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Salesforce Einstein AI
AI, Einstein, Salesforce

Salesforce Einstein AI – Artificial Intelligence for CRMs

 

The world’s most savvy CRM, Salesforce Einstein, has taken technology to another level. It is artificial intelligence firmly integrated into the Salesforce platform, making Salesforce the globe’s most intelligent CRM. Salesforce Einstein is a conscious attempt by the company to make life easier for customer service reps and their administrators, and all CRM subscribers.

What is Salesforce Einstein Analytics?

In a word, Salesforce Einstein is artificial intelligence (AI) technology that has been integrated into the Salesforce platform and developed by Salesforce to improve proficiency, free up time for customer support representatives, automate reports, identify errors, and more.

Einstein helps organizations better understand their current and potential customers so they can convert more leads and provide better service. It also analyses your data and concludes it to provide reports and make predictions unique to your company, customers, and potential customers.

What makes Einstein stand out from the market?

Data is the foundation, and everything you do starts with the information you collect. Your customer data is already in the CRM, and Einstein can help you do something more useful with it. It combines the power of email, social media, IoT, and external data.

This data in your CRM becomes the gasoline that powers your AI models, and because it’s already organized, Einstein can begin learning, establishing processes, forecasting, suggesting, and automating.

The Einstein Analytics application can successfully investigate complex datasets. And you’ll be able to see all of your data in one place and apply insights to improve your processes.

The Benefits of Salesforce Einstein

Deep Learning, Predictive Analytics, Natural Language Processing, Machine Learning, and Clever Data Discovery are all used to power Salesforce Einstein. Einstein models are made to order for each buyer. 

With each encounter and piece of data, the model learns, self-tunes, and becomes more judicious. This aspect of Einstein’s intellect is now being incorporated into the commercial world by forecasting future behavior, generating relevant insights, and, in any case, automating errands.

Here’s a quick rundown of the unique combination of Einstein’s advantages that sets it apart from other options:

User-friendliness: Because Einstein is built on the Salesforce platform, it integrates smoothly with your Salesforce workflows. There is no need for data science expertise, Einstein can be used without prior training because it handles the data processing models.

Customizability: In the case that cutting-edge modification is required, Einstein provides help that can be customized via code. Einstein examines whether the data models created are satisfactory and updated regularly.

Salesforce automation: Einstein automates manual data entry and work procedures to do predictive analysis.

Salesforce Einstein’s Role in AI Integration

Here are a few ways Salesforce Einstein applies artificial intelligence to your daily operations:

Sales Cloud Einstein: Sales cloud Einstein has a variety of capabilities, such as motion capture, insights on records, opportunities, contacts, and lead scoring, to help salespeople follow up on the correct leads and enhance conversions.

Einstein, the Commerce Cloud: Einstein makes AI-powered commerce easier than you may think. Recommend the best products and deals expertly to boost order value using cutting-edge features. Model features include mobile site reference, design blueprints, order administration, Google Android Pay connection, and predictive sorting.

Marketing: The AI platform allows users to forecast the ideal channel, timing, and content for a marketing message to reach your target demographic. It also helps you create campaign content tailored to your customers’ needs. 

Service Cloud Einstein: Salesforce Einstein enables Salesforce’s contact ecosystems to automatically break down deep customer information using AI and machine learning in real-time. This component helps to provide a different customer service experience.

The Einstein platform improves your CRM’s ability to break down billions of data points into predictive insights and prescriptive recommendations based on those findings.

Wrapping Up

Salesforce is ahead of the competition with the implementation of Einstein AI. Furthermore, the ability for independent developers to create bespoke apps that connect to the Salesforce Einstein network allows all Salesforce users to get personalized solutions for their sales, service, and marketing needs.

Salesforce ensures that Einstein AI can handle a wide range of tasks, including lead generation, opportunity generation, email content recommendations, commitment scoring, post-classification, etc. And, because Salesforce is constantly adding new features, this list may become lengthy. Contact us for all your Salesforce requirements. We are a reputable Salesforce development company that will help you with the best Salesforce solutions suiting your business.

 

Get in touch with us and our experts will guide you.

