Tag: integration

A Day in the Life of a CEPTES' Salesforce Developer
ceptes, General, Salesforce Developer

A Day in The Life of a CEPTES’ Salesforce Developer

We firmly believe in spreading knowledge and education about our field so that aspiring Salesforce developers can pursue a career in this trailblazing technology. 

In today’s post, we’ll try to catch a glimpse of what a day in the life of a CEPTES’ Salesforce developer entails.

 This is the story of Parth – Senior Salesforce Developer at CEPTES.

 Parth says, “While applying for jobs into development after completing graduation, I developed an interest in coding for Salesforce solutions. I worked hard and soon earned Salesforce certification. Luckily, I got the opportunity to work with CEPTES, and that completely changed my life. I was soon on the clouds of success, earning, and job satisfaction, thanks to CEPTES. Initially, I worked under my seniors guidance for a few months. Let me tell you I learned a lot during this period – right from coding and learning new algorithms to learning SaaS, PaaS, and IaaS.”

 Salesforce reins the ecosystem of the enterprise cloud today. “As a Salesforce Developer, I enjoy my job a lot here at CEPTES. Every day brings forth a new challenge that helps me better understand this ecosystem and perform outstandingly well.”

 Here’s a quick summary of what Parth told us when asked how a typical day of Salesforce developers like him go at CEPTES.

 Parth gets up early, at the crack-of-dawn, takes a shower and gets ready, drinks coffee, eats breakfast, and then sets off for the office, which isn’t very far away from his rented flat. He goes to the office on Tuesdays and Fridays, and other days he works from home. While on the way to the office, he scans his social profiles (Twitter, LinkedIn, Facebook, and others) for the latest tech updates in mobile, Salesforce, IoT, AI, integration, and more. He utilizes this time for uploading some valuable information for his connections.

  Story of Parth

 

  1. He arrives at the office by nine and greets his co-workers as the environment is impressive at CEPTES.
  1. Around 10 o’clock, they have a meeting with the planning team. During the meeting, each team member has to update on the project’s status and deliverables for the day. 

 

Meeting with the Planning Team

 

Parth says, “These meetings are crucial as usually multiple people work on each project. For example, the client might have asked us to customize their Salesforce environment. The manager, in this case, will check with the Salesforce consultant first if he/she can build the customization points & clicks. If code is required for the customization, a developer (like me) would be assigned this task (of coding). When the developer completes the task, it goes to the QA team for testing if the code matches the design specs as communicated by the project manager and the consultant. Now, this process may take days and even weeks to complete. Attending these planning meetings (scrums) is, therefore, a crucial part of my job).

 

Also Read: How CEPTES Built a Culture That Inspires New Ideas Every Day?

 

  1. After the meeting, around 10 am, Parth starts coding (in the order of the top priority tasks) that must be completed. He loves the creative freedom that Salesforce developers enjoy in problem-solving as there are many ways to do it.

 

Salesforce Developer enjoying in Problem Solving

  1. At 1, it’s lunchtime, so he goes to the common dining area and pours his food in the bowl and plate to share the food with his colleagues (who are his friends now).
  1. After lunch, he gets to chat or speak with his client (whose project he is working on). Although this is not a regular exercise most of the time, Parth prefers connecting with the client to ensure that he and the client are on the same page.6.Around 3 or 4 pm, it’s time to do the other project’s coding (as assigned during the meeting). The CEPTES team is quite cooperative, and if you are stuck in any project anywhere, help is close at hand as seniors are always eager to guide and help their team learn and grow.
  1. Around 6.40 pm, Parth leaves for home – listening to his favorite music on the way to relax his mind.
  1. Parth reaches home around 7.30, eats his dinner, and enjoys watching his favorite show before sleep.

 Summing Up

 The job is challenging, but then it helps you learn and grow. Innovations don’t occur when you sit passively. You have to accept challenges to innovate and perform. Are you ready to challenge yourself and grow as a Salesforce developer? Join CEPTES!

Top-5-Salesforce-Integration-Tools-to-Boost-Your-Productivity
Salesforce

Top 5 Salesforce Integration Tools to Boost Your Productivity

Boasting the greatest marketing team on the planet and still struggling to achieve your dream sales figure? 

Honestly, setting up an amazing marketing team full of go-getters is just half the job done. 

You need to do a lot more if you want your sales to jumpstart at the earliest.

The Ingredients for Smart Decision-Making

 

You’ll need max productivity, detailed & impressive reports, and intelligent analysis to get an insight that fosters smart decision-making. This is when Salesforce comes into the picture.

 

Salesforce is powerful and robust, but it cannot do the magic all alone! What next? Well, the Salesforce company has taken care of that aspect as well. 

With AppExchange, a big marketplace of plugins, systems, and add-ons, marketers, and developers can benefit in more ways than it (Salesforce) is originally designed for. These tools help enhance the existing functionality of Salesforce.

