Showing posts with label Blogger. Show all posts
Showing posts with label Blogger. Show all posts

Saturday, 17 March 2018

[#Blogged] How to capture Facebook leads in Salesforce?

Business Requirement - Client promotes his business on Facebook and would like to use Salesforce to store leads and contact them in future. What would be the solution to go ahead with it?

Solution- Rest API Integration/Data upload via Data Loader/Salesforce Lead Capture.

Let's go ahead easy Automation way, Salesforce Lead Capture.
Automate leads from Facebook Lead Ads directly into Sales Cloud
Lead Capture for Sales Cloud allows brands running demand generation campaigns on Facebook using Lead Ads to automate lead form submissions directly into Sales Cloud and map them to Lead Objects.

Screen Shot 2018-03-16 at 7.47.37 PM

This App is provided by Salesforce.

Let's start configuring it in our Developer Org.

Login to App-Exchange and download an app from the link below:

https://appexchange.salesforce.com/appxlistingdetail?listingId=a0N3A00000DrzmfUAB.

Install for Admins only, as we would need to setup it correctly. You can decide it according to your business requirements.

Screen Shot 2018-03-16 at 7.49.29 PM.png

After installing an Appexchange, we usually look in the Application tab for the app installed.

You can find a custom tab created as 'Lead Capture' in the All tabs in Salesforce.

Please authenticate your facebook account which has your business page.Make sure you are admin of the facebook page you wish to automate leads.

Screen Shot 2018-03-16 at 8.05.45 PM.png

Please select which business page(Facebook) you would like to link it.

You would be shown some active forms which fetch data from the Facebook business page.

Screen Shot 2018-03-16 at 8.05.56 PM.png

Map Form fields with Salesforce lead fields (Standard and Custom Fields).

Screen Shot 2018-03-16 at 8.06.05 PM

You can use Fixed Value for some required fields in the lead object.

Screen Shot 2018-03-16 at 8.06.30 PM

So whenever new lead would be submitted, It would be automatically transferred to Salesforce.

Screen Shot 2018-03-16 at 8.06.41 PM.png

How to differentiate between Normal leads and leads which would be inserted into Facebook?

Salesforce Lead Capture used an External ID field as Facebook lead ID ( External ID field is used to avoid duplicates in the records as it performs as a unique key ). You won't find it in the page layout but you can add it there.

Create a list view and in the criteria, you can use Facebook Lead Id not equal to NULL( Facebook_lead_id__c != NULL).List view would show all the leads which would be coming from Facebook.

As we installed the App in the developer org, How to test it if we configured it correct or wrong and lead is going correctly in Salesforce?

Thanks to Facebook, we have a Lead Ads Testing Tool.https://developers.facebook.com/tools/lead-ads-testing

Saturday, 10 February 2018

[#Blogged] Salesforce Non-Profit #Trailhead Badge158

Challenge #1: Accounting in nonprofit settings involves significant complexity.
Challenge #2: Nonprofits must be vigilant stewards of donated monies and carefully monitor what they spend on every initiative and program.
Challenge #3: No two funds or grants are alike, creating extraordinary complexity in nonprofit accounting.
Challenge #4: Nonprofits face stringent requirements for reporting and transparent operations – and those hurdles are multiplying.
Challenge #5: IT budgets and expertise are scarce and financial management software can sometimes seem like a distracting and risky headache.
What if I verbalize Salesforce can solve all the Challenges in a go.

Lets Quick Start on Salesforce Non-Profit with the Help of Trailhead.


A Salesforce edition is a selected set of features and functionalities that also specifies the amount of customization possible, as well as the data and file storage capacity, and the API access available.
With the Power of Us license donation program, Salesforce.org customers receive 10 "CRM Lightning"(which includes both Sales Cloud Lightning and Service Cloud Lightning) Enterprise Edition licenses at no cost. A license is attached to a single user, so with 10 licenses, you could have 10 users logged on to your Salesforce org at one time.

If you need additional licenses or products, you can purchase them at a deep discount from Salesforce.org.
In addition to your 10 Lightning Enterprise Edition (EE) licenses, you may have also chosen an App that will help you manage donations, grants and volunteers. On the Salesforce.org website, you can choose between two trials - the standard Enterprise Edition and the Nonprofit Success Pack (NPSP). The Nonprofit Success Pack App sits on top of your Lightning EE licenses.
Knowing what edition and what app you are using will be vital information for you to know as you review Salesforce documentation, log a tech support ticket, or ask for help from the community.


