fabiochiu/medium-articles huggingface dataset:
Has Lightning struck yet? Time to get ready with Winter ‘20!
By: Rachel Van Den Berg
Tags: Releases, Release Notes, Winter, Lightning, Salesforce

admin.salesforce.com

We are still enjoying the last bits of sunshine, but Salesforce is already prepping us for Winter again. From this release onwards Salesforce will be turning on Lightning for all orgs as they find it important for everyone to benefit from all the new features that are only developed for Lightning.

There is still a way to escape the prompting to Lightning. If you are really not ready for the move yet, you can disable the “Lightning experience user” on your user profiles. Though, they have been working hard to make loads more possible in this release. So, before you switch it off directly, check out all those new features first. Here are a few of my favorites:

#1 Access to the recycle bin in Lightning

This is one we have all been waiting for, we can now finally access the Recycle bin without switching back to Classic, yeey! You can find it in the App launcher.

#2 Massive improvements on search capabilities

By assigning users the Einstein Search, Einstein Search Results Based on Conversational Search and Einstein Search Record previews permission sets you open up a world of new ways to help your users to find the right data faster. Previews, direct access to quick actions, personalized search results and more!

#3 The new Salesforce mobile app

From October 14 onwards, the new mobile app will be available. To be able to use it you need to enable your org and assign users the “New Salesforce Mobile App” permission. The new app is more aligned with the desktop version (launch apps with the App launcher) and allows you to design pages specifically for mobile-use. To make the transition easier, Salesforce added a “Mobile Only” app to the menu which still works as the old app. Users can use the App launcher to switch between the old Mobile Only app and Apps they are used working with on their desktop.

#4 Extras for Opportunities

You can sort opportunity products, use dependent picklists when adding opportunity products, set a default quantity for opportunity products and as cherry on the cake you can now use the filter “My team’s opportunities” when creating opportunity list views.

#5 Email and templates

Some really nice improvements on this part. We are able to add more HTML styling to email templates (<head>, <meta>, <title>, and <style> tags which allows us to make them a lot fancier than before. We can also add {{{Sender.Signature}}} to the templates which includes the sender’s existing signature.

As shown on the picture users will be able to find related files to attach to the email a lot faster and can also copy and paste images from the web without saving them first.
Salesforce Consulting Partner | Salesforce Development Company
By: Gravity Infosolutions
Tags: Salesforce Consulting, Salesforce Partners, Salesforce Development, Salesforce Productivity, Salesforce

Every company would love to rely on an expertise, verified and accountable consulting partner to give device on salesforce initiation.

With regards to extending your business and settling on genuine choices that influence its prosperity, it’s critical to have a board of prepared experts to enable you to out. By and by, time will be of the embodiment, so putting resources into Salesforce counselling administrations will satisfy.

Since outside salesforce consulting partners have an impartial feeling, they will have no issue looking at any shortcomings that may influence your business. Along these lines, you’ll get to really set aside cash by having the option to manage any potential issues.

Regardless of whether you plan on fixing said issues or simply dispensing with them is absolutely up to you. Be that as it may, realizing that they exist is the initial step to maintaining an effective business whilst running salesforce development company.

Believing that essentially executing salesforce can end up being negative to your business? For the most part, when another business association executes Salesforce in their undertaking, they start it in with an appropriate preparing of the workforce and rollout, which is critical so as to prepare their workforces to make the Salesforce usage an effective undertaking. It, along these lines, is basic for you to work with a Salesforce Consulting partner.

Salesforce consulting partners can get you adaptable answers for every one of your issues so as to set aside valuable time and cash. Salesforce specialists incorporate other ERP related applications with Salesforce according to your business’ needs. He will Configure and Customize your Salesforce Org by utilizing the best Out of the Box highlights, thoughts, and practices. He will accelerate the effectiveness by systematizing the compound procedures and work process frameworks. Thus, getting a Salesforce consulting partner enables you to develop the company better.
Omnistudio vs. Salesforce
Tags: Salesforce Development, Salesforce Lightning, Salesforce Productivity, Salesforce Tools, Salesforce

Recently, Salesforce took over ‘Vlocity’. Vlocity consists of several components, i.e. CPQ, CLM and OM. Besides these business processes, Vlocity has a Data Integration Suite, which contains OmniScript (OS), Integration Procedure (IP) and DataRaptors. These data integration tools are now combined in a single new product: OmniStudio. In this blogpost, we’d like to clarify how OmniStudio relates to similar tools that Salesforce offers, such as Workflows and (Visual) Flows.

Photo by Ilya Pavlov on Unsplash

Salesforce

Salesforce offers multiple tools that might sounds familiar: Workflows, Process Builder and Flows. For now, let us focus on Flows, as this programme is slowly but surely replacing the other two.

With Salesforce (Visual) Flows, business processes can easily be implemented in Salesforce: the tool is suited especially for doing so without any programming knowledge. This way, one can build a process with Screen Flow in the front-end without writing a single line of code: back-end and database automation processes are just as easy to edit. Both OmniStudio and Visual Flows work well with the Salesforce database, objects and fields.

