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Platform events in Salesforce
Salesforce

Platform Events In Salesforce

Salesforce Platform Events are data-contained messages that are secure and scalable. Businesses now use them to integrate Salesforce business processes with external apps by exchanging real-time event data. 

Platform Events is based on event-driven software architecture that allows an application to identify “Events” or critical business moments in real-time and act on them. 

But what exactly is event-driven software, you might ask? Event producers, event consumers, and channels create event-driven software architecture. Because it decouples event producers from event consumers, the architecture is ideal for large distributed systems. This simplifies the communication model in connected systems.

Each Platform event message is published to the event bus, where they’re stored temporarily and can be retrieved using a CometD (Streaming API) client.

Critical features of Platform Events in Salesforce

  • Allows programs to communicate inside and outside of Salesforce using an event-driven messaging architecture.
  • It is made up of event producers, event consumers, and channel operators (Event Bus)
  • Publishers and subscribers exchange information through events.
  • One or more subscribers can listen to and act on the same event.

Understanding Platform Events in Salesforce

Let’s take a look at some often used vocabulary and what exactly they are to grasp better what Platform Events are and how they work:

#1 Event

In a business process, an event is a significant state change. For example, placing a return order is essential since the relevant department anticipates receiving notification before processing the transaction.

#2 Event message

It’s a message with information on the event. An event message could, for example, be a notification about a return that includes information about the reason for the return placement.

#3 Event producer

An event producer is a publisher who sends out the event message.

#4 Event channel

A series of events in which an event producer sends out event messages, which event consumers read, is an event channel. The channel for platform events is either for a single platform event or a custom channel that collects event messages from many platform events.

#5 Event consumer

A channel subscriber who gets messages from the channel is an event consumer. Consider an order fulfilment app that receives notifications when a new order is placed.

#6 Event bus

The event bus uses a time-ordered event log to ensure that event messages are kept and delivered in the order in which they are received.

Types of Platform Events

The two different types of Platform Events in Salesforce are:

  1. Standard PE- These are the Salesforce-provided pre-defined events. The following are some examples of Standard PE:
  • AssetTokenEvent: Keeps track of OAuth 2.0 authentication.
  • BatchApexErrorEvent: This event logs errors in batch apex jobs.
  1. High-Volume PE- These are customized PEs that may be used to effectively publish and process millions of events and grow your event-based apps.

Subscription in Platform Event

The Platform events can be subscribed to in the following ways:

  • Apex Trigger: To subscribe to incoming events, create an “after inserting” Apex trigger on the event object. Event notifications are received by triggers from various sources, including Apex and APIs.
  • You can also use Lightning Components to subscribe to a Platform Event.
  • CometD can also be used to subscribe to events in an external app.

Defining Objects and fields in Platform Events

You can follow these easy steps to define a custom object in Platform events:

  • Enter Platform Events in the Quick Find box in Setup, then pick Platform Events.
  • Click New Platform Event on the Platform Events page.
  • Create a Notification platform event with the following settings:
    • Notification as the name of the label.
    • Notifications as Plural Label
    • Notification is the name of the object.
    • Real-time notifications as the Description 
  • Save the file.

Use of Platform Events in Salesforce

Here’s a rundown of how Platform Events are used in Salesforce:

  • Platform events are an essential element of Salesforce’s corporate communications platform and are used to provide custom notifications. The platform includes an event-driven messaging system that allows programs to communicate inside and outside of Salesforce.
  • Real-time Event Monitoring Object- Salesforce event objects store the event data for most Real-Time Event Monitoring platform events.
  • In a Shield Encryption org, you can encrypt platform event messages while they’re stored in the event bus for added security.
  • Platform event messages are published using an API by external apps. Insert events in the same way as you insert objects to publish them. To create platform events, you can utilize any Salesforce API, such as the SOAP API, REST API, or Bulk API.

Wrapping Up

Platform events in Salesforce make it easier for businesses to communicate and respond to changes without writing sophisticated logic. Its unique feature is that publishers and subscribers can exchange real-time information through events. Also, one or more subscribers can listen to and act on the same event.

To get the most out of this Salesforce feature, ensure you work with the best Salesforce development company like CEPTES. A global Salesforce service provider with over a decade of experience, CEPTES can help you accelerate the business value of your Salesforce.com investment through consultation, digitalization, and innovation. Click here to learn how to avail customized Salesforce solutions.

 

Dreamforce 2022
Dreamforce

Dreamforce 2022 Day 1 Highlights: All you need to know

The biggest event of the year 2022, Dreamforce, has finally started at Moscone centre in San Francisco. This conference by Salesforce is getting bigger and bigger with every passing year. This year 1,71,000 people from all over the world have registered for this mega event, which is also a record-breaking moment for Dreamforce.

The four days of empowerment, innovation, fun and giving back are all live. This year, Dreamforce is focusing on the ideas of customer trailblazers, the companies that are changing the game and connecting their customers in whole new ways.

