Here’s Everything You Need To Know About Flows In Salesforce

Salesforce is all about managing your valuable data in a way that allows you to provide personalized services to your customers. The CRM platform allows you to record, store, track, and analyze records that facilitate the automation of a range of processes. Right from sales and marketing to accounting and app-building, Salesforce helps you optimize your data with a few simple clicks.

One of the key highlights of Salesforce is the fact that it allows users to automate business processes. Whether you need to manage your leads, create customizable reports, or move your Salesforce data using Salesforce data migration tools, the CRM platform helps you leverage a number of tasks performed by your team members. This helps your employees save time and effort that would have been otherwise invested in undertaking manual processes. Salesforce flows allow users to work smart instead of hard by automating business processes.

What Is A Flow In Salesforce?

A Salesforce flow, also known as Lightning flow, is an application used for automating complicated business processes. It allows users to gather specific datasets and performs automated processes using the same. Salesforce users can build individual flows based on their needs and preferences with the help of Flow Builder. Flow Builder allows you to develop code-like logic without the need for a programming language. This makes the process of building Salesforce flows easier and faster.

Types Of Salesforce Flows

Salesforce flows can be divided into five major categories as follows:

Autolaunched Flows

These Salesforce flows can be used for running automated tasks in Salesforce. They can be invoked by users from process builder, Apex class, record changes, set schedule, or platform events.

Schedule-triggered Flows

These are autolaunched flows that can be launched at a specific time and for a specific frequency for every record in batches. These flows run in the background for automating your business processes.

Screen Flows

These Salesforce flows have a distinct UI element and require inputs from Salesforce users. You can launch screen flows either as an action or embed them as an element on a Lightning page.

Record-triggered Flows

These are the autolaunched flows that run in the background when a user creates, updates, or deletes Salesforce records.

Platform Event-triggered Flows

These Salesforce flows run in the background when a platform event message is received.

When Should You Use Salesforce Flows?

Salesforce flows can be created and used when you need to automate complicated business processes. However, it is important to determine the kind of automation required before building a flow. For this, users need to determine where the data required for the concerned process originates from and where it is required to go. Always make sure that you consider whether the required results can be achieved through a Salesforce flow, a process, or a workflow field update.

When Should You Not Use Salesforce Flows?

Here are some common situations wherein you should avoid using Salesforce flows:

  • It is never advisable to create a Salesforce flow when a complicated logic is involved that can be managed better with an Apex code.
  • Creating a Salesforce is not an ideal option when your Salesforce edition limits the number of flows a user can create. Salesforce Essentials and Professional editions provide users with a limit of five processes per process type and five flows per flow type. While operating on these editions, it is advisable to use a process.

How To Build A Flow In Salesforce?

Here are the major steps you need to follow for building a flow in Salesforce:

  1. Start by opening the Flow Builder.
  2. Type “Flows” into the Quick Find Box in Setup. Select the option of “Flows”, followed by clicking on “New Flow.”
  3. Select the flow type based on your requirements, followed by clicking on “Create.”
  4. Now, drag the elements you are willing to use to the canvas. Every element represents a specific action that can be executed by the flow, such as reading/writing Salesforce data, executing business logic, displaying information regarding flow users, collecting data from flow users, manipulating data, etc.
  5. Connect the selected elements to ascertain the order in which they need to be executed during the run time. Make sure you connect the “start” element to another element to begin the flow.
  6. Once the elements are connected, save the flow.

After you have created a Salesforce flow, always make sure that you test it before activating the same.

Difference Between Salesforce Flows And Processes

Users often get confused between flows and processes in Salesforce, using the terms interchangeably. Here are the major differences between the two:

  • Salesforce processes are more user-friendly with respect to setup and management as compared to Salesforce flows.
  • Flows allow users to add screens to enter data, while processes do not provide you with this facility.
  • A Salesforce flow can be invoked by users, triggered by a change in the records, or scheduled to run at a specific time and with a specific frequency. On the other hand, a Salesforce process runs automatically when the required criteria are met. Users can also invoke a process by creating one using the Process builder.
  • While Salesforce flows can be paused by users, processes cannot be paused and keep running until the criteria are being met.
  • While the actions of Salesforce processes are executed in the order of their appearance in the process definition, flows often have a more complicated order of operations.
  • Salesforce flows can be used for cycling through multiple Salesforce objects (related and unrelated). On the other hand, processes are limited to the base and related Salesforce objects.
  • While processes can be triggered only after a record has been saved, users can design Salesforce flows to be triggered when records are created, updated, or deleted.

The Final Word

These were some of the most basic yet important aspects you should know about Salesforce flows. Effective creation and configuration of Salesforce flows allows you to streamline some of the most complex business processes, increasing the overall productivity of your organization.



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Everything You Need To Know About Migrating Legacy Data To Salesforce CPQ

Salesforce CPQ is one of the most commonly used Salesforce offerings when it comes to sending quotes to clients. It allows users to price their products according to their configuration, create suitable quotes, and send the same to the clients through suitable platforms.

Salesforce CPQ applications take into consideration a range of customizations, discounts, quantities, and optional features to help the user quote prices in a quick and accurate manner.

Owing to the modern and automated functionality of Salesforce CPQ, companies across the globe are shifting from their old legacy ERP systems to the new CRM applications. However, making such a shift and adapting to the new platform is not easy. In order to move your legacy data into Salesforce CPQ, it is important to take into consideration aspects such as data migration, configuration, business logic, and much more.

Why Should You Migrate Your Legacy Data To Salesforce CPQ?

Conducting Smarter Sales

Moving your legacy data into Salesforce CPQ allows the modern application to follow a strategic approach in accessing your customer database. Salesforce CPQ helps you guide your sales reps in all their tasks to ensure smart and successful sales.

Increased Automation

Salesforce CPQ allows you to automate a number of sales processes, including the generation of suitable quotes by understanding the requirements of your clients.

Increased Accuracy

With Salesforce CPQ, your sales reps can undertake their processes quickly without worrying about their accuracy. The platform guarantees about setting the exact and desired level of pricing according to your requirements. Moreover, the platform allows you to automate approvals to streamline precise transactions.

