salesforce consultants

In today’s era of cutthroat competition, conducting your business in a way that yields the desired outcome isn’t easy. This is primarily because customers have become more informed and expect personalized and timely interaction with your brand. Consequently, marketers should also be ready for change.  According to an IDC study commissioned by Salesforce, about 65% of B2B buyers engage with vendors only after they have made a purchase decision and 83% of them are willing to hear only from those that are relevant and contextual.  While marketers and sales reps make every effort to turn prospects into sales opportunities, yet they do not want to appear as spammers who would spend an entire day cold calling. Rather their goal is to build a strong relationship with them, which would help them to close sales deals quickly. However, personalizing every interaction across a long sales cycle can be daunting and thus requires having in place a well-thought-out lead nurturing strategy.  Given the fact that the average buyer’s journey is complex, and the content (problem awareness, solution consideration, and decision regarding solution purchase) that helps them to move down the sales funnel should be perfectly timed and polished, it’s practically impossible to cut it using random emails. Automating lead nurturing allows for the methodical tracing of lead engagements with appropriate content and accurate pinpointing of that lead’s stage in the sales cycle.  So, if your business is struggling to nurture leads consistently then Salesforce offers the perfect solution to manage your leads and support your sales team in multiple ways. It makes sense to get in touch with a reliable Salesforce partner if you wish to seek assistance for the automation of your lead nurturing process.  Organize Lead Information: Information gets scattered and leads might not be handled properly without a robust system in place. By installing a cloud-based CRM like Salesforce, managing lead information becomes easy. You can enter the contact details of your leads, keep a track of their calls, and emails while schedule follow-ups to fulfill business needs. You can also modify several data entry features to meet your business needs.  Access: Even if your lead information is well organized, it won’t be of much use if your team can’t access it. Since, Salesforce is a cloud-based platform, it helps your team to share, view, and update information at any point in time.  Track: While it is important to access and organize lead information, it isn’t of any use if you aren’t able to track your leads. In fact, it is crucial to have details regarding leads that are qualified and where they are positioned in the lead nurturing process for driving sales and upholding best practices. Salesforce with its features allows you to categorize lead status and convert qualified leads to contacts.  Quick Wrap-up: It’s important to include lead nurturing within your sales and marketing strategy. However, it’s important to utilize automation resources for nurturing your leads especially if you are scaling up your business to ensure you’re connecting with your audience at every step of the buying process. To know more about the benefits of using Salesforce for nurturing your leads, it’s prudent to partner with an experienced Salesforce consultant.

For a business to sustain in this competitive landscape, the sales and marketing teams must align with each other for ensuring better organizational growth in terms of efficiency, productivity and revenue. However, this is difficult said than done as the goals of sales and marketing teams are misaligned, which encourages them to prioritize their own goals over organizational profits. So, how to deal with this situation? The key lies in having a steady flow of qualified leads that the Sales team can close readily, and this can be made possible by having in place a robust lead scoring system for prioritization of leads. What is the Need for Lead Scoring?  Though, the main priority for marketers is to generate constant flow of sales-ready leads, only a small percentage of the leads generated by the marketing team are considered closable. According to statistics gathered from recent industry research, around 40%-50% of all inbound sales leads aren’t followed up by the salespeople. And even if they do so, a lot of time had already passed by for leads to be converted to customers.  Lead scoring, which is a key aspect of lead management helps marketers make the most of all the leads generated. By providing an objective way of sorting through all visitor interactions and ranking them basis their likelihood to buy the company’s products, lead scoring divulges details about the most sales-ready leads besides providing insight about how and which leads should be nurtured. By helping organizations rank their leads basis several behavioral and demographic factors, marketers can determine and focus on the most potential leads.   Evolution of Lead Scoring Tools and Capabilities:  Having information about which leads to follow up and which to ignore can be more of a speculation than science. Lead scoring provides sales and marketing experts a head start on the lead qualification process, which otherwise is time-consuming. Before the recent developments in technology, lead scoring was conducted manually and included making a detailed research on potential customers, recording their details on a database, and finally scoring them.   Today, Marketers have access to tools and capabilities that can help them rank, manage and nurture leads, so that more leads carry a higher probability for positive sales results. Automated capabilities and processes provide powerful ways to handle lead scoring and nurturing to help get the most from every visit to the website.   