OmniStudio

This tool consists of three complementing tools: OmniScript (OS), Integration Procedure (IP) and DataRaptors. OmniScript is a programme in which visual processes can be build without any developing experience. It uses Integration Procedures to retrieve data from multiple locations: in turn, an IP uses a DataRaptor to have interactions (read, transform and save information) with the database and request data from external APIs / databases. It then sends this combined data back to OmniScript. Aditionally, Lightning Web Components (LWC) can be used here as well.

Comparing tools

Now that we’ve established what the different tools are used for, its helpful to shortly compare Flows with OmniStudio.

Wrapping up

In this blogpost, we have discussed multiple important differences between Salesforce Flows and OmniStudio. We recommend using OmniStudio for complex API calls; OmniStudio products are also much more eligible to use in combination with Vlocity (Salesforce Industries). So, if you already use Salesforce Industries, it makes more sense to use OmniStudio. Would you like to learn more about this tool? Trailhead offers excellent modules to this end.

If you have any other questions, contact us or take a look at our website.
Salesforce Trailhead學習筆記(三) Data Modeling
By: Grace Ho
Tags: Schema Builder, 學習筆記, 自學, Trailhead, Salesforce

7/7今日接續Admin Beginner系列，學習第二個module：Data Modeling。

(*學習筆記主要是記錄挑戰操作的部分，以及一些重要資訊)

Data Model：It’s a way to model what database tables look like in a way that makes sense to humans.

資料庫表格(對象)： objects ，可創建自定義custom object。

，可創建自定義custom object。 表格的欄： fields，可創建自定義custom field。

每個field都有自己的 data type，像是Checkbox、Date、DateTime、Formula。自定義field的field name colum會顯示XXX__c，"__c"表示特定field是自定義field。

表格的列： records

(一) Challenge1：Build a custom Offer object

Create a custom object：

進到Setup裡的Object Manager，按Create->Customer Object。

2. 依照題目要求輸入資訊，按Save。

3. 成功新稱Object — Offer。

Create a custom currency field on the Offer object：

在Offer Object裡按Fields&Relationships，再按New。

2. Data Type選Currency->Next。

3. 依照題目要求輸入資訊，按Next->Next->Save。

Create a custom date field on the Offer object：步驟同上。

*註：Create a Record：在Sales App裡找到Obect，按New新增一筆record。

(二) Challenge2：Create relationships for the Offer object

Lookup Relationships： the relationship between the two objects.(相互獨立的)

the relationship between the two objects.(相互獨立的) Master-Detail Relationships： one object is the master and another is the detail.(有高相關性，若其一被刪除，另一個也須被刪除)

one object is the master and another is the detail.(有高相關性，若其一被刪除，另一個也須被刪除) Hierarchical Relationship：hierarchical relationships are a special type of lookup relationship. The main difference between the two is that hierarchical relationships are only available on the User object.

Create a custom Lookup field on the Offer object：

在Offer Obect的Fields&Relationships裡->New，選擇Lookup Relationship->Next->Next->Next->Save。

Create a custom Master-Detail field on the Offer object：步驟同上。

(三) Challenge3：Use Schema Builder to create a custom field for the Property object

按Clear All，選擇Favorite、Property、Offer。

2. 新增一個field到Property Object，從Elements拖拉Text Area到Property。

3. 依照題目要求輸入資訊。
Get Started with B2C Commerce Salesforce Site Search
By: Shifa Qureshi
Tags: Site Search, B2B Commerce, Customer Service, Cymetrix Software, Salesforce

Search results are only as good as the data being searched, recommend including two types of attributes, attributes that are necessary for search and attributes used in refinements. You don’t need to include every possible attribute because many of them might be irrelevant for customer search and produce search noise or unwanted results. And also searchable attributes contribute greatly to the size of indexes, which can affect the speed of your search. So only use attributes that are necessary. You can include attributes used in refinements. In that case, the boost factor will push products with a higher text relevance to the top of the list. Now, for what to exclude. You want to exclude copy-heavy attributes, such as long descriptions as they can create a lot of search noise. This is a common issue we see. So definitely take look at your searchable attributes and remove product details from your searchable attributes.

Let look at an example of adding a searchable attribute. You can add products to your search results by adding searchable attributes to the list. This example shows a search for a product returns no results. But when we added a product to the searchable attributes, now we do have the desired results. This is a great example of removing excess search noise from results by removing searchable attributes. We looked at the search conversion report and identify that a search for product etc had low order conversion. Tested it on the storefront and get that the searches were showing sets first. So using the storefront tool kit we identified that these searches matching on a long description in the searchable attributes. So we removed long descriptions from the searchable attributes. And as a result, The searches display only the relevant results.

Another configuration about checking his search stemmers, stemmers is language-specific instructions telling site search how to handle characters and words. Because of stemmers, we don’t have to enter the plural form and other versions of the same word. Keep in mind, you need to set stemmers for all indexes on each site. You also want to exclude some site locales from indexing here. Because those locales don’t have a set of data. This should be done to reduce indexing times and overall resource consumption.