Better Assessment Of Profitability

Salesforce CPQ provides users with tools and features for analyzing sales structures, making sales forecasts, undertaking deal-making analysis, and much more. This helps your sales reps and management to improve the assessment of profitability.

Reducing Sales Cycle

Moving your legacy data to Salesforce CPQ allows you to shorten your sales cycle to a great extent. As the platform automates the process of generating quotes and delivering them to the clients, it cuts down the time taken by your sales reps to nurture the leads captured. This helps your sales team to generate more leads in a shorter span of time.

Increased Productivity

Salesforce CPQ guarantees users about minimizing errors in pricing and generating quotes with lower lead time. This allows your sales reps to optimize their resources and make the most of the automated tools provided by the Salesforce offering, leading to higher productivity.

Getting Started With Data Migration

While migrating data from legacy ERP systems to Salesforce CPQ, you need to consider specific prerequisites to ensure that all the dependencies are migrated effectively along with your database. For example, if you are migrating a contract into Salesforce CPQ, you need to ensure that you migrate its associations to the concerned account and the opportunity as well. This makes for complete migration.

However, if the concerned account already exists in your Salesforce database, you need to map the relevant properties of the account to the respective Salesforce objects for auto-populating the fields when you migrate the contract.

Another important prerequisite for migrating data into Salesforce CPQ is to clearly define the type of data you need to migrate – historical and new data or historical data only. This provides you with a sense of direction and sets the base for the migration process.

The Use Of Data Migration Tools And Execution Sequence

There are several Salesforce data migration tools that would help you move your legacy database to Salesforce CPQ. However, it is important to remember that the migration process would be implemented in a set sequence of stages. Irrespective of the data migration tool you use, every stage holds equal importance and needs to be completed before reaching the next one.

Here are some of the most commonly used tools/methods for migrating your data to Salesforce:

  • Data Loader – Salesforce data loader is a tool offered by Salesforce to its users for bulk importing and exporting data. As you migrate your data using Data Loader, the tool reads, extracts, and loads information into your system from CSV files or a database.
  • ETL Tools – ETL tools the tools dedicated to extracting, transforming, and loading your data. A simple Google search would provide you with a range of ETL tools to choose from.
  • API Integration – This is the method of migrating your database to Salesforce by integrating two applications using REST or SOAP APIs.
  • Third-Party Tools – These are the tools designed exclusively for Salesforce data migration. You can implement these tools based on your specific needs and preferences for moving your data to Salesforce CPQ.

Stages Of Migrating Legacy Data To Salesforce CPQ

While you are selecting an ideal tool to migrate your legacy data to Salesforce CPQ, the most important aspects to consider are the different CPQ stages involved in migrating every record.

At every stage, the data values remain the same. On migration, Salesforce CPQ would process your records and match them with the assigned “To Be” stage. Every CPQ migration stage is guaranteed against the creation of duplicate records when CPQ processes are running. This is achieved by making use of the “Upsert” capability of Salesforce. Salesforce CPQ allows users to undertake concurrent processing of their database to reduce the overall stage execution time.

Here are the stages involved in migrating your legacy data to Salesforce CPQ:

  • Account Stage
  • Contact Stage
  • Pricebooks
  • Product2
  • Pricebook Entry Stage
  • Opportunity Stage
  • Quote Stage (As Is, To Be, and Sync)
  • Quote Line Item Stage (As Is, To Be, and Sync)
  • CPQ Pricing Engine Stage
  • Contract Migration Stage
  • Renewal Opportunity Stage
  • Billing Migration Stage
  • Post Migration Cleanup Stage

Validating Your Data And Processes

One of the key concerns while migrating your data to Salesforce CPQ is to ensure its integrity and accuracy. Ignoring the quality of the data migrated would end up affecting all your business processes carried out using the concerned records.

Here are some of the key aspects to consider to ensure the integrity of your database in the process of its migration:

Being Aware Of Potential Discrepancies

In order to maintain the integrity of your database, it is important to be aware of the discrepancies that are likely to hamper the quality of your data. These issues can occur in any of the following fields:

  • Migration stages
  • Amendments in pricing
  • Amendments in contracts
  • Amendments in renewals
  • Term and subscription
  • Product nesting
  • Quotation transformation

Also, make sure that you avoid making any assumptions regarding the business-related data stored within your system.

Using An Automated Accelerator

Using an automated accelerator or script can help you validate your data in a faster and more effective manner. However, before you run the automated accelerator, it is important to decide whether your data migration process needs “Configuration” or “No Configuration”. Keeping this in mind, manipulate the stages for your CPQ objects.

“Configuration” stands for migrating your legacy data into Quote or Proposal and the object of Product Configuration along with accompanying data into the object of CPQ line item. Here, the data will appear in a cart which can be updated manually at a later stage.

“No Configuration” stands for migrating your legacy data into the line item objects of Quote and Proposal. To ensure the accuracy of your quote finalization, you need to recreate the rules and logic into Salesforce CPQ to trigger the same when your data is migrated. Also, it is important to note that when you migrate your legacy historical data with no configuration, you do not need to run any business logic during the migration process. This is to prevent your old data to get overridden.

The use of automated accelerators or scripts can also help users match their business processes in a more accurate manner.

Reporting On Discrepancy Or Redundancy

The reporting on discrepancy and redundancy is a process that is commonly performed during the Order Migration stage. A successful Salesforce CPQ migration is defined on the existing as well as the new reconciliations giving zero discrepancies.

Some of the most common sources of data discrepancy include:

  • Rounding errors and decimal point resolution
  • Omitting one-time charges, discounts, shipping charges, or taxes during the process of data migration

If you encounter discrepancy or redundancy of data, here are two important ways in which you can resolve the issue:

  • Avoid manual reconciling of migrated orders. This would break the integrity of the entire data migration process.
  • Always make sure that the stages feeding into the CPQ pricing calculation engine match the business logic for triggering events.

Moreover, you can get rid of discrepancies by performing sample runs of customer invoices and comparing the same to ensure their consistency.