CRM assisted Lead Scoring:  Since, the task of manual lead scoring was strenuous and time-consuming, CRM (customer relationship management) systems emerged as the savior by automating and simplifying processes. With a robust CRM in place, businesses were able to gather data regarding every single lead and scoring them basis the selected criteria. While integrating a robust CRM system like Salesforce improved the manual way of scoring leads, it still lacked the efficiency required to quickly score leads basis their quality with sales and marketing teams still spending a lot of time gathering details about leads.   This paved way for another innovation i.e. marketing automation. While marketing automation is doing its bit by analyzing and processing a wide variety of data in an automated way, it doesn’t provide the efficacy to differentiate between visitors who are actually interested in making a purchase and those who are simply visiting the site without any intention of making a purchase. This has left space for a new player that offers a solution to all the lead scoring woes i.e. predictive lead scoring using artificial intelligence.   Predictive Lead Scoring:  A Game Changer  Powered by Machine learning and Artificial Intelligence, predictive lead scoring allows businesses to determine the criteria for defining a strong lead, creating models for lead scoring based on the specific needs of your company while adapting themselves in a changing market. The Einstein AI capability of Salesforce provides lead scoring an altogether new approach by streamlining a variety of tasks associated with it. Right from automatically collecting and analyzing CRM data for determining strong leads, creating finely tuned lead scoring models to gathering account insights, using Salesforce Einstein AI for lead scoring will augment the efficiency of sales and marketing teams by saving their time significantly. However, you must get in touch with a reliable Salesforce consulting company for any assistance regarding lead scoring including the creation of appropriate lead scoring formulae.   The Bottom line:  The value of figuring out sales-ready leads is inestimable. However, it isn’t easy to manually analyze humongous data to determine closable leads. A robust lead scoring system will help organizations to align their marketing and sales team while ensure better utilization of resources, improve rate of conversion, and condense sales cycle, which will ultimately translates to increased revenue. This will allow sales and marketing teams to close deals quickly while forge a strong relationship with their customers. As a cloud-powered CRM, Salesforce has become preferred choice of businesses due to the wide array of features, functionalities and components offered by the platform. To make the most of this platform, it’s important to partner with a reliable and experienced Salesforce implementation partner.

Our Salesforce Consulting Team steps through a simple MuleSoft Integration At Girikon, a Salesforce Consulting Company we believe Salesforce is the world’s no. 1 cloud platform based on CRM (Customer Relationship Management) capabilities. Early last year Salesforce agreed to acquire MuleSoft for a mutli-million-dollar cash and stock deal. MuleSoft, a software company that provides integration software for connecting applications, data and devices. Girikon’s Salesforce Consultants specialise in many Salesforce products and after the announcement our consulting team gained certifications in MuleSoft. Girikon is commitment to keeping ahead of the pack with knowledge and certifications for leading technologies.   In this blog we are focusing on Salesforce integration with MuleSoft.  Firstly, we will need a Salesforce developer account by clicking on the following link: https://developer.salesforce.com/signup . Then a MuleSoft account by clicking the following link: https://anypoint.mulesoft.com/login/signup . In this first example we can send a couple of contact records to Salesforce with the help of MuleSoft. For this we have to download any point studio which is a MuleSoft IDE by clicking on this link https://www.mulesoft.com/lp/dl/studio . We are going to use any point studio for this data transfer. First download the any point studio. Then extract the zip file in your directory and the click on the application to install it. After installation is finished click on the any point studio icon it will launch a wizard like shown in the figure below. Fig: – Launch Wizard of Any point Studio   Click on the launch button after selecting the directory of your workspace. It will then open the any point studio as shown in the figure below. Fig: – Any point Studio   Open the example project in Any point Studio from Any point Exchange by logging into your MuleSoft account.  Download Import Contacts into Salesforce application. Note: do not run the application.  Login to your Salesforce account.  In the left navigation bar, open My Settings under the Personal Setup heading, click to expand the My Personal Information.  Click Reset My Security Token. Salesforce resets the token and emails.  Open your mail account where the security token is sent and copy the token onto your local clipboard. Now open your Any point Studio after downloading and opening the application it will look like as shown in the given fig. Fig: – Any point Studio with application   In your application in Studio, click the Global Elements tab. Double-click the Salesforce SFDC config global element to open its Global Element Properties panel.  In the Security Token field, paste the Salesforce token that you copied from your mail.  Alternatively, configure the global element in the XML Editor.  