Search auto-correction is a setting under your search preferences in business manager, which controls whether the suggested phrase is used for search or not. Cymetrix is the leading salesforce-based company in the USA. ProjectForce, our implementation tool, is a specific custom-made edition of Salesforce that allows us to drive clear and transparent projects. We have a passionate team of Salesforce consultants, architects, developers, and testers who are always ready to walk that extra mile and deliver the solutions best suited for the business.
Generate PDFs (and More) Directly from Salesforce
By: Chris Stegall
Tags: Salesforce Merge, Salesforce, Salesforce Doc Gen, Document Generation, Mambo Merge

Generating documents straight from Salesforce is one of the most powerful ways to transform your data into time-savings for your team — that’s why we built Mambo Merge. And Mambo Merge just rolled out some brand new, much-asked-for functionality — the ability to generate PDFs, directly from your data!

We’ll be doing a demo tomorrow at our monthly Mambo Merge Office Hours, so be sure to sign up and tune in for that.

It’s a chance to get a speedy beginner’s intro to the app, get some experience building templates of your own, and to help shape future development and request the new features you’d like to see most! (In fact, the PDF functionality is a direct result of requests from these sessions).

The next session is tomorrow, July 8th at 10:30am (PT), and you can sign up right here, right now!

You’ll want to install Mambo Merge ahead of time as well, so grab a free, up-to-date edition from the AppExchange (or ask an admin to) and we’ll look forward to seeing you there!

Until then, keep working hard, smart, and happy. We’ll see you in the cloud.
Get ready for your CPQ Specialist Cert
By: Gustavo Rodriguez Roca
Tags: Cpq, Salesforce, Cpq Certification

The Salesforce CPQ Specialist credential is designed for individuals who have experience implementing Salesforce CPQ. This credential is a great way to demonstrate skills and knowledge in designing, building, and implementing quoting flows with Salesforce CPQ.

Hello Trailblazer,

Congrats! If you’re reading this, the CPQ Specialist certification is in your sight. If you are feeling nervous or anxious, I totally get you. After getting 6 previous Salesforce certifications (Admin, Advanced Admin, App Builder, Einstein Analytics and Discovery and Discovery, Nonprofit Cloud, and Sales Cloud), I consider this the most challenging I have ever faced.

Although there are great resources to study, I highly recommend creating a developer org and have hands-on experience practicing creating different products and pricing scenarios. Create products and bundles with things you have at your reach (fast food combinations, tiered pricing on streaming services, etc.).

Primary resources:

CPQ Specialist Exam Guide

It sounds like this goes by default, but we only focus on the exam outline part. Read the whole guide and learn in-depth the audience description for this test.
Dreamforce 2020 is Coming to You — Are you Ready? — V2Force
Tags: Dreamforce2020, Customer Success, Dreamtx, Dreamforce, Salesforce

Get Ready for a whole new Dreamforce from anywhere!

The global pandemic has changed the world. When we look back at this year, we look back upon intense transformation, disruption, and challenges. It’s been quite a challenging year for everyone.

The old ways of doing business have suddenly disappeared overnight and as offices and shops went dark — a new spirit took flight — one that was inspirational, innovative, collaborative, flexible, and above all — the one that refused to quit.

It’s this new spirit that allows us to be resilient and grow towards a braver and a bolder frontier — where digital transformation will help us to be better connected than ever before.

The annual Dreamforce event is now coming to you as a powerful virtual event that will be impactful, exciting, and informative than ever — because we don’t need to be together, to be together.

Dreamforce 2020 is a completely reimagined, customized experience for businesses around the world to inspire, connect, and re-define the blueprint for how to succeed in this all-new, work-from-anywhere world.

This event is the mothership of all the Salesforce conference where the keynote will kick off on Wednesday, December 2 and the DreamTX will take place on December 14 -17, 2020.

This event will bring some insightful and relevant conversations, exciting demos, and showcase Customer 360 innovations geared for the new, all-digital world.

1. Customer Success & Innovation -

An inspiring opening keynote by Marc Benioff and special guests as they share their stories of learning and successes during such challenging times. Together, we can learn about the new digital innovations by leading companies that have excelled in the new, work-from-anywhere world, including Salesforce Customer 360 to celebrate customer’s success! This keynote will also be available on-demand.
How to integrate Shopify and Salesforce?
By: Niraj Shah
Tags: Shopify, No Code, Automation, Integration, Salesforce

There are several ways you can connect Shopify and Salesforce and there are multiple apps that can help with that. Today, we will discuss how to integrate Shopify and Salesforce using Pandaflow.io

Pandaflow is a no-code low-code automation platform and allows you to create a custom workflow that can map out any workflows based on your Shopify and Salesforce Configuration. The majority of customers essentially connect Shopify and Salesforce in two different ways

Shopify Orders mapped to Salesforce Opportunity Shopify Orders mapped to Salesforce Orders Object

The workflow essentially consists of :