7 Ways to Unify Data and Create Connected Customer Experience
Customer Experience, Salesforce

7 Ways to Unify Data and Create Connected Customer Experience

 

Brand marketers and advertisers spend a lot of time coming up with unique campaigns, tactics, and processes while keeping prices low and assuring a solid return on investment (ROI). But the business dynamics keep changing continually, generating new trends in the market that businesses need to keep up with to stay in the market. Connected Customer Experience is one such trend in the Experience Economy which is making waves.

What is Connected Customer Experience?

The COVID pandemic has impacted everyone’s lives and lifestyles. People today are more connected than ever before, communicating with friends and family through various channels, and their interactions with businesses are no exception.

Connected Customer Experience includes your client’s experiences with your business and the whole customer journey, from initial contact to becoming a happy and loyal customer. To keep up with today’s fast-paced business environment, you’ll need to design connected user experiences that allow you to acquire real-time information that enables responsive and relevant experiences across all touch-points.

 

Customer Touch-Points

(Customer  Touch-Points)

 

People interact with businesses via various devices and touch-points, from websites to apps. What is the challenge? To create a connected customer experience, companies must find a means to connect all of these diverse touch-points and combine several channels.

Building a connected customer experience is more complex than it appears, as it necessitates bringing together segregated consumer data, which is sometimes scattered over hundreds of systems.

Role of Data in the Economy

Data is critical for building unified consumer experiences in today’s business environment. To provide essential insights that shape the customer journey, firms must now be able to access and consolidate various sources of consumer data.

Many marketing leaders are gaining an advantage over their competitors by leveraging data and using it to develop new, imaginative ways to engage their target audiences. Top digital platforms are employing personalisation as a strategy to provide an exceptional experience to their audiences, resulting in a higher return on investment.

As a result, data is undoubtedly fueling today’s Experience Economy, and an innovation plan can assist you in thriving in the era of mass personalization.

 

Customer Experience Stats

(Customer Experience Statistics)

7 ways to create the connected customer experience

A defined roadmap around customer needs

The first step in developing a customer experience plan is to develop a clear customer-centric vision that you can share with your team. Companies combine previously segregated channel strategies to create unified marketing, advertising, commerce, and service strategies.

At the outset, a roadmap for product launches, marketing campaigns, and other initiatives can be established, taking into account top customer pain issues and technology and data. Make sure that this roadmap should be known by heart by every team member, and they should be incorporated into all aspects of training and development.

Identifying Your Customers and their Needs

Customers are important, but not all customers are created equal; some earn more revenue than others. The next step in putting these customer service standards into practice is to identify all the types of customers interacting with your web interface, customer service agent, or both.

You must first identify these clients and classify them into several groups before constructing your strategy around them. High spender, regular shopper, and high influencer are common segment splits, although these are ultimately unique to your organization. You can create great marketing campaigns and strengthen your marketing, commerce, sales, and service teams because they will have access to all of the data on the customers they are dealing with.

Creating a connection with Customers

When a team member establishes an emotional connection with a customer, the best customer experiences are achieved. According to a survey, a company that optimizes for emotional connection outperforms competitors in terms of sales growth by 85 per cent.

This is because word-of-mouth is no better way to develop your business organically. Happy clients are more likely to submit positive reviews or tell their friends about your service, which helps your company. Do you see how vital, connected user experience can be?

Make a Measurement Model

Because providing customer experiences necessitates a significant investment of time and money, it’s critical to demonstrate quick returns on investment through monitoring performance and effect.

Some ways to achieve that include:

  • Auditing crucial touch-points in your customer journey framework to find measurement gaps is one approach.
  • Standardizing data collecting naming conventions across channels
  • Begin gathering relevant data as soon as possible so that you may utilize metrics to analyze the impact of your strategy and prioritize it.
  • Using critical indicators to get information on consumer engagement and return on investment.

Unify your Data

Today’s businesses employ a variety of applications to store their data. Various teams in the same organization may utilize different applications at times. The only thing this accomplishes is to cause uncertainty among the teams. Missed opportunities to track client journeys can result from isolated data.

We now have the technology to integrate data across many platforms, allowing you to have all your business customer data in one place. Salesforce Customer 360 Data Manager is the name of the technology. Data unification is a daunting task; therefore, unify your data using a use case–driven method before establishing your customer data platform (CDP).