 

CEPTES Software is also a part of this world’s largest software conference that has brought transformative success stories, sessions, innovation, problem-solving solutions and much more. As a proud sponsor, we were lucky to catch the first-day highlights closely for you all.

The first day at Dreamforce 2022 started with the live keynote by Salesforce CEO Marc Benioff. In his statement, he welcomed all the communities of developers, admins, IT, and trailheads for the event. Following it, the magic of Dreamforce has begun. On the first day, the event covered a lot of essential keynotes, sessions, studio shows and much more. 

It is crazy that Dreamforce has over 2300 sessions and so many other activities that they planned for the participants, including activities on the Dreampark. 

Quick Highlights of Day 1 at Dreamforce 2022

#1 Live and On-demand content is the Future: The way how live and on-demand content takes place in all our lives today is entirely amazing. Apps like Netflix and Amazon Prime have wholly changed how content is consumed. We are now in the era of live and on-demand streaming, where we can see anything and everything we want. 

Salesforce+ brings the authentic experience to its B2B consumers, where they can consume conferences, sessions, and all worthy B2B events. This digital-first experience comes with binge-worthy series and episodes wholly tailored according to the interest and role of the B2B viewer. Salesforce+ has started with hundreds of on-demand sessions, four channels and a dozen live sessions. 

#2 Salesforce is inviting every company across the globe to be a “Trusted Enterprise”: In his start of the speech at Dreamforce Day1, CEO Marc Benioff clearly stated that somewhere we all are facing the trust crisis, customers somehow developed mistrust towards the companies that serve them. 

So to overcome this, Salesforce has come up with a playbook titled “The Trusted Enterprise”. This playbook is designed explicitly for businesses to earn and win the trust of their customers, employees, partners and communities. This playbook highlighted the areas including- Trust, Sustainability, Customer-first, Health & Safety and Digital headquarters. 

#3 Slack is the star of the show in Dreamforce 2022: In Dreamforce 2022, Salesforce considered Slack the new digital headquarters. Companies embracing the remote environment can create a more productive and inclusive workspace with Slack. 

The CEO of Slack Technologies, Stewart Butterfield, took a session on Day1 at DF22, unveiling the new product innovation and spotlighting customers like Walmart, IBM, and McKinsey using Slack to empower their workplace.

Also read: The much awaited arrival of CEPTES Data Management Suite for Salesforce At Dreamforce 2022

In a nutshell

Day1 at Dreamforce2022 was full of fun, thrilling, excitement and learning. Trail Blazers across the globe have enjoyed a lot on Day1. Our CEO and Directors, Priya Ranjan Panigrahy, and Harish Kumar are participating in Dreamforce 2022. They said a lot about day1 at Dreamforce 2022. Stay tuned with us on all our social media channels to know more about and get updates about what’s happening in Dreamforce. 

Follow us on: LinkedIn, Instagram, and Twitter

 

CEPTES Software Announces a Comprehensive Data Management Suite (DMS) for Salesforce
Data Management Suite, Dreamforce, Press Release

CEPTES Software Announces a Comprehensive Data Management Suite (DMS) for Salesforce

The Data Management Suite (DMS), exclusively built for the Salesforce platform, is a complete suite of solutions offered by CEPTES that includes native & external data archive, data & metadata backup & recovery, file management & collaboration, & auto document generation solutions.

SANTA BARBARA, CA, US, September 16, 2022 – CEPTES Software today announced that they are offering a complete Data Management Suite (DMS) for Salesforce at Dreamforce 2022.

CEPTES Data Management Suite offers multiple solutions including data archiving (native using Big Objects & external using multiple cloud/on-premises platforms), data backup & recovery (external cloud/on-premises platforms), file management & collaboration (external storage integration), and document generation through DataArchiva, DataConnectiva, DataBakup, XfilesPro & DocuPrime. 

In today’s world, where data is considered as one of the most critical factors for any business success, CEPTES DMS empowers customers to choose any of the above solutions to meet any specific data/file needs in Salesforce or use the entire suite to completely transform their data management needs.

Comments on the News

Commenting on the news, CEPTES’s Co-founder (Products) Mr. Harish Kumar said “Our next-gen Data Management Suite for Salesforce offers a strong value proposition for businesses of every size & industry. As we offer multiple solutions under one umbrella, customers will have the power to choose the right solutions that their business needs. I am looking forward to showcasing our entire Data Management Suite at Dreamforce 2022.”

CEPTES is a Navigator Sponsor at Dreamforce 2022. CEPTES is exhibiting at booth #341, showcasing the advanced capabilities of their Data Management Suite (DataArchiva, DataConnectiva, DataBakup, XfilesPro & DocuPrime) for Salesforce along with their other AppExchange applications & Salesforce service expertise. 

Salesforce, Dreamforce, and others are among the trademarks of salesforce.com, inc.