Connecting both Shopify and Salesforce in Pandaflow Waiting for an Order in Shopify — { Trigger} Customizing the Workflow based on the Salesforce setup Then post it in Salesforce either as an Orders or Opportunity— {Action} Connect Both Shopify and Salesforce via Connectors

2. Add an App Trigger (When Orders in Shopify are paid)

3. Go through the workflow logic

a. Check if the contact already exists: In this case, we are checking for a few things, and if they don’t exist creating them on the fly before creating an Opportunity.

b. Does the product already exists in Salesforce if not create them to match Shopify SKU
2021: A Salesforce Maps Odyssey
By: Aidan Flynn
Tags: Salesforce Productivity, Salesforce

Salesforce Maps could be a killer product for the short to mid term because — while the license costs are comparable to CPQ or Field Service — the implementation effort is far lower, resulting in that elusive blend of high-impact & affordability.

The $84m Salesforce acquisition of MapAnything went largely under the radar in comparison to their big-ticket Mulesoft, Tableau and Click Software deals.

But early results are showing the dreamy potential of the product.

A Monster 50% Increase in Productivity

What’s remarkable is it’s relative power and flexibility as a productivity tool — whether for Sales, Service or Operations.

Here at Brick Lane we’ve implemented the product a few times already and one Midwest manufacturer reported a 50% uplift in sales productivity.

Not bad at all for a sub-$10k investment.

It’s a good fit for any field based teams who — whilst relying on management for strategy & guidance — retain a level of autonomy in how they service their patch.

With tight budgets all round, it’s the optimal high-impact / low cost product of the moment.
Do salesforce have a future or not?
By: Dilbag Singh
Tags: Jobs, Certification, Technology, Crm Software, Salesforce

As per IDC (International Data Corporation) From the beginning of 2019 to the end of 2024, worldwide spending on public cloud computing will grow 19% a year , the Salesforce ecosystem in 2019 is more than four times larger than Salesforce itself. By 2024, it will be nearly six times bigger . and also Jobs created from the use of Salesforce cloud services from 2019 through 2024 are predicted to hit 4.2 million.

But do all these facts talk is real on ground level true ? actually yes they are . About business competition and threats that salesforce can face . salesforce is keen in devloping itself either by devloping itself or adopting other technologies. the zeel of continously devlopment in salesforce is not reducing, It isContinously devloping new interface (Lightning experience), new frameworks (LWC) , Dynamic Forms ,Einstein Reply Recommendations , introducing new clouds such as marketing cloud , It all display the vast sea of salesforce have andit display the potential to win the race among its competitors .

Moreover salesforce acquistions such as Tableau , Mulesoft ,Krux ,Mapanything ,Datorama display the solid buisness plan it have to provide all the solution for marketplace at one single place.
Avoiding Data Migration Pitfalls
By: Mike Boyle
Tags: Ad Victoriam, CRM, Data Migration, Salesforce, Data

Embarking on a data migration project can be daunting. It’s crucial to your migration success that you leverage the right data migration tools to facilitate a smooth and seamless data transfer.

Many people are challenged underestimating a data migration project’s complexity, poor planning, and not setting aside enough resources. If not quickly addressed, these problems can lead to slow user adoption at best, and major customer relationship issues at worst.

Avoid Exceeding Your Timeline and Budget

Here are a few common reasons companies exceed their timeline and budget during data migration projects:

- Lack of planning and project management before the actual migration.

- Not able to visualize the final solution.

- Including the wrong business subject matter experts on the project.

- Mismatch or lack of technical skills.

- Choosing the wrong tool to do the job.

- Not scoping out all the requirements before the migration.

- Not enough time allocated to user acceptance testing.

Tips for a Smooth Data Migration

To ensure your business has a smooth data migration, Ad Victoriam recommends:

- A Project Manager with experience or technical understanding of data migration.

- Use an Agile Project delivery approach.

- Choosing the right tool for the migration process. For example — if your environment is SQL server, use SSIS, which is built on SQL Server.

- Perform extensive discovery sessions to fully understand your business processes and data migration needs.

- Only migrate clean data into the future solution to ensure more streamline business processes and reporting otherwise the migration was a waste of time and effort.

- Get your users excited about the new solution with their cleaned data, which will increase their productivity and lower your cost.

- Have a recovery plan. Each stage of the data migration should include recovery options. Plan how you can roll back changes during extraction, transformation, and loading.

- Don’t forget test planning. As a part of your project planning, you should have a test plan in place. Consider what steps will need to be tested before you can safely move data.

Planning for Success

The information presented above is a high-level data migration plan that encompasses the steps to “go live” — ensuring that the systems are prepared, the personnel is available and trained to perform the migration, affected stakeholders have been notified, and a time window for the move has been scheduled.

So, are you looking for help constructing your “go live” plan? Start here!

