Thursday, 4 October 2018

Salesforce Announces Customer 360 Service



                                   Salesforce Customer 360


Salesforce Customer 360 is a "new cross-cloud technology" initiative that makes our B2C Marketing, Commerce, and Service products work better together.  

With Customer 360, administrators register their various instances of Marketing Cloud, Commerce Cloud, and Service Cloud.

At its Dreamforce annual conference in San Francisco starting last week, Salesforce.com announced Salesforce Customer 360, which is an ambitious attempt to give users a unified cross-channel customer experience in an easy-to-use, click-based administrator interface.







According to Ron Pereira, senior director of product marketing at Salesforce, “Whatever system you use in Salesforce you will get an up-to-date understanding of the customer across those systems. … Our vision is to give a unified experience with a single place where admins can securely and in a trusted fashion connect to Salesforce and control the data and events across systems and get a complete view of the customer.”


As part of the new service, Customer 360 ID will give companies a complete, up-to-date, contextually relevant profile of every customer. There will also be prebuilt Customer 360 packages for Service, Marketing and Commerce that will give companies the ability to quickly create cross-channel customer experiences.



Symantec announced a new release of its data loss prevention platform on Sept. 25, providing new security features to help protect users against sensitive data loss. The DLP 15.1 update protects data and documents in Microsoft's Office 365 and Google's G-Suite of cloud-based office applications, as well as on-premises based deployments.
The platform now integrates with Symantec's Information Centric Encryption for digital rights management as well as the company’s Information Centric Analytics for User and Entity Behavior Analytics, providing additional capabilities to protect against sensitive data loss.

"To stay up to date on Salesforce Customer 360, follow us."

Wednesday, 23 May 2018

The Importance Of Salesforce Training




Salesforce is one name we have heard many times when it comes to #1 CRM in the world. Many big businesses are using SalesForce and there are many training centers offering the course in the same because the importance of Salesforce training is being realized.
Before moving forward to know what is the importance of Salesforce training, let's discuss a little bit about ‘What is Salesforce?

What is Salesforce?
Founded in 1999 by former Oracle executive Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez as a company specializing in software as a service and now one of world's best CRM. 


Is Salesforce training worth my time and money?


Let’s be honest and accept the fact that only regular academic qualifications mostly doesn’t fetch you a great job. There’s always some ‘Add-on’ skills you need to get in order to stand out of the crowd. The importance of Salesforce training is broke down as follows.

1. In demand skill set:

The basic point of training in Salesforce is that the skills are highly in demand. Even now if you search on google for ‘Salesforce jobs’ you can find vacancies in all major Job portals. But the number of candidates who have this skills are very less in number. This paves opportunity like never before. So this shows the importance of Salesforce.

2. Makes you professional:

Salesforce has a variety of products including various departments. For example Quote to cash for Billing, IQ sales for Sales Dept and many more. If you are well trained in Salesforce you get an idea of the workflow of all the departments which can help you grow professionally as an individual. These professional individuals get job easily as they are exactly the job providers are looking for.

3. Gives in-depth analytics exposure:

One of the reasons why Salesforce is regarded as best CRM is the analytics they showcase. Salesforce has this patented artificial intelligence technology called ‘Einstein Analytics’ that allows you go through the analytics easily yet effectively and makes you a pro in understanding analytics like never before.

4. Job opportunities like never before:

As mentioned in the introductory paragraph, there are many big companies who use Salesforce and hence if you have salesforce knowledge, it will be easy for you to land in your dream job or at least dream company.
On reading the list of companies that use Salesforce will raise your eyebrows.
  • Vodafone
  • Pizza Hut
  • Sony
  • Wells Fargo
  • Yamaha and many more                                                                                (Source: Salesforce.com)

5. Salesforce is here to stay:

You might have heard about some software and got trained in that but soon after you are done with course you came to know that it’s not a worthy certification. The popularity of software takes a wide growth or slope as soon as the new product comes. But Salesforce has no plan to go away from the market.
The importance of Salesforce training is the impeccable skills one gets which is helpful in their career growth. To know more about Salesforce training and curriculum.

