Our Blogs

So, you have been using Salesforce for quite some time now and have tons of data that you plan to leverage! You are definitely ready to ahead and grab Salesforce Einstein Analytics, the Salesforce based cloud platform that connects with multiple data sources, creates interactive views of the same providing insights and contexts to take business decisions and actions based on them.

With the volume of data rising dramatically, manual analysis has become a remote possibility. The platform brings about advanced analytics capabilities powered with artificial intelligence to the fingertips of CRM users. Thanks to Einstein Analytics with AI, they are now well-equipped to take much informed decisions, faster.


How specifically does Salesforce Einstein Analytics help your Business?

Once configured properly, customer’s entire data, including social & activity data (from email, Chatter, calendar etc.) can be fed to Einstein which will churn out customized models for each customer using its strong AI engine. With relevant insights and easily interpretable visual representations using Dashboards etc., business users now have access to Descriptive analytics, Diagnostic analytics, Predictive analytics and Prescriptive analytics. Using these, some of the immediate benefits (but not limited to) can be listed as below:

  • Devise customized marketing strategies for each customer
  • Plan best next steps for any client
  • Devise better customer service and engagement roadmaps
  • With significant patterns available, based on business users’ data, clients can be given better recommendations
  • Personalized interactions with each and every vital account provides business growth avenues
  • Assist with Measuring, Optimizing and Modifying the Campaigns run by the organization & so on…
  • Works with several data sources – so consolidated insight available

The possibilities are immense if rightly implemented and configured with the business specific customization done.

Salesforce Einstein Analytics – Points to note
  • Einstein Data Discovery is now Einstein Discovery
  • At the moment Salesforce offers the Einstein Analytics apps in three out-of-the-box modes:
    • The Salesforce Einstein Analytics Sales app has pre-configured KPIs for roles. This allows collaboration between managers and executives. This can be well used to manage forecasts, gain pipeline visibility, track team performance and close deals with opportunities from anywhere, at any time.
    • The Service Analytics app is for for call center managers. It offers relevant insights for channel optimization and boosting agent efficiency.
    • The B2B Marketing Analytics App provides insights on engagement, pipeline, and campaign performance, for marketers engaged in Business to Business dealings.
  • The Einstein Analytics comes with certain limitations which are good to be aware above. The same can be referred to here: https://help.salesforce.com/articleView?id=bi_limitations.htm
How Girikon, as a Salesforce Silver Partner Helps

Organizations looking at implementing Salesforce Einstein Analytics Cloud can reach out for value loaded services including:

  • Salesforce Licensing Consulting & procurement
  • Salesforce Einstein Analytics Solution Design
  • Salesforce Einstein Implementation & customizations
  • Data Migration from Legacy/Other Systems
  • Salesforce Einstein Analytics Training
  • Salesforce Einstein Analytics Support

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



For most enterprises, the search for a right eco system with efficient, robust and reliable tools to manage all aspects of the business ends with Salesforce. Here we look at one such tool within the ecosystem, Quote-to-Cash.

Salesforce defines Quote-to-Cash as the complete set of business processes involved in selling, from creating initial offers for prospects to collecting cash. Quote-to-Cash begins with Configure, Price, Quote (CPQ)—configuring the offer, developing the appropriate pricing, and creating the quote. It continues on through negotiations, invoicing, payment, and even renewals and renegotiations.

An efficient Quote-to-Cash process can bring in revolutionary changes in an organization’s sales cycle. A suitable solution brings efficiency & speed in the process by eliminating errors, reducing workload and minimizing time spent on each activity — thereby allowing more time in hand to close more deals.


Do go through our other blog for expected benefits from an automated quote to Cash process using Salesforce @ https://www.girikon.com/blog/salesforce-quote-to-cash-easier-and-more-accurate-quotes-and-billing/

While the list of probable benefits that can be leveraged is long, the real effort involved is in figuring out the exact process to be implemented so as to extract maximum advantage.

Before initiating on a Quote to Cash Implementation
  • Set time aside for an elaborate analysis of the process in use. This serves as preparatory steps to the execution of the exact, most effective solution suitable for your business.
  • Look at the in use Quote-to-Cash process with a view to find opportunity for improvements. Simulate a typical request from a client for a quote and go in to throw in as many complications as the team might have faced in real-time.
  • Follow a real deal through the cycle and consult with all departments (sales, sales operations, legal, and finance departments) involved in interim stages. Gather details for clear understanding & record difficulties/pain points.
  • For each step involved – Define the RASCI (Responsible, Accountable, Supportive, Consulted, and Informed) model.
  • Record all of the tools, systems, and applications in use. Also to be noted are the physical locations (office, online, or remotely) where each step takes place.
  • Record reasons behind decisions to have the process in that particular way.
  • Question, Question and question more at each step – record everything
  • Also record time taken for each step. This will help to analyze if the new process implemented brought in any process improvement!
  • With all this analysis done, you will now be ready to design the new process with the required step eliminations, improvements and consolidations. New Rules can now be defined, changes brought in to reduce typical errors, bottlenecks, slowness that occurred in the past.
Figure out the technology cocktail you would need

