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Tag: Platform Developer

  • Top 6 Qualities of Salesforce Consulting Partners to Look Out For in 2024

    Top 6 Qualities of Salesforce Consulting Partners to Look Out For in 2024

    When it comes to CRM, anywhere we go in India or across the globe, everywhere we see Salesforce and Salesforce consulting partners We all know what Salesforce is. what does it do? how does it work? and like everything about Salesforce. But there is a very common question that people usually ask i.e.

    Who are Salesforce Consulting Partners?

    So, Salesforce Consulting Partners are the companies or organizations that work with Salesforce and help other companies to implement, customize, enhance, and upgrade their Salesforce CRM to its fullest. These are the companies that help you to make proper use of your Salesforce CRM.

    Also, these companies will help to reach your sales & marketing goals, upgrade your Salesforce skills, and most importantly help you boost your business.

    Over the years the number of Salesforce users has increased in large numbers and so is the demand for Salesforce Consulting Partners. Different companies have different reasons to look out for a Salesforce Consulting as per their requirements.

    Whether you are a small or large firm, there are always some top qualities of a Best Salesforce Partner that you must check before finalizing any consulting company.

    Have a look at some qualities of a Salesforce Consulting Partner

    1. Salesforce Certified Employees

    Many companies state to be Salesforce Consulting but just saying so is not enough. To be one the company should have Salesforce-certified employees who can help you in implementation and can match your requirements. There are no. of certifications one can earn to be successfully certified. Some of the most common yet necessary certified employees that a consulting should have are as follows:

    • Certified Administrator
    • Certified Platform Developer
    • Certified Analyst
    • Certified Solution Consultant
    • Certified Assurance Consultant
    • Certified Data Architecture Management Designer
    • Certified Integration Architecture Designer

    2. Work Experience Still Matters

    Yeah! Giving chances to newcomers is good but consulting partners with good experience is the best. A good Salesforce Consulting partner must have proven work experience in different platforms offered by Salesforce such as Sales Cloud, Service Cloud, Marketing Cloud, etc. to handle your projects appropriately.

    Maintain transparency and ask them out about the projects handled and experience. This will help you in deciding whether a particular firm can help you with your Salesforce integration and customization or not. You can also go through the reviews the company has like on AppExchange where you can find the company’s reviews related to previous work.

    dont miss out iconDon’t forget to check out: Why Need Salesforce Consulting Services For Your Business

    3. Compatibility Always Works

    How compatible are you with your partner? This question is also applicable when choosing a consulting firm or company. There should be an easy understanding between you and your consulting partner. Salesforce has many platforms and Salesforce Consulting partner companies provide support for these platforms. But before anything else, the Consulting should understand your business and core problems to give you the best possible solution. The same is true with you also. You should also understand their procedure to solve any problem. So a good Consulting partner understands your business and delivers solutions that are best for their clients.

    4. Blueprint of Process

    A consulting partner who has a clear idea about things must recommend A Best Salesforce Partner who should be able to give you a clear blueprint of all the processes and work that is to be done by them. A prior blueprint of the beginning-to-end process would help you to understand better whether the firm will be able to work on the given things or not. A Consulting that can’t provide the process chart can never be able to help you. So providing the layout of every single process is one of the best qualities of a good Salesforce Consulting Partner.

    5. Good Knowledge of Salesforce Products

    Good knowledge about the field you are involved in is a must and the best. Your Salesforce partner knowledge about all the products that Salesforce offers like Salesforce Analytics, Salesforce Marketing Cloud, Sales Cloud, etc. This is the key quality of any Salesforce Consulting as the firm that itself knowledge about the products can never help you in implementing or customizing things using these products.

    6. A Great Problem Solver

    One of the key skills of any Salesforce Consulting partner is to deliver unique, creative, and complex problem-solving ideas. Your partner should seek your every problem as a unique one and should respond accordingly. So good and confident problem-solving consulting will help you in delivering quick and effective results. This will ultimately uplift your business and helps you to reach the next level of success. In total, a good Salesforce consulting partner should be a good problem solver.

    These are some of the characteristics of any Salesforce consulting partner. So before paring up with any consulting, this is your prime duty to assure whether the particular consulting would be helpful for your company or not.

    dont miss out iconCheck out another amazing blog here: The 3 Approaches to Salesforce Implementation

    Does your Salesforce partner have these qualities?

    You can comfortably find a Salesforce Consulting Partner on AppExchange from Salesforce

  • Everything You Need To Know About Salesforce Admin Certification Exam

    Everything You Need To Know About Salesforce Admin Certification Exam

    Salesforce is a game-changer, ever-evolving, always innovating, #1 CRM platform globally. It is a huge company growing leap and bounds every year. It welcomes individuals of all types of backgrounds and opens doors for an illustrious career.

    The first step to entering the Salesforce world is through Salesforce administration certification. In this blog, we will go through everything you need to know about Salesforce admin.

