Ways to improve performance of your Salesforce CRM

Ways to improve performance of your Salesforce CRM

1. Integration of Salesforce

Incorporating data connectors into your Salesforce CRM system is a powerful approach to provide a unified picture of your customers while also boosting employee experience. Businesses get a competitive edge via the integration of internal databases, which allows them to use data in strong new ways. This is due to the fact that connecting Salesforce with current applications makes advantage of the API capabilities of Salesforce, which allows a company to reach better levels of operational value, continuity, and efficiency.

When it concerns Salesforce data integration, the possibilities are almost limitless. As a company owner, you have the ability to link disparate systems – from data stored on external accounting, human resources, and enterprise resource planning systems – to social media sites, e-commerce platforms, and on-premises software such as Oracle, Microsoft, and SAP. The result is a more seamless data management experience as well as improved company logic for you and your organization. In addition to compatibility, you have secure integration options that allow you to combine authentication technologies to enhance the user experience and minimise the amount of time spent on user management. Your company may benefit from data synchronisation with numerous suppliers across a variety of platforms thanks to powerful API interfaces.

It’s critical to investigate various integration options available for your Salesforce CRM platform, while also assuring data quality and logical setup of your Salesforce CRM platform. If you’re considering employing a team of professional Salesforce developers, they may assist your company substantially cut integration time in order to integrate and modernise back-end systems, among other things.

2. Implementation of Salesforce

Salesforce is a powerful customer relationship management software with almost limitless potential. With all of these options comes a highly rigorous installation procedure that is designed to create the optimal CRM solution for your firm. If you are introducing salesforce into your company for the first time, you must think about the procedures that define your business model and how they will be implemented. Winklix will be able to deploy a Salesforce solution that is specifically matched to your current infrastructure as a result.

The preparation and planning that go into CRM activities like lead flow, campaign setup, and client acquisition strategy are critical. Detailed planning and preparation are required. You must also take into consideration data management methods that assure data integrity and consistency across silos and domains. The most effective approach to migrate your old CRM to Salesforce is with the assistance of an experienced implementation partner. In addition, Winklix has deployed Salesforce in a variety of different settings, and we recognize how the different arenas respond to Salesforce technology, providing us a competitive edge over other Salesforce implementations that are more generalist. An optimised Salesforce platform starts with a customised implementation strategy that is tailored to your specific goals.

3. Salesforce Lightning

Any firm that wants to succeed must provide a lightning-fast user experience and lead flow. That’s why Salesforce developed a completely redesigned CRM interface that is meant to increase sales rep efficiency while also integrating analytics and business insight to improve sales efficiency for your company. Switching between Salesforce Classic and Salesforce Lightning is possible because of the Salesforce platform.

You will want to enhance your CRM operations with this newest update, especially given the comprehensive capabilities provided by the Lightning platform.

It includes a graphically enhanced homepage with a progress chart, an immediate calendar module, structured lead flow visualisations, and contact and account analytics, all of which are meant to assist your sales force in staying organised and digesting information as efficiently as possible. A new Activity Timeline workplace has also been added, allowing sales representatives to create tasks and events in one spot while also logging calls and sending emails to keep track of their actions more effectively. It is critical to take use of your lightning elements and to develop a strategy in which you examine the markup and design of the interface in order to meet your business goals. Make certain that you have a structure in place that allows your whole business to take use of Salesforce’s capabilities. If you want to construct single-page, dynamic apps for a variety of devices and/or write bespoke components for your team to utilise or sell via the Salesforce Lightning Experience, you might consider hiring professional Salesforce developers who can assist you.

4. Salesforce Visualforce.

Salesforce provides prebuilt apps that assist in the enhancement of CRM capability. Salesforce Visualforce assists in accomplishing this goal. However, if you are not a developer, the implementation of Salesforce Visualforce might be a time-consuming endeavour since it is built of a tag-based markup language, similar to HTML, that allows developers to create apps and customise the CRM user interface. Custom flow control via the use of wizards, templates, and on-the-fly deployment are just a few of the options offered with Visualforce.

It also includes alternative stylistic components that, when combined with the application, result in a more vibrant animated user interface as compared to applications developed with standard features. Using Visualforce, page components may be optimised with the use of custom dashboards, tabs, menu items, action items, and customised console components that are tailored to particular organisational requirements.

Incorporating additional web-based user interface technologies such as JavaScript or Flash allows for the creation of configurable user-driven functionality. Consider hiring an expert team of developers who are familiar with how to harness your business goals in order to best enhance CRM functionality while adopting Salesforce Visualforce inside your corporation.

