With Shield, Salesforce looks to strengthen its promise of taking its Trust Services to the next level. Now, even industries with regulatory and compliance requirements such as Financial Services, Healthcare, and Public Sector can leverage the speed and innovation of cloud computing with the assurance of highest level of data protection, availability, and performance.
The needs of specific industries can vary depending on the criticality of the data that they manage and use. While some may need to track sensitive customer being exported others might need to encrypt them or maintain an audit trail of data to safeguard data integrity. The understandably high pressure of balancing the shift to cloud platforms with meeting compliance needs has deterred several organizations from making the shift thereby being bereft from the benefits that it promises to bring along!
Salesforce Shield is a premium set of integrated services built natively in the Salesforce1 Platform. With it, comes the capability to track the way in which one’s sensitive data is being used & handled. It certainly is a strong empowering tool for customers with complex governance and compliance needs to be able to track data going back up to ten years along with sensitive data encryption if they so desire.
Salesforce Shield includes the following core services:
Event Monitoring: This feature gives customers the transparent visibility into which users are accessing what kind of data along which the actions that they are taking on it.
Field Audit Trial: Salesforce customers now have the ability to go back & check their data state up to 10 years. It provides Audit trial data for up to 60 fields per object.
Platform Encryption: All sensitive data can now be easily encrypted at rest (at the metadata layer) without hampering any business functionality.
Transaction Security: Users can add various processes to Event Monitoring using the transaction security feature. Specific events can be configured with Salesforce to trigger actions as required. For example: When any User tries to access the Salesforce from any unsupported browser it will not provide access.
The Shield Platform works through the combination of the tenant key (available with the customer) and a master secret controlled by Salesforce to generate the org-specific data encryption key. This key is used to encrypt sensitive data stored in standard and custom fields, files, and attachments. The derived keys are never persisted to disc, ensuring maximum security for encryption keys.
Setup Salesforce Shield
Setup -> Security Controls -> Platform Encryption
Create Tenant Secret
Enable encryption for files, fields, and attachments
Assign permission to generate, rotate, and archive your org’s keys
If user has the permission to “View Encrypted data”, then the data gets decrypted before presenting it for user
Fields with the following field types: Text, Long Text Area, Phone, Email and URL in standard or custom objects can be encrypted
Omni Channel
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November 17, 2016
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Nirupama Shree
As the customers in today’s world want their work or cases to be resolved accurately no matter through which channel they will be contacting your company.
Omni Channel is a flexible feature provided by Salesforce which needs customization. We can achieve its functionality without writing a code.
Through Omni channel it would be very easy to prioritize the work items which are coming from the Standard as well as Custom objects say Leads, Contacts, Opportunities etc. or it can also analyze the work items coming from Phone, Emails.
Then the Work items can be assigned to the Queues.
Each Queue then can be assigned to a single or multiple channels. According to the Roles assigned an Agent would then be able to receive the work items whenever they want.
Through Omni Channel, Agents don’t have to work for the channel they are working on. Omni channel will look for the work items which are coming next.
Queue in Salesforce in like a bucket which consists of all the incoming things from Leads, Cases etc. And then using Assignment Rules we can assign these Cases to their respective agents but this is a manual process.
Now, through Omni Channel these work items could be assigned automatically.
Omni Channel will look into the Agents & the Queues and the Agents with the high Bandwidth will get the Work Item/Case assigned to them.
How to integrate Omni Channel with Salesforce
Enable the Omni Channel for the org.
Go to the “Omni Channel Settings”
Enable Omni Channel
Click on Save
Go to the Service Channels
Service Channel turns the Standard/ Custom objects to the Work Items. Then Omni channel will put these Work Items from the Queues & routes these towards the appropriate agents.
Mention the Service Channel Name.
Select the object on which you want to work.
Now select the Custom Console footer component. This will include the VF Page or some Java Script.
Click on Save.
Go to the Routing Configuration
Routing Configuration is used to route the work items to the agents. As all the Work Items have relative importance so it helps in maintaining the size of items in Queues so that Agents can have the keen look on all the work items. It keeps the equality of the work being assigned to the Agents.
Click on New.
Give some Name to Routing Configuration.