Read More Ad Victoriam Salesforce Blogs
Mark Your Calendars: Best Salesforce Events May 3, 2021 — May 7, 2021
By: Caylin Schmenk
Tags: Trailblazers, Salesforce Events, Virtual Events, Salesforce Admin, Salesforce

For our last event of the week, well to be honest, it may or may not even happen. For those of you who remember, dreamOle was supposed to occur last year in-person, but got pushed back to this year. Fast forward a year and now here we are, and according to the Salesforce event calendar, it’s still on for Friday, May 7th starting at 8am (Spain time) and in-person. There is even a countdown timer on the dreamOle site. However, the register now button states it’s for Spring 2022. Also, businesses, shops and restaurants still have limited seating and time constraints on them or are closed all together in Spain. So an event happening for almost 12 hours, in-person doesn’t seem likely to happen.… honestly I’m just as confused as you all are. Additionally, there is nothing that states that it’s been cancelled or is virtual this year. So I guess we will all be waiting with bated breath to find out if it’s happening this year or not. Tweet us @mkpartners and give us the 411 if you do know.

Recap

Last week we kicked off the week with a Virtual Trailhead Taco Tuesday — April 2021. The Los Angeles, CA Salesforce User group is notorious for Trailhead Taco Tuesday, and now they are bringing it to you virtually! Nonprofits learned how to capitalize on their website activity in Optimize your Website for Insights, Personalization, & Supporter Conversion. We got to have a B2B Marketing/Pardot User Group Happy Hour hosted by the San Francisco Salesforce User group!

Last Thursday was jam packed with events! We started with The Advertising Sales Equilibrium, Rebalanced where speakers discussed the potential of AI to elevate a salesperson’s role, a cookieless future, how to tell a story right, how the CRO role is changing and the new sweet spot for advertising sales. Then in Digital First Fundraising: Demo Jam, Salesforce demoed new solutions to sustain funds and create resilience. Next, Indiana University and UMass Medical School talked about how they are tackling vaccine distribution in Building Innovation: Vaccine Response In Higher Education. The Salesforce Developer group in Austin, TX hosted Straightforward Email Integration: Match My Emails vs. Einstein Activity Capture to walk you through what type of email works for you.

Finally, the Colorado Springs, CO Salesforce User group hosted The Wonderful Thing about Triggers and was great for any admin to attend if they wanted to learn more about triggers! Tweet us @mkpartners and let us know what your favorite event was!

Also, make sure to let us know if you think there are any events worth mentioning and what event you are excited about this upcoming week. And, as always, we will see you in the cloud!
Salesforce Lightning Web Components
By: Shifa Qureshi
Tags: Lightning Web Component, Lightning Network, Customer Service, Cymetrix Software, Salesforce

Web component is the new programming model which comes up for Lightning it’s base on modern web standards. Built for enhancing productivity since we are betting on modern standards like es6, es7 custom elements modules templates. You would see that productivity will be enhanced. It’s also built for performance because of offloading all the work to the browser and the Javascript engine of the browser. There is nothing proprietary happening in the javascript layer so not writing the fat polyfills.

Another important thing when coming up with LWC was that it should have perfect interoperability with aura. Like aura LWC called it as perfect manage talk to each other events flow seamless it’s on in a single page perfectly.

In the last five years 2014, the web was not innovating or evolving at a rapid-paced. All the features which a framework would require from a platform that was not providing so a component model template advertising it writing modules, writing language extension everything was done by framework, not by the platform which the web provider. At the same time in 2014, a lot of frameworks came, in react came, angular came or the reason came up with these frameworks is because were filling holes which the platform was not getting as.

This creates fragmentation because multiple frameworks kind of doing the same thing in their own languages. These components when they are returned in those languages are not interoperable, cannot take a react component to bring it to aura, or vice versa. Cannot take an angular component to take it to react. Skills are also not transferable. This makes it really hard to find resources. Framework abstraction is slowly.

Benefits

Moral standards, less proprietary

Common component model

Transferable skills

Easier to the ramp-up of for developers

Better performance

Irrespective of the stack like even there is more WC side and more another ora side the secret sauce has about security lightning data service is base lightning components is gone have a really awesome communication mechanism where converting tat W3C dom events please is in our standard and components to the proprietary demonic proprietary events which are understood and that’s the beauty of it like when ora is sending emails to LWC components, converting those proprietary ora events to standard modern javascript event’s so then now LWC starts understanding that.

Lighting Web component working with Salesforce data

Lightning data service

Apex and wire service

Lighting Web components in App builder, Lex, and mobile

Debugging JS and HTML in LWC

Lifecycle Hooks

Cymetrix Software is the top Salesforce Consulting that provides Audit, Business Consulting, Systems Integration, Custom Development services for your projects. Push your business to the next level by leveraging CRM consulting services and business transformation consultants, experienced in developing true customer-centric companies.
Around the Web — 20190201. And now for somethings to read (or…
By: Brett Nelson
Tags: Web Development, Salesforce

And now for somethings to read (or watch) over the weekend, if you have some spare time that is.

Good Day, Sir! Show — Salesforce Podcast — / John De Santiago — Jan 30 — In this episode, we discuss queueables and integrations, startup hustle culture, Apple’s financials, HackerRank 2019 Developer Survey, Microsoft’s financials, and compile woes.

