Friday 13 November 2020

Achieve Business Productivity using Salesforce

Business performance is the key parameter when it comes to achieving success. You are automatically being carried subsequent to insignificance and failure if you aren’t actively pushing yourself.  Nowadays, organizations widely use CRM to record and manage their overall data and interactions with their current, past, and potential customers. 

So, What’s a CRM! 

-Customer Relationship management. 

-No business exists without its customer base; hence customers are important. 

-A bridge between your customer needs and business offering is relationship management. 

-CRM helps in delivering customized customer experience to outstrip expectations while creating relationships that last. 

When it comes to CRM the first thing that comes to our mind is Salesforce! 

What is Salesforce? 

-Salesforce is #1 CRM solution that brings companies and customers together. 

-A cloud-based software that helps organizations to effectively streamline their sales and marketing operations. 

-It’s a cloud computing provider that consists of multiple cloud services including Sales Cloud, Service Cloud, Marketing Cloud and more. 

How is Salesforce beneficial to gain business productivity? Let’s see. 

1.Enhanced customer fantasy 

Salesforce provides a user-oriented platform to manage all your customer-related data. If we think from the customer perspective, all they need is a handy platform to quickly access account information, contacts, tasks, events, and any relevant information. Salesforce makes that possible by making it convenient to all the customers as if they are their only customers.  


2.Healthier Time scheduling 

It’s not really about managing time, but rather it’s about managing yourself. There are days when hours seem shorter. Salesforce helps to serve your customers better by combining your schedules, meetings, and activities and helps make those appointments. Efficiency counts and that means maximizing your results with the least amount of time. 


3.Structured pipelines


‘Pipeline’ is more than just a buzzword. Instead, it’s an important sales tool for any sales management operation and it can make a significant difference to your bottom line. Salesforce allows you for easy tracking and any other information that might be a useful path to a lead. Salesforce applications have been shown to increase sales pipeline by 29%. 


4.Enrich Collaboration 

Having a cloud-based platform is like setting up a virtual office that provides you the flexibility to connect to your business anywhere, anytime. Once you login to an internet-connected device you can communicate, collaborate, and share relevant information together. That really provides a seamless customer experience and will not lead to any miscommunication. 


5.Greater Support 

As it is a SAAS product, based on the cloud platform. So basically, there is no need to pay a high maintenance cost, as if you have maintenance issues you can solve that without the help of technicians. 


It’s not possible to list all the advantages offered by Salesforce. Here are listed some of the advantages that will help you to achieve your business goals. Salesforce provides complete CRM solutions, the best security, high-quality apps, effective customization, and the most effective business system.  

Let me know your reviews in the comment session or DM me. 


If you have any questions you can reach out our Salesforce Consulting team here.

Salesforce Releases its Top Features Of Winter '21

Salesforce Release Winter'21

As a result of the three Salesforce updates every year; Administrators, Developers, and Consultants are getting a lot more features and resources to please their customers and consumers. At the moment, we are moving towards the release of Winter'21, which will add new looks and features to the organization. We get new Features related to Lightning Experience, Lightning Flow, Lightning Web Component, Apex, Communities, Pardot, Quip, Einstein Analytics, and APIs. Let’s dive into our top features of this release.

Scheduled List Email 

Now we can plan when to send a list email. Choose the right time and date to ensure the best time to receive emails. We determine which emails we would like to send — and on which days. By scheduling, we can build emails ahead of time and schedule when they're out. By planning all of our email choices ahead, we will make our marketing activities even more efficient. For example, schedule a list email to arrive on a working day. Previously, scheduling was only available for individual emails, not for list emails. 

Analyze the performance of the Lightning Page 

When it comes to growth, organizational performance is the ruler. If users experience sluggish performance or long page loading times when using Lightning Experience, they no longer need to worry. Find suggestions for a better performance of the record page based on an analysis of the page right inside the Lightning App Builder. Performance Analysis in the App Builder tests the fields, instances of the Relevant Lists component, and the metadata of the record page. By clicking the Analyze button, get an analysis of the page with suggestions for improving the page performance.

Display survey pages that are focused on your data 

With each update, Salesforce Surveys seem to be getting more and more strong. Now, we can use our data in Salesforce org to decide which survey page the user will see next. Users will move to the relevant page on the basis of the answer. We can use the variables to specify the conditions in Page branching logic. Now the user will experience a new journey. 

Choose the Position of your utility bar

The utility bar gives easy access to common productivity tools, such as Notes and Recent items. Now, we can choose the position of our Salesforce org utility bar. Customize where our utility bar appears. We may move the utility bar to the bottom right or to the bottom left of the screen. 

Trigger a flow before the record is deleted 

Previously, we always need a trigger to add any validation or functionality before a record is deleted. We don't need to write an Apex code anymore. We can now use a flow to run before the record is deleted. This auto launched flow will execute in the background and update relevant records when a record is deleted. 

Use Safe Navigation Operator to Remove NullPointerException 

Winter'21 is bringing us a new safe navigation operator (?.). We can use the safe navigation operator (?.) to remove the consecutive condition that checks for null references. We may prevent  NullPointerException with the aid of this new operator. This operator handles expressions that try to run on a null value and returns null instead of raising a NullPointerException. The right-hand side evaluates only if the left-hand side is not evaluated to null. In the variable as well as in the function, we can use a safe navigation operator. 

This expression will first test x and return null if x is null. Otherwise, the return value will be x.y

// code checking for nulls 
x?.y // test to: x == null? Null : x.y 

This example demonstrates a SOQL query using a safe navigation operator. 

ContactRec = [SELECT FirstName FROM Contact WHERE Id = :contactId]; 
if (ContactRec.size() == 0)  // Contact was deleted
    return null;
return ContactRec[0].FirstName; 

//New Code 
return [SELECT FirstName FROM Contact WHERE Id = : contactId]?.FirstName; 

Enhance Apex Testing with New SObject Error Methods 

New Release gives us new SObject Error methods that minimize our efforts. Previously, we needed to perform DML operations to check the result for errors. Now we can monitor errors with the new  SObject.hasErrors() method and SObject.getErrors() method without running a DML operation. Use  SObject.addError() method to add errors to the specific fields. The hasErrors() method checks if an instance of SObject contains errors. We can get a list of errors for a specific instance of SObject using the getErrors() method. 

The following example will help you to understand:

//Base code sample for use with addError, getErrors

Contact con = new Contact();    

String message = 'New error in SObject';

con.addError('FirstName', message);  //New overload that dynamically embraces the field at runtime   

List<Database.Error> errors = con.getErrors();     

System.debug( errors.size());  //print 1 in debug 

Database.Error error = errors.get(0);    

System.debug(error.getStatusCode()); //print FIELD_CUSTOM_VALIDATION_EXCEPTION in debug 

String[] fields = error.getFields();   

System.debug(fields);   // print FirstName in debug 

System.debug(fields.size()); // print 1 in debug 

So in Salesforce Winter 21 update, we've got some fantastic features. Here you can read the full Salesforce Winter'21 Release Notes. 

If you have any questions you can reach out our Salesforce Consulting team here.