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Developer Story-Mohammad Fares
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Developer Story – Mohammad Fares

It’s all about growing and improving in life. No matter how old you get, there will always be something new to learn and opportunities to improve. The greatest competitive edge is a person’s capacity to learn and apply what they’ve understood into action quickly.

Our colleague, Mohammad Fares, who joined as a Salesforce Admin at CEPTES, continued his learning process with CTU (CEPTES Technopreneur University) and established himself as a pioneer Salesforce professional in the industry.

 

                    To read more of CTU success stories, click here

 

Sharing his inspiring journey, Fares says, “After completing my Btech, I joined the industry as a Salesforce admin. In January of this year, I started my journey at CEPTES. Here, I got introduced to CTU. I found its concept intriguing: 4 months of training with intricate theoretical details, hands-on- projects, and lifetime guidance.  That’s enough reason for someone to enroll in the program and that’s what I did.

The platform provided me with a wealth of knowledge & experience and also connections to talented peers. I really enjoyed the learning process. The program helped me enhance my coding skills and helped me find the best path forward for my goals.

 

“CTU is an all-in-one learning, development, and growth platform for aspiring trailblazers”.

 

I have devised my career progression plan: Salesforce Admin-> Salesforce Developer->Salesforce Architect, and so on.

I have completed my Salesforce Admin Certification and am now studying for the Salesforce Sales Consultant & Salesforce Service Consultant Certifications.

 

Connect with us today!

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!

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How To Get Your Apps Published in The Salesforce AppExchange?

The Salesforce AppExchange is a tough place to get into. The process from planning your solution to making it public might be a cumbersome process for many developers and businesses alike.

While the initial two phases of planning your solution & developing it are something that is done on the individual or your business level, making it published on the Salesforce AppExchange is an altogether different ballgame.

With a series of security reviews, to create a proper listing, the entire process consists of some descriptive steps.

So, how can you ensure that you get your solution published on the Salesforce AppExchange and make it stand out from the other solution providers?

Let’s look into a set of steps & tips that might help you publish your Salesforce solution on the AppExchange with ease.

 

What is AppExchange?

AppExchange is simply an online marketplace for apps, services & components. It is the world’s first on-demand application-sharing service and provides a way to browse, test drive, share and install apps that are developed on Salesforce’s app builder.

The AppExchange platform is a community of developers, partners, and people who want to participate and offer their apps to the world. What AppExchange does, in some sort of way, is democratize technology.

 

“According to data, around 86% of Salesforce customers have installed the AppExchange app.”

 

That number speaks volumes and gives one all the more reason to make AppExchange, a part of your app publishing journey.

But First, Become A Salesforce Partner

One of the prior prerequisites for the Salesforce Partner program is to sign up for the Salesforce Partner Portal. Here’s how you can do it in a few easy steps:

  1. Visit https://partners.salesforce.com/ and click on join now to go ahead with the registration process.
  2. Fill up the details of your organization.
  3. Click on the ‘Independent Software Vendor’ option.
  4. Submit your registration.

The entire process is pretty fast and you get an email confirmation on the email you used to register for the portal. After getting the credentials in your confirmation mail, log in to the partner portal.

 

Also Read: PREPARING FOR SECURITY REVIEW: WHAT ARE THE PREREQUISITES

 

Steps To Publishing

  • Connect the packaging org to the Publishing Console

In case you want to add a package on the AppExchange listing, connect the packaging org that is related to the specific package to the Publishing Console.

  • Create a Provider Profile

Before moving further, do ensure that people know about you. Creating a provider profile will ensure that people trust the app you are publishing.

Adding the creator profile and that human element creates a sense of credibility & trust amongst your prospect users of your app, component or consulting service. Add details like your company’s vision & mission statement, about your business, employees, and so on.

In case, there already exists a provider profile, tweak it in accordance with the service you provide.

  • Create Your AppExchange Listing

Make sure that you create an AppExchange listing for your service. This is where you should add elements that are detailed and provide information about your service while standing out to your target customers.