    What is Salesforce Admin?

    Consider Salesforce Administrators to be your go-to people for all things Salesforce. They serve as a key link between the worlds of business and technology.

    Administrators at Salesforce collaborate with stakeholders to determine system needs and modify the platform. They make it possible for users to get the most out of the Salesforce platform.

    A Salesforce Admin is the one who knows the most about how to make the platform work for their company’s objectives.

    Who Can Become One?

    Anyone who is inclined toward pursuing a career in the ever-growing Salesforce ecosystem can become a Salesforce administrator.

    How to Prepare for the Exam?/ Resources

    The best way to get started is on Trailhead where you can get hands-on experience. The trailblazer community is one such platform to get all your queries answered by the experts in the Salesforce ecosystem. Apart from that, a whole lot of guided videos are available on YouTube for you to understand the topic in more depth.

    It is recommended that you finish both the Admin Beginner and Admin Intermediate paths on Trailhead for hands-on experience. Then, on Trailhead, complete the Admin Certification Trail and Admin Certification Trailmix. These have been created by Salesforce to walk you through the most crucial aspects of the test.

    Are There Any Prerequisites?

    To get started, you don’t need any technical skills or experience with Salesforce technology. Trailhead, Salesforce’s free online learning platform designed to teach new students and seasoned professionals a wide array of business skills, is available to anybody with a computer and an internet connection anywhere in the globe. The best part is that you can study to be a Salesforce Admin on your own time.

    The Admin Exam

    • Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions

    • Time allotted to complete the exam: 105 minutes

    • Passing score: 65%

    • Registration fee: USD 200 plus applicable taxes as required per local law

    • Retake fee: USD 100 plus applicable taxes as required per local law

    • Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.

    • References: No hard-copy or online materials may be referenced during the exam.

    • Prerequisite: None required; course attendance is highly recommended

    dont miss out iconDon’t forget to check out: How to Prepare for Salesforce Admin Certification | Salesforce Training

    Exam Topics

    Configuration and Setup: 20%

    • Describe the information found in the company settings (for example company settings fiscal year, business hours, currency management, default settings).

    • Distinguish and understand the administration of declarative configuration of the User Interface. (for example UI settings, app menu, list views, global actions, Lightning App Builder).

    • Given a scenario, demonstrate the proper setup and maintenance of users.

    • Explain the various organization Security Controls. (for example Setup Audit Trail, Login Hours, Session Settings)

    • Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example public groups, org-wide default, sharing: roles, subordinates, hierarchy, report, and dashboard folders)

    • Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

    Object Manager and Lightning App Builder: 20%

    • Describe the standard object architecture and relationship model. (for example standard object, parent/child, master-detail/lookup/junction relationships, and record types.)

    • Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.

    • Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.

    Sales and Marketing Applications: 12%

    • Given a scenario, identify the capabilities and implications of the sales process. (for example sales process, opportunity, path, and forecast impact.)

    • Given a scenario, apply the appropriate sales productivity features using opportunity tools. (for example, dashboards, lead scoring, Einstein opportunity scoring, and home page assistant.)

    • Describe the capabilities of lead automation tools and campaign management. (for example, leads, lead convert, lead assignment rules, campaign, and campaign members.)

    Service and Support Applications: 11%

    • Describe the capabilities of case management. (for example case, case assignment rules, and queues.)

    • Given a scenario, identify how to automate case management. (for example support process, case auto-response rules, and case escalation.)

    Productivity and Collaboration: 7%

    • Describe the capabilities of activity management.

    • Describe the features of Chatter.

    • Describe the capabilities of the Salesforce Mobile App.

    • Identify use cases for AppExchange applications.

    Data and Analytics Management: 14%

    • Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data.

    • Describe the capabilities and implications of data validation tools.

    • Describe the options available when creating or customizing a report or report type.

    • Describe the impact of the sharing model on reports.

    • Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, Subscribing, running user).

    Workflow/Process Automation: 16%

    • Given a scenario, identify the appropriate automation solution based on the capabilities of the tool.

    • Describe capabilities and use cases for Flow.

    • Describe capabilities and use cases for the approval process.

    Recommended Training and References

    The self-study materials recommended for this exam include:

    • Trailmix: Prepare for Your Salesforce Administrator Credential – https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential

    • Trail: Study for the Administrator Certification Exam – https://trailhead.salesforce.com/content/learn/trails/administrator-certification-prep

    • Practice Test: Administrator Practice Test – https://developer.salesforce.com/files/ti/thi/THI-000393/administratorpracticetest.html

    • Super badge: Lightning Experience Reports & Dashboards Specialist – https://trailhead.salesforce.com/en/superbadges/superbadge-lex-rd

    • Super badge: Business Administration Specialist – https://trailhead.salesforce.com/superbadges/superbadge_business_specialist

    • Super badge: Security Specialist – https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_security

    Tips to Ace the Exam

    1. Focus more on topics you are struggling with

    2. Make Placards to memorize the concept easily

    3. Study with a friend

    4. Join the community – https://trailhead.salesforce.com/trailblazer-community/feed

    5. Practice Mock Tests – https://developer.salesforce.com/files/ti/thi/THI-000393/administratorpracticetest.html

    6. During the exam, read the questions twice before answering them

    dont miss out iconCheck out another amazing blog by Apphienz here: No Code Clearbit and Salesforce Integration

    What Are the Job Opportunities?