Invest in effective change management to ensure long-term success

Change management is generally the last item on a company’s mind regarding digital transformation, yet it’s the most important. Make time to train your teams on your ideal customer experience vision. By explicitly laying out your freshly generated roadmaps, show how they are vital in achieving that perfect experience.

Set up an input procedure for ongoing feedback on improving the experience once your teams have been aligned. Take client feedback seriously and keep your company accountable to avoid a disconnected customer experience.

Continuously test, evaluate, and optimize

Finally, use the metrics you’ve selected to track the progress of your customer journey and use cases to demonstrate success.

Ensure that technical teams have an efficient means to communicate outcomes back to the business so that the roadmap can be improved continuously. You will gain confidence in the data as a result of this collaboration.

Finally, have quarterly business reviews to bring together marketing, advertising, commerce, and service to examine the program’s results and adjust the roadmap based on the results.

Summing Up

Consumers today search for more than just transactions; they want to build relationships. Customers want a consistent, connected customer experience, which you can provide by encouraging API reuse. Are you interested in learning more about API Integration?

 

Don’t hesitate to get in touch with us right away.

Developer Story-Mohammad Fares
Uncategorized

Developer Story – Mohammad Fares

It’s all about growing and improving in life. No matter how old you get, there will always be something new to learn and opportunities to improve. The greatest competitive edge is a person’s capacity to learn and apply what they’ve understood into action quickly.

Our colleague, Mohammad Fares, who joined as a Salesforce Admin at CEPTES, continued his learning process with CTU (CEPTES Technopreneur University) and established himself as a pioneer Salesforce professional in the industry.

 

                    To read more of CTU success stories, click here

 

Sharing his inspiring journey, Fares says, “After completing my Btech, I joined the industry as a Salesforce admin. In January of this year, I started my journey at CEPTES. Here, I got introduced to CTU. I found its concept intriguing: 4 months of training with intricate theoretical details, hands-on- projects, and lifetime guidance.  That’s enough reason for someone to enroll in the program and that’s what I did.

The platform provided me with a wealth of knowledge & experience and also connections to talented peers. I really enjoyed the learning process. The program helped me enhance my coding skills and helped me find the best path forward for my goals.

 

“CTU is an all-in-one learning, development, and growth platform for aspiring trailblazers”.

 

I have devised my career progression plan: Salesforce Admin-> Salesforce Developer->Salesforce Architect, and so on.

I have completed my Salesforce Admin Certification and am now studying for the Salesforce Sales Consultant & Salesforce Service Consultant Certifications.

 

Connect with us today!

AppExchange, PDO, Salesforce

Salesforce AppExchange Pricing: The Definitive Guide

 

If you’re seeking the best and most efficient marketplace to promote and sell your product, you’ve certainly heard about AppExchange. AppExchange is, without a doubt, one of the biggest markets that have ever existed. As a repository of valuable assets and information for both app developers & app users, the AppExchange enables developers to profit from their skills and businesses to improve their Salesforce Org capabilities.

 

The marketplace has a wide range of apps and over 10 million app installations, with new products getting published regularly. If you set up your application correctly and use the right price plan, then the AppExchange market can be incredibly lucrative. It’s essential to start by deciding what kind of application you’ll be offering. It will indicate the competition level of your niche, as well as how much further advertising and research will be needed to start.

 

All apps and services in AppExchange are divided by different categories, like:

 

AppExchange Category

(Source: Salesforce AppExchange)

 

Once you determine the product category fit for your app, you can select your ISV program and monetization model. Before selecting the ISV program and monetization model, you need to understand the AppExchange pricing strategies.

 

Register today for the webinar to understand what are the different pricing strategies you can choose for your product.

 

AppExchange Partner Program License

The primary step in launching your monetized app is signing up for the Salesforce Partner Program. There are 2 different kinds of partner licenses to opt from: depending on the app type you’ll be offering. The licensing you choose impacts what your customers can achieve with your apps.

 

ISVforce

Independent Software Vendors (ISVs) are enterprises that develop software for a distinct platform and application. It is one of the frequently chosen types of partnership by businesses wishing to monetize on the AppExchange via selling their application to the existing Salesforce users. Apps sold under this license are usually Salesforce ecosystem add-ons that let customers expand their functionality. Often, these apps are developed by entrepreneurs to address a market gap or improve CRM usability.

