Salesforce Big objects-Everything You Wanted to Know

Big data is widely used by businesses nowadays as it offers a ton of benefits. However, as there’s a dark side to everything, big data also comes with its own set of issues. Handling large data sets is a growing challenging task to manage performance and data scalability effectively. In order to process and manage such large data sets, the right tools are needed to keep everything streamlined, relevant, and productive.   For this, Salesforce provides a game-changing feature within its platform known as Big Objects. The biggest advantage of Big Objects is that it does not count against the data storage limit. Two Types of Big Objects Standard Large Objects – These objects are defined and included in standard Salesforce products to support data requirements for certain functionalities. An example of a large standard object is FieldHistoryArchive, which allows Salesforce to track the value of field history data as part of a field audit log for up to one year. Useful for regulated industry data that needs to be archived. Custom Large Objects – These objects are defined and implemented via the Metadata API. In order to define a custom Big Object, users are required to simply create an object file that includes: An Object File that contains object, field, and index definitions likewise special object files with small differences specifically the index. A Permission Set (optional) to define object permissions and field levels permissions for objects. Existing permission sets can be used to grant permissions.  A Package for the deployment of metadata definitions and permission. Developers and others who have used the Ant Migration Tool are more than familiar with the package. Important points to be considered when implementing Big Objects Big Objects only support fields and objects permissions. This is important if there is a sharing limitation around the object data based on roles. You must use the metadata API to specify or add fields to a custom big object. You cannot do this through the UI. This might not be a bad choice if the administrator doesn’t need to modify Big Object definitions. SOQL relationship queries depend upon the lookup field from a big object to a standard or custom object in the select field list (without filters or queries). Big Objects support custom Salesforce Lightning and Visualforce components, and not standard UI elements (home page, detail page, list view, and so on). Another big restriction is the inability to expose Big Object data without customization. You can create up to 100 large objects in org. Limits on large object fields are similar to the limits on custom objects and depend on the type of...

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Salesforce and MasterCard join hands to Improve Small Business Program Benefits
Aug30

Salesforce and MasterCard join hands to Improve Small Business Program Benefits

Salesforce, the world’s number 1 CRM company, along with Intuit has joined the small business program of MasterCard to supply solutions in the small business space. This announcement is aimed at helping organizations, irrespective of their line of operations, to increase revenue by improving customer engagement. The benefits of Salesforce are now available in Mastercard Business and Mastercard Business World Elite offerings. From now on, Mastercard Business Card customers will gain access to proprietary customer relationship management (CRM) solutions through Salesforce Essentials.  The Salesforce Essentials is an application that has sales and support tools, specially designed for small businesses, for $9.99 per user per month. It is only available to new Salesforce Essentials customers who buy an annual subscription. Marie Rosecrans, SVP, Salesforce Essentials and SMB, remarked customers have a liking for small businesses because of the personal experiences they provide but it becomes challenging to identify, explore, and utilize the details of each and every customer as businesses grow and this is where a CRM becomes key. Rosecrans added MasterCard emphasizes on small businesses and Salesforce is delighted to empower Mastercard Business customers by offering Salesforce Essentials to grow their businesses. Ginger Siegel, head of Mastercard small business, said owners of small businesses seek flexibility and freedom but they require customizable services and platforms that can enhance how they address their individual needs and run their business.  Siegel also remarked that MasterCard is delighted to further build on its small business benefits program together with partnerships such as Intuit, Itemize, and now Salesforce for delivering digital solutions that satisfy the requirements of small business owners to help them grow in innovative, smart, and efficient ways. Mastercard and Salesforce Essentials By using Salesforce Essentials, Mastercard Business customers can now easily and efficiently manage sales and customer support in a single app. The best thing is that these customers can now save as much as 60 percent off the regular price. It means that Mastercard Business customers can now easily create custom reports and dashboards using Salesforce Essentials. Furthermore, they can also manage contacts, accounts, and support cases for up to 10 users and tack emails and meetings automatically.  In addition to these advantages www.bästa-bredband.se/, Mastercard Business customers can deliver support across email, phone, chat, and social channels. In other words, Mastercard Business customers would now be more empowered than ever as Salesforce provides a customizable, future-proof, and scalable platform with built-in AI and automatic upgrades. On top of this, they can now access Enterprise-level security and ongoing support in an app ecosystem that means they will get more value from applications they already use, thanks to Salesforce – world’s...

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Android Application Domain|Salesforce™ Attendance Management App
Jul29

Android Application Domain|Salesforce™ 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 the Salesforce Android Attendance Management App. I was closely involved as a Salesforce Developer. And we have done it successfully on bredbandsalternativ bästabredband. This is an Attendance management app integrated with Salesforce Rest API and Google Map API. We have developed this app to 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 Solutions:   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 the 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...

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How To Choose The Best Among Salesforce Consulting Companies?
Jul26

How To Choose The Best Among Salesforce Consulting Companies?

