Tag: salesforce

Pardot Rebranding Image

Pardot Rebranding: What changed and What Remains the Same?


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

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

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

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

What is Pardot?

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

Pardot Name


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


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


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

The Reason Behind Pardot’s Rebranding

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


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

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

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

Is Marketing Cloud Account Engagement the same as Pardot?

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

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

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

To sum up

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


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Salesforce Developer

Developer Spotlight-Vishal M


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


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

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

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

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

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

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

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


CTU is like a Full-Fledged Salesforce Learning University. 


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

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

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

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


Contact us right away!

Salesforce Developer

Developer Spotlight – Ruksana


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


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

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

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

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

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

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


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


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

I really want to thank CEPTES for this wonderful initiative. 


“CTU is like heaven for Aspiring Trailblazers.”


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

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

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

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


Connect with us today!

A Guide to Salesforce Flow Orchestrator

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

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

What is meant by orchestration?

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

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

What is Flow Orchestrator and how does it work?

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

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


Watch a live demo on about how Saleforce Flow Orchestrator works


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

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




Types of Flow Orchestrator

Flow orchestrators are divided into two types:


  • Orchestration that starts on its own

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

  • Orchestration Triggered by a Record

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


6 Critical Benefits of Salesforce Flow Orchestrator 

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

  • Increase your productivity while saving time

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

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


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

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

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


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

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

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


  • Improve your workflows by incorporating data effectively

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

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


  • Increase visibility to help you get ahead of problems early

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

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


  • Keep an eye on your orchestrations

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

What are the Flow Orchestrator’s main structure squares?

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

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


Salesforce Flow Orchestrator


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


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

When should Flow Orchestrator be used?

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


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

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

Salesforce Connect

Data Virtualization with Salesforce Connect

Customer Relationship Management (CRM) software is now imperative for all sales teams, regardless of size. And today, Salesforce holds sway in the CRM world. Salesforce has built a strong ecosystem by acquiring a broad range of businesses and solutions. 

Salesforce is used for lead tracking, pipeline management, creating opportunities, and capturing order details that lead to fast and easy conversions. But it is not the system that maintains or processes orders. An external (remote) system manages orders. However, sales representatives prefer to view & update real-time order information in Salesforce rather than learning or using an external system.

Now the question is how do you view and modify data that is stored outside of Salesforce, without actually moving it inside the CRM?


Data virtualization is the best approach here. But first we should understand few things here.

What exactly is Data Virtualization?

Data virtualization enables real-time synchronization of multiple sources without any need for data replication, significantly reducing infrastructure costs.

Data virtualization focuses on mapping objects across multiple systems rather than copying data from one system to the next.

The benefits of Data Virtualization:

  • Instant data access – Get real-time access to all of your data in one place.
  • Extracts data from heterogeneous sources – It can extract data from all sources & types, irrespective of its formatting.
  • A centralized point of access  – Data virtualization reduces the risk of errors and data loss.
  • No interruption in other functions – Data virtualization supports existing data infrastructure, allowing it to continue operating normally.
  • Reduced data storage costs – since data does not need to be replicated or moved, a data virtualization layer is less expensive to maintain in the long term. 

Salesforce Connect: The go-to-solution for Data Virtualization: 

Using Salesforce Connect, you can access the data from an external source (like SAP, Oracle, etc) along with your Salesforce data.




Salesforce Connect usually maps data tables from external systems to external objects. 

An External object is similar to a custom object, the only difference is that it maps to data stored outside your Salesforce org. 

To ensure that external objects are always up-to-date, Salesforce Connect utilizes a live connection to external data. So, when you access an external object, you get real-time data from the external system.

Salesforce Connect lets you do many things:

  1. You can create, update and delete the data in an external system (CRUD operations)
  2. You can request data in an external system.
  3. Allows you to access external objects via list views, detail pages, record feeds, custom tabs, and page layouts.
  4. You can also define the relationship between an external object and a standard or custom object to integrate data from a different source.
  5. You can also run a report on external data.

