CEPTES Marks 11 Years of Delivering Transformative Solutions

“Achieving Customer Satisfaction and Customer Transparency is and will be our primary goal.”

It’s our 11th Anniversary, and CEPTES, being a pioneering leader in cloud technology and Salesforce services for customers across the globe – is having a whale of a time celebrating its 11 years of innovation.


Company Founders & Directors says:

Customer Satisfaction is the key to our success. We would happily accept working hard until the customer expectations are fulfilled under the set time and budget without compromising the quality.

Even after fulfilling the promised service, we are committed to customer support for years whenever there’s a need.”

11 years of successful operations is a remarkable milestone for any company. CEPTES has achieved this success through the passion, dedication, and hard work of our team members.

The inception of CEPTES is the result of our resolution to bring technological innovation and commitment to providing world-class service to our customers.

The formation of CEPTES focused on providing tailor-made Salesforce solutions for our clients that could further enhance the platform’s effectiveness and built teams of passionate and skilled individuals bent on delivering perfection in every project.

Life at CEPTES has been a time of profound professional activity, encouraging initiatives, and action-packed projects, all of which were achieved together with our immensely talented and valuable teams.

Our Achievements:

Strong customer relations, trust, and satisfaction are our major achievements. And if you talk about other successes over the years, the milestones we have achieved: 

  • 7+ Products and Solutions Listed in AppExchange
  • 200+ Happy clients Across five continents
  • 80% Salesforce Certified Employees
  • 200+ Successful Projects
  • 3 Global Offices
  • 200+ Employees and Growing
  • A CSAT (Customer Satisfaction) Score of More than 9 




As we reflect on over the 11 yrs. of hard work and success, we can’t refrain from but feel proud as we think about all the amazing customer experience we enhanced by building top-notch Salesforce Solutions.


The Journey Of 11 Years:

Retrospecting over the past eleven years, it has been exciting to see CEPTES ascend as a reputable Salesforce SI & ISV partner known for establishing market leadership for its customers through cutting-edge IT solutions.

Back in 2010, our founding members saw the potential of Salesforce technology and started on a journey to build solutions that would meet the rising Salesforce demands.

The year 2011 brought us a great experience of moving to a new office. It was only the beginning. By 2017, we moved to phase II with three global offices. 


We have built seven enterprise products: DataBakup, DataConnectiva, DataArchiva, XfilesPro, Encryptik, RealE 360, InleData, and DocuPad, with the last three products being launched during the pandemic.

We are proud of our in-action teams, every member packed with a professional drive, creative and innovative ideas, and absolute determination. Starting with only two employees to scaling our team to 200+ employees with more than 80% of Salesforce Certified professionals, we have come a long way.  

Our success is directly proportional to our client’s success and happiness. We trust that our professional consultations and insights will bring about our client’s success.

We believe that when our clients are stronger, so are we.


Summing Up:

Over the last 11 years, CEPTES’s vision has become a reality.

We wholeheartedly thank all our employees who are putting their continuous efforts to make CEPTES a trusted, reliable, and recognized Salesforce ISV, SI, and PDO partner.

CEPTES also takes this opportunity to show our gratitude towards all our customers for involving us in their business success journey for the past 11 years. We always look forward to assisting you in your Salesforce journey.


How to Boost Customer Retention using Salesforce Omni Channel

Customer service is as important, if not more, as the product you’re selling. Salesforce research states that 73% of customers would switch brands if they experience inconsistent after sales service. Yes, that’s difficult to fathom, but it is indeed the reality!

So how can your company leverage this untapped potential? The answer is by using Omni channel services. It not only helps in attending customers at the right time, but also ensures that proper feedback is obtained for further improvement in service quality. 

Let’s discuss several use cases of Omni channel & Salesforce service cloud in detail.

What does Omni channel mean in general?

Before jumping onto the main topic, it’d be great to know the meaning of this term. So, as you might know, now companies are present on virtually every platform. From Social media, to email, and from online chat rooms to traditional phone calls, you can approach the company through any means. 

This is called Omni channel presence. And while it might look simple from an outsider point of view, catering to customers who approach brands from different channels gets difficult for the support team. Just imagine getting 100 customer case requests from Twitter, 50 from traditional phone calls and another 20 from Email, how would you assign the tasks? How would you segregate high priority requests from low priority ones?

This is where Salesforce Omni channel comes into picture. 

What is Salesforce Omni channel customer service?

It has brought a revolution in the way companies interact with their customers. It puts the customer’s experience at the core by providing easy access to the customer service support. On the other hand, the support team is also benefited as the workload gets divided in an intelligent and optimum manner. 




Below we have listed down the several benefits of using this feature provided by Salesforce. So let’s have a view on the same.

Benefits of using Salesforce Omni Channel

  • Eliminates the ‘Cherry picking’

The job profile of customer service executives requires them to always be on their toes. This is why once in a while, they might engage in cherry picking of service requests which can be detrimental for the company. Omni channel eliminates this practice by optimum allocation of work so that they don’t get tired and consequently don’t cherry pick service requests. 

  • Proper Distribution of work

Omni channel leads to proper distribution of work. This is done through three manners:

  • First- Queue based assignment

For example, if a new case pops up, it would be assigned to an agent who is unoccupied at that moment instead of someone who is already working on two cases. 

  • Second- Skill based assignment

What if your company sells products in different countries? Naturally it would need people who are skilled in diverse languages. Here you can segregate agents on the basis of skills, such as Languages and the work would be routed to the appropriate person. 

In the same way, some agents might be thorough in Product related queries, while others may be fluent in solving tech related issues. Omni channel ensures you can keep a database of agents based on their diverse skill sets and allocate the work accordingly. 