    There is a wide array of opportunities for people who are well versed with Salesforce technology. Salesforce is used by a wide range of firms in a variety of industries and sizes, including retailers, NGOs, financial services, healthcare providers, software companies, and service businesses.

    Some Salesforce Administrator Certificate holders do so to enhance their present job responsibilities – and maybe earn a greater wage. Others use it to beef up their resumes and look for a new job.

    The starting salary for a Salesforce admin in the US is $ 79, 000 (Salesforce.com)

    Maintaining Your Salesforce Certification

    As Salesforce evolves every year with new releases and features, it is very important for you to stay updated with the latest features to maintain your certification. As a result, once a year, you’ll need to complete the Administrator certification maintenance modules on Trailhead. Your accreditation will expire if you do not fulfill all maintenance obligations by the due date.

    What after Salesforce Admin?

    There are two types of certificates, one is Salesforce admin and the other is Salesforce admin advance. If you want to dive deeper into the Salesforce administration domain, it is advisable to go for the advance certificate. If not, you can move on with several options available like Salesforce developer. Marketing cloud, service cloud, sales cloud, platform developer, App developer, etc depending on your interest level. The best part about the Salesforce ecosystem is individuals with no previous experience or technical background can get themselves acquainted with the subject easily.

    To conclude, Salesforce is a wonderful place to work for and grow exponentially in your professional career. Salesforce not only provides excellent job opportunities but the work culture of Salesforce is extraordinary and everyone out there is welcomed without any bias or judgment.

    We are Apphienz, Salesforce’s proud registered partner. We provide exceptional services for nonprofits, SMBs, and startups. If you are looking to implement Salesforce into your company or organization, get in touch with us today. Visit our website for more information and write to us in case of any queries. We make sure to get back to you at our earliest.

    Note: Register for the Exam here: https://www.webassessor.com/wa.do?page=publicHome&branding=SALESFORCE

  • Why It’s Important To Learn Salesforce In 2021

    Why It’s Important To Learn Salesforce In 2021

    Salesforce is a popular CRM solution, and that’s normal for all the benefits that it offers. It gives businesses a wide range of tools that they can use to enhance their processes. It has become something worth learning as it helps people understand the platform better and further their careers. It does not matter whether you want to learn it for professional development’s sake or to bring your employees on board with this CRM solution; you can never go wrong when you know Salesforce. However, if you’re not convinced about the importance of this training yet, here are a few reasons:

    ● Your Business Needs it Now

    This is the most apparent reason why you need to learn Salesforce in 2021. The necessity for constant communication and the difference in customer preferences means that the conventional ways to handle customer databases are no longer sustainable.

    Learning Salesforce allows you to access advanced CRM’s seamless automation and functionalities that help you to keep all the details about each customer and use the information to offer a personalized service to them. Salesforce being one of the best CRM platforms gives you an advantage over your competition in the way you cater to your customers.

    ● High ROI

    Due to the relevance and widespread use of Salesforce, you can be sure that you’ll be getting a high ROI on every amount you spend to get your Salesforce training. For instance, if you’re a young graduate that has just entered into the business automation world, good training in Salesforce will give you an edge over others because you are a Salesforce professional. This means that you may be able to work with some of the most prominent organizations in the world. However, if you’re already working as an IT professional, getting Salesforce training increases your importance to the organization, reflecting your salary.

    ● Increased Consumer Satisfaction

    This platform is built to help organizations handle their customers better. If you learn Salesforce, it will help you understand your consumers’ specific needs, preferences, likes, and dislikes before reaching out to them. Additionally, you can stay on top and follow up on your prospect with the lead management systems until they become loyal customers.

    dont miss out iconDon’t forget to check out: Salesforce Integration — Methods, Types, Patterns, and More

    ● Salesforce Certifications Give Wndless Scope.

    Getting a Salesforce certification is a stamp of approval that endorses your skills and validates that you are a Salesforce professional. According to some college essay services, if you’re able to pass the Salesforce certification examination and you get the certificate, there is a high chance that you get can get any job you point at anywhere in the world based on your expertise.
    It is worth mentioning that the examinations are pretty tricky and come with lots of practical challenges that need to be solved. However, if you have good Salesforce training, you will be able to pass the certification examination well.