You can use one of the following Adapters to access external data through Salesforce Connect:

  • Cross-org adapter: Designed to connect to external Salesforce organizations.
  • OData Connector: This adapter connects to any system that supports the OData 2.0 or 4.0 protocol.
  • Custom adapter created via Apex 

The ultimate benefits of the Salesforce Connect Solution:

  • This solution doesn’t take up data storage space in Salesforce.
  • Eliminates the need for regular data synchronization between the external system and Salesforce.
  • Obtain a declarative set up in a short period of time.
  • Access the external data using external objects. 
  • Easily conduct a federated search in the connected external system using global search.

So there’s another solution other than Salesforce Connect. It’s a sub-optimal solution “Request and Reply” in which you use the Salesforce API to make an ad hoc data request to access and update external system data. You can use the Salesforce API/ REST API/ SOAP API to execute it.

Error handling

In integration, error handling plays a very critical role. So it’s important to include error handling as a part of the overall solution. When an error occurs, error codes are returned to the caller, who is then in charge of handling the error.

Salesforce has one tool which is called the Salesforce Connect Validator. It’s a free tool to run some common queries and notice error types and failure causes.


Error handling and Security go side by side. So it should adhere to the standard Salesforce or global security. It is always recommended to use the HTTPS protocol to connect to any remote system. 

Summing up: 

As a Salesforce architect try to go with the right Data Virtualization pattern because if you end up choosing the wrong technology, you have to do a lot of patchwork to make it work. And before you choose any adapter, read its limitations and advantages. 

To sum it up, Salesforce Connect is the best solution for Data Virtualization.

Salesforce Developer

Komal’s Developer Story

“All you need is the plan, the road map, and the courage to press on to your destination.”

Our colleague Komal Sharma is the living paradigm of the above-quoted phrase. She is an experienced Python Developer who seized the right opportunity with CTU (CEPTES Technopreneur University) and is now a well-established Salesforce Developer.

“CTU is a life-changing platform for aspiring trailblazers”  – says Komal. 

When asked about her journey, Komal says, “After I updated my profile on naukri.com, I received a call from CEPTES HR. She introduced me to the vision behind CTU as well as explained to me the program structure: 3-6 months extensive Salesforce training followed by hands-on live projects.

Initially, I was hesitant to switch careers from Python to Salesforce. However, after conducting extensive research, I decided to pursue this opportunity and I am glad that I took it. 

While working as a Python Developer, I can only write the code. After CTU, my Salesforce skills have advanced to the point where I can manage Salesforce Admin, write code, and deploy it to production.

I am so confident in my abilities that I can say, “I can manage everything in my project independently.”

Now I have my vision of becoming a System Architect in Salesforce. I have already taken the first step by completing my Omnistudio Developer Certification. Soon, I’ll complete the PD1 (Platform Developer 1) certification as well.

“I want to master all the Salesforce domains from admin to integration to development. That’s a goal I have set for myself”

The mentorship at CTU has been my driving force. I really want to thank Deepam sir and Priya sir for this outstanding opportunity. 

CTU does changes a person’s life irrespective of his/her educational background”

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

Jobs demanding Salesforce skills are growing fast across the world. CTU is a striking initiative by CEPTES to bring up-and-coming trailblazers into the Salesforce ecosystem and help enterprises in recruiting talented Salesforce professionals.


Start your Salesforce career today!


Developer Story: Manish Kumar

“Success is where preparation and opportunity meet”


In a world where everyone strives to succeed, only a few act virtuously and seize the opportunities that life presents. Manish, one of our dear colleagues, is a perfect example of what we’re discussing.

Manish, an experienced Python Developer, was one of the great talents of early CTU batches. He has come a long way since he first learned about Salesforce and is now working with Accenture on a big outsourced Salesforce project. 

On being asked about why he chose CTU (CEPTES Technopreneur University), he says “I was eager to switch to a technology that is future-proof”. Learning Salesforce, the leading cloud technology, through the robust platform of CTU was a dream come true. 