  • Third- External Routing

Do you wish to use your existing communication channel with Salesforce Omni-channel? You can do so by integration with the Omni channel. This gives the support team more routing options for their work. 

  • Don’t need to wait for agents to grab work

In the erstwhile setups, cases had to be grabbed by the agents. However, Omni-channel makes sure if the agents are available for work, the case gets automatically routed to them. All they need to do is share their availability status and the rest of the work is done by the software. 

  • Proper training of agents

In the past, most of the times tough cases were handled by seasoned agents whereas other agents used to take simple cases only. This made them less trained and consequently lack of up-skilling prevailed. Now with the queue based routing, agents have to take work regardless of the difficulty level and over time they get skilled in the work. 

  • Agent productivity report: boon for managers

You can see how much time an agent is spending on a particular case, how many cases your agents are declining, and so on. For a manager, assessing a team couldn’t be any easier than this. With Salesforce regularly rolling out updates to improve the analytics even more, the managers can rest assured that their job would become easier in future. 

  • Omni channel feedback 

Getting instant reviews by customers on the service quality they received is essential for a business house to evaluate their work. The best part is that you can get timely feedback from the customer, meaning just after the interaction takes place, and so on. 

  • Easy configuration of Omni Channel

The best part about it is that there isn’t any coding required to configure or get started with Omni channel. All you have to do is search for ‘Omni channel settings’ on your platform and switch it ‘ON’. Thereafter you can enable other features also such as creating service channels, create routing configuration, assign routing configuration to queues, create presence configuration, create presence status, add presence status to profile, add Omni channel box to UI and so on. 

Overall, the tool makes sure the customers and agents both are benefited and overall productivity of the organization gets a good boost in the whole process. 



This is all from our side. We hope you found this article helpful. These are just some of the use cases of Omni-channel and you can read more on our blogs to get information about the same. 

Salesforce is a lot of fun and the best utilization happens when you understand how all the features work. We’ve written blogs with extensive information about Salesforce and its benefits for organization. 

Thanks for reading. Have a great day!

Einstein, Einstein Analytics

How to boost Sales through the Salesforce Einstein Opportunity Scoring?

Your business needs to focus on the right opportunities to make more deals. Knowing the right sales opportunities would help in prioritizing and acting on those prospects to finally clench them. 

This is where Salesforce comes into the picture as it offers a system called Einstein Opportunity Scoring that tells you the possibility of an opportunity to be won. 

This system gives every opportunity a score from 1 to 99 using the analysis based on artificial intelligence. The likelihood of an opportunity to be won is easily demonstrated with these scores. You can prioritize opportunities with these scores and convert more deals in your business!!

Now, let’s explore how this system works out, and how you can provide your business an edge over other competitors with this feature!

How does the Salesforce Einstein Opportunity Scoring work?

In the age of digitalization, an analysis of past opportunities is done by the artificial intelligence system for calculating scores in Einstein Opportunity Scoring. The system studies your closed opportunities (closed-won and closed-lost) and makes the list of factors that impact your scores.

These factors include important details of every opportunity, its history, and information about the related products, and prices. Your scores are then calculated in light of this scoring model, and get updated after every few hours to ensure their accuracy!! 


Moreover, you can also customize your scoring model as per your business requirements by removing some records or custom fields from the scoring criteria. Another best part of this system is the refreshment of the scoring model after every 10 days due to the dynamic nature of the business world.

How can you avail this feature?

You will get to avail Einstein Opportunity Scoring with a Sales Cloud Einstein license. Don’t worry if you do not have this license or Sales Cloud Einstein product suite as this feature would be available on a rolling basis to all customers without this license.

This feature is available in both Salesforce Classic and Lightning Experience. However, if you are using Lightning experience, you need to turn on Einstein for using it. Salesforce Government Cloud customers would not have access to this feature without the Sales Cloud Einstein licenses.

What are the advantages of Opportunity Scoring for your business?

The score sheet in the opportunity scores provides you with the set of positive and negative factors affecting your sales opportunity. This gives you a holistic view of every opportunity and helps you in ascertaining the focus area of every deal. Further, you are also provided with suggestions for improving your scores.

The system also helps you in reminding the opportunities if you lose track. This potentially avoids the loss of deals and impediments in decision-making. Looking at the low opportunity score, sales representatives can take the assistance of the sales manager in improving the count of that opportunity.

All these advantages provide a higher success rate to your business when you end up getting more closed deals with this system!!

How can you improve your Einstein Opportunity Score?

In order to ensure more closed deals, you have to constantly improve your opportunity score. 

  • Make sure you don’t lump all your opportunities in one account. Distribute all your opportunities in relevant accounts to ensure the correct scores. 
  • Never forget to enter lost opportunities as your scores are generated after examining past wins and losses. So, you won’t get reliable scores if you enter only selected opportunities.
  • Always enter opportunities into Salesforce at the earliest, i.e the first stage of the sales process. You have to make sure your opportunities do not stay in the same stage for so long as it would make the scores redundant. You will have a good track record of success if your opportunities move to a higher stage.
  • Further, enter the correct close date of the opportunities as you might have an adverse impact on your scores if you enter an overdue close date. The standard fields, such as amount, probability, close dates, should be updated regularly for a higher score. And don’t forget to complete all fields on your opportunity record to get the most accurate scores.

Make a note of all these suggestions, and improve your opportunity score on Salesforce!!

When will your scores not appear?

