Blogs

Feature Image
Salesforce

Salesforce ISV Application Design- The Right Strategy

 

Being the #1 cloud computing marketplace, Salesforce AppExchange offers an enormous market for CRM-adjacent solutions. ISV partners who leverage Salesforce efficiently can grow faster and gain a strong market position using the extensive AppExchange ecosystem. The Salesforce platform is considerably distinct from other platforms in terms of product development. It demands extensive technical knowledge of best practices, frameworks, and scalable ways. On top of that, passing the Security Review is rather challenging. 

 

As an ISV, you can shorten time-to-market by partnering with a PDO specialized in development, legal, and technology. Choosing the right partner who can help you manage and comprehend Salesforce product management and market alignment is always a winning go-to-market strategy. Salesforce ISV application design can be completed in a variety of methods. We’ve laid out the optimal strategy, which includes certain tried-and-true concepts. Here are some guidelines you can follow to ensure product success on AppExchange.

Assess Product Market-Fit

 

To have the best chance of establishing product-market fit, you must first validate your idea. Your PDO partner can help you here.

To launch a successful product, you must first identify the right product-market fit for your idea and then highlight the features that will make your application valuable to your users. It all starts with posing questions and then undertaking market research to ensure that the responses are as precise as possible.

You can begin by asking critical questions such as, “What are the business challenges we can solve?”, “How are we solving them?” and “Who are we solving them for?”. Do solid competitive research, determine your USPs, and establish a product roadmap. 

Project Mapping & Cost Estimation

 

After determining product-market fit, you need to focus on architectural alignment with products for integration. It is critical to design a reliable, best-practice architecture for a perfect solution & user experience. After this, you can establish an implementation strategy and an MVP roadmap and estimate the associated expenses.

Functional and technical architecture is critical to a successful product. To ensure that, you have to take care of many considerations.  

 

Read more: HOW TO ENSURE BUSINESS SUCCESS ON APPEXCHANGE?

Design Thinking

 

Design Thinking

                                                                      (Design Thinking for ISV Application)

 

With design thinking, you can offer a comprehensive mobile and desktop experience that appeals to your users. 

Design thinking can be established through a variety of steps, including discovery, definition, UX design & testing, and auditing. 

  • The discovery stage comprises qualitative research & process assessments to better understand users & their needs.
  •  The defining stage is what connects internal and external employee experiences with business and technological capabilities to drive solutions. 
  • The UX design and test stage include collaborative revision and design validation. 
  • Finally, the audit stage checks design deliverables with development deliverables.

Salesforce Security and Compliance

 

Staying Compliant is the main delay challenge faced by ISVs. If everything is executed precisely, the procedure can take some months. Inefficient operations may double or triple the go-live time of your AppExchange product, putting potential strategic returns at risk.

Most ISV applications have permissible identified vulnerability issues that need approval by Salesforce and going for a pre-clearance will save you from unnecessary delays.

 

Connect with Us to get started

 

Choosing a Product Development Outsourcer with a proven record of success navigating the Salesforce ISV process and team eliminates the ambiguity from app development.

As a top Salesforce PDO specialist , CEPTES assists ISVs in navigating ISV, Product, Sales, and Legal team complexity, aligning a go-to-market plan and eliminating non-compliance risks.

 

Click here, If you are an ISV looking for PDO services and let our experts take charge.

Salesforce Developer, Salesforce Devops, Uncategorized

Developer Story- Garima Saxena

“Upskill and Lead”

Upskilling is an extended investment in enhancing knowledge, skills, and capabilities that help people thrive in their careers.

Our colleague, Garima, who joined CEPTES as a Manual Tester, upskilled her Salesforce skills with CTU (CEPTES Technopreneur University) and now is an established Salesforce professional.

When asked about her inspirational journey, Garima says, “I was a lecturer in an engineering college, and then because of some inevitable reasons, I had to face a career gap.

I started again as a freelance manual tester while simultaneously applying for a full-time job. During this course, I applied at CEPTES and got selected. While working here, I had a lot of interactions with Mr. Deepam Sarkar, the CTU’s leading mentee. 

Through the interactions, I learned about CTU and its innovative training model. I felt it was an interesting and valuable program, so I asked Deepam Sir, “Can I be a part of the training?” He answered, “Yes, every Salesforce enthusiast is welcomed with open arms here.”

Initially, I was skeptical about taking online training, but everything went smoothly. I was able to enhance my knowledge & skills, gain valuable hands-on experience, and make new friends. 

This program is perfect for aspiring trailblazers who want to capitalize on the joys of learning and difficulties.

I will be forever grateful to Mr. Deepam Sarkar & Mr. Priyaranjan Panigrahy for their mentoring; without them, I would not be where I am today.

Thank you for introducing me to new opportunities and guiding me in the right direction.