  • Add A Business Plan

Adding a business plan might work out well for you when you submit your app for Salesforce Security Review. This can be done from your AppExchange publishing console. 

The business plan should include your organization’s architecture, compliance details, and other important details, that help you sail through the review, and make you seem legit.

  • Select an Installation Option

The installation options on AppExchange should be user-friendly rather than being too complex & technical. Ensure that the process is transparent, streamlined, and easy.

Lesser the steps in your installation option, the more consumers you might get.

  • Register & Install the LMA (License Management Application)

Now that you have created the path to your app, make sure it is registered. Moreover, we recommend installing a license management application for your application.

With the assistance of an LMA app, you can easily track your users. This allows you to view the users who are installing, uninstalling or using the app, component or service.

  • Security Review

After you’re done with the above steps, you are much closer to publishing your app on the Salesforce AppExchange.

The security review is usually a 4-6 weeks process. We’ll explain it below.

 

The Security Review

Before any app gets listed on the AppExchange, it gets reviewed by Salesforce.

This step is a prerequisite that ensures every app on the AppExchange marketplace is genuine and consists of elements that are acceptable, in accordance with the Salesforce security guidelines.

The security review assesses the security levels of your solution & how apt it is in protecting the consumer’s data.

 

Get Ready For The Security Review

We’ve listed down the steps to submit your app for the Salesforce AppExchange security review below.

Step 1: Perform several rounds of tests on your app and gather the materials that might be required for the Salesforce security review.

Step 2: Submit your solution for review.

Step 3: Wait for the final results.

 

Recommended: HOW TO ENSURE A FASTER SECURITY REVIEW PROCESS FOR YOUR APPEXCHANGE SOLUTION

 

Approved: Go ahead! You passed the final hurdle. Make your solution public on the AppExchange.

Provisionally Approved: This means that there were a few small issues identified in your solution. While you’ll be allowed to create a public listing on the AppExchange, you’re required to rectify the detected issues in time.

Not Approved: In case your solution doesn’t get approved, make sure you read the report by Salesforce carefully. Go through the security issues detected in your app and rectify them. After done, resubmit the app for security review.

Let’s Go Public

After you’re done with the security review, go to your Publishing Tab and click on ‘Make Public’. That’s it. Your solution is available to the world now.

A Few Helpful Tips To Publish Your App on AppExchange

  • Ensure that you support your users and prospect users by answering their queries, concerns & grievances.
  • Write down a user guide or an installation guide that helps your users understand the solution better before they install it.
  • Provide timely updates that make the user’s journey better at every step.

Conclusion

Now that you have ensured proper publishing of your Salesforce solution, it’s time to ensure that you comply with their guidelines.

We, at Ceptes, understand everything that Salesforce entails. From ensuring a smooth sail through the security review to ascertaining what are the probable threats to your solution.Don’t believe us? Get on a free consultation session today, and our team will help you out.

flows in salesforce
Salesforce, Uncategorized

Flows in Salesforce

Flows in Salesforce help you to design intricate business solutions. Since these are tailor-made, no coding is required. The Flow Builder is a successful Salesforce tool, which gives you control like Salesforce developers. Flows are beneficial in case you are conducting mass updates for unrelated records etc. Flows are used for innumerable operations and these have immense potential for businesses. 

 

With the release of Flows, Salesforce has delivered incredible transformation. The Flow Builder interface is a result of continuous up-gradation, thus making it a phenomenal tool for users!

 

What is the role of Salesforce Flows?

Salesforce Flows enable you to build business processes just by clicks. This ceases the need for coding and you will thus be able to take care of complex business operations without a developer. These Flows can be maintained easily simply because users working with these would know how to go about it. You can conveniently access Flows through the Setup menu by searching for Flows and start creating one.

 

What are Flows made of?

  1. Elements are the blocks of Flows that perform actions like assignments, loops, and decisions.
  2. Data elements are used to extract information from a database or modify records.
  3. Connectors exist between two elements.
  4. Resources are the variables in a Flow like text, records, numbers, formulae, etc.

