Salesforce, velocity

Road to Becoming a Certified Salesforce Vlocity Developer

We all need a roadmap! It provides us clarity, explains where we are heading, and helps us in keeping everything on track.

So when you are on a journey of doing any certification which is important while taking the role of Salesforce Vlocity Developer, it is imperative to have a clear roadmap that can align our daily grind with the long-term career goal!

Here, we present before you a plan that can help you go easy on the road to becoming a certified Salesforce Vlocity Developer. Let’s get started:


Things to do on the road to becoming a certified Salesforce Vlocity Developer:


  • Start inculcating the Salesforce-specific skill set

Companies are aggressively looking to have a competitive advantage over others with the help of Salesforce technology. However, they are still facing the age-old hurdle of finding the right talent for their organizations that can use this technology efficiently for them.

There is already high demand in the market for the Salesforce-specific skill set where companies are rewarding the deserving candidates with various lucrative financial benefits.

Though we would get into the target areas in detail later on, however, we just want to give you an overview of the skill set which would be essential for the role of the Salesforce Vlocity Developer.

Therefore, make sure you develop your coding skills, enhance your technical knowledge, adopt a problem-solving attitude, get well versed with the know-how of the Salesforce platform, and inculcate good communication and presentation skills as you could be interacting with clients or customers of the companies.

Hence, the first step would be to adapt yourself to Salesforce working by developing these skills as it would pay you handsomely in the long run!

  • Have familiarity with the Salesforce platform

Adding on to the previous point of possessing the requisite skill set for Salesforce technology, it is important to have full knowledge of how to shape, create, and customize the programs or applications on the Salesforce Platform. 



Remember in the job of the certified Salesforce Vlocity Developer, you would be required to deal with the client’s Vlocity apps made on the Salesforce platform. Therefore, make you develop the essential prowess in working on Vlocity programs on Salesforce as it would form an essential feature of your job. 

Needless to say, if you want to have a strong command on creating and customizing programs built on the Salesforce platform, it is a must for you to have complete knowledge of using the Salesforce platform!



  • Understand the responsibilities of this role!

Once you have understood the basics of Salesforce, it is time to know the role and responsibilities of the Salesforce Vlocity Developer. This bird’s eye view of the work description would help you in knowing the areas where you are lacking so that you can later work upon them! 

Every job description for the Salesforce Vlocity Developer involves customizing the platform’s different applications by working on custom platform development like Apex and Visualforce and complex data migrations. 

For a simple understanding, Apex is like Java for Salesforce, a platform for creating SaaS applications (software as a service) on Salesforce’s CRM functionality. You may be required to work on a low-code development platform for building customized apps with premium features as per the client’s requirements. 

Further, the creation of customized interfaces and developing pages in Salesforce through Visualforce would also be part of your work requirements. Knowledge of Vlocity platform capabilities including Integration procedures, OmniScripts, Vlocity Data Model, DataRaptors, Flex cards, Calculation Matrices, and Procedures, would add to your profile as there would be frequent instances when you would be required to work on it.

You need to understand the type of technical role that is given in this job where you are required to know about Salesforce development including APEX, SOQL, Salesforce Lightning Platform, Vlocity OmniScript, other Vlocity programs, and various other tools. 

After understanding the Salesforce platform, you can start learning the coding or programming languages like APEX or Java, and then move on to other things. If you have worked earlier with the Vlocity platform or OmniScript, then it would not be very tough for you to get adjusted with the work of Salesforce Vlocity Developer.

Remember, at the outset, all these work descriptions may haunt you and stop you from choosing this field, however, it is not that tough as you consider it to be! With the next step, we will tell you how it can be done even if you have only a little experience while working on Salesforce.

  • Choosing the right material for the preparation of the Salesforce Certified OmniStudio Developer Exam

After learning the work description of this role, now it is time to aim for getting the certification so that you can start your dream job as soon as possible. The Vlocity Platform Developer test will be has been redesigned into Salesforce OmniStudio Developer after Vlocity credentials have been aligned with Salesforce Credentialing Program on Trailhead.

This exam holds significant relevance as it would serve as a testimony to your skills and knowledge of creating cloud applications using OmniStudio declarative tools.

At Trailhead, you can start preparing for this credential by getting the exam guide and materials containing the relevant preparatory material for your exam. Further, you can also participate in virtual classes available on various platforms and have an in-depth understanding of tough topics like Flex Cards, OmniScripts, Integration Procedures, Data Raptors, Calculation Procedure and Matrices, and Integrated Troubleshooting and Development.