My goal is to become a successful Salesforce consultant. I’ve completed my System Administrator & Platform App Builder certification and am currently aiming for the Sales and Service Cloud Certifications.”

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

A report by IDC finds that Salesforce and its ecosystem of partners will create 4.2 million new jobs worldwide between 2019 and 2024.

CTU is a unique initiative dedicated to bringing budding trailblazers into the Salesforce ecosystem and aiding organizations in finding qualified Salesforce professionals.

Connect with us today!

Pardot Rebranding Image
Pardot

Pardot Rebranding: What changed and What Remains the Same?

Introduction 

Salesforce has recently announced the rebranding of Pardot, which is one of Salesforce’s best marketing automation tools. For a platform that was doing fantastic, the sudden change of the name prompts many questions in our heads.

If you haven’t heard already, Salesforce has recently announced the rebranding of many of its products. Among many of those products is Pardot, one of Salesforce’s best marketing automation tools. 

The platform will now be called ‘Marketing Cloud Account Engagement‘ or “MCAE”. This is a significant and highly emotional change for the Pardot community; like many, yet mispronounced by others, treasured the name. Yes, you spell the ‘T’ at the end, unlike what you might have heard it being pronounced.

So, why the change? Read on to learn why these changes are being made and what they signify for the Pardot community.

What is Pardot?

David Cummings and Adam Blitzer, co-founders of Pardot, founded Pardot in 2007. They stumbled across the word “Pardot,” a Latin word that means “to market or sell”, while looking for a suitable name. While many people question how to pronounce Pardot at first (commonly mispronounced as “par-deaux”), it’s pronounced exactly as it’s spelt.

Pardot Name

 

Today, Pardot is the leading B2B marketing automation solution for marketers to generate high-quality leads so your sales team can close more deals faster. Powered by AI and built on the world’s number one CRM (Client Relationship Management), it allows customers to align their marketing and sales teams in all one place. 

 

Learn How: Pardot Marketing Automation is essential to generate more ROI

 

The cost-effectiveness of Pardot and its attraction to new users as an easy tool with a short learning curve made it an immediate hit with marketers.

The Reason Behind Pardot’s Rebranding

“The new names are aligned with our strategy to continually integrate Marketing Cloud into one unified platform with a data-first strategy around your customers.”

 

Pardot isn’t the only rebranding done by Salesforce, as mentioned earlier. The other products have also received new names like Datorama is now Marketing Cloud Intelligence, Interaction Studio is now Marketing Cloud Personalization, etc. See any pattern here? The changed names are somehow more functional, as they let the users know exactly what the platform is all about. And this is the main reason behind the rebranding.

Salesforce “Easy” was one of the five innovation goals announced at Dreamforce ’21, Salesforce’s annual global event. The “Easy” campaign’s primary goal was to make Salesforce setup, installation, and configuration simple. “MC Easy”, another initiative that branched off from Salesforce “Easy”, can be indicated as the catalyst for the rebranding of Pardot.

Salesforce’s Marketing Cloud results from a decade’s worth of acquisitions. And they kept the original names after acquiring the platforms. Salesforce intends to make Marketing Cloud’s various product names consistent and immediately understandable by all customers, partners, and even internal teams by rebranding. 

Is Marketing Cloud Account Engagement the same as Pardot?

The good news for the Pardot community, only the name has changed. The products, add-ons and functionality of Pardot will remain the same. MCAE’s aim to align marketing and sales around leads, buyers, and accounts stay the same. By October 2022, the Pardot Classic App will be retired from all organizations.

There are some implications associated with rebranding. Here are some of them:

  • Pardot “Account Engagement” will allow Salesforce to communicate “side-by-side” with SFMC. 
  • A clear cut distinction between B2B and B2C has been created, repositioning Pardot (now MCAE) as a B2B platform.
  • The name “Pardot” was very recognizable and easy to communicate, which could be a concern, as it won’t be easy to adjust to a new name for the users. 
  •  Marketing Cloud Account Engagement is instead a generic term used for the platform.
  • “Account Engagement” does not represent all Pardot clients’ needs.

To sum up

By Rebranding Pardot and other platforms, Salesforce is trying to align its customer’s needs and simplify its platform. Having said that, we would love to hear your opinions about the same!

 

Connect with Us

 

Salesforce Developer

Developer Spotlight-Vishal M

 

“A Little Progress Each Day Adds Up to Big Results”

 

If you continue to take small steps toward your goal every day, you will be surprised at how significant the changes become. Vishal, one of our colleagues, consistently worked toward his Salesforce goals by leveraging the CTU (CEPTES Technopreneur University) platform, and he is now a well-established Salesforce Administrator with CEPTES.

Vishal, who has completed one year at CEPTES, shares his journey “I have completed my B.Tech in 2020. I was a student of the first batch of CTU. As a complete fresher, I didn’t have any idea about Salesforce until I joined CTU. Like most novices, I too assumed it was something related to Sales.

