Solution

How to Choose the Right Storage Solution for Your App
Solution

How to Choose the Right Storage Solution for Your App

If you are exploring various data storage models and feel confused about which one to choose, we’ve got you covered.

In this blog, we will talk about the different data options, their advantages, when to use them, and when not.

 

Types of Data Storage Methods

 

 

We will discuss the following 4 types of storage methods:

  • Custom Objects
  • Custom Settings
  • Custom Metadata
  • Static Resources 

Let’s go!

 

Custom Objects

The most widely used storage option is custom objects. These are very powerful and come with features like Triggers, Sharing, FLS Reports, easy automation with Process builders and Flows, etc.

Despite the fact that almost everything a user does gets stored in custom objects, the data does not get hidden from view. Someone out there can easily access your data and even alter it. 

For instance, you want to save some highly private information or app secrets. Keeping it secure will be your topmost priority, isn’t it? Not only will your app fail the Security Review pass, but you will also be unable to deploy data with your app. The data in the object inside a subscriber’s app should be added there post-installation. Therefore, custom objects may not be the best-suited storage option in every situation.

 

Custom Settings

Custom settings were popular among the users before Custom Metadata came into play.

These can be updated with standard Apex DML and are even lightweight. The data stored in each custom field gets counted against your data storage limit. Moreover, you can store only up to 300 custom fields each.

Some advantages of Customer Settings are:

  • They are cached for fast reads
  • They don’t require SOQL for access
  • They are protectable

Some disadvantages of Custom Settings are:

  • You can not have Triggers, Flows, Validation Rules in Custom settings.
  • You can not deploy any values in Custom settings. So, these are deployed empty and you need to either add data later in a post-install script or ask the user to fill it in after installing. 
  • Less versatile as you can not create multiple records using custom settings.

Make sure to keep the advantages and shortcomings in mind before using Custom settings.

 

Custom Metadata

Custom Metadata is relatively new and most likely a better alternative for Custom Settings. Custom Metadata can do the job better than List Custom Settings, exactly why Salesforce recommends the former over the latter.

 

Unlike Custom Settings, Custom Metadata acts like an object in which you can store multiple records. These records aren’t data. They are Metadata instead. But, how is it beneficial for you?

 

Well, it allows you to deploy them like any other metadata and even lets you access them from the App Page configuration page or Validation Rule directly. That’s a win-win situation right there! Moreover, they read quite fast and don’t need SOQL for access. This saves you from the post-install scripts. 

 

A few more advantages of using Custom Metadata are:

  • You can protect a whole Custom Metadata Object or one Custom Metadata Record
  • It allows you to send URLs to private screens

One major drawback of using Custom Metadata is that you can not update it with DML, making it a bit difficult to work with. Moreover, they can not store Triggers or Flows just like Custom Settings.

 

Static Resources 

Static resources can be used for storage purposes once in a while. It allows you to store a significant amount of data in CSV or JSON formats, and that too at an affordable price. 

If your app must include sample data, you can leverage Static Resources to store your data. This will let you load everything on your special screen or post-install screen later. Normally, Static Resource can store anything that you have to read or write.

 

How To Choose The Right Storage Option For Yourself?

Now that you know the primary storage options, we have curated a special guide to further help you choose the right storage feature.

When Is ‘Custom Objects’ Best-Suited?

  • While saving subscriber-specific app secrets like integration keys
  • While saving user data
  • For user-managed complex configuration items 
  • For complex configuration items 
  • that require custom UX or needs to be handled by admin 

When Is ‘Custom Metadata’ Best-Suited?

  • For user-managed complex configuration data that can be handled by admin and don’t require a custom UX 
  • For configuration items that do not change and are controlled by the application 

When Is ‘Custom Settings’ Best-Suited?

  • User-specific configuration items like a preference 
  • Simple configuration data

When Is ‘Static Resources’ Best-Suited?

  • When saving sample data

 

Some Important Things To Keep In Mind

  • Custom Settings can either be public protected or public.
  • Custom Metadata Objects can be Public, Protected-Package, or Protected-Namespace.
  • Custom Metadata Records can also be protected.
  • You can make Custom Metadata or Custom Settings less restrictive via the package updates (from Protected to Public) but you cannot go the other way around (from Public to Protected). 

 

Let’s Wrap Up!

Selecting the right storage space for your application is extremely crucial. 

However, launching an app involves effort, skill, and time. From the basic app idea to the selection of storage options, each and every step acts as an essential building block. 

Choosing an incorrect approach can cause many troubles with keeping your app upgrades functioning and managing how your users access your app.

At CEPTES, we have 7+ solutions and products listed in AppExchange and understand exactly when things get cumbersome for you. Click here to get in touch with us today!

For more info-packed blogs like one, visit our blogs section.

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Cloud, CRM, Salesforce, Salesforce Anywhere, Salesforce Consulting, Solution

How Salesforce CRM Boosts ROI for Start-Ups and Mid-Scale?

Customers are the backbones of any business you talk about. That is why we see businesses playing all sorts of gimmicks and doing all that is possible under the sun to lure more customers. 

The task is not easy at all considering the level of competition out there and the choices that are available to customers these days. 

While large-scale businesses have a huge budget set aside to better manage their patronage, things are quite challenging for the startups and mid-scale enterprises that often face budget constraints when it comes to branding and other customer management activities. 

By necessity, a startup must grow and with that grows its list of clientele (which is what you actually want). Along with that comes the challenge of keeping track of all their business elements, manually. 

With the Salesforce CRM solution, however, these businesses can manage customer interactions, keep track of insightful data, and make informed decisions that lead to business success. 

