Tag Archives: salesforce developer training

Essential Salesforce Service Workflows you must know

Small businesses can achieve a lot with Sales force Service Cloud, which unfortunately does not elaborate much on automation. However, there are certain easy ways in which true potential of the tool can be unboxed. Some Essential Sales force service cloud workflows are discussed here, which can be utilized by business users to enhance system productivity. If pursuing Sales Force training program is on cards, followingWorkflow concepts could be very useful.

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Key Customer Case Notification

Here is a workflow that can help you out in keeping your commitments with your clients and maintaining your SLAs. All you need to do is to create a field named Key Account or something similar on the Account Object. Your sales team can then mark it true for all the accounts that deserve special focus in your opinion.

This option can be further utilized to create more such options so that appropriate individuals are informed as and when any progress is being made with respect to their accounts. You can maintain email notifications to notify the concerned individuals.

Notify relevant people in high profile cases

It is advisable that you set up notifications when a high profile case is opened. Since such cases do not occur too frequently, you would want these to be closed as soon as possible to avoid any escalation later on.

Your customers can be extremely unhappy if their concerns are not met within an accepted time frame or sooner. Hence, it is highly important that relevant people are notified as and when a high profile case is opened. This will essentially prevent a lot of bad blood later on.

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Issue a warning if a high priority case is not assigned

There can be a lot of problem if a high priority case is not assigned to appropriate individual as the client’s problems remain unsolved which can lead to an escalation and possibly, very bad feedback for your business. It is always advised to issue an alert or a warning if such a case is not assigned to anybody within an accepted time frame and appropriate remedial action not taken.

Auto response to customer

If you would lodge a complaint or even a simple ticket with any service provider, what is the least action that you would expect? Well, you guessed it right, you want at least expect an update that your request or call has been logged. Why not give this standard feature to your own customers? You can set up an auto response in Sales Force that an auto response is sent to your customers as and when a new ticket is opened. This would keep them assured that their concern is being looked into by your team and a resolution is expected any time soon!

Update status of the case whenever an email is sent or received

Even a simple workflow can do a lot and nothing demonstrates this better than this workflow. The case status gets updated every single time a mail is sent or received regarding any particular case. Depending on who sent the last email the status of the case gets updated automatically. For instance, you can set up status messages like ‘Response from customer received’ or ‘Awaiting response from customer’. This will essentially list everything in black and blue and sets up everyone on the same page.

Planning to seek a professional Sales force online course? Make sure Workflows is an integral part of the syllabus. Anything less may not be helpful.

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All you wanted to know about the SalesForce MVP program

By the standard definition proposed by Salesforce – ‘“This program recognizes exceptional individuals within the Salesforce community for their leadership, knowledge, and ongoing contributions.”

There are no defined prerequisites, set parameters or any qualification criteria than just your ability to participate and resolve complex issues posted over the web through different channels. It’s a rare recognition that puts you amongst the finest tech consultants in the world.

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Who is a MVP in Salesforce?

An exceptional Consultant driven by years of substantial experience and a penchant towards contributing to the community in different forms; defines a Salesforce ‘Most Valued Professional’.  A Salesforce MVP indulges into deep research and puts forward expert opinions on day to day developments.

Continue reading All you wanted to know about the SalesForce MVP program

Difference between Salesforce.com and Force.com

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In order to understand the difference between salesforce.com and force.com, one must understand the basic cloud computing concepts.