When I joined CTU, then Deepam sir introduced me to Salesforce. He started with fundamentals, then slowly moved towards the next learning stages. 

I have learned the ABCD of Salesforce from him. Then I trained for Salesforce Admin, Sales Cloud, and Salesforce CPQ. I have even completed Salesforce Admin Certification and am planning for PD1(Platform Developer 1) & Salesforce CPQ certifications. 

I started trying my hand at development and now working on one of the biggest CEPTES projects-200OK.

For now, I want to continue learning development and then will niche it down further. 

I owe a special thanks to Deepam sir; without him, I would not be here. His training has helped many aspiring trailblazers, including myself, gain a foothold in the Salesforce ecosystem.

 

CTU is like a Full-Fledged Salesforce Learning University. 

 

Regardless of your educational background, if you’re passionate about Salesforce, you’ll find everything you need to start your career in the ecosystem here.

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

The initiative was launched in response to the increasing global demand for Salesforce professionals.

CTU is a peerless initiative dedicated to bringing aspiring trailblazers into the Salesforce ecosystem and assisting enterprises in recruiting quality Salesforce professionals.

 

Contact us right away!

Salesforce Developer

Developer Spotlight – Ruksana

 

PERSIST. Because with an idea, determination, and the right tools, you can do great things.”

 

The success story of Ruksana demonstrates the value of persistence. Even in the face of difficulties, she pursued her dream and is now a well-known Salesforce Developer at CEPTES. Her passion for development, strong determination, and CTU( CEPTES Technopreneur University)- are the 3 pillars that drive her success.

Sharing her journey with us, Ruksana says, “I worked as a PHP developer. After 6 months of working, I began teaching.

I had a strong interest in development. But, because I used to live in a remote village with no IT company, I continued to teach. 

I used to give interviews side by side, and one fine day, I came across CTU and applied for it. One of the main reasons I applied was that I wanted to gain hands-on experience, and CTU is an excellent platform for live training.

My three-month training at CTU was the most life-changing experience I’ve ever had. I’ve got full-scale Salesforce knowledge from my mentor, Deepam Sir. Even after completing the training, if I have any doubt about anything I have the option to consult him.

I can’t put into words how much CTU has changed my life.

 

“I am constantly learning new things. My earnings have increased. I’ve gained new confidence.”

 

I want to be the best at Salesforce Development. I have one development Certification: PD1 (Platform Development 1), and am planning to get PD2 Certification. 

I really want to thank CEPTES for this wonderful initiative. 

 

“CTU is like heaven for Aspiring Trailblazers.”

 

Just as you can get everything from Heaven, any graduate, even if they are not from an IT background, can get all the Salesforce knowledge from CTU.

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

The Salesforce ecosystem continues to grow at an amazing rate, so the need for Salesforce professionals. 

CTU is a unique initiative by CEPTES dedicated to bringing budding trailblazers into the Salesforce ecosystem and helping enterprises in recruiting quality Salesforce professionals.

 

Connect with us today!

A Guide to Salesforce Flow Orchestrator
Salesforce

Salesforce Flow Orchestrator: A quick guide to look at in 2022 and beyond

Salesforce is continually improving its functionality. With each new upgrade, the organization adds new features to make the current functioning system more efficient. The winter release of Salesforce has been announced. It includes a few new, but crucial, features and functions. The latest enhancements, particularly in Einstein Search and Flow Builder, have inspired administrators and designers.

What is meant by orchestration?

The automated arrangement, board, and coordination of PC frameworks, programs, and services is known as orchestration. Orchestration helps IT manage complicated tasks and workflows more effectively.

IT teams should be in charge of a large number of servers and apps, but doing so physically is not a scalable technique. The more complicated an IT system is, the more difficult it is to keep track of all of the moving elements. Multiple automated assignments and their configurations must be consolidated among groups of frameworks or machines. This is where orchestration comes in handy.

What is Flow Orchestrator and how does it work?

Admins may create sophisticated multi-user, multi-step automated business processes using Flow Orchestrator by using clicks rather than coding.

You may combine your automated processes into a single point of interaction using Flow Orchestrator. Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes, improved ability to delegate work to any Salesforce user, and greater control over record lifecycles. It is recommended that you use Flow Orchestrator and order your Record-Triggered Flows using Flow Trigger Explorer to automate complex procedures.

 

Watch a live demo on about how Saleforce Flow Orchestrator works

 

What is Salesforce Flow Orchestrator, and how does it work?

Salesforce MuleSoft Robotic Process Automation (RPA), which allows users to create bots to handle basic, repetitive tasks; Einstein Document Reader, which uses AI to scan documents and make decisions based on data found within them; and Digital Process Automation, which allows brands to create branded digital encounters without writing any code, are joining Endlessly Flow Orchestrator. RPA automates repetitive human tasks, such as data segmentation and data extraction, by using simple bots that proceed through processes like a human doing the same thing.

