Salesforce Essentials

Salesforce, Salesforce Essentials

5 Tools For Salesforce Org Health Check

Salesforce as a platform provides valuable functionalities for businesses of all shapes and sizes. However, when it comes to implementing the right Salesforce strategy suitable for your business, it has a lot of gears involved in working together. Apart from your regular operations of the organization, there arises a requirement to ensure that it runs seamlessly.

Instead of waiting for a disaster to approach and hinder your operability, a regular health check can allow you to keep security risks at bay and operate free from any unforeseen issues. Salesforce org health check can be a proactive method to ensure that your organization’s digital operations run securely and perform efficiently, providing you an edge over your competition.

What is Salesforce Org Health Check?


A Salesforce Org Health Check can be considered as a regular health check-up at your doctor’s, allowing you to ensure that everything is working perfectly fine. Apart from the good stuff, it will enable you to leverage any impending dangers that might be hanging over your organization.

A detailed Salesforce health check gives you details about your org’s processes, security settings, and workflows, giving your team a heads up on any of the issues and resolving them.

Why Should You Go For A Salesforce Org Health Check?


A routine Salesforce Org Health Check has its own set of advantages. Apart from a routine update, it also helps you identify certain loopholes that might go unnoticed otherwise.

  • Improved efficiency of your Salesforce org, leading to better ROI
  • Provides a detailed view of how to move forward with your Salesforce org’s optimization
  • Allows you to give a clear picture of your Salesforce org’s data security
  • Improved user adoption and overall productivity

Tools To Conduct Salesforce Org Health Check

  • Apex PMD Tool

PMD Tool is a popular source code analyzer for Java and many more languages. Salesforce recently collaborated with open source developers to create a powerful and equally functional tool called Apex PMD which supports Apex language.

Being a free tool, it is easily accessible and looks into two types of issues- DML operations or software queries within a loop. Using its functionalities, it can find out the deviations of Salesforce best practices. Common programming flaws like unused variables, empty catch blocks, unnecessary object creations, etc., can be easily looked into using Apex PMD.

You can also create Salesforce org error reports using the Apex PMD tool.

  • Salesforce Health Checker Tool

If you’re a Salesforce Administrator, you can use its in-built health checker tool to find and analyze errors and vulnerabilities in your org from a single dashboard.

What makes Salesforce’s health checker tool even better is that you can compare it with Salesforce’s yardstick standard scores against your health check score. This tool defines risks based on its volume of impact and risks, ranging from low to high, allowing you to prioritize them accordingly.

The Salesforce Health Checker Tool is free and provides faster results. Its easy-to-use interface allows you to set up and use it quite efficiently within your organization.

  • Check Marx Apex Code Scanner

Again, powered by Salesforce, the Check max Apex Code Scanner effectively runs an org health check. The Check Marx scanner runs as a security check on your Salesforce org and gives a detailed report of the risks and loopholes based on the quality of code and security. As it runs the test, it compares it with the Salesforce baseline standards and best practices.

It is often referred to as the tool that provides the most accurate information in code security. It involves three easy steps to use- visit the portal, type in your Salesforce instance and choose the type of scan you want to run. There’s an option to use a Security Profile Quality Profile or both before going for the scan.

You will receive a detailed report in your connected email with the risks identified and the most effective ways to rectify them as you submit them.

It is a paid tool available at $59k per year for 12 developers. However, it is worth the cost considering the degree of functionalities available.

  • Manual Org Assessment

A manual org assessment is an alternative if you don’t want to go for any of the available tools. It can be considered in situations where your internal team has the expertise and knows your Salesforce org inside out.

However, before going for a manual org assessment, it is always recommended to have a process in place. A checklist of sorts, if you may.

Some of the criteria you can base your manual org assessment upon are:

    • Data storage
    • License usage
    • Workflows vs Triggers implementation
    • Batch classes and scheduler per object
    • Record and ownership skews
    • Standard vs custom development
    • Custom setting or Metadata configuration for controlling Triggers

  • Salesforce Accelerator

Salesforce Accelerator is an underrated tool to make your Org health great again.