Before we discuss further the many benefits of Salesforce CRM and how it can help startups and small businesses boost their ROI, let’s quickly understand what Salesforce CRM is all about?

 

A Quick Introduction to Salesforce CRM

Salesforce CRM (Customer Relationship Management) solution is a blessing for startups and mid-scale enterprises as it helps bridge the gap between customers and businesses. In a nutshell, it is a suite of products designed to power up your sales, marketing, service, commerce, IT, and other customer-related activities.

 

Also Read: How Customizing Your Salesforce CRM Can Help You Enhance Productivity

 

Why Startups and Mid-Scale Businesses Must Use Salesforce CRM?

As already discussed above, startups and mid-scale enterprises don’t really have the budget and resources to involve in repetitive and cumbersome tasks. But, they can’t do without customers either! 

This is when Salesforce CRM comes to their rescue. Salesforce CRM provides businesses with access to actionable data and qualified leads useful for getting an insight into relevant data. 

You can simplify various time-consuming tasks, such as generating invoices, billing, following up, etc., and free up your valuable resources that can be better utilized in your business growth.

 

Amazing Benefits of Salesforce CRM for Your Business

With a Salesforce CRM solution in place, you can reduce your overall costs and maximize your revenues by:

  •  Attracting more customers through personalized marketing
  • Providing world-class shopping experience to your customers
  • Getting clear insights into pertinent data
  • Connecting faster with your customers when needed
  • Solving your customers’ problems faster
  • Raising effective marketing campaigns for your new or existing products
  • Adding more loyal customers to your business by predicting their needs
  • Automate several time-consuming and tedious tasks with powerful customer apps

Bring-All-Relevant-Data-at-One-Place-with-Salesforce-CRM

 

Bring All Relevant Data at One Place with Salesforce CRM

Have you been using multiple systems and software solutions to store and manage crucial business data? 

Don’t you find it difficult and tedious to store, manage, and retrieve the data that seems to have been scattered all over- in emails, databases, spreadsheets, and point solutions? 

Why not bring all the relevant customer data at one place? With Salesforce CRM, you can create a single point-of-engagement and truth.

The revolutionary Salesforce technology empowers startups and mid-scale businesses to create, manage, view, and update their customer data from any place and using any device for improving customer engagement. 

Needless to say, customer engagement is the most important step towards increased sales, improved reputation, and boosted ROI.  

 

Fetch Pertinent Client Data to Boost Engagement & ROI

Since all the relevant data is stored in the secure and safe cloud, businesses can retrieve it (using authorized credentials) to run a marketing campaign and carry out other promotional activities that lead to better customer engagement and an accelerated ROI. 

Boost-Engagement-&-ROI

CEPTES is a Salesforce Silver consulting partner who can help to amplify the business value of your Salesforce.com investment through consultation, innovation, and digitization. If you want to grow your business, connect with us or schedule a demo

Real estate, Solution

How to be a smarter real-estate business owner by streamlining your sales cycle?

Technology has transformed several industries. Today we see barely any industry left that is not leveraging the power of cutting-edge technologies in order to make multiple processes streamlined and sell smarter. Real estate which is being considered as a traditionally unorganized sector, is one such niche that has been a little slower to adopt new trends. But, that era has shifted. Next-gen realtors are using various technologies to reach their customers, drive a high level of personalized engagement, and close deals faster. 

As much as you’d love to get more customers and grow your business, doing so is not always seamless. Optimizing automation to streamline the sales process is one of the reasons for this, but planning & implementing it efficiently, has always been a challenge. In order to help realtors seamlessly manage various workflows and experience a 360-degree view of each of their customers to nurture new business opportunities, we have introduced a comprehensive real-estate automation suite. 

As a Salesforce Silver Consulting Partner, our offered real-estate automation suite built on the top of the world’s #1 CRM platform Salesforce will help next-gen realtors, real estate agents, brokerage firms spend less time on complicated processes and more time growing business portfolios by selling smarter. 

With our real-estate automation tool, every lead gets automatically funneled ensuring zero lead leakage & secures intelligent sales recommendations with a complete 360-degree customer view. 15+ in-built striking features will help real-estate business owners reimagine their sales strategies. 

Intelligent Lead Management: Capture leads from multiple sources and automatically route them to different sales agents based on their availability, segment, location, etc. The intuitive application will automatically send emails to the captured leads based on their interest levels. The entire process and lead status can be monitored with a complete customer view. 

Automatic Documentation: Automate the entire manual paperwork related to documentation & billing process starting from document generation to sending. Generate sales & agreements in one click, auto-share documents to the customers for e-signature & integrate billing & accounting processes with the system.

Dashboards & Reporting: Experience a complete view of every business aspect such as properties, customers, partners, sales reports, campaigns, financial reports, etc. from a single dashboard. Generate customized sales reports based on demographics, property types, monthly sales, sales agents to optimize sales processes and generate more leads.

Mobility: Access all the information on the go. Sales agents can get all the information related to customers, property, pricing details, reports, etc. readily available on their mobile devices, all in real-time.

Campaign Management: Automate your entire marketing process & campaigns & manage them from a single place with intelligent features and generate more leads. Predict trends, forecast sales pipeline, and nurture all your leads with highly personalized messaging to make them sales-ready. 

Customizations & Integrations: Customize the way you want. The solution will accommodate all your business needs and make your complex processes streamlined & smooth. Bring in all your other third-party systems (ERP, Accounting, HR, other apps) to a single integrated place by integrating with our offered real-estate automation system. 

Improve your sales processes, achieve greater visibility, reduce significant operational costs & time, enhance productivity, and ensure a comprehensive 360-degree customer view with our dynamic real-estate automation solution. To know more, click here.

Get in touch with us for a demo.