It may happen that your score for a particular opportunity is not visible. It could be because of the following reasons:

  1. When you would first-time use this feature, it may take around 48 hours before your scores become available.
  2. The score would be removed if there is a closure of the previously scored opportunity.
  3. The score would also not appear if the opportunity is excluded from Einstein’s scoring process by the admin.
  4. Addition of the opportunity in less than 6 hours.
  5. When there is not enough opportunity data, your scores won’t be calculated by Einstein.
  6. Scores for the opportunities related to a person account would not be available if opportunity scoring has been turned on by default. Turn it off and then switch it on again if you need the scores for these opportunities.

What are the data requirements for this feature?

  1. There must be a minimum of 200 closed-won and 200 closed-lost opportunities in the last 2 years. Each of these opportunities should have a lifespan of minimum of 2 days.
  2. An average of one update to every closed opportunity is shown in the opportunity history.
  3. Make use of the standard opportunity Stage field.
  4. Avoid skewed scores if you have an extremely high or low win rate. Always set the opportunities to the correct closed stage to keep away from this issue.
  5. Collect enough opportunity data to build your own scoring model, and get customized results as per your business needs.


Now you can maximize your sales with valuable insights and predictions of opportunity scoring. We hope you found this piece helpful. If you wish to know more about Einstein Opportunity Scoring, do go through our blogs section

At CEPTES, we are a Salesforce consulting partner offering end-to-end Salesforce solutions. Reach out to us, we’ll be happy to assist you. 

Thanks for reading!

Salesforce, Salesforce Essentials

Boosting Productivity through Chatter: Everything you need to know

Collaboration with the team is essential in a workplace. It helps in brainstorming and reduces the friction between team members. This need for collaboration is highly pervasive in the present times where employees have to work from home. 

Fortunately, this task is easy for the 150,000 customers of Salesforce as they get access to Salesforce Chatter, a social CRM platform for chatting, screen sharing, and much more.  

Ahead, we’ve discussed some use cases of Chatter and highlighted how an organization could leverage this platform for the best results and productivity.

What is Salesforce Chatter?

To be on the same page, let’s begin by talking about Salesforce. It is the No.1 CRM software in the world where more than 70% of CRM users in the world prefer Salesforce. From providing customized solutions for finance to the sales industry, the focus of Salesforce has always been to increase the time agents devote in book building instead of doing routine tasks that could be easily automated. 

Since 1999, the company has helped small and large businesses alike in boosting their sales and achieving efficiency in functioning. The Chatter tool also works on the same ethos where it has been voted as the No. 1 enterprise social network. There are five ways it could be beneficial for an organization and we’ve described them below.

Benefits of Using Chatter for your organization 

  • Easy Engagement with Executives

Do you wish to directly interact with the top executives? While they might not have time in their official work hours, doing so is quite easy in Chatter due to the interactive UI that presents all the questions, comments, and posts in a lucid way. Even Salesforce CEO Marc Benioff posts frequently to get feedback from the members of Salesforce he wouldn’t get a chance to interact otherwise. 

  • Structured Conversation, never lost in the stream

There are several business communication platforms such as Slack available on the internet. However, the biggest drawback of theirs is that the conversations aren’t well guided. 

A strategy conversation might soon get transformed into an unrelated design conversation which might not contribute to the benefit of the organization. This is where Chatter distincts itself from other software as it brings historical data and context into conversations to keep the team focused on a certain task. 

  • Taking actions

The enhanced utility of Salesforce Chatter is manifested by the fact that members could create support cases, update sales opportunities & orders, and approve project funds, all from within the community. The ability to integrate any record and object to the feed provides unmatched functionality to the process at hand. 

  • Ensuring best ideas come to light

Searching for the best ideas is relevant to separate the wheat from the chaff. Chatter offers several features such as liking, commenting that make sure good ideas are highlighted and easily noticeable by the team. The ‘poll’ option goes a step further in assessing the response of relevant people in a matter of time. These polls can be directed to the entire company, specific groups, or even just a few people. 

  • Eliminating unnecessary meeting

Since the pandemic started, most of the meetings are conducted on zoom or other platforms. Professionals report spending most of their time on meaningless meetings as the essential message could’ve been easily communicated through a single mail or group chat. 

Chatter allows testing ideas with co-workers and therefore prevents the need for any meeting altogether. The functionalities allow everyone to share ideas without getting into long meetings. 

  • Unmatched results in Sales

The sales team of any organization has to deal with dynamic elements because, at the end of the day, sales deal with humans. It is important to get feedback about the presentation, ask questions that could give insights, and find customer references. These are all possible in Chatter as it offers unmatched functionalities when it comes to sales. 

  • Customer Service

Strong Customer support is an essential pillar in the journey of a business. Easy redressal of complaints and fast response time makes a customer loyal to a particular company and thereby contributes to customer retention. 

As customer support agents are at the forefront of this matrix, it becomes important to empower them with the relevant tools. Salesforce Chatter goes a long way in filling the gap by ensuring the global support teams are united to solve any difficult case at hand. It also offers the option of collaborating for customer success. However, the best utilization of Chatter happens when support teams are able to interact directly with the R&D team to give feedback directly from the customers. 

At last, flagging a case as ‘critical’ invites the right person to collaborate and solve the issues expediently which also serves as a big factor. 

  • Marketing redefined

Just as sales and customer service could reach new heights through collaboration, how can we forget the marketing segment? With the help of Chatter, the teams could collaborate on campaigns, educate employees on company news, test creative scripts, share marketing materials and even share files with ease. 

Marketing is all about coming up with out-of-the-box ideas, and what’s a better way to brainstorm through collaborative tools to get new ideas? This is why Chatter is increasingly becoming a favorite among marketers for achieving new heights. 

  • Lower distraction and email clutter

Shifting from collaborative tools to email and back to such tools takes a toll on productivity. The enhanced distractions such as emails pose issues in cultivating intensive focus. Chatter avoids the need for such emails. 

