Category: SalesForce

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Which Is Best Strategy To Restore SalesForce Data

Which Is Best Strategy To Restore SalesForce Data

It is quite common for any salesforce user or admin to delete mass scale of data or modify significant amount of records in one go . As the same time it may be chances that due to someone’s bad decision the data may become corrupt also . You must be thankful to recycle bin who can assist you in data recovery in case of data loss , inspire of the fact that it may store certain volume of data for some limited time only .
Another means to recover overwritten data is by making use of filed history tracking in Salesforce . Field history tracking . Field history tracking needs to be enabled manually  , and thereby can’t be enabled for each of the objects . At the same time , it does not permit more than 20 fields per object .
Salesforce provides various back up options such as data export service , data loader and Report export , but in the event of disaster who quickly you will be able to recover the data is all it matters . 

SalesForce Data Backup And Recovery Service 

SalesForce always recommend its customers to opt for native metadata backup solutions or may also recommend third party intervention in backing up and management of data .

“Because of the manual intervention, there is a cost. The cost is relative to the amount of manual work and time needed to perform the recovery. The price for this service is a flat rate of $US 10,000 (Ten Thousand US Dollars) for the one Organization that’s being recovered. The work involved actually costs us much more than that, but we pay for a portion of the service.”

SalesForce Data Recovery Blog

Process

It all starts with the right procedure . Always keep an eye on recycle bin or review deleted records using “export all ” in Salesforce’s Data Loader before raising your case with Salesforce .
Lets quickly look at the steps for restoring data to Salesforce : 

Assess Damage And Defined Goals 

Till now it has been crystal clear in your mind that salesforce database is highly interlinked . For instance say you delete a single parent records in salesforce , all the parent-child database will be automatically deleted and thereby understanding the extent of data loss is essential .

Determination Of Which Data Has Been Lost Where

In order to determine the amount of data loss , the best way out to make a comparison of metadata with backup file of data which has already been exported to Salesforce org. You can use VLOOKUP in excel or any other equivalent to identify the whole relationship .

Creation Of Restoration File 

As you have already determined the missing objects/records , now its time to create separate files for parent and their related objects in “.csv” format 

Transformation Minimisation During Restoration 

The best way to minimise transformation process is :

  • It is always preferable to exclude Audit fields , as Salesforce auto updates it .
  • Always deactivate workflow or validation rules or triggers .
  • Switch auto-number field type to text .

Restore Data 

At the time of manual insert , always try to insert operations to upload parent and make an upsert for child 

What’s Next ? 

After going through the above stages we have seen that salesforce data recovery is cumbersome process right from starting to end point . There are high end chances of possibility of errors or loss of data , and It may also take as long as 20 days or more to recover it . 
One of the best readymade solution for data backup and recovery is Vault . Vault streamlines and automates data recovery process using 1-1 relationships , 1-n relationships and n-n relationships of salesforce data as well as metadata .

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Ways To Optimise Your SalesForce CRM

Ways To Optimise Your SalesForce CRM

Let’s quickly look at 5 easy ways to optimise your SalesForce CRM

1) SalesForce Integration 

Seamless integration of data into your SalesForce CRM is best way to develop customer trust and at the same time improving employee experience . Making connection of database gives business a one layer extra advantage by leveraging data in new and powerful way . SalesForce API helps integration of SalesForce CRM with other existing application in the marketplace , which aids organisation to organise more consistency and efficiency .

Salesforce offers endless options in respect to Salesforce data integration . As an agency owner if you are looking to connect Salesforce with your existing HR , ERP , Social media or even e-commerce platform it can be done easily . It even facilitates connection of disjointed systems for on premises software like Oracle , Microsoft or SAP .

So it is important to explore diversified options which are already being present in SalesForce CRM . Always prefer to hire a team of Salesforce developers who can optimise your business efficiency to next level and are expertise in their fields  .

2) SalesForce Implementation

Salesforce is a CRM which has endless opportunity . Now it depends on your organisation that what do you want to implement which can be ideal all in one solution for your company . So if you are new to Salesforce CRM and integrating it for the first time , then you must take care of what process will define your business model . Winklix can aid you in implementation of Salesforce as per your custom demands and needs .

Salesforce CRM process contains series of flows such as lead flow , campaign management , customer acquisition planning and so on . At the same time you must take care of data integrity and cross silo consistency . So in order to get the best out of it , it is always preferred to have an implementation partner on board who can help you in implementation as per your approach moulded to your objectives .

3) SalesForce Lightning

In today’s world everyone wants lightning fast solution . And thus to enhance the experience of Salesforce CRM , SalesForce has introduced Salesforce Lightning CRM which is specially designed to maximise sales reps productivity which is duly integrated with analytics and BI ( Business Intelligence ) to drive more sales for your business . Salesforce enables switching between two versions namely Salesforce Classic and Salesforce Lightning .

