#salesforce lightning services salesforce mobile app development salesforce appexchange development

[thecloudfountain]

How Salesforce CRM Integration Can Accelerate Your Business Growth

In today’s fast-paced digital environment, organizations are increasingly turning to cloud-based Customer Relationship Management (CRM) solutions to improve operational efficiency and customer engagement. Salesforce, the world’s leading CRM platform, empowers businesses to streamline processes, enhance productivity, and make data-driven decisions. However, leveraging the full potential of Salesforce requires more than just basic setup—it demands deep customization, seamless integration, and strategic implementation. That’s where CloudFountain, a trusted Salesforce Development Company, steps in.

Why Salesforce CRM Integration Matters

Salesforce CRM Integration enables businesses to unify their customer data across multiple platforms, including marketing, sales, support, finance, and operations. Instead of operating in silos, departments can collaborate more effectively with a 360-degree view of the customer journey. This integration minimizes manual data entry, reduces errors, and boosts productivity by automating routine tasks.

For instance, integrating Salesforce with marketing automation tools like HubSpot or Mailchimp allows businesses to run targeted campaigns based on real-time sales data. Similarly, connecting Salesforce with ERP systems such as SAP or Oracle ensures financial transactions and order management are always in sync.

At CloudFountain, we specialize in delivering tailor-made Salesforce Integration Solutions that empower businesses to create a unified tech ecosystem. Our approach ensures minimal disruption to daily operations while maximizing long-term value.

Sales Cloud Implementation: Turning Leads into Loyal Customers

The Sales Cloud is a powerful Salesforce product designed to manage leads, opportunities, accounts, and customer contacts all in one place. With advanced AI capabilities, customizable dashboards, and mobile accessibility, Sales Cloud enables sales teams to close deals faster and more efficiently.

Sales Cloud Implementation involves configuring the platform to align with a business’s unique sales processes. This can include:

Setting up lead scoring and routing

Automating approval processes

Customizing pipelines and forecasting tools

Creating tailored dashboards and reports

At CloudFountain, we provide comprehensive Sales Cloud implementation services that help organizations boost lead conversion rates, improve team productivity, and enhance customer satisfaction. Our certified consultants work closely with stakeholders to ensure the implementation delivers measurable results.

Partnering with a Salesforce Development Company You Can Trust

Every business is different, and off-the-shelf CRM solutions often fall short in addressing industry-specific requirements. That’s why businesses turn to a reliable Salesforce Development Company like CloudFountain for custom solutions.

Our development team is experienced in building custom Salesforce applications that extend the platform's core functionality. Whether it’s a customer portal, partner management tool, or complex workflow automation, our Salesforce-certified developers bring your vision to life while ensuring high performance and scalability.

In addition, we follow Salesforce best practices and Agile methodologies to ensure on-time delivery and smooth user adoption. With a strong focus on innovation and user experience, we help our clients future-proof their CRM investments.

Scalable and Smart Salesforce App Development

Custom apps built on the Salesforce platform provide businesses with the flexibility to innovate and grow without limitations. As a leading provider of Salesforce App Development, CloudFountain specializes in designing, developing, and deploying scalable Salesforce apps that solve real-world problems.

Our app development services include:

Custom Lightning Web Components (LWC)

Visualforce page development

Apex triggers and batch classes

AppExchange app development and security review

Integration with third-party APIs

Whether you need a standalone Salesforce app or a component that enhances existing functionality, our team ensures a seamless user experience backed by robust performance.

Choosing the Right Salesforce Integration Consultant

Integration is not just about connecting systems—it’s about ensuring that those systems work together intelligently to drive business outcomes. That’s where the role of a Salesforce Integration Consultant becomes crucial.

At CloudFountain, our integration consultants take a strategic approach to integration. We begin by understanding your business objectives and existing technology stack. Then we design and implement a solution that bridges the gap between Salesforce and other mission-critical applications—whether cloud-based or on-premises.

Our consultants are well-versed in MuleSoft, REST/SOAP APIs, middleware platforms, and ETL tools. As your Salesforce Integration Consultant, we ensure seamless data flow, enhanced system performance, and improved customer engagement.

Why CloudFountain is the Preferred Salesforce Integration Company

What sets CloudFountain apart as a top-tier Salesforce Integration Company is our ability to deliver end-to-end Salesforce solutions that align with your strategic goals. From initial consulting and development to ongoing support and training, we help businesses harness the full power of Salesforce.

Our key differentiators include:

A team of certified Salesforce developers, consultants, and architects

Deep expertise across industries like finance, healthcare, manufacturing, and retail

Proven track record of successful implementations and integrations

Flexible engagement models tailored to your budget and timeline

By choosing CloudFountain, you’re not just investing in a service provider—you’re partnering with a team dedicated to your long-term success.

Conclusion

In an increasingly competitive marketplace, having a well-integrated, intelligent CRM system is no longer optional—it’s a necessity. CloudFountain’s expertise in Salesforce CRM Integration, Sales Cloud Implementation, and Salesforce App Development helps businesses unlock the full potential of Salesforce. Whether you’re just getting started with CRM or looking to optimize an existing setup, our team is ready to guide you every step of the way.

Ready to transform your Salesforce experience? Contact CloudFountain today for a free consultation.

[saleforce]

Building High-Performance Salesforce Mobile Apps: Best Practices and Tips

The ability to access critical data and functionality while on the road is a game-changer for Salesforce customers. In the digital age, mobile apps have become an essential component of corporate operations. Salesforce Mobile Apps enable businesses to keep in touch, make wise decisions, and expedite procedures. Nevertheless, meticulous preparation and adherence to best practices are necessary when developing high-performance Salesforce mobile apps. We'll go over the main strategies and tactics in this blog to assist you in developing mobile apps that not only satisfy but also beyond the expectations of your consumers.

Define Clear Objectives Before you dive into app development, it's essential to define clear objectives for your Salesforce mobile app. Understand the specific use cases and user needs that the app should address. Whether it's sales, service, or custom processes, having a well-defined goal will guide your development efforts and ensure that the app truly adds value to your organization.

Mobile-First Design Designing with a mobile-first approach is crucial for creating high-performance Salesforce mobile apps. Mobile devices have unique limitations and user behaviors, so your app's interface should be intuitive, responsive, and optimized for smaller screens. Embrace responsive design principles to ensure your app functions seamlessly on a variety of devices and screen sizes.

Optimize User Experience (UX) A great user experience is a hallmark of high-performance mobile apps. Salesforce provides components and design frameworks to create user-friendly interfaces. Focus on efficient navigation, intuitive workflows, and minimizing the number of clicks required to access information or perform tasks. Usability testing and feedback from actual users can help you fine-tune the app's UX.