Make sure you go through the reference material carefully before the exam so that you do not face any difficulty in getting the certification of Salesforce Vlocity Developer!

Note: Hope you found all these steps useful for embarking on the road to becoming a certified Salesforce Vlocity Developer. Given the technical requirements of this certification, ensure you have good knowledge of the required topics before the exam. Don’t worry if you do not have much knowledge about all the mentioned topics, always remember that every journey begins with a small step. So, get ready for it and start preparing yourself for this role. Thanks for reading!

Salesforce, Salesforce Developer

How to find the right Salesforce career path?

Taking informed decisions in our life is a process! We make some good ones and miss the ones not taken. It is always important to consider factors like the strength, weakness, and consequences of any decision while making any call.

So if you have decided to make your career in Salesforce,  it’s time to understand what are the major job titles available on Salesforce, and what are their requirements and career prospects so that one can find the right Salesforce career path while considering one’s strengths and weaknesses.

Choosing the right Salesforce career path:

Salesforce provides you with different career options suited to your skills, needs, and other requirements. Let us know more about these potential avenues to find the right Salesforce career path:

Salesforce administrators work with people and enable them to get the maximum out of Salesforce technology. They customize the platform by defining system requirements and make sure that the company’s goals are achieved with the help of the Salesforce platform.

    • Highlighting the work requirements of a Salesforce administrator:

The nature of work in this role primarily involves working with people to ensure that they do not face any difficulty in using any Salesforce platform. Apart from training users, they maintain the platform, help clients by creating reports and dashboards, and keep themselves abreast with any development or update related to their platform.

    • What is the requisite skill set for an administrator?

If you can interact easily with people from every organizational hierarchy, have good communication skills, address customers’ queries with patience, have an influential and motivating personality, and possess a solution-oriented mindset, then you should seriously consider this career option. 

Also, do not rule out this career option if you do not have any technical expertise or background knowledge of Salesforce. You can easily get any training through Trailhead or from other learning platforms without any difficulty. Once you clear the Salesforce Certified Administrator exam, you can easily kickoff this fascinating career that has the best of both worlds: interaction with people and working on the Salesforce platform!

    • Exploring the career prospects:

The requirement of Salesforce Admin is felt at every place where this CRM is used. One of the researches highlights the 400% annual growth rate for admins with an average starting salary of USD 79,000.

Similarly, many people go for promotions in their company once they get their Salesforce Administrator certificate. 

So choosing this career path will not only give you long-term growth and financial security but also provide you with an element of social interaction!

A Salesforce developer is primarily a software developer who makes app on the Salesforce platform with different codes. Considered among the most sought out job on Salesforce, Salesforce developer comes out as a lucrative career path for many coding experts.

    • Highlighting the work requirements of a Salesforce developer:

Compared with the previous job of Salesforce administrator, this work requires more technical prowess in terms of knowledge regarding programming language. The task sheet generally includes developing complex workflows, APEX developments, debugging, providing any technical solution to the team, developing solutions or applications as per the company’s requirements, reviewing various programs and other work, and doing any technical documentation, etc.

    • What is the requisite skill set for any developer?

You must have good problem-solving skills and must have familiarity with the programming language. Don’t worry if you are not a coding expert as you can have a command over the essential programming languages like Java and Apex by doing any training course from the authorized websites.

Make sure you are persistent and tenacious in your efforts as in case you get stuck in any problem or code, you have to ensure that you don’t lose out any hope on it as trial and error are the part and parcel of this job. 

    • Exploring the career prospects:

This amazing career opens the door for you to become Senior Developer, Architect, or Trainer. Since the demand for this role is getting increase day by day, you can expect an average salary of about USD 121,800-USD 166,200 for this role.

Therefore, unlock your technical potential, and go out for the promising and lucrative career of Salesforce Developer!




Do you know the meeting point of business problems and solutions provided by Salesforce? Simple, it is the Salesforce consultant. The job of a salesforce consultant requires him to assist the business in finding out the solution of business problems with the help of Salesforce.

    • Highlighting the work requirements of a Salesforce consultant:

Since most of the companies are still not well versed with the functions of Salesforce, they hire a Salesforce consultant to create and manage their business plans. 

Further, these people connect with technical staff and manage projects as per the needs of the client or business. They have to ensure the client-specific implementation of a salesforce project.

