Tag: Security

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.

 

Also Read: THE ADVANTAGEOUS FEATURES OF INTEGRATING SAP AND SALESFORCE

 

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.

Security

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, 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.

Salesforce

Salesforce Best Practices and Approaches for the Healthcare Industry

Today improving the healthcare facilities & infrastructure was not more essential than ever for any country. However, except for a few, all other countries are still trying to focus more on enhancing the healthcare infrastructure in order to face any pandemic or health emergencies.

The healthcare industry has suffered a lot as they were not prepared for any unplanned pandemic situation. Due to the lack of facility and infrastructure, the industry couldn’t fight back with any situation and deliver on time.

Healthcare professionals have realized that traditional operating methods are not working, and they need a robust system to drive operations. Every patient and their family demands fast service and expects doctors or healthcare systems to act immediately.

It requires collaboration and communication between various departments to better serve the patient, with lots of information about patients, disease, and department in one place.

Know how Salesforce best practices and approaches towards the industry are helping to improve healthcare services:

Salesforce has worked consistently towards the development of the healthcare industry to deliver in any pandemic situation.

In addition to the customer service and tech support, Salesforce has implemented many new features, which helps professionals during any crisis. 

Here are some of the practices adopted by Salesforce, which is shaping the industry to deliver better:

Centralized Data:

Salesforce health cloud system helps the larger healthcare industries to manage and access data from one place. Salesforce health cloud stores data in one place, which can be accessed from all the locations.

Also, these data and records can be available in real-time and can be accessed from any device like mobile, laptop, desktop, and tab.

The centralized data can help departments to function quickly and deliver without flaws.

Patients Journey Records:

The patient’s information records are critical, and they are challenging to maintain for any clinics or hospitals.

Salesforce cloud CRM can help professionals to capture all the patient’s data and health history, which can be easily accessible at any time.

These records can help to know the patient’s journey, and patients can also get speedy service from the clinic or hospital.

These records can be accessed by any department within the organization by approval of admin or management, to serve patients in the right manner.

Integration:

Today, Salesforce provides so many tools to increase the functionality and productivity of users. 

If any feature or integration is required with a system or any SOP (standard operating procedure) is to be implemented with Salesforce, it’s easily possible.

Salesforce also has so many inbuilt features with which any SOP can be implemented quickly and within a short period.

Automation Process:

Automation is like doing things on a real-time basis, with the automation of systems and processes. 

You can set up automated communication & SOPs to deliver on a real-time basis, be available 24X7 for your customers.

Various automation tools like chatbots, drip communication, SMS can help customers to get the information.

Also, automation processes can help an organization set up and fix appointments by visitors.

Hence, automation reduces human intervention and delivers results instantly.

Security:

Data is very critical today, whether it’s personal or organizational. Salesforce provides high-end security to customer information from malicious access.

Salesforce also provides role-based access by restricting data to individuals and different departments for security purposes.

Let’s Conclude:

Above are some of the best practices Salesforce has adopted, among many other initiatives by them.

If you are planning a CRM, and if you are from the healthcare industry, make sure you check the Salesforce CRM.

Many larger healthcare service providers, pharma giants & small hospitals are using Salesforce today across the globe with cost-effective pricing and excellent customer support.

Please write your experience with current CRM and what features you are looking forward to in your CRM which are missing.

CEPTES is a Salesforce Silver consulting partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through consultation, digitization, and innovation. If you are thinking of growing your business using the Salesforce platform, then get in touch; we are happy to help you.

ALSO READ: How to Deliver Streamlined Services with Salesforce’s Healthcare Solutions

AppExchange, PDO

5 Reasons to Build your AppExchange Solution with a Product Development Outsourcer (PDO)

Have an idea that can transform businesses?

Enter Product Development Outsourcers (PDOs). Product Development Outsourcers (PDOs) are Salesforce Consulting Partners and vendors who have expertise in building commercial apps and offer other services like training, funding, marketing, or selling your app.

I know what you are thinking: “Why should I share my idea with anyone at all?”

