#salesforce tutorial
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cavillionlearning · 8 months ago
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Industry-Leading Visualization with Tableau Data Visualization
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1. User-Friendly Interface: The intuitive design allows anyone to easily start visualizing data.
2. Seamless Integration: Connects easily with various data sources for efficient analysis.
3. Quick Insights: Generate actionable insights within minutes.
4. Integrated Collaboration Tools: Share dashboards and insights with your team effortlessly.
5. Regular Updates: Tableau continuously evolves with new features and improvements.
Want to take your skills to the next level? Join our 1-day Tableau Bootcamp on 2nd November (Online)!
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merchantservices444 · 1 year ago
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Custom API Integration Services
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fidelmartin007 · 2 years ago
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uncloseted · 2 years ago
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Do you know how I can gain experience/ skills for like an office job? Like Microsoft and spreadsheets?
I would start by looking at job listings for the positions you would be interested in and to see what kinds of skills they require.
MS Office (specifically Word, Excel, and Powerpoint) or Google Workplace (Docs, Sheets, Slides) is a good place to start, since those skills will definitely be needed. Microsoft has its own training here. You can also look here and here for other Microsoft training. Similarly, Google has its own training here, and you can find other tutorials here. In general, I think Coursera is a really good place to look when it comes to learning new skills.
You may also want to become familiar with video conferencing software (like Zoom and Microsoft Teams), project management software like Trello, Asana, and Basecamp, and costumer relationship management (CRM) software like Salesforce, Zoho CRM, and HubSpot. Those probably aren't essential, but they might give you a competitive edge, especially if you don't have a lot of experience yet.
Specific industries may have their own software they use, which is why it can be helpful to check the job listings. Knowing how to use those softwares can help you expand the fields you can work in and can potentially help you get better, higher paying office jobs.
As far as experience goes, there are typically entry-level office jobs you can apply to that won't require you to have worked in an office before. If there are bigger companies in your area, they may offer internships that can help you build your resume and get to know how an office environment works. You might also look to see if any volunteer organizations around you need someone to do administrative work for them- that way you can practice your skills and do something good at the same time.
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How to Integrate Personalized Interactive Videos in Onboarding Flows
We all know that first impressions are important, especially in the digital world. Whether you’re welcoming onboard a new customer, app user, or B2B client, a standard welcome email no longer suffices. Do you want to amaze users from the get-go? Then look no further than personalized interactive video.
Personalized walkthrough videos are more than just fancy explainer videos. These are videos that greet users by their name, walk users through specific features, and respond in real-time to user clicks, or responses. And the best part? You can automate it all.
Step One: Plug It into Your Existing Workflow
The secret to using interactive video onboarding right is to integrate it with the existing communication or marketing automation platforms such as Salesforce, HubSpot, or a custom backend.
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You can trigger video generation using onboarding events, like signing up, logging in for the first time, or finishing a setup step. There are platforms like Sinch that can deliver these videos right to the channel that the person prefers, SMS, email, WhatsApp, or RCS, so no app download or login is needed.
Step Two: Personalize with Purpose
Your CRM onboarding video tool should do more than say "Hi [first name]," it should follow the user journey. Include content based on:
Which products or features they selected
Which account tier or plan
Which type of questions similar users have asked
You can also include clickable CTAs to direct users to their next step, like booking a demo, watching a tutorial, or chatting with support. Want even more engagement? Use branching logic that allows viewers to choose their own path. Interactive video has the bonus of making users feel in control.
Step Three: Track, Learn, Optimize
The magic of digital onboarding isn't just in the delivery; it's in the data. With high-end tools, you can measure view rates, click-through, drop-offs, and conversions, so you can see what's working (and what's not).
Then, you can refine the script, update the personalization points, or alter the CTAs to make every second count.
End Note
Personalized interactive video isn’t just about being fancy; it’s about connecting at a human level. If your onboarding experience is smoother, smarter, and more fun, you've laid the foundation for their long-term loyalty.
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arcticschismrogue · 1 month ago
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Trends in Digital Marketing Education in Kerala: Where Calicut Stands Out
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Kerala's focus on learning and digital innovation is turning it into a hotspot for budding digital marketing professionals.As sectors are shifting towards online-based operations, the demand for expert digital marketers has increased multifold. Although cities that lead this revolution in learning include Calicut (Kozhikode), the city that has mastered courses in digital marketing that are holistic and practical in nature, meeting the shifting needs of the industry, is the city.
The Expansion of Digital Marketing Education in Kerala
Government Policies and Infrastructure
The Kerala Knowledge Economy Mission (KKEM) is another path-breaking effort by the state government to position Kerala as a knowledge-based economy. By linking educated youth with value-added employment opportunities in sunrise sectors such as digital marketing, data analytics, and IT, KKEM has been instrumental in filling the skills gap. Through initiatives such as the Knowledge Work Hub and its several skilling alliances with private institutions, the mission equips young professionals with employable skills and espouses a culture of learning and innovation right across the state.
Technological Advancements and Internet Coverage
The launch of the Kerala Fibre Optic Network (KFON) project has once again enhanced the state's digital spine by planning to offer free internet access to more than 20 lakh economically backward families and institutions. Emergence of mobile-first learning portals has further driven digital education access throughout Kerala. Since most people use a smartphone as their first internet device, educational institutions and ed-tech entities have also optimized their learning material on mobile. This way, students can access high-quality digital marketing courses, video tutorials, and live assignments at any time and from any location. Consequently, rural learners are no longer disadvantaged—they can upgrade themselves along with their urban counterparts and directly engage with the state's expanding digital economy.
Industry Demand and Career Opportunities
The dynamism of internet marketing demands that experts keep themselves updated with the latest trends and tools. For this purpose, numerous institutes in Kerala have emerged, offering specialized courses in SEO, social media marketing, content marketing, data analytics, and so forth. These courses not only bridge the skill gap but also give diversified career opportunities in the digital arena.
Emerging Trends in Digital Marketing Education
Practical Learning Focus
Current computer-based marketing programs focus on experiential learning. Colleges like CDA Academy in Calicut offer courses with 90% of the sessions being practical so that students are given real-world experience by working on projects and internships.
Incorporation of Advanced Tools and Technologies
Courses include training on innovative tools like Google Analytics, Mailchimp, Salesforce, and so on, so that students can practically implement digital marketing techniques.
Concentration on Certifications
Certified qualifications enhance employment prospects. Colleges provide certification by organizations like Google, HubSpot, and the Kerala Knowledge Economy Mission, adding value to the student profile.
Knowledge of Data Ethics and Privacy
Because of increasing concern over data privacy, one can find courses that teach students ethical practices in marketing and data protection rules, culminating in ethical digital marketing strategies.
Calicut: The Flagship of Digital Marketing Education
Calicut has emerged as a leading hub for digital marketing education in Kerala. Colleges in the city offer a combination of theoretical and practical sessions tailored to industry requirements.
Best Institutes in Calicut
CDA Academy
CDA Academy offers a full digital marketing course in Calicut, emphasizing practical training with 90% practical classes. Students get experienced faculties, internships, and certification from reputed bodies.
Aviv Digital
Aviv Digital stands apart with industry-veteran faculties and government-approved certifications. Students have hands-on training with state-of-the-art marketing tools and live projects, which make them job-ready by the time the course concludes.
Haris&Co Academy
Haris&Co Academy offers 90% practical digital marketing education in Calicut by the best industry professionals. The institute offers guaranteed placement facilities and exposure to working with the top brands.
Weblinx
Weblinx offers training of more than 300 hours in SEO, SEM, SMM, and others.Their engaging lectures include projects and interactive lectures with implementation, making students job-ready with practical know-how.