Salesforce Lightning consist of dashboard with calendar and performance chart so that your sales team can easily get the organised lead data , check calendar and track their performance report at the same time . In addition to it , sales reps also gets new Activity Timeline workspace wherein sales reps  has an option to create tasks , punch call logs , send emails and track their activities all from a single window at one place . So in order to get bet out of it , always consider hiring an experienced Salesforce developers who can build custom components for you so that you can effectively use the same in your marketing strategy through SalesForce Lightning Experience .

4) Salesforce VisualForce 

Salesforce offers application prebuilt in it which helps in improving CRM functionality . Salesforce Visualforce exactly does the same . But visualforce is based on tag based markup language which is very similar to HTML , so if you are not from a technical background then unfortunately you would not be able to customise it . Some of the most popular features offered by Visualforce are custom flow control through template and on the go deployment .

The components of the page can be designed well using Visualforce . The components of the page means dashboard , tabs , menu items and so on . It also consist of styling element which enables designing of richer animated user interface .

So always make sure to hire an salesforce visualforce implementation partner who has in house team of developers who can gives your Salesforce best optimise functionality .

5) SalesForce AppExchange 

AppExchange is business app ecosystem for cloud based business software . A large pool of customised apps are available with mass customer reviews which is suitable for every department and industry . Components such as Lightning data and Bolt solutions can aid developer to help expansion of Salesforce thought AppExchange . It can help your business in getting positive business results which helps in increasing efficiency , fast order placement and cost reduction .
Winklix has a team of developers with over 5+ years of experience who has the ability to take your apps ideas to next level right from design to development . We love to add functionality you need which includes custom calculations , triggering actions , workflows and more .
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How To Customise SalesForce Opportunity Stages

salesforce customisation

One of the best features offered by Salesforce is their ability to carry on the sales process with transparency with a special tab called ” opportunities ” . This tab includes list of all opportunities with their actual statuses to track each deal efficiently , which in turn help salesperson to track deals on real time basis and close them efficiently .

Salesforce opportunity tab facilitates you with many opportunities , that many companies might miss while not using it .

Why To Use Custom Salesforce Opportunity Stages

In general SalesForce opportunity stages represents key milestone which in turn consist of following milestones :

    • Prospecting
    • Qualification
    • Needs Analysis
    • Value Proposition
    • Id. Decision Makers
    • Perception Analysis  
    • Proposal/Price Quote
    • Negotiation/Review
    • Closed Won
  • Closed Lost

 

In general SalesForce in relation to sales call by company might not be of many use of many companies in general . Different companies have their different sales calls and flows and hence follow specific set of their guidelines which is apart from the milestone stated above . For instance companies which have a complex sales cycle which in turn also needs regular communication may need some extra level of opportunities , which in turn help sales manager in meeting their customer expectation . On the other hand same level of milestone may be proven excessive for companies with simple sales process . This is the challenges that is faced by an organisation and hence to make it easier we have prepared a specific sets of checklist in order to provide you with salesforce customisation service in relation to your salesforce opportunity stages . But in case you encounter any difficulties in your sales cycle and customisation process  , you can right away contact our dedicated salesforce consultant and developer  .

Important Steps To Customise Opportunity Stages 

1. Draw Out Your Sales Process

Who will be the end user of your opportunity stages features in Salesforce module ? It is obviously sales manager of your organisation . The best way is to map out your entire sales process and determine which of them perfectly suits your sales cycle and which one needs further customisation to adjust your sales process . You should primary aim at simplifying the complex procedure for your sales manager to make him understand what to use and how to use at what time.

2. Define Entrance And Exit Area For Each Stage

An opportunity stage never consist of only single milestone , rather it contains series of milestone which needs to be followed in order to move to the next stage . That is the reason each stage requires sets of activities to be accomplished in order to push the opportunity forward to next level . If you wish your sales manager could easily pass on next opportunity stage , always create a list of stages . For example , your sales manager will have to follow these stages if they wish to pass from ” Qualification ” to ” Need Analysis ” .

  1. Hold meeting
  2. Generate requirement list

Then during the need analysis stage , your salesperson with required some another sets of activities in order to proceed with next stage such as :

  1. Reviewing requirement of lead
  2. Decision maker identification
  3. Identifying measures to meet requirements
  4. Budgeting deal amount and adding the data to Salesforce
  5. Updating estimated closing data and entering in the system

3. Considering Percentage Is Beneficial

Percentage denotes the opportunity stages in which the sales lead has reached , which in turn also defines the sales grows . Assigning of percentage by companies at different level of opportunity stages will give you with probability of the sales closures . Out of the box SalesForce CRM are well equipped with predefined percentage in relation to standard opportunity stages . However this data is common for all specific sets of companies , so that is why Winklix strongly suggest customisation of probabilities service based on your historic data .

4. Revision Of Opportunity Stages

As sales cycle is something that changes continuously , it is always advisable to periodically revisit your sales process in order to ensure opportunity stages that are still being relevant .

Customisation Opportunity Stages And Better Revenue Forecast

SalesForce CRM shows opportunity pipeline report in order to show the entire open pipeline and probability analysis . These reports are always proven beneficial for any company which further allow them to plan future cash flows and revenue .

Winklix offers a wide range of salesforce customisation services to tailor your business needs .