Streamline Data Access Salesforce is known for its data capabilities, so ensure that your mobile app provides easy and efficient access to the data your users need. Use features like Salesforce Mobile SDK, Lightning Data Service, and Salesforce Connect to retrieve and display data in real-time. Avoid unnecessary data transfer and implement caching to reduce load times.

Offline Functionality Sales professionals and field service teams often work in areas with limited or no network connectivity. To enhance app performance, consider building offline capabilities into your Salesforce mobile app. Users should be able to access critical data and perform key tasks even when offline. Data synchronization when a network connection is available should also be seamless.

Security and Compliance Data security is paramount, especially in mobile apps that handle sensitive customer information. Ensure that your app complies with Salesforce's security guidelines and industry standards. Utilize features like Salesforce Shield to protect data and consider implementing two-factor authentication for enhanced security.

Regular Updates Salesforce continually releases updates and improvements, so it's important to keep your mobile app up to date with the latest features and enhancements. Regularly review Salesforce release notes, and make necessary adjustments to your app to take advantage of new capabilities and optimize performance.

Test Extensively Thorough testing is a non-negotiable step in building high-performance mobile apps. Test your app on various devices, operating systems, and network conditions. Utilize tools like AppExchange, AppExchange Check, and third-party testing services to identify and resolve performance issues, security vulnerabilities, and usability problems.

User Training and Support Even the best mobile app won't reach its full potential if users aren't familiar with its features and capabilities. Provide comprehensive training and support resources for your users to ensure they can leverage the app effectively.

Gather Feedback Once your mobile app is deployed, actively seek feedback from your users. Their insights can help you identify areas for improvement and fine-tune your app to meet evolving needs.

In conclusion, building high-performance Salesforce mobile app development involves careful planning, design, and ongoing maintenance. By adhering to best practices, optimizing the user experience, and prioritizing security and performance, you can create mobile apps that empower your team and enhance your organization's capabilities in the Salesforce ecosystem. With the right approach, your Salesforce mobile app can be a valuable asset in boosting productivity and achieving business goals and connect now Cloud Analogy.

[vanessaforest]

Extend Your Capabilities with Salesforce App Development from Ergonized

Providing a high-quality customer experience has turned into a necessity in the digital marketplace. You can achieve it with the help of the most modern technologies that can be customized according to the needs of the customer.

Salesforce is an essential ally for today's businesses that want to meet customer needs on time. The ecosystem Salesforce offers multiple features and tools to streamline day-to-day business processes, providing countless solutions.

The Salesforce cloud platform provides the ability to bring your service, sales, commerce, marketing, and IT teams together in one place. Thus, Salesforce app development services enable companies to create apps that engage customers and provide a deeper insight into their preferences.

There are many goals you achieve with Salesforce, and in this sphere, the Ergonized team is ready to help you. We offer a full-scale service package covering all possible businesses’. Our Salesforce developers not only work on enterprise application software for your company but also create a complete way to connecting companies with their customers. We improve your business with Salesforce technologies, including Service and Sales Cloud, custom mobile apps, and more.

As a Salesforce consulting partner, Ergonized automates a variety of tasks by incorporating features in order to optimize your company's workflow. Our developers adhere to an innovative approach to CRM that spans everything from sales and marketing to finance and public relations.

The Force.com platform provides the tools you need in a development environment. You can use Platform as a Service to develop unique apps for Android and iOS and our Salesforce developers can help you with that.

In addition, our Salesforce certified app developers build objects, tabs, and rules for the integration of your existing infrastructure on the Salesforce platform and into the Force.

The Salesforce AppExchange is the marketplace where you can find all categories of ready-made apps for your business. Any AppExchange app can be installed in Salesforce with one click.

Using the Lightning Platform allows supporting Salesforce1 right out of the box. It provides all the necessary tools and services for the unlimited creation of complex client applications.

Our engineers have the experience for large-scale integrations and can connect with almost any tool to the core of Salesforce components. Plus, our team can easily transfer your database from your outdated CRM to Salesforce. It is ideal for companies with legacy systems or enterprises looking for flexible and scalable technologies.

We do not limit our consulting services to the Salesforce app development. Our aim - adds value to your company at another phase of your Salesforce cooperation.

Keeping your CRM infrastructure in good shape is key to the success of your core business. We will bring over this task and help you in case of any problems. Ergonized will take your businesses to a higher level with a rich ecosystem by Salesforce.

[educationtech]

What is Salesforce? Uses, Certifications, and Benefits - Arya College

The best Engineering college in Jaipur Rajasthan

has one of the subjects to teach which is Salesforce CRM provides a complete solution that includes feature-rich solutions for marketing, sales, services, partner management, and community management.

It also grew into a cloud software solution and acquired several other companies for Paas(Platform as a Service) and Saas (Software as a Service).

Salesforce teminology

Opputunities:- A potential sales deal that you want to track

Leads:- A leads is a prospects or potential opputterminologypOpportunitiespress interest

Account:- Any company or organization you lead manages prospecting prospects, or opportunity partner vendors most expressed:- A person who work for an account

Tasks :-Opputunity, Contact, Activities and Account

Reports:- Summariesworkserated based on information entered into salesforce in reality.

Clouds and Platform

Service cloud, jigsaw, chatter, Appforce, Siteforce, Heroku, ISVforce and VMforce.

Different sets of Clouds in Salesforce

Sales Cloud

Service Cloud

Marketing Cloud

Community Cloud

Wave Analytics

Apps and Programs

IOT Cloud

Sales Cloud

It help to sell products and Services, manage connection with customer, and close more deals, alos it include Chatter, Social Contact, Marketing and Leads, Data.com, opportunities and quotes, helps work process, Files and Libraries, Analytics and Forecasting, Partner Management, AppExchange, includes calendaring

Features of Sales C, loud

Contact Management, Opportunity Management, SalesforceIQ Inbox, Salesforce®Engage, Sales Collaboration, Lead Management, Marketing Automation, Sales Data, Partner Management, Lightning Voice  and Mobile App

workflow and Approvals, Inside Sales Console, Email Integ, ration, Flies Sync and Share, Reports & Dashboards, Sales Forecasting, Territory Management and Sales Wave Analytics

Benefits Using Salesforce Sales Console

Easily spot important fields on records.

Get helpful information through quick access to sales intelligence.

Quickly log interactions for each record.