Vismayam VFX
Vismayam VFX provides an exhaustive syllabus from basics to advanced subjects like AI in digital marketing. The students are placed or given 100% internship support for different roles in the field of digital marketing.
EDUCOM Digital Marketing Institute
EDUCOM provides customized learning experiences, international certifications, and a 100% placement program. Their offerings range from diploma programs to entrepreneurial digital marketing programs, catering to various learning needs.
Conclusion
The landscape of digital marketing learning in Kerala is shifting dynamically, with Calicut taking the lead. The focus on experiential learning, utilization of new-age equipment, and certifications by the city gives it an advantage to be a destination for future digital marketers. With the world of the digital age spreading by the minute, Calicut's institutions are likely to produce well-qualified professionals who can navigate and lead the ever-evolving digital marketing world.
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webinfotech · 1 month ago
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What is Zapier? Pricing, Setup & How It Works (2025 Complete Guide)
Zapier is a smart tool that connects your favorite apps. It helps them work together without you needing to do anything. You don’t need to know coding. Just set it up once, and it runs by itself.
Think of it like this: if something happens in one app, Zapier tells another app to do something next. That’s called a Zap.
A Zap has two parts:
Trigger – This starts the Zap (like getting a new email).
Action – This is what happens next (like saving the email to Google Sheets).
For example:
When you get a new customer form → Add the details to Google Sheets.
In 2025, Zapier connects with over 6,000 apps like Gmail, Slack, Notion, Trello, HubSpot, WordPress, and more. Once you create a Zap, Zapier runs it in the background all day long. It saves time and makes your work easier.
Top Benefits of Using Zapier for Automation
Zapier helps people and businesses do things faster. It cuts out boring work so you can focus on more important stuff.
Here are the top benefits of Zapier in 2025:
Saves Time: No more repeating tasks. Zapier handles things for you.
Easy to Use: No code. Just click, connect, and go.
Works with 6,000+ Apps: From Google tools to Shopify, Zoom, Slack, and more.
Keeps Things Organized: No need to move files or copy/paste info.
Better Team Work: Everyone stays in the loop without extra effort.
Fewer Mistakes: Zapier is consistent. It doesn’t forget.
Whether you're a student, a freelancer, or a business owner, using Zapier makes daily tasks simple.
Zapier Pricing in 2025: Free & Paid Plans Compared
Zapier has a free plan and a few paid plans. You pick the one that works best for your needs. Here’s what they look like in 2025:
Free Plan
5 simple Zaps
100 tasks/month
Single-step Zaps
Basic apps only
Starter Plan (around $20/month)
20 Zaps
750 tasks/month
Multi-step Zaps
Use filters and delays
Some premium apps
Professional Plan (around $50/month)
Unlimited Zaps
2,000 tasks/month
Advanced features like logic paths
Priority support
Fast updates
Team & Company Plans
Custom plans for big teams
Shared Zaps
Team tools
Admin controls
SSO and onboarding help
You can start with the free version and upgrade later. Zapier’s plans are based on how many tasks you run each month.
Is Zapier Free? What’s Included in the Free Plan?
Yes, Zapier has a forever free plan. It’s great if you want to try automation without spending money.
Here’s what the free plan gives you:
Up to 5 Zaps
100 tasks/month
Single-step Zaps (one trigger, one action)
Access to basic apps
15-minute update time
This plan is perfect for:
Small tasks
Simple workflows
Trying things out before going big
If you want to use advanced features or connect premium apps like Salesforce or Facebook Leads, you’ll need to upgrade to a paid plan.
Zapier Alternatives in 2025: Best Automation Tools Compared
Zapier is great, but there are other tools out there in 2025. Each has its own special features.
Here are some top alternatives:
Make (Integromat)
Powerful, visual editor
Great for complex workflows
Cheaper for heavy users
Learning curve is higher
Pabbly Connect
One-time lifetime deal available
Good for beginners and startups
Growing list of apps
Integrately
1-click automation setup
User-friendly
Budget-friendly
n8n (Open Source)
You host it yourself
Super flexible
Best for developers
IFTTT
Very easy to use
Best for personal tasks and smart homes
Fewer options for business use
If you need a simple tool and wide app support, Zapier is still the best choice. But for complex jobs or low budgets, tools like Make or Pabbly might be better.
How to Set Up Your First Zap (Step-by-Step Tutorial)
Making your first Zap is super easy. You don’t need any tech skills. Just follow these steps:
1. Create a free Zapier account Go to zapier.com and sign up.
2. Pick your Trigger app Choose the app that starts the Zap. Example: Gmail – “New email with attachment”
3. Pick your Action app Choose what you want to happen. Example: Google Drive – “Upload file”
4. Connect your accounts Zapier will ask for permission to use your apps. Sign in to both apps.
5. Customize the settings Choose what kind of email to watch and where to save the file.
6. Test the Zap Zapier will run a quick test to make sure everything works.
7. Turn it on Once it works, switch it on. Zapier will now run this automation every time.
And that’s it! You’ve just saved yourself time by letting Zapier do the work.
Popular Zapier Integrations for Businesses
Zapier is loved by businesses because it connects tools that teams use every day. Here are some popular ones:
Gmail → Google Sheets Log new emails into a spreadsheet
Typeform → Mailchimp Send new form sign-ups to your email list
Shopify → Slack Get a Slack message every time you get a new order
Facebook Leads → HubSpot Send new leads to your CRM system
WooCommerce → QuickBooks Send order details into your accounting app
Calendly → Google Calendar & Zoom Create Zoom meetings automatically when someone books a call
These Zaps help teams work faster, avoid mistakes, and never miss an important update.
Zapier Use Cases for Marketing, eCommerce, and Teams
Zapier isn’t just for techies—it helps marketers, eCommerce stores, and teams save hours every week. With just a few Zaps, you can turn hours of busy work into smooth, automatic flows.
For Marketing Teams Zapier is a marketing helper that never sleeps. It connects tools like Facebook, Instagram, Mailchimp, HubSpot, and Google Ads. Here are some cool things it can do:
Automatically add new leads from Facebook Ads into your CRM
Send thank-you emails through Mailchimp when someone fills out a form
Track campaign results in Google Sheets without touching a spreadsheet
Post social media updates across multiple platforms at once
This helps marketers stay focused on creative work instead of boring copy-paste jobs.
For eCommerce Businesses Running a store is hard. Zapier makes it easier by connecting your shop with the tools that keep things running:
Send new Shopify or WooCommerce orders to Google Sheets for tracking
Notify your team on Slack when a high-value order comes in
Update inventory in your warehouse system when a product is sold
Send order details to accounting tools like QuickBooks or Xero
It’s like having a virtual assistant who never forgets and works 24/7.
For Teams and Project Managers Need to keep everyone in sync? Zapier works with apps like Trello, Notion, Asana, ClickUp, and Microsoft Teams to help your team stay on track:
Create Trello or Asana tasks from new emails or form submissions
Alert your team on Slack when someone completes a task
Save meeting notes from Zoom or Google Meet into Google Docs automatically
Share weekly reports via email every Friday—without lifting a finger
If you’re tired of tracking work manually, Zapier does it all in the background.
Zapier + Pipedrive Integration: How to Automate Sales Workflows
Sales teams often lose time doing small tasks—copying info from emails, adding deals, updating notes. But with Zapier and Pipedrive, you can skip all that.
Here’s what Zapier + Pipedrive can do:
New Leads to Deals: Every time someone fills out a form on your site, Zapier can create a new deal in Pipedrive.
Emails to Activities: When you get a sales email, Zapier can add a task or note in Pipedrive so you don’t miss follow-ups.
Calendly to Pipedrive: When a prospect books a meeting, Zapier can log it into Pipedrive and send a reminder to your Slack.
CRM Updates: When a deal moves to a new stage, Zapier can alert your team or update spreadsheets.