Also, lower clutter in mailboxes helps in the neat organization of the personal computer. 

  • Using anytime, anywhere

The best part about Chatter is it can be used anywhere and everywhere. You can post to a group, download a file and conduct a myriad of functions remotely through your phone. The app is secure and allows seamless transactions without any hiccups. 


The No.1 enterprise social network Salesforce Chatter surely brings a change in the lives of employees. Recognizing its benefits would make sure the companies exploit its potential to the fullest extent. 

Thanks for reading. Have a great day!


Everything about Salesforce Territory Management: How to Boost Sales & Enhance Revenue

Investment in the right tools we use for our job can save us from countless hours of stress and enable us to focus on the right things. 

When it comes to sales, Salesforce Territory Management plays the role of a reliable tool. From account and territory management to lead and opportunity management, all the solutions are provided under one roof. 

There’s a dearth of literature on how to use SalesForce territory management to benefit sales representatives and enhance revenue. We present you a brief overview of this highly coveted tool you can use to achieve the said results! 

What is Salesforce Territory Management?

Before beginning with the main topic, it’s important that we start from the basics to be on the same page. Salesforce needs no introduction. It is a cloud-based Customer Relationship Management software that is used by more than 1,50,000 customers in the whole world


The company has revolutionized the way sales takes place in the world and empowered the customers to serve customized solutions to their clients. The territory management service is a new feather in its cap where it seeks to organize the sales team in a way that boosts productivity. 

It can also be described as an account sharing system that helps in easy structuring and sharing of data to take important business decisions. 

How does it work?

Almost every business organization has divided its sales team on the basis of characteristics such as geographical area or customer group. The territory management tool also allows the business to assign different territories to the sales team based on the sales potential, geography, history, or combination of these factors. 

It gets quite easy to know who’s assigned to work with which accounts, and it also gets easy to allocate work to the sales reps to achieve targets in a more transparent way. The old way of using spreadsheets and maps gets quite clumsy and this is where Salesforce has not only replaced them but also added several functionalities to make the work even easier. 



Features of Salesforce Territory Management

Having given a brief intro, now it’s time to dig deeper into the several features. 

  • Ideal for all organization

Salesforce is used by all companies ranging from small ones to Fortune 500s. This is why it was imperative to build its functionality in such a way that Territory management can be used by companies with few sales representatives as efficiently as big companies. For example, ‘rule criteria’ allows users’ accounts to be named on the basis of their actual names. This feature is beneficial for small companies with few sales reps. However larger companies can do assignments by number as well due to the sheer size of sales reps. 

  • Role Hierarchy- Organize management relationship

The hierarchy at the workplace demands different information to be used by different people. For example, the VP of Sales may require an overview of figures pertaining to all sales reps, whereas a single sales rep may only need access to accounts within his/her territory. 

The Role Hierarchy feature makes this possible as it prevents unnecessary data sharing and confines data to required people only. This contributes to security of data and also eliminates the duplication of resources and information. 

  • Analytics to provide accuracy and reporting

Performances need to be measured to incorporate further changes. In the present times, the analytics offered by several tools offer this functionality and it’s available in territory management tools too. While using the traditional softwares such as spreadsheets the major time of sales reps goes in arranging data to make some sense out of it, however using Salesforce such efforts are not needed to be put. 

Further the crystal clear visualization of data allows getting a consolidated view of the performances. 

  • More customer satisfaction

As per research by Salesforce, 50% of the time spent by banking agents, relationship managers and insurance managers is spent on performing trivial tasks. Only 24% of the time is spent in actually interacting with customers to deepen the books of business. 

This is why; it doesn’t come as surprising when customers complain about lack of satisfaction with the company and the sales representatives. In this case, if sales reps need to be divested from these trivial tasks, they could focus more on the actual work. Territory management tools allow this leeway. 

In the same way, it also helps reps in playing to their strengths by assigning them the tasks they are thorough in. For example, a sales rep may be good at converting leads, then he/she should be shifted to roles requiring dealing with large clients instead of small ones. 

Things to take care for while Creating Territory plan

  • Effective allocation of resources

While using the analytics, you’ll realize that many sales reps are concentrated in some territory even when no apparent need exists. On the flipside, several territories might require infusion of sales reps to boost customer interactions. A proper analysis of such instances is required to efficiently allocate resources for reducing costs, lowering burnouts among the sales reps. 

  • Asking the relevant questions

Questions such as ‘what are the customers buying’, ‘which events lead to purchases’, ‘what are the bottlenecks in the purchasing cycle’ and others would help in better formulation of sales territory plans. 

  • Sandboxing

Many times it’s hard to be cent percent sure about how a strategy would roll out in actual implementation. Sandboxes can be pretty helpful in such situations. They provide a controlled environment where one can use real data to see how the strategies would play out. 

Salesforce offers such sandboxes to customers based on the requirement. It’s important to use them for getting a clear picture.


We hope the above mentioned information was helpful in making you aware of Salesforce Territory Management. It’s important to take all the necessary actions before beginning with the assignment of sales territory to reps. At CEPTES, we help companies in leveraging Salesforce and Territory management tools to make the best out of their sales plans. 

Reach out to us! We look forward to associating with you!


How a Non-Salesforce Developer Can Become an SFDC Developer in a Week

With AI & IoT taking a centre stage in the world, Salesforce is going to be an indispensable tool in the IT industry. Its partners are already investing in India intending to leverage the potential of the talented young population. 

Even a beginner level developer is offered a salary of Rs.5,00,000 which doubles in just 5 years.



This makes sense to know how to become a Salesforce developer in the minimum time possible. 

Let’s learn the step-by-step process for the same!