Service Cloud

Agent productivity Increases reduce service costs and gain better visibility into Service Organization. It includes a Customer Portal, Live Agent, Contract, and entitlement

Features of Service Cloud

Lightning Console

Live Agent, Communities

Knowledge, Snap-ins

Service Wave Analytics

Field Service Lightning

Omni Routing

Social Customer Service. Etc

SalesforceIQ CRM

It set up in minutes, so you can put Relationship Intelligence technology to work for you and start choosing more deals. The definition of CRM is customer relationship management. CRM can help you:

Increase leads

Customer loyalty

Satisfaction

Features of SalesforceIQ CRM

Capture all your customer communication automatically.

Personalize SalesforceIQ to match your sales process.

Get immediate insights out of the box.

Get to decision-makers faster.

See essential customer data in your inbox.

Stay on top of every deal.

There are many more:-

Marketing Cloud, Community Cloud, App Cloud, and IoT Cloud.

Future Growth with engineering

Btech College of Engineering in Jaipur Rajasthan says For a good engineer salesforce plays a vital role, for Engineering if someone is doing IT engineering or Computer Engineering then sales force with its development and programs provides information and knowledge and creates some new skills for it and one person can get a good job and salary with this skill set, also Engineering and Salesforce having great combination. One can give Tech things and one can give market knowledge. With blend of both A person can be more successful in near future

Benefits using Salesforce

Low-risk and Cost cloud-based solution software service to buy.

It Supports all the Browsers.

Salesforce requires no software to install.

There are no hardware requirements either

Conclusion

Top Engineering college of Jaipur Rajasthan says It’s a cloud-based CRM solution. Low setup costs. No hardware, no software, no hassle. Automatic upgrades: 3 times a year. Scales with your business. Add users when you need to. Integrate with best-in-class apps. It also gives security to businesses of any size. It helps increase sales.

[algoworks-solutions-inc]

What To Expect After Hiring A Salesforce Consulting Company?

Today, Salesforce CRM is the most adapted technology by B2B and B2C companies that want to manage customer relationships and interactions smoothly. Why stay behind when your company can unleash profitable business prospects with Salesforce CRM? It’s high time to choose an expert Salesforce company that can customize Salesforce integration & development solutions based on your business requirements. This guide will discuss what to expect from the Salesforce consultant in customizing and optimizing the Salesforce CRM functionalities. So let’s begin!

Assistance To Choose The Right Salesforce Product

The professionals will be part of your Salesforce journey from the beginning. Salesforce offers multiple features and capabilities with various products and services. The top products include Salesforce Cloud for Application, Service, Sales, Marketing, Analytics, IoT, Commerce, Integration, and more. But your business doesn’t need all of these.

The professionals will help you choose the right products and services from Salesforce. A professional Salesforce Partner like Algoworks will analyze your business requirements and suggest the required products and services. It’s a great way to plan your expenses for Salesforce Products & Services. 

Get Complete Guidance With Salesforce Setup

The Salesforce consultant first understands your business needs and then suggests the most suitable solutions for Salesforce implementation and integration. The professionals take care of the entire implementation process including:

Access all functionalities for the Salesforce interface

Recommend efficient Salesforce integration tools.

Assist with API development activities.

Custom integration apps based on the requirements.

Perform cloud-based real-time integration.

Minimize the potential blockers along the way.

The professional consultants ensure your system is established, matching your business’ long-term goals. So you can expect personalized Salesforce implementation solutions from top companies like Algoworks Solutions Inc that fit all your needs.

Develop & Maintain Applications For Salesforce AppExchange

If you want to publish enterprise applications on the online marketplace of Salesforce AppExchange, Salesforce Consultants will guide you. The professional experts support both managed and unmanaged Salesforce AppExchange Applications. So you can either publish the existing applications or custom-develop new applications from scratch.

The Salesforce Consultants can build unique application features with Salesforce Lightning-ready components. So you can upgrade your applications with excellent Salesforce Lightning & Mobile compatible features. In this way, the Salesforce company takes care of the application build, deployment, and maintenance needs on Salesforce AppExchange with Force.com platform support.

Added Advantages Of Hiring A True Salesforce Partner

It goes without saying that only a trusted Salesforce partner consultant can help you with your Salesforce CRM transformation journey. The certified Salesforce Partner offers dedicated services to complete Salesforce implementation and deployment on time. This way, you put your business operations in good hands and ensure everything gets done correctly!

Algoworks is the most trusted Salesforce consulting company, offering end-to-end Salesforce consultancy & development services. From helping you choose the right Salesforce product to custom-developing Salesforce AppExchange applications, the professionals will help you elevate your business growth to the next level. Now the company is a proud Salesforce Summit (Platinum) partner, ensuring you get the best advice & guidance that you need!

[salesforceconsultant]

Want to develop custom apps for AppExchange? Avail Damco’s Salesforce App Development Services and build Lightning-ready mobile-first apps for your business.

[codinix]

Some Significant Aspects of Salesforce Lightning

Summary: With salesforce lightning service, you get a framework, which simplifies the process of app development for inexperienced users. In this article, you will know about some significant aspects of lightning and will find how useful it is for your business.

Salesforce lightning is a component-based framework that is meant for simplifying the app development process for business users who do not have the programming knowledge and experience.

Here, you will know some prominent things about lightning, which will help you in understanding this process.

First of all, it is necessary to understand that first you need to contact a company that provides salesforce lightning service for appropriate guidance and other procedures.

What You Find in Lightning

Lightning consists of the collection of tools and technologies with advanced functionalities and an easy-to-use user interface. Lightning offers drag-and-drop app-building capabilities to allow designers and salesforce admins to create responsive apps that operate seamlessly on mobile and across browsers.

In this platform, the admins get out-of-box dashboard components, which they can customize as per the organization’s branding.

Salesforce AppExchange App and Lightning

The best example of lightning can be found on the salesforce AppExchange app website. AppExchange provides you ready-to-install apps for your business to extend the functionality of Salesforce. In addition to this, you also get customizable lightning web components.

You can also acquire Salesforce AppExchange app services from the company from which you are going to take lightning services.  

Features of Lightning

Understanding the features of lightning is the best way to know why lightning is one of the best suitable services for your enterprise. Here are some prominent features of lightning, which will give you more idea about this wonderful framework.

With lightning, you experience a graphical user interface (GUI), which is optimized for speed.

With its Lightning App Builder, you find drag and drop capacities for app creation and customization.

You also get Lightning Component Framework, in which you find tools and extensions that allow the components of standalone apps and the development of reusable components.

AppExchange, the brief information of which has already been mentioned above, makes over 50 partner components in the App Builder.