Mention the Routing priority
Select the Routing Models : Least Active, Most Available Go through the following app for understanding these 2 Models in brief : https://resources.docs.salesforce.com/sfdc/pdf/service_presence_administrators.pdf
Mention the Units of Capacity or Percentage of capacity. This helps in defining the size of the work items in Queues.
Go to the Queues
Assign the Routing Configuration to the Queue.
Select the Objects from which the Work Items are coming from.
Now add the Queue Members to it.
Click on Save.
Go to Presence Statuses
Give the Status Name.
API name will come by default when you enter the Status name.
No choose the Status options.
Add the Service channels to assign to your Status.
Click on Save.
Example, Liveagent in Service Cloud Console can change their status to busy or logoff etc. simply by just drag & drop. Similarly, different Statuses can be made in Omni channel as well.
Now, go to the Presence Configuration
When a user enables the Omni Channel, it will automatically create the Presence Configuration.
It determines what Work Agents can take on & what all Omni channel they can access while assisting the customers.
Each agent can be assigned to only one Presence Configuration.
With this you can specify the work items for each individual depending on the amount of work an agent can take at a time.
Go to Service Cloud Console App
Click on Edit button.
Add the Omni Channel Component to it.
Click on Save.
Go to the Service Cloud Console.
There you will see the Omni Channel existing in it with all the Status with it.
If you need Best Salesforce Consulting Services for any Salesforce related work, then please feel free to reach out to sales@girikon.com
Salesforce Customization & Integration Services
We have certified Salesforce Administrators and Developers who help our customers to customize and build Salesforce.com Apps to meet their business requirements. Sometimes customer needs to integrate their existing ERP system with the Salesforce instance. We provide cost effective quality solution on their existing ERP system with their Salesforce instance Customization and Integration. With our experienced and certified Force.com team, save over 50% costs on Salesforce Customization and Integration services in USA & Offshore.
Girikon’s wide implementation and development on Force.com experience will help you get the most out of your Salesforce system
Our Approach
We help our customers to setup the new Salesforce instance or customize their existing environment according to their need. We also provide them the training to use the different tools of the Salesforce.com that helps them to run their business flow easily. We help our customer to create the complex business process using the Salesforce.com workflow, approval process and triggers.
Our Offerings
Salesforce Integration with other apps.
Data migrations from environment to another environment.
Data Cleaning.
Communities and Customer Portal setup and customization.
Upgrading Salesforce environment.
Third Party App integration with Salesforce.com like Desk.com integration, Mail Chimp integration etc.
Creating complex workflows and approval process.
Users and Profile Management.
Providing support for Sales and Service Cloud.
Why Choose Us
Quality with On Time Delivery: We maintain the highest quality standards and strict guidelines. Along with highest quality we strictly follow delivery timeline and it’s always done on time.
Experienced: Girikon today has over 150+ Technocrats working onsite and offshore for Fortune 1000 clients. We have delivered more than 200 Salesforce projects having over 1, 50,000 hours of Salesforce implementation, migration, customization and Force.com development experience.
Cost-Effective: Our business model is to provide cost effective onsite Consulting followed by a mixed offshore and onsite solution. This model helps us in keeping customers development costs low while providing world class and quality development support. With Girikon’s unique team combination model we deliver the same productivity level with a 50-70% cost reduction.
Flexible: As a flexible partner we give our clients the flexibility to choose service model from the day one of project and if needed can customize further at a future date. Our models include pure onsite, onsite/offshore, onshore/offshore and pure offshore teams.
You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our Agreement.
Salesforce Cloud
Salesforce Development
Salesforce Sales and Service Cloud
Force.com Development
Salesforce Communities
Salesforce Integration Services
Salesforce Support
Salesforce Lightning
Salesforce Support
Your search for a reliable and cost-effective Salesforce support and maintenance services partner ends here! Girikon smoothens all implementation wrinkles with a service model that makes Salesforce experts available to clients for looking into their Salesforce administrative, integration and development issues with guarantee around minimal risk and outstanding services.
Ensure your implementation works smoothly with reliable support.
Choose an engagement model (onshore/offshore) that suits you best. We will fine-tune ourselves to the one you opt for.