It is an on-demand tool and is usually available if a user is facing issues with their Salesforce instance to get individualized technical support from their team. This tailored guidance can allow you to resolve the problems within your Salesforce Org and bring it back up and running in no time.

This service from Salesforce is available to businesses as part of the Salesforce Premier Success Plan. You need to submit a request on the Help and Training portal, and a certified specialist will get in touch with you. These specialists then go through your Org’s risks and vulnerabilities in around 3-4 weeks and provide you with a report of the issues for the same.

The Salesforce Accelerator can turn out to be an excellent tool in case you believe that your organization has the resources to become a part of the Premier Success Plan, allowing you on-time reports from within Salesforce.


Conclusion: A Thorough Org Health Check Improves Productivity


A balanced and routine Org health check is a reality check on how your current Salesforce org is functioning and what can be improved about it for better results.


If you are a business looking forward to technical support for your Salesforce Org’s health, Get in touch with us at CEPTES. With over a decade of experience and a 200+ strong team of Salesforce experts, we’re here to ensure that your business can embrace Salesforce more effectively, leading to higher ROI.

Salesforce, Salesforce Essentials

Boosting Productivity through Chatter: Everything you need to know

Collaboration with the team is essential in a workplace. It helps in brainstorming and reduces the friction between team members. This need for collaboration is highly pervasive in the present times where employees have to work from home. 

Fortunately, this task is easy for the 150,000 customers of Salesforce as they get access to Salesforce Chatter, a social CRM platform for chatting, screen sharing, and much more.  

Ahead, we’ve discussed some use cases of Chatter and highlighted how an organization could leverage this platform for the best results and productivity.

What is Salesforce Chatter?

To be on the same page, let’s begin by talking about Salesforce. It is the No.1 CRM software in the world where more than 70% of CRM users in the world prefer Salesforce. From providing customized solutions for finance to the sales industry, the focus of Salesforce has always been to increase the time agents devote in book building instead of doing routine tasks that could be easily automated. 

Since 1999, the company has helped small and large businesses alike in boosting their sales and achieving efficiency in functioning. The Chatter tool also works on the same ethos where it has been voted as the No. 1 enterprise social network. There are five ways it could be beneficial for an organization and we’ve described them below.

Benefits of Using Chatter for your organization 

  • Easy Engagement with Executives

Do you wish to directly interact with the top executives? While they might not have time in their official work hours, doing so is quite easy in Chatter due to the interactive UI that presents all the questions, comments, and posts in a lucid way. Even Salesforce CEO Marc Benioff posts frequently to get feedback from the members of Salesforce he wouldn’t get a chance to interact otherwise. 

  • Structured Conversation, never lost in the stream

There are several business communication platforms such as Slack available on the internet. However, the biggest drawback of theirs is that the conversations aren’t well guided. 

A strategy conversation might soon get transformed into an unrelated design conversation which might not contribute to the benefit of the organization. This is where Chatter distincts itself from other software as it brings historical data and context into conversations to keep the team focused on a certain task. 

  • Taking actions

The enhanced utility of Salesforce Chatter is manifested by the fact that members could create support cases, update sales opportunities & orders, and approve project funds, all from within the community. The ability to integrate any record and object to the feed provides unmatched functionality to the process at hand. 

  • Ensuring best ideas come to light

Searching for the best ideas is relevant to separate the wheat from the chaff. Chatter offers several features such as liking, commenting that make sure good ideas are highlighted and easily noticeable by the team. The ‘poll’ option goes a step further in assessing the response of relevant people in a matter of time. These polls can be directed to the entire company, specific groups, or even just a few people. 

  • Eliminating unnecessary meeting

Since the pandemic started, most of the meetings are conducted on zoom or other platforms. Professionals report spending most of their time on meaningless meetings as the essential message could’ve been easily communicated through a single mail or group chat. 