Salesforce.com — Watch these bite-sized videos, and learn how Lightning Web Components help you build high-performance, Aura-compatible code using modern web standards.

Medium — Maximiliano Firtman — Jan 31, 10:42 AM — Chrome 72 for Android shipped the long-awaited Trusted Web Activity feature, which means we can now distribute PWAs in the Google Play Store! I played with the feature for a while, digging into the APIs and here you have a summary of what’s going…

rachelandrew.co.uk — Jan 30, 5:32 AM — A low traffic email list, keep up to date with where I am and what I’ve published. Everyone is angry about CSS again. I’m not even going to try to summarize the arguments. However it always seems to boil down to the fact that CSS is simultaneously…

2ality — In recent years, JavaScript has grown considerably in size. This blog post explores what’s still missing. I’m only listing the missing features that I find most important. Many others are useful, but there is also a risk of adding too much. My…

Till Next Week

Want to share something? Let me know by leaving a comment below or emailing brett@wipdeveloper.com or following and tell me on Twitter/BrettMN.

Don’t forget to sign up for The Weekly Stand-Up! to receive free the WIPDeveloper.com weekly newsletter every Sunday!

View all posts by Brett Nelson

Published February 1, 2019February 2, 2019
What is CRM?
By: Cloud Analogy
Tags: Salesforce Expert, Salesforce Development, Salesforce Developer, CRM, Salesforce

1) CRM is abbreviation form is C-ustomer R-elationship M-anagement.

This included embedding salesforce automation or extended customer service (e.g. inquiry, activity management) as CRM features in their ERP.

Now second question comes to mind that is this a Software or a Technology?

No, it is not Software nor any Technology my friends. It all starts with the Customer. It is not single customer but many, once slowly your company grows means your Customer as well grows with the time.

Every Customer has Prospect or Lead. So question comes in mind what is Lead. Ok, take a breadth and calm down lets try to understand what does it mean.

Imagine you are going with your Bike or Car to one Big Supermarket of your City. There are sometime advertiser with pen and notebook to ask your contact,Phone No.,Address,Marriage Status, Salary, etc. Just imagine you are there and you are filling this form what advertiser at the Super market person given to you.

What the advertiser given to you and collect the Data on the piece of Pager that is nothing but called as “LEAD”

In other words we can say suppose you have one small shop and so many customers used to visit to your shop but you don’t ask them to write their names,phone no’s. addresses etc etc till that time you will not have “LEAD” nothing but their individual contacts.

2) Each company which you work with may have more contacts.You may be managing information at the contact level as well as company level. Lets see what does it mean.

Now again Imagine you are going with your Bike or a Car to the Supermarket and there are some advertiser outside the supermarket and asking your contact and you written a piece of paper for them. So still you are not the customer for them but you shown some interest into their products. They took all the information about you so you are now into their Database, person who are interested in their products, Now these all advertiser collected Data from Morning till evening and now they have got enough “Contacts” nothing but “Lead” people who shown interest into their product.

These advertiser next day or in the same day will submit collected “Lead” that is all contacts or forms to office. In the office Data Entry person will fill all the data into their Database to contact to these people.Now they have target how to convert this LEAD to Sales/Customer.More customer or Sale means more revenue and ultimately more revenue means Company earn more profit.
Spring ’21 Release Notes are Live (and Getting a New Home)!
By: Chris Stegall
Tags: Salesforce Spring 21, Spring 21 Release, Salesforce, Salesforce Releases

Not to jump straight past the year-end festivities, but if you’re already practicing writing your “2021”s, then you know there’s a lot in store next year in the world of Salesforce, like the Spring ’21 Release!

And, while March may feel like a long ways away right now, sandbox previews are arriving as early as January, and we’ve already got release notes and some news about this Spring’s update!

First, release notes are live! I expect these to get built out a bit more as we get closer to release day and the Salesforce development roadmap for 2021 takes a bit more shape, but for now we get some insight into what will definitely make the cut, and what we’ll have to prep our orgs for come Spring. From general enhancements, to even more functionality in Salesforce surveys, there are some exciting things on the horizon and, as always, we’ll be sure to put together some posts around what new features and functionality we’re most excited about!

Second, a bit of housekeeping — or house moving, as it were. Salesforce release notes will be heading to a new home, Salesforce Help! The notes for Spring ’21 are already live there, so you can get a feel for the new layout, formatting, etc… — but can still rely on the old site until July of next year in case you don’t have the time to get reacclimatized yet.

It’s not a huge change in terms of styling, no change in terms of content, so the only thing likely to be affected is all those old links in blogs, training decks, Trailheads, etc… — time to get scraping and updating!

As always, if you have any questions about specifics in the Spring ’21 Release, want a more personalized look at how changes might affect your org, or just need help getting your org’s processes to match your business’ — drop us a line! We’re always happy to help.