Sign Up for a free trial 

Astonishing Blog on NonProfit Success Pack from Salesforce.org by
Ines Garcia on Salesforce Ben.

Salesforce for Nonprofits: Start Minute, Dream Astronomically immenseTracy Kronzak

Product Stories by Salesforce

Salesforce Plus NPSP:

“The Salesforce Plus NPSP” house model looks kindred to “the Salesforce,” because the Nonprofit Success  Pack is just a pre-built version of the base Salesforce model, that integrates and transmutes a few things while leaving basic Salesforce functionality intact.
Accounts, contacts, and opportunities are still the major building blocks. However, each NPSP account represents a household. Each household can be associated with multiple donors (contacts) and donations (opportunities). And since nonprofits may need to track more than donors, they can utilize contacts to manage all kinds of people data—members, volunteers, clients, board members. And they can utilize opportunities to manage grants, in-kind gifts, and memberships—not just donations.


Data Management :

Utilizer Interface
Cognate Objects and Records
Security
Mobile Access

Tap Into the Nonprofit Community :

With your Salesforce.org grant, you get a set of no-cost subscriptions to NPSP, along with access to the Power of Us Hub (authenticate with your NPSP tribulation username and password). The Hub is a portal for members of the Salesforce nonprofit community to collaborate. Whether you implement NPSP on your own or with avail from an implementation partner, you can always turn to the Hub with your questions. Folks in the Hub are agog to learn from and avail other users.

References :
https://trailhead.salesforce.com/modules/nonprofit_salesforce_basics/units/nonprofit_salesforce_learn
http://www.excluserv.com/non-profit-starter-pack/

Thursday, 9 November 2017

[#Blogged] How can India Dreamin be technology connector for students?

Being a College student, I might not have heard the technology named Salesforce, but the buzz on the Internet of the event as ‘India Dreamin’ made me google it out. There was some amazing post on #SFDC4Students which made me keener to go around.a India Dreamin provides interactive, hands-on workshops, seminars, and activities for college students seeking to gain valuable exposure in leading-edge technology topics. This event gives students the opportunity to network with young entrepreneurs and other youths from around the country who are pursuing academic and professional futures in the Salesforce technology industry.

Technology alone cannot help the students unless you get proper guidance. I found college students at campuses across the globe admitted being addicted to modern technology. This is where India Dreamin would play the best role in their life. India Dreamin is an enormous Event, who is giving me the opportunity to have a lifetime experience of 

communication with such a great set of the young crowd. Don't forget to take a sneak peek of the event via twitter or website. Listen to inspirational talks from Industry leaders around tech subjects. Every Star Speaker is a Salesforce champ and has been contributing to the community in their unique way. Getting connected with such extraordinary people would be an opportunity we just can’t miss. As I'm myself in my early twenties, it is surely a huge opportunity for me to present myself as a Volunteer in front of the pupils. In the event, it is important for me to have an interactive session with the students and be a resourceful adviser to each one of them. The highlight of the event that I am eagerly looking forward is the rapport and the compatibility that will be created on the premises with the support of the students. I am thrilled to engross myself with everyone present there and be my best to guide them with their queries related to career and similar points. Spot me and let’s have a chit-chat about Salesforce.




Monday, 22 May 2017

[#Blogged] Developer Edition "DE org"

Development and deployment on Force.com typically take place in an environment or org, which provides a number of features and accommodations for applications within that environment. An environment lets you instantly start developing, testing and deploying your app in the cloud. For an explication of the types of environments, optically discern An Exordium to Environments.
Follwing are the salesforce licenses : 
Salesforce Customer Portal
2 Salesforce CRM licenses
2 Salesforce Mobile licenses
3 Salesforce Platform licenses
5 Salesforce Partner licenses
10 Salesforce Customer Portal Manager licenses  

Other Limits for Developer Edition:
5.0 MB of Data Storage
20.0 MB of File Storage ( attachments)
5000 API requests per 24 hours
Any number of applications
A 500 MB bandwidth and 10 minute service request time limits (per rolling 24 hours) 

Developer Edition (often referred to as a "DE org") is a fully-featured development environment with limits on data and users. Developer Edition is used for:


Trailhead - Salesforce's free and fun online learning tool requires Developer Edition.