Change the contents of the Username and Password fields to your account-specific values, then click OK to save your changes.  This application project includes a sample CSV file, contacts.csv, that you can use to view the end-to-end functionality of this application. The CSV file will look like this. Fig: – contacts.csv   In the Package Explorer, click the src/main/resources folder to expand it, then find the contacts.csv file inside this folder. Double-click the File config tab in the Global Elements tab and set the Working Directory field to point to the src/main/resources folder. In the Package Explorer, right-click the import-contacts-into-salesforce project, then select Run As > Mule Application.  Studio runs the application on the embedded server. After the application runs successfully it will create two contacts records in salesforce which the csv file contains. Open your salesforce account, then navigate to the Contacts tab. It will show you two new entries: John Doe and Jane Doe. Fig: – Two new contacts created About Girikon Are you looking for a Salesforce Integration expert? At Girikon it is where the search ends. Girikon is a Salesforce Consulting Partner and has the required set of tools, skilled resources and technical knowledge to understand the platforms an organisation uses and transforms your existing systems to a truly interoperable solution.    Girikon’s Certified Salesforce Consultants understand the rapid increase of mobile, cloud and social platforms. They are here to assist customers who are left to their own devices to develop a solution for their organization. Our Salesforce Consulting Services team made up of Architects, Developers, Business Analysts, QA experts have the required knowledge and are certified to design and delivery integrations to suit your needs.   Our services are cost-effective, and our mulesoft consultants will develop a strategy to bring together a quality solution which can be across multiple applications and technology platforms such as Salesforce, Microsoft, Oracle, Abode, SAP etc.

Girikon’s Salesforce Consulting Services team are certified and experienced with both Pardot and Salesforce Marketing Cloud. They have a depth of knowledge about both automated marketing solutions and have many insights to share. Pardot and Salesforce Marketing Cloud are both marketing automation solutions where Pardot can be seen as a tool, Salesforce Marketing Cloud is seen a comprehensive toolkit for Marketeers. Both Pardot and Salesforce Marketing Cloud both allow for a level of social media sharing through their tool/toolkit and both also grant a user access for building custom email campaigns. Despite these similarities, Pardot and Salesforce Marketing Cloud have some differences including the Lead Scoring Model. does not include a lead scoring model however Pardot has default scoring functionality and model that allows for various prospect activities to be scored. In this Blog our Salesforce Consultant will endeavor to show a user how to generate lead scoring from Email based on [_Sent], [_Open] & [_Click] Data Views. Data from [ _sent ] , [ _open ] & [ _click ] by join operation in query to be saved in Data Extension ‘ DE_1’ : Simple perform a Query and join these data view in a separate Data Extension based on your JobID. Ex: from [ _sent ] as a full JOIN [ _open ] as b on a.[subscriberkey]= b.[subscriberkey] full join [ _click ] as c on b.[ subscriberkey ] = c.[ subscriberkey ] Where a.[ JobId ] = < JobID >. For your reference: join syntax: https://www.w3schools.com/sql/sql_join.asp. Create a Data Extension with default score value and save it in Data Extension ‘DE_2’: Import a file containing subscriber key & Initial Score using Import wizard and save these records in separate Data Extension. Note: At least match a few SubscriberKey with ‘DE_1’ while creating import file. Join the two Data (DE_1 & DE_2) Extensions and save it to third Data Extension (DE_3): Using case Statement in Query increment or decrement your Initial Score and save it in ‘Updated Score’ field in the target Data Extension which I have mentioned below in figure (3.2). Along with join these two Data Extension and save it to the Third Data Extension using Query based on SubscriberKey. Ex: CASE WHEN a.[ < Column name > ] IS NOT NULL THEN [ Initial Score ] + ELSE [ Initial Score ] END AS [ Updated Score ] For reference: Case Statement : https://www.w3schools.com/sql/sql_case.asp. Create an Automation and Run the following Activities: After Running these Activities in Automation your records will be updated in Data Extension with updated score: About Girikon Girikon is a Salesforce Consultancy Partner, IT consulting and development company, headquartered in the US with development centre in India and office in Australia. Our Global network allows Girikon to quickly respond to customer’s requirements effectively delivering quality outcomes. Girikon’s team of experienced and certified Salesforce Consultantsincluding Architects, Developers, Consultants, and Administrators. Our MEAN Stack, Atlassian APP, Microsoft Dynamics CRM, Mobile APPs, JAVA, PHP, ASP, .NET and AI consultants and professionals also provide services which are second to none. Our customers and services are many and varied from large multinational companies implementing large programs to small-medium enterprises implementing solutions to improve their competitiveness. Girikon also supports its customers on all leading technology platforms and Girikon’s team of dynamic, seasoned and qualified professionals have a vast experience in IT across many verticals, Product development including design, testing, support and supported by resourcing / staffing models to suit any type of business. Our Vision is to develop scalable & simplified solution for our clients.

