scanner and ID cards for access to the workplace. Security Camera at all workplaces Google security to prevent any unwanted file and data sharing outside the company. Regular Notifications and alerts to Team leads. On-Premise Software copy check tool and Background verification of each individual. Legal Team...
Salesforce™ Android Attendance Management App
We are Salesforce™ Experts and we channelize our energy by documenting all the industry-specific technical problems we solve in Salesforce™ CRM world. Here I am going to explain Salesforce™ Android Attendance Management App. I was closely involved as a Salesforce™ Developer. And we have done it successfully. This is an Attendance management app integrated with Salesforce™ Rest API and Google Map API. We have developed this app for update the daily Attendance In-time and Out-Time of the employees. Username and Password required for login into the application. Once the user clicks on Attendance In Button a record will be created in Salesforce™ object and while leaving office to click on Attendance out Button same record will be updated with Time outfield. User can’t log in and log out from 100 meters away from the company. If the user forgot to log out while leaving office, So in next day as he will open the app the last record will update and total hours will be count as 5 hours means the half day will be count. We are using Username and Password flow for directly start the app, It will not ask any org credential . Client Requirements A client wants an attendance app to manage attendance for employees. They want an Android app which will be managed by Salesforce. Client requirement is an employee will able to log in and log out only single condition when they are nearby (100 meters) of their office area. The user can see the office location and distance with the best path from their current location. A separate credential for every employee like Username and Password. A client doesn’t want to log in every time when they open the app on their respective devices. Once the user logged-in, they can’t log out. The user can put attendance only once i.e between 8 AM to 11:59 PM. All the record will be stored in Salesforce database. For every user total hours will be count every day. Our Solution We have developed an android app for attendance management. All the record will be stored and managed in salesforce™ DB. We have integrated Google Map and salesforce Rest API in this application. Using this app, the user can see the distance between office and their current location with the best path. We had provided login feature to all app users with their separate login credentials. We haven’t developed any logout button as per the client requirement. Once user logged-in then, they can’t exit the app until they uninstall it. We have created login credentials like Username and Password FLOW to start the app right away,...
Introduction to Salesforce DX
Developers are always source-driven people. Salesforce DX (developer experience) enables the developer to work with any externalized source – even incorporating version control. “What is Salesforce DX ? It is an open standard developer experience, letting you build with the tools you love including Git, Selenium, Eclipse, Sublime, and more. Salesforce DX includes an updated Eclipse integrated development environment (IDE) that significantly expands the value of the toolset to developers. However, the development process is source-driven. Moreover DX not only allows them to collaborate with other members of team. Moreover, the environment for a developer never works in perpetuity – something that the developer can simply dispose of, on project completion. It is this combination of the environment and the source code that leads to faster development of mobile apps -something that is a yearned by a developer always. Finally, it is a packaging model that is used to aid in the distribution of changes – across environments.The below figure shows some of the core principles around which modern software delivery is centred around. Let us now find out more on the advantages of Salesforce DX: Advantages of Salesforce DX The advantages of Salesforce DX are: Salesforce DX has a source-driven development process, This allows to test the features with agility and confidence. Salesforce DX helps developers build together in teams. In many ways, it brings together the best of the Force.com and Heroku developer experiences. It’s a new approach that supports team collaboration with a focus on quality, predictability, and an open and standardized development lifecycle on Salesforce. The advantage for this is that it enhances productivity and a faster development – thereby decreasing the time to market the product or service. A core theme of Salesforce DX is letting developers choose the tools they want. For example, we’re investing in making the Force.com IDE a best-in-class solution, but with Salesforce DX and our new command-line interface, you can use the text editor or IDE of your choice, along with the CLI, to develop your app. It’s up to you. When it is time to test your development work, then a Salesforce DX uses a scratch org and pushes the metadata. This scratch org, otherwise known as developer server.- serves only the purpose of testing and validation. There must be automated test runs for each of the change sets for your application. This is named as continuous integration(CI). This is for ensuring quality before any corrupt changes makes it way into the source repository. Following are some of benefits of the scratch org: It is easy to integrate scratch org into a CI process. The scratch orgs are...