Even a beginner level developer is offered a salary of Rs.5,00,000 which doubles in just 5 years.”

To help you better understand this position, we had a chat with Indu Singh, our SFDC developer, who throws more light on this responsibility by sharing her experience.

Here it goes–

How Did Your Salesforce Journey Begin, And Can You Tell Us About Your Transition to an SFDC Developer?

Before joining CEPTES, I was on a maternity break, and it was on and off for around four years. And after those four years, there were drastic changes, and I had to work on those technologies- the changing technology and the one I’ve been working for. As technology doesn’t stay as it is, I was looking forward to new challenging work. And at the same time, I had to work on the previously assigned technology, like the ongoing data on demand, so I was looking forward to something like that. Salesforce is similar to Siebel. It is also a CRM application which is why I was hoping to look into it. Some of my ex-co-workers had gradually moved to Salesforce and learned how to have a lucrative and rewarding career here.

I then researched and found out that the Salesforce Trailhead is available for everyone to access, and I began to explore and started learning from there. It was pretty exciting to learn new things. It is very much open, and whatever you want to know is available, so it was an excellent opportunity to learn without going anywhere to learn, end to end learning happened there. In Trailhead itself, I got introduced to the Salesforce module. It was Trailmix, and I didn’t know much about it and that they provide certifications too. So, this was an excellent motivation to begin my learning journey.



I completed that module, and I wasn’t aware that those employers connect with you after you finish your module. So, I thought that once I am good enough, I’ll start working again by giving my job application.  I completed my Salesforce module; I received a voucher and got the opportunity to get connected with employers. I applied to different companies. I saw CEPTES and that they were recruiting people, and they explained how it was an excellent opportunity to join their team and learn, and I was looking forward to learning since it was almost four years that I was not working. I applied here and successfully cleared the interview rounds and accepted the offer. When I joined CEPTES, I was so thrilled since in just a day or two, my learning began, and I saw that everyone here is talented, and were mostly from the Salesforce background. Everyone is very receptive and is always there to help you out. So, this is a good opportunity for freshers since the mentors are always there to help, and they clear all your doubts, they motivate you and there’s no micromanagement. I would complete the tasks within the given time frame as everyone here is very career-oriented and professional. You get your space to peacefully work here.  So, it was overall good learning, and after 15 days, I joined the project, and there the whole team was outstanding, and one can reach out to even the senior managers or anyone. Everyone here helps each other to understand the workforce better.

Continuous learning takes place here, and the project requirements always keep coming. The one good thing about the working environment here is that they trust you and try to help you.

Do You Have Any Advice to Those Budding Salesforce Developers Who Want to Get Into the Salesforce Ecosystem?

For anyone who wants to explore the excellent opportunity within the Salesforce ecosystem, this is a perfect place to learn Salesforce. I’ve worked in different organizations, but I didn’t see this kind of working environment there. Although I am working remotely, I am working without any hassle. So, any person who is getting an opportunity to work here should leverage the learning and career opportunities here, and from my personal view, I greatly appreciate the ecosystem here. This kind of coordination is worthwhile. And also, a great place to learn Salesforce.

Would You Like to Recommend Any Other Resources to Anyone Who Wants to Become an SFDC Developer?



The most significant benefit of getting into Salesforce is that everything necessary is available, free of cost, and you can start from scratch, everything available from end to end. So, if they want to start, they can start from there and about the certification, giving an overview of the application, there are many other certifications. It depends on what role you want to get in. Every piece of information is available there, so once they log into the Trailhead, they can quickly start, and the journey to Salesforce is specific or Trailmix to motivate.  So, if they begin from Salesforce Trailhead, it will be tremendous, and the journey to Salesforce and other quests and other challenges is posted on the Trailhead website, and Trailhead will be of great options for people who are thinking to start from there.

What is the best thing you enjoy working as an SFDC developer?

It is very much customizable, and it can be as per the user’s requirement. So, lots of modifications can be done, and it is cloud-based, so you don’t have to separate. It is integrated with a lot of new technology and easily customizable.

Can a Non-Developer Become an SFDC Developer?

I see many people who are from non-technical backgrounds. They don’t have a technical degree, but they are working fantastic like any other developers. So, I think anyone can start if one has a passion for working in the Salesforce ecosystem.

To guide you more, here are some step-by-step guides to becoming a Salesforce Developer.

1.  Learn Basic Coding

Starting from the basics is essential to build a solid foundation. ‘Basics’ here means coding, and knowing it thoroughly would give you an unmatched advantage as a developer.

We recommend learning Java as it is a programming language used on almost all platforms and operating systems. 

You can build multiple apps using it. Additionally, it would make learning Salesforce easier. 

How is it? 

This is because Salesforce’s programming language Apex is 95% similar to Java, its coding style and constituents such as syntax.

So where do you learn Java from? 

Thankfully there are tons of resources online that’ll help you get started. And the best part is, most of them are free.

2.  Become a Salesforce Admin

Almost everyone involved in the field of Salesforce recommends knowing the admin side of Salesforce. 

The stalwarts go to the extent of saying, ‘without becoming a good admin one can’t become a good developer’. 

It is suggested that you spend considerable time and effort completing certifications such as Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, Salesforce Certified App Builder, Service Cloud Consultant, and so on.

“The stalwarts go to the extent of saying, ‘without becoming a good admin one can’t become a good developer’.”


Also Read:
Is Salesforce Admin a Good Choice for My Career?


3. Get Your Hands on the Actual Software

Believe it or not, Salesforce is such software that can be used by a common man in their everyday life. 

For example, tracking your visit to the grocery store, your family doctor, or even your job applications can easily be done through Salesforce. 