The Final Word

This is all you need to know to get started with the process of migrating your legacy data to Salesforce CPQ. If you are new to Salesforce, it is always advisable to take the help of experts and Salesforce professionals to guide you throughout the process.


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Best Salesforce Data Migration Practices For Effective Data Management

Best Salesforce Data Migration Practices For Effective Data Management

Best Salesforce Data Migration Practices

Data migration plays an important role in optimizing your Salesforce environment. Whether you want to migrate data into your Salesforce instance or out of it, it is important to be precise and vigilant in doing the same. Organizations often come across technological and managerial challenges while migrating data into or out of their Salesforce instances.

Best Salesforce Data Migration Practices

It is always important to understand that incomplete and incorrect data would negatively affect your business processes. While you migrate your Salesforce data, make sure that you are dealing with the correct record and make use of automated tools for managing your processes.

Some of the major challenges faced by companies in handling their Salesforce databases include:

  • Difficulty in merging data that is organized and structured differently in the event of mergers or acquisitions
  • Having databases that are managed by incongruent parties within the organization
  • Difficulties in making the older in-house and traditional systems communicate with the latest APIs to undertake specific processes

This is why it is important for organizations to have a clearly defines Salesforce data migration strategy to facilitate seamless data management. It allows companies to make the most of their Salesforce instances and handle their databases in the best way possible.

Here are some of the most important Salesforce data migration practices that an organization should implement to optimize its business processes:

Having A Well-defined Data Governance Plan In Place

Having an extensive and practical data governance plan in place provides you with a clear sense of direction when it comes to migrating your Salesforce records. This helps you ensure that everyone is on the same page all the data migration processes are organized to obtain the desired results.

Keeping your Salesforce database clean and centralized should be given prime importance while charting out your data governance plan. Identify the data being moved in or out of your Salesforce org, have a clearly defined process to add or remove the concerned records, and have decision-makers ensure the execution of the plan.

When your Salesforce data is governed well, it helps you streamline your data migration processes and tackle all challenges that come your way.

Keeping Your Data Organized

This is a minor detail that is often overlooked by organizations. Always make sure that the data to be migrated is organized. If you go ahead with Salesforce data migration without focusing on the quality of data being exchanged, it is likely to affect your system and business processes adversely.

To keep your data organized, make sure that every custom field within the database goes through a thorough vetting process for explaining what the field is, how it will be used, and distinguishing between organized and unorganized data.

This information can be used by Salesforce Administrators for creating validation rules, pick lists, and field dependencies to streamline data mapping. However, there are times when pick lists and validation rules are not enough to determine the quality of data being migrated. In such cases, it is advisable to audit the fields by running regular reports and security checks for assessing the junk data.

Moreover, it is important to understand that keeping your database clean and organized should not be a one-time activity. Make sure that you run security checks and undertake data audits on a regular basis to keep your database organized.

Have A Pilot Data Migration Project

For several organizations, Salesforce is often a newer platform and the employees are not completely well-versed with its functionality. Also, the flexible data structure of Salesforce is likely to come in conflict with the existing systems with lesser data flexibility. This can result in your business processes getting affected in an unwanted manner.

In order to prevent these challenges, it is advisable to start with a pilot data migration project. This helps your team in understanding exactly how the process of data migration would take place and how the records will be added to or removed from your Salesforce org.

Once you implement a pilot project to undertake data migration, your data governance team, and other relevant departments will get a hang of how the processes are carried out. For example, if you have valuable sales data stored within an older and less flexible database, it becomes difficult to obtain value from the records. In such cases, you can filter out the unwanted data bring the legacy data into your Salesforce org by using default data settings. This can be followed by extracting important trends and obtaining valuable insights from the database via Salesforce reporting.

Keeping A Check On Data Integrations

Data integrations play an important role in managing your Salesforce database and are often ongoing processes. It is always important to make sure that the data being integrated conforms to acceptable standards. The most ideal way of doing so is by making use of suitable integration tools. These tools identify specific data processes within your system and alert you with any issues with the concerned records.

However, it is also important to understand the integration tools have their own flaws and one shouldn’t blindly rely on them. The right way to keep a check on data integrations is by having a data integration tool in place as well as having the integration written by a professional who understands the tool. This will result in the system sending you alerts that are more accurate.

Moreover, you can check the quality of your data and look for duplicate records by creating an integration status dashboard with the help of Salesforce dashboard tools.

Implementing Third-party Data Integration And Migration Tools

Irrespective of the quality of your data migration and integration plan, you will not be able to streamline your processes without a robust data migration tool in place. It is, therefore, important to implement suitable data migration and integration tool that automates your processes and provides you with the desired results.

An ideal data migration tool should have the following key features:

  • Easy drag-and-drop tools for building data pipelines and keeping the database clean
  • Highly configurable data pipelines that alert the users in case of potential threats and “bad” data
  • Tools to secure the integration processes behind the firewall with the help of a cloud-based service
  • Provision of experts that help users build an integration pipeline in the absence of in-house professionals
  • Latest technology for data cleansing and verification for ensuring that the data being migrated is clean and not corrupt
  • Provision for scheduling of processes and seamless process automation to reduce manual interference
  • Higher accuracy of processes undertaken
  • A wide range of data targets, including popular cloud data warehouse platforms such as Snowflake, BigQuery, Amazon Redshift, etc., relational databases such as SQL Server, Oracle, MySQL, etc., and REST API.
  • The ability to read from and writing into your Salesforce instance

Apart from preventing developers from going ahead with manual programming, the use of third-party tools helps users in faster implementation of quality integrations. This is essentially because these tools are pre-built and offer built-in data validation features. Also, the third-party tools help users in making sure that the data stored within their systems are always clean ad up-to-date.

Using The Right Salesforce Tools

Selecting the right Salesforce always helps you leverage your data migration processes. For example, using Salesforce reporting allows you to export Excel files and text files from your Salesforce instance to other systems. Data Loader helps you in importing data from external sources to your Salesforce org. An able developer or administrator can implement these tools and use them for creating a seamless integration pipeline without writing codes.

In order to do so, the user needs to have a careful oversight for spotting bad data and issues with data formatting for loading data. Although it requires a lot of precision and effort, it is a good way to start integrating new implementations within your organization.