An ISVforce-license allows customers to add the licensed app to the Salesforce platform, increasing the product’s overall value and making it more customizable for diverse business sizes.

 

OEM Embedded

OEMs (Original Equipment Manufacturer) create systems or components used in another business’s end product. Their solutions are employed to fully utilize the other software. OEM apps are not Salesforce add-ons. One of the major advantages of adopting an OEM Embedded license is that you aren’t restricted to only selling to Salesforce customers. Developers that build apps in the Salesforce Ecosystem now have additional freedom and flexibility with this license.

 

User licenses

Your app can either be providing a one-time upgrade or monthly updates to your customers’ Salesforce system. Choose your business model based on the type of service that your app offers.  You should also assess how many users are anticipated to need access to your application in each customer’s company; if more users have access to your solution, it’s worth thinking about issuing licenses based on the number of users.

 

Conclusion

Your SaaS product’s pricing can make or break its success. Setting the proper pricing for a SaaS business can be a challenge, but with the right plan, you can succeed. We can assist you with every step of the Salesforce process, from opportunity assessment to research to the final stages of the Salesforce Lifecycle. As a top PDO Expert, we’re a one-stop shop for all your SaaS needs.

 

Join us for our webinar on “Decoding the secret of successful Salesforce AppExchange App Pricing” on 30th June at 10:00 AM EST., where our experts will explain and guide you through the many complexities involved in developing an AppExchange pricing plan.

 

Limited seats available. Register today and confirm your seat.

 

Feature Image
Salesforce

Salesforce ISV Application Design- The Right Strategy

 

Being the #1 cloud computing marketplace, Salesforce AppExchange offers an enormous market for CRM-adjacent solutions. ISV partners who leverage Salesforce efficiently can grow faster and gain a strong market position using the extensive AppExchange ecosystem. The Salesforce platform is considerably distinct from other platforms in terms of product development. It demands extensive technical knowledge of best practices, frameworks, and scalable ways. On top of that, passing the Security Review is rather challenging. 

 

As an ISV, you can shorten time-to-market by partnering with a PDO specialized in development, legal, and technology. Choosing the right partner who can help you manage and comprehend Salesforce product management and market alignment is always a winning go-to-market strategy. Salesforce ISV application design can be completed in a variety of methods. We’ve laid out the optimal strategy, which includes certain tried-and-true concepts. Here are some guidelines you can follow to ensure product success on AppExchange.

Assess Product Market-Fit

 

To have the best chance of establishing product-market fit, you must first validate your idea. Your PDO partner can help you here.

To launch a successful product, you must first identify the right product-market fit for your idea and then highlight the features that will make your application valuable to your users. It all starts with posing questions and then undertaking market research to ensure that the responses are as precise as possible.

You can begin by asking critical questions such as, “What are the business challenges we can solve?”, “How are we solving them?” and “Who are we solving them for?”. Do solid competitive research, determine your USPs, and establish a product roadmap. 

Project Mapping & Cost Estimation

 

After determining product-market fit, you need to focus on architectural alignment with products for integration. It is critical to design a reliable, best-practice architecture for a perfect solution & user experience. After this, you can establish an implementation strategy and an MVP roadmap and estimate the associated expenses.

Functional and technical architecture is critical to a successful product. To ensure that, you have to take care of many considerations.  

 

Read more: HOW TO ENSURE BUSINESS SUCCESS ON APPEXCHANGE?

Design Thinking

 

Design Thinking

                                                                      (Design Thinking for ISV Application)

 

With design thinking, you can offer a comprehensive mobile and desktop experience that appeals to your users. 

Design thinking can be established through a variety of steps, including discovery, definition, UX design & testing, and auditing. 

  • The discovery stage comprises qualitative research & process assessments to better understand users & their needs.
  •  The defining stage is what connects internal and external employee experiences with business and technological capabilities to drive solutions. 
  • The UX design and test stage include collaborative revision and design validation. 
  • Finally, the audit stage checks design deliverables with development deliverables.

Salesforce Security and Compliance

 

Staying Compliant is the main delay challenge faced by ISVs. If everything is executed precisely, the procedure can take some months. Inefficient operations may double or triple the go-live time of your AppExchange product, putting potential strategic returns at risk.