Until next time, keep working hard, smart, and happy. We’ll see you in the cloud.
Plus (Metadata Dictionary for Salesforce)
By: Sidharth Agarwal
Tags: Dictionary, Metadata, Salesforce Productivity, Sfdc, Salesforce

Search, download, categorize, visualize, and optimize all of your org’s metadata with Plus. A comprehensive metadata dictionary.

About Plus

Plus creates a copy of all your metadata, which lets you run reports and discover metadata relations and dependencies.

Metadata search and download:

Download metadata in bulk. Search metadata by name or search within all apex code.

Download metadata in bulk. Search metadata by name or search within all apex code. Reports and dashboards:

Categorize metadata by the owner, objects, API version, managed packages, etc.

Categorize metadata by the owner, objects, API version, managed packages, etc. Tech debt:

Run optimizer tools to identify code and configurations which can be safely deleted.

Run optimizer tools to identify code and configurations which can be safely deleted. Tickets:

Create tickets on metadata. This will help you better organize tech debt and help you track the progress and have assignees.

Create tickets on metadata. This will help you better organize tech debt and help you track the progress and have assignees. Tagging:

Tagging allows you to categorize metadata(s) in a more informal way. Example, source, business line, project, team, etc.

Tagging allows you to categorize metadata(s) in a more informal way. Example, source, business line, project, team, etc. Org view:

The app also offers a quick look into your org limits, entity limits, code coverage reports, apex test results, etc.

The app also offers a quick look into your org limits, entity limits, code coverage reports, apex test results, etc. Code versioning:

Optionally, enable apex and formulas code versioning to help with compare and recovery.

Optionally, enable apex and formulas code versioning to help with compare and recovery. Notifications:

Optionally, get a daily summary of metadata changes and suggestions on tech debt improvements.

Getting Started
How to Migrate from Salesforce to HubSpot CRM
Tags: How To, Hubspot, Support, CRM, Salesforce

Let’s face it, HubSpot is the hottest ‘spot’ on the CRM market.

Older CRM systems like Salesforce might work for you but may no longer fit the needs of your business. If you’re looking to make the switch from Salesforce to HubSpot, here’s how you do it.

Trujay is an automated migration service that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM data migrations, including Salesforce and HubSpot.

Best part?

We’re partnered with HubSpot and use it ourselves. So, yes; naturally, we are the experts.

If you didn’t already know, HubSpot is FREE for an unlimited number of users and up to 1 million contacts.

What else is so great about HubSpot?

User-friendly interface and winning design

Connects to all Google applications

Variety of templates

Connects to Sidekick for real-time notifications

Here’s what you want to do before you start:

Trial the system

Get rid of unwanted data

Have a backup solution

Tell the team

Ready? Let’s migrate

Follow these 5 simple steps to complete a smooth and successful data migration:

Step 1:

Go to Trujay’s Self-Service app

Step 2:

Select your current CRM and future CRMs and provide the access detail

Step 3:

Evaluate your sample results. If you are satisfied, click “Start Full Migration”

Step 4:

Should you decide to modify your fields, click “Change Fields Mapping”; you can rerun the sample as many times as you need at no cost

Step 5:

If you’re happy with the results, you can start the full migration process.

After you migrate, make sure…

Records are in their correct placements

Field relations are properly restored

Filters are modified for reporting

Workflow rules are created and personalized

And don’t forget to tell the team!

Adaptability is key. You can read about the best ways to train your staff on the new CRM system here.

Visit our homepage to start chatting with a specialist. We’ll respond within the hour.

Get started immediately by launching your free sample migration or get an estimate for your project.
RefugeeForce x NewMotion
By: Gaspar Rodriguez
Tags: Talent, Refugees, Salesforce, Digital Transformation

During the fall of 2020, NewMotion became our latest recruitment partner seeking to onboard Salesforce talent in order to grow and develop internally within their engineering team. Our partnership was recently featured by the Salesforce Talent Alliance on LinkedIn Live. During this session, we shared our experience working together over the last few months to find Salesforce talent.

Start immediately. If I could do one thing different, I would have done it years earlier. Take the jump because it’s a great cause and you get really good talent. Don’t wait. — Tom van Eijl, Engineering Manager at NewMotion

How do we work with Recruitment Partners?

Our model is focused on leading companies who are willing to put words into action by investing in diversity, inclusion, and finding hidden talent.

What was especially impressive is that the candidates are relatively new to Salesforce but when looking at their resumes and business experience I was blown away — the candidates had really good resumes and really relevant business experience, which was evident in the interview process. — Tom van Eijl, Engineering Manager at NewMotion

In October 2020, Newmotion hired their first RefugeeForce alumni, Enass Ahmed, who brings years of experience in customer service to the team. She quickly skilled-up and gained direct experience during her first few months a as a full-time Salesforce Administrator, which allowed her to pass the Salesforce Admin Certification. This represents an ideal learning path for Salesforce starters who can learn directly from an experienced team.

Looking ahead to 2021

We look forward to our continued relationship with Newmotion to help them grow their Salesforce team. We are excited to welcome more like-minded organizations as recruitment partners — don’t wait!