 

Also Read: MULESOFT: ACHIEVE FASTER ROI

 

Types of Flow Orchestrator

Flow orchestrators are divided into two types:

 

  • Orchestration that starts on its own

Our REST API or an Apex class are used to physically start an auto-sending orchestration. To be displayed on a Salesforce record page, it must be linked to a specific record ID.

  • Orchestration Triggered by a Record

When a new record is made, updated, or wiped, a record-set-off orchestration is triggered by Salesforce. You have the option of starting the timer before or after the record is stored.

 

6 Critical Benefits of Salesforce Flow Orchestrator 

With Salesforce flow orchestrator, your business will get the following benefits:

  • Increase your productivity while saving time

Only 25% of IT leaders feel their existing technology maximizes employee productivity, according to Salesforce. As a result of this stunning truth, new workflow automation technology has become a primary priority for increasing productivity.

Flow Orchestrator provides a much-needed solution to this issue. It provides your team with the tools they need to automate complex, multi-user processes and approvals, saving time on projects. As a result, your staff will have more time to focus on key tasks that will add value to the company.

 

  • Anything can be easily automated (employee or customer workflows – and so on)

The vast majority of people can give you a laundry list of processes that are repetitive and/or extremely manual, but they shouldn’t be. These manual processes create bottlenecks, offer room for costly human mistakes, and are generally difficult to control (which can prompt both employees and customers to stir). The problem is that for the great majority, automating them hasn’t been an option.

Flow Orchestrator solves this problem by allowing Salesforce users to automate anything, whether it’s internal workflows for staff, external workflows for customers, or everything in between. It accomplishes this goal by providing insight into workflows and enables users to deliver automation with only a few clicks, requiring no specialized or coding knowledge.

 

  • No need to juggle various frameworks and no bespoke code is necessary

How many tabs do you usually have open on your computer? Many individuals are embarrassed to respond to this question, however, it focuses on a much more serious issue: Users spend their days jumping between many frameworks, obtaining information and data from a variety of sources, and investing the fruits of their efforts in yet another collection of frameworks.

Flow Orchestrator provides a unified workflow that eliminates the need for users to switch between frameworks by combining data and operations into a single flow. It can, for example, manage a statement endorsement procedure that spans sales, finance, and professional services from a single location. Importantly, this low-code approach removes the barrier to entry for this type of workflow, which has typically necessitated the creation of custom code and the use of specific assets to monitor it.

 

  • Improve your workflows by incorporating data effectively

Data is one of the most important aspects of any successful automation. As a result, it’s critical that your staff can surely coordinate the necessary data into any automated operations.

This makes it unsurprising that sending data into Salesforce so Einstein can handle it properly is one of the core functions of Flow Orchestrator. Einstein Automate allows customers to take more time to a higher level by ensuring that they can inject a variety of data throughout these procedures by making this data mix simple.

 

  • Increase visibility to help you get ahead of problems early

Consider a scenario in which your team may spend less time extinguishing fires and more time focusing on critical areas. It would imply that everyone was focused on high-priority tasks that would help your company grow.

Flow Orchestrator helps your team achieve this aim by providing monitoring tools that let them be proactive in dealing with challenges. It provides the vital visibility users require to spot issues before they get too large, allowing them to act quickly and effectively rather than waiting until the problem becomes much larger and thus more difficult to resolve.

 

  • Keep an eye on your orchestrations

Orchestrator allows you to keep track of and smooth out your orchestrations. An administrator who understands their organization is satisfied. As you track the performance of individual executions, you can identify bottlenecks and opportunities with this component. Bring the results to your next operations meeting as proof of business impact or development opportunities.

What are the Flow Orchestrator’s main structure squares?

Stages, Steps, and Flows make up the Flow Orchestrator.

  • Stages – A phase is a collection of connected steps that are organized into stages. Stages are performed in order, and a single-stage in orchestration can be in progress at any given time. You set the conditions that must be completed for the stage to be considered complete.
  • Steps – Steps are built in stages and can be run sequentially or concurrently. Interaction from the user is required for intelligent stages. No user collaboration is required for the foundation phases.

 

Salesforce Flow Orchestrator

 

(Image Source: https://www.salesforceben.com/)

 

  • Flows – Flows are a piece of Salesforce Automation that is used in the orchestration process. Screen flow is required for intuitive stages, whereas auto-launched flow is required for foundation steps.

When should Flow Orchestrator be used?

Flow Orchestrator can be used in multiple ways to help businesses succeed. A Service Delivery Orchestration (where multiple teams must perform different steps in a client conveyance process in a specific order) and a multi-individual endorsement or acceleration process (where a record must be passed to various team members based on the criteria it enters the Orchestration with) are two examples.