Another feature is Lightning Connect, which is an integration tool meant for making it easier for Force.com apps to consume data from any external source, which conforms to the OData specification.

Design System of the lightning offers style guides and user experience best practices for the purpose of  app development.

Benefits of Salesforce Lightning

There are numerous benefits of salesforce lightning, which can help your business in several ways. Some of these benefits include:

Enhanced Productivity: Enhanced productivity is one of the biggest advantages of lightning. It has forward-thinking tools such as Salesforce Einstein, which makes it easier for users to accelerate the existing process.

Saved Time and Investment: A lot of time and investment is saved when your company adopts lightning.

Third-Party Integrations and Customizations: It is made easier by lightning framework for the developers to create contemporary salesforce apps. Due to this, integration to several third-party apps becomes many times accessible for developers and administrators alike.

Modernized User Interface: In lightning, you find a modernized user interface in look and feel. Besides, you get easier-to-read text, icons, and graphics to provide a better and clearer overall business snapshot. It also comprises updated dashboards that give you improved visibility into the metrics, which matter most to your role.

Certainty for the Coming Years: According to some experts, with lightning, you get certainty for a long time duration.

To Sum Up

The above-mentioned ones are some of the important aspects of salesforce lightning. Lightning provides a lot of things to the users, so there is still plenty to explore. But, in a nutshell, you find that switching to lightning can be one of the best decisions for you for your business.

It is hoped that lightning will be proven to be one of the best frameworks for your enterprise.

[nehadeep]

Salesforce Platform Developer I

Salesforce Platform Developer I The Salesforce Platform Developer I credential is intended for individuals who have knowledge, skills, and experience in building custom applications on the Lightning Platform. This credential encompasses the fundamental programmatic capabilities of the Lightning Platform to develop custom business logic and interfaces to extend Salesforce using Apex, Visualforce, and basic Lightning Components. To achieve this credential, a candidate must successfully pass the Salesforce Platform Developer I exam. This exam is also a prerequisite to the Salesforce Platform Developer II Multiple Choice exam. The Salesforce Platform Developer I candidate has the experience, skills, and knowledge outlined below: Has experience with object-oriented languages such as Apex, Java, JavaScript, C#, and Ruby. Knows the capabilities of the core objects in the Salesforce schema. Knows when to use declarative vs. programmatic methods. Knows when to use the Lightning Process Builder vs. an Apex trigger. Knows the capabilities and use cases for formula fields and roll-up summary fields. Is familiar with and able to leverage relevant declarative capabilities of the platform, where appropriate. Is familiar with the basics of the Lightning framework. Has experience with data-driven applications and relational databases. Has experience with Model View Controller (MVC) architecture and component-based architecture. Knows when to use the Lightning Process Builder vs. an Apex trigger. Can use the fundamental programmatic capabilities of the Lightning Platform to develop custom interfaces to extend Salesforce capabilities and develop custom business logic. Can extend the Lightning Platform using Apex, Visualforce, and basic Lightning Components. Is familiar with the development lifecycle from development to testing, and has knowledge of the available environments. A candidate for this exam is not expected to administer any standard Salesforce applications, develop mobile apps, develop and publish managed products on the AppExchange, perform tuning, or design integrations such as callouts, APIs, and email services. About the Exam Read on for details about the Salesforce Platform Developer I exam: Content: 60 multiple-choice/multiple-select questions and 5 non-scored questions Time allotted to complete the exam: 105 minutes Passing score: 65% Registration fee: USD 200, plus applicable taxes as required per local law Retake fee: USD 100, plus applicable taxes as required per local law Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. References: No hard-copy or online materials may be referenced during the exam. Prerequisite: None; course attendance highly recommended Note: Exam takers now have the opportunity to provide comments and feedback for individual questions on the Platform Developer I exam. Exam Outline The Salesforce Platform Developer I exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience developing custom applications on the Lightning Platform and have demonstrated the application of each of the features/functions below. Salesforce Fundamentals: 7% Data Modeling and Management: 13% Process Automation and Logic: 40% User Interface: 23% Testing, Debugging, and Deployment: 17% Buy Salesforce platform developer I exam latest dumps 1. https://allrecentdumps.com/product/salesforce-platform-developer-1-dumps/ 2. https://directdumps.com/product/salesforce-platform-developer-1-dumps/ 3. https://onedumps.com/product/salesforce-platform-developer-1-su21-dumps/ 4. https://www.ebsose.com/product/salesforce-platform-developer-1-dumps/

[aspiresoftware-consultancy]

Pick the Best Salesforce Consulting Company to Boost your Business

From big industrialists to small businesses, everyone seems to jump on the Salesforce bandwagon. But what is Salesforce? It is a cloud-based CRM or customer relationship management service, which is used as a powerful marketing and promotional tool. A Salesforce development company helps boost your business by optimizing sales.

 Basics of Salesforce

The growing popularity of Salesforce can be owed to its ability to connect with partners, business associates and customers successfully. The best salesforce consulting companies help to integrate the platform with other systems to create a customized solution for your business. It creates a personalized marketing experience that is unique to your area of operation. As a result, it boosts cross-selling and up-selling. The custom cloud-based solutions focus on different verticals ranging from sales, marketing, promotions, collaborations, services and operations.

 Specialized cloud and mobile solutions are prepared by a Salesforce development company to empower every aspect of your business. Some of the typical tasks taken up by a Salesforce developer can include:

•         Salesforce instance setup & configuration

•         AppExchange product development

•         Force.com sites development

•         Integrating the Salesforce platform with other existing systems

•         Creating customized solutions according to client specifications

•         Salesforce classic to Lightning transformation

•         Data conversion & migration

Advantages of Salesforce

Salesforce has become one of the most popular cloud-based services in the world for a reason. It offers multiple benefits to its users and enables businesses to understand their customer base and significantly increase their numbers. It also helps improve relationships with clients.

Companies can also track and access web analytics, customer success reports and complaints in real time with this cloud-based software. Besides, cloud storage leads to ease of access and you do not have to be present at the office always to get hold of data and reports.  

 Due to the diverse range of systems it integrates, companies can use Salesforce to track sales, analyze performances and designate spending on certain sectors. It is also a very powerful marketing tool and helps to send targeted as well as personalized messages to prospective customers. It can use data from multiple sources to trigger actions based on the actions taken by customers.

 A Salesforce development company can easily create apps and integrate customer data from any source with the help of this service. It allows continuous innovations and automates redundant tasks easily.

 If you still haven’t tried this amazing service, get in touch with the best salesforce consulting companies to create a customized solution for your business.