Explore the AppExchange, and you’ll be overwhelmed for sure to see the massive repository of hooks, integrations, and proprietary systems that may leave you spoiled for a choice. 

 

Salesforce Integration tools are designed to help businesses improve their productivity. With the help of these amazing tools, you can speed up and automate your routine tasks.

 

Understanding the fact that you, as a marketer or a business, might not have enough spare time to research, study, and determine the best Salesforce integration tools to boost your productivity. 

 

Let’s quickly go over the top 5 Salesforce integration tools to help boost your productivity.

 

InsideView

 

This Salesforce integration tool is focused on social selling and is designed to help you deliver the right message at the right time to the right people. InsideView does this through trigger events and by analyzing your connections on social networks. With InsideView, you can monitor more than 25K sources to gain an insight into sales intelligence required on business mergers, new product releases, executive shifts, etc. that are a must to help you stay on a leading edge.

 

Your sales team members can accumulate useful information from business prospects through the People Alerts feature that lets you actively monitor activities from their social media profiles and act on the spot. Furthermore, you can import & filter your contact lists by industry, revenue, recent events, and a lot more.

 

Sales Chatter

chatter

Lack of knowledge about some excellent inbuilt features of Salesforce makes most people think that this platform is not enough to help them save time in various business operations and that only a third-party tool can help them. But those who know will tell you that Sales Chatter is one such amazing Salesforce tool that you can use for ensuring a perfect balance between your project and task management. In short, you don’t need to logout from your business-page to view your social media handle. Chatter allows business owners to effortlessly allocate their social media campaigns to a specific group and get constant updates.

 

Also Read: Top 4 Considerations for Salesforce Integration

 

Conga Compressor

conga-composer

No more do we use external HDDs or pen drives for storing customer interactions. Thanks to the cloud, storing and retrieving customer interaction and information is so easy and quick now. The same cloud powers conga compressor and it saves your salesforce teams from the hassle of maintaining a tedious manual copy and paste culture. Salesforce utilizes this amazing tool for storing customer information in the existing templates that are found in Conga. This tool is straightforward to learn and use. One of the best tools for enhancing salesforce productivity, Conga helps speed up business operations through a seamless workflow.

 

Sumo Scheduler

sumo_scheduler_

 

Designed to simplify appointments, Sumo scheduler is meant for organizations that have to deal with the lengthy and complex sales cycle. According to the reports, most salesforce professionals waste much productive time managing emails and taking phone calls. With Sumo scheduler, you can reduce this time drastically and help your sales team focus on more productive and useful work that brings business for you.

 

Ebsta Inbox

ebsta-inboxEmail marketing becomes easy with Ebsta Inbox in place. With Ebsta, you get access to multiple emails (on multiple platforms like Gmail, Yahoo, etc.) on the same platform, meaning you don’t need to check each email’s inbox to see what’s there. Rather, you can view all the important emails in one place with Ebsta Inbox. Its several features will help your sales team become more productive and perform better.

 

Summing Up

 

These Salesforce integration tools have made Salesforce a truly seamless platform that businesses can use for a wide range of purposes- from email creation, reporting, social-media post-interaction, and more with immense ease. With these tools up your sleeve, you can manage thousands of clients daily without hassle. To leverage the best of the Salesforce integration tools for boosting your productivity, connect with the experts at CEPTES. Call us or schedule a demo to know more about these tools.

Salesforce

Salesforce Connections 2018: Salesforce Marketing Cloud Goes Live With Google Analytics 360 Integrations

Salesforce has been working with Google in an effort to enhance their marketing effectiveness. Both the tech giants worked together utilizing respective platforms and strengths. After six months of endeavor, Salesforce Marketing Cloud went live with its first Google Analytics 360 integrations.

The recent integrations are designed in order to help enterprises understand their customers and make more impactful marketing decisions using Salesforce’s robust marketing platform integrated with Google’s Analytics 360 web analytics solution. Salesforce’s president and chief product officer Bret Taylor announced this along with new AI and commerce cloud initiatives at the inaugural Salesforce Connections conference in Chicago. The conference was focused on the B2C marketing and drew around 10,000 attendees.

With this new initiative, marketers will be able to analyze cross-channel engagement data in one place. There will be a single customer life-cycle analytics dashboard placed in the Marketing Cloud. Marketers can visualize how their email, mobile, and web interactions are performing from the dashboard itself.

The Salesforce-Google partnership was first announced by Salesforce founder & CEO Marc Benioff at Dreamforce 2017 conference last year November. Addressing the Salesforce Connection attendees on Google integration, Taylor told ” Competing for customers today goes beyond building the best product. It requires creating connected digital experiences that transcend individual touch points. It is the greatest opportunity that we’ve had in generations to connect to consumers.”