About CEPTES

CEPTES is a pure-play Salesforce platform-focused company that offers innovative business solutions on the world’s #1 cloud platform. In its 12+ years of inspirational journey, they have enabled 1000+ companies across industries in transforming multiple key business verticals. Widely considered as a leader in offering end-to-end Salesforce data management solutions, building future-ready products, & delivering managed services, CEPTES has 7+ extensively popular AppExchange applications including DataArchiva, DataConnectiva, DataBakup, XfilesPro, DocuPrime, RealE360, and 200OK. 

To know more, please visit: www.ceptes.com

Sambit Kumar Samanta
CEPTES Software
+1 607-304-3229
media@ceptes.com

CEPTES Software Announces DocuPrime on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace
DocuPrime, Press Release

CEPTES Software Announces DocuPrime on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

CEPTES’s customers can now benefit from DocuPrime by automatically generating documents of any type within Salesforce with just one click.

SANTA BARBARA, CA, US, September 16, 2022 – CEPTES Software today announced it has launched DocuPrime on the Salesforce AppExchange, empowering customers to generate documents of different types in Salesforce with just a single click. DocuPrime, which will be a part of CEPTES’s Data Management Suite for Salesforce along with their other popular AppExchange applications DataArchiva, DataConnectiva, DataBakup & XfilesPro, will enable businesses to automate their entire document generation process by using highly intuitive & customizable pre-built templates to enhance business efficiency.

Integrated directly with Salesforce, DocuPrime is currently available on AppExchange at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000ON3fyEAD 

DocuPrime for Salesforce

Being 100% native to Salesforce, DocuPrime offers one single platform to create complex business documents on the fly for different business verticals such as Sales (MSA, NDA, Contract, Quote, Order), Finance (Invoice, Demand Note, Payment Receipt), Partner/Vendor Management (MSA, NDA), HR & Recruitment (Offer Letter, Increment Letter, Experience Letter), etc. 

With features like existing template export, template access control, customized template creation from multiple objects, support for popular e-signatures, bulk document creation, and real-time document pre-filling, DocuPrime will help customers simplify their document generation process, maintain document consistency, reduce errors, avoid rework, improve efficiency, save time and costs.

Comments on the News

CEPTES’s Co-founder (Products) Mr. Harish Kumar commented, “I am extremely happy with this particular product launch as we have been looking to have a document generation app for Salesforce in our Data Management Suite for quite some time now. Document generation is a common business need & a lot of our customers have been asking for this for a long time. I am proud of the team for this innovation & looking forward to taking DocuPrime to greater heights.”

“DocuPrime is a welcome addition to AppExchange, as they power digital transformation for customers by completely automating the document generation process in Salesforce,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”

About Salesforce AppExchange 

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers, and entrepreneurs to build, market and grow in entirely new ways. With more than 7,000 listings, 10 million customer installs and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge. 

Additional Resources

Salesforce, AppExchange and others are among the trademarks of salesforce.com, inc.

About CEPTES

CEPTES is a pure-play Salesforce platform-focused company that offers innovative business solutions on the world’s #1 cloud platform. In its 12+ years of inspirational journey, they have enabled 1000+ companies across industries in transforming multiple key business verticals. Widely considered as a leader in offering end-to-end Salesforce data management solutions, building future-ready products, & delivering managed services, CEPTES has 7+ extensively popular AppExchange applications including DataArchiva, DataConnectiva, DataBakup, XfilesPro, DocuPrime, RealE360, and 200OK. 

To know more, please visit: www.ceptes.com

Sambit Kumar Samanta
CEPTES Software
+1 607-304-3229
media@ceptes.com

RealE 360
Real estate, Salesforce

CEPTES Announces the launch of RealE 360 on Salesforce AppExchange, the World’s Leading Enterprise Cloud Marketplace

RealE 360 is a Salesforce native Real Estate CRM platform designed to support realtors in automating the pre-sales, sales, and post-sales workflows & processes.

Bengaluru, 15th September 2022– CEPTES today announced the launch of its 100% native Real Estate CRM platform known as RealE 360 at Dreamforce 2022.

To help brokers, agents, property managers, and investors manage the lead acquisition, lead nurturing, marketing, sales & payment, CEPTES Software has introduced RealE 360- a comprehensive Real Estate CRM, on Salesforce AppExchange.

The integrated platform of RealE 360 confers businesses with enhanced Sales ROI, improved agent productivity, streamlined processes, and reduced sales expenses. The best thing that makes RealE 360 a front runner in the market is its premium features that take care of all the aspects of a real estate business.

RealE 360 is available to customers on the Salesforce AppExchange at RealE 360: A Powerful All-in-One Real Estate CRM.

Comments on the News 

“After successfully launching various native Salesforce applications for the data management industry, we decided to pivot to a new industry with lots of challenges and scope. To our research, real estate is one of the most effort-consuming industries as it is a mixed bag of processes. So, we simplified realtors’ jobs by designing a solution that eliminates manual labour and takes the business up a notch.” Mr Priya Ranjan Panigrahy, CEO and co-founder of CEPTES Software, explains the reason behind the inception of RealE 360.