Chatter allows testing ideas with co-workers and therefore prevents the need for any meeting altogether. The functionalities allow everyone to share ideas without getting into long meetings. 

  • Unmatched results in Sales

The sales team of any organization has to deal with dynamic elements because, at the end of the day, sales deal with humans. It is important to get feedback about the presentation, ask questions that could give insights, and find customer references. These are all possible in Chatter as it offers unmatched functionalities when it comes to sales. 

  • Customer Service

Strong Customer support is an essential pillar in the journey of a business. Easy redressal of complaints and fast response time makes a customer loyal to a particular company and thereby contributes to customer retention. 

As customer support agents are at the forefront of this matrix, it becomes important to empower them with the relevant tools. Salesforce Chatter goes a long way in filling the gap by ensuring the global support teams are united to solve any difficult case at hand. It also offers the option of collaborating for customer success. However, the best utilization of Chatter happens when support teams are able to interact directly with the R&D team to give feedback directly from the customers. 

At last, flagging a case as ‘critical’ invites the right person to collaborate and solve the issues expediently which also serves as a big factor. 

  • Marketing redefined

Just as sales and customer service could reach new heights through collaboration, how can we forget the marketing segment? With the help of Chatter, the teams could collaborate on campaigns, educate employees on company news, test creative scripts, share marketing materials and even share files with ease. 

Marketing is all about coming up with out-of-the-box ideas, and what’s a better way to brainstorm through collaborative tools to get new ideas? This is why Chatter is increasingly becoming a favorite among marketers for achieving new heights. 

  • Lower distraction and email clutter

Shifting from collaborative tools to email and back to such tools takes a toll on productivity. The enhanced distractions such as emails pose issues in cultivating intensive focus. Chatter avoids the need for such emails. 

Also, lower clutter in mailboxes helps in the neat organization of the personal computer. 

  • Using anytime, anywhere

The best part about Chatter is it can be used anywhere and everywhere. You can post to a group, download a file and conduct a myriad of functions remotely through your phone. The app is secure and allows seamless transactions without any hiccups. 


The No.1 enterprise social network Salesforce Chatter surely brings a change in the lives of employees. Recognizing its benefits would make sure the companies exploit its potential to the fullest extent. 

Thanks for reading. Have a great day!

Salesforce Essentials

Salesforce Essentials: How is it helping SMEs transform their Needs?

While most of the time large companies steal the limelight, it is small businesses that hold the economy tight. Their contribution to the nation’s GDP, exports, employment, and skill development, among others, cannot be undermined. 

However, faced with the current climate, small businesses are scrambling for new ways to not only stay productive but also to keep marketing and sales efforts going. In a world bound by social distancing and stay at home protocols, going digital is a great opportunity to grow your business, generate revenue, and build lasting relationships with customers.

Salesforce Essentials – Helping Small Businesses Experience Digital Transformation

Salesforce, the global leader in CRM, Sales, and Service Cloud has an end-to-end solution tailored for small businesses called Salesforce Essentials. Designed keeping in mind the specific needs of the small businesses, Salesforce Essentials helps you overcome the most common challenges listed below. Additionally, it gives your organization a more robust and scalable solution to manage your sales, marketing, and customer service departments.

  • Not a single source of leads: As many organizations are generating leads through multiple sources like the website, social media, email marketing, cold calling, paid ads, etc., your sales and marketing reps need to constantly switch to different systems to follow-up on leads.
  • Which are qualified leads and which are not: This indicates that you’re investing an excessive amount of time on identifying great as well as poor leads.
  • No visibility on lead behavior: You cannot carry out targeted audience content but you also need to depend on the client to call you by themselves.
  • Losing leads: In many cases, with a poor system or without system users may miss out or lose leads frequently.
  • Lead distribution: As soon as the leads have been hooked and tracked, you require a system to give a direction to that lead to the relevant salesperson.
  • Conversion rates are poor: This is one of the most common issues, because of the lack of nurturing activity, which is why promising leads don’t convert into qualified leads.

