Salesforce is a CRM software vendor that uses SaaS (Software as a Service). It enables companies to connect with customers, partners, and other enterprises. Customers are at the center of every business, and Salesforce makes it easier for businesses to communicate with existing customers and acquire new ones. Salesforce assists businesses in keeping track of consumers, gaining insights from data, and handling customer service and complaints. Salesforce?s purpose is to keep a close relationship between the customer and the firm. Salesforce allows users to keep track of contacts, generate reports, manage E-Commerce firms, and participate in social engagement.

Introduction to Slack

Slack is a Team Collaboration messaging platform designed to enhance real-time communication among team members. The software, like other instant messaging apps, provides users with Chat Rooms, Private Chat, and Direct Message options. Slack is compatible with a wide range of apps thanks to its high-performance API.

Slack messages are gradually replacing emails in many teams nowadays. As Slack is a better option to bulk emails and SMS, this is the case. A team leader or member can just send a message on Slack once, and it will be received by all members of their team.

Understand How Slack and Salesforce Work Together

Slack and Salesforce Integration are a little different than other programs. You?ll need to install the Service Cloud for Slack on your Slack account.

To fully integrate these platforms, you?ll need to connect your Salesforce Slack accounts and assign the needed rights after you?ve installed the Apps.

Slack requires access to the Salesforce API; thus, it?ll only operate with Salesforce?s Professional, Enterprise, Unlimited, or Developer Editions.

Service Cloud for Slack

Resolve customer issues faster by collaborating alongside case and incident data, cross-functional partners. Service teams can now work smarter and faster by extending the power of Service Cloud to Slack.

Manage Service Cloud Cases and Incidents

• Spend more time problem-solving by easily searching, updating, and accessing CRM data including accounts, contact, and cases.
• Maintain context in one place by pushing a Slack message to the case or incident feed in Salesforce.
• Leverage the power of Salesforce Flow by extending service business processes to Slack.

Salesforce-Slack Integration Benefits

• Effective coordination
• Improves Productivity
• Enriches Customer Support and Interaction
• Increases business growth.

Install the Service Cloud for Slack

1. Click on More on the Slack left panel.

2. From the dropdown menu, select the Apps and click it.

3. Select the Service Cloud for the Slack app and click it.

4. Click on the open in Slack and install its own workspace.

5. Installed Service Cloud for Slack app in the left panel.

Set up Slack in Salesforce

A Slack app can connect one workspace and one Salesforce org. To use Slack with multiple Salesforce instances, including a sandbox, connect each to a different Slack workspace. The first user installs a Slack app and connects it with a Slack workspace and Salesforce determines which pairing applies to other users.

Enable Slack and Service Cloud Slack app in Salesforce

1. From Setup, in the Quick Find box, enter?Slack, then select?Initial Slack Setup.
2. Read about Salesforce for Slack apps and agree to the terms and conditions.
3. Under Enable Slack Apps for Salesforce, click?Go to Service Cloud for Slack Setup.
4. Enable the Service Cloud for the Slack app, then return to the Initial Slack Setup page.
5. From Setup, in the Quick Find box, enter?Swarming and turn on Swarming.

User Permission for Slack App

1. From Setup, in the Quick Find box, enter Permission Sets, then select?Permission Sets.
2. Select the Slack Service User permission set or the one that you created.
3. Select?Manage Assignments.
4. Click?Add Assignments?and assign the permission set to user profiles that use the Service Cloud for Slack app.
5. Click?Assign.

Also, Read More Here: Step by Step Guide to Integrate Slack with Salesforce ? Part 1

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Slack is derived from Searchable Log of All Conversation and Knowledge and has been promoted as an email killer. Slack offers a number of features:

• Chat Channels for teams in public or private channels
• Voice and video call integration with screen sharing
• Direct messaging to individuals
• Integrations to over 150 apps
• API allowing automation and alerts

Some of the advantages..

• Slack, termed as the most commonly used chat platforms for businesses, which recently announced an update to their Salesforce app; the 2.0 update includes improvements under the hood for the Sales Cloud and introducing Service Cloud compatibility.
• The Salesforce app for Slack is an integration that lets users grab information from Salesforce, and surface it directly in Slack with just a few quick commands.?
• Users can view the messages in Slack when any event happens inside Salesforce.
• Helps to attain goals efficiently as the coordination among the teams help users to improve themselves by managing accounts more effectively by consuming less time.
• Customer response rate improves as productivity increases.
• Real-time engagement among employees and between customers and employees helps in better customer satisfaction ratio.
• Users can have access to Salesforce reports and Dashboards through Slack Channels.
• Users can create and edit Salesforce objects from Slack platform.