My introduction to CTU was through a friend who forwarded a LinkedIn post to me. I was a bit reluctant to switch to Salesforce because it was a major technological shift for me. But when I read about the success stories of other CTU graduates, I knew this is my doorway to a future-proof career. The experience with CTU was incredible. Priya Sir and Deepam Sir have been excellent teachers to us. The strong mentorship and guidance fostered a drive to innovate in us. 

I had no idea what life-changing four months of training and supervision at CTU would be for me. CTU has instilled in me the confidence that “I can handle a Salesforce Project Individually”. My aspiration now is to work as a Vlocity Architect. I already have the Omni Studio Developer Certification under my belt and I intend to complete more certifications in the upcoming days.


To all my CTU mentors: “Your love of learning has drawn me into a whole new universe of exploring ideas”


I am forever grateful to you.


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

Over time Salesforce has proven to be the “Most Aspiring Career Domains”. CTU is an ambitious effort by CEPTES aimed at bringing budding trailblazers into the Salesforce ecosystem and assisting companies to hire the best Salesforce professionals.


Join the program!

Salesforce, Salesforce Essentials

5 Tools For Salesforce Org Health Check

Salesforce as a platform provides valuable functionalities for businesses of all shapes and sizes. However, when it comes to implementing the right Salesforce strategy suitable for your business, it has a lot of gears involved in working together. Apart from your regular operations of the organization, there arises a requirement to ensure that it runs seamlessly.

Instead of waiting for a disaster to approach and hinder your operability, a regular health check can allow you to keep security risks at bay and operate free from any unforeseen issues. Salesforce org health check can be a proactive method to ensure that your organization’s digital operations run securely and perform efficiently, providing you an edge over your competition.

What is Salesforce Org Health Check?


A Salesforce Org Health Check can be considered as a regular health check-up at your doctor’s, allowing you to ensure that everything is working perfectly fine. Apart from the good stuff, it will enable you to leverage any impending dangers that might be hanging over your organization.

A detailed Salesforce health check gives you details about your org’s processes, security settings, and workflows, giving your team a heads up on any of the issues and resolving them.

Why Should You Go For A Salesforce Org Health Check?


A routine Salesforce Org Health Check has its own set of advantages. Apart from a routine update, it also helps you identify certain loopholes that might go unnoticed otherwise.

  • Improved efficiency of your Salesforce org, leading to better ROI
  • Provides a detailed view of how to move forward with your Salesforce org’s optimization
  • Allows you to give a clear picture of your Salesforce org’s data security
  • Improved user adoption and overall productivity

Tools To Conduct Salesforce Org Health Check

  • Apex PMD Tool

PMD Tool is a popular source code analyzer for Java and many more languages. Salesforce recently collaborated with open source developers to create a powerful and equally functional tool called Apex PMD which supports Apex language.

Being a free tool, it is easily accessible and looks into two types of issues- DML operations or software queries within a loop. Using its functionalities, it can find out the deviations of Salesforce best practices. Common programming flaws like unused variables, empty catch blocks, unnecessary object creations, etc., can be easily looked into using Apex PMD.

You can also create Salesforce org error reports using the Apex PMD tool.

  • Salesforce Health Checker Tool

If you’re a Salesforce Administrator, you can use its in-built health checker tool to find and analyze errors and vulnerabilities in your org from a single dashboard.

What makes Salesforce’s health checker tool even better is that you can compare it with Salesforce’s yardstick standard scores against your health check score. This tool defines risks based on its volume of impact and risks, ranging from low to high, allowing you to prioritize them accordingly.

The Salesforce Health Checker Tool is free and provides faster results. Its easy-to-use interface allows you to set up and use it quite efficiently within your organization.

  • Check Marx Apex Code Scanner

Again, powered by Salesforce, the Check max Apex Code Scanner effectively runs an org health check. The Check Marx scanner runs as a security check on your Salesforce org and gives a detailed report of the risks and loopholes based on the quality of code and security. As it runs the test, it compares it with the Salesforce baseline standards and best practices.

It is often referred to as the tool that provides the most accurate information in code security. It involves three easy steps to use- visit the portal, type in your Salesforce instance and choose the type of scan you want to run. There’s an option to use a Security Profile Quality Profile or both before going for the scan.

