Json parsing using Workbench
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April 30, 2019
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Sourabh Goyal
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.
The benefits to outsourcing/offshoring your IT Services
The risk associated with outsourcing and/or offshoring IT related project roles is not as high as it once was. All over the world businesses outsource services such as designers to marketing services, to web developers, business analyst, HR professionals, and accounting professionals, outsourcing or rather right sourcing has become the new normal.
The decision to outsource made simple
It seems that so many organisations across the globe still have the view that outsourcing and/or offshoring is a high-risk strategy. On the contrary to many beliefs, outsourcing/offshoring IT services can provide your business with the benefits including cost savings to increased security, hiring a specialised IT company is becoming the norm for most of Australia’s business owners. And it might help you, too. Today, I will show you how outsourcing/offshoring an IT company will transform the way you do your do.
The thought might seem scary at first. You personally and professionally need to deal with loosening control of your organisation’s IT operation, losing the ability to directly monitor the team or certain individuals hourly or daily. Right-sourcing with a well thought through strategy could be a smart move if you’re a new company or have challenges with hiring dedicated staff.
Due to a shortage of IT professionals in regions such as Australia, right sourcing your IT services to a company who has a proven methodology, in-built repeatable processes and quality credentials could identify the much needed experienced professional to your business without the added training and onboarding costs.
Cost Savings is not the only major benefit to outsourcing/offshoring your IT Services
Outsourcing/Offshoring IT services can save a business up to 60% of IT related costs versus hiring a traditional in-house professionals. These sort of savings can increase if there are specific, skilled resources required for a platform such as Salesforce which is becoming ever more popular for business to manage customers, leads, prospects, marketing campaigns etc. Businesses are now realising that the huge savings can be diverted to other parts of the organisations.
Outsourcing/offshoring your IT services can streamline your business meaning you are more efficient and can focus on your core business.
With SaaS (Software as a Services) such as Salesforce the new normal and with start-ups disrupting every industry booming in this country and with the increased number of businesses competing for the revenue, the need to cost cutting will also increase.
By outsourcing/offshoring your IT service needs there is an opportunity to assign a consistent budget for the service, take it to market and get the best bang for your buck. Inhouse services such as maintenance and upgrade of your network might not be something you would want to invest. For these services where there is a need for specialised equipment, training, and maintenance expenses are subject to high volatility. Another service that you would want to look at outsourcing/offshoring would be a centre to support the organisation’s IT software such as Salesforce Support. Investment in training and technical expertise for products such as Salesforce could be a costly expense in the longer term.
A dedicated, outsourced/offshore development team could easily reduce unexpected and paralysing expenses such as employees who quit or a server that drops out consistently. Outsourcing/offshoring your IT service levels the playing field for small to medium organisations. Let’s face it, larger companies have a considerable advantage when it comes to resources, infrastructure and systems to support their business.
If you are thinking where do I start and this is just too hard, think again.
Outsourcing/offshoring your IT services can level the playing field by identifying and onboarding experience, efficiency, and dependability of an established business to yours.
By engaging a reputable and established offshore organisational it will allow to grow your presence much faster and allows efficient use of your resources that makes you much more responsive to your client’s needs. To make sure your company is receiving the right levels of service and ensuring there is the right mix of resources, skills and tools, negotiate your Service Level Agreement beforehand and establish your requirements clearly, so you get the most out of your contract.
An Outsourced/Offshoring IT Service Improves Your Internal Security
According to the Australian Cyber Security Centre, cybercrime remains a threat to Australia’s economic prosperity, especially because of its ability to generate profits at a lower risk.
In a survey conducted by the ‘CIO’ publication, 56% of the surveyed businesses are outsourcing IT security consultants and the number has been steadily increasing thanks to the many perceived benefits.
To cyber criminals, poorly-defended networks are an easy objective that is there for them to attack. That’s why an outsourced IT service can be a fundamental part of your security systems, especially if your workers are not well-trained or are ignorant to the many ways a cybercriminal can attack and extract sensitive data from your company, particularly after security breaches in the post-GDPR internet world.
Outsourcing/Offshoring IT Enables You to Focus on Your Core Business
Due to the competitive nature of a 21st century organisations, companies usually are limited with resources. Focusing on training every resource and keeping up with the ever-changing IT industry companies opt to reduce the amount of training as it is sometimes viewed as too expensive and most of those cost saving could be passed on to customers, ultimately helping the organisation’s competitiveness.
Alternatively, an outsourced/offshore IT service will help you redirect those energies and expenses to the activities that really help you grow and your bottom line. More importantly, you might not even need a dedicated, in-house IT team, which means that you’d be putting all your eggs in the wrong basket, spending precious decision-making time you could save by hiring a scheduled IT service to help you every time you need it.