Here we will see how to integrate Salesforce into Slack?.

Integration of Salesforce with Slack

• Create an account in slack

• Now access the app that you want to install here Salesforce is taken.

• Click Add to Slack.
• Accept the conditions required for connecting Slack to your Salesforce instance.

• Click on allow in order to authorize the Salesforce org with Slack.

• Here you can see that Salesforce is successfully added to the slack account.

Integration of Slack with Salesforce

• Now you have to install the Slack app from appexchange.
• Access the link to install that. (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FnD9mUAF).
• Click on Get It Now.
• Click on Confirm and Install.
• Make sure to install for all users.

• Now select the app Slack Setup from the app launcher.
• Click on Get Started.

• Click on finish.
• Now add the custom objects and fields.

• From drop-down or activate, activate the object either by manual process or automatic process.

• Now click on Add action to the layout button.?

• Add lightning pages on page layout.

• Now open the case in Salesforce.
• Fill in the details as shown in the below image.
• Click on the Send to Slack button.

• Here you can see the case message received in Slack.

Conclusion

Salesforce and Slack Integration allow users to directly share ideas, views and files with their teams and within the organization, while automatically sharing the Salesforce object relevant to the communication. Its best feature enables users to not have to leave Salesforce to participate or get involved with the rest of the organization, thus a time-saving factor came into effect in order to achieve their goals.

The post Step by Step Guide to Integrate Slack with Salesforce – Part 1 appeared first on AwsQuality Technologies | Salesforce ISVPartner | AppExchange Partner.

Here comes Salesforce that is one such tool that helps the sales team of an organization in increasing the revenue and sales performance of an organization.?

Salesforce implementation can optimize your sales process and boost productivity and lead to not to worry about your organization?s sales performance anymore.

Also Check : Web-to-Case and Assignment Automation

Here are some of the reasons that will help to increase sales and revenue of an organization using Salesforce?..

Faster Pipeline Building: It allows sales reps. to store data and work with data on each prospect so their information is ready at every interaction. It also provides metrics related to visibility and forecasting.

If your sales team is suffering from some of the below problems?..

• Inability to route leads to the right people
• Potential clients? lack of information
• Less knowledge about prospects before calling
• Poor visibility and forecasting of future pipelines.

All these problems can be easily taken care of by Salesforce CRM in an optimized way.

Suitable customer finding: By taking the help of Salesforce you will be able to find the right customers. If you know up to some level which leads are the hottest then it will save a lot of time in getting a fruitful outcome of your investments and resources. It provides a complete overall view of leads, keeping a regular update of a record, and creating a regular follow-up routine to target the prospecting leads will further result in increased sales.

Cordial relationship with customers: Building a healthy relationship with customers leads to long-term benefits. It keeps track of your conversation with clients, hence if you take on the conversation from where you left that helps customers to feel more engaged in your business and products/services. Salesforce platform hosts email templates, sets up task reminders, and enables phone calls that will help you to connect with customers faster and easier.

Improve productivity of employees: If your organizations adopt the right technology then it makes your team comfortable from the heavy process of searching and finding the contact information and a lot of paperwork. Using Salesforce, employees can keep track of all previous records, and help to make connections based on customer preferences, and deliver better results.

Better Team Playing: Salesforce Chatter feature enables you to maintain continuous communication with your respective team members and take information like clients, territory, and other essential details. Adding more members in the chatter group can be done which results in scheduling their tasks so that more leads can be finalized and sales can be increased. With the help of this, the entire team gets updated regarding the necessary information of clients and in return, it improves the overall efficiency of the team.

Time management: It helps to set the right strategy towards work and also helps on how to allocate better resources towards work so that it could be finished in a stipulated time period. You can work according to the work calendar, and also prioritizing clients which will help in delivering all the projects in the given time period, which in return gain the trust of customers and also track the performance of employees.

Cost Efficiency: It provides you the features by which you can track the products which have the highest-selling exponential graphs, purchase history of customers, and subsequently make a decision on how to use the best available resources. The cost engaged in the overall process to close deals and implementing marketing strategy can be minimized at a large scale.