Basic
Offshore – $45 /Hr
Onshore – $130 /Hr
For engagement up to 3 Months
Billing Monthly
Contact Us
Standard
Offshore – $35 /Hr
Onshore – $120 /Hr
For engagement above 3 Months
Billing Monthly
Contact Us
Premium
Offshore – $30 /Hr
Onshore – $100 /Hr
For engagement above 6 Months
Billing Monthly
Contact Us
Configuration and Data Migration
BASIC
STANDARD
PREMIUM
User Management
Security Management (Organization Wide Default, Profiles, Roles, Field Level Security, Sharing Rules, Public Groups)
Object Level Configurations (Object, Tab, Views, Fields, Page Layouts, Record Types, Custom Links, Buttons)
Salesforce Built-in Automations (Validation Rules, Workflow Rules, Formula Fields, Approval, Email Templates)
Data Management (Sandbox Refresh, Data Migration & Updation, Translation Workbench)
Reports, Dashboards
Other Configurations Items
Customization and Integration
BASIC
STANDARD
PREMIUM
Troubleshooting in Apex, VF Pages, Triggers
Outlook Connect, Lotus Notes Connect, Excel Connect
Community Portal, Sites
SF Mobile
Advanced Integration
BASIC
STANDARD
PREMIUM
Computer Telephony Integration
Salesforce to Salesforce
API & Webservices
Single Sign-on
Any Time Support
BASIC
STANDARD
PREMIUM
24*7 Telephone Support
Our Salesforce support & management services include:
Salesforce Monitoring
We let you focus on your key business areas while we take over the Salesforce implementation monitoring activities. We constantly strive to implement best practises, identify improvement areas and devise related action plans.
Salesforce Maintenance
We provide user management, standard/custom object maintenance, data management, security management and package maintenance related support services.
Salesforce Custom Development
Girikon’s onshore / offshore Salesforce team members are differentiated by their unique combination of deep Apex and Visualforce development skills along with seasoned business analysis experience. We know when to innovate and when not to try to reinvent the wheel i.e. when to custom develop to realize the full potential of Salesforce and how best to use Salesforce’s established features. We have several man-years of experience in developing custom features for standard Salesforce applications.Learn more…
Salesforce Help Desk
High End-user adoption rate is a success metric for CRM implementations. Girikon’s onshore / offshore Salesforce support team offers comprehensive training and help desk services to ensure widespread adoption.Learn more…
Why Choose Us
Quality with On Time Delivery: Being an ISO 9001:2008 certified company, we are committed to strive for continuous improvement and superior performance in all aspects of our business. We take pride in delivering on-time, every time while maintaining the highest quality standards.
Experienced: Girikon has over 300+ Techno-wizards and consultants working onsite / onshore and offshore for Fortune 1000 companies. We have delivered more than 200 Salesforce projects giving us an experience of over 1, 50,000 hours in Salesforce support, implementation, consulting, integration, migration, customization and Force.com development.
Blended Onshore/Offshore Model: Our business model revolves around ensuring cost effective onsite consulting followed by a mixed onshore-offshore based solution delivery. By switching between permutations & combinations of the team configuration as per requirement, we maintain the highest quality levels with significant cost reduction in comparison to other companies in the domain.
Complete Onshore Model: If project demands, we can put complete onshore team to ensure success of the project.
Flexible: As a flexible Salesforce partner, we give our clients the flexibility to choose a suitable service model from day one of project initiation and remain open to customization at a future date. All our clients get undivided attention; just great service and no attached overheads of larger companies.
You Own the IP: You will own the source code and Intellectual Property of the work we do for you under our agreement.
Salesforce Integration Services
As Salesforce Integration Partners, Girikon understands with the rapid increase of cloud / mobile / social platforms customers are left hamstrung by siloed platforms because these platform have individual characters, functions etc. Siloed systems offer little or no visibility into an organisation’s business processes and require manual interventions to fill in transaction gaps.
Girikon Salesforce Integration Consultants with many years’ experience identify solutions to siloed system issues for their customers. These Salesforce Integration solutions always prove to be enabled high interoperability, intuitive in design and user-friendly. Our Salesforce Integration Services are cost-effective and can incorporate a solution across all applications including Microsoft, Oracle, Abode, SAP etc., data management and the organisation’s business processes.