Development and Testing - If you don't have a sandbox (a copy of your Salesforce production organization), you can use Developer Edition to isolate development and testing.

ISVs - Independent Software Vendors use DE orgs to create managed packages, which may then be released as apps on the AppExchange.


Developer Previews - Sometimes we release new functionality to Developer Edition before other editions, so you can practice with it.


Fun - You can have more than one Developer Edition, so use one whenever you want to mess around and try something new.

How to signup for free developer edition in Salesforce?

1. Open "http://developer.force.com/".

2. Click "Sign Up" button.
3. Fill in the details. Click "Sign me up". 
4. Verify the account in email.
5. Use "https://login.salesforce.com" for login.


Wednesday, 8 March 2017

[#Blogged]Salesforce 18th Birthday

Happy Birthday Salesforce !
Salesforce have turned 18th today , Isn't it exciting the company you work and it grows with you .
 The company was founded in 1999 by former Oracle executive Marc Benioff, Parker Harris, as a company specializing in software as a service (SaaS).[8]
I still remember , the first time I heard the name 'Salesforce '


I started my salesforce journey in 2013 after my 12th Class examinations , And from solving Force.com Fundamentals to grabbing a job as a Salesforce Developer  and Being the DG Leader in Chandigarh Tricity Area . Salesforce just changed my life as well as the thinking of mine .I am still pursuing my graduation and I literally don't think any other technology gives you a life-changing chance as Salesforce did.
I would like to thank and wish “Happy Birthday” to all Salesforce Employees, Customers, Partners, Non-Profit Organizations etc.=Party Hard ! Salesfor

Tuesday, 28 February 2017

[#BloggedFormula field to add 1 month exact in close date)


Formula field to add 1 month exact to close date



DATE ( 
YEAR(CloseDate) + FLOOR((MONTH(CloseDate) + 1 - 1)/12), 
CASE(MOD(MONTH(CloseDate) + 1, 12 ), 0, 12, MOD(MONTH(CloseDate)+ 1, 12 )), 
MIN(DAY(CloseDate), 
CASE(MOD(MONTH(CloseDate) + 1,12), 9, 30, 4, 30, 6, 30, 11, 30, 2, 
IF(MOD(YEAR(CloseDate) + FLOOR((MONTH(CloseDate) + 1)/12), 400) = 0 || (MOD(YEAR(CloseDate) + FLOOR((MONTH(CloseDate) + 1)/12), 4) = 0 && MOD(YEAR(CloseDate) + FLOOR((MONTH(CloseDate) + 1)/12), 100) <> 0 
),
29,28),
31)) 
)









Monday, 27 February 2017

[#Blogged]Day, Month and Year from Date

Sample Code (Use this in apex class):

Date gettingdate;
Integer dy = gettingdate.day();
Integer monh = gettingdate.month();
Integer yer = gettingdate.year();

Monday, 20 February 2017

[#Blogged]Managed or Unmanaged Packages

MANAGED OR UNMANAGED PACKAGES
Packages come in two forms:
  • Unmanaged
  • Managed

UNMANAGED PACKAGES

Unmanaged packages are typically used to distribute open-source projects or application templates to provide developers with the rudimentary building blocks for an application.
Once the components are installed from an unmanaged the package, the components can be edited in the organization they are installed in.
The developer who engendered and uploaded the unmanaged package has no control over the installed components, and can't change or upgrade them.

MANAGED PACKAGES

Managed packages are typically utilized by salesforce.com partners to distribute and sell
applications to customers.
These packages must be engendered from a Developer Edition organization.
Utilizing the AppExchange and the License Management
Application (LMA), developers can sell and manage utilizer-predicated licenses to the app.
Manage packages are withal plenarily upgradeable. To ascertain seamless upgrades, certain
destructive changes like abstracting objects or fields may not be performed in a managed
package.
Managed packages additionally offer the following benefits:
  • Astute property auspice for Apex.
  • Built-in versioning support for API accessible components
  • Remote access support (OAuth)
  • The competency to branch and patch an antecedent version
  • The competency to seamlessly push patch updates to subscribers
  • Unique denominating of all components to ascertain conflict free installs