According to Girikon’s Salesforce Consulting Services Team JavaScript has progressed very rapidly in recent years and is still a very powerful programming language that runs on various platforms. If you’re learning JavaScript in 2017 and you haven’t touched ES6, you’re missing out on an easier way to read and write JavaScript. ES6 refers to version 6 of the ECMA script programming language. ECMA script is the standardized name for JavaScript and version 6 is the next version coming after version 5 which is a major enhancement of JavaScript. Let’s start Before ES6, the only way that we could declare a Variable in JavaScript was using the var keyword. When we declared a variable using var Keyword inside a Function. This means that the Scope of that variable would exist only within the Function in which it was declared. And it still makes sense if we declared global variable (outside of a function). Let’s see this example: What do you think it will print? 1 or 2? It will print both value (1 and 2) in the function, firstly 2 and then 1. This is because function scope 2 is printed when the function is called and because of the global scope, 1 is displayed the second time. Most of you would have get this easily and everything is great until we encounter code inside an if Statement like the example below: The code print 2, twice because the var keyword does not support block scope. This example makes no sense to you. A block is any code within curly braces. Block scoping ensures that any variable defined within those braces don’t become global instead they have local scope this type of control prevent you from unexpected behaviour in your code. “Let” Is the New Var The lack of block scoping has caused many headaches for JavaScript developers especially during variable declaration in for loops. So, for this ES6 introduced Let Keyword any Variable assigned with let always have block scope and cannot be hoisted. If we will use let keyword instead of var then it will be less error prone and avoid all the confusing bugs. Const ES6 also introduced another keyword const this can be useful when you need to declare a variable that cannot be redeclared. Const keyword are also blocked scope and cannot be hoisted. However, there are couple of things to be aware of when using the const keyword since const value cannot be reassigned, they must be initialized at the time they are declared. Just don’t forget that constants are immutable so when dealing with objects or arrays, only the object itself cannot be reassigned. Property within that object or array can be changed example: We can execute the following code and the name property will be reassigned without throwing an error. Why type the same thing twice? Developers are always trying to get data in and out of arrays or objects so for this they use code where the property of an object are initialized using variables like: In ES6 you no longer must repeat yourself if the variables and object property names are the same. This code accomplishes the same thing: All we did here was remove the repeating variable name and colon (:). This is very useful when we have objects containing many fields. ES6 also provide a simpler way of getting out of array or objects. This helps reduce repetitive lines of code example: You can now access the data through the variable names. So here the number 1 would be Printed to the console. But instead of this you can use another shortened method known as array DE structuring. The bracket on the left side of the assignment are part of the new DE structuring syntax. So, this is something like four variables named one, two, three, and four and assign the first value in the numbers array to variable one, the second value to variable two, and so on. Shorter, sweeter, great. We think that once you start working with ES6, you will come to love them as much as we do. About Girikon Girikon are IT Development and Salesforce Consulting Company. An excellent choice to be an organisation’s Salesforce Development Partner. As a Software Development Company, we will take the time to meet your requirements. We have a variety of Salesforce Consulting Services such as Implementation, Consulting, Support and Maintenance and Development Services which includes customization, migration and Integration. Our Certified Salesforce Developers, Administrators and Architects are available through onshore and offshore delivery models to ensure the Salesforce Development for your implementation is less time consuming, is made simple, and most importantly cost effective. Girikon’s delivery models can be as flexible as you like with established and balanced onshore/offshore models and agile practices. Our Salesforce Consulting company will provide you with the assurance of accelerated delivery timelines which drive huge reductions in cost and Time-to-Market.