Most ISV applications have permissible identified vulnerability issues that need approval by Salesforce and going for a pre-clearance will save you from unnecessary delays.

 

Connect with Us to get started

 

Choosing a Product Development Outsourcer with a proven record of success navigating the Salesforce ISV process and team eliminates the ambiguity from app development.

As a top Salesforce PDO specialist , CEPTES assists ISVs in navigating ISV, Product, Sales, and Legal team complexity, aligning a go-to-market plan and eliminating non-compliance risks.

 

Click here, If you are an ISV looking for PDO services and let our experts take charge.

Salesforce Developer, Salesforce Devops, Uncategorized

Developer Story- Garima Saxena

“Upskill and Lead”

Upskilling is an extended investment in enhancing knowledge, skills, and capabilities that help people thrive in their careers.

Our colleague, Garima, who joined CEPTES as a Manual Tester, upskilled her Salesforce skills with CTU (CEPTES Technopreneur University) and now is an established Salesforce professional.

When asked about her inspirational journey, Garima says, “I was a lecturer in an engineering college, and then because of some inevitable reasons, I had to face a career gap.

I started again as a freelance manual tester while simultaneously applying for a full-time job. During this course, I applied at CEPTES and got selected. While working here, I had a lot of interactions with Mr. Deepam Sarkar, the CTU’s leading mentee. 

Through the interactions, I learned about CTU and its innovative training model. I felt it was an interesting and valuable program, so I asked Deepam Sir, “Can I be a part of the training?” He answered, “Yes, every Salesforce enthusiast is welcomed with open arms here.”

Initially, I was skeptical about taking online training, but everything went smoothly. I was able to enhance my knowledge & skills, gain valuable hands-on experience, and make new friends. 

This program is perfect for aspiring trailblazers who want to capitalize on the joys of learning and difficulties.

I will be forever grateful to Mr. Deepam Sarkar & Mr. Priyaranjan Panigrahy for their mentoring; without them, I would not be where I am today.

Thank you for introducing me to new opportunities and guiding me in the right direction.

My goal is to become a successful Salesforce consultant. I’ve completed my System Administrator & Platform App Builder certification and am currently aiming for the Sales and Service Cloud Certifications.”

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

A report by IDC finds that Salesforce and its ecosystem of partners will create 4.2 million new jobs worldwide between 2019 and 2024.

CTU is a unique initiative dedicated to bringing budding trailblazers into the Salesforce ecosystem and aiding organizations in finding qualified Salesforce professionals.

Connect with us today!

Pardot Rebranding Image
Pardot

Pardot Rebranding: What changed and What Remains the Same?

Introduction 

Salesforce has recently announced the rebranding of Pardot, which is one of Salesforce’s best marketing automation tools. For a platform that was doing fantastic, the sudden change of the name prompts many questions in our heads.

If you haven’t heard already, Salesforce has recently announced the rebranding of many of its products. Among many of those products is Pardot, one of Salesforce’s best marketing automation tools. 

The platform will now be called ‘Marketing Cloud Account Engagement‘ or “MCAE”. This is a significant and highly emotional change for the Pardot community; like many, yet mispronounced by others, treasured the name. Yes, you spell the ‘T’ at the end, unlike what you might have heard it being pronounced.

So, why the change? Read on to learn why these changes are being made and what they signify for the Pardot community.

What is Pardot?

David Cummings and Adam Blitzer, co-founders of Pardot, founded Pardot in 2007. They stumbled across the word “Pardot,” a Latin word that means “to market or sell”, while looking for a suitable name. While many people question how to pronounce Pardot at first (commonly mispronounced as “par-deaux”), it’s pronounced exactly as it’s spelt.

Pardot Name

 

Today, Pardot is the leading B2B marketing automation solution for marketers to generate high-quality leads so your sales team can close more deals faster. Powered by AI and built on the world’s number one CRM (Client Relationship Management), it allows customers to align their marketing and sales teams in all one place. 

 

Learn How: Pardot Marketing Automation is essential to generate more ROI

 

The cost-effectiveness of Pardot and its attraction to new users as an easy tool with a short learning curve made it an immediate hit with marketers.

The Reason Behind Pardot’s Rebranding

“The new names are aligned with our strategy to continually integrate Marketing Cloud into one unified platform with a data-first strategy around your customers.”