They map out business processes, manage the technical team, collect business requirements, customize salesforce programs, maintain client relationships, and engage in user testing, and training.

    • What is the requisite skill set for any consultant?

You must have good communication skills along with a problem-solving attitude for being a good Salesforce consultant. Further, your experience in any commercial or analytical role would add to your management and technical skills.

    • Exploring the career prospects: 

Being a Salesforce Consultant provides decent growth opportunities in terms of specializing in various Salesforce products. Moreover, you can get a handsome sum of money in your hands between USD 134,400 – USD 154,900.

After having some experience in this job, one can look out for the roles like Salesforce Industries Consultant, or Field Service Lightning Consultant!

  • Salesforce Business Analyst

Every company looks for a person who can dive into data, provide major insights, and formulate the roadmap to a successful business strategy from the data provided by Salesforce. This is where the job of Salesforce Business Analyst comes into the picture.

    • Highlighting the work requirements of a Salesforce business analyst:

A business analyst’s major function is to provide key insights to the business through data analysis. They design different business actions, devise business solutions, and explain them to key managerial personnel involved in the company.

    • What is the requisite skill set for any business analyst?

Apart from proficiency in using Salesforce platform data analysis, the business analyst must be well versed in business analysis, data management, and scripting languages like SQL, Python.

    • Exploring the career prospects: 

There has been a 240% growth in the demand for Salesforce Business Analyst since 2013, which is humongous in itself! In terms of financial incentives, you can expect an average salary of around USD 84,000 for this job.


Note: With so many different directions in front of you, it is natural to feel confused and anxious regarding how to find the right Salesforce career path. That is why we have given the work requirements, requisite skill set, and career prospects of major Salesforce career so that you can choose the best fit for you based on your experience and skills. Thanks for reading!

Salesforce, Salesforce Developer

Start your Salesforce career: 6 insights from Salesforce developers

A famous Chinese proverb goes, ‘A Journey of a Thousand Miles Begins with a Single Step’? The nature of progression in our lives can’t be explained better. You just have to take action, as all great things, including a career in Salesforce, just start with simple beginnings!

So if you are planning to start your Salesforce career, ‘seeking advice from qualified Salesforce developers’ is the first thing that should strike your mind. Their insights will help you in knowing all the nitty-gritty involved in Salesforce, helping you make some informed decisions in your career.

Therefore, let’s get an overview of things required to start your journey in the Salesforce ecosystem.

Things you are required to know before you start your Salesforce career:

  • Deciding whether you want a career in Salesforce

This is the most important yet highly ignored piece of advice given by the Salesforce developers. You should know the answer to the question, “Why do you want to start a career in Salesforce?”

If you are clear in your head regarding this question, then almost everything is sorted in the preparatory stage of your journey. 

It is alright if you want to join Salesforce because of these reasons: it offers exciting growth opportunities for your career, increasing requirement for Salesforce developers in the market, need of skill set for this job which motivates you to explore this avenue, your existing skillset proves apt for the job, easy availability of necessary training material for the job, or any other reason.

The point being, there can be myriads of reasons behind your call, however, you have to make sure that your reason for deciding this career is strong enough to keep you motivated in the long run!

  • Try to get acquainted with the know-how of Salesforce before commencing your training

It is always useful to have some familiarity with the working of Salesforce before you begin any training. This would help you in determining the areas where you need to focus extra during your training. 

Have some tips regarding what all you can do? Here you go, you can start a career in Salesforce by learning about Salesforce through its own well-curated and guided online tutorials for all the newbies: Trailblazers. Through this platform, you can get the hands-on skills required to be an efficient Salesforce developer, Salesforce administrator, marketer, and business analyst, etc.

If you are new to the objective-orientated programming method, or java, you can easily learn them from the amazing tutorials available on YouTube for free of cost.

Do make maximum use of Trailhead by practicing your setup, earning badges and certifications, which would help you in building requisite skills for Salesforce developers!

  • Apart from improving your technical skills, also focus on nourishing your soft skills

Remember as a Salesforce developer, it is not necessary that you will always stick to your system, and never interact with the customers. As a part of your work profile, you may be required to interact with customers, understand their problems with patience and empathy, and solve their every query to secure their satisfaction.

On top of it, you may be the one who would be interacting with the potential clients of the company related to their project requirements or any other work. For all these reasons, it is highly advisable to develop your soft skills so that you can become an indispensable asset for your company.