    If you wish to pursue Salesforce certification based on your expertise, there are about eight categories of certification to choose from:

    • Technical architect
    • Administrator certification (advanced administrator and administrator)
    • Consultant certifications
    • Developer certification (commerce cloud, platform developer I & II1)
    • Pardot expert (specialist, consultant)
    • Market certifications
    • Consultation certifications/implementation experts
    • App builder

    ● Improved Job Prospects and Better Salaries

    Economic laws equate higher demand to increasing prices. As of now, Salesforce is an organizational need. Irrespective of the industry or operation scale, several organizations need Salesforce professionals who can take proper care of their customer database. With the high number of people vying for a small number of available jobs, the best way to boost your chances of getting a good job is by learning Salesforce. This helps you stand out from the crowd. As long as you are proficient in Salesforce within your area of expertise, you are going to get several jobs to offer to knock at your door.

    The market demand is high for skilled and proficient Salesforce professionals, which equates to high-paying jobs for professionals skilled in Salesforce. Currently, you can earn as much as $150,000 per annum in the US as a technical architect in Salesforce. The higher your level of training, the higher your pay.

    ● Get Future-proof

    The adoption of Salesforce is moving at a swift rate, and the platform’s dominance is increasing with it. So, we can safely say that it is here for the long term. CRM and automation are no longer new market trends. Most businesses have changed from the conventional techniques to CRM (Salesforce), and you should do the same.

    Learning Salesforce now is like planting seeds. In a short while, you will see the fruits. This will ensure that your industry peers do not leave you behind, and you will sync with technological advancements as it unfolds in your field.

    dont miss out iconCheck out an amazing Salesforce video tutorial here: How to Create a File Location in Salesforce Marketing Cloud

    Conclusion

    2021 gives us a new opportunity to create new opportunities to help you regain all the time and confidence lost in the previous year. One of the best ways to do this and also make yourself future-proof is by learning Salesforce. This will enlighten you about the best CRM platforms organizations have used to save money and time while handling a complicated customer database.
    Keep in mind that Salesforce isn’t so difficult. A simple search through Google will give you details about the training resources you can work with. However, you must observe your steps and carefully choose the right training resource for you.

    Author Bio

    Charlie Svensson is a fast, engaging freelance essay writer. He is skilled in content writing and blogging. The favourite topics of his posts are education, blogging, and self-growth. Excellent adaptability of skills to reach diverse audiences.

  • Steps to Become a Salesforce Developer

    Steps to Become a Salesforce Developer

    Salesforce development is a rapidly expanding IT career with a significant potential for outstanding payroll growth and industry recognition. It also enables a person to test and demonstrate his or her abilities, therefore also promising excellent job satisfaction. According to some sources, Salesforce developers’ typical yearly packages amount to around 0.5 million, and it is not unusual to make one million a year while working with top employers. This article will enable you to identify the best approach to fulfill your objectives if you’re also interested in becoming a prominent Salesforce developer. The occupation, the necessary skills and Best Practices to identify, and the prospects will be quickly introduced to you.

    Get Relevant Certifications From Salesforce

    Make sure you have strong Salesforce Manager expertise. It contains theoretical information as well as the proper approach to apply it in stressful conditions of real life. Consider spending enough time and concentration on clearing up your thoughts and developing the capacity to make use of them successfully in your career. Here are the three distinct certificates you need to receive – Salesforce Certified Administrator, Salesforce Certified Advanced Administrator, Salesforce Certified App Builder.

    dont miss out iconDon’t forget to check out: Salesforce Development Course for Intermediate Developers

    Certify I (PD I) Platform Developer

    Passing PD I certification is considered to effectively address the potential gaps in Salesforce development experience and get information on additional elements. It focuses largely on Apex, APIs, and visual strength. There are 2 certification categories for developers – Developer Platform 1 and Developer Platform 2.

    Incorporate Salesforce Into Your Daily Task Management Routine

    The training sessions and credentials of the Salesforce Developer make you qualified, but the practice makes you perfect. Then you start employing this for your duties if you want to construct your distinguished identity as a highly-skilled Salesforce Developer. Integrate Salesforce into your everyday routine in technical language. It provides you with a clear notion to customize Salesforce for your own demands. For example, tracking your work application with every application that functions as a chance for you to close, every potential company represents an account, and contracts related to the firm you engage with. Try to broaden the extent of your practical expertise with the help of your connection with Salesforce. You will discover Salesforce’s most relevant features to provide a better customer experience and acquire a new advantage in the industry.