 

Elements Tab

In the Elements tab, you can create new Resources and Elements in the Flow. Different elements appear depending on the type of Flow you create. Elements are categorized into three types:

 

  1. Interaction elements: These include Screen, Action, or Subflow. With the Screen element, you can present a screen to the user, which includes information from the Flow. It could also be used to extract information from the user. With an Action element, you can pass data through to a pre-existing action such as Send Email or a custom Apex action. A Subflow element is used to create a Flow within a Flow. This is helpful when you have a complex Flow setup.
  2. Logic elements: These include Assignments, Decisions, and Loops. With Assignments, you can give a value to a variable. Decisions help you to split your Flow as per the nature of the data. With Loops, you can negotiate multiple variables at once through collections.
  3. Data elements: These include Create, Update, Get, or Delete records. This makes modifying data easy in the Salesforce database. You can also dynamically display data as per the Flow type.

salesforce-flow

How to Call a Flow in Salesforce?

To call a Flow essentially means to start a flow process. And how can we do that? Whether you are changing a particular record in Salesforce or working with the Apex/ Process Builder, which automates on a recurring schedule, you can go for the right kind of Flows, which will help you with the same.

 

  • If you wish to call a Screen Flow, it is done with a button/action present in a Lightning Page or the Utility Bar. It is interactive in nature and the call cannot be automated.
  • A Schedule-Triggered Flow is automated as per a recurring schedule. Such a kind of Flow is used to handle daily tasks, records, and operations that are recurring in nature.
  • Record-Triggered Flows are called when a new record is created or an existing one is updated.
  • You can call Auto launched Flows through another Flow, Apex, or a Process Builder.
  • Platform Event-Triggered Flows are called upon receiving a platform event.

 

In this day of advancement in digital tools, Flows are among the most desired tools used by admins. They help in providing access to all available declarative automation logic in just one tool. It saves the time and effort of going through multiple tools. Also, since these are click-based, you do not need to go through the hassle of using codes in the processes.

Having said that, Salesforce needs more evolution in terms of Flows and we are sure they are already at work. If they continuously focus on offering features that make the entire platform more dynamic, the outcome would be phenomenal. The target should definitely be to generate as much automation as possible and work on operations, which do not need much human intervention for their implementation.

 

Conclusion

We now know what Flows are and how they can benefit a company. Can Flows be the only tool that can be used by companies instead of a few others? Although Flows are immensely powerful, we need more evolution to be able to reach that point. Nonetheless, one thing is for sure that Salesforce Flows are unmatched as far as others in the sector.

Salesforce Flows not just empower admins to create powerful business solutions, these are also easy to work with. They consume less time and do not require coding in the process. Since the use cases for Flow do not have any limit, they are definitely here to rule the domain. Also, since their release, the potential of Flows has been recognized by many in the sector.

Building a functional business ecosystem is possible through Salesforce Flows. Implementing custom logic also becomes extremely easy as departments if you know how to work with Flows. Users who are currently using Salesforce should absolutely go for Flows as these are empowering. Your business operations need the edge we all desire, both in terms of performance and scalability. Flows surely have the potential for the same. Not to forget that the ease with which Flows are available to you, also calls for being responsible and ethical. After all, they are here to stay!

 

Check out our blog section for more in-depth articles like this.

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Service Cloud Knowledge Base: Increase Customer Satisfaction

Let’s admit it, people today are impatient. Born in the age of the internet, access to goods and services has been quite easy for us. This impatience has impacted how we seek solutions for our tech-related issues as well.  

This is why it becomes important for companies to serve customers fast as 97% of consumers globally base their brand loyalty depending on customer service. And that’s where Salesforce Knowledge Base comes into the picture. Not only it helps customer service executives in catering to the customer fast but also helps customers in resolving issues by themselves. 

We feel an in-depth discussion about the Service Cloud Knowledge base is essential. So here we go!

 

What’s Knowledge Base all about?