5. Salesforce AppExchange is the fifth option.

It is a business app platform for cloud-based business applications that is hosted by Microsoft. A number of customizable applications are available, all of which feature user feedback and are appropriate for use in any department or business. Through the AppExchange, you may access parts such as Lighting Data and Bolt Solutions, consulting partners, and developers that can assist you in extending the potential of Salesforce’s functionality. It has the potential to play a significant role in delivering favourable business outcomes, such as better accuracy, quicker order placing times, and cost savings, among others.

The most significant advantage of AppExchange is the thriving partner network that is ready to help you bring your ideas to the table. Winklix LLC., a software development business with 10 years of experience, takes your app concepts from discovery to design, and from basic utilities to connectors to bespoke apps, all in a fluid and stress-free production process. Our developers provide conceptual, technical, and functional designs for your project, ensuring that you get the most out of this dynamic element of the Salesforce CRM platform to the greatest extent possible. We will include the functionality you want, such as custom computations, triggered actions, workflows, and other features as needed.

Advantages Of Salesforce Apex

Advantages Of Salesforce Apex

Each company is distinct. The products and services they provide to their consumers are unique, and they each have their own set of requirements. General operations may not be the best fit for each business endeavour.

Personalization is critical in enterprise applications for personalized services to your specific demands. Developers respond to this demand by implementing upgrades and changes to better fulfil a company’s needs.

This is where Apex from Salesforce enters. It’s a software program created exclusively for Salesforce’s Spark technology platform.

Coding is a highly specific talent. This is not the form of activity that the average individual could learn immediately. This has traditionally involved that only a small number of people could develop commercial applications or make changes to existing ones.

Apex was created to remedy this. According to Salesforce’s online platform:

“Apex is a statically typed, object-oriented software language that enables developers to use the Lightning platform server to perform flow and transactional control instructions in connection with calls to the Lightning Platform API.”

Several system activities, including button presses and record upgrades, can be enhanced with business rules by developers. The syntax is identical to Java, and it functions similarly to a data stored procedure.

The following are eight advantages of utilizing Salesforce Apex:

  • User-friendly
  • Easily Verified
  • Multitenancy
  • Built-in Assistance
  • Triggers for Simple Updates
  • Safe platform
  • Access to Salesforce’s Backend
  • Deployments with Confidence

1. It is user-friendly.

Learning and mastering programming takes a lot of time. Salesforce Apex aims to reduce the time it takes to learn by using a highly user-friendly interface.

A few of the methods it does this is by using syntax and semantics to launch fresh features:

“A software language’s grammar specifies which letter sequences make up a legitimate program. A computer language’s semantics specifies what syntactically valid programs signify and what they do.”

2. It’s Simple to Test

Bad code could have far consequences. To verify that all of this is better organized and written, bringing in new code must go through a quality assurance procedure.

Apex takes care of this by offering created support for unit test design and execution.

The user gets a statement that analyzes the test findings. It explains the range of the examined code and makes recommendations for which areas should be improved more efficiently.

Before any system updates are implemented, unit tests are run on Apex code frameworks.

3. Multiple tenancies

A single instance of software that may serve several tenants from a single server is referred to as multitenancy. This enables a provider to make updates once and distribute them to all tenants. Other advantages include pooled maintenance costs.

Apex works in a shared hosting environment. This indicates that the runtime engine places and enforces constraints on inserted code to prevent programs from monopolizing available resources.

If code is determined to violate these limits, this would generate an error message and fail.

4. Support built-in

Salesforce is well-known for its extensive support capabilities. Numerous tools could provide this most unskilled customer with the guidance they require to address any query.

Salesforce has a portion of its website dedicated only to Apex. You’ll find information for writing code, debugging code, testing your modifications, maintaining scratch orgs, and also discussions of Apex’s basic layout.

Whenever it comes to incorporating new code into your Salesforce application, the opportunities are limitless. These tools could help you navigate a variety of situations that might be perplexing to both newbies and veterans.

5. Triggers for Simple Updates

Additions, upgrades, and removals are sometimes required to keep your system running well. This also aids in customizing the platform’s functioning and getting the most out of it.

If certain criteria are met, triggers could be used to execute commands, restrict processes, or customize data files. DML, SOQL, and custom Apex procedures could all be executed with them.

In Salesforce, point-and-click tools are massively helpful, but they can’t accomplish everything. Triggers could be used to execute tasks that aren’t possible to do with a point and click.