In addition to the right Salesforce suite setup you might want to use other tools to dovetail. This decision will depend on your current pain points. Some recommended ones can be:

  • Conga Action Grid: for updating and managing data pre-sale
  • Conga Composer: for generating data driven documents, including combined documents like customized marketing materials, personalized proposals, sales orders and invoices
  • Conga Redlining: for managing the back-and-forth of contract negotiation within Salesforce
  • DocuSign: for completing the final approval and signature on the contract
Some more guidelines for streamlining things further/strong>
  • Standardize Documents – Standardizing Contract documentations for different products and services is a great efficiency enhancer
  • Lookout for more ways to automate manual processes in the contract management process (Document versioning, audit trails etc.), negotiation process or elsewhere
  • Leverage workflows to the hilt to usher in more transparency and reduce bottlenecks
  • Use Collaborative tools for Legal team, sales reps, and customers, but try to keep it all native in Salesforce. This increases adoption, ease-of-use and consequent speed
How Girikon, as a Salesforce Silver Partner Helps

Organizations looking at implementing Salesforce Quote to Cash can reach out for value loaded services including:

  • Salesforce Licensing Consulting & procurement
  • Salesforce Solution Architecture & Design
  • Quote to Cash Discovery, Consultancy, Implementation & Customizations
  • Any other custom development as required
  • Data Migration from Legacy/Other Systems
  • Salesforce Quote to Cash Training & Support

While Girikon has been delivering custom developed healthcare solutions on the Salesforce Platform to clients for quite some time now, it’s a welcome change to explore Salesforce’s out of the box solution for the Healthcare Industry, the Health Cloud and what difference will it bring across the board – for the Healthcare Industry, the Patients and the IT solution providers as well!

One look at areas Healthcare providers are ready to invest in gives a clear insight into why Salesforce is becoming the favorite “Go-to-platform” for them. Analytics, Patient Engagement, Patient Experience top the list with Non EHR activities like patient acquisition, network referrals, case management, home health, care team collaboration, patient service etc. being other focus areas. With Salesforce adoption one gets a comprehensive, scalable platform to manage all the above efficiently.

Areas Made Easy to Manage by Salesforce Health Cloud
    • Creating & Leveraging Connected Patient Journeys


  • Better conversion of patient prospects
  • Direct communication between Patients and health care providers through Private special community
  • Easy import of Patient prospects from multiple channels including Salesforce Sales Cloud, Service Cloud, an electronic health record (EHR), data warehouse, patient registration system or call center
  • Creation of customized care plans and better patient relationships management
  • Via Powerful analytics tools and “Advanced Segmentation”, care givers are empowered to provide targeted preventative care and cater to high risk patients urgently
  • Salesforce Knowledge helps create and manage content and make it available to other healthcare professionals and to the patient and care team members
More to Come Soon

Salesforce partners are bringing new applications to Health Cloud that can be installed via the Salesforce AppExchange. These solutions include:

  • Fitango for customizable, interactive wellness plans
  • FormFast for healthcare forms management
  • Healthwise for easy-to-understand health education
  • And many more like higi, Interpreta, Kyruus etc
Installing Health Cloud in Salesforce
  • Go to setup-> search for Accounts in quick search bar -> Account settings -> Edit -> enable “Allow users to relate a Contact to multiple Accounts”
  • Install the Health Cloud package
  • Login as a System Administrator and Install
  • Setup the org- Setup my domain and deploy to users. Assign the default Record Types, Page Layouts and Permission sets to the System Administrator profile
  • Configure Health Cloud Profiles, Permission Sets and roles
  • Customize the Health Cloud Console i.e. key components and attributes according to the company needs.
  • Migrate the patient’s data
Some Limitations to be aware of
Display Limitations
  • Health Cloud is only available in Microsoft® Internet Explorer® 10, or 11; Microsoft® Edge; the most recent stable version of Mozilla® Firefox® ; the most recent stable version of Apple® Safari® , and the most recent stable version of Google Chrome™. For best performance, Google Chrome™ browser and machines with 8 GB of RAM are recommended
Platform Encryption Limitations
  • Event monitoring and field encryption are not supported as part of Salesforce Shield. Event monitoring doesn’t log which patients appear on the Today page, the Patient List pages, or the Candidate Patients page
  • Encrypted fields can’t be used as filter or sort criteria
  • Encrypted data is unmasked and visible to Health Cloud users.
  • It is recommended to use object-level security and field-level security to restrict the visibility of sensitive data.
Behavior, Access & Localization Limitations
  • There are several other Behavior, Access & Localization limitations good to be aware of, limitations mentioned in the implementation guide.
How Girikon, as a Salesforce Silver Partner Helps

Organizations looking at implementing Salesforce Health Cloud can reach out for value loaded services including:

  • Salesforce Licensing Consulting & procurement
  • Health Cloud Architecture & Design
  • Health Cloud Implementation & customizations
  • Any custom development as required
  • Data Migration from Legacy/Other Systems
  • Health Cloud Training & Support
Q) What is Health Cloud?