Mr Vipul Khandelwal, the Product Owner of RealE 360, highlights the idea behind the integrated Real Estate CRM, “The main idea behind RealE 360, is to automate workflows and enhance the Sales ROI. RealE 360 does an excellent job of covering many real estate factors, including complete property management, lead and customer management, partner management, inventory management, document management, and process automation.”

“RealE 360 is our endeavour to provide real estate organizations with unique, user-friendly technology for 360-degree real estate business growth, which not only reduces their budget but also helps them save time. I’m ecstatic to see that we were able to turn our vision into a practical reality. RealE 360, in my opinion, will be one of the next major real estate solutions for companies seeking technological transformation.”

CEPTES Sponsoring at Dreamforce 2022

CEPTES is a Navigator sponsor at Dreamforce 2022. CEPTES is exhibiting at booth #341, showcasing its diverse Salesforce service capabilities, Real estate Automation application (RealE 360), Native Integration application (200 OK) & the Data Management Suite (DataArchiva, DataConnectiva, DataBakup, XfilesPro, DocuPrime).

Salesforce, AppExchange, Dreamforce, and others are among the trademarks of salesforce.com, inc.

About Salesforce AppExchange

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies, developers, and entrepreneurs to build, market, and grow entirely new ways. With more than 7,000 listings, 10 million customer installs, and 117,000 peer reviews, AppExchange connects customers of all sizes and across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.

About CEPTES Software

CEPTES is a leading cloud service provider that offers innovative business solutions on the world’s #1 cloud platform. In its 12+ years of inspirational journey, they have enabled 1000+ companies across industries to transform multiple key business verticals. Widely considered a leader in building future-ready products & offering managed services, CEPTES has 7+ vastly popular applications, including DataArchiva, DataConnectiva, DataBakup, XfilesPro, DocuPrime, RealE 360, and 200 OK.

To know more, please visit www.ceptes.com.

Media Contact

Ceptes Software 

media@ceptes.com

 

 

Salesforce PDO
PDO, Salesforce PDO

CEPTES Announces Ankur Desai as Vice President for PDO

CEPTES SOFTWARE, a leading Salesforce development company, announces its new executive hire for its renowned PDO division.

Bengaluru, September 05, 2022 – CEPTES Software announced Ankur Desai as its new Vice President for the PDO division

CEPTES’s PDO division is helping enterprises with their SaaS-based requirements globally. With a team of certified Salesforce PDO experts, CEPTES assists organizations in thriving on the AppExchange.

Ankur, “In a short period, CEPTES has been recognized as a leading PDO partner and successfully delivered to 15 clients in the past year. It has served clients(ISVs) across the industry sectors and developed solutions for many business problems.

As part of the PDO (Product Development Outsourcer) Service offering, CEPTES provides Advisory and Consulting services, AppExchange Product Development, and Post listing (Go-Live) services.”

More About Ankur Desai

Ankur has over 22 years of functional and leadership expertise in the IT industry; most recently, he joined CEPTES as VP of PDO. In his last role, Ankur served as Strategic Program Leader for Hybrid Cloud Services for UKI Market in IBM, a renowned technology company.  

Ankur has IT services and products experience across industries and holds specialities in Complex Programs and Product Portfolio Management; IT Managed Services, Account Delivery, CxO Relationship, Contract Management, IT services Delivery, IT Strategy & Governance, IT Services and Cloud Transformation, Product Management and Digital Transformation, Telecom Mobile Data Platforms, IT security and compliance, Vendor & Partner Relationship, IT Budgeting, People Management.

Comment on the news

Ankur is the right leader for the PDO division, said PriyaRanjan Panigrahy, CEO of CEPTES Software. Ankur’s extensive experience, knowledge and skills will help the PDO division and allow us to expand our services to more and more enterprises globally.

Ankur, “I’m very excited to join CEPTES SOFTWARE as Vice President,” said Ankur Desai. Adding to it, Ankur said- As a leader, I have a flair for finding optimum collaborative solutions and the ability to implement them qualitatively. Inducing innovative solutions in various environments to attain a larger goal is something I count on.”

Further he added, Developing and launching commercial apps on AppExchange is a complex project to manage various aspects of the application life cycle like Business Model/Value proposition, Architecture & UX design, Development, QA, Release Management and Security Review, AppExchange Listing, Package Review & Optimization, Product and Marketing support etc.

This is where PDO partners like CEPTES can help with their expertise to minimize the efforts and cost and achieve a faster time to market.

About CEPTES SOFTWARE

CEPTES is a leading cloud service provider that offers innovative business solutions on the world’s #1 cloud platform. In its 12+ years of inspirational journey, they have enabled 1000+ companies across industries to transform multiple key business verticals. 

Widely considered a leader in building future-ready products & offering managed services, CEPTES has 7+ vastly popular applications, including DataArchiva, DataConnectiva, DataBakup, XfilesPro, DocuPrime, RealE 360, and 200 OK

To know more, please visit www.ceptes.com.