Pipeline Reports: Zapier can push updates to Google Sheets, email reports, or even post updates in your team’s Slack channel.
This integration removes the boring stuff and helps you focus on closing deals faster.
Is Zapier Safe to Use? Privacy and Security Overview
Yes, Zapier is safe to use and takes your privacy seriously. As of 2025, Zapier follows high security standards to keep your data protected.
Here’s what makes it secure:
Encryption: Zapier uses bank-level encryption (HTTPS/SSL) to protect your data as it moves between apps.
App Permissions: You only connect the apps you choose. You can remove access any time.
Two-Factor Authentication (2FA): Extra protection for your account. You can turn this on in settings.
Trusted Infrastructure: Zapier uses secure cloud servers with 24/7 monitoring.
Data Handling: Your data is not stored forever. It’s used to run your Zaps and then removed safely.
Compliance: Zapier is GDPR-compliant and follows privacy laws like CCPA.
Plus, you get full control. You can view, pause, or delete any Zap at any time.
Still, it’s a good idea to:
Use strong passwords
Turn on 2FA
Review your connected apps regularly
Zapier has never had a major data breach, and its team keeps improving security as tech evolves.
How to Delete Your Zapier Account Safely
If you’ve decided to stop using Zapier, you can delete your account in just a few steps. But make sure to do it safely so no data is left behind.
Here’s how:
1. Log in to Your Zapier Account Go to zapier.com and sign in.
2. Cancel Paid Plan (if you have one) Before deleting, cancel your subscription to avoid future charges.
3. Turn Off or Delete All Zaps Deactivate or delete every Zap you’ve created. This ensures no automation keeps running after your account is gone.
4. Go to Account Settings > Close My Account In the dashboard, go to settings. Scroll to the bottom. Click “Close my account.”
5. Confirm Your Password You’ll need to confirm your password and agree to delete everything.
6. Done! Your account is now closed, and your data will be erased from Zapier’s systems after a short time.
Make sure to download any data or Zap setups you might want to keep for later. Deletion is permanent.
What Happens After You Delete Your Zapier Account?
When you delete your Zapier account, a few important things happen:
All Zaps Stop Immediately Your automations will no longer run.
Data Is Erased Zapier removes your account data from its systems after a short holding period.
No More Access You won’t be able to sign in or recover your Zaps. It’s a one-way trip.
Connected Apps Lose Access Zapier will no longer connect with Gmail, Slack, Trello, or any other app you linked.
You Stop Getting Emails All newsletters, product updates, or Zap notifications stop.
Zapier keeps your data for a short time (in case you change your mind), but after that, it’s gone forever.
So make sure you export any important information before deleting your account.
Zapier Account Deletion Alternatives: What to Consider
Before you delete your account for good, think about your options. You might not need to remove everything.
Here are some alternatives:
Pause Your Zaps Maybe you just need a break. You can turn off your Zaps without deleting them. Later, you can switch them back on.
Downgrade to Free Plan Not using paid features? Switch to the free plan. You’ll still keep your Zaps (up to 5) and can use them again later.
Remove Specific App Access If you're worried about privacy, you can disconnect certain apps instead of deleting your whole account.
Turn Off Notifications Too many emails? Just change your notification settings in your profile.
Contact Support Zapier’s team is friendly and can help you adjust your plan or account settings.
Deleting is permanent. If you're not 100% sure, take one of the steps above instead. That way, you don’t lose your setups and hard work
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5 Genius Digital Marketing Hacks to Explode Your Business Growth in 2025
In today’s fast-changing digital landscape, staying ahead isn’t just about keeping up — it’s about setting the pace. As we move into 2025, new technologies, platforms, and strategies are rewriting the rules of engagement. If you’re ready to turbocharge your business growth, here are five genius digital marketing hacks that can put you miles ahead of your competition.
1. Hyper-Personalization Through AI and Predictive Analytics
Gone are the days when basic personalization, like adding a customer’s first name in an email, was enough. In 2025, hyper-personalization is the gold standard. Thanks to advancements in AI and predictive analytics, businesses can now tailor every interaction — from product recommendations to content suggestions — based on real-time behavior, preferences, and even emotions.
By analyzing past purchases, browsing history, and social media activity, you can predict what a customer wants before they even know it themselves. This leads to higher engagement rates, increased conversions, and deeper customer loyalty. Tools like Adobe Sensei and Salesforce Einstein are making this level of sophistication accessible even to small businesses.
Pro Tip: Start by segmenting your audience based on micro-behaviors, not just demographics.
2. Short-Form Video Dominance
If you’re not already investing heavily in short-form video, 2025 is the year to start. Platforms like TikTok, Instagram Reels, and YouTube Shorts continue to dominate user engagement, with algorithms favoring authentic, quick-hitting content over polished commercials.
Short videos offer an incredible return on investment — they humanize your brand, tell compelling stories quickly, and are easy to share. Businesses that can master storytelling within 30 to 60 seconds are seeing exponential reach and stronger emotional connections with their audience.
Pro Tip: Don’t aim for perfection — aim for relatability. Behind-the-scenes moments, customer testimonials, and quick tutorials perform best.
3. Conversational Marketing 2.0
Chatbots and live messaging aren’t new, but in 2025, conversational marketing is evolving to be more human, intuitive, and value-driven. AI-powered chatbots are no longer robotic; they engage users in dynamic conversations that feel natural, helping to qualify leads, recommend products, and even close sales in real time.
Moreover, platforms like WhatsApp Business, Messenger, and even voice-based assistants like Alexa are becoming powerful sales channels. Brands that invest in smart, conversational AI are creating seamless buying experiences that customers love.
Pro Tip: Personalize chatbot conversations based on where the user is in the buyer’s journey for maximum impact.
4. Zero-Click Content Strategy
As Google and social platforms increasingly prioritize keeping users on their own sites, businesses must adapt with a zero-click content strategy. This means delivering value directly in the search result, social post, or featured snippet — no click required.
By answering questions fully within your content snippets and using rich media like infographics, carousels, and mini-blogs, you can build authority, trust, and brand visibility without relying on website traffic alone. In 2025, the businesses that win will be those that prioritize visibility over vanity metrics like clicks.
Pro Tip: Optimize for featured snippets and aim to "answer and solve" rather than "tease and chase."
5. Community-Led Growth
Traditional top-down marketing is giving way to community-led growth. Smart brands are creating and nurturing niche communities where customers, fans, and advocates can interact freely — whether it’s through private Facebook groups, Discord servers, or brand-hosted forums.
A strong, engaged community doesn’t just buy from you; they market for you. In 2025, authentic peer-to-peer recommendations inside trusted communities will outperform even the best ad campaigns. Think of your brand as the host of a party, not just a broadcaster.
Pro Tip: Focus on adding real value to your community — exclusive content, early product access, and meaningful interactions work wonders.
Conclusion
The digital marketing landscape in 2025 is all about intelligence, authenticity, and community. By embracing hyper-personalization, short-form video, conversational AI, zero-click strategies, and community-driven growth, you can not just survive but thrive in this exciting new era. The businesses that adapt quickly and innovate boldly will be the ones that experience explosive growth.
For more info:-
5 Genius Digital Marketing Hacks to Explode Your Business Growth in 2025
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testforce-insights · 2 months ago
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Can a Manual Tester Become a Salesforce Developer? Absolutely. Here's How.
Ever found yourself knee-deep in manual testing and wondering, "What if I could build the stuff I'm testing?" Well, good news: you totally can. Transitioning from manual testing to becoming a Salesforce Developer is not just possible—it might be one of the smartest career moves you can make. Especially if you're already exploring tools like Provar, a Salesforce automation tool that bridges the gap between testers and developers.
In this post, we’ll break down how you can shift gears from manual testing to Salesforce development, the skills you'll need, and how tools like Provar can help along the way.