Try to inculcate good time management skills so that you can efficiently handle different works at the same time. Have a problem-solving approach while dealing with the problems, and adopt an empathic approach while interacting with any client. Other than these, make sure you have good communicative skills, and you could work comfortably in a team!



  • Choose the right training provider for your career as a Salesforce developer

Once you have nourished your soft skills for getting a good start in your Salesforce career, it is time to find the right training provider. You can browse some of the courses from Trailhead Academy authorized training provider courses. Apart from these courses, look for other platforms like Google Digital Garage, Udemy, Salesforce Ben, and many other mediums.

Almost every platform providing any course or certification for Salesforce development gives you some sample training classes, which allow you to check whether you are able to understand the concepts clearly or not. So kick off your training after carefully deciding the right training provider as per your requirements and convenience.

  • Understanding the nature of work

It is important to understand what all activities are actually involved in the working life of a Salesforce developer. You, as a developer, code the project as per the needs and requirements of the company or clients.

Your work schedule can also involve the collection and analysis of data, making reports, and process automation. You may also be involved in different activities like work review, team meetings, data manipulation, and other related stuff depending upon the circumstances.

  • Be prepared for challenges!

Don’t venture onto the journey of Salesforce development with an assumption of it being a smooth ride. This voyage would be an adventurous one where you will be encountering challenges at regular intervals. 

For instance, though you could be associated with program development, you could have regular instances of interacting with people. At times, you could even be a part of group discussions, therefore stay there for unexpected challenges that could come your way.

If you are not accustomed to intensive reading, develop that habit as preparations for trailhead trials would require you to undergo intense reading. Moreover, if you do not have any technical knowledge, then it may take time for you to get adapted to programming and everything. However, as said earlier, you have to stay there, keep learning, and then see the results!

Note: Hope you found these insights from Salesforce developers useful for making your career choice. Make sure you learn from their experiences and develop the right skill set for starting a Salesforce career. For more such content, keep following our blog. Thanks for reading!

COMPOSITE API Bunch Multiple Calls within a Single API Request

COMPOSITE API: Bunch Multiple Calls within a Single API Request

Composite API is a design approach to bundle API requests consecutively into a single API call. 

Now a client doesn’t need multiple round trips to a server but can make one API request with a series of calls and gain one response.


It provides a choice to make numerous combined Callouts to the Salesforce and facility to refer the values between all nodes in the body request.


For example, if you have created an account using the REST API call and now you want to create 10 Contacts, you need to write a trigger in the Account. But by leveraging the composite API feature, you can create Contacts together with the Account in one single API call.


How to Design a Composite API:

 A composite API doesn’t require creating a brand new API but augmenting the existing REST API design will do. Regardless of these criteria, you have several considerations for composite API design:


  • Request representation: At the lowest, an array of objects which includes the method, endpoint, and a way to pass data/ parameters with each request is required.


  • Authentications: You need to find if the credentials will be passed from the composite call to single requests or require granular authentication for every underlying call?


  • Response rendering: It is required to include the response from the closing request. Seemingly, some subset of response data from preceding steps should be too included. 


  • Field references: Sequential calls will be most effective when included data from previous steps, meaning you need to determine how to shape those references.


  • Error handling: If single or multiple calls in your sequence return an error, you need to put forward details to aid consumers in debugging the response.


  • Partial successes: Besides reporting errors, you need to choose whether to carry on with the steps after the error or not.


  • All or none: Some use cases perhaps expect transactional features, where an error “rolls back” any alteration in earlier steps.


Your decisions based on these considerations will affect the design of your composite API. 


Summing Up: 

Salesforce set forth the Composite API with the vision to make the callouts parallelly. It helps in reducing time because there’s only one need to construct the payload. 

A composite API extends a design solution that is more capable with only one request needed instead of five or more. 

It also facilitates non-developers in easy execution of the complex DML operations.


CEPTES is a global Salesforce service provider with dedicated professional CRM services for accelerating the business value of your Salesforce investment. 


Connect with us today


Salesforce, Salesforce Developer

How to Become a Champion in Salesforce?

Customers are hailed as the king of every business! In today’s customer-oriented business world, Salesforce connects customers and businesses together. This cloud-based CRM platform provides a single customer view to the different departments of the business organizations, helping them resolve customer issues, foster fast communications, and gain customer’s trust through personalized interactions.

