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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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Salesforce1 Helps in Mobile Development

The Salesforce1 is a platform that allows everyone including ISVs, developers, administrators the freedom to develop apps. It uses Software as a service (SaaS) as a platform to provide a completion assistance from app management to distribution.

Today’s world uses apps for their own needs. Apps are driven according to context and provide an intelligent solution. Apps can be developed with clicks, approval processes, and dynamic user interfaces by administrators and business users without basic knowledge. A wide range of businesses due to security issues create apps with less visibility. But Salesforce1 helps the businesses to manage the apps without any limitations. This flexibility has enabled every business, administrator, and developer to create customized apps that are mainly supported by mobile back-end services.

The components that are automatically installed when the user installs the Salesforce1 downloadable app from the Google Play Store are:

  • Salesforce1 for Android
  • Salesforce1 for iOS

The Salesforce1 app cloud platform brings together Heroku and ExactTarget fuel into the group of social, mobile, and cloud services. The Salesforce1 downloadable apps are interconnected apps. In a company, all users can log into Salesforce1 downloadable apps. For each of these apps, security and access policies are controlled using settings provided in the Salesforce1 connected apps package.

The Salesforce1 platform Heroku allows the apps to be developed using Java, Node.js, PHP, Go, Python and Ruby. This wide range of options provides developer to a platform to create integrated application with the use of open source APIs. The Heroku’s Elements Marketplace has more than 150 add-ons for monitoring, analyzing, maintaining and testing.

ExactTarget, a Salesforce1 platform develops apps using Java, .NET, PHP, Python, Ruby, and Web languages. This platform helps in developing standalone apps, which are best suited to integrate with the Salesforce marketing cloud products.

With all these flexible options, Salesforce1 helps businesses, administrators, and developers to develop innovative mobile apps. The Salesforce app cloud delivers the following

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Figure 1: Salesforce app cloud

  • Social Data – In businesses, the Salesforce1 app helps to share the data, updates, workflow, and collaboratively working with a team. This results in increased productivity and also in creating new business opportunities.
  • Complete app development – Salesforce1 provides developers with latest open-source languages and tools to build customized apps that comprise of workflows, processes and formulas, and other user interfaces. Salesforce1 enables storing and working with data through the use of the common platform.
  • Action-based app model – The Salesforce1 app designs and develops a process by analyzing the requirements of customers. Apps are developed using simple steps like create an order, set a delivery date, select a route and much more. This procedure is streamlined and actions are successfully executed with the click of a mouse.
  • Connect all with help of open APIs– Salesforce1 APIs include data loading, social APIs, cutting-edge streaming APIs, and metadata APIs. These APIs describe their roles when used within a suitable business environment.

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The Salesforce1 platform provides the extensive support to resources to develop apps by everyone. Some of the resources include webinars, product documentation, and workbooks. The Salesforce Company has a dedicated server that provides many technical and provides peer-to-peer resources.

 

Attend a Live WEBINAR about Salesforce Training on 27-January-2016 @7:30 PM CST ‪#‎ZaranTech‬

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Time : Wednesday January 27th , 2016 @ 7:30 pm CST

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

Demo Date : 27th January, 2016 @ 7:30 pm CST
Class Schedule : 31st January, Sat & Sun 11:30 am CST 3 hrs each session
Attend a Live Demo Session
: Click here to Register

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

Demo Video by Trainer Amit

Attend a Live WEBINAR about Salesforce Training on 27th-January-16 @7:30 PM CST. Register Link  – http://goo.gl/LpvnkU

Attend a Live WEBINAR about Salesforce Training on 06-January-2016 @7:30 PM CST ‪#‎ZaranTech‬

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Time : Wednesday January 06th , 2016 @ 7:30 pm CST

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

Demo Date : 06th January, 2016 @ 7:30 pm CST
Class Schedule : 11th January, Mon, Wed & Fri 7:30 pm CST 3 hrs each session
Attend a Live Demo Session
: Click here to Register

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

Demo Video by Trainer Amit

Attend a Live WEBINAR about Salesforce Training on 06-January-16 @7:30 PM CST. Register Link  – http://goo.gl/LpvnkU

Attend a Live WEBINAR about Salesforce Training on 14-September-2015 @7:30 PM CST ‪#‎ZaranTech‬

salesforceTime : Wednesday September 14th , 2015 @ 7:30 pm CST

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

Demo Date : 14th September, 2015 @ 7:30 pm CST
Class Schedule : 18th September, Mon, Wed & Fri 7:30 pm CST 3 hrs each session
Attend a Live Demo Session
: Click here to Register

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

Demo Video by Trainer Amit

Attend a Live WEBINAR about Salesforce Training on 14-September-15 @7:30 PM CST. Register Link  – http://goo.gl/LpvnkU

Attend a Live WEBINAR about Salesforce Training on 09-September-2015 @7:30 PM CST ‪#‎ZaranTech‬

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Time : Wednesday Septemer 09th , 2015 @ 7:30 pm CST

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

Demo Date : 09th September, 2015 @ 7:30 pm CST
Class Schedule : 18th September, Mon, Wed & Fri 7:30 pm CST 3 hrs each session
Attend a Live Demo Session
: Click here to Register

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

Demo Video by Trainer Amit

Attend a Live WEBINAR about Salesforce Training on 09-September-15 @7:30 PM CST. Register Link  – http://goo.gl/LpvnkU

Basics of Salesforce

Basics-of-SalesforceSalesforce.com is the enterprise company of “cloud computing” which is distributes business software on a subscription basis. Subscription basis means user/client/company should purchase license and use the sales force online also customized according to the requirement.

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Basics of Salesforce

Basics of Salesforce SandboxIn a Salesforce Developer world, the starting level is to comprehend the need of Sandboxes for your association. At the most essential, you can utilize the Sandboxes for improvement, testing and preparing without bargaining the information and applications in your Salesforce creation association. To understand the advantages it is imperative to comprehend what Sandboxes are accessible and how they ought to be utilized.

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Attend a Live WEBINAR about Salesforce Training on 04-August-2015 @7:30 PM CST ‪#‎ZaranTech‬

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Time : Tuesday August 04th , 2015 @ 7:30 pm CST

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

Demo Date : 04th August, 2015 @ 7:30 pm CST
Class Schedule : 11th August, Tue, Thu & Sat 7:30 pm CST 3 hrs each session
Attend a Live Demo Session
: Click here to Register

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

Demo Video by Trainer Amit

Attend a Live WEBINAR about Salesforce Training on 04-August-15 @7:30 PM CST. Register Link  – http://goo.gl/LpvnkU

More about Salesforce certification

SalesforceSalesforce engineer occupations and administrator employments are extremely hot. As interest for Salesforce.com builds, procuring organizations require more affirmed Salesforce engineers and confirmed Salesforce managers to actualize and keep up their frameworks. Make yourself more attractive as a Salesforce.com master and get Salesforce accreditation to emerge among other potential workers. You can get Salesforce accreditation in the accompanying ways: Administrator, Advanced Administrator, Sales Cloud, Service Cloud, Developer, Advanced Developer and Technical Architect. To end up confirmed, study for the exam or take in the material through experience, then take the exam in one or a greater amount of the Salesforce accreditation tracks or ways depicted beneath.

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