Why Consider the Switch?
Manual testing is a great entry point into the tech world. You've got the analytical mindset, the attention to detail, and the experience working with systems. But let’s be real: it can feel repetitive, and there's often a ceiling in terms of growth.
Salesforce Development, on the other hand, opens the door to:
Higher salaries and better job stability
Creative problem-solving using Apex (Salesforce's programming language)
More influence in the SDLC (Software Development Life Cycle)
Remote-friendly work opportunities
So if you’re already familiar with how Salesforce apps should behave, you're halfway there.
What Do Salesforce Developers Actually Do?
Salesforce Developers create custom functionality on the Salesforce platform using tools like Apex (similar to Java), Visualforce (for UI), and Lightning Components (modern UI framework). They build things like:
Custom apps and workflows
Automated business processes
Integrations with other systems (like Slack, Gmail, etc.)
This means turning business needs into working features—something manual testers are already good at analyzing.
Skills You Already Have (and How They Translate)
If you’re coming from a manual testing background, you already have some golden skills that will make your move into Salesforce development a whole lot easier.
Understanding of Test Cases: You know how to think through different scenarios and outcomes. This will help you write smarter, more accurate logic and validations when you start coding.
System Thinking: As a tester, you’re already used to seeing the bigger picture and how parts of a system interact. This skill is crucial for designing scalable, efficient solutions as a developer.
Bug Reporting: You’ve spent a lot of time identifying and documenting bugs. That attention to detail translates directly into writing cleaner, error-free code.
Familiarity with Salesforce UI: If you've tested Salesforce apps before, you already have a head start! Knowing your way around the Salesforce interface gives you a solid foundation for building apps, especially when working with Lightning components.
Skills You Need to Pick Up
Don’t worry—you don’t need a Computer Science degree to become a Salesforce Developer. Here's what you'll want to learn:
Apex: Salesforce's proprietary Java-like language
SOQL: Salesforce Object Query Language for database operations
Lightning Web Components: For building responsive UIs
Salesforce Admin Skills: Understand objects, fields, workflows, etc.
Pro tip: Use Provar to bridge the knowledge gap. Since Provar automates testing within Salesforce, it helps manual testers learn about object relationships, workflows, and backend logic organically. It’s like learning to swim while already floating.
Suggested Learning Path
Let’s break it down step-by-step:
Get Certified as a Salesforce Administrator
Understand the basics: objects, fields, workflows, validation rules
Tools: Trailhead (Salesforce’s free learning hub)
Start Learning Apex and SOQL
Use Trailhead modules or YouTube tutorials
Play around in a free Salesforce Developer Org
Build Mini Projects
Try creating a custom app or automating a simple process
Document what you build—this is gold for your portfolio
Work with Provar or Similar Tools
Provar helps you understand how automation integrates with development
Try writing tests while experimenting with backend configurations
Contribute to Open Source or Freelance
Try doing small gigs or helping nonprofits
These experiences build confidence fast
Real Talk: Common Roadblocks (and How to Overcome Them)
"I don’t have a coding background."
That’s okay! Apex is beginner-friendly and well-documented. Start slow and build consistently.
"I’m afraid of making the leap."
Think of this as a skill expansion, not a total restart. You can even start by becoming a Salesforce Test Automation Engineer using Provar, and grow from there.
"Will employers take me seriously?"
Absolutely, especially if you have a strong testing background. Add some Trailhead badges and a few project demos, and you're in the game.
Why Provar Can Be Your Secret Weapon?
Provar is not just for testers. It’s also a great way to:
Understand how test automation works under the hood
Get exposure to Salesforce objects, workflows, and APIs
Bridge the tester-to-developer knowledge gap
As someone already familiar with Salesforce Testing, you can use Provar to:
Write functional test scripts and see how they map to backend logic
Experiment with edge cases and error handling (just like developers do)
Collaborate more effectively with dev teams
So yeah, Provar isn’t just a tool—it’s your training ground.
Career Growth Opportunities
Once you transition to Salesforce Development, you can branch out into:
Salesforce Architect
Technical Consultant
Product Manager (with technical chops!)
Lead Developer or Team Lead
And since Salesforce is huge across industries, you'll find opportunities in finance, healthcare, education, and tech.
Final Thoughts: Start Where You Are
Switching from manual testing to Salesforce Development isn’t just a dream—it’s a plan. With the right mindset, consistent learning, and the help of tools like Provar, you're already on your way. Don’t wait to be "ready." Start exploring, tinkering, and learning today.
Remember, your background in Salesforce Testing already gives you a leg up. All that’s left is to write some code, build something cool, and show the world what you can do.
Thinking about where to begin? Fire up Trailhead, launch a dev org, and automate your first test in Provar. You're not just testing anymore—you're building the future of Salesforce.
Ready to make the jump? We at Provar are cheering you on.
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pallaviicert · 3 months ago
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Cloud Computing Tutorial for Beginners
Introduction Think of a world where you can use your files, run applications, or even write software without carrying around a high-end computer. That's cloud computing magic �� a revolutionary technology that's redefining the manner in which we interact with computers and the web. Be a student, an entrepreneur, or a geek; learning cloud computing opens doors to endless possibilities. In this simple-to-get-start tutorial, we'll de-mystify what cloud computing is, how it works, the main models and services, and why it matters in today's digital age.
What is Cloud Computing? Cloud computing is the provision of computer services — including servers, storage, databases, networking, software, analytics, and intelligence — over the internet ("the cloud") to provide faster innovation, elastic resources, and economies of scale. In straightforward terms, rather than executing software or storing information on your local computer or server, you use a distant system that you access via the internet.
Key Features • On-demand self-service: Compute resources can be provisioned by end-users without human intervention. • Broad network access: Services are made available from anywhere on internet-enabled devices. • Pooling of resources: Cloud providers employ multi-tenant models to host several customers. • Rapid elasticity: Resources can be scaled up or down rapidly depending on demand. • Measured service: You only pay for what you use.
Why Cloud Computing? • Economical: No investment in costly hardware or infrastructure. • Scalable: Simply scale your resources as your needs expand or contract. • Reliable: Cloud providers offer strong disaster recovery and backup solutions. • Accessible: Work anytime, anywhere. • No maintenance: Cloud providers handle updates, security patches, and so forth.
Types of Cloud Deployment Models There are three primary deployment models in cloud computing: 1. Public Cloud • They are offered on the public internet and are used by numerous users. • Examples: Amazon Web Services (AWS), Microsoft Azure, Google Cloud Platform (GCP).
• Suitable for: Small and medium-sized businesses, start-ups, or individuals who need instant access to assets. 2. Private Cloud • Reserved for a single organization. • Either on-premises deployed or by a third-party provider. • Provides greater control and security but is expensive. 3. Hybrid Cloud • Ties public and private clouds together for greater flexibility. • Businesses can have sensitive data on a private cloud and use public cloud for less sensitive processes.
Cloud Service Models Cloud computing services are mostly classified into three models: 1. IaaS (Infrastructure as a Service) • Provides virtualized computing resources over the internet. • You control the operating system, applications, and data. • Example: AWS EC2, Google Compute Engine. Usage: Storing web site hosting, running virtual machine executions, and backup data storage.