As per a recent Salesforce State of the Connected Customer report, 80% of the customers believe that the experience a company offers is as important as its products or services, and 57% of the customers have stopped purchasing from a brand because another brand offered a better experience. Still, there is a large number of companies who are struggling to match customer’s expectations for a faster service backed by excellent experiences. This can be only driven by disruptive technologies.

The beta trail which will be starting in the third quarter of this year will allow marketers to create audience segments like category buyers, loyalty members and abandoned browsers in Google’s Analytics 360 before connecting & engaging those audiences within Marketing Cloud. The dashboard will show products that are getting viewed but not purchased. This will help the marketers create new audience groups based on that information in Analytics 360 and publish it to the Marketing Cloud. They can even re-target those audiences by offering additional information or discounts via email or mobile notifications.

Taylor’s keynote also directed on new innovations for the Salesforce Einstein artificial intelligence for CRM offerings that is developed into the Salesforce platform as the new marketing, commerce, and service innovations. The latest Salesforce Marketing Cloud Einstein innovations are Einstein Segmentation & Einstein Splits. Einstein Segmentation will analyze billions of customer signals by leveraging machine learning and pattern analysis to unlock customer behavior and identify new customers to reach with more personalized messages. On the other hand, Einstein Splits allows marketers to build personalized customer journeys based on Einstein engagement. Einstein Split stats will land in the Marketing Cloud Journey Builder to examine customer paths and messaging tactics.

Taylor also highlighted new marketing, commerce, and service innovations.

  • Commerce Cloud B2B Commerce is designed to deliver customer-focused shopping experiences to business buyers with B2B-specific functionality.
  • Marketing Cloud Interaction Studio empowers companies to visualize, analyze and manage contextually relevant experiences to consumers, which includes offers, promotions, discounts and much more across a brand’s online and offline channels.
  • Service Cloud LiveMessage, which expands SMS support globally to 17 countries in APAC, EMEA and Latin America, including Singapore, France, and Brazil, allows companies to communicate with their customers through a two-way mobile messaging. Customers can message a brand to ask any question, schedule a delivery time, initiate a return, or any kind of feedback.

In the end, Salesforce has announced new integration pilots between Service Cloud and Commerce Cloud designed to increase customer satisfaction and facilitate customer service to become agile by accessing commerce data in real-time. Commerce Journeys brings together Marketing Cloud and Commerce Cloud to help marketers to start transactional and behavioral journeys based on customer actions, such as dropping shopping cart, confirming an account or making a purchase.

 

Source: Salesforce

salesforce and sap
CRM, Salesforce

The Advantageous Features of Integrating SAP and Salesforce

Salesforce, a cloud-based customer relationship management or to be more precise a CRM software solution for the following genre:

  • Sales
  • Service
  • Marketing
  • Analytics
  • Building customized application

SAP, on the other hand stands for Systems, Applications, and Products in Data Processing that assist enterprise software to manage both their business operations and customer relations.

There has been some recent development in this genre and an integration for both Salesforce and SAP is achieved. These instances have been quite few, yet derived. Today in this blog we will discuss about the process of integrating SAP with Salesforce.

Adopting following methods will help in achieving the integration acutely.

The SOAP API:
This is one of the most popular API in use today. It handles huge amount of data loads and is indeed designed with large enterprise applications in mind.

The Bulk API:
This is asynchronous REST based services that are perfect for immense or large data sets.

The REST API:
This has been designed for less bulky data and is also compatible with mobile devices in mind.

You can completely automate and optimize the business processes, when companies need to integrate SAP with Salesforce within their organization.

There are in fact many benefits associated with this process. Today let us have a look at some of the uses and benefits of integrating SAP with Salesforce.

  1. Effective data management
    In Salesforce, when information about a new customer is entered, then this data is available for financials, performance management, and various other business functions at the same time.
  2. Improved invoice creation
    When organizations win opportunities then owing to the process of sync SAP aids in easy creation of invoice for that specific won opportunity.
  3. The real time and errors management
    Integration always eliminates the need of dual data entry for acute cost and invoice generation of won leads, hence you can save both time and money. It as well results in fewer data redundancies and errors, which are caused by manual data entry.
  4. Achieve orders in real time
    When there is a new opportunity, that closes in Salesforce CRM, the associated order details are automatically placed within the ERP system. This is done immediately and further estimates cost. Hence this makes the entire opportunity-to-order process optimized.
  5. The accelerated cash flow
    Integration has proved to make it easier to identify and as well notify any overdue accounts in order to collect what is actually due to your company. As a result, this makes finance department to recognize revenue sooner and by achieving its monthly financial close at a faster rate.
  6. You can maximize ROI
    It always leverages all the custom functionality that the company has built using the force.com platform and SAP ERP. This also makes it more efficient as a result by creating a cloud based layer of agility around the entire ERP environment.