Do you own a company that receives a lot of emails? Have you assigned employees for segregating emails into categories and then transferring these emails to the concerned section in your company? If so, then here’s a solution to your problem, which saves not only your investment in terms of money but in terms of time as well.
With the help of Salesforce Einstein you can create a system that automatically categorises all your emails and forwards it to the concerned section. You just need to provide the model with the data mapped to labels, that is, provide the emails that your company has received in the past along with their mapping to departments. This data can then be used to “train” Einstein. Once this model is trained on the data provided by you, you are good to go!
Automatic Email Classification Using Salesforce Einstein
Lead Assignment Through Salesforce Einstein
Are you still assigning Leads to owners manually? Have you been investing a lot of time analysing whom should I assign this Lead to? If so, here’s a solution to all such problems. With Salesforce Einstein all of this process can be made much simpler.
Einstein analyses the description of the Lead and accordingly assigns it to the owner.
Once the owner is assigned through Einstein he/she can be notified through EMail using simple Apex code.
Lightning Data Service in Salesforce
For Lightning components, Salesforce added a new Feature - Lightning Data Service (LDS) in its Winter ‘17 release. We can use LDS in our Lightning components to perform various CRUD operations like create, read, update or delete a record without the use of any Apex code. This automatically gives us enhanced performance and UI consistency.
Quickbook Online Integration With Salesforce
Overview
We provide the services to integrate Quickbook online functionality with Salesforce CRM. We also prepared a Quickbook online app which provides bidirectional syncing between Quickbook online objects customer, invoice, products and payment with Salesforce objects account, invoice, product and payment.
Google Analytics Dashboard on Einstein Analytics
Google Analytics provide a lot of useful data related to our website like users, sessions, new users, pageviews/session, session duration, channels through which users are coming, regions from where we are getting maximum hits and a lot more. By using this data we can know boost our business.
But how to convert this data into useful information? Yes you are right, by using Salesforce Einstein Analytics.
METEOR AND SALESFORCE INTEGRATION
METEOR
Meteor is a Javascript framework written on top of Node JS. Meteor is basically used for hybrid application (web browser, Android, iOS) development. Meteor supports Full Stack web development. Meteor applications are mostly written using HTML, CSS, Javascript (ReactJS, AngularJS, VueJS, BlazeJS), jQuery etc. on client-side. For server side Javascript can be used as Meteor being written on top of Node JS, and Node JS supports Javascript on server side also.
Salesforce is a cloud based Customer Relationship Management (CRM) software. Salesforce can also be used as database in Meteor based applications.
METEOR : AN INTRODUCTION
“Meteor is to Node.js as Rails is to Ruby.”
Key to Meteor is hidden in its name only: speed. If you want to develop reactive hybrid application (for iOS, Android and Web Browser) on Node JS, in less duration of time, then Meteor or Meteor JS is perfect choice.
Meteor is a free open source MVC (Model View Controller) based Javascript Web Framework. Meteor is written on top of Node JS. Meteor is Isomorphic Development Ecosystem, i.e. same code can be used on both frontend and backend. Meteor application uses Javascript on both frontend and backend that’s the reason behind Meteor being referred asFull Stack Javascript Framework.Meteor was developed by Meteor Development Group on January, 2012. Latest stable release of Meteor is 1.6, released on November, 2017. Figure below depicts overview of Meteor platform.
Salesforce Opportunity Dashboard on Einstein's Analytics
Salesforce Einstein Analytics(Wave Analytics) is a new cloud based analytic tool that will help you to create powerful reports and dashboards from your large amount of enterprise data. Also Wave Analytics enables anyone to get immediate access to powerful data insights through its point-and-click visual interface of your org. A user could get instant visualizations that show how your business is doing.
We have made some advanced charts in Einstein's Analytics on Salesforce Standard Objects- Opportunity, Account and Case.
ARTIFICIAL INTELLIGENCE AND SALESFORCE EINSTEIN
Artificial Intelligence is concept of allowing machines, softwares to mimic humans in task of learning, analysing, understanding, decision making etc. AI is powered by large amounts of data. AI has been around for decades but became popular recently. The main reason for this change is increase in amount of data and availability of cheap and efficient hardwares.
Today the world is generating digital data at a such rapid rate that 90% of data in the world has been generated in last two years and it is predicted that during next eight years, the amount of digital data produced will be 40 zettabytes which is the equivalent of 5,200 GB of data for every man, woman and child on Earth. The type of data created is expanding across almost every industry such as Healthcare, Telecom, electronics, manufacturing, entertainment etc.