[saleforce]

What Benefits Can a Salesforce Mobile App Offer?

Companies have chosen a variety of methods to stay in touch with their clients. Prior to recently, the marketing and sales department handled everything manually. But, digitization has started to permeate the organisation. Companies today use Salesforce Mobile Application development to engage directly with clients or customers in the digital age. Unique experiences are now customised for customers, and businesses are better able to find them. This is only possible because of the Salesforce mobile app, which has assisted companies in building solid, long-lasting relationships with customers while delivering top-notch services.

Today, it is almost difficult to envision living without technology, which explains why the linked world offers such a wide range of opportunities. Businesses are being propelled towards overall success by the boundless resource that Salesforce mobile application development offers. If you’ve chosen to create a special application in Salesforce, there are a few things to think about first. To ensure the success of any mobile app project, you must engage Salesforce mobile app developers. Also, you can find here the advantages of the Salesforce app and some crucial pointers for the planning and designing stage.

Benefits of the Salesforce Mobile App

1. Available right now

The platform allows for immediate access to runtime availability. Users can instantly download the app.

2. Increased Safety

A company using the Salesforce platform can never put itself at risk in this way. It guarantees that users have complete and appropriate security. Using the platform, only scalable, reliable, and secure cloud mobile apps are developed. Additionally, it enhances the user experience by creating applications that download quickly and are simple to use.

3. Personalized Mobile Apps

Regardless of the consumers’ devices, developers are able to construct unique mobile applications. With the Salesforce platform, apps can run smoothly and according to a business’s needs.

4. Access to Offline Data

Organizations can even make their apps go offline with the help of Salesforce’s mobile application development services. The biggest benefit is that using Salesforce APIs, data from apps can be synchronised with offline databases and Salesforce.

5. A Data Scientist Is A Salesforce Mobile App

50000 TB of data can be produced by the Salesforce Mobile application every second. Customer information and information connected to customers make up 70% of the data. Your personal data scientist, the Salesforce mobile app, assists you in gaining insights into the data, as well as providing recommendations and crucial justifications. This part of the development of the Salesforce Mobile application is handled by the Einstein Analytics function. You will be able to see every area of your sales firm, including the resource management facets, thanks to it.

Considerations When Starting a Company Using the Salesforce Mobile App

1. Search for any already proposed solutions

It is crucial to look for any pre-existing Salesforce configurations or Salesforce AppExchange Partners solutions while developing a Salesforce mobile application. The complexity of code updates or changes for the app should also be taken into account. In order to improve the Lightning app, look for Lightning Components that have previously been developed.

2. Review everything and collect requirements.

It is vital to envision the desired outcomes at the outset rather than replicating the current methods. You can suggest new approaches to get the same outcome. Business procedures can also be altered to achieve the desired application result. Salesforce is a fantastic tool that offers the option to interface with additional tools. You can get easy guidance from Salesforce mobile app consultants if the functional processes grow complicated. Only when deciding on object associations and data kinds during the app design phase do reporting requirements need to be taken into consideration.

3. Verify the Compatibility of Your App

If you interface the application with other business systems, changes to the application may have unintended consequences. If you repurpose normal objects, you can use the current fields. Moreover, you can add picklist values to the picklist field and associate them with a specific record type. You might need to create new layouts and record types if the app uses common objects like Contacts and Accounts.

Existing reports should be updated to provide filters based on record type and other integrations. Always adhere to your organization’s name conventions. In order to integrate, check whether all of the data from the external system needs to be stored in Salesforce. Can we do it in real-time?

4. Keep Data Integrity

Salesforce provides mobile app developers with a number of tools to enforce data integrity. Validating workflow modifications, default settings, and rules can improve usability and produce cleaner data. Duplicate records can be avoided by using matching rules and duplicate rules.

5. Take visibility, searchability, and security into account

A data model for an application should be designed with data security as its top priority. It is crucial to take object-level security, record-level security, and field-level security into account while developing apps or product management software. When a community can use the app, this assumes greater significance.

Users can browse the available master records and retrieve the details thanks to the master-detail relationship. It is possible to enable more control over the linked record’s visibility via lookup relationships. The profile-based testing reports can be included because they can present different outcomes to different users. Consider adding tabs for those objects that need to be searched as well.

6. Produce More Quality Leads

Using a Salesforce Mobile application makes it simple to generate leads because it has numerous user-friendly features built into it for more effective sales procedures. The salesforce mobile application’s timeline provides information about the lead along with the particulars of the meeting, tasks, and calls. You may now assess each stage of the business process to make sure that it is easy to manage.

Conclusion

Developing a Salesforce application might be quite advantageous for your business. Use the above tactics when planning and creating the application to ensure a seamless execution.

As the top Salesforce mobile app development firm, Cloud Analogy creates mobile apps that are incredibly safe and load quickly. We create incredible mobile apps that function flawlessly across all platforms in an effort to maximise user engagement.

[getoncrm]

GetOnCRM Solutions offered business-centric tailor-made Salesforce AppExchange app development services with the utmost professionalism. We use powerful APIs, Lightning components, and mobile-ready tools to develop apps.

[almamatencr]

Key Milestones achieved by Salesforce.com during the evolution of Salesforce:

·         1999: Humble Beginnings

o   Salesforce was conceived in the month of March; of the year 1999; and was based out of a one bedroom apartment next to Marc Benioff’s house, atop Telegraph Hill, San Francisco. Parker Harris, Frank Dominguez and Dave Moellenhoff started working in this relative small office along with Marc.

o   The objective of these pioneers from the very beginning was fast paced evolution of Salesforce: creation of groundbreaking business software applications, delivery of software via the Software-as-a-Service (SaaS) model.

o   This completely mitigated the requirement for installation, maintenance, up-gradation and upfront costs. The first prototype was functional within the first month of operations.

 ·         2000: The Debut of “No Software”

o   Alongside the launch of Salesforce in 2000, was some very notorious & downbeat brand advertising which became synonymous with Salesforce: “No Software”.

 ·         2005: Launch of AppExchange

o   In 2005, Salesforce developed and launched a service called AppExchange. It offered partners a place for them to develop their own applications and grant access to these applications to all Salesforce customers.

 ·         2006: Apex, Visualforce & PaaS

o   Apex was Salesforce’s On-Demand Programming Language which allows third parties to write and run code on Salesforce’s multi-tenant, shared architecture.

o   As part of further evolution of Salesforce, Parker Harris developed a technology called Visualforce that allowed for users to create customized user interfaces; this paved the way for the diversification of the Salesforce SaaS platform: Platform-as-a-Service.