You will receive a detailed report in your connected email with the risks identified and the most effective ways to rectify them as you submit them.

It is a paid tool available at $59k per year for 12 developers. However, it is worth the cost considering the degree of functionalities available.

  • Manual Org Assessment

A manual org assessment is an alternative if you don’t want to go for any of the available tools. It can be considered in situations where your internal team has the expertise and knows your Salesforce org inside out.

However, before going for a manual org assessment, it is always recommended to have a process in place. A checklist of sorts, if you may.

Some of the criteria you can base your manual org assessment upon are:

    • Data storage
    • License usage
    • Workflows vs Triggers implementation
    • Batch classes and scheduler per object
    • Record and ownership skews
    • Standard vs custom development
    • Custom setting or Metadata configuration for controlling Triggers

  • Salesforce Accelerator

Salesforce Accelerator is an underrated tool to make your Org health great again.

It is an on-demand tool and is usually available if a user is facing issues with their Salesforce instance to get individualized technical support from their team. This tailored guidance can allow you to resolve the problems within your Salesforce Org and bring it back up and running in no time.

This service from Salesforce is available to businesses as part of the Salesforce Premier Success Plan. You need to submit a request on the Help and Training portal, and a certified specialist will get in touch with you. These specialists then go through your Org’s risks and vulnerabilities in around 3-4 weeks and provide you with a report of the issues for the same.

The Salesforce Accelerator can turn out to be an excellent tool in case you believe that your organization has the resources to become a part of the Premier Success Plan, allowing you on-time reports from within Salesforce.


Conclusion: A Thorough Org Health Check Improves Productivity


A balanced and routine Org health check is a reality check on how your current Salesforce org is functioning and what can be improved about it for better results.


If you are a business looking forward to technical support for your Salesforce Org’s health, Get in touch with us at CEPTES. With over a decade of experience and a 200+ strong team of Salesforce experts, we’re here to ensure that your business can embrace Salesforce more effectively, leading to higher ROI.

About OmniStudio Consultants
OmniStudio, Salesforce

Everything You Need to Know About OmniStudio Consultant

Salesforce has already reckoned an industry leader in powerful CRM and cloud solutions for sales, services, marketing, and more. Recent developments in the platform have made it even easier for businesses to integrate Salesforce solutions across requirements. 

In addition to function-specific clouds of Sales, Service, Marketing, and Commerce, Salesforce is also enabling its users the benefits of industry-specific clouds traversing Financial Services, Health, Manufacturing, Communications, and Media, to name a few. Along these lines, the platform has developed an exclusive suite of configuration tools and resources driving customer-centric digital engagement, called OmniStudio. 

Salesforce OmniStudio enables its customers to respond to sudden demand surges with agility and flexibility, thanks to their disposal’s comprehensive range of solutions. However, considering the vast expanse of functionalities and features to explore in this suite, several businesses deem it best to avail the services of an expert OmniStudio consultant, like Ceptes. 

But what do OmniStudio consultants do? Do you even need them? Let’s answer all your questions ahead, starting with the basics. 

First Things First: Understanding OmniStudio

The OmniStudio digital engagement suite is a one-of-its-kind offering by Salesforce that simplifies and accelerates digital transformation across verticals. The suite comes with features like drag-and-drop configuration, industry-specific guided brand experiences, and deployment across multiple devices and channels for helping you get the most out of the digital era. 

OmniStudio is a part of Einstein Automate, a tool that integrates Salesforce automation capabilities across Platform, Einstein, MuleSoft, Industries, and AppExchange for efficient end-to-end workflow platform delivery. From digital experience to service management to developer experience, there are three unique layers in OmniStudio. 

While the Digital Experience layer offers primary user interface components, the Service Management layer provides functions for reading, writing, transforming, calculating, and tracking data within and outside of Salesforce. Lastly, the Developer Experience layer offers tools for simple and large migrations. 


Also Read: How does Salesforce OmniStudio empower an architect?


What does an OmniStudio Consultant Do?