DATA MIGRATION FROM RAISER’S EDGE TO SALESFORCE’S NONPROFIT SUCCESS PACK(NPSP)
RAISER EDGE
Raiser Edge is software that is used by Nonprofits to raise funds and to do online marketing. It is helpful for non-profit organization of different scales to operate their office and generate funds.
It helps in managing online donation, registration, email communications and targeted fundraising campaigns – to acquire, engage and cultivate donors.
Custom Password Change Page For Community Users
Overview
Salesforce communities come with an inbuilt password change functionality. However, we can override this functionality to implement a custom password change page for users to provide them with a more personalized outlook. For this, we can either customize the default password template in Visualforce or create new password change pages to use in place of the default page.
Domain Branding in Salesforce
Overview
While working with Domain Branding the main challenge is Security. It become crucial when it comes to authentication and confidential data. For security Salesforce have it’s own security mechanism. Salesforce use secured protocol (HTTPS) for the authentication of users. and provides them access of data and service based on their permissions. We are highlighting the details for domain branding in Salesforce.
Smart Barcode
Smart Barcode is Lightning ready Salesforce Application. This app is used to generate the Barcode and convert any Text to the Barcode. User can use this app for any field in any Standard and Custom Objects.
Smart Barcode can be used, lets take an example of organizations where Salesforce is used to track hardware and print inventory items as barcodes. This will allow them greater ease of processing hardware and also the remote agents could use it to scan barcodes of remote hardware to confirm receipt.
Campaign Member Cloning
We often receive requests from customer that requires creating identical contacts or leads to support their business campaign. As there is no standard feature to clone campaign members in lightning design, it becomes a monotonous task to create same contacts/leads number of times and users used to the Salesforce finds it hard to do as it comes as a standard feature in native Salesforce. The component Astrea has developed, identifies this and solve the problem by providing the cloning functionality.
View two - level child hierarchy for any Account, Contact and Custom Object
Object Hierarchy is a free Salesforce native app on AppExchange. It graphically displays two level child hierarchy related to a particular record. If used within an account record, it will display all child contacts, accounts, Opp etc. of the related account and also the children of the child object.
The App displays two level child hierarchy related to a particular record in Salesforce Org where user can Expand and Collapse the Hierarchy as per their requirement.
KayakoConnect: Integrate Kayako to Salesforce 2-way
KayakoConnect is a free Salesforce app available on appexchange KayakoConnect. This app connects Kayako with Salesforce and Salesforce with Kayako i.e. two-way connection is established through this app. It supports point and click graphical UI which is simple and easy to use.
The app provides bi-directional sync functionality hence a wide variety of features are available for connecting Salesforce to Freshdesk and vice-versa.
Check the health of your Salesforce Instance with Astrea’s Org Scanner
Have you ever faced the challenges of having your Org populated with unwanted and sometimes harmful data, despite having a number of rules and strict Governance Policies your Org captures unwanted data. Have you ever thought of having an automated tool that checks the health of your Org, i.e. that checks the data and instance it contains. Well considering these regular unwanted situation for a Salesforce User Astrea has combined a set of rules to form an App that checks Code Quality, Metadata and Other Metrics.
Visualise Live Dashboards in Salesforce Instance
We had a requirement from one of our client, they want us to show the Live Dashboards/Reports on Salesforce Objects in Salesforce using Standard functionality. We suggested a workaround using Klipfolio as Salesforce Dashboards are not live and reports used in these charts are scheduled to refresh after a certain interval of time. The minimum interval for reports refresh in Salesforce is once in a day.
Field Service Management Using Salesforce
Field Service Mobile Apps most commonly refers to companies who need to manage installation, service or repairs of systems or equipment. It can also refer to software and cloud-based platforms that helps in field service management. Its is basically an online system that helps organizations deliver efficient services onsite by tracking requests or activities.
An outstanding field service app is the one which plays an important role in customer satisfaction. If the complaints and requests are figured out and solved on time, the customers are always content with the app.
Campaign Member Helper
The Campaign Member Helper is a Lightning component that allows users to search for leads/contacts and add them to a campaign as campaign members. The component also supports deletion of campaign members.
The key features of the components are:
- Replicating the functionality of adding campaign member through search using a s imple button click.