Why is Salesforce Essentials ideal for SMEs? 

Salesforce Essentials makes it feasible for SMEs to take full advantage of the powerful Salesforce CRM with consolidated features over the cloud. The CRM for small & medium businesses just requires an internet connection to use, configure, maintain and is very cost-effective. The best part of Salesforce Essentials is that it has reconceptualized its CRM for small businesses in the form of an intuitive and easy to work with interface. As a result, you can have a much faster-personalized view of all prospects, leads, customers, and sales related information.

If you need to track quotes and orders, advance reporting, and if you’re willing to customize and automate processes, set up specific role wise permission, Sandbox integration, marketing campaign integration, workflow approval, the greater need for analytics, etc., then Salesforce is flexible enough to allow customizations and adapt based on your long-term business objectives.

Some More Essential Features

The solution offers a lot of features to automate various critical business processes, so you can invest your valuable time in improving your top-line by tracking emails, phone calls, and meetings to instantly maintain client’s information, document, personalized follow-up, historical communication details without investing your much time in tedious data entry jobs. 

As soon as you sign a deal, Salesforce Essentials consists of tons of features for customer support, and performance tools to assist you, so you can instantly engage each of your incoming leads and make the lead to cash process quicker. Repeated tasks or jobs can be automated and route the jobs to the concerned department and employee. Additionally, you have the ability to update data anytime & anywhere with Salesforce Mobile Application.

The reporting functionality will help you customize reports as per your business needs. Moreover, if you are growing your team size then simply you can add more users at your fingertips. Sales managers have real-time visibility over the internal teams and keep an eye on sales-related activity and pipeline clients by which they can have clear forecasting over the sales with more confidence.

Put simply, while moving ahead with Salesforce CRM, you experience fewer headaches, can seamlessly organize, track, and grow your business without the risk of losing any data. With the Salesforce CRM, SMEs do not need to bother with outgrowing CRM, organizations can promptly upgrade their business with Salesforce when they’re ready.

So, why wait? Let’s adopt Salesforce Essentials with CEPTES and start closing more deals!! To know more, please get in touch.

Digital Transformation, Sales Cloud, Salesforce Essentials

Remote Selling: Ensuring Productivity of a Remote Sales Team during the Pandemic

The current global scenario caused offices to be shut down, forcing most people to work from home, and this, de facto, includes sales teams. Sales have always been the kind of field that relies a lot on in-person pitches and meetings. So it’s understandable if your primary concern is how to make sure your sales team sell from home efficiently, without feeling demotivated or disengaged & without hampering the overall sales productivity. 

It is undeniable that the pandemic has dampened the shine of the sales team and their forte. However, there is a tremendous wealth of opportunities, ready to be made use of, if businesses are nudged towards a digital transformation.  

Let’s take a look at the major pain-points of a sales team working from home, and then integrate solutions for the same:-

Change how you work

It’s a tricky task to sell efficiently from home. Your sales team is bound to miss departmental camaraderie and one-on-one meetings with clients, where they could pursue them to no ends. Trying to replenish a similar culture while working remotely, might not prove successful. Instead, the time is nigh for a digital transformation. Now is the time to tap into the field of virtual selling, by building a high productivity workspace, even from home. 

Increasing productivity

The current situation might have put a dent in spirits, thus creating a decline in productivity. Tackle situations like these by integrating Salesforce Sales Cloud, world’s #1 sales automation tool. Having highly powerful CRM tools to rely on would make a world’s difference. Imagine a dashboard that allows you to see every important detail in one glance or a tool that shows you the entirety of a client’s specifications, and a virtual assistant that reminds you of hot leads. 

With Sales Cloud, you get all of this and more, thus creating an immediate boost in sales and productivity. Selling from home just got a whole lot more comfortable and efficient.  