Conclusion 

Flow Orchestrator’s no-code method allows you to orchestrate and transform Flows into steps structured by stages. This technique provides several advantages, including increased flexibility in creating approval processes. Flow Orchestrator offers a much-needed solution to this issue.

It provides your team with the tools they need to automate complex, multi-user processes and approvals. Flow Orchestrator allows you to keep track of and smooth out your orchestrations. As you track the performance of individual executions, you can identify bottlenecks and opportunities. It provides vital visibility users require to spot issues before they get too large – allowing them to act quickly and effectively.

Salesforce Developer

Developer Story – Shubham Pathak

 

“Self-belief and Hard Work will always earn you success.”

 

Our colleague, Shubham Kumar Pathak, is the living epitome of the above-phrase quote. His dedication has led to his exceptional success in the Salesforce ecosystem. And CTU (CEPTES Technopreneur University) is the platform that escalated his Salesforce career.

But how did it happen? How did Shubham, a freshman at Salesforce, become an established Salesforce Developer? 

Shubham shares his journey, “I was a fresher who just completed his MCA. I came across CTU, and I enrolled in the program. That’s how my exciting Salesforce journey started. 

The best part about CTU is that you get hands-on experience with everything. You know when you start doing practical implementation that’s where things get interesting. With CTU, I’ve been assigned several live projects, which have served as a great source of knowledge development for me. 

 

After having a good first-hand implementation experience, I am confident that I can handle any backend issues.

 

Currently, I am working on one of CEPTES’ biggest projects, “200OK”. I am learning so many new things on this project. 

My Salesforce vision is clear ” I aspire to be a Salesforce Architect“. I have set a timeline of 4 yrs. for achieving this goal. I am already preparing for PD1 (Platform Developer 1) certification. I am giving my best and I’ll definitely achieve that goal.

I really want to thank Chandan sir, Deepam sir, and Priya sir for passing me their profound Salesforce knowledge and for always being there for me. 

I am so grateful to CEPTES for coming up with the CTU initiative. CTU training has changed me and improved my coding skills. 

 

CTU is the best platform for aspiring trailblazers to start their Salesforce careers.”

 

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

Salesforce-specific skills are in high demand today. CTU is a distinct initiative by CEPTES to bring aspiring trailblazers into the Salesforce ecosystem and assist enterprises in hiring talented Salesforce professionals.

 

Connect with us today!

Salesforce Connect

Data Virtualization with Salesforce Connect

Customer Relationship Management (CRM) software is now imperative for all sales teams, regardless of size. And today, Salesforce holds sway in the CRM world. Salesforce has built a strong ecosystem by acquiring a broad range of businesses and solutions. 

Salesforce is used for lead tracking, pipeline management, creating opportunities, and capturing order details that lead to fast and easy conversions. But it is not the system that maintains or processes orders. An external (remote) system manages orders. However, sales representatives prefer to view & update real-time order information in Salesforce rather than learning or using an external system.

Now the question is how do you view and modify data that is stored outside of Salesforce, without actually moving it inside the CRM?

 

Data virtualization is the best approach here. But first we should understand few things here.

What exactly is Data Virtualization?

Data virtualization enables real-time synchronization of multiple sources without any need for data replication, significantly reducing infrastructure costs.

Data virtualization focuses on mapping objects across multiple systems rather than copying data from one system to the next.

The benefits of Data Virtualization:

  • Instant data access – Get real-time access to all of your data in one place.
  • Extracts data from heterogeneous sources – It can extract data from all sources & types, irrespective of its formatting.
  • A centralized point of access  – Data virtualization reduces the risk of errors and data loss.
  • No interruption in other functions – Data virtualization supports existing data infrastructure, allowing it to continue operating normally.
  • Reduced data storage costs – since data does not need to be replicated or moved, a data virtualization layer is less expensive to maintain in the long term. 

Salesforce Connect: The go-to-solution for Data Virtualization: 

Using Salesforce Connect, you can access the data from an external source (like SAP, Oracle, etc) along with your Salesforce data.

 

Also Read: THE ADVANTAGEOUS FEATURES OF INTEGRATING SAP AND SALESFORCE

 

Salesforce Connect usually maps data tables from external systems to external objects. 

An External object is similar to a custom object, the only difference is that it maps to data stored outside your Salesforce org. 

To ensure that external objects are always up-to-date, Salesforce Connect utilizes a live connection to external data. So, when you access an external object, you get real-time data from the external system.

Salesforce Connect lets you do many things:

  1. You can create, update and delete the data in an external system (CRUD operations)
  2. You can request data in an external system.
  3. Allows you to access external objects via list views, detail pages, record feeds, custom tabs, and page layouts.
  4. You can also define the relationship between an external object and a standard or custom object to integrate data from a different source.
  5. You can also run a report on external data.