 

Pardot isn’t the only rebranding done by Salesforce, as mentioned earlier. The other products have also received new names like Datorama is now Marketing Cloud Intelligence, Interaction Studio is now Marketing Cloud Personalization, etc. See any pattern here? The changed names are somehow more functional, as they let the users know exactly what the platform is all about. And this is the main reason behind the rebranding.

Salesforce “Easy” was one of the five innovation goals announced at Dreamforce ’21, Salesforce’s annual global event. The “Easy” campaign’s primary goal was to make Salesforce setup, installation, and configuration simple. “MC Easy”, another initiative that branched off from Salesforce “Easy”, can be indicated as the catalyst for the rebranding of Pardot.

Salesforce’s Marketing Cloud results from a decade’s worth of acquisitions. And they kept the original names after acquiring the platforms. Salesforce intends to make Marketing Cloud’s various product names consistent and immediately understandable by all customers, partners, and even internal teams by rebranding. 

Is Marketing Cloud Account Engagement the same as Pardot?

The good news for the Pardot community, only the name has changed. The products, add-ons and functionality of Pardot will remain the same. MCAE’s aim to align marketing and sales around leads, buyers, and accounts stay the same. By October 2022, the Pardot Classic App will be retired from all organizations.

There are some implications associated with rebranding. Here are some of them:

  • Pardot “Account Engagement” will allow Salesforce to communicate “side-by-side” with SFMC. 
  • A clear cut distinction between B2B and B2C has been created, repositioning Pardot (now MCAE) as a B2B platform.
  • The name “Pardot” was very recognizable and easy to communicate, which could be a concern, as it won’t be easy to adjust to a new name for the users. 
  •  Marketing Cloud Account Engagement is instead a generic term used for the platform.
  • “Account Engagement” does not represent all Pardot clients’ needs.

To sum up

By Rebranding Pardot and other platforms, Salesforce is trying to align its customer’s needs and simplify its platform. Having said that, we would love to hear your opinions about the same!

 

Connect with Us

 

Salesforce Developer

Developer Spotlight-Vishal M

 

“A Little Progress Each Day Adds Up to Big Results”

 

If you continue to take small steps toward your goal every day, you will be surprised at how significant the changes become. Vishal, one of our colleagues, consistently worked toward his Salesforce goals by leveraging the CTU (CEPTES Technopreneur University) platform, and he is now a well-established Salesforce Administrator with CEPTES.

Vishal, who has completed one year at CEPTES, shares his journey “I have completed my B.Tech in 2020. I was a student of the first batch of CTU. As a complete fresher, I didn’t have any idea about Salesforce until I joined CTU. Like most novices, I too assumed it was something related to Sales.

When I joined CTU, then Deepam sir introduced me to Salesforce. He started with fundamentals, then slowly moved towards the next learning stages. 

I have learned the ABCD of Salesforce from him. Then I trained for Salesforce Admin, Sales Cloud, and Salesforce CPQ. I have even completed Salesforce Admin Certification and am planning for PD1(Platform Developer 1) & Salesforce CPQ certifications. 

I started trying my hand at development and now working on one of the biggest CEPTES projects-200OK.

For now, I want to continue learning development and then will niche it down further. 

I owe a special thanks to Deepam sir; without him, I would not be here. His training has helped many aspiring trailblazers, including myself, gain a foothold in the Salesforce ecosystem.

 

CTU is like a Full-Fledged Salesforce Learning University. 

 

Regardless of your educational background, if you’re passionate about Salesforce, you’ll find everything you need to start your career in the ecosystem here.

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

The initiative was launched in response to the increasing global demand for Salesforce professionals.

CTU is a peerless initiative dedicated to bringing aspiring trailblazers into the Salesforce ecosystem and assisting enterprises in recruiting quality Salesforce professionals.

 

Contact us right away!

Salesforce Developer

Developer Spotlight – Ruksana

 

PERSIST. Because with an idea, determination, and the right tools, you can do great things.”

 

The success story of Ruksana demonstrates the value of persistence. Even in the face of difficulties, she pursued her dream and is now a well-known Salesforce Developer at CEPTES. Her passion for development, strong determination, and CTU( CEPTES Technopreneur University)- are the 3 pillars that drive her success.