If your data migration needs are limited and simple, it is always advisable to make use of in-built Salesforce tools to manage your records.

Employing Salesforce API

Salesforce API allows developers to upload and download data using their Salesforce environment. They use Salesforce Object Query Language (SOQL) for retrieving data from Salesforce and writing code to insert or update specific Salesforce objects (standard and custom).

Although it requires manual programming, the Salesforce API is pretty flexible and convenient to use. Developers need specific development resources and integration specifications every time they undertake Salesforce integration.

Some of the key benefits of using Salesforce API include:

  • Reduced need for data entries
  • Saving time in data migration
  • Automating the movement of data between apps to be integrated
  • Reducing the need for a user to run a report manually in order to export the results

The Final Word

These were some of the most important Salesforce data migration practices and strategies that should be implemented within your organization. Before going ahead with a data migration tool or creating a migration plan, always make sure that your database is clean and the processes are in sync with your organizational needs.


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Salesforce Marketing Cloud Implementation Guide

Salesforce Marketing Cloud is the world’s most influential digital marketing platform, allowing you to plan, personalize, and optimize 1:1 customer journeys. It enables you to communicate with customers through various ways, including Journey Management, Email, Mobile, Social, Ads, Network, Predictive Intelligence, Content & Messaging, and Customer Data platforms.

It is the best resolution for your organization because it allows you to reach out to your consumers with the right offer at the right time and in the right place.

Salesforce marketing cloud services include a solution for every marketing channel you use to communicate with your prospects and clients. The utter volume of options available to you can often be overwhelming, leaving you unsure where to begin.

In this Marketing Cloud Implementation Guide, we’ll look at:

1. Who is responsible for what?

Please make the following people aware of their roles, depending on the size of your company:

Marketers: These are platform users who will create campaigns, marketing strategies and manage prospects engagement using Marketing Cloud’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Webmaster: The webmaster will be responsible for implementing the platform’s various apps (Journey builder, automation tools, contact builder, email studio, etc.)

Because the purpose of the Marketing Cloud Implementation is to convert prospects into qualified leads, addressing marketing strategy, and construct journeys to boost efficiency.

Management: It’s good to keep control informed about the cloud implementation because they could wish to produce reports and dashboards to track the platform’s metrics changes.

2. Account configuration Business Units Roles:

Retailing Cloud uses a graded administration organization called Business Units to govern access to information and information exchange.

SAP / Private IP: The Send Authentication Package (CAP) was created to improve deliverability and reputation while sending emails. Its services are the private area, dedicated IP, RMM (Reply Mail Management), and account branding tool.

Reply Mail Management is a solution that automates auto-responder (OOO) responses and unsubscribes requests. One must configure the reply emails to be sent to the Reply-To address that will act on messages.

Send Management: One can save time and effort by using this option. It allows you to build a send classification in a central location for email jobs that can be reused for many emails send definitions by combining these parameters: Sender profile, CAN-SPAM priority, and Delivery Profile.

File Transfer Locations: Each implementation is assigned one Enhanced FTP, a safe and versatile file transfer protocol. It must be configured for you to be able to import and export files, as well as run reports on your computer.

3. Data Management

Data management: It is critical for a variety of reasons. Data is gathered from various sources, including CRM, websites, apps, and file import. To accommodate these multiple data segmentation demands, the following data management features are available.

Lists: The Marketing Cloud Email Application’s default method of storing data in an index. It only necessitates a minimal amount of setting and setup. Emails are sent to your subscribers using lists. When you join a new subscriber to your list, they will automatically be added to All Subscribers (Master database for your account).

Data Extension: Because lists have limits and can only be used to add subscribers, data extension addresses this by allowing you to construct custom databases for your subscribers as well as any other form of data.

Product Catalogue, Activities Tracked, business, store information, Warehouse, and Product SKUs are a few examples. Make a sendable data extension related to All Subscribers when creating a data extension to store subscribers.

Contact Builder: It is a fantastic program that comes with various tools that provide you access to your account’s contact data. The contact builder allows you to manage and link data from external sources. It also gives you a unified view of your customer’s interactions with your company.

This can help you better recognize your client’s behaviour and wants, allowing you to improve and personalize customer encounters depending on the data you’ve gathered.

4. Creating Templates, Forms, Landing Pages, and Microsites

One has two options for creating an email, a form, or a landing page:
Use Marketing Cloud’s tools or paste HTML code. If you want to alter the code or use the AMP script in either scenario, you may need IT assistance. This can help you boost engagement by allowing you to use advanced personalization and dynamic content.

You’ll also need the assistance of a webmaster to embed the Web Collect (form) code into your webpage. Cloud implementation capabilities can automate repetitive processes (such as emails, social media, and other website actions) to make your marketing team’s job easier. It will allow them to be more productive and concentrate on the essential things.


This is a three-part Welcome series program that your new subscribers signed up for. The first email will be sent, followed by the second and third emails, sent to the subscriber when a certain amount of time has passed.

Create three email messages, a subscriber list or data extension as a subscriber source, and an attribute or field that contains the date indicating when the subscriber enrolled in the list or data extension to run this program.

During the customer lifecycle, the Welcome series playbook has the highest open and click-through rates. It would help if you made a lasting impression on your customer so that they will want to come back for more.

Automation Studio:
Using this drag-and-drop interface, you may automate various tasks by creating a workflow and setting a timetable. You can create a workflow to unzip a file, transfer tracking data, or filter data to deliver targeted and relevant messages, for example.


Salesforce Marketing Cloud is a dynamic environment. You (and your team) will be familiar with the basic features once you’ve successfully implemented the Marketing Cloud as your primary marketing tool.

The platform’s advanced capabilities so that you can stay current with marketing developments. Thankfully, unravelling the Salesforce Marketing Cloud (SFMC) deployment strategy is as simple as wearing a ball of yarn once you have the starting point.

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What Is Salesforce Integration?

Salesforce Integration

Salesforce Integration

Salesforce has been helping organizations in handling their customer databases for over two decades. It provides users with the right mix of process automation and personalization to tailor their services based on the specific requirements of the clients.