A Salesforce OmniStudio consultant helps effectively implement and optimize the vast array of OmniStudio products according to the client’s requirements. Considering this suite’s enormous functionality and features, an OmniStudio consultant helps mold the right tools in the right way for your business to achieve its set goals. 

The responsibilities of a Salesforce consultant range from configuration assistance to business analysis, including assessment of pain points and opportunities. Hiring an OmniStudio consultant helps businesses transform and improve their approach to improved customer delivery and organization performance. 

Here’s how OmniStudio consultants help businesses transform:

  • Quick deployment of business and industry-specific processes using OmniStudio platform for automating interactions
  • Simplifying configurations with a micro service-oriented approach
  • Building flexible branded interfaces 
  • Automating agent and customer service experiences with click-based configurations
  • Helping unlock business agility through scalable digital engagements

Experienced consultants are involved in gathering requirements for cross-organizational transformation besides controlling system architecture and data model solution design. They oversee large deployments and release management, besides creating a detailed roadmap for future enhancements. OmniStudio consultants could be hired both as in-house or third-party partners and reliably enable businesses to explore the unlimited potential of this digital engagement suite. 

Why Hiring a Third-Party OmniStudio Consultant is a Better Option?

Salesforce OmniStudio being the cutting-edge SaaS platform, requires highly-trained specialists to handle and build upon it. In this scenario, it is better to hire third-party consultants as you do not have to pay them a fixed salary regularly. You can access their analytical and problem-solving expertise at demand, as these consultants are available 24/7 remotely. 

At the same time, hiring a third-party OmniStudio consultant will relieve you of any stress or expenses over exclusive training, scalability, or up-gradation of service, which become hassles once you have hired someone full-time for the role. These consultants help ensure seamless collaboration among your teammates and up-gradation in on-demand services. 

Leverage the Benefits of Salesforce OmniStudio Today!

While OmniStudio enables you to craft guided user experiences without code, its enormous functionality and features require a trained, expert consultant to handle complex tasks. An OmniStudio consultant will be able to guide you through sales and service processes with a fast, personalized approach. Check the table below to understand the advantage of OmniStudio over other tools.

At Ceptes, we are helping our clients achieve exactly that, offering fully customized Salesforce OmniStudio implementation enhancing critical business procedures and workflows. 

As experts in Sales, Service, and Marketing Clouds, our team enables your business to seamlessly integrate various solutions and analytics to uncover actionable business insights. We also offer end-to-end Salesforce solutions tailored for niche industries along with opportunity evaluation for the entire lifecycle. 

Are you interested in extending your team with our certified OmniStudio consultancy services? Request a consultation today and explore the benefits of hiring us as your strategic partner in enterprise data management!

Digital Transformation in the Education Industry
Education Cloud, Salesforce

Importance of Digital Transformation in the Education Industry

Create a 360-degree view across the student lifecycle with Salesforce

The ongoing pandemic has stifled the education sector as much as, if not more than, other industries. More than 90% of the world’s students across elementary, secondary, and tertiary levels were forced to abstain from physically attending classes. 

The need of the hour is to reinforce existing education systems with a sound digital transformation, and Salesforce is spearheading this mission with its 36-degree cloud. 

The Salesforce Education CRM is at the forefront of empowering educational institutions with the right technology they need for managing entire student life cycles, right from elementary to graduation levels. The complete set of end-to-end solutions and products offered, termed the Salesforce Education Cloud, is the perfect partner in education.

How? Let’s find out. 

Understanding the Salesforce Education Cloud

Today’s education industry is facing more challenges than ever before, with unanticipated trends emerging in student demographics. Expectations are changing, and so are task divisions, with teachers spending more time on non-academic needs despite the lack of the right tools. 

The Salesforce Education Cloud comes across as a respite in this scenario. A powerful technology suite provides an array of resourceful solutions and applications to drive learner and institution success. You may call Salesforce Education Cloud as the syllabus for Salesforce for the Education industry, an outline for institutions encompassing Recruitment, Admissions, Student Experience, Advancement, and Institution Operations. 