    Join Local Salesforce Community Developer Group

    An excellent Salesforce Developer Training Course will assist you in breaking the examinations and in acquiring professional abilities. Salesforce Trailblazer Community is a very useful community of experts from Salesforce that share their expertise openly to establish relationships. To become friends with Salesforce professionals and experts, you may start to join your Trailblazer community group. Various members from the Salesforce community – new learners, experts, trainers, and even recruiters – may be found. Together with the group meetings you may improve your knowledge and search for the newest information in the business, make new acquaintances and even achieve a good job with a high salary scale. Be social, introduce yourself to others, discuss your Salesforce experience, your professional accomplishments, your credentials, and your participating seminars. Try to acquire valuable information, how to obtain a solid job with sales personnel, how to assemble an interview and particular Salesforce knowledge resources which may give your knowledge more value or ease the learning process.

    dont miss out iconCheck out another amazing blog by Sweta Dey here: Which Add-ons Are The Most Popular In The Salesforce Community

    Pinpoint Your Problem Areas and Devote Your Time to Fixing Them

    The continual effort to ace Salesforce interviews can depress a lot of individuals. Before you go on to your next interview, make sure to learn from your previous attempts and get as much knowledge as possible. The goal is to find the holes in your interviews and improve on them. By now, if you have established a record of your job hunt for Salesforce, you can utilize it to keep track of your interview performance, key questions, and other data that can aid you in getting the position. There are no personal biases in coding interviews, and this allows you to discover and focus on weaknesses in your performance so that you may improve in the next interview.

    Now that we have covered that, Cymetrix and its team of Certified Salesforce Consultants and offshore software developers have the best desired in-depth cognitive content and knowledge to listen to your business needs and challenges, diligently learn about your business model/processes, and then develop very efficient solutions around them. Reach out to the most skilled group of Salesforce Consultants for all your Salesforce-related tasks. 

  • Transforming Field Service Operations by Leveraging Technology and The Salesforce Ecosystem

    Transforming Field Service Operations by Leveraging Technology and The Salesforce Ecosystem

    Field Service is a critical functional area for any industry that needs to physically move goods or personnel; essentially involving inventory management, fleet management, and managing delivery schedules along with its associated billing and accounting functions.

    In the age of Innovate-Disrupt-Repeat, Field Service Operations are under accelerated evolution driven by the opportunities enabled by digital, with Field veterans claiming that the real disruption is yet to come.

    field sales management solution

               ” In this blog, Damco examines the emerging challenges of field service operations, confronting the businesses across industries”

    Critical Challenges of Field Service Operations

    Like other processes, Field Service operations are also facing the challenges of Operational Silos, Increasing Cost of Legacy Systems, Inefficient Redundant Tasks, and evolving Customer Expectations.

    Challenge #1: Operational Silos Structure

    In most industries Field Service exists in silos, not interacting with Marketing or Sales. Despite Field Service being customer-facing yet, organizations lose on opportunities to gain a 360° unified view of the customer.

    Without integrating Field Services with other processes, critical information is lost. For example, production teams miss data such as the number of repairs requested in warranty, parts needing frequent replacement, the average time to asset failure, etc.

    While Field Service continues to be in silos, the cost is incurred due to overstocking and administrative overhead. Fragmented IT infrastructure maintains status-quo and inhibits communication.

    To reduce operational expenses and increase the efficiency of asset management at the warehouse, a unified holistic integration of field service operations and collaboration with other departments is the need of the hour!

    dont miss out iconDon’t forget to check out: What is Batch Apex in Salesforce? How to Execute Batch Apex Class?

    Challenge #2: Rising Cost of Legacy Systems

    Many organizations are still using obsolete software of Field Operations based on legacy technologies which are getting costlier to maintain. With the number of experts declining each day and software providers calling off their support, legacy platforms pose a significant risk to data and efficiency of the coupled process.

    Obsolete technology stack frequently causes missed communication between teams, data corruption, or global service outage, all having the potential to inject inefficiencies that magnify at the next step. Moreover, the lack of mobility in legacy technology decelerates the efficiency of the field workforce.

    Lacking features like automation, cloud storage, and predictive-analytics; such legacy system cost opportunity to focus on production as they need huge resources to just maintain them.

    Field service operations across industries demand solutions based on cutting-edge technology to survive and thrive in the evolving competitive landscape

    Challenge #3: Recurring Redundant Tasks adding inefficiencies

    Two prominently redundant tasks in Field Service Operations are Route Planning and Assigning Field Resource. Route Optimization is critical to cut-delivery time and needs to take into account the fleet availability, weather fluctuations, update in addresses, preferred time window, road closures, etc. Unless planned well, it adds to the fuel cost.

    Similarly, the assignment of Field Resource, without considering the skill set required for meeting customer requests, costs additional man-hours. For example, if the deliverable requires installation then a delivery agent capable of installing the item can save on the additional cost.

    Unless automated, these redundant recurring manual tasks will allow inefficiencies to creep in the field service operations. Automation is also required to optimize the availability of human resources for core tasks like strategic planning and implementation.

    Challenge #4: Evolving Customer Expectations

    Logistical success has a rather new and complex metric ‘Customer Satisfaction’, which depends not just on timely delivery but on previous interactions with the vendor, customer support, and delivery agent. If the interaction is opaque to the next person in the pipeline, it becomes difficult to bring a disenchanted customer back who is ready to defect with a single instance.