About Girikon
Girikon enables it clients and partners to maximize their business success through their people, a disciplined approach, technical experience and knowledge. Girikon is exceptional at Information Technology Consulting and Develop world class software. Girikon is now Global and is based out of US, Phoenix, Arizona with a development centre in Noida, India and offices in Melbourne, Australia.
Girikon is a Salesforce Consulting, Oracle Gold, Microsoft Silver Application Development and Abode Technology Partner. If you concerned about data security, we are ISO 27001 certified or searching for quality credentials we are ISO 9001 certified. We support all the latest technology platforms and provide addition boutique services such as Data Management, Data Mining, AI etc.
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. Our featured list of clients includes Informa, Blackboard, HP, Omnicom and Methode. We are also trusted partners to many more than our featured list and believe in and delivering scalable and simplified solutions at a competitive cost.
Girikon’s team comprises of 150+ 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 Certifications, are proud of our Strong Customer Testimonials and have delivered over 400 quality projects on time and on budget.
Our Global network of offices allows Girikon to quickly respond to customer’s requirements with a view to effectively delivering a quality product and service. Girikon also works with its Partner Success Managers to continue developing expertise on latest offerings from our technology partners e.g. Salesforce Einstein, MuleSoft, Commerce Cloud etc. ensuring that our customers can leverage the technology platform to its full potential.
Girikon’s Certified Salesforce Consultants
As a Salesforce Consulting Partner, we fully understand the Salesforce Eco System. Our Salesforce consulting services allow for range of complex implementations, innovative tailor-fit customizations, integrations, data migrations and timely support service.
75+ Salesforce Consultant and Experts
35 Salesforce Certified Consultant and Experts – < 50 Certifications
As a Salesforce Consulting Company has strong Customer Reviews & References and CSAT of
10.0 on AppExchange
400+ Salesforce Consulting Projects Delivered
150,000+ Salesforce consultant hours of Force.com development
Our Certified Salesforce Consultants:
Provide assurance of required knowledge and experience to build a cost-effective solution.
Prioritize to delight the customer.
Understand the unique business needs of each customer.
Please share your feedback for this article, in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com
How imperative is it to get the right level of Support for your third-party software? What level and type of Support do you need to underpin your whole business?
There are a few options including setting up an internal support team, relying on the third party software provider for all levels of support which could cost hundreds of thousands of dollars or engage a specialised support partner with the same level of knowledge and experience as third party software provider with added benefit of in depth industry experience and spends time with their customers to understand the business and its processes. Below I will examine the options and provide some examples where a Salesforce Support Services partner such as Girikon could be the answer to all your support needs.
Internal Support Teams
Internal support teams often struggle to keep up with internal stakeholder demands and in some instances lack the capacity and capability to deal with issues, defects and enhancement requests from their third party software providers.
Setting up an internal Support teams can sometimes be a long and tedious process. Firstly, the organisation needs to determine an appropriate support framework to underpin the business including the level of support to be provided, providing an effective interface between the organisation and the third-party provider and setting up the capability and systems to underpin the internal support structure.
Once the support framework is designed, suitable and capable operational staff are required to implement. This will include selecting the right candidates, assessing appropriate skill sets, training regimes, familiarisation and understanding the business and what is unique about the business.
In some cases, organisations setup internal support teams with ease. This is due to effective planning and experience in house. Girikon offer these type of organisations with highly skilled, certified and experienced Salesforce Consultants to work collaboratively with internal Support teams at cost effective rates with the flexibility of onshore or offshore models to suit.
Software Support Providers
Entering an annual support contract from the organisation’s 3rd party software provider such as Salesforce can sometimes be costly and gives the organisation access to a level of support which may or not suit the organisation’s needs.
In some cases, the software provider’s support team resources often differ from the project team who successfully managed the software implementation. How often do we encounter a sub-standard handover from Implementation to BAU where there is little to no documentation or the lack of enough training to support staff? In these instances, there is a requirement for Subject Matter Experts (SME) to be internally selected to champion the software support, acting as the interface between internal stakeholders and the software provider and in some cases triaging issues coming through from internally stakeholders. SME must then in turn determine if the issues are appropriate to log, the priority of issues and follow through on service levels.
Usually the SMEs are employed to do a specific role outside of support in the organisation and taking up the SME title is usually casual or part time due to many reasons including showing a level of interest, being a conscientious employee, the employee’s technical abilities or just being thrust into a position due to resource constraints.
When an organisation chooses to proceed with the option for 3rd Party Software support it is important to ensure that all business processes are well documented and how the software is used including who will be completing updates after every upgrade, a support process is established to ensure all responsibilities are known and communicated to all stakeholders. This will ensure the unnecessary pressure is not placed internally on SMEs and the level of support and service is in line with the organisation’s expectations.