 

Thursday, 20 July 2017




1) What is Salesforce?
Salesforce is the most effective Customer Relationship Management (CRM) product that is delivered to subscribers as cost effective software-as-a-service (SaaS)
2)What is a custom object in Salesforce?
In Salesforce, custom objects refer specifically to database tables that store data related to your company in Salesforce.com.
3)What is the difference between Force.com and Salesforce.com?
Force.com is a Platform-as-a-Service (PaaS), while Salesforce.com is Software-as-a-Service (SaaS).
4)What is a static resource in Salesforce?
With Salesforce’s static resource, subscribers can upload zip files, images, jar files, JavaScript, and CSS files that can be referred in a Visualforce page. The optimum size of static resources in Salesforce is 250 MB.
5)Is there a limit for data.com records?
Salesforce users can see their limit form setup easily by simply clicking data.com administration/Users. From the data.com users section, the users can see their monthly limit and exactly how many records are exported during the month.
6)What are the three types of object relations in Salesforce?
The three types of object relations in Salesforce are:
  • One-to-many
  • Many-to-many
  • Master-detail
The relation types are quite logical once the user becomes familiar with the software program.
7)What is a Self-Relationship?
A Self-Relationship is a lookup relationship to the same object. It is this premise that allows users to take the object “Merchandise” and create relationships with other objects
8)What is the Object Relationship Overview?
In Salesforce, the object relationship overview links custom object records to standard object records in a related list. This is helpful to track product defects in related customer cases. Salesforce allows users to define different types of relationships by creating custom relationship fields on an object.
9)What can cause data loss in Salesforce?
Data loss in Salesforce can be caused by a number of reasons, including:
  • Changing data and date-time
  • Migrating to percent, number, and currency from other data types
  • Changing from multi-select pick list, checkbox, auto number to other types
  • Altering to multi-select pick list from any type except picklist
  • Changing to auto-number except for text
  • Changing from text-area to e-mail, phone, URL, and text.
10)How is SaaS beneficial to Salesforce?

SaaS is subscription-based, so clients can choose not to renew and discontinue using the program at any time without penalty other than not being able to use Salesforce. SaaS is intended to help users avoid heavy initial start-up fees and investments. SaaS applications use a simple Internet interface supported by easy integration.
11)How does Salesforce track sales?
Salesforce is a tracking program that records a number of helpful basic details, such as:
  • Number of customers served daily
  • Daily sales volume
  • Detailed reports from Sales Manager
  • Sales figures by month or quarter
  • Most importantly, Salesforce tracks and reports repeat customer activity, which is the key to any sales organization.
12) What is the trigger?

The trigger is the code that is executed before or after the record is updated or inserted.
13)What is the difference between Trigger and Workflow?
     Workflow is an automated process that fire an action based upon evaluation criteria and rule criteria. As described above, Trigger is the code that is executed on or after the record is updated or inserted. 
14) Is it possible to schedule a dynamic dashboard in Salesforce?
     In Salesforce, it is not possible to schedule a dynamic dashboard.
15)What is an Audit Trail?
The Audit Trail function in Salesforce is useful for gaining information or for tracking all the recent setup changes that the administration has done in the organization. The audit trail can preserve data for up to six months.
16)Explain the Salesforce dashboard?
 In Salesforce, the dashboard is a pictorial representation of the report. 20 reports can be added to a single dashboard.
17)What is the difference between SOQL and SOSL?
SOQL is Salesforce Object Query Language and SOSL is Salesforce Object Search Language. If you are sensing that Salesforce is a culture unto itself, you are correct!
18)What is a Wrapper Class?
A Wrapper Class is a class whose instances are a collection of other objects and is used to display different objects on a Visualforce page in the same table.
19)What is the sharing rule?
The sharing rules are applied when a user wishes to allow access to other users.
20)What are Governor Limits in Salesforce?
In Salesforce, the Governor Limits which controls how much data or how many records you can store in the shared databases.Salesforce uses a single database to store the data of multiple clients/ customers. The below image will help you relate to this concept.

To make sure no single client monopolizes the shared resources, Salesforce introduced the concept of Governor Limits which is strictly enforced by the Apex run-time engine.
Governor Limits are a Salesforce developer’s biggest challenge. That is because if the Apex code ever exceeds the limit, the expected governor issues a run-time exception that cannot be handled. Hence as a Salesforce developer, you have to be very careful while developing your application.
Different Governor Limits in Salesforce are:
  • Per-Transaction Apex Limits
  • Force.com Platform Apex Limits
  • Static Apex Limits
  • Size-Specific Apex Limits
  • Miscellaneous Apex Limits
  • Email Limits
  • Push Notification Limits

21)What is a sandbox org? What are the different types of sandboxes in Salesforce?