 ·         2012: Launch of Salesforce Marketing Cloud

o   Salesforce was acquiring companies rapidly in 2021: Radian 6, Buddy Media and ExactTarget: were acquired for nearly $3.6B and formed the basis for the development and launch of the Salesforce Marketing Cloud.

 ·         2013: Salesforce Goes Mobile

o   Salesforce launched the Salesforce1 platform, which grants access to Salesforce Apps, custom applications, integrations & AppExchange Apps downloaded from the App store; all on mobile devices; this being a major breakthrough in the evolution of Salesforce.

 ·         2014: Launch of Trailhead

o   Trailhead is a free resource; an online platform offered by Salesforce for learners and beginners aspiring to become Salesforce professionals. *

 ·         2015: Launch of Lightning

o   The Lightning experience looked to metamorphose the user interface of Salesforce.com through a browser eternally, to make it more user-friendly.

o   This would also make uniform; the look and feel of Salesforce across all devices being used to access Salesforce’s resources & tools.

 ·         2016: Introduction of Salesforce Einstein (AI)

o   Salesforce announced the launch of Einstein. It delivers advanced AI capabilities to sales, service and marketing verticals of organizations where Salesforce is implemented.

o   It also facilitates app building for developers using the Einstein engine. This is a major breakthrough in the evolution of Salesforce as an Artificial Intelligence tool.

 ·         2018: Launch of Mulesoft

o   In 2018, Salesforce made its biggest acquisition ever, bringing in Mulesoft into the Ohana;

o   Mulesoft is a platform that facilitates companies in connecting backend legacy systems to the cloud, while supporting them to transform digitally.

 ·         2019: Possession of Tableau

o   In 2019, Salesforce acquired Tableau: which is one of the world’s leading data visualization and business intelligence companies.

 ·         2020: Financial aid to counter Covid:

o   In the month of March of the year 2020, Marc Benioff donated $1 million to the COVID-19 Response Fund of UC San Francisco and $500k to the Emergency Response Fund of the CDC Foundation.

o   Marc has also provided free access to the Salesforce Health Cloud to those health workers and teams who are actively engaged in treatment and control of covid-19.

o   Work.com, a software & services’ suite which helped companies reopen swiftly, was launched in May 2020 by Salesforce.

*If you are an intern, a fresher or an aspiring learner looking forward to advancing your career in the Salesforce ecosystem as a Salesforce Developer, Salesforce Admin, Salesforce Architect or as a Consultant, avail of our services to be trained by highly qualified experts with more than 10 years of experience in the Salesforce Training domain. For more details, feel free to connect with us using the following co-ordinates: +91 9315269123, info@almamate.in

Visit our website:

https://almamate.in/

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Evolution of Salesforce

The evolution of Salesforce has been very impressive and mind-boggling. Over the last two decades, Salesforce has created an ecosystem of Administrators, Developers, Architects, Consultants and Users who have been inspired by the #Trailblazer movement to continue the evolution of Salesforce.Key Milestones achieved by Salesforce.com during the evolution of Salesforce:📷 1999: Humble BeginningsSalesforce was conceived in the month of March; of the year 1999; and was based out of a one bedroom apartment next to Marc Benioff’s house, atop Telegraph Hill, San Francisco. Parker Harris, Frank Dominguez and Dave Moellenhoff started working in this relative small office along with Marc. The objective of these pioneers from the very beginning was fast paced evolution of Salesforce: creation of groundbreaking business software applications, delivery of software via the Software-as-a-Service (SaaS) model. This completely mitigated the requirement for installation, maintenance, up-gradation and upfront costs. The first prototype was functional within the first month of operations. 2000: The Debut of “No Software”Alongside the launch of Salesforce in 2000, was some very notorious & downbeat brand advertising which became synonymous with Salesforce: “No Software”. 2005: Launch of AppExchangeIn 2005, Salesforce developed and launched a service called AppExchange. It offered partners a place for them to develop their own applications and grant access to these applications to all Salesforce customers. 2006: Apex, Visualforce & PaaSApex was Salesforce’s On-Demand Programming Language which allows third parties to write and run code on Salesforce’s multi-tenant, shared architecture. As part of further evolution of Salesforce, Parker Harris developed a technology called Visualforce that allowed for users to create customized user interfaces; this paved the way for the diversification of the Salesforce SaaS platform: Platform-as-a-Service. 2012: Launch of Salesforce Marketing CloudSalesforce was acquiring companies rapidly in 2021: Radian 6, Buddy Media and ExactTarget: were acquired for nearly $3.6B and formed the basis for the development and launch of the Salesforce Marketing Cloud. 2013: Salesforce Goes MobileSalesforce launched the Salesforce1 platform, which grants access to Salesforce Apps, custom applications, integrations & AppExchange Apps downloaded from the App store; all on mobile devices; this being a major breakthrough in the evolution of Salesforce. 2014: Launch of TrailheadTrailhead is a free resource; an online platform offered by Salesforce for learners and beginners aspiring to become Salesforce professionals. * 2015: Launch of LightningThe Lightning experience looked to metamorphose the user interface of Salesforce.com through a browser eternally, to make it more user-friendly. This would also make uniform; the look and feel of Salesforce across all devices being used to access Salesforce’s resources & tools. 2016: Introduction of Salesforce Einstein (AI)Salesforce announced the launch of Einstein. It delivers advanced AI capabilities to sales, service and marketing verticals of organizations where Salesforce is implemented. It also facilitates app building for developers using the Einstein engine. This is a major breakthrough in the evolution of Salesforce as an Artificial Intelligence tool. 2018: Launch of MulesoftIn 2018, Salesforce made its biggest acquisition ever, bringing in Mulesoft into the Ohana; Mulesoft is a platform that facilitates companies in connecting backend legacy systems to the cloud, while supporting them to transform digitally. 2019: Possession of TableauIn 2019, Salesforce acquired Tableau: which is one of the world’s leading data visualization and business intelligence companies. 2020: Financial aid to counter Covid:In the month of March of the year 2020, Marc Benioff donated $1 million to the COVID-19 Response Fund of UC San Francisco and $500k to the Emergency Response Fund of the CDC Foundation. Marc has also provided free access to the Salesforce Health Cloud to those health

workers and teams who are actively engaged in treatment and control of covid-19. Work.com, a software & services’ suite which helped companies reopen swiftly, was launched in May 2020 by Salesforce. *If you are an intern, a fresher or an aspiring learner looking forward to advancing your career in the Salesforce ecosystem as a Salesforce Developer, Salesforce Admin, Salesforce Architect or as a Consultant, avail of our services to be trained by highly qualified experts with more than 10 years of experience in the Salesforce Training domain. For more details, feel free to connect with us using the following co-ordinates: +91 9315269123, info@almamate.inVisit our website: https://almamate.in/Tagged Best Salesforce Online TrainingBest Salesforce Online Training in DelhiBest Salesforce Online Training in GugoanBest Salesforce Online Training in PuneBest Salesforce Training in bangaloreBest Salesforce Training in DelhiBest Salesforce Training In gurgoanBest Salesforce Training in NoidaBest Salesforce Training in Punecareer roles in SalesforceEvolution of SalesforceLearn SalesforceSalesforceSalesforce Cloud Computing TrainingSalesforce Online Training In DelhiSalesforce Online Training In NoidaSalesforce Training at AlmamateSalesforce Training for beginnersSalesforce Training In DelhiSalesforce Training In NoidaWhat is that future holds? - Salesforce