Large Product Base Support: The range of Salesforce products includes:

• Sales Cloud ? It helps to find more customers, accelerate sales productivity and close deals faster.
• Service Cloud ? It helps to support customers from anywhere and hold a seamless conversation.
• Marketing Cloud ? It includes tools to integrate marketing and sales on a single platform and to engage with clients via different channels.
• Commerce Cloud ? It helps to create a personalized shopping experience.
• Community Cloud ? It helps to build communities for employees, partners, or vendors in order to improve engagement.

AI (Artificial Intelligence) rich functionality: Artificial intelligence feature supported with Salesforce helps sales representatives/leaders in the following things?.

• Discover critical insights about customers and their preferences
• Predict best actions in order to carry forward the relationships.
• Apply automation to increase and optimized sales productivity.

Mobile Compatibility: Salesforce?s mobile capabilities help salespeople to implement their work anywhere, and anytime. Nowadays work on mobility is in high demand so that the modern sales team can not always sit in front of a desk for a long time. They should be capable of performing tasks anytime. Salesforce apps are structured with mobile capability with keeping in mind better team productivity.

A mobile CRM solution means helping and revolutionizing your business.

Better Customer Service offerings: The best product can only be good when the service is offered with a product that could be more attractive that means both before and after the sale services should be more attractive. Don?t involve in multiple marketing promotions which have targets to prospects that will in return annoy them. If the support team has immediate access to a customer?s complete history, then they can quickly provide/reply personalised messages and solutions to them, with the right resources.

The post How does Salesforce help Organizations to Increase Sales Productivity ? appeared first on AwsQuality Technologies | Salesforce ISVPartner | AppExchange Partner.

Salesforce Edge Network provides an enhanced level of user experience, consistent delivery of quality content, and improved time for downloading for users across the globe.?

It is performing this by simply redirecting the requests that you made to the closest Salesforce location where Salesforce Edge Network is deployed.?

It provides a range of services that consists of TLS (Transport Layer Security) termination, Static Caching, and TCP (Transmission Control Protocol) optimizations.?

Salesforce Edge Network continues to provide the same trusted infrastructure as Salesforce’s previous one does but also going to provide improved benefits.

What change has been made?

Salesforce Edge Network brings Salesforce Services closer to the users who are on the trusted Salesforce infrastructure.?

It makes sure that your requests are directed to the trusted Salesforce infrastructure so that it can take advantage of the caching and transport optimizations that Salesforce Edge Network provides on the dedicated high-bandwidth links between Salesforce locations.?

Caching is limited up to the content with HTTP headers that is marked as cacheable.

Also Check: Prospect Scoring and Grading in Pardot

Why has this change needed?

Nowadays business is becoming more global, and your priority users are accessing the data through Salesforce from all over the World. When a user accesses data then he/she needs to access information at a faster rate and it will be available at all times. Salesforce Edge Network delivers a consistent user experience despite being the location of a particular user.

For whom this network is for ?

Customers who have Sales and Service Cloud orgs. and who enabled My Domain can use this Salesforce Edge Network.?

Public Cloud and Salesforce Government Cloud orgs. are currently not included to move to Salesforce Edge Network.?

What preparation is needed for org to move?

Deploy a My Domain

In order to move your org totally to the Salesforce Edge Network, your organization is required to set and deploy a My Domain name. Once the rollout comes into the picture, all sandbox orgs and production orgs will come with Salesforce Edge Network enabled.

NOTE: When setting a My Domain name, please use the same My Domain name between your production org and its sandbox orgs. Salesforce does not impose to implement this naming consistency today, but it may be possible in a future release.

Allowlist Salesforce IP addresses if needed

If your corporate network settings or email security filters restrict access to IP ranges or addresses, then ensure that you must include the current ranges of Salesforce. All of the current IP ranges of Salesforce are available and you can search in the article named as What are the Salesforce IP Addresses & Domains to whitelist?

Activate some of the critical updates if needed

• Stabilize URLs that are for Visualforce, Experience Builder, Site.com Studio, and Content Files.
• Stabilize the Hostname for My Domain URLs in the Sandbox environments.

NOTE: These critical updates as of now aren?t available in all production orgs. If these critical updates aren?t being listed in your production org, then you can ignore it.

What actions need to be taken?

Salesforce end-users

In order to move to Salesforce Edge Network for end-users is totally a seamless process that means no actions are required from their side. They should keep using the same URLs in order to access the org, Salesforce Sites, or Communities.?