However, if you are willing to extend the functionalities of the CRM giant and merge it with another suitable platform, you can do so with the help of Salesforce integration.

What Is Salesforce Integration?

Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience. It allows you to provide your team with an ideal mix of features pertaining to both platforms.

Salesforce users often face the issue of reconciling data between two platforms and switching between them while performing specific activities. Salesforce integration relieves them from this problem and provides them with a centralized platform to work on.

For example, Salesforce PayPal integration would allow you to use your Salesforce org as a payment gateway. Similarly, Salesforce Twilio integration would streamline your communication processes with your clients.

Salesforce Integration Processes

There are two major approaches to carry out the process of Salesforce integration – App-based and code-based.

App-based Salesforce Integration

As the name suggests, app-based Salesforce integration is carried out using dedicated applications. These apps allow users to integrate the data between two apps and develop a unified platform with a few simple clicks.

In order to integrate your Salesforce CRM with suitable applications, you would need a robust and smooth integration platform that facilitates the seamless transfer of data between the two applications.

Some popular third-party apps that facilitate effective Salesforce integration include Zapier and Jitterbit among others.

Salesforce Integration


Code-based Salesforce Integration

Apart from using dedicated applications, Salesforce integration can also be carried out with the help of a programming language. The use of Apex is the most common example of code-based Salesforce integration. It is a proprietary programming language having a syntax that is similar to Java. 

Some of the core benefits of carrying out code-based Salesforce integration using Apex include:

  • Built-in support for Salesforce Lightning Platform
  • Simple to use and easy to understand language
  • Suited for different API versions
  • The programming language can be hosted on the Lightning Platform and entirely controlled by the same

Different Ways To Integrate Salesforce

Salesforce integration can be carried out for different layers within your CRM platforms, such as data, user interface, and business logic.

Business Logic Integration

Business logic integration involves using Apex Web Services for Inbound and Apex Callouts for Outbound for handling business logic across different applications and accomplishing end-to-end business processes.

User Interface Integration

This integration revolves around permitting users to enter different applications from a single unified platform. The approach here is similar to that of Facebook, where multiple application vendors can post content on a single platform.

Data Integration

With data integration, you can use REST or SOAP APIs for allowing a centralized application in your organization to act as the key source of a specific business object. Such integration does not require any coding and cannot be used for implementing any custom logic.

Salesforce Integration Checklist

Before you go ahead with Salesforce integration, make sure you adhere to this checklist to ensure a smooth and effective integration process:

Extensive Planning

The most important aspect of Salesforce Integration is developing an extensive implementation plan. Just like any other project, the integration process requires you to create a project timeline and clearly define the objectives you are willing to achieve.

Make sure you list down all the technical requirements for the integration along with the key goals to be achieved. Have a clear mission and vision before you start with the implementation. Make sure you identify the owner and data involved in the integrated application to be created. Also, make sure you have a complete understanding of integration standards and practices while charting out the plan.

Understanding Both The Applications

It is important for a developer to understand both the applications that they are willing to integrate, one of them being a Salesforce app. In order to be well-versed with the apps, it is advisable to spend more time preparing the data required for integration. This would help the developer in understanding the dependency of both the applications with each other. 

It is also important to ensure that both applications have the same data architecture to undertake smooth and seamless integration. Lastly, it is important to make sure that APIs are enabled on both the applications and focus on API limits before going ahead with the integration process. Salesforce Integration is part of Salesforce. 

Understanding The Processes Involved

Along with the applications to be integrated, it is important to be well-versed with the processes you need to carry out using the integrated platform. This will help you provide your team with a platform that is tailor-made according to their needs and preferences. 

In order to understand the processes involved, make sure that you identify the endpoints in both applications. Check the provision for effective connection to carry out custom integration and third-party integration tool. For each of the applications involved, determine the performance of data delivery to ensure smooth and hassle-free transfer of data. 

Moreover, to make prevent unauthorized access of data and unwanted data breaches, it is advisable to use IP Whitelisting. This would limit the users allowed to access your data and allow only trusted users to make changes to your database.

Important Considerations Before Salesforce Integration

  • Reviewing API limits for both the applications
  • Identifying the integration type (real-time or batch integration)
  • Monitoring authentication of the system
  • Creating custom API to call third-party APIs for necessary additional data
  • Understanding configuration options available
  • Being aware of the information not to be transferred between the two platforms


The Final Word

Salesforce integration allows developers to enhance the functionality of Salesforce and help users save their time and efforts in using tools pertaining to different platforms. Whenever you plan to go ahead with Salesforce integration, it is always advisable to take the help of integration experts to obtain the best results.

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11 Tips for boosting SEO with Salesforce Commerce Cloud

Salesforce Commerce Cloud SEO or SFCC is an e-commerce platform that streamlines the analytics and reporting of large and medium scale businesses.

The main aim of SFCC is to generate new clicks for online businesses by ranking them on the top of search engines. Thus, with SFCC, you can grow the ranking of your business and get noticed by customers online.

On average, 40% of people who buy things online begin their buyer journey searching search engines.

SFCC helps you build a search strategy by maximizing your ranking on search engines, thus boosting your organic ranking and boosting your sales.

Salesforce Commerce Cloud SEO gives businesses these advantages:

1) Grows your online traffic by ranking your business at the top of search engines

2) Boost the ROI of your business by acquiring costumes organically

3) Improve the conversion of your sales activities by targeting customers on search engines.

4) Assist you in creating URLs that are SEO friendly and define your product and attributes

5) Increase your brand presence by improving your page ranking

This article will look at Salesforce Commerce Cloud SEO and give you tips on how you can rank your website and get various advantages by using this cloud-based software.

Build an optimal SEO strategy

With Salesforce Commerce Cloud, you can develop a high-performance SEO services strategy that increases your organic traffic, Boost sales and CTR and increase your GMV. In addition, Salesforce Commerce Cloud helps you build your online storefront for shoppers and search engines to navigate. With SFCC, you can build a rich site architecture that loads quickly and helps you rank your page.