    Delivering products/services in partnerships with aggregators has added another layer of challenge to vendors. From preferred time-slots, last-minute cancellations, changes in address, or request for real-time updates, there are many scenarios where consumer expectations demand every step of the supply chain to communicate with each other.

    With competition leveraging technology to get closer to customers every day, leaving the opportunity to collect feedback is unaffordable.

    Unless the technology platform is capable of capturing and responding to Field Service feedback, customer experience can’t be improved.

    The market landscape is evolving and organizations across industries are now recognizing the criticality of field service solutions to improve the efficiency of field technicians and attain new revenue streams.

    How Field Service Management Software Alleviates Challenges of Field Service Operations?

    FSM software addresses challenges of Field Services and facilitates every step of the supply chain to be managed with granular visibility. From automation of field operations, collaboration among field service professionals, coordinating changes on the go-to instant update in tasks; it acts as a platform to streamline the entire gamut of Field Service Operations.

    A cloud-hosted Field Service software bypasses the need to maintain an on-premise server and is updated as per the need. Informational access on mobile devices improves the experience of every stakeholder who can engage the end consumer in innovative ways, establishing customer delight.

    With automated scheduling, the productivity of both managers and the technicians is optimized. Real-time and predictive analytics makes monitoring the status of jobs simpler. Field Service Management tool empowers Field Service personnel to be the main contact for customers and establishes trust with the end consumer.

    As per a Markets and Markets Study, by deployment type, the cloud-based field service management solutions are expected to witness a faster growth rate.

    It is critical for organizations across industries to select the right Field Service Management solution out of the pool of options available to them in the market ecosystem. The decision-makers must ensure that the software has capabilities to address their specific business requirements and can help them to gain a competitive advantage in an increasingly volatile and competitive market landscape.

    This blog explores the top cloud-based Field Service Management Solutions available in the Salesforce ecosystem that are flexible, scalable, and affordable. Salesforce, the world’s number 1 CRM, is a pioneer in enabling organizations across industries to improve the speed and efficiency of their field service operation.

    • Field Service Lightning
    • Optima Pro

    Field Service Lightning: A Complete Field Service Management Solution

    Field Service Lightning is a Salesforce product– a powerful, highly customizable platform that can be used to set up a mobile-friendly field service hub in Salesforce. As the most preferred Field Service Management solution, FSL offers the following benefits.

    One Platform Connects All

    Salesforce FSL facilitates the entire workforce to connect with each other through a single platform. Workflows are optimized for each role– managers, mobile workers, dispatchers, etc.

    Single Tool Multiple Functions

    AI-powered scheduling of work orders, inventory tracking for van/warehouse, and categorized knowledge articles are accessible with or without the internet.

    Creation of Work Orders Swiftly

    Create, manage, share, and optimize work orders for field service operations that are integrated with standard Salesforce fields such as Accounts, Contacts, Assets, Cases, Entitlements, and other customized objects.

    Intelligent Schedule Optimization

    Automatically assign the right resource through the Service Console. Optimize availability based on time, skills, location, and other custom rules.

    Connected Workforce On the Go

    FSL mobile app for real-time collaboration regardless of internet connectivity. The app can be customized for the role-based workflow, providing just what is needed.

    Access to Einstein Vision

    Intelligent van inventory management– image recognition to immediately identify assets and double-check the part that needs repair/replacement.

    Measure and Improvise

    Field Service Analytics provides managers and dispatchers real-time performance data against KPIs to make data-driven decisions.

    Zero dependencies for On-premise

    The cloud-based portal is accessible from mobile devices with no-downtime, inexpensive data storage in a global network of secure data centers.

    dont miss out iconLooking for a Top Salesforce Consultant for your business? Choose the best from here.

    Optima Pro: A Comprehensive, Field Service Platform

    Optima Pro is Damco’s proprietary Field Service Software based on the Salesforce platform, which is a comprehensive solution to address the daily challenges of the field service industry and delight the end consumer through a superior experience.

    Apart from the core functions of cloud-based FSM software like automated scheduling, real-time visibility into the workflow, and connected workforce; it offers below-listed features that can be customized to fit the business needs.

    Manage the Entire Service Organization

    Built-in process for managing the complete Service Organization which includes territories, teams, and technicians along with their skills, expertise, and current location.

    Track Warranty and Service Contracts

    The built-in process to define the rules to auto check the warranty and service contracts so that the service personnel can be updated on potential revenue opportunities.

    Delight Consumer by Preventive Maintenance

    Pre-configured support for Preventive Maintenance to keep technicians updated for upcoming maintenance services ensuring fewer breakdowns of customer products.

    Proactive Inventory Update

    Request parts on the fly from fellow technicians and depot locations by the appropriate stock search. Geo-location based dispatch for cost-effective and timely service.

    Transparent Invoice Generation

    Retrieve previous invoices/work orders, generate service bills/invoices, and modify them in real-time. Record details about the work performed and check for previous sessions.