This would be beneficial in getting a hang of the CRM platform and expediting your journey of becoming a Salesforce developer.

“Believe it or not, Salesforce is such software that can be used by a common man in their everyday life.”

4. Pursue Some Courses for Salesforce Development

Now the next step in your journey would be pursuing a development course from any credible organization. 

And what organization could be more credible than Salesforce itself? 

You can log into Salesforce’s own training platform, Trailhead

It provides great resources however sometimes the newbies get confused seeing a lot of modules and courses at their disposal.

The key is finding those courses that would be beneficial for you in learning Salesforce in the minimal time possible. 

Salesforce releases new updates every four months. You can also follow these sources to learn and upskill. 

Here’s a link to the CEPTES Technopreneur Youtube Channel to learn and develop your skills more. 

The above sites could be helpful for you as a newbie.


We hope the four points mentioned above crystallized the method of becoming a Salesforce developer. Make sure you hustle for a few months to land yourself a high-paying developer job. At CEPTES, we have built a learning-mentoring hybrid model for our employees. This enables our employees to be a learner as well as an implementer. We are seeking high-performance-driven professionals who can join our amazing team. Explore our careers page to know more about different opportunities.

Salesforce, Salesforce Developer

Salesforce and Power BI: Analyze Your Data in Minutes

Salesforce and the integration of Power BI are one of the most demanding tools for any sales organization or the business intelligence team. 

Enterprises often use the Power BI to visualize their entire Salesforce data and tap into additional data sources.

In just a few clicks, you can build a connection between Salesforce data and Power BI. Within a matter of a few minutes, you could visually analyze your data.

Why View Salesforce Data through Power BI?

Power BI helps to analyze business data for sharing insights with rich visualizations. It also offers a desktop version as well as a cloud version. For extensive data exploration and further advanced stuff, you would need the desktop version. Power BI Cloud-based gives an easier way for creating different dashboards.



It is also one of the best options for the marketer as well as for accounting power users.

Salesforce is known as the backbone for sales efforts. To scrutinize data in Power BI, you would find everything sits behind Salesforce’s API.

To obtain data from your Salesforce API to the Power BI, you need to gather data that includes the standard Salesforce Objects such as Leads, Opportunities, 

Accounts, and Contacts accompanying the custom objects.

Obtaining such kinds of data into Power BI can have many advantages as it combines sales data along with different sources like billing or support or checks specific sales KPIs which are relevant and are making sense for an organization.

Connecting the Two Platforms

Visualizing the data of your business and sales can help your organization grow in no time. Viewing business data with Salesforce KPIs enables you to focus on better promising opportunities, understanding the pipeline health, and campaigns or related channels with a specific number.



Although visualizing the data alone will not be enough. You also need actionable insightful metrics allowing you to understand particular questions.

All of These Would Help You to-

  • To understand what to focus on and help you for making better decisions
  • Throw a light on the various angles of the sales process helping you in identifying specific trends
  • Gives you an idea on which customers are giving profits to your business
  • Improves the communication among the internal teams

How to Connect Them?

To have a powerful and unified view across your entire customer data can be done in a three-step process.

  • Pull data from the Salesforce
  • Load Salesforce data in a centralized place for accessibility with Power BI
  • Create the Salesforce Power BI dashboards and analyze data in minutes


With Power BI, it can turn your Salesforce data into beautiful dashboards in just a matter of a few minutes. It’s a new analytics experience for business users. You can effortlessly combine and visualize your entire data. You can push your business further and get to know the spot trends immediately. Getting Salesforce data out of Power BI is not easy and rather could be a mundane task for you. At CEPTES, we help enterprises by effortlessly integrating Salesforce and Power BI to receive powerful insights. To know more, connect with us. We would love to associate with you.

ceptes, Salesforce, Salesforce Developer

How to Begin Your Career as a Salesforce Consultant?

“By 2024, Salesforce and its ecosystem are expected to empower the creation of 4.2 million jobs worldwide.”

Yes, this is a big number, you can say, this number is equivalent to the combined GDP of Thailand and Belgium, or the population of New Zealand. The global impact of Salesforce is much bigger than technology and a company. Over the years, Salesforce has scaled up its platform, modernized and reinforced its products and services.

That’s undoubtedly contributing to its fast-paced growth. That’s why Salesforce professionals are in huge demand. One such prominent and leading role is Salesforce Consultant. 

Do you know they make an average of $41 per hour?

An average salary of $84,681 per annum is what they take home. 

A Salesforce Consultant is a trusted advisor to tackle complex business challenges with technical solutions and bring the best use of Salesforce to the customer.

To guide you more about this role, we had a chat with Sandhya Rani, our lead consultant, who throws more light on this responsibility by sharing her experience.

Here it goes

How did your journey in Salesforce start? Tell us all about how you transitioned from a fresher to a top Salesforce Consultant?

My journey started with CEPTES itself. After completing my bachelor’s in Computer science, I was looking for a job. I received a call from CEPTES HR, who told me the role was related to Salesforce.

At first, I thought it was related to Sales and almost refused the opportunity. Then they explained about Salesforce to me and I decided to give it a try.

I was tested for my knowledge of JAVA, and I cracked the test. 

Following that, we had two and a half months of insightful training provided by CEPTES.

My journey started with the admin role, as previously I was into coding. While learning Salesforce, I realized I can visually experience my work, like every addition, editing, and configuration I can see in the UI. That was very intriguing for me.

After the learning sessions, we used to get tasks to comprehend the learning practically. That’s how we learned and practiced our Salesforce skills. 

With extensive guidance and mentoring and evaluative tests, I was brushed up on my Salesforce skills. 

After the training, 10 people were selected out of 20, and I was one of them.