Set clean, user-friendly UrLs  

Salesforce commerce cloud allows you to set URLs that are unique and are easy to remember by customers. With this software, you can set URLS with different variables according to your online positioning and product. In addition, URLs by SFCC are clean and effortless to remember. The software will also inform you if you have duplicate urls and automatically redirect to its preferred structure.

Create Custom Metadata

Every page on the internet has custom Metadata that helps it get ranked on search engines. With SfCC, you can create custom URL data that is recognized by search engine crawlers. Furthermore, SfCC makes it easier to generate custom Urls that inherit the parent’s page custom data. In addition, SfCC ensures that all your titles and descriptions are easy to edit.

Create engaging content 

The more content you have on your webpage, the more likely it is that your page will be noticed by crawlers and be differentiated from the competition. You can use user-generated content to get more attention from search engine crawlers. User-generated content such as reviews and comments are a great way to create content on your website that converts users into customers.

Compress files 

SEO Expert know that your website’s speed and usability are other factors that affect your SEO ranking. To get the best results, it is recommended to compress your CSS, HTML and Javascript files. By compressing your files, you can ensure better speeds for your website that is preferred by website crawlers. Once you minimize the files on your website, use PageSpeed Insights to see the results.

Create Internal Links        

Internal links help Google bots and crawlers find your deeply hidden pages with ease. You can access the internal links of your website through the boiler page section of a page, i.e., headers and footers of content, image links etc. Avoid anchor text that is too spammy, like ‘Click here and only use anchor text where it is extremely necessary.

You can link your product pages to brand pages by using long-form descriptions. Again, third-party integration with Bloomreach will give you the best results.

Leverage SEO features 

SFCC offers a number of SEO services that allow you to create customizable 404 pages, analyze broken URL links, configure ALT tabs, optimize digital imaging servicing and more. In addition, SFCC helps you build an optimal SEO strategy that increases your ranking on search engines.

Leverage canonical tagging 

Canonical tagging tells websites that a specific URL represents the master copy of the page. Canonical tagging solves the issue of multiple or duplicate contents showing on different URLs. SFCC lets you build custom storefront URLs that define product attributes and descriptions.

Segment your XML sitemaps 

Using SfCC, you can split up your XML sitemaps into a product, brand, or content (which iis landing pages, descriptions, guides and more).

Splitting up your XML file, Google an idea of how you want your content crawled. It simplifies the job for crawlers as it tells them how you want your content crawled. For example, you may want the product page of your website crawled more often than your about page. By segmenting your XML sitemap, you give more attention to these pages rather than pages of lesser value to your business.

Prioritize your crawl budget 

Many large businesses have websites that are too many pages to crawl. For example, an SfCC site may have 50,000 URL or more. You can use directives in your robot.txt file to direct crawlers to the URls you want to be crawled. Setting up a robot.txt file for this purpose notifies Google of the pages that you do not want to be crawled on priority and tells crawlers the most important pages to be crawled. Doing this can get your attention from Google about pages that need to be crawled and have the highest site traffic, impressions and click data.

What should you do with discounted product pages

Discontinued pages should be given attention to if you wish for your site to rank on google. A discontinued page may be a product page that is now out of service. Customers landing on this page may increase the bounce rate once they see that this page is no longer in use.

What are the best options to deal with discontinued pages? 

404 response: some products have a quick life cycle and quickly go out of stock. In that case, a 404 response with a quirky message that the page no longer exists may help. You can also create a link that takes customers back to the product catalog page or provide a feed of similar products.


With the above steps, you can ensure that SFCC boosts the SEO of your website. if you are intrested to seo or Digital Marketing then you can join Digital Marketing Training in Pune.  We is a hub of multinational software companies, business enterprises and abundance of startups.

Follow these steps with the Salesforce Commerce Cloud SEO so that your website is noticed by crawlers and ranks on Google organically.

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How To Integrate Salesforce With QuickBooks

Third-party integrations have always been some of the major benefits of using Salesforce. Users can get their Salesforce CRM integrated with an array of apps and services to extend its overall functionality. It allows them to operate on a centralized platform instead of having to switch between different applications.
The Salesforce QuickBooks integration is one such integration that is loved by the users of both platforms.

QuickBooks is a popular accounting platform that helps users in developing on-premise and cloud-based accounting solutions for their businesses. It helps you in keeping a track of your financial transactions, manage payroll, take note of invoices generated/received, and manage income and expenses out from a unified interface.

When you integrate Salesforce with QuickBooks, you can undertake automated accounting processes on your CRM database. The integrated platform allows you to keep a track of all the financial processes carried out within your organization, taking your accounts and contacts into consideration.

This provides you with a single unified platform for performing accounting and CRM activities on the same set of data. Instead of having to use a different platform for managing accounts and tracking financial processes, the integrated platform allows Salesforce users to save their time and effort by working on a single UI effectively.

How To Connect Salesforce With QuickQuicks

There are two major ways in which you can undertake the Salesforce QuickBooks integration – by installing an application and through custom development.

Installing An Application

The most commonly used method of carrying out Salesforce QuickBooks integration is by installing an application that allows you to connect the two platforms. a quick visit to Salesforce AppExchange will provide you with several applications to choose from.

These applications require you to create accounts on both platforms and integrate your data in a seamless manner. Intuit, Avankia, and Boomi Atmosphere are some of the most popular applications on AppExchange that help you integrate Salesforce with QuickBooks.

Custom Development

The other way of carrying out the Salesforce QuickBooks integration is through custom development of the application. Intuit, the parent company of QuickBooks, has released its own software development kit for organizations to implement and customize the platform according to their specific needs and preferences.
You can get in touch with professional developers that would help you create a customized solution for integrating the two platforms. However, this is a more expensive alternative due to the fees charged by the developers. Nevertheless, you will get an integrated platform exactly the way you want it to be.
Important Considerations Before Integrating Salesforce With QuickBooks

Here are some of the important things you should keep in mind before going ahead with Salesforce QuickBooks integration:

Make sure which version of QuickBooks you are integrating Salesforce with – desktop or cloud
Ascertain whether you want a one-way or a two-way integration between the two platforms
Do you need the system to update records in real-time or do you want to schedule the update of your records?