2. PaaS (Platform as a Service) • Provides a platform to customers to write, run, and host applications without the burden of infrastructure management. • Example: Google App Engine, Heroku. Use case: Developing apps fast without worrying about the hardware or operating system. 3. SaaS (Software as a Service) • Delivers software applications over the internet on a subscription model. • Example: Google Workspace, Microsoft 365, Dropbox. Use case: Having access to software like email, file storage, or CRM without installing it locally. Real-World Examples •Netflix uses AWS to provide videos to hundreds of millions of customers across the globe. •Dropbox allows users to save and share documents through cloud storage. •Salesforce offers a cloud-based CRM application to manage business relationships. •Zoom hosts its video conferencing website on the cloud with high availability. Main Cloud Providers Some of these companies own the marketplace in the cloud: •Amazon Web Services (AWS): Most used and veteran cloud platform. •Microsoft Azure: Biggest in hybrid cloud and enterprise cloud. •Google Cloud Platform (GCP): Focused on data analytics and machine learning. •IBM Cloud, Oracle Cloud, Alibaba Cloud: Other prominent ones. Everyone provides similar essential services but differing tools and cost structures.
Getting Started with Cloud Computing Follows is a step-by-step way in which you can begin to try cloud computing as a beginner: Step 1: Sign Up for a Free Tier Free tiers are provided by all the big cloud providers. For instance: • tAWS Free Tier provides EC2, S3, Lambda, etc. • tAzure Free Account provides $200 credits. • tGoogle Cloud Free Tier provides Compute Engine and BigQuery. Step 2: Explore Basic Services • Install a Virtual Machine (VM): Start a minimal server using EC2 (AWS) or Compute Engine (GCP). • Install Cloud Storage: Store data in S3 (AWS) or Google Cloud Storage. • Test a SaaS App: Mess around with applications such as Google Docs or Trello. Step 3: Learn by Projects Mess around with small projects such as: • Serving a static web page. • Creating a to-do application with Firebase. • Hosting a chatbot on Azure.
Step 4: Study and Certify Cloud certifications can give your career a boost: • AWS Certified Cloud Practitioner • Microsoft Certified: Azure Fundamentals • Google Cloud Digital Leader These beginner certifications prove your grasp of cloud concepts.
Security in Cloud Security is top of the mind for cloud computing. Even as providers put huge investments in security, end users have some responsibilities too. Shared Responsibility Model: •Cloud provider secures infrastructure. •Customer secures user access, data, and application-level settings. Key Practices: •Employ strong authentication (e.g., multi-factor). •Encrypt data in transit and at rest. •Monitor activity on a regular basis and audit it. •Set proper permissions on users.
Challenges of Cloud Computing The cloud is wonderful, but it's not all sunshine: •Downtime: Disruptions may occur in accessing essential services. •Vendor Lock-in: It is complicated and costly to switch vendors. •Security Risks: Erroneous configuration can compromise security. •Cost Overruns: Pay-as-you-go arrangements become prohibitively expensive if left unmonitored. It's great to be aware of these challenges in order to make smart decisions. The Future of Cloud Computing Cloud computing just keeps improving with fascinating trends such as: •Serverless computing: Code is the focus for developers, while the infrastructure is handled by the provider. •Edge computing: Processing data close to the source (e.g., IoT devices) for enhanced performance. •AI and ML Integration: Cloud platforms allow for powerful tools for model training and deployment. •Multi-cloud strategies: Organizations use multiple providers to avoid dependence on a sole one. Final Thoughts Cloud computing is not a fad buzzword — it's actually the backbone of contemporary digital life. Whether streaming entertainment and smart homes or business applications and mobile phones, the cloud permeates nearly all aspects of everyday life. By learning the basics now, you're setting yourself up to take advantage of one of the greatest technology shifts of the 21st century. If you love development, data, or infrastructure, the cloud has something for you.
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georgemaries · 3 months ago
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What is similar to salesforce training days?
Introduction
Salesforce Training Days are renowned for their immersive and interactive training experiences. Whether you are just starting out or looking to upskill, these training days offer hands-on guidance on Salesforce concepts and best practices. But what if you are looking for similar training opportunities that deliver equal value?
In this article, we will explore the best alternatives to Salesforce Training Days, focusing on comprehensive Salesforce training classes that provide the same depth of knowledge and hands-on experience. We’ll also highlight how you can access these Salesforce classes online and make the most out of your learning journey.
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Why Do You Need Salesforce Training?
Salesforce is one of the most powerful Customer Relationship Management (CRM) platforms available today. Mastering its tools and features can significantly boost your career prospects. Whether you aspire to be a Salesforce Administrator, Developer, or Consultant, acquiring practical knowledge is essential.
Training programs not only help you gain in-depth understanding but also prepare you for certification exams. From configuring apps to automating processes, practical training makes you industry-ready. That’s why many learners actively seek out Salesforce online courses that provide hands-on practice, expert guidance, and real-world scenarios.
Similar Options to Salesforce Training Days
While Salesforce Training Days are highly popular, there are several alternatives that deliver equally engaging and practical training experiences. Let’s dive into the most effective training for Salesforce that resembles the immersive learning of Training Days.
1. Hands-On Salesforce Classes Online
One of the most popular ways to gain Salesforce skills is through online training classes. These classes are designed to offer flexible learning without compromising quality. You get to learn at your own pace while still receiving interactive sessions and guidance from certified trainers.
Features of Online Salesforce Classes:
Live instructor-led sessions
Real-time projects and case studies
Comprehensive curriculum covering Administration, Development, and more
Flexible scheduling to accommodate working professionals
Real-World Example:
Take, for instance, the comprehensive Salesforce training offered by H2K Infosys. The platform provides live classes conducted by expert instructors with hands-on projects, which mirror real-world scenarios. This practical approach ensures that learners not only understand concepts but also know how to implement them effectively.
2. Self-Paced Salesforce Online Courses
For those who prefer self-learning, self-paced courses are a viable option. These courses allow learners to study whenever it suits them without being tied to a specific schedule.
Advantages of Self-Paced Learning:
Learn at your convenience
Revisit topics as needed
Access to pre-recorded sessions and course materials
Affordable pricing and lifetime access
Self-paced online courses often include video tutorials, quizzes, assignments, and downloadable resources. This makes it an excellent choice for professionals juggling multiple commitments.
3. Certification-Focused Salesforce Training
If your goal is to get certified, consider enrolling in Salesforce classes online that are specifically designed to help you pass the certification exams. These classes often focus on exam-oriented content, practical labs, and mock tests to help you build confidence.
Key Features:
Mock exams and practice questions
Exam-oriented syllabus
Practical exercises related to exam objectives
Personalized feedback from instructors
Again, H2K Infosys offers a robust curriculum that aligns well with certification requirements. Their structured approach ensures you are well-prepared to take on the certification exams.
4. Community and Peer Learning
A great way to enhance your skills is to participate in community learning or join peer groups. Online communities often hold webinars, group discussions, and Q&A sessions that can help you gain insights from experienced professionals.
Benefits of Community Learning:
Access to expert advice and peer support
Practical knowledge through shared experiences
Opportunity to work on group projects
Communities such as LinkedIn groups and Salesforce-specific forums can be invaluable for continuous learning and professional networking.
Key Takeaways
Alternatives to Salesforce Training Days include live online classes, self-paced courses, certification-focused training, and community learning.
Online classes offer interactive, hands-on learning that mirrors the Training Day experience.
Self-paced courses give flexibility while retaining comprehensive content.
Certification-oriented classes prepare you specifically for exams and real-world challenges.
Community learning fosters collaboration and real-world knowledge sharing.
Conclusion
Investing in Salesforce training classes is a strategic move for any professional looking to advance their career. Whether you opt for live Salesforce classes online or a self-paced Salesforce online course, the key is to choose a platform that aligns with your learning style and career goals. H2K Infosys offers an exceptional blend of live training, real-world projects, and exam preparation, making it a top choice among learners.
Get started with your Salesforce learning journey today and elevate your career to new heights!
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pmotool · 3 months ago
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In a world of increasing competition and tighter project deadlines, project management software has become essential for organizations seeking to achieve their goals efficiently. A PWC survey highlights that 97% of companies consider project management crucial for business success, and 94% believe it directly supports business growth.