    Integration with Time Slate Pro

    A feature-rich comprehensive calendar that can be used with any object; standard or custom. Multiple views for daily, weekly, and monthly display of events.

    Use Case

    Medical Equipment Manufacturer

    The client is a manufacturer and distributor of medical equipment like Cyclotron, CT Scanner, MRI, etc. This equipment requires special packaging, carriage, unboxing procedure, and trained personnel along with on-site engineers to supervise the installation.

          Business Needs

    • Track inventory– equipment parts, installation material such as steel shielding for installation on site
    • Set operating hours and organize personnel with the right skill sets to conduct installation
    • Schedule availability of specialist engineer for installation and the first run of the equipment
    • Ensuring compliance for radioactive equipment through serial accountability of the installation crew

          The Solution

    • Implementation of Field Service Lightning Managed Package and Core Field Service Lightning with customized workflow
    • Optimization of workflows to provide complete visibility to each stakeholder with detailed log and custom work rules
    • Field Service Lightning Mobile App with knowledge articles for safety on radioactive equipment and installation guide videos
    • Push notifications for installation milestones to all stakeholders and admin review for next steps

    About Damco

    At Damco, we take pride in building innovative, efficient, and robust IT solutions for our clients. As a leading Salesforce Silver Consulting Partner in the US, our expertise spans Marketing Cloud, Service Cloud, Communities, Field Service solutions, Pardot, Lightning, and App Cloud.

    We have been pivotal in building success stories of great customer experience, incremental efficiencies, and ROI transformation. Through our robust consulting methodology developed over the course of numerous successful Salesforce implementations, we help organizations across industries to unlock the Salesforce potential and transform their field force capabilities while remaining cost-effective.

    Reference: damcogroup

  • Instantly Deploy Free COVID-19 Care Response Solution with Global Salesforce Implementation Partner

    Instantly Deploy Free COVID-19 Care Response Solution with Global Salesforce Implementation Partner

    World leaders and global health care providers are overwhelmed with inbound calls and an amplified number of cases they are receiving each day affected by the novel coronavirus (COVID-19) pandemic.

    On 11th March, Salesforce Chair and CEO Marc Benioff asserted that Salesforce is implementing a COVID-19 Care Response Solution that provides rapid and free access to technology for emergency healthcare providers (HCPs), health systems, healthcare technologists, and technicians responding to the patients and healthcare around the world.

    It is an effort by CRM behemoth, Salesforce, to mitigate the spread of COVID-19 by enabling healthcare providers to stay connected, and responsive with real-time information that increases safety and wellness.

    Salesforce more than ever is leading the way with their guiding principle — Better Together, to assist and engage HCPs, patients, members, and communities to accrue medical protection.

    dont miss out iconDon’t forget to check out: Fight Against COVID-19: How is Salesforce Helping?

    In another effort to support, Tableau, acquired by Salesforce last year, paving the way for healthcare organizations to understand coronavirus data instantaneously by developing a free data resource hub. It is compiled using data by Johns Hopkins University as well as data from WHO and the Centers for Disease Control and Prevention.

    “Salesforce COVID-19 Care Response Solution can be deployed quickly with zero charges for six months to immediately aid healthcare and related industries that are in dire need due to novel coronavirus pandemic. The solution empowers healthcare organizations that have been impacted around the world to stay connected and engage to thrive in navigating this crisis.”

    COVID-19 Care Response Solution features include

    Salesforce Health Cloud

    Mitigate the brunt of global healthcare organizations and improve the cross-connectivity of healthcare teams and patients during the unexpected onslaught of a global coronavirus pandemic by leveraging the capabilities of the world’s #1 patient relationship platform, Health Cloud.

    My Trailhead

    Leverage on-demand, learning platform with Salesforce my Trailhead. Enable and ensure the newest safety and testing protocols being Instantly distributed amongst your staff.

    Shield Platform Encryption

    Ensure the privacy and security of healthcare data to meet internal and external compliance requirements like HIPAA in the US.

    Salesforce Customer Communities

    Securely distribute information from a personalized or a self-service resource center to help inform healthcare professionals, patients, members, and communities to mitigate the spread of COVID-19.

    Premier Support

    Certified industry experts of the Salesforce implementation partners are prepared and 100% operational to support HCPs today with the implementation of COVID19 rapid response solutions.

    dont miss out iconCheck out this amazing video here: Salesforce CEO Marc Benioff on New Software to Help Businesses Reopen

    Recognized Global Implementation Partner

    Salesforce has acknowledged Damco Solutions as a Global Salesforce implementation partner. We are empowering healthcare Industry and healthcare organizations globally in implementing COVID19 rapid response solutions and assisting them in mitigating all immediate challenges faced by these emergency healthcare teams.