[demanddynamics]

Microsoft Dynamics 365 Vs Salesforce – The Ultimate CRM battle

Implementing a CRM system is a huge transition for any business since, it has the potential to transform the way your business work.

Microsoft Dynamics 365 Vs Salesforce – The Ultimate CRM battle

Rivalries are an encouraging trend in the Tech landscape. Over the last few decades, we all have experienced some magnificent product launches, upgrades from Microsoft, Apple, and Google. If not for their fierce competition, the innovation would have been stalled.

Likewise, two of the leading tech giant’s competing at a global scale in the CRM segment are Microsoft Dynamics 365 and Salesforce.

Before we get into the nitty-gritty details of why your business need a CRM to accelerate the pace at which your business operates, let us look at the ground reality and where the industry is heading towards.

Customer Relationship Management (CRM) is the fastest growing software in the market today, estimated to reach $80 bn. in revenues by 2025. The global CRM market size was valued at $40.2 bn. in 2019 and is growing at a CAGR of 14.2 between 2020-2027. Which is growth at massive scale.

As organizations worldwide continue finding their way back to normalcy in the post pandemic world, it has not only exposed the inefficiencies pertaining to the traditional approach most of the businesses today continue to rely on. But also forced the organizations to embrace the need for having a CRM.

Implementing a CRM system is a huge transition for any business. Because, it has the potential to transform the way your business work. So, the choice has to be made right.

To help you find the right CRM for your company, we’ve taken an in-depth look at the two CRMs. So that you’ll get to choose which one fits you right.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a complete set of intelligent business applications that can help your business grow at your own pace and deliver results through AI-driven insights.

There’s no technology company that has a greater footprint and credibility than Microsoft with its ecosystem of Microsoft Dynamics 365 business applications, LinkedIn Sales Navigator, and Microsoft Power Platform, powered by Microsoft Azure.

Dynamics 365 offers a comprehensive solution that runs your entire business including marketing, sales, service, operations all from a single platform.

Microsoft Dynamics 365 CRM Applications

Microsoft Dynamics 365 consists of multiple applications that work together to provide an all-in-one solution.

Some of the key applications of Dynamics 365 that fulfills an organization’s CRM needs are listed below.

Dynamics 365 for Sales – Is one of the most critical application that provides a single source of truth for your sales and marketing teams. It gives a 360-degree view of customer interactions and prospect engagements through a single unified dashboard making it easy for your sales representative to forecast your next interactions.

Dynamics 365 for Marketing – Allows your marketing teams to effectively run campaigns, calculate lead scores, and insights powered by prospect intelligence and analytics.

Dynamics 365 for Customer Service – Using this application, you can now provide a seamless customer service by tracking the complaint requests and respond to customer requests at lightning speed.

Dynamics 365 for Project Service Automation – A must have for organizations with project planning, resource scheduling, time and expense management.

Dynamics 365 for Field Service – Helps your offsite field representatives become more responsive and productive wherever they are.

Microsoft Dynamics 365 Advantages:  

Dynamics 365 has a simple interface and is easy to customize, making it a great option for those who want a quick setup.

The seamless integration of Dynamics 365 with other Microsoft business products is undeniably a big advantage.

Dynamics 365 supports on-premise solutions as well as cloud. So, businesses who have systems on-premise and on cloud have the flexibility of operating both systems without having to worry about where they are positioned.

What is Salesforce?

Salesforce CRM is cloud-based customer relationship management (CRM) software having products and services that allow your business to better connect with customers, partners and potential customers. It is touted to be the leading software in the CRM industry and has become the number one for customer success that helps businesses track customer activity.

It has a smart user interface, analytics to give suggestions to the user to make smart decisions and allow users to customize apps using development tools.

Salesforce CRM applications

Using Salesforce, you can access a wide range of products and services in Cloud, Social and Mobile domains.

The three key applications of Salesforce CRM are:

Sales Cloud

Service Cloud

Marketing Cloud

Sales Cloud – It enables you to manage your organization’s sales, marketing and customer support activities. Whether your company is into business-to-business (B2B) or business-to-customer (B2C), your sales team need Sales Cloud.

Service Cloud – Service Cloud enables you to increase customer loyalty, satisfaction and service quality thereby helping you drive profits to your business.

Marketing Cloud –  Is one of the most powerful digital marketing platforms. By using Salesforce Marketing Cloud, you can manage personalize customer journeys, and establish a brand presence, all within a single platform.

Salesforce Advantages:

Easy Customization – Salesforce user interface provides a streamlined experience for viewing and managing personal and administrative setup tasks. In addition to the existing applications, Salesforce AppExchange has thousands of free and paid third-party applications that can benefit your business.

Cloud-based solution – Do you know that Salesforce Marketing Cloud runs on Microsoft Azure while most of the other services run on AWS? Nevertheless, it offers a seamless experience across all your devices.

Compatible – Salesforce works well on all devices. Both on Windows and Mac. On the browser side, it runs seamlessly on Safari, Firefox, Internet Explorer. It is Android and iOS compatible and ensure a complete experience.

Comparison between Microsoft Dynamics 365 & SalesforceThe Platform:

Unlike Dynamics 365, Salesforce was built for the cloud. For businesses, that are completely on cloud with storing data on a remote server and operating through browser-based or mobile application, Salesforce can be the go-to platform.

But wait. Dynamics 365 offers much more flexibility through cloud and on-premise solutions. Although, Sales and Service are available fully on-cloud, Finance and Operations are available on-premise as well as cloud. So, for businesses that are on the edge of migrating to the cloud but are on-premise, can straight-away go with Dynamics 365.