However, selecting the best project management software in 2025 can be overwhelming, with countless options offering various features and pricing plans. This comprehensive guide will help you explore the best project management tools available, making it easier to find one that meets your organization’s unique needs.
What is Project Management Software?
Project management software is a digital platform designed to help teams plan, manage, and track project progress from initiation to completion. It provides tools for task management, resource allocation, budget monitoring, collaboration, and reporting.
By centralizing project data and offering real-time insights, project management tools streamline communication, ensure deadlines are met, and facilitate better decision-making. They are essential for managing both simple tasks and large-scale, complex projects.
Key Factors to Consider When Choosing Project Management Software
To find the best project management software for your organization, it’s essential to evaluate various factors. Here’s what you should consider:
1. Budget and Pricing
Compare pricing models to determine which software offers the best value for your business. Some solutions charge per user, while others offer flat fees or tiered pricing. Factor in additional costs for premium features, integrations, or expanded storage.
2. Features and Functionalities
Evaluate whether the software includes essential project management features, such as:
Task Management: Create tasks, assign responsibilities, and track progress.
Resource Management: Monitor workloads and allocate resources effectively.
Budget Management: Track expenses and ensure projects stay within budget.
Time Tracking: Monitor the time spent on tasks for accurate billing and reporting.
Risk Management: Identify potential risks and develop mitigation strategies.
Collaboration Tools: Enable team members to communicate seamlessly through chat, comments, and file sharing.
3. Integration Capabilities
Ensure the software can integrate with the tools your team already uses, such as Slack, Google Drive, Trello, Microsoft Project, and Salesforce. Seamless integration reduces the need for switching between applications and improves workflow efficiency.
4. Scalability
Choose a project management tool that can scale with your business. While a small team may need a simple solution, larger organizations require advanced features such as portfolio management, detailed reporting, and resource forecasting.
5. Ease of Use and User Experience
A user-friendly interface ensures faster adoption by your team. Opt for software with intuitive navigation, customizable dashboards, and easy-to-access tutorials. Many providers offer free trials, allowing you to test usability before committing.
6. Customer Support and Reliability
Evaluate the quality of customer support by checking response times, available channels (live chat, phone, or email), and user reviews. Reliable customer support ensures quick resolution of any issues.
Top Project Management Software in 2025
Based on features, performance, user experience, and industry relevance, here are the top project management software tools to consider in 2025:
1. Celoxis – Best for Enterprise Project Management
Celoxis is a powerful, all-in-one project management solution designed for enterprises handling complex projects. It offers advanced features like portfolio management, resource allocation, time tracking, and financial management. Celoxis also provides customizable dashboards and real-time reports, making it ideal for organizations seeking transparency and data-driven decision-making.
Key Features:
Interactive Gantt charts for timeline visualization
Advanced resource management for workload balancing
Budget and financial tracking with real-time insights
Seamless integrations with tools like Salesforce, QuickBooks, and Slack
Best for: Large enterprises and organizations managing multiple projects.
2. Planview – Best for Portfolio and Resource Management
Planview excels in portfolio and resource management, making it an excellent choice for companies handling multiple projects. It provides detailed insights into resource utilization and project alignment with business goals.
Key Features:
Portfolio-level planning and tracking
Resource optimization tools
Scenario analysis for risk management
Robust reporting and analytics
Best for: Enterprises and project managers focused on strategic alignment.
3. Planisware – Best for Product Development and R&D
Planisware is tailored for organizations in research and development, offering specialized tools for managing product development lifecycles. It supports complex project structures and promotes innovation through efficient collaboration.
Key Features:
Product lifecycle management
Budget forecasting and cost analysis
Scenario planning for new product development
Data-driven decision-making tools
Best for: R&D teams and product managers.
4. Smartsheet – Best for Spreadsheet-Style Management
Smartsheet offers a flexible, spreadsheet-like interface that makes it easy for teams to manage projects, track progress, and automate workflows. Its familiar format is ideal for users transitioning from traditional spreadsheets.
Key Features:
Project planning and task management
Workflow automation with rule-based triggers
Real-time collaboration with commenting and file sharing
Pre-built templates for faster project setup
Best for: Small to medium-sized teams looking for user-friendly solutions.
5. Kantata – Best for Business Management and Collaboration
Kantata is a comprehensive project management solution designed for service-oriented businesses. It combines project management, resource planning, and financial management in one platform.
Key Features:
Project budgeting and forecasting tools
Time tracking for accurate billing
Real-time collaboration features
Advanced reporting and analytics
Best for: Consulting firms, creative agencies, and service providers.
Conclusion
Choosing the best project management software is essential for improving productivity, enhancing collaboration, and ensuring project success. Consider your business size, project complexity, and budget when evaluating options. By selecting the most suitable tool, you’ll empower your team to manage projects effectively and achieve long-term success.
Explore Celoxis today and experience why it is the top choice for enterprises seeking comprehensive project management solutions.
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agamiblogs · 3 months ago
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11 Growth Hacking Techniques for SaaS Startups: A Complete Guide
In the competitive world of SaaS startups, rapid growth is essential for survival and success. Growth hacking offers innovative, cost-effective strategies to acquire and retain users while maximizing revenue. For a deeper dive into these proven methods, check out this detailed resource: Growth Hacking Techniques for SaaS Startups. Below, we’ve outlined 11 powerful techniques to accelerate your SaaS growth.
Leverage Freemium Models Offer a free basic version to attract users, balancing value with upselling opportunities. Promote premium features via in-app alerts and temporary access (e.g., 14-day trials). Dropbox and Slack succeeded by hooking users with free plans before upselling.
Build a Viral Referral Program Turn users into ambassadors with rewards (cash, credits, or features) for successful referrals. Simplify sharing with pre-made messages and track performance with analytics. Dual incentives for referrers and new users boost results.
Optimize Onboarding Create a seamless onboarding experience with interactive tutorials and early wins (e.g., completing a task). Use progress bars to keep users engaged. Canva and Asana excel with user-friendly setups.
Use Content Marketing Establish authority with blogs, eBooks, webinars, and repurposed content (videos, infographics). HubSpot and Buffer grew audiences by delivering value over promotion.
Implement A/B Testing Test webpage elements (headlines, CTAs) and in-app text to optimize performance. Tools like Google Optimize help refine strategies. Netflix and Amazon use A/B testing for continuous improvement.
Leverage Social Proof Build trust with testimonials, user counts, and live notifications of sign-ups. Slack and Shopify enhance credibility with visible success stories.
Offer Free Trials with a Twist Extend trials (e.g., 28 days) with early-sign-up perks to create urgency. Guide users through features and follow up post-trial. Zoom and Salesforce convert users effectively this way.
Use Email Marketing Nurture leads with targeted emails based on behavior, adding clear CTAs and P.S. lines for engagement. Mailchimp and Intercom drive retention with this approach.
Partner with Complementary SaaS Collaborate with non-competing SaaS products for mutual growth via joint offers or discounts. Zapier and Trello expanded reach through partnerships.
Gamify Engagement Add points, badges, or leaderboards to reward usage and boost retention. Duolingo and Nike Run Club keep users hooked with gamification.
Optimize Pricing Strategy Offer tiered plans (basic, pro, enterprise) with a “Most Popular” label to guide choices. Test billing cycles to maximize appeal. Spotify and Trello balance value and revenue with smart pricing.
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shubham12340987 · 3 months ago
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How Can Small Businesses Implement Subscription-Based Models in Their Sales Strategy?
Small businesses, regardless of industry, can leverage this model to build long-term relationships with customers while offering convenience and value. Implementing a subscription-based model requires strategic planning, the right pricing structure, and continuous customer engagement. Here’s how small businesses can successfully integrate this model into their sales strategy.