Girikon’s view is that all applications be it internal and external need have a seamless integration. Only then, the software will provide a collaborative experience for all users, enable streamlined data flows and effective governance across all business processes.
Girikon’s onshore/offshore Salesforce Integration Consultants have the expertise to enable Salesforce integrations across systems and data that reside both on-premises and in the cloud.
Salesforce Integration Services using Middleware Technology
Girikon, a Salesforce Integration Company has extensive experience with Middleware technologies that eliminate a major chunk of the complexities and the pain of integration. The role of a middleware technology is critical where businesses require a connection with legacy systems, cloud and SaaS applications, and business management software such as SAP and Salesforce. Girikon’s Salesforce Consultants are Integration experts and provide solutions to get the right mix of integrations between each system that take into consideration accurate data formats and protocols.
Girikon’s offshore Salesforce Integration Consultants will work with you to automate your business processes and enable secure sharing of data across numerous applications by integrating disparate systems and services.
Salesforce Integration Services using Connectors
Use Girikon as a Salesforce Integration Partner and take advantage of the broad experience in creating custom connectors and adaptors on the Force.com platform and can also help design and develop custom data integration tools to meet your distinct business requirements.
Connector based integrations enable seamless and highly effective two-way user-encounters
Girikon can also assist with:
Master Data Management (MDM)
A Salesforce Integration Company, Girikon understands the large investments made into CRM software implementations and the importance of a positive ROI to our customers. Girikon’s view is that organizations need to move to a more integrated CRM approach where all the operational master data even products and services are assembled from the data silos, de-duplicated, cleansed, enriched and synchronized across domains.
This results in a ‘single version of the truth’ for the master data that proactively protects data quality enabling a 360-degree view. Girikon’s offshore Salesforce Consultants provide comprehensive master data Cleansing and Standardization services for enhanced ROI through consistency in customer experience, better decisions and reductions in risk.
Data Governance
Using Girikon as a Salesforce Integration Partner can assist with data governance initiatives to enable data quality and consistency.
Our Salesforce Integration Consultants will work with you to define, design and implement effective and sustainable data governance structures, strategies, practices, and policies. You can then validate business policies, highlight data issues, automatically monitor compliance of data and manage all data issues with the critical operational control from stakeholders across the organization.
Why Choose Us as Your Salesforce Integration Partner
Quality with On Time Delivery: Girikon is an ISO 9001 certified company, we are committed to a quality delivery outcome and strive for continuous improvement and providing superior services across our entire business.
We take pride in delivering on-time, every time while maintaining the highest quality standards.
Experienced: Girikon’s team comprises of 300+ dynamic, seasoned and qualified professionals who have a vast experience in Information Technology, experience with leading Technology Platforms and vast industry experience. We boast greater than 70 individual Salesforce Consultant Certifications, are proud of our Strong Customer Testimonials and have delivered over 400 quality projects on time and on budget.
Girikon’s Salesforce Developers work onsite/onshore and/or offshore. Our customers and services are many and varied, from Fortune 500 companies implementing large E-Business programs to small-medium enterprises implementing sophisticated solutions to gain a competitive advantage.
Girikon’s Salesforce Integration Services experience of over 150,000 days in Salesforce Support, implementation, consulting, integration, migration, customization and Force.com development.
Blended Onshore/Offshore Model: Girikon’s business model is designed to ensure a cost-effective quality outcome. Our onsite Salesforce Consulting Services are backed up by our Offshore Salesforce Development Team ensuring a quality solution and on time delivery. By switching between these two combinations of onshore and offshore teams, Girikon ensures flexibility while meeting the customer’s requirements.
We always maintain the highest level of quality with a significant cost reduction in comparison to our competitors using this model. 100% Onshore Salesforce Consultants can also be rewarding for our clients and therefore an option and ensure a successful project outcome.
Flexible: Girikon prides itself on the flexibility we provide our clients once we become your trusted Salesforce Integration Partner. You choose a models which is suitable to your needs. Salesforce Consulting Service model can last until the end of the engagement or can be customised at a future date. All our clients get all our attention, a great service with no overheads like our competitors.