As in today’s world people are generally suffering from various diseases. And they need to consult doctors time to time, still they don’t get any relief which results into changing the doctor which is also cost consuming. So for this Health Cloud, supports in creating a one to one relationships of the Health services provider with the patients.

Health Cloud’s main aim is to connect the caregivers and patients with a focus on patient’s graphs that has been obtained from various medical devices, electronic medical records etc. Health Cloud provides a complete view of the Patient’s data. Salesforce focuses on making the system flexible for keeping tracks of the patients and also how the patients population can be controlled in a great way. Private special community is the component/medium through which patients and caregivers can communicate directly with each other.

The company is working with leading software vendors and systems integrators to tie together existing medical IT systems and layer on Salesforce’s trademark customization.

Taking an example: A person suffering from dengue visits a care center telling his/her problem about joint pain. But the doctor on duty may be new and thus not knowing the patient has already visited twice for the same problem. If all these information was fed in the database, the process could have been much easier leading to a much better treatment.

How Salesforce collided with Health Care providers?

Firstly, the health care providers start putting their patient’s data in the form of records in Salesforce to keep all the information related to patients secure. Then the Insurance and pharmaceutical companies after realizing the big competition decided to use the software for keeping the patients data and the prescribed medications.

Installing Health Cloud in salesforce
  • Go to setup-> search for Accounts in quick search bar -> Account settings -> Edit -> enable “Allow users to relate a Contact to multiple Accounts”.

Installing Health Cloud inSalesforc

  • Install the Health Cloud package.
  • Login as a System Administrator and Install.
  • Setup the org- Setup my domain and deploy to users. Assign the default Record Types, Page Layouts and Permission sets to the System Administrator profile.
  • Configure Health Cloud Profiles, Permission Sets and roles.
  • Customize the Health Cloud Console i.e. key components and attributes according to the company needs.
  • Migrate the patient’s data.
  Benefits of Health Cloud:
  • Complete Patient’s health View: Track patient’s Health Status and provide proper medications. And also teach them how to deal with it keeping it transparent.
  • Smart patient management: Schedule the appointments for patient’s. Collaborate patients with caregivers through Private Community like a family.
  • Connected patient engagement: Health Cloud makes it possible for the patient to get involved in their treatments by handling them remote monitoring and also provides the chance to coordinate with the primary providers and care coordinators till the end of the treatment
  • Salesforce Health Cloud: It collates the complete information of the patient in one software so it is easy for health cloud to make decisions and hence start the effective treatments. And the patients can also access their complete status or medications through mobile applications.
Salesforce Health Cloud View:
Salesforce Health Cloud View
salesforce health cloud care plan
Limitations of Health Cloud:
  • Health Cloud is available in Microsoft Internet Explorer 10 or 11.
  • In timeline, the field showing the number of days can show negative days also.
  • The “After” option doesn’t work in recursive tasks.
  • By clicking the “Edit” option on objects detail pages in console will refresh all the tabs in the console.

Salesforce Health Cloud View

    • Health Cloud for Enterprise Edition: $300 USD per user per month
    • Health Cloud for Unlimited Edition: $450 USD per user per month
Cloud Times

In History, we read about time segregated by the birth of Christ. The era before him was BC (Before Christ) and that after is referred to as AD (Anno Domini is a Latin word meaning “in the year of the Lord”). So, we all stand in 2017 AD as we go through this blog.

By now, you must be thinking we all know this; so what’s the point in discussing here. But, read on…I would now like to lead you to another segregation of time, BC and DC which are Before Cloud and During Cloud!

OK! Does this matter? Is it really big enough to elicit such a nomenclature? Aren’t these the next questions racing through your mind?

We all know the advent of the Cloud has disrupted not only the ways in which IT works but also the ways in which businesses function. Shown below is a summarized view of where and how businesses have needed to shift focus and attention since the shift to the Cloud.

Beforce cloud to During cloud times

Now, if we understand the volume and complexity of this shift, we will agree that this is certainly big enough! The economy of “Customer Experience” is here and the vendor has to own the burden of delivering quantifiable business outcomes. Being able to manage change well is no longer enough! Adaptability is the in-thing. Adaptable is what organizations have to become and Adaptability is what leaders need to somehow embed into the organization culture!!

Achieve Customer Delight and ensure your own success in this DC times:
  1. Dig deep to decide which customer data will provide actionable insights into whether or not the clients are on the right track towards their expected business outcomes
  2. Bring in an organization wide culture of Collaboration. Collaboration in the key, No more departmental/though-process silos please!
  3. Raise awareness on holistic customer journeys till the last rung in the organization
  4. Be flexible towards Technology – Use what serves better. They are only worth what we are able to extract out of them
  5. Measure outcomes – Not just your own, but of your customers’. Prove ROI on their engagement with you and secure the renewal