Salesforce is a company and Salesforce.com is a Customer Relationship Management (CRM) application developed based on Software as a Service (SaaS). Force.com is a platform that helps developers and business users to build powerful enterprise applications. Continue reading Difference between Salesforce.com and Force.com

Attend a Live WEBINAR about Salesforce Training on August 04, 2016 @8:00 p.m. CST

salesforceTime : Thursday August 04, 2016 @ 8:00 p.m. CST

You are most welcome to join our upcoming batch, details of the same are as follows:

Attend a Live Demo Session Sign up for SALESFORCE Webinar
Batch Start Date : August 11, 2016 @ 08:00 p.m. CST
For More Information
SALESFORCE Course Details
Class Schedule : Tue-Thu-Sun @ 08:00 p.m. CST, 3 hrs each session 

Contact : Richard @ 515-309-2098, Email : richard@zarantech.com

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Attend a Live WEBINAR about Salesforce Training on August 04, 2016 @8:00 p.m. CST. Register Link  – http://goo.gl/LpvnkU

Attend a Live WEBINAR about Salesforce Training on July 07, 2016 @8:00 p.m. CST

salesforceTime : Wednesday July 07, 2016 @ 8:00 p.m. CST

You are most welcome to join our upcoming batch, details of the same are as follows:

Attend a Live Demo Session Sign up for SALESFORCE Webinar
Batch Start Date : July 17, 2016 @ 08:00 p.m. CST
For More Information
SALESFORCE Course Details
Class Schedule : Tue-Thu-Sun @ 08:00 p.m. CST, 3 hrs each session 

Contact : Richard @ 515-309-2098, Email : richard@zarantech.com

Demo Video by Trainer Pragathi

Attend a Live WEBINAR about Salesforce Training on July 07, 2016 @8:00 p.m. CST. Register Link  – http://goo.gl/LpvnkU

Salesforce Interview Questions and Answers you must prepare in 2016

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Salesforce is the most powerful suite of Cloud applications offering greater insights at Sales, Services and Marketing modules of CRM. While a huge number of candidates are expected to appear for Salesforce Certification in 2016, the following questions will help evaluate your basics and perform well.

  1. What is the difference between Force.com and Salesforce.com?
    Force.com is the PaaS vertical that forms the foundation for the code, database fetching and UI development. Salesforce.com, being a superset is the SaaS vertical referring to the CRM functionality (Sales, Services & Marketing).
  1. What is the difference between isNull and isBlank?
    IsBlank () is a function that checks if an expression has a value or not. It returns TRUE if there is no value else False. It supports all fields’ type including Text.

IsNull () delivers similar functionality with a difference it supports Number fields only.

  1. Explain different relationships in SFDC.
    Lookup Relationship
    Lookup relationship links up two objects and up to 25 such objects can be linked. Parent fields are not mandatory here and they can be multiple layers deep. Addition to it there is no impact on security or deletion.
    Master-Detail Relationship Master-Detail Relationship has to be a Parent-Child relationship only where Master denotes the Parent and Detail as the child. It can link up to 2 objects and deleting a Parent field automatically deletes Child field. A child in one relationship can’t be the parent in any other relationship.
  1. What is the difference between SOQL and SOSL?
    SOQL – Salesforce Object Query Language

    • Can search one object at a time only
    • Can be used in Triggers and Classes
    • DML operations can be performed
    • All types of fields included

    SOSL – Salesforce Object Search Language

    • Can search multiple objects at a time
    • Can’t be used with Triggers
    • DML operations can’t be performed
    • Works only for email, text and phone types
  1. How many reports types are there in Salesforce?
    There are 4 types of reports in Salesforce that are used to summarize object information

    • Tabular Report – for displaying grand total in Table format
    • Matrix Report – Grouping based on Rows and Columns
    • Summary Report – Grouping done based on Columns only
    • Joined Reports – Joining two or more reports
  1. What is Audit Trail?
    Audit Trail is a function that helps track all the changes performed by different administrators to the Organization in the past 6 months.  It covers details such as

    • Date of changes made
    • Username that made the changes
    • Details of the changes made
  1. What Workflow actions can be performed in Salesforce?
    Following actions can be performed –Email Alert – Email alerts can be triggered through a template developed by the Workflow rule and thus send out a list of recipients.Field Update – Workflow actions to automatically update the value of a field. This could be a calculated value, blank or populate a specific value.Task – Allows assigning a task to a user specifying Subject, Status, Priority and Due Date.Outbound message – It triggers a specific information or message shooting to external services via SOAP messages.
  1. What is the Permission Set?
    Permission Set can be used to grant extended access to a user or more without changing their profiles.