After selling a product or rendering a service to your customer, the job doesn’t quite end. In the lifetime of that product or service, there would be several points where they may want to know how to get started, how to maximize usage, and especially how to troubleshoot. 

Now if we begin employing one customer service agent with every customer that would be costly for the organization. And this is where Salesforce Knowledge Base comes into the picture. It’s a tool to help companies step up their game in customer support. As a business house, you could assemble experts and create contents that address customer pain points in the form of FAQs, User Manuals, and so on. 

Salesforce knowledge is part of the service cloud which helps businesses in getting a holistic view of the customer and providing an array of services to them. Salesforce knowledge is useful as businesses are helped in building a knowledge base or knowledge management system for their customers and customer service representatives. 

So how does it help? Well, the customers are benefited as they get to leverage the collective wisdom and they can even ask questions from the community members. A user can easily locate the articles without any hassles. On the other hand, your customer support agent also finds the right answer to the issues fast as compared to traditional means. 

 

Features of Salesforce Knowledge Base

There are several reasons why this knowledge base is preferred over any other solutions. Here we define some of the features that make it worthwhile. 

  • Defining Article types

What if a customer wants to read only the ‘introductory content’, or if they are scourging for some ‘Quick tips’ related to some service? The knowledge base allows making this distinction and segregating your content based on such types. You can even segregate the content based upon the target audience. So if you wish to categorize the articles based on the experience level or job profile of the reader, the knowledge base provided this facility. 

Seems simple right? Yes, this simplicity is seldom provided by other providers that make customers come to us!

  • Draft, Publish & Archive

There may be some content that you don’t wish to publish at one go. Maybe you would like to bring some additions or cut out some content before hitting the publish button. This is possible with a knowledge base as you get the ‘draft’ option that you might’ve encountered in several social media sites such as LinkedIn, Quora, and so on. The goal is to make the whole system so easy to use that you feel like you’re using social media. 

We also provide an ‘Archive’ option that enables archiving the already published article. 

  • Content Voting

Knowing what content is found useful by other users helps in easy navigation for customers. Salesforce knowledge provides this quintessential feature that helps customers and business houses alike in finding relevant content and creating a repository of content sharing the same ethos. 

The customer can use old-school methods such as thumbs up/thumbs down as well as stars (1 to 5) to rate content. 

  • Multilingual functionality

English is indeed a universal language but some people may not be quite comfortable with it. This is where this feature comes to the rescue as it provides users’ geo-location-based redirecting to make it multilingual. This means the user would be able to read and absorb the content in the language they are comfortable in. 

  • Edit & Updates 

Same as the draft function, this edit feature also allows unmatched custom-ability to the business houses where they can keep themselves updated with the latest changes in trends and update their content accordingly.

 

Benefits of Salesforce Knowledge Base

So apart from easy knowledge access to customers, what are the benefits that this service confers? Let us know in detail.

  • Case deflection

Simply stated, this term refers to a situation when customers can find their answers to issues they would otherwise have to seek support for. A good centralized repository eliminates such needs and consequently leads to satisfied customers as most people wish to solve their own issues instead of reaching out to customer service executives. 

  • Hiring fewer customer service agents

A natural consequence of case deflection would be cost-saving within the organization. This is because the customer service representatives would be unoccupied with mundane query solving and engaged in more productive tasks. The companies could upskill the existing customers’ service agents and freeze hiring for the new entrants. 

  • Increased knowledge gaining for Customer service agents

Having a centralized repository of organized content would help the agents in navigating speedily over the content for finding the optimum solutions for customers that reach out to them. They would be better equipped to deal with complex queries and consequently increase customer satisfaction and customer retention in the long term. 

 

Getting the customized Cloud-based Knowledge base

Having known everything about the Salesforce Knowledge base now if you wish to transform the way your enterprise handles customer support, do reach out to us at Ceptes. We have helped our clients improve their customer support by 2 times on average and we wish to serve you as well. 

Reach out to us or schedule a call today! We’d be happy associating with you!