Tag: salesforce consultant

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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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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 .

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Help Desk Software : How Actually Is Customer Getting Benefit Out Of It

helpdesk software solution

Customer satisfaction is first and foremost priority in building a good relationship with customers . So in order to maintain stronger relationship and business treats its customer as a king . One of the quickest and best way to satisfy the customer is quickly addressing their concern and queries upto their satisfying level .

Help Desk software facilitates receiving , logging and allocating tech issues to the relevant department in the organisation with ease . So if we are considering the end point , customer will get their issue solved with the help of right techie person of required department  who has been allocated by automatic ticketing system . The presence of ticketing component allows raising , tracking and allocating of ticket together with keeping a track of the resolution in timely manner .

In order to achieve all these things , company can choose help desk software that best suits their needs . Some of the types of Help Desk software are :

  • Ready-made solutions which are already experts in handling customers like Freshdesk .Such solutions are less expensive as they come on the basis of monthly subscription but at the same time will offer you less flexibility .
  • Add on modules in your existing CRM software. For instance you are using salesforce , you can easily purchase salesforce service cloud in order to store all customer information in one place .
  • Custom help desk solution that best suits the enterprise needs . A software development company can facilitate them with highest level of satisfaction by developing solution as per the tailor needs of the organisation .

Advantages of Help Desk Software

  • Fast response time : As soon as a ticket is raised by the customer support department on request of customer , it will be automatically allocated to the concern department for faster resolution process . This implies to the customer directly that company is serious about proving  excellent customer services even after sales . Setting the priority on the basis of customer requirement helps solving the same on priority basis
  • Brand Creditability : Help desk software helps improving brand recognition . Many of the companies outsource their support services which does not make sense and at the same time customers does not feels personalisation while interacting with your organisation .Because of this reason business is personally willing to address consumer problems thereby aids in increasing brand creditability .
  • Accessibility : Most of the help desk software are now based on web based technology which are easily accessible through phone or computer with working internet connection and web browser irrespective of the geographical location .With help desk ticketing software , all tickets are uploaded in one single unified platform and can be tracked and solved from any place .
  • Automatic Allocation Of Tickets : As soon as ticket is raised , it will get automatically allocated to the specified department , thereby eliminating cumbersome task and paperwork , labour dependencies and more . Tech department are also not getting frustrated and will be getting time to solve the issues .
  • Centralised Database : User has a separate portal online to raise their tickets in a more convenient manner according to their level of priority . Ticket can be stored , viewed , edited and closed once they are resolved in flexible and structured way . The same portal which is already equipped with all customer database can help convey messages in case of any breakdown or site downtime . The centralised repository of customer ticket data is highly secured .

In Conclusion

Help desk software is the best tool which makes life of the technical staff as well as customer easier with automated systems . Implementing these systems in enterprise in timely manner aids in better result and better customer services .