Do you want to streamline business operations to increase your business bottom line? This is one thing that your business can easily achieve by choosing the right Salesforce Consulting Company to kick start your Salesforce journey. You can easily build your apps quickly and smartly to create brand awareness, sell products sooner, and follow up with clients in improved ways. Whether it is automating the regular processes or transforming the infrastructural needs or migrating/upgrading to the cloud, a Salesforce Consulting Company can help you guide and assist you to make inroads into the cutthroat business environment of today. Now comes the big question. How will you select the best among the thousands of Salesforce Consulting Companies online? Thankfully, there is nothing for you to worry about as we are here to guide you. Essential Roles That The Salesforce Consulting Company Should Fulfill A Salesforce Consulting Company such as Cloud Analogy provides a range of services and solutions to satisfy the challenges and demands of a profit-driven organization. Let us first discuss the roles performed by a Salesforce Consulting Company in detail. Salesforce Administrator Salesforce Administrators perform a wide range of functions such as dealing with two-factor authentication, handling Single sign-on (SSO), and certificate issues. The Salesforce Administrator can also help with troubleshooting workflows, approval cycles, autoresponders, or email campaigns that generate excessive bounced emails. The Admin is also entrusted with the responsibility of fixing data records that may have been set with ownership or record types, making them inaccessible to users. The Salesforce Administrator also handles responsibilities such as performing adoption and data-quality dashboards while also examining that scheduled APEX queues and time-based workflow to ensure there are no unexpected entries. The role of a Salesforce Admin is also associated with changing escalation and delegation paths in approval and workflow cycles to account for extended travel or absences besides examining the error and debug logs of Salesforce.com for any derivatives. The Admin also looks after the login history tables to identify excessive login errors, user lockouts, and unexpected IP addresses. In addition to these responsibilities, the Salesforce Admin also looks after running field utilization reports for identifying new data pollution sources. The Admin also runs full and regular system backups (metadata, data, and error logs, if possible) on any application or system that is integrated with Salesforce.com and ensuring that all activities of the organization served by the Salesforce Administrator are in accordance with compliance, audit, or regulatory frameworks. In short, a Salesforce Administrator intertwines in the act of making all the business divisions equally productive through different and innovative stages of process automation. By doing this, the Admin...

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Shopify Integration with Salesforce
Apr10

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 for investment loans for benefits. 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...

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Salesforce™ Android Attendance Management App
Mar12

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 to you finance. 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 check out bästa bredband mobilt router. 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...

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Introduction to Salesforce DX
Mar07

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...

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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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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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Journey Builder
Oct15

Journey Builder

Built on ExactTarget’s FUEL platform for the Salesforce ExactTarget Marketing Cloud, Journey Builder will enable marketers to map customer journeys to digital marketing interactions, such as email, mobile, social and Websites, to power personalized customer experiences that dynamically evolve based on consumer or customer engagement. Journey Builder’s user-friendly interface makes it easy to visualize and map the path of each customer’s journey with your brand. Whether your campaigns include online channels such as email and mobile, or an offline channel such as direct mail, Journey Builder enables you to increase campaign performance and drive customer satisfaction. Journey Builder is another system that is built on top of Contact Builder. In the past, when we set up trigger events for clients, they had to be custom-built by the services implementation team. Journey Builder changes that. Rather than requiring these triggers to be custom-built, this system enables clients to set up their own events that trigger on up to four specific vprocleaningagency.com home cleaning service napa activities. As part of their configuration process, clients choose how long their website will wait for a customer to do something before letting his browsing session expire from inactivity. Most of these triggers are sent soon after a customer’s session expires. The types of available triggers include:  Post-Purchase: This event triggers immediately after an order is placed. Abandon Browse: When the customer allows the browsing session to expire, this event triggers within five minutes of the session expiration. Abandon Cart: If the customer allowed the session to expire while objects were still in the shopping cart, this event triggers within five minutes of the session expiration. Affinity Change: If, by the end of the customer’s browsing session, a new attribute/value pair enters into the top first or second affinity slots of the customer’s profile that was not previously in the top five at all, this event triggers within five minutes of the session expiration. Journey Builder for Apps is the first solution that empowers any company to deliver personalized customer journeys directly from mobile apps, creating interactive experiences that drive brand engagement and loyalty. With Journey Builder for Apps, any company can now unleash the power of the world’s #1 CRM platform to seamlessly connect the customer journey across sales, service, marketing and communities. Companies including FitBit, Sony PlayStation, HSN, SkyMall and Luxury Retreats are making the shift from campaign-focused marketing to personalized 1:1 customer journeys to connect with customers in entirely new ways. The Seven Stages of Successful App Journeys To create this relationship, marketers and developers must understand the stages of highly successful app journeys. #1 Discovery Most app journeys start with discovery in some form, such as...

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