Intellectual Property: You own the source code developed and Intellectual Property Rights of the development work we do for you under our agreement.
Transform Your Business with Girikon as Your Ultimate Salesforce Implementation Partner!
Accelerate your abusiness by implementing robust and seamless Salesforce solutions that align with your business needs.
Convert opportunities into revenue with our Salesforce Implementation Services.
Level up your sales, service, and marketing game with our reliable Salesforce services
Connect us for a free quote
Level up your sales, service, and marketing game with our reliable Salesforce services.
Salesforce Implementation Services
Salesforce Implementation Services covers the entire journey of CRM adoption, from consulting and deployment to training and support. We leverage our extensive experience and expertise on the Salesforce platform to configure and customize Salesforce to facilitate an accelerated digital transformation for businesses.
Our customer-centric approach to Salesforce implementation empowers us to build and deliver solutions tailored to your business needs while enabling you to become more efficient and effective. Whether it is automating complex business processes or integrating and streamlining systems, our experienced Salesforce implementation partners address your unique business challenge in the most appropriate way. Our services span across various industry verticals, including education, banking and financial services, IT, retail, pharmaceutical, healthcare, telecom, manufacturing, not-for-profit and more.
Our team of Salesforce Implementation partners strives to align with your vision and push the boundaries to make the most of the Salesforce platform while ensuring successful implementation. We have helped businesses across continents transform the way they work. Over the years, we have successfully accomplished hundreds of implementation projects with varied levels of complexity.
Why Choose Girikon for Salesforce Implementation Services?
Our Salesforce Implementation team has the breadth and depth of industry-specific experience and expertise to transform your long-term vision to sustainable success. By partnering with us, you will get expert guidance at every step of your Salesforce journey.
Quality
Our ISO 9001 certification ensures the quality of delivery to our customers. Our certified Salesforce Implementation Consultants work closely with customer teams to continuously enhance business processes to deliver better and faster business outcomes.
360-Degree Accountability
We strive to bring your most ambitious vision to life with our focused commitment to derive maximum value from Salesforce.
Direct access to innovation
Access the limitless possibilities of Salesforce with best-in-class engineering and integration capability and the latest platform upgrades.
World Class Salesforce expertise
Leverage 10-plus years of Salesforce experience and a global delivery model working with customers across continents to build upon the latest technology offerings from the Salesforce platform.
Flexibility
We allow our customers complete freedom to choose an engagement model that best meet their needs. Besides, we also provide them the flexibility to change the service model as they move ahead.
35%
Faster implementations
50%
Increase in project success
30%
Faster release adoption
Our Salesforce Implementation Process
Discovery and Envisioning
In this phase, our Salesforce consultants work closely with your teams to understand and log your business goals, processes, and technology systems, which allows them to establish an implementation approach that best meets your business needs.
Salesforce Product Setup
Our experts will work closely with you to select the Salesforce products that best meet your needs. We will help you configure and customize all the selected Salesforce products in alignment with your goals. Our team of professionals will customize templates, workflows, and access protocols to implement process automation on Salesforce. With custom reports and dashboards, they will help you uncover valuable insights into your data and empower you to take better and faster decisions.
Agile Development
With our agile approach to implementation, we help you make minor modifications to bring about significant efficiency in your day-to-day operations. Our experts have the skills and experience to build and deploy customized solutions using the Salesforce platform.
Legacy Data Migration
Our Salesforce implementation consultants have expertise in migrating data from any legacy system to Salesforce. Our experts have the experience and skills required to deal with the complex challenges associated with data migration. Our Data Migration Services include data import, cleaning, de-duplication, standardization, and synchronization.
Bolt-on Integration
Our Salesforce professionals have the necessary skills, knowledge, and experience to undertake bolt integrations with other cloud systems. We have worked with custom-built adaptors, as well as configuring pre-built ones.
Support, Training & Documentation
As a certified Salesforce Partner, we have a global team of proficient and experienced Salesforce professionals who can deliver best-in-class services to help you with support, maintenance, and training needs.