    • Object settings for Tab, Object permissions and Field permissions
    • Access to Apex class
    • System permissions
    • Visualforce access
  1. What is a Dashboard? What are the different components?
    A Dashboard is the page to view reports. Up to 20 multiple reports can be analyzed in a Dashboard.

    • Chart –  For graphical representation
    • Gauge – For depicting some value within a range of values
    • Metric -For key values
    • Visual Page – For creating custom components and display values
    • Custom S Control – For displaying content in a Browser such as Excel files, Java Applet, ActiveX Control etc.
  1.  What are Dependent Fields?
    Dependent Fields can be attached with filters. That is, a condition can be set for displaying the value in a field for example > 100 etc. This was just a glimpse of important Salesforce Interview Questions. It is an extensive platform and calls for a complete course to achieve expertise.Stay in touch for more valuable feeds.

For SALESFORCE DEVELOPER & ADMIN Training needs, Visit http://www.zarantech.com/course-list/salesforce/. Call  515-309-2098 or email richard@zarantech.com

Attend a Live WEBINAR about QA Training on June 01, 2016 @7:30 p.m. CST

Quality Assurance Training

 

 

Time : Wednesday June 01, 2016 @ 7:30 p.m. CST

You are most welcome to join our Upcoming batch, details of the same is as follows:

Attend a Live Demo Session : Sign up for QA Webinar
Batch Start Date : June 06, 2016 @ 07:30 p.m. CST
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Class Schedule Mon-Thu 07:30 pm CST 3 hrs each session

Contact : Lakshmi @ 515-309-2128, Email : lakshmi@zarantech.com

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Attend a Live WEBINAR about Salesforce Training on Apr 17, 2016 @8:00 p.m. CST

salesforceTime : Tuesday Apr 17, 2016 @ 8:00 p.m. CST

You are most welcome to join our upcoming batch, details of the same are as follows:

Attend a Live Demo Session Sign up for SALESFORCE Webinar
Batch Start Date : Apr 21, 2016 @ 08:00 p.m. CST
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Class Schedule : Sat-Sun @ 09:30 a.m. CST, 3 hrs each session 

Contact : Richard @ 515-309-7846, Email : richard@zarantech.com

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Attend a Live WEBINAR about Salesforce Training on April 17, 2016 @8:00 p.m. CST. Register Link  – http://goo.gl/LpvnkU

Attend a Live WEBINAR about Salesforce Training on Apr 19, 2016 @8:00 p.m. CST

salesforceTime : Tuesday Apr 19, 2016 @ 8:00 p.m. CST

You are most welcome to join our upcoming batch, details of the same are as follows:

Attend a Live Demo Session Sign up for SALESFORCE Webinar
Batch Start Date : Apr 21, 2016 @ 08:00 p.m. CST
For More Information
SALESFORCE Course Details
Class Schedule : Tue-Thu-Sun @ 08:00 p.m. CST, 3 hrs each session 

Contact : Richard @ 515-309-7846, Email : richard@zarantech.com

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Attend a Live WEBINAR about Salesforce Training on April 21, 2016 @7:30 p.m. CST. Register Link  – http://goo.gl/LpvnkU

Attend a Live WEBINAR about Salesforce Training on Apr 12, 2016 @7:30 p.m. CST

salesforceTime : Tuesday Apr 12, 2016 @ 7:30 p.m. CST

You are most welcome to join our upcoming batch, details of the same are as follows:

Attend a Live Demo Session Sign up for SALESFORCE Webinar
Batch Start Date : Apr 15, 2016 @ 07:30 p.m. CST
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Class Schedule : Mon-Wed-Fri @ 7:30 p.m. CST, 3 hrs each session 

Contact : Richard @ 515-309-7846, Email : richard@zarantech.com

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Attend a Live WEBINAR about Salesforce Training on April 12, 2016 @7:30 p.m. CST. Register Link  – http://goo.gl/LpvnkU