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.
Force.com App Development
Force.com continues to remain the unparalleled cloud computing platform owing to its power-packed, very nimble, highly scalable and extremely secure architecture. Additionally, it offers seamless integration with varied technologies.
With our highly acclaimed Force.com expertise and multi-domain Force.com development experience, we can partner with you to drive huge reductions in your Time-to-Market and development / support costs; through much focused requirements discovery and highly accelerated delivery timelines. We can also help you re-invent your legacy systems on the Force.com platform.
In nutshell, we help you maximize ROI on your Salesforce investments. 100% customer satisfaction is inherently embedded in our delivery model!
Our Force.com App Development services include:
Collaborative Discovery and Project Envisioning
Our certified Salesforce Consultants will work with you to come up with a Product Feature Set and portray them in user stories. Detailed requirements analysis and feasibility studies will assist you in taking the right decisions towards shaping your product.
Force.com License Consultancy
We hear you out thoroughly, probing deeper to have clearer understanding on your vision of the product, the targeted user base, the use case scenarios and budgetary constraints. Based on the same and our expertise in Force.com licencing models, we recommend the best possible licence package suitable to both your product and your pocket!
Prototyping on Force.com
Based on the high level Product Feature Set, our certified Salesforce consultants and UI designers can work with you to develop clickable, interactive prototypes of the envisioned product to help validate the technical feasibility and garner user feedback at the onset.
Force.com App Development with Agility in Process and focus on Innovation
We move into the product development phase with the goal of delivering potentially shippable product increments at the end of each sprint. Our distributed agile practices ensure that we are able to maintain quality of delivery through stringent acceptance criteria and definition of done (DoD) eventually creating a product that is easy-to-use, scalable and provides engaging end user interactions/experiences.
We never miss an opportunity to innovate. It is a constant striving to be on the lookout for and recommend ways to automate, streamline, and simplify even complex business processes.
Go Live: Production / Salesforce AppExchange
We provide continuous support for Go live. We rigorously manage environmental dependencies and thoroughly test product functionalities post deployment on production servers from the Salesforce Sandboxes to ensure a smooth Go Live.
We package, publish and manage applications on AppExchange as well.
Legacy Data Migration to Force.com
We completely understand the sense of urgency you feel towards getting your legacy data migrated to Salesforce. Based on your needs, we design specific solutions for cost-effective enterprise-grade migration within optimal time limits. We have the right balance of knowledge and experience required to successfully tackle the most complex data migration challenges.
Support, Training & Documentation
Our certified Salesforce consultants are well-equipped to provide support services for customization and enhancement of existing Force.com based applications. We can also assist with your training and documentation related specific needs.
Bolt-On Integrations
We have in-depth experience in bolting on to other cloud and traditional applications by either building custom adapters or configuring their pre-built adapters. We can also build single sign on solutions with your partner/legacy systems.
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 100+ 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 consulting, implementation, integration, migration, customization, support and Salesforce 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 development 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 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 consulting services provider, 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.
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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 organization’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 and so on, as well as data management and the organization’s business processes.
Connect us for a Free Quote
Enterprise Salesforce Integration Services
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 that Delivers Real Results
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.
Integration Strategy & Architecture
Our Salesforce Integration Architects conduct detailed discovery assessments to evaluate system dependencies, data structures, business workflows, and compliance requirements. We design scalable integration architectures that align with enterprise growth objectives. From API-led connectivity to middleware orchestration and event-driven frameworks, we ensure the right integration pattern is implemented for performance, security, and long-term maintainability.
API & Real-Time Integrations
Girikon develops secure API-based integrations to connect Salesforce with ERP, finance, HR, marketing automation, and external partner systems. We enable real-time bidirectional data exchange to eliminate delays, reduce manual processes, and ensure operational continuity across platforms.
Salesforce Integration Using Middleware
As a Salesforce Integration Company, Girikon leverages enterprise middleware technologies to simplify complex integrations involving legacy systems, SAP, Oracle, and cloud SaaS applications. Middleware eliminates integration complexity, centralizes orchestration, and ensures reliable data transformation and monitoring.
Custom Connectors & Adapters
We design and develop custom connectors on the Salesforce platform to integrate niche systems and industry-specific applications. Connector-based integrations enable seamless two-way communication and synchronized data consistency across systems.
Master Data Management
Girikon understands the importance of protecting CRM investments through accurate, synchronized master data. We de-duplicate, cleanse, standardize, and enrich operational data across systems. This creates a single version of the truth, improves reporting accuracy, enhances customer experience consistency, and strengthens governance controls.
Data Governance & Compliance
Our Salesforce Integration Consultants define and implement governance structures, policies, and monitoring mechanisms to ensure data quality, regulatory compliance, and operational transparency. We enable automated validation rules, monitoring dashboards, and issue resolution frameworks to maintain long-term integration stability.
Need Salesforce Customization or Integration?
Talk to a Salesforce Architect
Why Choose Us as Your Salesforce Integration Partner
ISO 9001 Certified
Girikon is an ISO 9001 certified organization committed to structured, quality-driven delivery standards. Enterprise Salesforce integrations involve mission-critical data flows across CRM, ERP, finance, and operational systems — where errors can result in compliance exposure, reporting inconsistencies, or revenue disruption. Our certified quality management framework ensures defined integration methodologies, documented architecture standards, structured testing protocols, and continuous performance monitoring. We deliver secure, stable, and scalable integrations — on time and aligned with enterprise governance requirements.
300+ Salesforce Experts
Girikon’s team of 300+ seasoned Salesforce professionals includes certified consultants, architects, API specialists, middleware experts, and integration developers with deep cross-industry experience. With 70+ Salesforce certifications and over 400 successful project deliveries, we bring extensive experience across Salesforce implementation, integration, migration, customization, and support. Our team has accumulated more than 150,000 Salesforce project days across complex enterprise environments. From Fortune 500 enterprises integrating Salesforce with SAP and Oracle to mid-sized organizations modernizing legacy systems, we understand how to architect integration ecosystems that are scalable, secure, and AI-ready.
Blended Delivery Model
Enterprise integrations demand both strategic oversight and technical precision.
Girikon’s blended delivery model combines onsite Salesforce architects and consulting experts with a highly skilled offshore Salesforce development team. This structure ensures direct stakeholder collaboration, clear architectural governance, and cost-efficient execution without compromising quality or security. Our flexible engagement models allow enterprises to scale integration initiatives across regions while maintaining centralized architectural standards and compliance controls.
Secure Enterprise Development
When integrating Salesforce into core enterprise systems, intellectual property protection and data security are paramount. Girikon guarantees full ownership of all custom integration code, connectors, middleware configurations, and architectural assets developed during the engagement. We follow secure development practices, enforce role-based access controls, and implement audit-ready documentation standards to protect your systems and data. As your Salesforce Integration Partner, our focus is long-term sustainability — ensuring your integration framework remains maintainable, extensible, and aligned with evolving business and AI initiatives.
300+Salesforce Experts
400+Projects Delivered
70+Certifications