Media Contact

Ceptes Software

media@ceptes.com

 

Salesforce Career
Salesforce Developer

5 Common Mistakes To Avoid When Starting A Salesforce Career

In a short time, Salesforce development has evolved into the most demanding service in the IT world. As a result, Salesforce developer has become a high-paying IT job with much room for growth. It also allows individuals to put their talents to the test and demonstrate them, ensuring job satisfaction. 

According to market research, the typical Salesforce developer salary in the United States is $120,000 per year or $61.54 per hour. Starting salaries for entry-level positions start at $100,000 per year, with most skilled professionals getting up to $150,000.

This guide is a must-read for anyone interested in becoming a renowned Salesforce developer.

Also, this guide will assist you in determining the best path to your goals. We’ll also go through the top mistakes every Salesforce developer should avoid when starting their career.

Salesforce developers: A quick overview

Salesforce Developers are accountable for overseeing and enhancing the technical aspects of an organization’s Salesforce instance to assist the organization in achieving its specific business goals through unique Salesforce development. Salesforce developers often use three core technologies, including: 

  • Apex
  • Visual force
  • Lightning component framework

Salesforce developers use Salesforce’s robust CRM platform to manage various tasks. They can build plans and deploy specific software solutions for businesses by meeting with department heads and project managers.

These Salesforce developers can develop and maintain useful apps and software, including employees and clients. They’ll also combine third-party suites and native software that the organization already uses. 

Below are the key roles and responsibilities of Salesforce developers, which every organization expects or looking for:-

  • Custom Salesforce development.
  • Make project timelines and development planning.
  • Application functioning is tested, troubleshot, and maintained.
  • Creating documentation for Salesforce employees and serving as a knowledge resource.
  • Work in an Agile development environment.
  • Collaborate with the Salesforce team regularly to better grasp the scope of technological limits and solutions.
  • Create code that is both clean and functional.
  • Create software that can handle a large volume of requests. 
  • Working with customer-facing interfaces is a plus.
  • Expertise in Salesforce CRM development.
  • MYSQL, Apex, JavaScript, Native, and VisualForce are all skills must-have.
  • MavensMate or Eclipse experience is a plus. 

The overview and roles & responsibilities for Salesforce developers areas you’ve seen. Now, let’s move forward and discuss, 

Also read: Salesforce Career Path: A Complete Guide to look out in 2022

Top mistakes every Salesforce developer must avoid

Here are the critical mistakes that every Salesforce developer must avoid:

#1. Never depend on many resources

Salesforce developers frequently do this to learn as much as they can about the stuff available on the Internet. However, they must recognize that not all resources are trustworthy or provide high-quality information. Some people may take you down a path that isn’t worthwhile. Only a few websites offer helpful Salesforce development tips and discussions. 

#2. Not taking requirements seriously

As they don’t fully comprehend the requirements, Salesforce developers overlook critical steps. Every project has its own requirements, and a lack of understanding can lead to future mistakes.

One of the most critical things you can do is look over the Salesforce development documentation and plan as often as possible. When clients anticipate a one-of-a-kind result, Salesforce developers must deliver.

It’s also crucial to verify and validate the customer’s requirements. Regular progress communication is critical at every level of the development cycle to ensure that the requirements are on a relatively similar page. 

#3. Not following the trends 

Keeping up with new resources and developments in the developing sector can be challenging. As a result, maintaining consistency in programming processes is critical. Additionally, use the most recent libraries, implementations, and technical advancements. 

Salesforce developer career

#4. More focus design part instead of the development part

Experts in Salesforce development make the technical mistake of obsessing about the software’s design. While aesthetics are important, functionality is critical. However, in a rush to attract their first clients, developers overlook the importance of fully functional software.

The functionality of the software should take precedence over its appearance. The features supersede the appearance. The goal should be to create user-friendly software with a good design and navigation system.

The most critical component in ensuring a positive user experience is utility. Clients are more interested in software that can assist them in solving problems than visually appealing software.

#5. Establishing data types and fields inappropriately

There are multiple data types in Salesforce that store various kinds of information. Text fields, lookup values, and picklist fields are common examples. It’s critical to select the appropriate data types. If done wrong, however, it might result in data loss because all of the records stored incorrectly are destroyed.

This problem can also occur when creating custom objects; therefore, ensure you know what type of object your database table will be before employing any Salesforce automated function. 

Salesforce developers

Conclusion

Salesforce developers are currently at the centre of attention. By avoiding the mistakes mentioned above during the Salesforce development process, Salesforce developers are more likely to accomplish the desired results.

Are you looking for a potential team of Salesforce developers to help you with your dream project? Reach out to us today. We are a leading Salesforce development company that helps companies globally with the best Salesforce-based products and services. Our team of certified Salesforce developers will help you with the best solutions.

Connect with us today and learn more about how Salesforce works and how it will bring value to your dream project. 

Salesforce PDO
Salesforce PDO

How does PDO work? The process and benefits of using PDO in 2022

Salesforce has become a widely used CRM platform among businesses today. With more than 6000 add-ons, Salesforce allows you to do almost anything to fulfill your customers’ demands. However, this can also make it difficult for Salesforce users to keep up with the platform and get the best out of it.