In some cases, organisations work through the Support process early in the journey with their 3rd party software providers and have a well-established support framework to underpin the organisation’s operations.
Girikon offers an alternative to this type of support service for organisations using Salesforce. Girikon will spend time understanding your business processes, document required artefacts to ensure knowledge about the business is not lost. Girikon’s end to end Salesforce support process includes a robust support model, best practice framework and highly skilled, certified and experienced Salesforce Consultants to deploy immediately. Girikon works with your staff at cost effective rates with the flexibility of onshore or offshore models to suit any size business.
Specialised Salesforce Support Services Partner
When it comes to Salesforce Support Girikon offers a cost advantage by using both onshore and offshore resourcing model blended to ensure maximum efficiencies. Girikon’s quality is guaranteed, extensive experience across industries and Salesforce products and most importantly customer testimonials to provide a level of confidence to all stakeholders. As a Salesforce Implementation Partner we focus primarily on providing the highest of service to our customers;
• Through Girikon’s on-shore presence it takes the time to understand the business, the processes and the culture of the organisation
• Girikon’s Salesforce Consultants design a bespoke support solution to ensure maximum effectiveness in set up and BAU.
• Girikon a Salesforce Consulting Partnerunderstands the importance of providing consistency through the implementation and go live period and prefers to be involved early in the project to ensure this consistency.
• Girikon provides Salesforce Supports across time zone which is ideal for globally diverse companies
If you are searching for a Cost-Effective Salesforce Support Services, your search can end here!
Find out more at https://www.girikon.com/salesforce-support/. Please share your feedback for this article, in case you need Salesforce Consultant, Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com
The success of any software implementation depends on the user adoption rate. In any organization, a new system is implemented for the betterment of its employees as the new system eliminate some or all redundant process, manual efforts.
Well, it is not necessary that the newly implemented system does the above-mentioned work. In short, it helps in boosting the employees’ efficiency.
The same goes for Salesforce Implementation . If your employees’ are not used to Salesforce environment, then it will be quite difficult for the users to adopt the system and work on it on the daily basis.
“There are innumerable reasons determining why users are not adopting a new system. In the below segment we will be discussing those factors and solution for solving them and getting more and more users onboard.
Training Sessions for the End Users:
It is important to provide full-fledged training, especially to the immediate end users before switching to a new Salesforce solution. Video, tutorial, live demo, webinars on UAT Mode proves to be quite beneficial and helps a lot in adapting.
One can also provide customized training for different users depending on their permission, groups. When the employees attend the training, they share their doubts, feedback about the solution which in turn helps in making the solution even better for the employees.
Prepare the End-users:
It is important to keep your users notified that a new system will be introduced to them for their daily work. You can do this 1 month or 15 days prior to the implementation depending upon the system.
You can start with pamphlets, newsletters, etc., and as the implementation day approaches you can organize one to one training so that user adoption is smooth and the user will also not find that hard to settle with the new system.
User Manual for the users:
It is a good practice to provide User Documentation of newly developed system so that the end users can refer that document whenever they get stuck. User manual with system images gives more clarity and helps the end users to find the solution easily.
Realize your users the need of new system:
It is vital to explain the need for introducing a new Salesforce solution to the end users and what benefit can one achieve from the new solution so that the adoption is less complex.
Implement the new system in sync with the existing business flow so that the users can understand it and find it not hard to adapt it.
Provide support to the end users after implementation:
After the implementation, provide hands-on training to the users and resolve all the queries asked by the users. Sometime, a user may get confused by seeing new user interface may end up asking minor questions. All you have to do is be patient and answer all the questions asked and show them how to achieve it.
That’s all for this article, in case you need a Salesforce Consultant , Salesforce Implementation Partner or Salesforce Development Services then please feel free to reach out to us at sales@girikon.com
Girikon is a one-stop destination for Salesforce Development related work having its offices in USA, Australia and India
Salesforce Community Cloud
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October 22, 2018
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Uditi Jain
Salesforce Community – A branded space for your employees, customers, and partners to connect.
Different business encounters different problems and consequently in order to fulfil the varied business requirement we need a hundred different solutions.
Salesforce is the most commonly used CRM tool around the globe, introduction to the community helps business users collaborate among staff, funders, members, volunteers and other supporters. The launch of such platform has made business users connected with all the customers on a single place as per their shared interest. Some businesses have also adopted this platform as a standalone platform in managing their client relationship.
What is Salesforce Community Cloud?
Community Cloud is a social platform from Salesforce.com that is designed to connect and facilitate communication among an organization’s employees, partners and customers.
For example, if your customer wants to know how many different products are there for choice, he doesn’t have to wait for your team to respond, he can see all the list on the community portal. If the company had a million customers and had to face a million requests a month its satisfying to present the customer with an updated database.