INTRODUCTION When working on any object in Salesforce and with records we want to edit we can do it however when another user is also editing the same record at the same time in same Salesforce org then both users will have the previous save details to edit. Here is the detail of the problem, the user who saves the record first will change the details then the other user editing the same record is still editing the previously saved record. This causes issues when the second user doesn’t know the first record has changes and they are just about to change an old record. As a Salesforce Consultant I have had the QA team reject a piece of functionality due to changes to multiple changes to the same Salesforce object where I am either first, second or even the third user to make the changes to the same object. Girikon’s Salesforce Consulting services team is made up of hundreds of Salesforce consultants and as many as 10+ could be working on the same project at one time which sometimes makes it difficult for all consultants to know which objects the other consultants are editing. THE SOLUTION IS EASIER THAN YOU THINK… Now let’s think about the solution. We could lock the record for other users. This is a great feature so that second and third users must refresh in order to get the new details. Whenever two or more users open the Salesforce object record to edit then the user who triggers the first save event has priority and will be able to save the record. When the second user saves the changes then user will get locked and the record will not get saved. To remove the lock, the second user will need to refresh and re-open the editing Window for that particular record. Now the user will be presented the new details which were saved by the first user. I have developed a practical guide below to assist with eliminating the problem.   FOLLOW THE STEP BY STEP SOLUTION BELOW… First, the records of the object (that you want to edit) should be displayed on the screen through visual force page or lightning. Now select a record whose details you want to edit . If two or more users are editing the same record at the same time, then the user who will click on the save button on priority will only be able to save the record. If other users click on the save button the they will get directed to a new page which will show the message to refresh the page. For creating this you must add the below mentioned Visual Force code in your VF page. <apex:page controller="lockingMachenismForAnyObject" sidebar="false"> <apex:form > <apex:pageBlock > <apex:pageBlockSection> <apex:inputText value="{!searchName}" label="ENTER THE NAME TO EDIT"/> </apex:pageBlockSection> <apex:commandButton value="search" action="{!search}"> </apex:commandButton> <apex:pageBlockTable value="{!ReturningList}" var="v"> <apex:column headerValue="USER NAME" title="NAME"> <apex:outputField value="{!v.name}"/> </apex:column <apex:column headerValue="USER PHONE NUMBER" title="PHONE NO"> <apex:outputField value="{!v.phone}"/> </apex:column < apex:column headerValue="USER FAX NUMBER" title="FAX NO"> <apex:outputField value="{!v.fax}"/> < /apex:column> < apex:column headerValue="USER ID" title="ID"> < apex:outputField value="{!v.id}" /> </apex:column> <apex:inlineEditSupport event="ondblClick"> < showOnEdit="saveButton,cancelButton"/> </apex:pageBlockTable> <apex:pageBlockButtons> <apex:commandButton value="Save" action="{!save}" id="saveButton"/> < apex:commandButton value="Cancel" action="{!cancel}" id="cancelButton"/> </apex:pageBlockButtons> < apex:pageBlockSection > <apex:inputText value="{!newName}" label="Enter New NAME"/> </apex:pageBlockSection> <apex:pageBlockSection> <apex:inputText value="{!newPhone}" label="Enter New PHONE"/> </apex:pageBlockSection> <apex:pageBlockSection > < apex:inputText value="{!newFax}" label="Enter New FAX"/> </apex:pageBlockSectio > < /apex:pageBlock> </apex:form> For the above VF code below one is the apex code. public without sharing class lockingMachenismForAnyObject { //Describing all the variables. public string searchName{get;set;} public string idOfSearchedName{get;set;} public string newName{get;set;} public string newPhone{get;set;} public string newFax{get;set;} // Fetching the list of Account records. public List ob= new List([select name,phone,fax, id from account ]); //initialising Method. public list getReturningList() { return ob; } //initialising Method. public void search() { //Modifying the above list according to the name of the record which we want to edit. ob= new List([select id,name,phone,fax from account where name = : searchName limit 1]); idOfSearchedName = ob[0].id; Account[] accountObject = [SELECT Id FROM Account where