Today, having a good Salesforce team isn’t enough in the competitive business world. This is why big and small companies are choosing to partner with Salesforce PDO. PDOs are familiar with managing packages for scalability and modularity and dealing with many customer host orgs.

In this post, we discuss what PDO is, what types of PDO exist, and what are the benefits of using PDO. 

What is Salesforce PDO?

PDO is an acronym used for Product Development Outsourcer. Salesforce PDOs represent a diverse group of consulting partners and vendors with experience developing commercial AppExchange applications. They also help businesses with third-party integrations, technical configuration, implementation, and customized development.

These outsourcers deeply understand the Salesforce ecosystem and can build apps to support various business lines in multiple organizations. Many companies outsource PDOs to deal with the technical functionalities of their Salesforce org to provide the best solutions. 

Much like any other Consultants, there are tiers within the Salesforce PDO, depending upon the domain expertise and the relationship between the PDO and Salesforce. The levels are as follows: 

  • Tier 1- Certified Specialist 
  • Tier 2- Certified Navigator
  • Tier 3- Specialist Navigator 
  • Tier 4- Master Navigator

Benefits of using PDO

A good Product Development Outsourcer (PDO) can save your company time, money, and headaches. They understand the Application Lifecycle Management Processes, among other things and have mastered the security review as seasoned Salesforce specialists. Other such advantages include:

1. Bringing your Product Idea to life

During the conceptualization and development of a product, PDOs do competitive analysis, technology risks, user interviews, project risk assessment, mitigation paths, and proof of contacts. They also ensure that your prototype and design are a go-to marketing strategy so that you can efficiently navigate through the product development journey.

They can not only develop the product for you but also “pressure test” your product concept ahead of time through a thorough discovery process to ensure a product-market fit that will result in the planned outcomes.

2. Experts at Handling Projects

PDOs are Salesforce professionals with extensive knowledge of the complete technology spectrum of projects and are more than competent in handling any stage of the development process. They can also manage the entire technical scope of any Salesforce project, from ideation to app deployment on AppExchange or project delivery for implementation projects. They collaborate with your business team to ensure that you don’t have any technical project needs problems.

They can assist you through rigorous and complex Salesforce reviews with their skills. One such process is technical documentation. The PDO team can help your business get more out of a product or app idea by preparing and transferring technical documentation, codebase updates/improvements, press kits, integration APIs, and pre-sales campaign data.

3. Building Apps On AppExchange

PDOs are very familiar with Salesforce’s AppExchange ecosystem. There is no better way to get listed on AppExchange than to partner with a PDO.

Developing apps for the Salesforce AppExchange differs significantly from developing apps for other platforms. Salesforce demands extensive technical knowledge of best practices, patterns, and scalable methodologies, so becoming a Salesforce ISV is a complicated and time-consuming process. Because PDOs primarily handle custom development, integrations, and app deployments, you can focus on the most significant business and product challenges. They understand what it takes for a product to become commercially viable and successful.  

4. Well-versed in the security review process

The Salesforce Security Review process is complicated. It is tough to understand, and extensive process and preparation might take a long time. Without an expert’s knowledge and consultation, it is quite impossible to get through the review independently. 

Let’s face it- you don’t know what you don’t know, which is why working with a PDO is so beneficial. They know what to expect because they always do it by helping you create a plan to pass Security Review. No matter what stage of the development process you are in, a PDO will take care of the security process.

5. Cut Cost and Time

PDO helps companies to save money and time. Using a PDO to manage your project is both faster and less expensive. You’ll pay less in the long run, and your software will be available sooner.

Your staff will be able to concentrate on their current tasks rather than a new project on an unfamiliar platform. Because PDOs work in the Salesforce ecosystem every day, they can quickly navigate the Salesforce ecosystem and manage complex processes throughout the app development process. Another benefit of working with PDOs is that they can multitask and frequently collaborate with your business team to ensure that technical project needs are met.

Summing Up

PDOs should be regarded as a feasible AppExchange Application go-to-market strategy. They can aid businesses in collaborating as support staff to improve user adoption, which leads to faster client acquisition. Only a PDO with experience in various industries can understand the issues you and your clients will face.

Want to know more about PDOs? Contact us HERE

 

Integrating Third Party Application
Salesforce Integration

How to integrate Salesforce with third-party applications?

 

There’s no doubt that Salesforce is the most popular CRM software in the world. However, just like any other CRM platform, integration is also an essential part of Salesforce.

Businesses can integrate their Salesforce CRM platform with various CRM platforms to streamline their operations, add an extra layer of effectiveness or put things to good use. Third-party apps and software such as Google Cloud, MailChimp, QuickBooks, WhatsApp, LinkedIn and Dropbox, to name some.

So, how can your business integrate third-party applications into your Salesforce CRM? Moreover, what are the challenges that you might face while doing so? Let us find out the answers to all these questions.

What is Salesforce Integration?