Sharing her journey with us, Ruksana says, “I worked as a PHP developer. After 6 months of working, I began teaching.

I had a strong interest in development. But, because I used to live in a remote village with no IT company, I continued to teach. 

I used to give interviews side by side, and one fine day, I came across CTU and applied for it. One of the main reasons I applied was that I wanted to gain hands-on experience, and CTU is an excellent platform for live training.

My three-month training at CTU was the most life-changing experience I’ve ever had. I’ve got full-scale Salesforce knowledge from my mentor, Deepam Sir. Even after completing the training, if I have any doubt about anything I have the option to consult him.

I can’t put into words how much CTU has changed my life.

 

“I am constantly learning new things. My earnings have increased. I’ve gained new confidence.”

 

I want to be the best at Salesforce Development. I have one development Certification: PD1 (Platform Development 1), and am planning to get PD2 Certification. 

I really want to thank CEPTES for this wonderful initiative. 

 

“CTU is like heaven for Aspiring Trailblazers.”

 

Just as you can get everything from Heaven, any graduate, even if they are not from an IT background, can get all the Salesforce knowledge from CTU.

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

The Salesforce ecosystem continues to grow at an amazing rate, so the need for Salesforce professionals. 

CTU is a unique initiative by CEPTES dedicated to bringing budding trailblazers into the Salesforce ecosystem and helping enterprises in recruiting quality Salesforce professionals.

 

Connect with us today!

A Guide to Salesforce Flow Orchestrator
Salesforce

Salesforce Flow Orchestrator: A quick guide to look at in 2022 and beyond

Salesforce is continually improving its functionality. With each new upgrade, the organization adds new features to make the current functioning system more efficient. The winter release of Salesforce has been announced. It includes a few new, but crucial, features and functions. The latest enhancements, particularly in Einstein Search and Flow Builder, have inspired administrators and designers.

What is meant by orchestration?

The automated arrangement, board, and coordination of PC frameworks, programs, and services is known as orchestration. Orchestration helps IT manage complicated tasks and workflows more effectively.

IT teams should be in charge of a large number of servers and apps, but doing so physically is not a scalable technique. The more complicated an IT system is, the more difficult it is to keep track of all of the moving elements. Multiple automated assignments and their configurations must be consolidated among groups of frameworks or machines. This is where orchestration comes in handy.

What is Flow Orchestrator and how does it work?

Admins may create sophisticated multi-user, multi-step automated business processes using Flow Orchestrator by using clicks rather than coding.

You may combine your automated processes into a single point of interaction using Flow Orchestrator. Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes, improved ability to delegate work to any Salesforce user, and greater control over record lifecycles. It is recommended that you use Flow Orchestrator and order your Record-Triggered Flows using Flow Trigger Explorer to automate complex procedures.

 

Watch a live demo on about how Saleforce Flow Orchestrator works

 

What is Salesforce Flow Orchestrator, and how does it work?

Salesforce MuleSoft Robotic Process Automation (RPA), which allows users to create bots to handle basic, repetitive tasks; Einstein Document Reader, which uses AI to scan documents and make decisions based on data found within them; and Digital Process Automation, which allows brands to create branded digital encounters without writing any code, are joining Endlessly Flow Orchestrator. RPA automates repetitive human tasks, such as data segmentation and data extraction, by using simple bots that proceed through processes like a human doing the same thing.

 

Also Read: MULESOFT: ACHIEVE FASTER ROI

 

Types of Flow Orchestrator

Flow orchestrators are divided into two types:

 

  • Orchestration that starts on its own

Our REST API or an Apex class are used to physically start an auto-sending orchestration. To be displayed on a Salesforce record page, it must be linked to a specific record ID.

  • Orchestration Triggered by a Record

When a new record is made, updated, or wiped, a record-set-off orchestration is triggered by Salesforce. You have the option of starting the timer before or after the record is stored.

 

6 Critical Benefits of Salesforce Flow Orchestrator 

With Salesforce flow orchestrator, your business will get the following benefits:

  • Increase your productivity while saving time

Only 25% of IT leaders feel their existing technology maximizes employee productivity, according to Salesforce. As a result of this stunning truth, new workflow automation technology has become a primary priority for increasing productivity.