That led to the beginning of my journey at CEPTES. Initially, I was working on internal projects only as customer projects required experience. Whenever I was stuck somewhere my colleagues and mentors were there to guide me and ensure smooth sailing for me. 

After getting relevant experience, I started working on client projects as well. 

Now I can confidently say that “Starting my Salesforce Journey with CEPTES is my best career decision someone can make”. 

Any advice you would like to give to the budding Salesforce developer who wishes to become Salesforce Consultant?

Whip up your concept crystal clear. Don’t think I should know Salesforce as I want to get a job. Start learning it from basic, slowly and steadily you’d be able to set your foot in the Salesforce Ecosystem.

First of all, start learning the admin part, master the basics and then move to the next steps.

Learn about the security, profile, permissions, sets, and everything important. It doesn’t matter if a person is very good at coding but if he/she doesn’t know the basic Salesforce things, their chances to land a Salesforce job decrease. So, for anyone aiming to be a Salesforce Consultant, the utmost priority should be clearing their basic Salesforce concepts. 


“Salesforce Consultant: The Trusted Salesforce Advisor”


Is it true for anyone entering the Salesforce ecosystem, mastery of the Java programming language is mandatory?

The programming language we use here is very much similar to Java but is much more straightforward than Java or any other programming language.

To some extent, a person knowing Java is at a gain.

However, the best part about Salesforce is that it is a no-code or low-code platform providing more diverse opportunities than coding. This incredible feature is exclusive to Salesforce.

Does the Salesforce ecosystem prefer the least involvement of coding or minimal coding?

That depends on the target of every Salesforce professional. If you can achieve anything without code then the client will be a lot happier.

So, the client mainly expects consultants to provide minimal or no coding?

Yes, not just the client but even as a consultant, we want to build the product with zero or less code to be more efficient.

Do I need to pursue any Salesforce Certification or Training to become a Salesforce Consultant?

It’s not like any training we have to do. It’s just a thorough learning process. That’s the crux. 

“You have to learn everything, not like you have to do any training”. 

It is good to have any certification. That qualifies you’re a certified developer.

Can you tell us the certifications a Salesforce Consultant can take?

Start with Salesforce Admin Certification.

Then, you can move to the higher level with Salesforce Certified Platform Developer I Certification and simultaneously to Salesforce Certified Platform Developer II Certification and so on.

Here’s the list of certifications I did-

  • Salesforce Certified Administrator
  • Salesforce Certified Platform Developer I
  • Salesforce Certified Platform Developer II
  • Salesforce Certified Platform App Builder

How does Salesforce stand out from other technologies?

  1.   No coding requirement
  2.   Fastest growing industry
  3.   Salesforce is unrestricted to one thing. It has hundreds of options for you to start a career. 

How’s your day at work look like?

As a consultant, our number one priority is success for our customers.

Our day starts with a meeting where we discuss all tasks we have to do today, what is the timeline to complete the assigned tasks.

We need to communicate internally with multiple teams to efficiently bridge the gap between business problems and practical solutions.

Evenings will be spent to resolve the tickets under our name. 


Today, the world’s enterprises are experiencing a digital transformation. And cloud computing, growing at a much higher speed than IT as a whole, is a crucial factor in that transformation. 

With its robust growth, Salesforce drives the growth of cloud computing.

We are looking for highly enthusiastic individuals for our fantastic team. With the right mentoring by CEPTES, you can build a lucrative Salesforce career, even if you want to start your career from scratch. Explore our careers page to join our team.


Women Recruitment Drive: Become a CEPTES Trailblazer!!

CEPTES is organizing an exclusive recruitment drive just for female candidates. With our initiative, we aim to empower women with opportunities in the world’s fastest booming technology.

Our initiative is in response to various issues women face in the work economy.


“In 2021, women’s share in the workforce is only around 36%.”

Also due to the pandemic, 4.5% of women employees are at risk of losing their job. 

Our female employees have been superior support in our growth and success. We know how much value a woman brings to her workplace. 

For that and many more reasons, we are looking to hire women who are passionate about technology and have the capabilities to drive innovation and changes in the world.


Who Can Apply?

Women with salesforce background

If you have been working in Salesforce and have completed some Salesforce training, you can apply to be a part of CEPTES and scale your Salesforce careers to heights.


Experience required: 1+ years


Women with non- salesforce background

CEPTES has been a stepping stone for women who were from the non-salesforce background in making a successful career in the Salesforce industry.

So, even if you are from a non- salesforce domain, we have an opportunity ready for you too. 

Experience required: 3+ years



Women who are freshers

Don’t worry if you’re someone new to Salesforce, you can still start your Salesforce journey with us.

If you’re deeply interested to learn Salesforce, have done or are pursuing some certifications / has earned or are pursuing some badges you can too apply.


Experience required: 0-1 years


Returning women

“Taking a career break doesn’t end a person’s skills and capabilities.”

With our initiative #HopeStrengthBelief we extend our support to women in realigning with the workforce again after a career break.

Through the recruitment drive initiative also, we welcome returning moms to the work economy and be with them in their journey of reshaping their careers. 


More Reasons Why You Should Join Our Team

With employee-centric policies in place, CEPTES ensures employee benefits that help you in efficiently managing both your personal and professional commitments.

  • Family Health Insurance Benefits for Every Employee
  • Industry outpaced salaries
  • Speedy Promotions
  • Annual Team Vacations
  • Casual leaves and parental leaves


What is the Recruitment Process Like?

Time is precious for everyone. Thus, we’ve come up with a seamless and smooth one-day duration process.

  • Apply with us, and take part in our Orientation Program(No exceptions for anyone). 
  • Write a test.
  • Wait for 4-5 hours for results.