A sandbox is a copy of the production environment/ org, used for testing and development purposes. It’s useful because it allows development on Apex programming without disturbing the production environment.
When can you use it?
You can use it when you want to test a newly developed Force.com application or Visualforce page. You can develop and test it in the Sandbox org instead of doing it directly in production.
This way, you can develop the application without any hassle and then migrate the metadata and data (if applicable) to the production environment. Doing this in a non-production environment allows developers to freely test and experiment applications end to end.
Types of Sandboxes are:
  • Developer
  • Developer Pro
  • Partial Copy
  • Full

22)What is WhoId and WhatId in activities?

WhoID refers to people. Typically: contacts or leads. Example: LeadID, ContactID
WhatID refers to objects. Example: AccountID, OpportunityID
23)What are the different types of email templates that can be created in Salesforce?
The different types of Email templates are listed in the below table:-
Text
All users can create or change this template
HTML with letterhead
Only Administrators and users having “Edit HTML Templates” permissions can create this template based on a letterhead.
Custom HTML
Administrators and users having “Edit HTML Templates” permissions can create this template without the need of a letterhead
Visualforce
Only administrators and developers can create this template. Advanced functionalities like merging data from multiple records is available only in this template


24)
What are the different types of reports available in Salesforce? Can we mass delete reports in Salesforce?

1. Tabular reports
Simple Excel type tables which provide a list of items with the grand total
2. Summary reports
Similar to Tabular reports, but also have functionality of grouping rows, viewing subtotals & creating charts
3. Matrix reports
Two-dimensional reports which allow you to group records both by row and column
4. Joined reports
Multiple blocks showing data from different reports based on same or different report types
Another important point to note here is that only Summary reports and Matrix reports can be fed as a data source for dashboards. Tabular and Joined reports cannot be used as data source for dashboards.
25)Can we mass delete reports in Salesforce?
we can mass delete reports in Salesforce. The option to mass delete reports can be found under "Data Management" in Setup.
26)Explain the term “Data Skew” in Salesforce.
Data skew” is a condition which you will encounter when working for a big client where there are over 10,000 records. When one single user owns that many records we call that condition ‘ownership data skew’.
When such users perform updates, performance issues will be encountered because of “data skew”. This happens when a single user/ members of a single role own most of the records for a particular object.
27)Explain skinny table. What are the considerations for Skinny Table?
In Salesforce, skinny tables are used to access frequently used fields and to avoid joins. This largely improves performance. Skinny tables are highly effective, so much so that even when the source tables are modified, skinny tables will be in sync with source tables.
Considerations for skinny tables
Skinny tables can contain a maximum of 100 columns.
Skinny tables cannot contain fields from other objects.
28)Which fields are automatically Indexed in Salesforce?

Only the following fields are automatically indexed in Salesforce:
  • Primary keys (Id, Name and Owner fields).
  • Foreign keys (lookup or master-detail relationship fields).
  • Audit dates (such as SystemModStamp).
  • Custom fields marked as an External ID or a unique field.
29)What are the types of custom settings in Salesforce? What is the advantage of using custom settings?

There are two types of custom settings in Salesforce: List Custom Settings and Hierarchy Custom Settings.
List Custom Settings are a type of custom settings that provides a reusable set of static data that can be accessed across your organization irrespective of user/ profile.
Hierarchy Custom Settings are another type of custom settings that uses built-in hierarchical logic for “personalizing” settings for specific profiles or users.
The advantage of using custom settings is that it allows developers to create a custom set of access rules for various users and profiles.
30)How many active assignment rules can you have in a lead/ case?
Only one rule can be active at a time.
31)What are custom labels in Salesforce? What is the character limit of the custom label?
Custom labels are custom text values that can be accessed from Apex classes or Visualforce pages. The values here can be translated into any language supported by Salesforce.Their benefit is that they enable developers to create multilingual applications which automatically presents information in a user’s native language.You can create up to 5,000 custom labels for your organization, and they can be up to 1,000 characters in length.












                                                                      








Salesforce Announces Customer 360 Service

                                    Salesforce Customer 360 Salesforce Customer 360 is a  " new cross-cloud technology" i...