People proficient in developing and using Salesforce are in huge demand in the corporate world. So if you are the one who wants to explore this booming career, learning Salesforce can prove to be a springboard for your success. 

To guide you better, our colleague, Praveen Patro talks about how to become a champion in Salesforce and how you can upgrade your skills.

“Hello folks, I’m Praveen Patro working in CEPTES as a Consultant- Senior Software Engineer. 

Salesforce can be a daunting task to master, but working with the right organization you can easily master it. It is an intriguing platform that one must take on with courage if one wants their career to succeed.

The first thing you need to do is find a platform to work as a Salesforce developer. When the opportunity arises, all it takes is your willpower and passion for learning! Just make sure to take up whatever project or task excites you most– so that it won’t be too hard on yourself when times get tough.

In my experience, the best way to get ahead is by working in an organization that offers both support and mentorship. I am fortunate enough to be working in CEPTES which has been a great journey so far with senior members always providing guidance when needed. With their invaluable assistance, it’s easy overcoming all of the work challenges.

Working at CEPTES has made me feel appreciated and valued as an employee. I’ve been there for more than five years now, which is the longest time in my career so far!

Managers who take care of their employees not only make them happier but they also end up being better workers too—I am a prime example of this myself!

With every passing day here, it feels like home to me with people around you that really support your work ethic and goal-oriented attitude towards achieving success here; both professionally or personally. All these factors have led me to be content working where I am today because life doesn’t get much better when you are surrounded by good colleagues while having no worries about things going undone.

All you need is the guts to get into this ecosystem, and the rest will follow your path.

Here’s compiled a list of Salesforce training resources from where you can upgrade your skills and become a champion in Salesforce. But most importantly, it’s up to us if we want to implement what we learned or not because that’s how mastery happens – by practicing on our own experience with implementing!”


Best Resources to Become a Master in Salesforce


Salesforce provides a well-curated learning platform for all beginners in the form of the trailhead. Trailhead is a fun way to learn about new skills. It contains interactive online tutorials which not only make learning fun and entertaining but also serve as a useful resource for all developers and administrators at Salesforce. 

Its content is organized in a form of a three-level hierarchy: trails, modules, and units. These levels are arranged in a predefined sequence so that you don’t have to spend much time deciding what to read. What makes this learning tool so special is its crisp and engaging content encapsulated in the short videos of 10-15 minutes. 

You are also provided with interactive assessments after the end of every unit so that you can have a healthy appraisal of your learning. So don’t wait for long, and get yourself recognized for your expertise on the dashboard of trailhead by earning awards and badges after the successful completion of every unit and module. 


“All you need is the guts to get into this ecosystem, and the rest will follow your path.”


“Managers who take care of their employees not only make them happier but they also end up being better workers too—I am a prime example of this myself!”


Certifications Taken So Far

  • Salesforce Platform Developer 1 Certification
  • Salesforce Admin Certification

Learning from the Experts

You can become a specialist in Salesforce by following the courses offered by experts on various platforms. There are many experts who are acclaimed for knowledge and expertise in Salesforce. You can keep track of their LinkedIn accounts and YouTube channel where these experts regularly update about their latest work in Salesforce.

Optimize LinkedIn Learning

Now LinkedIn is not limited to a platform for connecting professionals, building networks, and finding new opportunities. It is also a stage for learning new skills and keeping pace with the developments happening in various fields. LinkedIn has started its education platform where self-paced learning is provided by the industry’s experts through the mode of interactive training.

Now explore the plethora of expert-led courses free for a month on LinkedIn, and give yourself a chance to secure a well-paying job by becoming a champion in Salesforce.

Supplementary Training Resources

Apart from instructor-led classes and self-paced learning, you can also upgrade your skills in Salesforce with the help of educational materials. These additional resources are available in the form of tip sheets and implementation guides. 

With the help of these materials, now beginners can comprehensively learn Salesforce basics and its specific features. Become successful by exploring the features and strength of Salesforce through the way of these additional materials!! 

Summing Up

We hope the above points mentioned above capture adequate Salesforce training resources from where you can advance your skills, and explore your prospects in Salesforce. So make sure to utilize at least one resource wisely, and become a champion in Salesforce. You can also visit our blog at CEPTES and gain in-depth knowledge about the Salesforce ecosystem. CEPTES is looking for highly enthusiastic individuals to join our fantastic organization and help shape the future. Check out our careers page where great opportunities are waiting just for YOU.

Thank you for reading!


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!

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.