The solution to the problem is given by Salesforce in form of Community cloud that gives all the customers access to the Salesforce data so that they themselves can reach the product list and can also filter them as per their significance.
Apart from this, the business user can manage the access level of all the customers as per their association with the business. This is all taken charge by the Salesforce in order to maintain specific information visible to the users as there may be millions of customers and all they have the different type of involvement with the business.
It is an awesome way to share information, collaborate internally on projects/tasks, or communicate with customers in a more personalized way. Salesforce community cloud is accessible with Enterprise, Performance, Unlimited, and Developer editions of Salesforce.
Communities can serve a business by,
1. Driving more sales by connecting your team with your distributors, resellers, and suppliers.>
2. Delivering world-class service by giving customers one spot to get all their solutions within least time.
3. Managing social listening, content, engagement, and workflow in one place.
The use of community cloud may vary business by business, however, in the nutshell, it’s a way to share information accumulated in Salesforce without building costly users. There are many features on the community cloud and many tricks on how it can help drive your business smoothly.
Communities allow creating user ID and Passwords, or access for the users. However, instead of manually creating access, a business can leverage Salesforce’s Social Sign-on features. This allows access to the community through different social networks like LinkedIn, Twitter, Facebook, and Google, or even leverage Salesforce, Amazon, or even Azure Active Directory to permit login. Salesforce also supports OpenID Connect standard.
It also has some pre-built templates for business use and also gives the advantage to create front-end templates for community portal. For most simple use-cases, the user can customize it little for specific needs. However, giving it better look and feel business users prefer designing it via custom Visualforce force pages.
The custom template allows the customized way to log-on users to the community. The login and logout screen can be customized to match your website or brand UI. It also enables users to register themselves for a community through self-registration pages.
We as a Salesforce Consulting Partners has observed how our clients get profited after practising Community.
For any sized business, one should have a robust and efficient CRM (Customer Relationship Management) software solution to increase the productiveness and revenue of your organization.
Now the question comes to one’s mind is which CRM to choose for your business? Selecting an ideal CRM is utmost crucial for your business as with the help of this tool you will manage your leads, customer services, sales, etc.
According to the Gartner Report, the Customer Relationship Management Software Market Grew 12.3 % which means people all around the world are relying on CRM for managing their business.
There are abundant of CRMs available to serve your business needs but one should be careful while selecting the right CRM for your business.
Before proceeding towards an ideal CRM, let us understand few important parameters which you should check before selecting a CRM.
Available for any (small/mid/large/) scale business or Non-Profit Organization.
Pricing
Features like lead to opportunity management, Reporting Management, Customer Service Management.
Automation of the CRM as per the need for Workflows, Approval, Flows, Triggers, etc.
Report Generation, Sales forecast, etc.
Integration with Social Media Platform, Email Marketing Platform.
Ability to implement a new feature on CRM by installing 3rd party tool or by customization.
Overall security of data.
Compatibility with all devices and available as an app for the mobile user.
As per the recent article “Best CRM Software 2018”, it is understood that Salesforce.com’s Customer Relationship Management (CRM) service is the best CRM for your business and it matches with the above mentioned parameters as well.
In this article, I will be explaining to you why you need Salesforce Services for your business and how it will help you in the long run.
Talking about the Salesforce CRM, it helps in the lead to opportunity management, getting reports by taking various parameters into consideration. If you need any particular feature in your CRM which can enhance the process, then you can also install a third-party app from the AppExchange.
You can also take help from Salesforce Consultants who can assist you in guiding and developing a complex solution in Force App Cloud.com. These solutions make your CRM even powerful.
Salesforce also offers Community Cloud with the help of which you can connect and collaborate with your clients, vendors, employees to form communities. You can handle articles, FAQs for your portal easily and your customer can find the solution to the general problems on your portal itself.
Your customers can also create cases from your portal (community) and that case can be assigned to the agents or the case can be escalated based on the workflow. With the help of Community Cloud, you can offer the best customer support services to your customers and boost up your sales.
Next we have Salesforce Marketing Cloud, with the help of which you can manage various email campaigns, Social Media Marketing, Advertising, B2B Marketing Automation for lead generation, product promotion on various social media platforms, and much more. You can shoot emails for different purposes and track their report.
It is always beneficial to have some forecast, logical recommendations with an explanation, about your business so that you can avoid taking the wrong decision which can affect your sales figure. Einstein Analytics does the same for your business by prediction. It analyses the data in the system and then gives you the recommendation for your business.
Now we have come to the end of this article, I hope this will help enlighten you about the Salesforce Services and how it can benefit your business.
In case you need help in any of the above Salesforce Consulting Services, then you can surely contact us. We are a Salesforce Consulting Partner and offering out-of-the-box solutions.
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