Salesforce Requirements Gathering Techniques for Small and Mid Size Projects
Sunday Morning, I finally got some time to be back to my fav work of sharing knowledge via blogs. This week I was able to get involved into a rapid-fire requirement gathering session of straight 2.5 hrs and was able to get to the requirements, pain points/ top 5 show stoppers and immediate solution as well. My specialty is suggesting solutions and approach within the process of understanding the problem with my past experience of solving similar problems or NEW features being launched by SalesforceTM every Release cycle. How Do I Gather Requirements? A project in a software development company starts with the Requirements Gathering phase. I have created a unique requirement gathering question and answers fill in the blanks I always take down with me in a meeting. The requirements are gathered by the Business Analyst which is most of the time me and my team, employing a set of techniques. Sometimes there is a diverse set of techniques to be applied. All this is to accurately comprehend the requirements from the client or the other stakeholders in the organization. There is a need to choose the right technique and this changes from one stakeholder to another. In this post, I will narrate the various methods that our team at Cloud Analogy employs – to understand the client needs in a precise manner. Let me share with you about my experience with a client named Eric Wilson, for gathering requirements. I will highlight the various approaches, I resorted to. But before we go into further details, let me tell you something about Cloud Analogy. About Cloud Analogy Cloud Analogy is a Salesforce Consulting Company with a team of Salesforce certified experts – architects, developers, designers in handling various projects. It has worked in various domains – finance, healthcare, real estate and has shown an unprecedented level of growth in the last few years of its operations. The team comprise of talented Salesforce professionals who have developed world-class applications in Salesforce technology, as well as mobile app development. It has maintained its winning spree by handling some of the complex projects, from clients all over the world. Let us now delve, right into these approaches of requirements gathering – resorted by Cloud Analogy. What are the Approaches Adopted? The approaches adopted by us are: 1. Fixing a Facilitated Session a. Client Requirements b. Solution Provided 2. Scope of Training 3. Request for Proposals (RFPs)1. Fixing a Facilitated Session The clients come to know about our profiles from Upwork or some other sources say our websites, social media posts etc. They fix up an appointment with us through Calendly. We...
Winning Demo Jam Session at India Dreamin 2018 – Another Milestone Achieved.
Cloud Analogy is a Salesforce Consulting company formed in 2015. It offers customized solutions using Salesforce technology. It has developed some wonderful mobile apps as it treads on the path of continuous success – striving ahead of its competitors. Cloud Analogy was the Gold Sponsor for this year’s India Dreamin 2018. This was a spectacular event that was conducted in the local time zones – yet an internal event. An event that was participated by the Salesforce Community – networking with the peers and students, who participated. In this years, Cloud Analogy showcased its app Pintags in the AppExchange, along with big names such as Cognizant, Fully-Verified which is doing KYC verification using video call and others. These were exhibited in the Demo Jam session of India Dreamin 2018. There was a description of the Pintags app. About the Pintags App The Pintags app is about creating tags, for important records, high cost opportunities, critical cases and region wise accounts. It is a very useful feature that is present in Classic but not in Lightning. This app developed by Cloud Analogy is developed for creating tags for records, in the Lightning experience. The app from the AppExchange has to be installed and then configured. The tags can be used for any of the objects in Salesforce say the Leads. There are lots of reports generated for the end user through this app. An example to cite would be viewing all the tags record wise – for all the objects. It is possible to create a tagwise report. The reports can be of any of the following four formats – tabular, summary, joined and matrix. There is a drag and drop feature that works for creating the reports. The reports will show consolidated grand total amounts. The Proud Winners Finally, the time came to announce the winner of the Demo JAM session. Cloud Analogy performed this time too. They emerged as winners of the session. And believe us it was for the first time. For everyone at Cloud Analogy it was an incredible moment of cheering for all – that too someone with a first-time experience in a Demo Jam...
Magnify Your User Experience With Lightning Flow
Before we proceed to educate our readers on “How to Enhance User Experience with Lightning and Flow ?”. Let us understand “What is Flow?” in terms of Salesforce and Lightning experience. Flow is nothing but a tool in Salesforce that can configure and can even be compared with a tool like Visio – the only difference is it can do some activities like data query, update and delete records and make complex logical decisions as well. Although it is similar to Process builder but it is important to remember that it comes with screens. The users simply provide some input, in the form of a preconceived logic. It is here that you need to use Lightning runtime that can be turned on any org – even in Classic. This in what turns on an engaging look to Flow. Lightning runtime will have the look and feel of the Lightning experience. Next, we will find “How to setup Lightning Runtime?”. How to setup Lightning Runtime? Just Navigate to setup and arrive at process automation settings – for putting on the Lightning runtime. However, this cannot be done when flow is embedded in some Visualforce page – one that alters the CSS. This enables flow to run in the Classic environment. However, there are certain questions that prop up in our minds – as to why Lightning component get used in the Flow. Why Use Lightning Components in Flow? Afterall, Lightning components are codes, so what then is the point to use them in flow. Flows are not good at displaying of lists say an account list. So, it becomes easier for the Lightning component to display. It is definitely much easier than writing any code or integrating with Salesforce page. In this post, we will highlight on some of the outstanding features of flow. 1. Flow in Tab In Lightning, we can create a dedicated page which has an embedded flow in it. There is no Visualforce side involved into this, whatsoever. You need to go the Lightning app builder from the Set up. Create a new Lightning page by choosing an app page. This is just for the flow. You need to save and activate this page. You can now run this flow tab, in your mobile client running as your mobile menu. 2. Actions in Flow They are predefined fields but looks like a button. You need to create a new action in the objects section and a flow type. But there is one thing that is important here to remember that once the flow is created there exists no way to manually determine an input variable. So, you need to use a variable...
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.Get some info on makiahonjuustola 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...
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 official website. 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...
Recent Comments