1. Identify the Right Subscription Model for Your Business
Before launching a subscription service, determine the best model that aligns with your business and customers' needs. Common types include:
Product Subscription Model – Ideal for businesses selling physical products, such as beauty boxes, meal kits, or clothing. Customers receive curated products on a regular basis.
Service Subscription Model – Suitable for service-based businesses, like coaching, fitness training, or consulting. Customers subscribe to ongoing access to services.
Membership Model – Provides exclusive benefits, such as discounts, premium content, or early access to products (e.g., Amazon Prime or VIP memberships).
Software-as-a-Service (SaaS) Model – Common in the tech industry, where customers pay monthly or annually for access to software (e.g., Netflix, Canva, or Microsoft 365).
Hybrid Model – Combines product and service elements, such as a meal kit subscription that also includes cooking tutorials.
2. Define Your Value Proposition
For a subscription model to succeed, customers must see value in committing to recurring payments. Consider these factors:
Convenience – Customers appreciate time-saving solutions, such as auto-renewing deliveries or exclusive service access.
Cost Savings – Subscriptions should offer better pricing than one-time purchases, incentivizing long-term commitment.
Exclusive Benefits – Provide premium content, personalized experiences, or members-only perks that justify the subscription.
Clearly communicate how your subscription adds value to the customer’s life or business.
3. Develop a Pricing Strategy
Setting the right price is crucial for attracting and retaining subscribers. Consider:
Tiered Pricing – Offer multiple plans to cater to different customer needs (e.g., basic, premium, and VIP tiers).
Freemium Model – Provide free basic access with paid upgrades for exclusive features (commonly used in SaaS businesses).
Discounted Annual Plans – Encourage long-term subscriptions by offering savings on yearly plans compared to monthly options.
Trial Periods – Allow potential customers to experience the benefits before committing to a subscription.
Analyze competitors’ pricing and conduct market research to find a balance between affordability and profitability.
4. Choose the Right Platform and Technology
To manage subscriptions efficiently, businesses need a seamless platform for billing, customer management, and automation. Options include:
E-commerce Platforms with Subscription Support – Shopify, WooCommerce, and BigCommerce allow easy subscription integration.
Subscription Management Tools – Platforms like Chargebee, Recurly, and Stripe automate recurring billing and payment processing.
Customer Relationship Management (CRM) Systems – Tools like HubSpot or Salesforce help manage customer interactions and retention strategies.
A smooth subscription experience ensures customer satisfaction and minimizes churn
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fromdevcom · 4 months ago
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Chatter is an enterprise social network and collaboration environment. Force.com exposes various useful information from Chatter such as users, organizations, groups, feed-items through APIs. Using this information, we can build a proof-of-concept dashboard which will show a user’s or organization’s feed in real-time. Real-time dashboard can provide an accurate understanding of what is happening in an organization. This tutorial expects that you are an intermediate-level web application developer and have a few weeks of experience with Rails and related ecology. This means you should be familiar with building blocks of a Rails app and terms like OAuth, REST, Callback, bundler, gem etc. Here is an outline of how things will work: User can login to our Rails4 powered dashboard (a connected app) using ‘Sign in with Salesforce’ (Oauth 2). We use OAuth to get a secret token for each user from salesforce.com. We can use the token to call APIs. Our goal is to receive a callback to server whenever anything is posted on Chatter. Unfortunately, Force.com doesn’t support a PushTopic for FeedItem, so we will use a work-around to trigger a callback whenever a FeedItem is created. First, we will create a trigger on FeedItem, this trigger will create a custom object named ProxyFeedItem, which will copy necessary fields like body, time, parent_id etc. from the FeedItem. Using a faye client embedded in restforce client, we will listen to a PushTopic for ProxyFeedItem. ProxyFeedItem will be created whenever there’s an update to any FeedItem. This will send a callback to the server with data of the ProxyFeedItem. We will need to forward this incoming data to user’s browser. We will set up another faye channel and just transfer the data we received in step 4. First, go to https://developer.salesforce.com/signup and register for your free Developer Edition (DE) account. For the purposes of this example, I recommend sign up for a Developer Edition even if you already have an account. This ensures you get a clean environment with the latest features enabled. After sign up, make a connected app by following the directions found in this article from the salesforce.com developer portal. Use http://localhost:3000 as Start URL, enable Oauth settings, select appropriate permissions and use http://localhost:3000/oauth/salesforce/callback as callback URL. When you create your app, you will get the app’s Consumer Key and Consumer Secret. We have set up everything that we need from Force.com for this section and we can move on to our web application code. Create a new Rails4 application with rails new chatter-dashboard This will go ahead and create a Rails4 project with the name ‘chatter-dashboard’ and install the dependencies mentioned in Gemfile. Actually, we need a few more dependencies. Change Gemfile to the following: source 'https://rubygems.org' # Bundle edge Rails instead: gem 'rails', github: 'rails/rails' gem 'rails', '4.1.0' # Use sqlite3 as the database for Active Record gem 'sqlite3' # Use SCSS for stylesheets gem 'sass-rails', '~> 4.0.3' # Use Uglifier as compressor for JavaScript assets gem 'uglifier', '>= 1.3.0' # Use CoffeeScript for .js.coffee assets and views gem 'coffee-rails', '~> 4.0.0' # See https://github.com/sstephenson/execjs#readme for more supported runtimes # gem 'therubyracer', platforms: :ruby # Use jquery as the JavaScript library gem 'jquery-rails' # Turbolinks makes following links in your web application faster. Read more: https://github.com/rails/turbolinks gem 'turbolinks' # Build JSON APIs with ease. Read more: https://github.com/rails/jbuilder gem 'jbuilder', '~> 2.0' # bundle exec rake doc:rails generates the API under doc/api. gem 'sdoc', '~> 0.4.0', group: :doc # Spring speeds up development by keeping your application running in the background. Read more: https://github.com/rails/spring gem 'spring', group: :development # Use ActiveModel has_secure_password # gem 'bcrypt', '~> 3.1.7'
# Use unicorn as the app server # gem 'unicorn' # Use Capistrano for deployment # gem 'capistrano-rails', group: :development # Use debugger # gem 'debugger', group: [:development, :test] # Using customized version to fix issue #103 in restforce gem 'restforce', :git => '[email protected]:malavbhavsar/restforce.git', :branch => 'patch-1' # Use omniauth for handlling OAuth with Salesforce gem 'omniauth' # Add omniauth policy for saleforce gem 'omniauth-salesforce' # Print pretty gem 'awesome_print' # Development only gems group :development do gem 'better_errors' gem 'binding_of_caller' end # Add faye for pub/sub, using customized version to avoid problems from # issue 263 and other related issue gem 'faye', :git => '[email protected]:faye/faye.git' # private_pub to easily do pub-sub with browser, using customized version # to make sure that we get faye.js which is not packed when using faye gem # from master gem 'private_pub', :git => '[email protected]:malavbhavsar/private_pub.git' # Puma for our main server concurrently gem 'puma' # Thin for running faye server gem 'thin' Run bundle install, which will install additional dependencies. To start our server, run rails s puma; this will run rails with a puma server and you should be able to see a welcome page on http://localhost:3000. The next step is to set up Oauth with salesforce.com. Add Consumer Key and Consumer Secret to chatter-dashboard/config/secrets.yml development: secret_key_base: salesforce_key: salesforce_secret: test: secret_key_base: # Do not keep production secrets in the repository, # instead read values from the environment. production: secret_key_base: Create a chatter-dashboard/config/initializers/omniauth.rb file and add the following code into it: Rails.application.config.middleware.use OmniAuth::Builder do provider :salesforce, Rails.application.secrets.salesforce_key, Rails.application.secrets.salesforce_secret , :scope => "id api refresh_token" end This configures our omniauth and omniauth-salesforce gems. It has basically added a middleware in our Rails application, which will handle Oauth for us. You can read the documentation for these gems to dig deeper. Now, run the following commands to set up two controllers and relevant routes; one for the login page and the other for the feed page: rails g controller Login login rails g controller Feed feed Now, in the chatter-dashboard/config/routes.rb file, add the following routes: get '/auth/:provider/callback', to: 'sessions#create' root to: 'login#login' This will basically add a callback route to which the user will be redirected to by Force.com after the Oauth procedure has finished successfully. We have also added a root route, so that whenever we go to http://localhost:3000, it will trigger the login#login route. Currently, it’s just an empty page. Let’s add a ‘Sign in with Salesforce’ link to it. Add the following line to chatter-dashboard/app/views/login/login.html.erb: If you hit refresh and click on ‘Sign in with Salesforce’, you will be taken to the login page of salesforce.com if you are not signed in. After signing in and giving the app permissions, you will be redirected to http://localhost:3000/auth/salesforce/callback, but we haven’t implemented matching sessions#create yet. Let’s do that by doing rails g controller Sessions create. For the implementing create method, use the following code: class SessionsController < ApplicationController def create set_client ap @client redirect_to '/feed/feed' end protected def auth_hash_credentials request.env['omniauth.auth'][:credentials] end def set_client @client = Restforce.new :oauth_token => auth_hash_credentials[:token], :refresh_token => auth_hash_credentials[:refresh_token], :instance_url => auth_hash_credentials[:instance_url], :client_id => Rails.application.secrets.salesforce_key, :client_secret => Rails.application.secrets.salesforce_secret end end Here, we parse the callback request coming from Force.