    “Damco is amongst the top Salesforce partners in USA and India and is equipped with more than two decades of healthcare industry experience. Our certified experts excel in providing top-notch Salesforce services. We remain committed to flattening the curve and are flexible to meet the business requirements of our esteemed clients enabling them to optimize technology and pivot their organization to success.”

    Damco Solutions is committed to empowering health systems to capture, analyze, and harness all COVID19 information seamlessly while connecting systems of record and improving visibility into the entire health journey. Our certified experts have assisted brands including many Fortune 500 companies to successfully implement Salesforce.  Request a free consultation from our Salesforce SME, or please email us at info@damcogroup.com.

    Reference: Damco solutions

  • Passing Platform Developer II – MCQ made easy!

    Passing Platform Developer II – MCQ made easy!

    You hear it right! Now the Salesforce Platform Developer II exam is made more easy with realistic tasks and flexible deadlines (Actually no deadline, in other words, set your own deadline :P)

    Salesforce recently introduced changes in the path for attaining Platform Developer II (PDII) Certification. Earlier, Salesforce Certified Platform Developer II (PDII) certification had two steps. Firstly, we must appear for a proctored multiple-choice question. After successfully passing the first step, the candidate must complete a technical assignment and get it reviewed. The time taken to get Platform Developer II certified was generally around 6+ months.

    The New Change:

    • Effective June 28, 2017, the Salesforce Certified Platform Developer II (PDII) certification will again have two (but simple parts) parts:
    • Proctored multiple-choice exam
    • 4 Trailhead superbadges. These superbadges replaces the Programming Assignment and thus intended to be useful in gauging candidate’s knowledge on advanced, real-world business requirements covering features, concepts, and scenarios that are essential for a Platform Developer II to know, including Apex programming, data integration and more.

    Two of the superbadges, Apex Specialist and Data Integration Specialist, are available today on Trailhead. The remaining two superbadges are currently in development with an ETA before the end of 2017.

    Multiple Choice Questions (MCQ) Pattern:

    • 60 multiple-choice/multiple-select questions
    • 120 minutes allotted to complete the exam (time allows for unscored questions)
    • 63% is the passing score

    I don’t want to bore you with the specifics of the exam anymore. Let’s get to the business.

    What to prepare for the MCQ part of PD-II (My Study Notes):

    Before we jump into topics, Just remember – No need to panic about this exam. It’s just a practical version of what you learned in Apex Design pattern, Apex programming, and Debugging your code.

    And… Ya, I forgot about this – Don’t Ever Forget To Study The Sample Questions Given in Official Study Guide Here. I got all the 5 questions mentioned in the Study guide.

    Topics to go through:

    • Apex Design pattern
    • Visualforce Developer Guide
    • Lightning Design System Basics.
    • Asynchronous Apex
    • Apex Triggers and Order of Execution
    • When and how to use @future (callout=true)
    • Tools for using metadata in salesforce (Whisper word: Workbench)
    • Best practices in Unit testing (about getURLU especially)
    • Displaying Error messages in Vf pages and in lightning pages
    • Sharing model in Salesforce
    • Apex code Debugging from the sample code (some examples around: Database.rollback )
    • Best practices for Apex CPU time limits
    • Have Apex Governor limits on your fingertips
    • Custom and Standard controllers
    • Using multiple custom controllers and order of execution in the same
    • Ways to view state issues
    • Debugging triggers
    • Exception handling
    • SOQL and its best practices (especially preventing SQL injection)
    • Types of fields in objects.
    • Unique and External ID fields.
    • Debugging in Developer Console and its components
    • Using SOAP/REST web services and its best practices.
    • SOAP API parameters
    • REST annotations
    • Types of APIs in Salesforce and its basics
    • VF pages with Javascript remote actions
    • Dynamic SOQL and its limitations
    • Visualforce tags (Tip: Not the basic tags)
    • List, Set and Map collections in apex
    • Workflows and Process builders (Tip: If process builder is an option in Ans, Think twice. Mostly that would be the ans. Don’t blame me if you get it wrong. )
    • Debugging run time errors from sample code. (Tip: there could be multiple bugs in the code. Look for the line which will cause failure at first in the order of execution)
    • Know about Debug logs and how to debug via debug logs, and setting the parameters for debug logs.
    • Chatter and how apex can access chatter programmatically
    • Pagination in Vf pages and best practices

    Hope you had an idea on all the areas to cover. In addition, to these go through the Official Study Guide to see the weightage of topics for the exam. Also, I advise to go through the following references to read on the additional study notes:

    • https://www.linkedin.com/pulse/go-get-platform-developer-ii-mcq-part-1-preparation-ty-vu
    • Apex Design Pattern – Video & Tech Library Doc
    • Salesforce Apex Guide Doc

    Final Tip: Try to eliminate all the wrong answers / unrealistic answers. It will help you boiling down to fewer options to choose.

    “All The Best! Waiting to hear your success stories!”

    Please post your experience/study notes as a blog post so that it can help aspiring developers around the world. Let’s grow helping each other!