Well, believe us, you will gain much more than you are afraid to lose. PDOs don’t just hear your idea; they will best shape your idea as per the market trend. If that is not enough to convince you, here are five reasons to build with a PDO. 

Beauty of Outsourcing

It is very much possible that you might be busy creating, building, and publishing your app in Salesforce AppExchange to grant you instant success. In that case, you can consult with a PDO. 

They can handle all the complex processes involved throughout the app development process and much more. With this, you can focus on other important and exciting works that demand your attention.

CEPTES encourages entrepreneurial brains to consult with your idea.

Experts know better

We all know the experts are the best to consult. PDOs have expertise over the complete development cycle. They can work seamlessly with the teams and provide valuable insights, along with redirection when necessary.

It is suggested to bring in PDO partners early on so that they can take part in the early stages of the process and uncover problems and opportunities much more before. 

CEPTES offers excellent AppExchange product development services blending it’s 10+ years of Salesforce platform expertise & AppExchange app development experience with certified app developers. 

ALSO READ: How to Ensure Business Success on AppExchange?

Reliability and credibility

Remember to choose the PDO wisely with considerable experience in the field of focus. The key to do the research is to identify the PDO that offers various solutions – with concern for the client base and their feedback. 

Ensure the PDO ensures future services –without leaving you alone on the island – such as DevOps and Management and Integrations. A PDO should be such that you can rely on to be with your business at every step of the development cycle.

CEPTES offers a wide variety of solutions with a broad client base with generous feedback. We offer you the freedom to work to make you productive. With our transparent and flexible development processes, we will make sure you feel comfortable working with us.

Security

Salesforce security service is exceptionally complex, challenging enough for first-timers. PDOs being experts can handle this for you – apt to the needs of your app. 

With wobbling digitization, malware, viruses, and attacks are very common. This requires extreme control and security of any digital endpoint of your product.

CEPTES makes sure your app passes the security review.

Strategic partner

Every individual possesses some sense of revolutionary ideas – that is or can be – channelized towards entrepreneurial innovation. Nurturing your spark of an idea can grow into a tree, successfully and beautifully, never imagined.

CEPTES encourages entrepreneurial brains to consult us. We have the potential to convert a half-page idea into a billion-dollar success; we can guide you and your idea into the new future.

Summary

To summarise,

  1. Outsourcing inevitably increases your efficiency
  2. Professionals know the ins and outs of the system
  3. PDOs induce productivity and make you feel comfortable
  4. Security is the primary concern
  5. A wonderful strategic partner

CEPTES is a Salesforce Silver consulting & PDO partner that can guide you as your strategic partner to speed up the business value of your Salesforce.com investment through consultation, digitization, and innovation. If you are thinking of building your next app on the AppExchange platform, please get in touch.

ALSO READ: 5 Must Things To Consider While Outsourcing AppExchange App Development

AppExchange, Salesforce

5 Must Things To Consider While Outsourcing AppExchange App Development

Do you have an idea or a solution that can solve a complex B2B problem or automate a B2B process? It would be best to act on it before it gets out of your hand or slightly your brain. The next best step would be outsourcing your AppExchange app development into the hands of the experts.

“Experts do the best.”

Product Development Outsourcers (PDOs) are the Salesforce consulting Partners and vendors who have expertise in building commercial apps and offering services like training, funding, marketing, or selling your app.

A PDO can guide you through your adventurous journey as a partner and transform your half-page idea into a billion-dollar successful business.

Before outsourcing your AppExchange Application Development, here are the few things you must consider,

ALSO READ: Role & Importance of a PDO Partner for a Successful AppExchange Product Lifecycle

Know The Product

Knowing your product is the first step towards bringing your idea to life.

You should be well aware of what kind of problem your product will solve, i.e., whether it is Industry-specific or Tech-specific, whether it could be a flow component or an integration connector.

Dealing with several Salesforce approvals and a lot of associated details is a hectic task, so make sure your PDO handles these for you. 

Also, it is always better to talk to your PDO regarding the license models best suited for the product, such as the Enterprise or community-based models.

A PDO will be able to deal with these tasks associated with Salesforce for you.