You can use one of the following Adapters to access external data through Salesforce Connect:

  • Cross-org adapter: Designed to connect to external Salesforce organizations.
  • OData Connector: This adapter connects to any system that supports the OData 2.0 or 4.0 protocol.
  • Custom adapter created via Apex 

The ultimate benefits of the Salesforce Connect Solution:

  • This solution doesn’t take up data storage space in Salesforce.
  • Eliminates the need for regular data synchronization between the external system and Salesforce.
  • Obtain a declarative set up in a short period of time.
  • Access the external data using external objects. 
  • Easily conduct a federated search in the connected external system using global search.

So there’s another solution other than Salesforce Connect. It’s a sub-optimal solution “Request and Reply” in which you use the Salesforce API to make an ad hoc data request to access and update external system data. You can use the Salesforce API/ REST API/ SOAP API to execute it.

Error handling

In integration, error handling plays a very critical role. So it’s important to include error handling as a part of the overall solution. When an error occurs, error codes are returned to the caller, who is then in charge of handling the error.

Salesforce has one tool which is called the Salesforce Connect Validator. It’s a free tool to run some common queries and notice error types and failure causes.

Security

Error handling and Security go side by side. So it should adhere to the standard Salesforce or global security. It is always recommended to use the HTTPS protocol to connect to any remote system. 

Summing up: 

As a Salesforce architect try to go with the right Data Virtualization pattern because if you end up choosing the wrong technology, you have to do a lot of patchwork to make it work. And before you choose any adapter, read its limitations and advantages. 

To sum it up, Salesforce Connect is the best solution for Data Virtualization.

Salesforce Developer

Komal’s Developer Story

“All you need is the plan, the road map, and the courage to press on to your destination.”

Our colleague Komal Sharma is the living paradigm of the above-quoted phrase. She is an experienced Python Developer who seized the right opportunity with CTU (CEPTES Technopreneur University) and is now a well-established Salesforce Developer.

“CTU is a life-changing platform for aspiring trailblazers”  – says Komal. 

When asked about her journey, Komal says, “After I updated my profile on naukri.com, I received a call from CEPTES HR. She introduced me to the vision behind CTU as well as explained to me the program structure: 3-6 months extensive Salesforce training followed by hands-on live projects.

Initially, I was hesitant to switch careers from Python to Salesforce. However, after conducting extensive research, I decided to pursue this opportunity and I am glad that I took it. 

While working as a Python Developer, I can only write the code. After CTU, my Salesforce skills have advanced to the point where I can manage Salesforce Admin, write code, and deploy it to production.

I am so confident in my abilities that I can say, “I can manage everything in my project independently.”

Now I have my vision of becoming a System Architect in Salesforce. I have already taken the first step by completing my Omnistudio Developer Certification. Soon, I’ll complete the PD1 (Platform Developer 1) certification as well.

“I want to master all the Salesforce domains from admin to integration to development. That’s a goal I have set for myself”

The mentorship at CTU has been my driving force. I really want to thank Deepam sir and Priya sir for this outstanding opportunity. 

CTU does changes a person’s life irrespective of his/her educational background”

CEPTES Technopreneur University (CTU) is a Purpose Beyond Profit initiative by CEPTES to bring new talent to the Salesforce Ecosystem. 

Jobs demanding Salesforce skills are growing fast across the world. CTU is a striking initiative by CEPTES to bring up-and-coming trailblazers into the Salesforce ecosystem and help enterprises in recruiting talented Salesforce professionals.

 

Start your Salesforce career today!

Step by Step Guide to Lead Nurturing
Pardot

A Step By Step Guide To Lead Nurturing

In a world as connected and digitally sound as today, customers choose to select the businesses they want to engage with. As most of the world has shifted online post the COVID-19 pandemic, the rise of services, products, and content-on-demand is an opportunity and a challenge at the same time. Customers today know what they want, who they want it from, and what to look for in the businesses they want to buy from. And, it just doesn’t stop there.

Your customers today aren’t inclined to just hear from you; they want to hear from you directly—messages and other notifications that are personalized and contextual. According to McKinsey’s Next in Personalization Report 2021, a whopping 71% of customers expect personalization in terms of messaging or products and services from businesses. Companies that engage in personalization activities generate 40% more revenue than the average players. Moreover, 76% of customers get frustrated when they don’t find a certain degree of personalization in their messaging.

 

Personalisation Expectation

 

(McKinsey’s Personalization Report 2021)

 

If you’re a marketer in today’s day and age, you don’t want to contact your potential customers and look like a spammer. The journey from a cold call to the final decision-making process is a long, engaging, and, if done rightly, ROI-positive one. However, to ensure that your sales team is making that journey an engaging and value-driven one, you shall have a process in place.

Although, with the number of efforts involved in ensuring that your leads are only served, a communication that’s tailor-made for them is a far-fetched one. Hence, to ensure that your customers are communicated with relevant information, you need to automate how you stay in touch with them regularly without seeming too pushy. This is where a well-thought lead-nurturing strategy comes into play.