Administrators of Salesforce orgs:

For taking advantage of the Salesforce Edge Network, make sure that your org must be using a My Domain.

This change has already been rolled out in a phased manner that is started on July 13, 2020.

Conclusion

Organizations are moving forward to adopt the Salesforce Edge network in order to have an enhanced user experience, consistent delivery of quality content, and better download times for users from across the globe. It redirects requests to the closest Salesforce location where Salesforce Edge Network is deployed hence provides information faster and always makes it available.

The post Improve Content Delivery Speed with Salesforce Edge appeared first on AwsQuality Technologies | Salesforce ISVPartner | AppExchange Partner.

Admin will be able to synchronize Customers, Collections, Products, and orders into Salesforce CRM that will help them to track sales and growth trends.?

Advantages?

• Provides optimized Salesforce platform to manage both e-Commerce and CRM data simultaneously.
• Enhance management of e-Commerce data more efficiently and effectively.
• Syncing for Collections, Products, Customers, and Orders from Shopify to Salesforce in Real-time.
• Multiple Shopify stores can be utilized in a single Salesforce CRM.
• CRM benefits can be availed.
• Salesforce Centric configuration concept to avail hassle free environment.
• Orders and Products synchronization help to optimize inventory.
• Customers synchronization as Accounts and Contacts at Salesforce end increases the chance to convert them into opportunity.
• Interactive design add-on with the user interface at Salesforce end adding on effective data utilization and visualization.
• Centralized dashboard in Salesforce CRM helps users to handle multiple Shopify stores.
• Operational expenses minimized.

Also Check : Learn How to Integrate Salesforce and Outlook within Few Simple Steps

Steps to integrate Salesforce and shopify using third party application

Shopify Salesforce Connector is acting as a bridge between Shopify and Salesforce. It is enhancing features of e-commerce and CRM platforms.

• Create a shopify free trial account.
• Fill all the relevant information while filling the forms.
• After filling the forms you will see your store interface.
• Click on customer from left menu and create a new customer.

Creation of Store

• Click on Settings >>General
• Fill the details then your store will be created successfully.

• Now create a free trial account on OneSaas platform.
• Fill all the details while creating the account.
• Now click on connection.
• Search for shopify and connect it.
• Again search for Salesforce and connect it.
• Now your two applications are connected now.
• In the below section,activate the workflow according to your needs and requirements.

• You have options to manually sync. by clicking on the sync. button or sync will automatically run after some time interval.
• After completing the sync process you can see that record is successfully created in Salesforce CRM.

Here are the steps to integrate using REST API

• Creation of app in shopify
• Click on Apps >> Manage Private Apps.
• Click on Create new private app
• Fill the details >> click on save.
• After filling the details, your api key and password will be created successfully.

After doing all the above-mentioned things, it would be better if you create a few products, orders, and customers in your Shopify store.

• Click on Products, Orders and Customers tab present in the left panel.
• After clicking on the respective tab, fill the details and subsequently your products,orders and customers will be created.

• Click on product tab >> Click on Add Product.
• Fill all? the details like title, description, Product type,vendor,price and all relevant fields values.

• Click on Order tab >> Draft tab.
• Click on the create orders tab.
• Search for products in order to order >> Select the product >> Click on Add to order.

Things to do in Salesforce org before proceeding further are:

• First, we need to place the Shopify store URL(Example URL in the private app created in the Shopify store) in Remote Site Settings.
• Path: Setup >> Security >> Remote Site settings >> New Remote Site and paste the example URL and save it with any name of your choice.?
• Shopify connects with the trusted sites and in order to create Salesforce a trusted site for Shopify, we need to create a certificate in Salesforce which will make Salesforce a trusted site and Shopify accepts the certified request and sends the data.?
• Path: Setup >> Security >> Certificate and Key Management >> Create Self-Signed certificate >> Fill the details and save it.

• Now Create an apex class in order to fetch product details from Shopify store.
• Create a list view button (javascript button to call an apex class and respective methods).
• Click on this button to fetch the product details. Here is the screenshot below.

Conclusion

Organizations are more interested in taking ecommerce platforms to a new height. Therefore keenly interested to integrate Shopify and Salesforce. With the help of Salesforce dealing in unlimited data of e-Commerce became much easier than ever before.?

Organizations have accessibility to centralized reports and dashboard in Salesforce CRM that will help users to handle multiple Shopify stores. Teams? can go ahead to close more deals efficiently by providing value-added features like automation, lead tracking, and analytics.

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