Looking for Salesforce talent, reach out and we’ll gladly set up an intro call to discuss the possibilities of becoming a recruitment partner: team@refugeeforce.nl
Five Reason You Need Contact Management App
By: Biz Connect
Tags: Hubspot, CMS, Zoho, CRM, Salesforce

Agreement EXPIRATION

Hazy expiry date prompts an expansion of the agreement. It is OK if the association worked out effectively yet surely not alluring if either party isn’t fulfilled. The agreement termination date is a significant marker to survey the relationship with the current provider. It is for the two players to profit by an agreement expansion and clear a path for a superior arrangement. While it guarantees affirmed deals for the provider, it likewise guarantees the purchaser a decent deal. A high-level agreement the executives programming factors in the lapse date so it can deliver choice alarm to the client.

Record DIGITALIZATION

Our market knowledge advises us that numerous associations are as yet utilizing paper. Enlisting a high-level agreement the executives programming is a lean technique to grasp innovation and improve the climate. Record digitalization encourages open and focal assessment at some random time. On work area applications, however, a high-level arrangement is additionally accessible in a hurry; i.e., your cell phones. On account of later, job bound admittance to data is conceivable whenever without rebuilding your folios like clockwork.

Agreement AUTHORING

With a high-level agreement, the board arrangement set up, creating contracts become simple and maintains a strategic distance from redundancy. An agreement of comparative terms, conditions, and legal jargon can be a format for rehash use. You can skirt the repetition of agreement drafting on different occasions by utilizing standard format pre-affirmed by your legitimate group and article board. It seems as though the agreements will keep in touch with themselves and offer you sufficient space to zero in on other key issues of your business.

Programmed BOOKING

A high-level agreement the board programming has the office of computerized receipt handling. With it, you can without much of a stretch match a buy receipt to authoritative arrangements. Interestingly, you don’t need to scramble a common receipt physically. The arrangement will naturally extricate instalment conditions from the agreement. There is no requirement for manual intercession if portion and legally binding particulars are a match. What’s more, you can without much of a stretch track the number of solicitations reserved for a specific agreement and forestall fake exchanges for all in-substantial agreements.

Execution EVALUATION

At long last, a high-level agreement the executives' framework encourages you with the understanding expected to assess your provider execution. As an association, you’ll have a standard agreement convention to quantify provider execution. Such data encourages you with choosing whether or not you can proceed with a specific provider. Execution assessment likewise causes organizations to remunerate the best provider and put in exertion toward supporting a drawn-out beneficial relationship.
Mark Your Calendars: Best Upcoming Events January 25, 2021 — January 29, 2021
By: Caylin Schmenk
Tags: Salesforce Events, Virtual Events, Trailblazer Community, Salesforce Admin, Salesforce

Nonprofit Dreamin’ is ending the week with 2 days full of collaborations and education! This event starts at 9am (Central Time) in the United States (the UK and India have different times so make sure to check) and lasts a half day both days. With over 25 speakers and over a dozen sessions, there is content for all within the Salesforce ecosystem, even if you aren’t in the nonprofit sector! The event is being recorded for those of you who can’t make it and you need to register for the event, regardless if you can attend the day of.

Recap

Remember how last week we had so many events? Well I sure do. The Salesforce hosted events started with 3 Tips for Building a Strong Sales Forecast in 2021, where we got an accurate picture of what to expect for sales teams in 2021. Then in Elevating Your Faculty & Staff Experience we were provided with support models for remote teaching and how to deal with an influx of COVID-19 cases, regardless if staff and students are on campus or working remotely. We got more insights on Salesforce and TableauCRM in How Insurance Carriers Can Improve Distribution with Analytic & Insights. We got to help sales teams maximize revenue opportunities, create and maintain team alignment, clarify rep goals, and understand customer needs in Sell From Anywhere: How to Transform Account Planning with Salesforce Anywhere.

Then we had all of those community group events; 7 to be exact. A (January NPUG) Office Hours was hosted by the Seattle, WA Nonprofit User group. We got a recap of Dreamforce, Cactusforce, and Winter ’21 highlights in the Albuquerque, NM Admin groups Albuquerque Community Group Virtual Meeting / Winter ’21 Highlights and Salesforce Events Recap.

Portland, OR Marketer group had Pardot Resolution, which consisted of an open talk session to discuss your goals for using the platform this year. We learned more about Before Save Flows in Overview of Before Save Flows from Denver, CO Developer group. In Marketing Cloud Scripting and Templating Languages introduced us to AMPscript, SSJS, and Guide Template in Marketing Cloud from the Oklahoma City Marketer group. The Las Vegas, NV Admin group talked about the best Spring ’21 Releases in Third Thursday Coffee — New Year, New Goals, New Release. We ended our week with information about Tableau, TableauCRM and Einstein in the San Antonio, TX Admin groups Tableau or TableauCRM — What is Going on with Salesforce Analytics Platform? Tweet us @mkpartners and let us know your thoughts!

Also, make sure to let us know if you think there are any events worth mentioning and what event you are excited about this upcoming week. And, as always, we will see you in the cloud.