6. Safe and Secure Platform

Salesforce is well-known for the features and services it offers to customers. It’s also well enough for the system’s high-security standards. Apex is a component of Salesforce’s larger platform and hence comes under the system’s protection.

Data and information could be utilized for many different things. This is why fraudsters frequently attack metadata. This sensitive data on every Apex action and use must be safeguarded, and Salesforce does as well.

7. Access to Salesforce’s backend

The backend of your Salesforce platform could be used to improve and customize the performance of your operations. We’ve previously covered the benefits of triggers, but there’s a lot more that could be performed.

Without the requirement for storage, anonymous blocks could be compiled and implemented. This can be used for short adjustments or to send emails.

Other tools that could be useful include:

  • Deployment Based on Events
  • Processing of Emails
  • MVC Patterns Controllers
  • plus a lot more

8. Reliable Deployments

If fresh lines of code here are not fully assessed for authenticity, they face the risk of becoming more than ineffective—and even hazardous.

Testing your code before deployment is the best approach to catch any potential bugs and observe how it interacts with other programs.

Apex makes it easier to develop good coding habits by incorporating testing into the normal workflow. Not only do coders develop more dependable and stronger code, but they also develop a method that makes it easier to create beneficial products.

The Importance of DevOps

While Salesforce Apex has a lot of advantages, it’s important to remember that Salesforce was designed to be a CRM, not a development platform.

Although Salesforce has made significant efforts to improve the accessibility of its platform, a full set of tools is still necessary for it to function effectively as a development platform. This includes things like:

  • Controlling the versions
  • a trail of audits
  • Recovering data
  • Automated testing
  • Archiving of data
  • plus a lot more

Using additional tools to account for these gaps in the platform is the best approach to assure optimal use of Salesforce Apex’s potential.

How to be a Salesforce Consultant?

salesforce consultant

Being a person who has been with the Salesforce environment for more than 10 years, I always dreamt of being a consultant. The opportunity to work on numerous Salesforce implementations for varied clients in a wide ranging business verticals allured me a lot. I really enjoyed the process of understanding how companies perform their business.

As a Salesforce customer, I was associated with various kinds of consultants, some were very good and others not very good. However, what I always marveled at was the depth and breadth of their Salesforce knowledge.

Understanding Salesforce from scratch

I began my association with Salesforce in 2008 when my VP of Marketing told me to find the team for new CRM. I assessed various products and zeroed in on Salesforce as the required solution. I swiftly got to know that the potency of the tool lay in the platform and the capability to create new functionality that wasn’t very innovative. To put it simply, I got convinced fully that I should forgo AVP title for pursuing Salesforce full time.

One Salesforce Administrator post resulted in another and then finally I ended up being in charge of all Salesforce products for a pan Indian, privately held company with numerous business units under a shade. My task was to work with these business units to learn their individual business requirements and then devise a tailored Salesforce solution for their group in a manner that also integrated their data with all of the other business units within the company. Consulting was a tough task and when the time was ripe to take my next step, I felt I was game for the change.

Willing to describe my journey

When I began my quest for the ideal Salesforce consulting shop, I spoke to a few different firms that I thought was a perfect fit for my requirement. As I talked to several prospective recruiters one sentiment cropped up inside my mind. It seemed that only those who were consultants previously were meant to be consultants. I mean it was the usual problem of not being able to gain experience till you already have experience.

Eventually, I lended up as a Solution Architect at a reputed entity — but it was not a cakewalk. So, if you experience similar kind of feeling and want to get into consulting, here are some valuable resume and interview tips:

Speak regarding your internal clients: Simply for the reason that the product owners or subject matter experts that you associate with are working in the same company as you, does not imply they are not your clients. You get additional points for speaking about tough as nails clients and the way you handled them.

Highlight your work with regard to projects: Salesforce is a continuously growing product and it might come across like one giant body of work, however, try to dissect those features that were made into individual projects and speak regarding the problems and successes that you achieved during those projects.

Speak about certain business woes: We very well understand that the Salesforce is an amazing tool but where it actually shines is in its capacity to simultaneously handle puzzling business issues and make the lives of end-users very convenient, so showcase those stories.

Highlight the numbers: You can speak about the amount of time saved by your Salesforce solutions or a certain dollar rate of new business wound up as a result of improved workflow. This explains lucidly why your solutions got a genuine ROI.

I am of the belief that these tips will help you get your next or maybe first Salesforce consultant. I am working as a Solution Architect with Winklix for a little more than a year now and it is a call I am really proud of. All the best.

Thanks ,


Salesforce Consultant