Ascertain the type of approvals the users would need for updating a transaction into your QuickBooks accounting system

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Make sure you are using the right Salesforce edition that has been certified to work with QuickBooks
Calculate the estimated return on investment on carrying out the integration
Make sure that your Salesforce integration and QuickBooks business process flow match to carry out seamless integration

Once you are through with these considerations, if you need help then you can hire salesforce developer. you can go ahead with integrating your Salesforce org with QuickBooks. The integration is bound to help your sales reps and your accounting team in streamlining their processes.

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Salesforce Managed Services: Why Your Company Needs Them

Salesforce is a fairly vast platform with a number of tools and features. It has been helping organizations handle their customer database for more than two decades. However, it is important for companies across the board to use the CRM platform in an optimum way.

Simply getting the platform implemented within your organization will not allow you to make the most of the platform. You need to ensure its smooth functionality, make regular upgrades, carry out integrations, and keep an eye on errors to use Salesforce in a proactive way.

This is where Salesforce managed services come in.

These are the proactive Salesforce Support services that help an organization implement and operate the CRM platform in the best way possible. Right from development and deployment to consultation, these services take every little aspect of the platform into consideration.

Some of the major activities in Salesforce Managed Services include:

  • Implementation – Managed service providers help organizations deploy the CRM platform and specific Salesforce Clouds according to their needs and preferences.
  • Consulting – These Salesforce Consulting services include providing comprehensive assistance to Salesforce users and building a powerful implementation/operational strategy.
  • Customizations – These services include customization of Salesforce tools like dashboards, reports, campaigns, etc.
  • Integrations – These services include combining the data and functionality of Salesforce with a third-party platform or service to leverage its overall usage.
  • Data management – These services overlook the import, management, and export of valuable data collected by Salesforce users with the help of powerful ETL tools.
  • Salesforce Training – These services revolve around providing technical and managerial training to Salesforce users, helping them use the CRM platform better.
  • Salesforce Support – The support services include providing personalized support to the users such as fixing bugs, auditing, regular system checks, and many more.

Why Do You Need Salesforce Managed Services?

Here are some of the key reasons why your organization needs Salesforce managed Services:

Cutting Down Your Costs

If you hire an in-house Salesforce specialist to provide you with Salesforce-relates services, it will always be an expensive decision as Salesforce specialists are in high demand and the platform is pretty vast to handle. Hiring a specialist on a salaried basis will drain you off your funds even when your Salesforce org does not require any assistance.

Instead, opting for Salesforce managed services will allow you to pay as and when you avail of the services. This provides a high level of flexibility that allows you to pay only for the services you receive, helping you save money.

Access To Specialized Expertise 

On hiring a Salesforce specialist, you may find them get engaged in other priorities of the organization as they are ties to the company. On the other hand, Salesforce managed services give you access to specialized expertise as and when you need them, without having any other affiliations with your organization. All you need to do is mention your requirements and you will have an expert(s) who is well-versed in the concerned area to help you out.

Letting You Focus On The Core Business Areas

If you try and let your in-house IT team focus on the implementation and ongoing maintenance of your Salesforce org, it would take their time and attention away from the core business areas.

Salesforce CPQ (previously Steelbrick), on the other hand, is a purchasable add-on, that is installed as a package to be used either with Sales or Service Cloud

Instead, availing of Salesforce support services allows you to let the experts do their job while you and your team can focus on the more pressing issues of your organization that require more time and attention.

Resorting to Salesforce managed services as opposed to hiring full-time Salesforce experts is the best alternative for businesses of all scales to optimize their use of the CRM platform.

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7 Benefits Of CRM-driven Messaging

Communication is the heart of any marketing and sales activity. For your product or service to be sold to your target audience, you need to communicate with them at every stage of their buying journey for winning their confidence and locking the deal.

Over time, marketing communication has gone through an array of changes. It all started with newspapers and tabloids, leading up to social media marketing. Businesses and customers have been introduced to several communication channels to facilitate effective marketing, be it emails, telephones, televisions, or billboards.

Today, most organizations use emails, social media, and SMS to communicate with their target audience. Whether it is posting social media ads, sending promotional emails, or creating SMS marketing campaigns, brands have successfully reached the screens of their audience for influencing their buying decisions.

However, it is almost impossible to keep a track of every single customer and their needs using traditional techniques. Simply having a list of customers and their contact details no longer work. The need for personalization has increased exponentially over the years and businesses need to send the right messages at the right time to the right people.

This is where the benefits of CRM messaging lie.

What Is CRM-driven Messaging?

As the name suggests, CRM-driven messaging is the process of communicating with your target audience by integrating your channel of communication with CRM.

In simple words, it is the process of tracking incoming and outgoing messages using a CRM platform. CRM provides you with all the details about all the customers (past, present, and potential) catered by your organization. When you use this platform for communicating with them, it makes marketing easier, more effective, and fruitful.

CRM-driven messaging can be implemented for sending messages on social media, sending emails, and delivering text messages. It helps you in using the details stored within your customer database to create messages, send them, and use the incoming messages to perform specific actions using your CRM platform.

Here are some of the key benefits of CRM messaging that helps you communicate better:

Benefits Of CRM-driven Messaging

  1. Effective Lead Management

CRM-driven messaging helps you manage all your leads right from acquisition until the deal is closed. When you use your CRM platform for sending and receiving messages, you can associate specific actions and responses for each of your leads.

For example, if you are a Salesforce user and have implemented a Salesforce SMS app, you can feed in the responses from your contacts pertaining to your promotional messages directly into your sales pipeline. This helps you organize your database streamline your business processes.

  1. Managing Multiple Leads

Owing to the ever-increasing number of customers in every sector of the industry, it is humanly impossible to manage one lead at a time. This will not only slow down your processes but also make you lose a bunch of lucrative opportunities.

CRM-based messaging helps you manage multiple leads at the same time. CRM platforms have different tabs for different customers. Each of these tabs can be handles individually along with managing other contacts. For example, if one of your customers has initiated a purchase and the other wants to opt-out of your services, you can draft different messages and send them to both customers at the same time.