Pricing Strategy

A product is successful when the product demand and price are on par with each other. Depending on the value of the product, you need to decide on your pricing strategy. You can choose to take through your app from a free to premium service, which opens a new set of options, i.e., when to shift from the free to premium services. PDOs can validate your idea if you are unsure about the pricing strategy of your application.

Security

In this digital era, hackers attack every possible box available on the Internet. Therefore, you need to understand the security required for your product. There is a list of questionnaires asked by Salesforce regarding the security associated with your product. Talk to your PDO about the security concern of the application.

DevOps and Management

DevOps is a critical activity that needs to be handled well; otherwise, it might be tough to deal with it in the future. Understanding the cascading failure effect of the DevOps demands expertise and skill.

“Driving in safety is more important than not to start.”

There is no idea which is the same up to now as it was during the ideation phase. The product changes during its lifetime, and managing these changes is very important. Make sure your PDO deals with the DevOps and management of the product before and after the building phase.

Testing

There are a lot of testing options available in the AppExchange Development to make sure your application becomes a success.

But, “More options mean more confusion.”

To make sure your application has undergone necessary testing procedures, contact the expert PDO before selling it.

To know about the Salesforce QA testing, best practices, and tips refer to the article “Top Salesforce QA trends and best practices.”

Let’s Conclude:

In short,

  1. Know your product and its needs.
  2. Develop a pricing strategy for your product.
  3. Secure your application.
  4. Manage your application building and DevOps.
  5. Test your product before selling it.

CEPTES, a Salesforce Silver Consulting Partner & PDO Specialist, can help you transform your idea into an enterprise app and great success. CEPTES sets aside amongst other PDOs because of its post conception stage services such as DevOps and management, which is a various tedious task. With our ten years of technical expertise, we can help you choose which license model, pricing strategy, and testing options are best suited for your product.

Thinking to talk and then move forward, then contact us.

ALSO READ: AppExchange Product Development Best Practices

The-5-Trends-of-IT-to-Watch
AI, IOT, Trending

The 5 Trends of IT to Watch

Where is IT heading in future? 

Some of the experts point to five trending aspects that will impact IT industry within the recent years. Both business and the workplace this year will be affected. Together, the trends point to a further acceleration of the entire digital transformation and the widening gulf between traditional and the digital innovation.

The Expansion of IoT – Internet of Things

The IoT is mainly the concept of connecting almost every device with the Internet. These things can be as small, as phone or even a coffee maker, while it can also be as large, as an autonomous vehicle. This concept is indeed applied to the home, the workplace, transportation networks, hence, blurring the lines between the digital and physical lines. It also has a huge impact on all aspects of life.

The basic definition for IoT is that it will redefine our relationship with objects and the relationships of all the internet-connected objects to each other.

The Connected Digital Mesh

The digital mesh is said to be comprised of people, some smart machines, the internet-connected devices, content and the services. The expanding and all the interoperable set of endpoints people can utilize to access applications and information, or even interact with other individuals, self-selected communities and businesses.

The Challenge of Security

There have been many expansions in digital technology, like the IoT and the Digital Mesh will require some multi-layered security that can indeed adapt via the behavioural analytics. As these technologies extend to every workplace, the need for adaptive security will become universal.

It has been seen that all types of risk, from regulatory compliance to natural disasters will be developed and adopted.

The Promise and Possibilities of AI

There are some well-funded startups that continue to pursue AI: the intelligent systems that can learn independently, adapt and as well extend to every technology-enabled service, object or application. Still, there is some dispute about how “intelligent” AI is at the current juncture because it has been performing based on preset instructions.

The Adoption of various IT Techniques in Start-Up

Development techniques that are very common in the tech start-up environments will indeed increasingly be adopted to the reinvent established IT workplaces because they actually deliver competitive advantages.

Open source software, the Agile practices and as well as the DevOps have long been used in start-ups in order to bring faster time to market, lower development cost, acute collaboration opportunities, and much more faster adoption by users.

These agile practices rely on incremental, iterative work cadences as one of the alternatives to traditional project management and sequential development, hence, increasing productivity.