com and get oauth_token, refresh_token etc and create a restforce client. If you see something like the following in your console, then you have completed the first section of this tutorial: In the first section of the tutorial, we set up Oauth with salesforce.com and created a restforce client object. In this section, we want Force.com to notify us of any changes in the FeedItem object of Chatter. Unfortunately, Salesforce streaming API doesn’t support FeedItem yet, so we will have to do a work-around. Create a custom object named ProxyFeedItem. Add necessary fields like Body, Type, CommentCount, LikeCount, CreatedById from FeedItem Now, let’s setup a trigger on FeedItem. You can do this by going to ‘Setup’ on your Force.com and search for ‘FeedItem Trigger’. Use the following code: trigger FeedItemListen on FeedItem (after insert, after update) for(FeedItem f : Trigger.new) ProxyFeedItem__c p = new ProxyFeedItem__c(Body__c = f.Body, CommentCount__c = f.CommentCount, LikeCount__c = f.LikeCount, Type__c = f.Type, User__c = f.CreatedById); insert p; Whenever this is triggered, we get the data from Trigger.new iterate over it and create our custom object ProxyFeedItem for each FeedItem in the data. Now, we have to create a PushTopic, which will listen to any changes in all ProxyFeedItem (and in turn FeedItem) We will subscribe to this PushTopic and send the changes to browser. Following the streaming example given in the restforce docs, we can create a file at chatter-dashboard/lib/chatter_listen.rb like the following: module ChatterListenEM def self.start(client) pushtopics = client.query('select Name from PushTopic').map(&:Name) unless pushtopics.include?('AllProxyFeedItem') client.create! 'PushTopic', ApiVersion: '30.0', Name: 'AllProxyFeedItem', Description: 'All ProxyFeedItem', NotifyForOperations: 'All', NotifyForFields: 'All', Query: "SELECT Id, Body__c, CommentCount__c, LikeCount__c, Type__c, User__c from ProxyFeedItem__c" end Thread.abort_on_exception = true Thread.new EM.run do client.subscribe 'AllProxyFeedItem' do die_gracefully_on_signal end def self.die_gracefully_on_signal Signal.trap("INT") EM.stop Signal.trap("TERM") EM.stop end end Whenever ChatterListenEM.start is called, it creates a PushTopic named ChatterFeedItem, if it doesn’t already exist. Next, it creates a new thread and subscribes to that PushTopic in it. Whenever we receive a message, we pass it a Faye channel e.g. messages/new using private_pub. private_pub is a ruby gem, which makes it easier to setup a pub-sub type mechanism between a web server and browser. You can learn more about it in this screencast on private pub Before going to private_pub and related stuff, let’s call our ChatterListenEM.start method from SessionController. There is just one minor change: require 'chatter_listen' class SessionsController < ApplicationController def create set_client ChatterListenEM.start(@client) redirect_to '/feed/feed' end protected def auth_hash_credentials request.env['omniauth.auth'][:credentials] end def set_client @client = Restforce.new :oauth_token => auth_hash_credentials[:token], :refresh_token => auth_hash_credentials[:refresh_token], :instance_url => auth_hash_credentials[:instance_url], :client_id => Rails.application.secrets.salesforce_key, :client_secret => Rails.application.secrets.salesforce_secret end end Now, let’s set up private_pub. Run rails g private_pub:install on console. It will create and place necessary files like private_pub.ru, private_pub.yml and faye.js, private_pub.js in asset-pipeline. To make rails aware of faye.js and private_pub.js files, add them to the chatter-dashboard/app/assets/javascripts/application.js file. // This is a manifest file that'll be compiled into application.js, which will include all the files // listed below. // // Any JavaScript/Coffee file within this directory, lib/assets/javascripts, vendor/assets/javascripts, // or vendor/assets/javascripts of plugins, if any, can be referenced here using a relative path.
// // It's not advisable to add code directly here, but if you do, it'll appear at the bottom of the // compiled file. // // Read Sprockets README (https://github.com/sstephenson/sprockets#sprockets-directives) for details // about supported directives. // //= require jquery //= require jquery_ujs //= require faye //= require private_pub //= require turbolinks //= require_tree . Start our Faye server in a different console. This will handle pub-sub for us. rackup private_pub.ru -s thin -E production All that is left to do now is to subscribe to the channel /messages/new and print our data. We can take easy examples from the private_pub documentation and add the following to our chatter-dashboard/app/views/feed/feed.html.erb: and the following to our chatter-dashboard/assets/javascripts/feed.js: PrivatePub.subscribe("/messages/new", function(data, channel) console.log(data.chat_message); ); Now, go to http://localhost:3000, ‘Login with Salesforce’ and you will end up on the feed page. Open the developer console and in another tab open the Chatter tab of salesforce.com. If you do a text post, you will be able to see a real time update in the console. Here’s a proof of concept, showing the dashboard in action: We just implemented a system like below: Instead of printing data in console, you can easily feed it into any frontend framework like angular, ember etc. and create a great real-time dashboard. We also have left out few things in this proof-of-concept prototype e.g. we have to secure our faye channels. One way of doing this is creating a different channel for each user. e.g. /messages/new/user_id and subscribe the user only to that particular channel. Additionally, use SSL. If you are handling any real user data, it is important that you secure the data being transferred. Force.com makes sure to secure the data and only provides developers with data over SSL using OAuth. It is however the responsibility of the developer to ensure secure communication in any RESTful app. For more information, you should refer to Security Resources. You can find the code for this project at github chatter-dashboard Resources For a comprehensive set or resources, check out: About The Author: This article is created by Malav Bhavsar. Please feel free to ask questions in the comment section, open issues in the github repository or contact me at [email protected]
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korshubudemycoursesblog · 1 month ago
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Learn Salesforce (Admin + Developer) with LWC Live Project
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Introduction: Why Learn Salesforce in 2025?
Salesforce isn't just a buzzword—it's the backbone of CRM systems powering businesses across industries. Whether you’re eyeing a career switch, aiming to boost your tech resume, or already in the ecosystem, learning Salesforce (Admin + Developer) with Lightning Web Components (LWC) and Live Project experience can fast-track your growth.
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