Less time on spreadsheets, more time to sell

Sales reps are often found spending a large chunk of time filling out spreadsheets, looking for data from various sources, researching potential leads, preparing quotes, and so on. Why spend so much time doing tasks that can be automated? With Sales Cloud, you get to sell from home intelligently, without bothering about manual labour. Salesforce paves the way for sales automation like never before. They also allow your sales representatives to seamlessly collaborate with other sales representatives, as well as members from different teams.

Communicating with the team

Guaranteed, it was convenient when people could update each other through offline meetings. Intelligent cloud infrastructures allow you to maintain even better standards of seamless communication, even though your entire team is working remotely. Now you can access, edit, securely share and track data in real-time.

Process automation features enable email integration, distribution of leads, and quicker flow of crucial information. No more relying on sticky notes, doodled messages, WhatsApp updates or grapevine communication. Integrating CRM tools leads to better communication channels, which in turn creates a boost in sales and productivity

There’s no limit to what small businesses can achieve through an affordable Salesforce platform tailored for them. CEPTES is a leading Salesforce Platform Service provider that hand-holds small businesses through digital transformations through seamless CRM integration so that their sales can continue to skyrocket, even when working from home.

Get in touch with us to know more.

Salesforce Essentials

Salesforce Essentials Introduced new Social Media Integrations to help SMBs reach customers

Salesforce has announced its new enhancements in its small business solution Salesforce Essentials which will help SMBs to communicate and engage directly with their customers. The new features include integrations with social media channels like Facebook Messenger, Instagram, and YouTube as well as new chat and phone services. Salesforce introduced Salesforce Essentials in 2017 for small business, using which SMBs can accelerate their growth in the world’s #1 CRM platform with customized sales and service apps. 

Today’s business world is highly connected and social media channels are playing a pivotal role in it. Customers are into Social media platforms such as Facebook, Instagram, YouTube like never before and prefer interacting with the service providers using various social platforms. What they expect are instant communication and personalized service. This is an opportunity for small businesses to reach & engage thousands of their potential customers and offer them personalized service. However, it is a challenge for SMBs to offer the best experience and personalized service across multiple social media platforms with their limited available resources. But, with these new additions in their Essentials platform, Salesforce enables SMBs the ability to engage with their customers across various social platforms.

Also Read: Why “Salesforce Essentials” is the best solution for small businesses

Using the recent features, Salesforce Essentials customers can offer enterprise-level sales and service experience to their customers. The new features include;

A seamless conversation across social channels – Facebook Messenger, Instagram, YouTube

Small businesses can now have real-time conversations with their customers over Facebook Messenger, Instagram, and YouTube. When a customer connects with a query with the service provider through Facebook Messenger, the message will automatically go to a service agent who can have a real-time conversation with the customer right within the Salesforce platform. Facebook Messenger and chat are generally available now. Every Salesforce Essentials organization includes 1 license. Additional licenses can be purchased at $15 per user, per month. In Instagram & YouTube, when a customer makes a comment, a sales rep or service agent will automatically get a notification. They can immediately act and respond from their Salesforce system. Instagram and YouTube are generally available now. Both are included in Salesforce Essentials at $25 per user, per month.

Real-time Chat 

Small businesses can now add a Salesforce chat widget to their website. Service agents can manage multiple customer chat conversations simultaneously right from their Salesforce system. Service agents can have a complete view of the customer including previous interactions, purchase history, sales opportunities, and other relevant information. This will help them offer personalized service so that they can close deals faster. 

Lightning Dialer

Now small business service agents can make and receive customer calls using Lightning Dialer for Essentials, which is an innovative call center solution built right within the Salesforce platform. When an agent makes or receives a customer call, a pop-up will immediately appear with all the customer information. This will help them offer personalized service quickly. Calls will be automatically logged-into the contact and account activity history of Salesforce which will eliminate manual data entry and save time without any customer information being missed. Lightning Dialer for Essentials is generally available today in the U.S. and Canada at $2 per 100 minutes.