Advantage: Both Dynamics 365 and Salesforce are exceptional at what they do. But, Dynamics 365 clearly has an edge over Salesforce for its flexibility.    

Integration:

The need for application integration is inevitable. Despite offering ‘out-of-the-box’ experience, both Microsoft and Salesforce offer add-ons that you might need to keep your system up and running. Even if you are in need of more applications, there are third party applications that you can find on Microsoft’s AppSource and Salesforce’s AppExchange.

On the integrations front, Salesforce is good when it comes to optimizing the CRM.  Mainly because, it offers 3000+ apps and run its own partner program and connected platforms; making the in-house developers job easy if they want to build any custom solutions on the platform.

But on the Microsoft’s end – investments into its app connections is keeping them up with Salesforce. Also, the market leading products such as Microsoft Power BI and Power Apps become native integration to Dynamics 365 as Microsoft own these products unlike Salesforce. So, if your company is already using Microsoft products, Dynamics 365 can be a better option for you to go with. The familiarity with the user interface can be the primary differentiator.

Advantage: Close call. While Microsoft has a strong native integration base, Salesforce offer more number of third-party applications than Microsoft.  

AI Features:

Dynamics 365 and Salesforce’s AI features are the ones that sets them apart from the other CRM providers in the market. Both of them offer AI capabilities that are intuitive and also offer additional enterprise resources.

Here are some of the Dynamics 365 AI features:

Tracking the customer needs and market trends

Sales Forecasting

Recommendations based on previous interactions

Guidance at every stage of sales cycle

Salesforce AI features include:

Advanced AI learning algorithms

Recommendations on effective marketing strategies and actions to sales team.

Though the features among the two are similar, Salesforce fares best with its Einstein AI capability. Einstein uses advanced AI algorithm that understands your company’s behavior pattern and suggests improvements for better results. But the catch is, Einstein AI comes as an add-on at additional price while the Dynamics 365 AI features are well covered within the package.

Advantage: Salesforce for its Einstein.  

Some of the key features that Dynamics 365 offers over Salesforce:

AI-driven insights (Without having to pay additional price)

Customer Voice feature

Native integration with LinkedIn via LinkedIn Sales Navigator

When it comes to meeting the requirements of Sales and Marketing teams, Dynamics 365 offers a comprehensive package over Salesforce despite being the market leader in the CRM segment.

Dynamics 365 for SMBs and Enterprise companies

Big or small, Microsoft Dynamics 365 offers something for every business. Running a small business doesn’t mean that you can’t use strong enterprise-level technology platform. Microsoft Dynamics 365 Customer Engagement is little over Salesforce because it has a mature ERP solution for SMB organizations in the name of Microsoft Dynamics Business Central.

Dynamics 365 has a definite advantage over the competition (Salesforce) in terms of understanding SMBs way of reaching out to their target customers. Integration with LinkedIn has offered the benefit of providing SMBs with opportunities to connect with customers.

Some of the Industries that are leveraging Microsoft Dynamics 365 are commercial airlines, telecommunication companies, grocers, restaurateurs, supply chain management professionals, finance, hotels and hospitality organizations and all other companies who deal with the public 24/7 and are reliant on customer engagement to stimulate their sales growth.

Here are some of the reasons why businesses of all kinds should use Dynamics 365

Flexible Licensing

Scalable Architecture

Easier Communication and Integration

Access data from anywhere, anytime.

Conclusion:  

While there are many similarities between Dynamics 365 and Salesforce, it boils down to the specifics of each platform on what it is offering to its customers. Though each of them play to their strengths, Dynamics 365 offers an on-premise and cloud deployment for businesses who still have their traces back on-premise before they could completely migrate to cloud. Whereas, Salesforce is a cloud-based only solution.

By the time you come to terms with which CRM you’d prefer to go with, it is important to understand that purchasing the CRM alone won’t help in improving your business. To get your sales, marketing and customer service teams into action, you need to implement the CRM to your business process and it has to be done meticulously by a certified expert.

At DemandDynamics, we have certified experts with a track record of helping businesses achieve excellence with a multi-fold growth post implementation. For more information, Talk to our experts today!

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Do You Really Need a Salesforce Consultant for Your Business?

Salesforce is the top rated and best CRM software and every business (small or big) should implement it for the smooth management of customer support, for day-to-day business activities. You can have the best CRM features under one roof with the help of Salesforce CRM.

Salesforce is a player in many domains like Cloud Computing (Force.com), CRM (Salesforce CRM), Social Network (Chatter), and Helpdesk (Desk.com). If you have just started a new business, then you can go with this CRM to manage your customers, leads, sales, services, etc., efficiency.

Salesforce is itself very vast and it is equipped with tonnes of features which can help you directly and indirectly to grow your business.  It is really important to have a proficient technical person to take care of your Salesforce requirement. So here, comes the role of a Salesforce Consultant.

Salesforce Consultant is a professional who has extensive knowledge of Salesforce features. They are the one who analyzes your business model and suggests which Salesforces feature should be used and how to use it.

They have immense knowledge about implementation in Salesforce, Lightning Experience, Event Management, Opportunity & Lead Management, Accounts & Contacts, Workflow Rules, Products, Quotes, & Contracts Administration, Salesforce Mobile App, User, Roles, Profile Management, etc. In short, they are the one with in-depth knowledge about the Salesforce.

Only setting up the business and adding CRM to it will not help. You need to have a solid plan down the lane, full back up (if anything doesn’t go as per the plan), comprehensive knowledge about the technology, apps, and modules. All above are vital and you can totally rely on a Salesforce Consultant in order to achieve it.

Salesforce Consultant will understand Salesforce development requirements which your business needs and will be responsible for proposing and setting up the Salesforce solution for your business. They understand your business requirement so well that they will suggest you which features needs a basic level of work and customization work.

Talking about the custom feature implementation, then the Salesforce Consultant will do the complete study and provide a solution that your business needs. They also cross check for any loop-holes in the new feature implementation which can affect your business in a bad way.

They are always updated with the new release of Salesforce so ideally, they are the best people who know in-and-out about Salesforce.

You can also extend the functionality of Salesforce by installing apps from AppExchange. And, your Salesforce Consultant can provide you high-level support in the app installation and make the app work in your Org.

Depending on your business you may need to know the profit figures and scope where you want to focus more to get more revenue.

For that, Salesforce’s “Reports & Dashboard” gives you a detailed report about your business and if you are stuck anywhere in the middle of generating custom reports then Salesforce Consultant is the right person to look out for.

So, we can come to the conclusion that any business (big or small) using Salesforce CRM needs a Salesforce Consultant to manage their Salesforce needs.