Flow Orchestrator provides a much-needed solution to this issue. It provides your team with the tools they need to automate complex, multi-user processes and approvals, saving time on projects. As a result, your staff will have more time to focus on key tasks that will add value to the company.

 

  • Anything can be easily automated (employee or customer workflows – and so on)

The vast majority of people can give you a laundry list of processes that are repetitive and/or extremely manual, but they shouldn’t be. These manual processes create bottlenecks, offer room for costly human mistakes, and are generally difficult to control (which can prompt both employees and customers to stir). The problem is that for the great majority, automating them hasn’t been an option.

Flow Orchestrator solves this problem by allowing Salesforce users to automate anything, whether it’s internal workflows for staff, external workflows for customers, or everything in between. It accomplishes this goal by providing insight into workflows and enables users to deliver automation with only a few clicks, requiring no specialized or coding knowledge.

 

  • No need to juggle various frameworks and no bespoke code is necessary

How many tabs do you usually have open on your computer? Many individuals are embarrassed to respond to this question, however, it focuses on a much more serious issue: Users spend their days jumping between many frameworks, obtaining information and data from a variety of sources, and investing the fruits of their efforts in yet another collection of frameworks.

Flow Orchestrator provides a unified workflow that eliminates the need for users to switch between frameworks by combining data and operations into a single flow. It can, for example, manage a statement endorsement procedure that spans sales, finance, and professional services from a single location. Importantly, this low-code approach removes the barrier to entry for this type of workflow, which has typically necessitated the creation of custom code and the use of specific assets to monitor it.

 

  • Improve your workflows by incorporating data effectively

Data is one of the most important aspects of any successful automation. As a result, it’s critical that your staff can surely coordinate the necessary data into any automated operations.

This makes it unsurprising that sending data into Salesforce so Einstein can handle it properly is one of the core functions of Flow Orchestrator. Einstein Automate allows customers to take more time to a higher level by ensuring that they can inject a variety of data throughout these procedures by making this data mix simple.

 

  • Increase visibility to help you get ahead of problems early

Consider a scenario in which your team may spend less time extinguishing fires and more time focusing on critical areas. It would imply that everyone was focused on high-priority tasks that would help your company grow.

Flow Orchestrator helps your team achieve this aim by providing monitoring tools that let them be proactive in dealing with challenges. It provides the vital visibility users require to spot issues before they get too large, allowing them to act quickly and effectively rather than waiting until the problem becomes much larger and thus more difficult to resolve.

 

  • Keep an eye on your orchestrations

Orchestrator allows you to keep track of and smooth out your orchestrations. An administrator who understands their organization is satisfied. As you track the performance of individual executions, you can identify bottlenecks and opportunities with this component. Bring the results to your next operations meeting as proof of business impact or development opportunities.

What are the Flow Orchestrator’s main structure squares?

Stages, Steps, and Flows make up the Flow Orchestrator.

  • Stages – A phase is a collection of connected steps that are organized into stages. Stages are performed in order, and a single-stage in orchestration can be in progress at any given time. You set the conditions that must be completed for the stage to be considered complete.
  • Steps – Steps are built in stages and can be run sequentially or concurrently. Interaction from the user is required for intelligent stages. No user collaboration is required for the foundation phases.

 

Salesforce Flow Orchestrator

 

(Image Source: https://www.salesforceben.com/)

 

  • Flows – Flows are a piece of Salesforce Automation that is used in the orchestration process. Screen flow is required for intuitive stages, whereas auto-launched flow is required for foundation steps.

When should Flow Orchestrator be used?

Flow Orchestrator can be used in multiple ways to help businesses succeed. A Service Delivery Orchestration (where multiple teams must perform different steps in a client conveyance process in a specific order) and a multi-individual endorsement or acceleration process (where a record must be passed to various team members based on the criteria it enters the Orchestration with) are two examples.

Conclusion 

Flow Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes. Flow Orchestrator offers a much-needed solution to this issue.

It provides your team with the tools they need to automate complex, multi-user processes and approvals. Flow Orchestrator allows you to keep track of and smooth out your orchestrations. As you track the performance of individual executions, you can identify bottlenecks and opportunities. It provides vital visibility users require to spot issues before they get too large – allowing them to act quickly and effectively.