name = : searchName]; //Checking the locking condition. if(Approval.isLocked(accountObject[0].id)) { Approval.unLock(accountObject); } } //initialising Method. public pageReference save() { if(Approval.isLocked(idOfSearchedName)) { //Sending the user to the locked page if the locking condition is satisfied. pageReference pr=Name of the connected page to display. return pr; } else { //Else saving the record and locking the same record for the other user. List ob=new List(); Account updateObject=[select id,name,phone,fax from account where id = : idOfSearchedName]; updateObject.name=newName; updateObject.phone=newPhone; updateObject.fax=newFax; ob.add(updateObject); update ob; Account[] accountObject = [SELECT Id FROM Account where name = : searchName]; Approval.lock(accountObject); return null; } } //initialising Method. public pageReference cancel() { pageReference pr=page.pramodSirVF2; return pr; } } About Girikon Girikon is a Salesforce consulting company,development team are based in the USA, in Noida, India and offices in Australia. Girikon’s global team in the USA, India and Australia, allows Girikon to respond at Lightning speed to customers across the globe and is known for its effective delivering and quality service. Girikon is made up of a team of certified Salesforce Consultants with experienced Project Managers, Business Analysts, Salesforce Architects, IT Developers, Consultants, and Administrators. Girikon’s team of dynamic professionals are experienced in IT across many industries and business, their specialities include software development which includes design, QA testing (Manual and Automated, Support and Maintenance and have many resource model options. Our vision is to develop scalable and simplified solutions for our customers.

Parsing JSON data from Workbench Why do we always start a question with“why”? The first question that comes to our mind is “Why we are using Workbench for JSON parsing?” As a Salesforce Consultant I would also follow up similarly with a few other questions such as “Is it the simplest method of Parsing JSON data?”, and “are there other ways in which we can parse JSON data in workbench”. Over the last 4 years with Girikon in the Salesforce Consulting Services team I will try and answer the questions above through an understanding of the given methods below: METHOD 1: JSON PARSING THROUGH WORKBENCH VIA SERVER The JSON file is developed as separate code and therefore the most efficient way to check the dynamic project is through the Workbench JSON data parsing method which will benefit the developer by bypassing the rest of the code meaning there is no chance of changing existing code and messing it up. Using Workbench JSON data parsing method also provides the additional benefits such as time saving which translates to increased efficiencies, less complexity and reduced vulnerability to the written code. Follow the below steps for using Rest Method through workbench: 1. Before you start it is important to set up an account in Workbench. https://workbench.developerforce.com/login.php?startUrl=%2Fquery.php.At this point login with your Salesforce account. 2. Go to Utilities -> and select Rest Explorer 3. Select the Http Method as POST. 4. Create an Apex class, for mapping the data to be Posted. 5. Set the URL according to Mapping URL and Method 6. Provide the JSON Data in Request body. And, check the content type from headers. OUTPUT from the Rest Method will be as follows: and a new account record will be created in Account sObject . METHOD 2: JSON DATA PARSING THROUGH WORKBENCH TO SOBJECTS 1. Go to workbench -> Rest Explorer -> HTTP Method POST 2. Now, set the path of the sObject you want as we have used sObject Account to Parse the JSON data. 3. Provide the JSON Data in Request body. For example: This will create an account sObject in your Org. OUTPUT: and a new account record will be created in Account sObject. About Girikon Girikon is a Salesforce consulting company,based out of Phoenix, Arizona with development centre in Noida, India and offices in Melbourne, Australia. Girikon’s global network of offices in USA, India and Australia, allows Girikon to quickly respond to customer’s requirements with a view to effectively delivering a quality product and service. Girikon has a team of experienced and certified Salesforce Consultants including Architects, Developers, Consultants, and Administrators. Girikon’s team of dynamic, seasoned and qualified professionals have a vast experience in IT across various business areas, Software/ Product development, design, testing, maintenance and resourcing / staffing options. We believe in developing scalable & simplified solution for our clients.