Salesforce Integration is the solutions and processes generated for efficiently and effectively integrating two software, i.e. Salesforce and a third-party application.

A proper Salesforce Integration uses APIs to communicate between Salesforce CRM and other third-party systems. It provides a more holistic and full-fledged view of the different departments functioning within an organization.

It further brings consistency by collaborating the data from various departments, such as HR, finance, marketing etc., so it can be monitored effectively. This further brings consistency and eases the scope of work across all fronts.

Benefits of Salesforce Integration For Your Business

Since we’re aware of what Salesforce Integration is, let us understand the benefits and advantages that it brings along. Here’s a list of benefits for your business that Salesforce Integration has.

  • An enhanced information accuracy across all platforms by collaborating data and eliminating duplicate data.
  • Effective communication which keeps your customers engaged and active
  • Automation of business workflows, without any requirement for complex coding and configuration structures
  • Innovative methods to ensure an increased team productivity
  • Better collaboration and integration across various organization functions provide seamless communication, reducing the delays and time it takes to track a prospect. Hence, securing you more revenue.

Tools You Can Use For Implementing a Successful Salesforce Integration

Now that we’re aware of what Salesforce integration is, let’s figure out the right tools you might need to execute your Salesforce Integration flawlessly. We’ve divided these tools into three categories for a better understanding.

1. Salesforce Native Tools: These tools ensure seamless integration between the Salesforce CRM and any other application developed and designed by Salesforce. One of the significant examples of this kind of tool can be AppExchange and the MuleSoft Anypoint platform.

While the former is like a store for searching for the perfect third-party app, and then Salesforce recommends installing it in your CRM, MuleSoft is different. MuleSoft Anypoint facilitates a seamless integration of third-party apps, which is incompatible with Salesforce.

2. App-native Tools: App-native tools are one of the significant reasons behind Salesforce’s popularity amongst independent developers and organizations. Salesforce’s push towards developers and organizations who want to develop integration capability within their tools has worked well.

Tools like Google Cloud, and Outlook, among others, can allow easy integration with Salesforce without coding or complicated configuration methods.

3. Third-Party Tools: Third-party tools act as the last resort for Salesforce integrations. The third-party tools are challenging to implement and require expert know-how. Most people prefer these tools when neither App-native nor Salesforce native can work.

Best Practices to be followed for Salesforce Integration

While businesses bring in the requirement for their good, certain things should be kept in mind. However, when it comes to integrating a third-party application for your needs, it isn’t easy to assess which apps will be able to check all the right boxes. Therefore, there are certain best practices that every business should follow before integrating third-party applications with Salesforce.

1. Figure out what your business requires

Before going out to shop for a third-party application to be integrated with your Salesforce CRM, it is essential to figure out your requirement. Determine the problems that your business is currently facing and what tools are available for the same.

2. Let your team know

When it comes to using the third-party applications that you’ll be integrating with your Salesforce, your team will use it. Hence, keeping your team in the loop at each step is essential.

Moreover, informing them about the process, the changes, and how the process will unfold is essential. Inform them of the same, and consider any critical feedback that might work.

3. Scan your competitors

Staying a step ahead of your competitors is never the wrong place to be at. When integrating a third-party application into your Salesforce CRM, try figuring out your competitors’ applications.

This might help you make a more informed decision considering the mistakes they made and the shortcomings which their applications might have.

4. Scrutinize The Product

Before finalizing a product, as you’re narrowing down, this is the time to scrutinize every option inside out. Integration of a third-party application can be a long-term investment. Examine the terms & conditions involved, the after-sales support and whether there is an inclusion around training your team for the software.

At last, ensure the product you finalize follows your organization’s ethical codes and corporate policies.

Conclusion: Should You Go For Salesforce Integration?

Salesforce is a compelling platform with many tools that any business can use. However, bringing in the capabilities and functionalities of many third-party applications can further enhance its effectiveness. So, the answer to that question is- YES. You definitely should go for a Salesforce third-party integration.

Although, Salesforce third-party integrations should be conducted through a certified Salesforce partner only to avoid ambiguities and future complications. Furthermore, before finalizing a product, ensure that you follow all the best practices mentioned above for seamless integration.

 

Salesforce PDO
Salesforce, Salesforce PDO

Salesforce PDO: The best way to start an AppExchange Business

 

For the past several years, Salesforce has been a massive success. For years, it has consistently been the leading provider of CRM solutions. Salesforce revenue for the twelve months ending April 30, 2022 was $27.940B, a 25.01% increase year-over-year, with 83 percent of Fortune 500 companies using it in 150,000 prospective enterprises. 

The main goal is to increase the number of products and businesses in Salesforce’s marketplace, allowing them to sell their services. Professional Salesforce developers, often known as Product Development Outsourcers or Salesforce PDO, help with this.

These PDOs are particularly well-versed in the technical aspects of Salesforce operations. They are familiar with the business models used by Independent Software Vendors’ ISVs. 

As a result, this post will focus on Salesforce PDO (Product Development Outsourcers), emphasizing their key advantages, types, and how to identify Salesforce PDOs on AppExchange. 