CRM-based messaging helps you manage all your conversations and deals from a single platform. This helps you save time and coordinate between different communication channels effectively.

  1. Automation Tedious Processes

There may be times when you need to send the same message to hundreds of customers through different channels. CRM-driven messaging helps you automate this process with features like bulk messaging and scheduled messaging.

With the help of bulk messaging, you can create a single message and send it to a large bunch of contacts at the same time. If you want to send specific messages to specific contacts at a specific time, you can schedule your messages and forget about it.

This way, you can save yourself from putting in extra effort where it is not required, spending your time on the core business issues.

  1. Tracking Messaging History

It is always good to have a record of all the messages you send and receive. If you use CRM platforms for communicating with your customers, you can keep a detailed track of the history of communicating with every single contact.

Irrespective of the kind of conversation and the outcome of the same, CRM helps you record all relevant details on a centralized platform. This always acts as a good reference in case of confusion or conflict.

  1. Better Response Rate

As compared to emails, CRM-driven messaging gives you an improved response rate. This is because these messages are less mechanical and more interactive than emails.

Also, when you approach your customers using CRM, you are well-versed with their specific likes and preferences. When you are striking all the right chords, it is very difficult for the customer to not respond!

  1. Uniformity In Voice

In the age of immense competition, it is important for every organization to have its unique voice. If you have different sales reps contacting your customers using traditional messaging techniques, there will be no uniformity in this voice.

With the help of CRM, you can have specific templates, tones, and ways of communicating that will remain common, irrespective of who is sending the message to your customers.

  1. Increased Personalization

Today, marketing is all about personalization. Customers engage with businesses because they want to feel special. You can no longer use generic messages for interacting with them.

CRM-driven messaging helps you in creating and delivering messages that are in sync with the specific likes, dislikes, needs, and preferences of your customers. Also, as a customer moves along your sales pipeline, you can be there for them at every stage until they make the final purchase.

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The benefits of CRM-driven messaging are never-ending. It is highly advisable that you switch to this mode of communication before it is too late!

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All About Salesforce Health Check

Health is considered very important and is one of the indispensable aspects that need to be taken care of every time. The same applies in the case of Salesforce where the Security Health Check is required after a fixed interval of time so as to make the implementation processes error-free. It is also done to ensure the productivity and efficiency of the working system.

If you are working as an administrator, you definitely can use the health check tool for the identification and fixation of the risks and vulnerabilities that may occur in the settings of Salesforce Health Check.

The baseline of health check

All these potential problems can be handled on a single page and finally, we can get the health check score that can summarise the measures to be taken against the baseline of the Security Health Check.

The salesforce base standards are one of the measures to check security and regularly check the health of Salesforce. The security checks are available both in case of Salesforce classic and lightning experiences in favour of the addition such as professional and unlimited.

You also need to assure that some user permissions are required for going the health check and exporting the custom baseline. This permission is needed for viewing the Salesforce Health Check and manage the health check is required for importing the custom baselines in the form of user permission.

Methods of fixation of risks

The fix risk buttons are used for changing the settings but not all settings can be transformed using such buttons. If you are not able to find the setting on the fix risk screen, then you have to make the changes manually by using the edit link which is available on the health check page.

The fixation of the risk limitations can be done with the help of either calculating the health checks for the creation of the custom baseline for Salesforce Health Checkup.

There are certain baseline file requirements that need to be imported successfully so that you can be sure that the file and other associated settings are helping in meeting the requirements of the system using Salesforce Optimizer.

Calculation of health check score

For the calculation of the health check score, we need to apply the proprietary formula that helps in measuring the extent of working of security settings that are able to meet the requirements of the baseline standards for their help in the selection of the custom baselines.

You need to see the working of those settings that are exceeding the compliance that is helping to raise the score of health check-up and verifying all the settings which are at risk and considering some problem with the lowest score.

If you want to check your health score you need to consider the four risk categories which include medium risk, high risk, low risks, and informational. These are the four categories of risk that majorly affect the score of the health check of Salesforce where you can see the high-risk setting bear the maximum weightage.

For the consideration of the lowest settings, the settings count the least, and the other settings such as medium – risk settings, live in the middle of the count and helps in making the settings according to the factors and parameters that are prevailing or impacting the standards that are already being created.

Percentage risk score

You can make the recommendation according to the percentage of the risk. If the percentage score is the line between 0 and 33 you can recommend that the higher risks are associated with the system and their health needs to be improved soon.

If the percentage is between 34 and 66, the recommendation should be in the favour of remediation of the high risk that a prevailing for the short term and also the risk called medium risk existing in the long term.

If the percentage is lying between 67 and 100 then you need to proceed with the process of reviewing the health check after a regular interval for the remediation of the risk factors.

Creation of custom baseline for Salesforce Health Check

For maintaining Salesforce Health Check, you can complete the work of importing the customized baseline so that you can make a comparison of the security settings existing in your org with the standards created by you in context of Security Health Check. You can also compare the security settings with the sales force at amended standards and improve things accordingly.

You can consider one example of a kind of industry or a business where you can make the creation of a custom security baseline using the standards known as- FINRA standards.You can also go ahead with importing the health check custom baseline and try to meet every requirement with the help of the settings created by you.

It is one of the very important facts that you are not allowed to add or delete any kind of settings that are related to a health check from the files but you can make a transformation associated with the values and risks.

If you want to make the creation of a custom baseline for the health check you need to export all the baseline standard files by making the selection of export baseline that is available in the base and control menu.

The importance of XML files

You can also make the editing process of the XML file using the text editor. Also, you can make the adjustments of the categories of the risk for the customisation of your health check scoring.

You can also make the modification in the setting values by making the changes in the custom baseline file requirements but there is one limitation that you are not allowed to change certain values and settings that contain some restrictions in the form of value options.

Parting tips

Hope you got enough idea of checking the health status of Salesforce regularly. The security health check is one of the powerful means of maintaining the productivity and feasibility of all the implementation processes within the Salesforce organization. Try to calculate the health check-up score regularly and maintain an effective working process.

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