The Education Data Architecture is the foundation of the Education Cloud, developed in collaboration with education partners and customer communities. This flexible data architecture has a series of industry-standard and custom data objects built into the Salesforce Platform for modeling student relationships with family members and advisors, affiliations with clubs & departments, attendance, term grades, employee management, and more. 

The goal of the Salesforce Education Cloud is to provide educational institutions and educators with a ready-made data model for ancillary management so that they can focus more on learning and pedagogy. 

What does the Education Cloud offer?

  • Comprehensive View of Stakeholders

The education industry often sees an amalgamation of multiple stakeholders across institutions, departments, and specializations in a student’s life cycle. The Salesforce Education Cloud collates all relevant information from various sources using advanced cloud technology to make their interactions more consolidated and transparent. 

Users can access a 360-degree view of all stakeholders, including past, current, and potential students, affiliates, donors, and so on, on a device of their choice. Detailed reports and interactive visual dashboards are also available for easier understanding. 

  • Customized Communications

Salesforce Education Cloud makes it possible for students and institutions by enabling all-around digital engagement. The platform comes with relevant, engaging, and personalized messaging options for all stakeholders. Operations are centralized across all teams to streamline communication and data-sharing. 

  • Automation in Marketing and Enrolment 

One of the most significant features of the Salesforce Education Cloud is marketing automation. It allows mapping, designing, and publishing targeted campaigns and customized messages across platforms in line with budgets, schedules, and critical parameters. 

  • Efficient Application Management 

Everything can be automated on the Salesforce Education Cloud platform, from grant concepts to budget tracking, project updates to sponsor detail management. You can manage loan applications with ease for faster and hassle-free approvals from internal and third-party partners. The Salesforce Education Cloud also enables quick follow-ups and back-and-forth communication throughout, giving all stakeholders a transparent view into the status of a student loan. 

  • Simplified Recruitments

The exclusive ‘Education Cloud for Recruitment and Admissions’ makes it easier for institutions to handle staff recruitments and student admissions. All relevant data is consolidated in a single repository, reducing time spent on data-sharing or searching. Recruiter productivity and performance get a much-needed boost, and all parties have access to a transparent information portal to keep themselves updated. 

  • Holistic Student Support 

With the provision of enhanced student engagement options, unified advice delivery, streamlined services, and comprehensive career support, Salesforce Education Cloud has a unique array of solutions up its sleeve.

  • Cross-Department Coordination 

Educational institutions rely on multiple departments to collaborate and communicate for smooth operations. Salesforce Education Cloud provides them this opportunity with a seamless experience free from silos or bottlenecks. 

  • Advisory Services 

Salesforce Education Cloud enables students to seek advice freely on career-related queries through appointments set up via mobile with a few taps. Appointments are automatically integrated with the advisor’s calendar and office management software to smoothen the entire process. 

How can Education Cloud assist Students and Institutions?

The Education Cloud comes in multiple modules, including K-12, Colleges, and Universities. The K-12 Education Cloud, for instance, helps schools and districts connect people, processes, and data. The extendable data model can flex with the school’s needs with time. Schools can create custom apps and templates as a ready model for digital learning while also providing unparalleled student support, safety, and family engagement. 

On the other hand, colleges and universities enable connecting campuses with its cloud to facilitate unified student services. Higher education institutions can deploy personalized marketing and communication to engage with current and prospective students, alumni, parents, donors, and so on. 

Salesforce.org presents some critical insights on the Education Cloud’s benefits, including an 11% increase in enrollment and an overall increase in donor involvement and funds. Institutes were also able to record a 40% increase in student engagement, besides an impressive 80% improvement in staff productivity. The ROI also stepped up to 195% with a 7-month payback period, and Information Technology expenses came down by a significant 60%. 

All Your Questions About Salesforce Education Cloud Answered 

The Salesforce Education Cloud enables a student-centric 360-degree view of data, simplifying education management to a great extent across hierarchies and departments. At Ceptes, our expertise in Salesforce technology and solutions helps ensure effective implementation of its numerous platforms for our clients. If you have any queries on the Salesforce Education Cloud or want to learn more about the platform, rest assured that you have come to the right place. 

Request a consultation today, and our expert team will try to answer all your questions!