What is AppExchange, and how does it work?

A marketplace listing on AppExchange offers a suitable solution or extension. It gives vendors a place to define their products in-depth, including pricing and support options, videos, and other content possibilities. Based on the solutions, these lists are categorized. 

To be approved by Salesforce, apps on the AppExchange must undergo a vetting and testing procedure. This approval procedure assures Commerce Cloud clients that an app (or integration) is secure, well-designed, and ready to use. SFCC customers are adopting fewer and fewer vendor integrations that are not approved on the AppExchange. 

What is a Product Development Outsourcer (PDO) for Salesforce?

PDO (Product Development Outsourcers) are a Salesforce consulting firm with experience developing commercial apps. They are usually matched by industry and cloud product knowledge to provide product expertise, development, and technical support to businesses. 

Independent Software Vendors (ISVs) can use a noteworthy PDO to help them form good business values with their clients from the Salesforce software ecosystem, also known as the Salesforce AppExchange. Independent Software Vendors (ISVs) who integrate their existing systems or create new ones for the AppExchange marketplace might have a lot of success. Salesforce consultants with extensive experience developing AppExchange apps could save ISVs time, money, and headaches. 

Salesforce PDO

How does it function?

Salesforce PDO have a thorough understanding of the Salesforce system and can create apps to support numerous lines of business across multiple enterprises. Salesforce PDOs must have extensive Salesforce knowledge, a track record of exceptional project delivery, and a commitment to quality for product development services. 

Using a PDO can improve an ISVs chances of creating a fantastic solution because most PDOs use solid configuration and UX design standards with native Salesforce frameworks.

It’s not enough to have solid Salesforce development skills. PDOs understand how to design managed packages for scale, modularity, and varied customer host organizations and how to prevent common security mistakes detected during the rigorous security review process, which takes about eight weeks after development. 

It’s exceedingly tough to pass the security evaluation the first time, yet it’s critical for speed to market and gain a competitive advantage.

Also read: 6 best tips for Salesforce ISV Success

What are the benefits of working with a Salesforce PDO Partner?

Certified Specialist, Certified Navigator, Specialist Navigator, and Master Navigator are the four clusters and degrees for PDO businesses. 

It might be tough to locate the proper specialist for your business needs because the Salesforce ecosystem is continually growing and evolving, and there are many Salesforce partner organizations. Selecting from the pool of Salesforce PDOs ensures that your app will be of top quality and that you will receive excellent product development services. 

PDOs are well-positioned to incorporate new features into the product roadmap because they stay up-to-date with the Salesforce platform and technology releases. They will always choose the best approach based on their experience with what has worked and failed in the past.

Some valid arguments for hiring a Salesforce PDO team include the following:

#1 PDOs in Salesforce are in charge of the entire product lifecycle:

Salesforce PDO can provide you with vital information to help with the future scalability of your project, from vision to delivery. Whether you’re just brainstorming or stalled in the AppExchange security review process, the PDO team is in the best position to deliver your software to the finish line.

#2 PDOs can assist you in closing a sale more quickly:

PDOs can accurately analyze the budget and schedules by executing a successful technical pre-sales process. This would allow the sales staff to quickly close the business by having all the answers to the client’s questions. 

#3 PDOs will assist you in completing the Security Review:

The Appexchange Security Review is a lengthy and challenging process. PDOs have a lot of expertise in navigating products through reviews. They’ll make sure the product is scalable and adaptable.

#4 PDOs can help with market strategy and consumer satisfaction:

PDOs can assist you in determining the appropriate method and gathering the necessary data to bring your product to market. They have extensive experience with the most effective business methods for promoting and distributing AppExchange startups’ products. PDOs can also advise you on if your idea is commercially viable and how to improve its chances of success. 

Hire Salesforce PDO

Salesforce PDO can assist with the preparation of technical documentation in the following ways:

  • The PDO team can assist your business get more out of a product or app idea by preparing and transferring technical information, codebase updates/improvements, press kits, integration APIs, and pre-sales campaign data.
  • Time and Cost Savings: Using a PDO to manage your project is faster and less expensive. You’ll pay less in the long run, and your software will be available sooner.
  • Passing the Security Review is a given: Your PDO will take care of the entire security evaluation procedure, increasing the likelihood of your product’s success. 
  • Salesforce development: PDOs must be skilled in creativity, product support, package review, and optimization, and they must also be familiar with several well-known Salesforce design patterns. This expertise will improve your app’s chances of being accepted by the AppExchange in a short period.

Conclusion

The Appexchange Security Review is a lengthy and challenging process. PDOs have a lot of expertise in navigating products through reviews. Partnering with a Salesforce PDO team to manage your project is both faster and less expensive. PDOs thoroughly understand the Salesforce system and can create apps to support numerous lines of business across multiple enterprises. 

PDO understands how to design managed packages for scale, modularity, and dealing with various customer host organizations. You’ll save money in the long run, and your software will be available sooner.