Salesforce is offering its small business customers simple walkthroughs within the Salesforce Essentials product so that they can seamlessly set-up these features. The walkthroughs include guided overviews on key channels like Facebook Messenger, Real-time Chat and Lightning Dialer. Essentials coaches in the U.S. & Canada are also helping their customers with 90 days of support post-purchase with a 1:1 live chat for set-up. 

CEPTES has been a pioneer in offering Salesforce solutions across the world. With a team of Salesforce certified consultants, we offer end-to-end Salesforce Cloud implementation, integration, migration, consulting, and support services. Currently, we are working with many SMBs and helping them accelerate their growth in the Salesforce platform. Get in touch with us to know more about Salesforce Essentials and how it can help your small business thrive. 

Source: Salesforce


Also Read: How Small Businesses are moving faster with Salesforce Essentials

Salesforce Essentials

How Small Businesses are moving faster with Salesforce Essentials

During 2017 Dreamforce keynote, we heard the next generation of Salesforce’s Customer Success Platform will empower enterprises to make every customer interaction smarter and more personalized. A year after today, we are witnessing something similar happening as businesses have transformed the way they used to interact with their customers a year ago. All thanks to Salesforce CRM. Especially when we talk about small & medium scale businesses, Salesforce CRM has proved to be a savior.

In this blog post, we are going to have a look at one of the largest ESMB countries in the world – ‘India’. ESMB sector has employed over 50 million people in India and contributes approximately 30% to the GDP. Rightly called as the ‘engine of growth’, Indian ESMB sector is witnessing a significant wave of digital transformation with the increasing penetration of internet and smartphones. Though most of the small & medium business owners understand that technology can make their lives better, they face certain challenges which are not allowing them to implement technology in every business operations.

Salesforce Essentials

Salesforce introduced Salesforce Essentials which will enable every small business to embrace the power of Salesforce with apps for crucial business areas like sales and service that are user-friendly, easy to set up and maintain. In every four months, Salesforce keeps on adding new functionality to its platform, so small businesses don’t have to spend a huge additional time or cost in order to be aligned with the latest technologies. While Salesforce takes care of the business in the most efficient way, small businesses can focus on what matters the most- customers.

Small businesses can quicken their sales cycles and build a community of happier customers with the world’s #1 CRM in just $25 a month. *

With Salesforce Essentials can;

  • Start instantly with an easy set-up
  • Sell in a smart & quick way with built-in intelligence
  • Offer enterprise-level service to their customers
  • Grow with world’s most trusted platform

How Salesforce Essential is helping small businesses grow

See all customers details in one place

Automatically pull data from various channels like emails, calendar, spreadsheets and more to offer a single, 360-degree view of every customer and their info along with your entire business.

Easy to use

Salesforce Essential offers an easy option to interact with your customers by answering their queries in just minutes. There are in-app tutorials and guided setup so that you will never lose your way.

Faster sell

A comprehensive and highly customizable view helps you easily identify key contacts, easy lead follow-ups, and much more in Lightning view.


You can now track emails, calls, and meetings automatically with the help of Einstein Activity Capture. Small business owners can collect and sync key info right from their inbox. This will help you spend less time in spreadsheets and focus more on customers.


The speed, scalability, intelligence and customization of Salesforce platform is not limited to desktops. You can access and update your business data anytime with your Salesforce mobile app. You can now close deals faster on the go.

Seamless customer support for your business

Essentials allow you to collect and organize all your support channels and customer information and place it on a single page. This will help you to interact with your customers on all the channels.


You can enable autopilot mode in order to automate various repetitive tasks, route each question to the right agent, and earmark task based on agent expertise or availability.

As a Salesforce registered consulting partner, CEPTES helps small and medium scale companies leverage the Salesforce platform to offer smarter and more personalized customer service. Contact us today to learn more.


Source: Salesforce