Lead nurturing, essentially, is the process of staying in touch with your leads throughout the customer’s journey and all the phases of the life cycle. It is entirely plausible to assume that most of your potential customers might adopt a different journey, from the introduction to the decision-making stage. Some might visit your website continuously; others might be opening your emails often to see what you’ve got to offer.

Learn how an efficient lead-nurturing strategy can help your sales and marketing teams to improve how they communicate with your potential leads.

What is lead nurturing?

Imagine yourself in a B2B customer’s shoes. You are facing a pain point in your business’ operations and hence start with your most basic instinct, i.e., a basic Google search to alleviate that pain.

This is the most common and often the first step that any of your prospect B2B leads might take. During this stage of independent research, a B2B customer is on the lookout for the right information that helps them with the issue they are currently facing when it comes to their business. When they get access to a piece of resource or information that provides some value-driven information about their pain point, they are looking forward to creating a meaningful relationship with them.

So, based on this scenario, lead nurturing is a strategic process of figuring out what buyers might find valuable during the tenure of the relationship with your organization and providing them with that information at the right time. It is an automated process that incentivizes your leads with a consistent supply of relevant information and gives them value at each stage. This process continues until they have enough valuable information to make a buying decision.

Why is lead nurturing important?

A thorough lead nurturing strategy gains from the right degree of automation at critical places. According to a source, marketing automation in lead nurturing brings a massive 451% increase in qualified leads.

The entire nurturing strategy can achieve automation and communicate with your leads through contextual messaging that doesn’t look like a spam email. With lead nurturing, your leads receive targeted communications based on their activities, interests, and more. So, what should you expect when you deploy a full-fledged lead nurturing strategy? Here are some of the benefits:

  • Lesser time, efficient results

Contrary to the general perception, good lead nurturing can save a lot of time in your entire sales process. Say a sales team employee can engage a lead way too early in the process. This is when they will have to explain the process right from scratch and cater to more and more questions.

A well-executed lead nurturing strategy can educate your leads early on in the journey before a lead communicates with your sales team. The initial purpose of lead nurturing is to educate your potential lead around the pain point they are trying to find a solution for and still not feel much pushy.

  • Reaching out again

As you gain more and more leads in your database through your marketing efforts, it gets a little haphazard to manage it all in one go.

In this process of a growing database, there is a chance that the older leads might get overshadowed when the newer ones come on board. A lead nurturing campaign is a great way to revive the dormant leads. The key here would be to treat these people like someone you just lost touch with and are trying to reach out to them again. Hence, a direct call to the action-driven campaign isn’t the way to go.

Reel them in by sending educational information pieces. This process will further allow you to weed out the leads that seem to be inactive and the ones that are looking to look more into the services you are providing. A lead nurturing process with older leads can further fasten up your sales process, as your sales team already knows whom you shall engage with and whom you shall not.

  • Personalize Messages

A lead nurturing strategy can not just automate your process of engaging with the right leads but personalize it to an altogether new level. You can send personalized communication to prospects based on their activity.

With more such elements, like using a signature from one of your sales reps to make the email seem more human to including a conversational tone of voice, there’s a lot that can be achieved. Moreover, you can achieve a strong degree of personalization even if you’re communicating at scale with your prospect leads.

  • Automate to save on time and resources

With your marketing and sales team focusing on many other duties, there’s a strong chance that your team can miss out on potential leads by not following upon them. However, with a lead nurturing strategy, this task can be automated based on their past interactions. This allows the sales reps to focus on leads that have just entered the ecosystem and acclimatize them by supporting them if and where necessary.

  • Nurture across lifecycle

While lead nurturing is an excellent way to get in touch with your prospect leads, it can help you gain the attention of your existing and new clients.

A lead nurturing campaign focusing on your newer services offerings and welcoming them into your business is an excellent way to communicate and engage with them. For a newly on boarded client, an information guide, best practices help book, etc., can be a good piece of valuable information. Moreover, you can also nurture your existing clients by upselling them newer packages, renewals, loyalty discounts, etc.

This can be an excellent method to onboard new employees and train them.

What goes behind a lead nurturing campaign?

Now that you’re well adept with what a lead nurturing campaign is and why your business should get on board, let us help you learn about the elements involved in it. Here are some steps to set up a successful lead nurturing program:

 

What goes behind lead nurturing campaign

(Steps for Lead Nurturing Campaign)

Step 1: Choose the campaign

There are various kinds of campaigns you can run to nurture a lead. This depends upon what your goals are to achieve out of this activity. There are tons of lead nurturing campaigns you can look into. For instance, a welcome campaign, an upsell campaign, a top-of-mind campaign, etc.

Hence, this is the most crucial decision before taking the next step.

Step 2: Choose your list

Once you have selected the purpose and type of campaign, you can target the right people you want the campaign to be sent to.