If you’d be selected your offer letter will be handed over to you on the same day.


Open positions 

  • Salesforce Senior Developer
  • Salesforce Junior Developer
  • Salesforce Lead
  • Salesforce Architect


Date: 26th June 2021

Apply here:



Salesforce is a booming technology, which right from entry-level positions has room for advancement and offers a variety of job roles. We at CEPTES, follow the learning-mentoring hybrid model to strengthen our employee’s skills and performance. Join us to start or scale your Salesforce career and achieve new heights.


MuleSoft : Achieve Faster ROI

As per research, an organization uses 900 applications on average. While having a large number of apps surely offers high functionality, the benefits are offset by a lack of integration between such them. 

And this harsh truth is demonstrated by the fact that only 29% percent of the apps can integrate/connect with each other. There’s an urgency to address this issue and this is where MuleSoft comes into the picture. Using the power of the Application Programming Interface, the #1 integrator platform helps in removing the bottlenecks that organizations face. 

Wondering how it could help in achieving a high Return on Investment? Let’s have an in-depth discussion about the same!

What is MuleSoft?

As already discussed, it is #1 integrator in the IT world that helps IT systems ‘talk with each other’ to speed up information flows, reducing organizational costs, et cetera. The best part is, it not only connects the organization’s internal systems but also third-party systems that may be needed to coordinate with. 

MuleSoft essentially takes all the drudgery from the organization away and helps them engage in meaningful tasks. As per research, IT teams of companies spend 70% of their time just keeping the lights on! This means less than 1/3rd of their time goes to building something productive that gives the organization new heights. 

How does MuleSoft help in increasing ROI?

MuleSoft leverages APIs to help the system integrate in a better way. There are several benefits of using MuleSoft which have been described below that’ll help in increasing the return on investment in a very short period.

-> Higher efficiency than traditional Point to Point connections

System integration methods are divided into different types:

  • Point to point integration that can handle a single function, 
  • vertical integration that serves a limited number of systems, 
  • star integration that allows more functionality and connects a large number of subsystem 
  • Horizontal integration, and so on.

MuleSoft is highly beneficial in every and more efficient than Point to Point connection as it decouples the system, allows developers to discover new ways to access legacy applications, and so on.

-> Faster Deployment

What’s the point of using an integrator if it takes significant time and effort for being deployed? MuleSoft considered this and built up a cloud-based solution that doesn’t require any dedicated server or database. Results- It doesn’t take any time to install, configure or even assemble any of the required constituents.

-> Reusable building blocks

Reusability of integration assets goes a long way in building a sustainable enterprise. Just like typical assets, these IAs also provide significant future benefits to IT and the business. And how exactly does it happen? Well, the first way is through increasing the developer’s efficiency. Here, reusing the code works wonders for the developer as they don’t have to redevelop it. This means they would be able to free up their time and engage in more productive endeavors. 



The other way reusable integrations assets help achieve higher ROI is by increasing efficiency that goes into maintenance. As stated earlier, 70% of the time of IT personnel goes in just keeping the lights on, this hurts the organization’s efficiency. At this place, if this drudgery is dealt with, then in turn organization efficiency is increased.

-> Plug & Play solutions

Plug & Play systems do a great job in freeing up the IT team and engaging them in more productive issues that need attention. Just like the other features mentioned above, this also aims at increasing ROI by making the customer experience better, the security stronger and regulation compliance easier.

-> Advanced API security

APIs have increasingly become the target of malicious hackers. While they offer functionality, these security issues take away a lot of credibilities they gain. This is why it is important to choose those integrators that protect the organization from such malicious hackers and users. 

MuleSoft pays special attention to the security of the system where such issues are non-existent, courtesy- the robust security infrastructure.

-> Minimal system requirement for operation and coding

As API-led solutions are efficient, there exists a low requirement of hardware such as RAM, SSD, and others to reach the desired efficiency. For example, a 4 GB laptop would be enough in handling all the coding requirements along with the normal day-to-day operations. 

Not only this, even if you are not a developer, you won’t face any issues in setting the system up and running. This also saves costs on hiring new personnel.

MuleSoft  Case Studies 

There are several case studies where MuleSoft helped start-ups, fortune 500 companies, and even government organizations increase their efficiency. 

  • NSW Health Pathology

The New South Wales Pathology- an Australian health organization had to integrate its different laboratories, pathology collections services, and employees to fight the pandemic. To bolster its business objectives and boost the health organization’s contribution, MuleSoft, leveraging its Anypoint platform, helped in accelerating testing for COVID-19, improving health outcomes with Point of Care Testing, and so on. 


INSEAD is a name known to everyone in the management sector. For a long while, it was dealing with issues such as information silos, operational efficiency, and so on. MuleSoft helped in minimizing manual tasks, increasing operational efficiency, and bolstering sales operations by integrating all the required constituents. As per INSEAD, they were able to save 80 development hours, and increase developer speed by 44% after employing MuleSoft. 

  • Forrester

Forrester serves as a leading case study on how companies could increase their ROI by a great number. As per reports, they were able to experience $7.8 million of benefits within just 3 years of employing Anypoint platform by MuleSoft. 

They also experienced other benefits such as a $4.2 million increase in API reuse through Anypoint Platform, $1 million in time-saving towards building new APIs and so on.

Best MuleSoft  and Salesforce Consultants in town

We hope the piece helped in identifying the way MuleSoft helps in increasing ROI for the organization. We suggest utilizing the combined power of Salesforce and MuleSoft to achieve terrific results. 

At CEPTES, we are a team of certified consultants helping companies improve productivity, minimize costs, and optimize productivity through Salesforce and MuleSoft. 

Connect with us today! We’d love to associate with you!