Lead nurturing allows you to target a specific set of audiences, depending on different parameters such as location, new or old users, and more. Choosing the right list will allow you to target a particular set of people with more detailed and contextual communication.

Step 3: Decide on a flow

A flow will be the process of your leads receiving any form of communication from you. To decide a flow for your lead nurturing activity, you need to consider a few things.

  • Frequency: Decide on a frequency, depending upon the first step. If your campaign targets long-term inactive leads, you’ll need a long-term sales cycle with the communication spread out across a few days. On the other hand, a client onboarding mail should be right on time, with the right frequency of materials available at their disposal. This will allow them to know your services and work even better during your relationship.
  • Complexity: Every lead nurturing campaign is different. Each campaign can be set separately depending on how complex or simple you want it to be. Nurturing campaigns can be set linearly, where leads will progress through the campaign in straight lines or different branches that will get active as they respond to a mail.
  • The Trigger: Lead nurturing works best with a trigger available at each step. Actions like opening a mail, clicking on a link, downloading a guide, or an eBook can be that trigger. This allows marketers to deliver highly-relevant and contextual messages to a lead at each trigger’s activity.
Step 4: Decide the content you’d like to offer

Every campaign has a suitable form of content. You shall go for the content ideal for the type of campaign you’re creating. Say, for instance, if it’s a simple lead nurturing track for sales leads, go for tailor-made content based on the client’s history and past activity.

According to a study, our attention span has decreased by 33% since the beginning of the century. The type of content you choose should be interesting and be able to grab your lead’s attention in one go and should make them read further down the line. You can take this step further by creating a user persona for each of your target groups, helping you personalize your messages even further.

Step 5: Activate and Analyze

After ensuring that you’ve covered all the aforementioned aspects, deploy your nurturing program and track it at each stage.

Lead Nurturing Best Practices

Once you’re adept with the intricacies above, going through the lead nurturing best practices is a good idea. This will help you avoid unethical practices and not sought-after practices in lead nurturing, such as spamming your leads and optimizing your information for conversion. Moreover, you need to ensure that your valuable and well-researched information reaches the right people at the right time.

Here are some best lead nurturing practices that can help you longer:

  • Involving your sales team

Making your sales team a more involved component of your lead nurturing process can pay dividends down the road. While the marketing team does its job and the lead nurturing process is automated, the sales reps have real-world insights.

Sales teams are in direct contact with leads and hence can understand the pain points of each prospect.

Touching base with your sales team can help you streamline your communication strategy and work in tandem with where a specific lead is in the customer journey process.

  • Target your communications

Lead nurturing is most sought-after and yet common feature is its ability to target. Targeting the right communication towards the right people is an underrated capability. Always make sure that whenever you can, target as narrowly as possible.

The segmentation possibilities allow you to segment your leads into different targeted lists from the database. These different targeted lists can be catered to different types of content.

  • Make it easy to unsubscribe

As unproductive as it might sound, allowing people to unsubscribe easily is an essential part of your customer journey. If you don’t provide one or make it difficult to unsubscribe from a list, there’s a chance of you getting blacklisted quite soon. Make it evident that your customers are still in control of what they can see and which emails they should receive.

  • Include Clear Call To Actions

Every lead nurturing communication should have a purpose involved. This purpose can be fulfilled by providing an explicit action to your lead that you expect them to take after looking at your content.

The call to action can be downloading an eBook, clicking on a link, etc. You need to ensure that your CTA is visibly placed well within the content. Moreover, using a similar color scheme in a set of your mails for a call to action button can be a good idea to make your lead more familiar with it.

  • Text-based over HTML

A simple text-based email with a personalized signature can do wonders when communicating with your leads. Instead of going for an HTML-based mail with a higher turnaround time and more complexities, text-based mail can be a better alternative.

  • Strategic with your timing

Time your lead nurturing campaigns and information pieces carefully and at strategically placed intervals. Look at the available data sources and try to figure out the best time when your information content might be valuable for them or when they might look at it.

  • Create supporting content

To ensure that enough credibility backs your information, create supporting content pieces such as educational videos, blogs, eBooks, and more that allow you to provide an impetus to your lead nurturing efforts. Let’s just put it this way- if lead nurturing is the engine, then the content is the fuel that’s powering it.

In case you’re short on the quantity of content to back up your lead nurturing efforts, there’s no harm in using third-party resources to ensure that you have enough resources to back up your efforts.

Conclusion: Lead Nurturing For Smarter Results

As the landscape changes around the world, so does customer behavior. With most of the customers increasingly relying upon primary research and various resources, it has become a potential goldmine for generating business. However, that might not entirely be true. According to data by InvespCro, almost 80% of new leads do not result in a sale. This is where a thorough lead-nurturing strategy comes into play.

 

Are you looking for some help with your lead nurturing process? Get in touch with us today, and our representative will help you out with a detailed scope and plan of action tailored for your requirements.