Building Angular Applications on Salesforce

In this post, I am going to share the information about salesforce integration and how you can use AngularJS with Visualforce to display records onto your Visualforce Page.

Introduction Of Angular Js:-

  • AngularJS is a structural framework for dynamic web apps. Angular is a Google-produced MVC framework where you can generate web applications and maintain them.
  • AngularJS is what HTML would have been, had it been designed for applications. AngularJS allows the easy development of Visualforce pages.
  • If you need to display Salesforce data to people other than those that have Salesforce accounts, Visualforce pages is the best way to go.
  • For developers creating Visualforce apps is way easier than creating ad-hoc third-party web apps that call upon Salesforce data.
  • JS remoting allowed you to access server-side apex controller methods through JS directly
  • Along with Remote Objects, this allowed more flexibility and dynamic usage of Visualforce pages resulting in even greater adoption of the tool.
  • JavaScript remoting gave you the ability to access server-side apex controller methods via JS directly, so this enhanced the flexibility and dynamic usage of Visualforce pages resulting in the higher adoption of the tool.
  • When building a third-party framework web application in Salesforce, there are three ways to communicate with Apex:
  1. Web Services
  2. Rest API
  3. Remote Action

AngularJS directives attributes :-

  • The ng-app directive initializes an AngularJS application.
  • The ng-init directive initializes application data.
  • The ng-model directive binds the value of HTML controls (input, select, textarea) to application data.
  • The ng-repeat directive repeats an HTML element.
  • The ng-bind Sets the text of a DOM element to the value of an expression
  • The ng-controller it is used to call the controller of the module.

Learn more Angularjs, Please read this link
https://www.w3schools.com/angular/angular_directives.asp

Reasons to Choose AngularJS :-

Quick Started: – All you need to do is add some attributes to your HTML, and you can have your first, small Angular app in a matter of a few minutes.

Time-Saving: – AngularJS will take over and perform the rest of the functions for you. It saves you of the trouble of writing another code to bind the MVC components together again.

AngularJS Advantages:-

  • MVC architecture
  • Two-way data binding
  • Open-source JavaScript framework, developed by Google
  • Write less do more
  • Quite a number of ways to do same thins
  • Modify DOM directly

AngularJS Disadvantages:-

  • Limitation in watchers(not more than 2000)
  • Not build for mobile devices
  • Two-way binding checks all the variables twice for updating which makes the UI slow
  • Multiple ways to do the same thing, it is very hard for a developer to tell which is the best way.

What would need to generate Visualforce page with Angularjs:-

  1. Apex Class
  2. Static resource (store JavaScript Application)
  3. Visualforce Page Or Lightning Component (Load Js App)

Code structure: –
Now we can write a small example of Angularjs with Visualforce page. First of all, we can create an apex class with remote action method.

Global class sampleClassOfAngularjs {
@RemoteAction
Global static List accountList() {
Return json.serialize([select Id,Name from Account]);
}
}

@RemoteAction:-
Remote action function in salesforce allows user to access any method from any class through javasrcipt methods, and get the result as a javascript object for further manipulation.

Global static:-

The method must be Static and either Global and Public.

<apex:page showHeader = “false” controller = “sampleClassOfAngularjs” >

<head>

<meta charset=”utf-8″/>

<meta name=”viewport” content=”width=device-width, initial-scale=1″/>

<link rel=”stylesheet” href=”https://maxcdn.bootstrapcdn.com/bootstrap/3.3.2/css/bootstrap.min.css”/>

<script src=”https://ajax.googleapis.com/ajax/libs/angularjs/1.3.11/angular.min.js”></script>

<script>

var App = angular.module(‘myApp’, []);

App.controller(‘myctrl’,

function ($scope) {$scope.

account = {! accountList }});

</script>

</head>

<body ng-app=”myApp” class=”container”

ng-controller=”myctrl”>

<table class=”table table-bordered”>

<tr>

<th>Name</th>

<th>Industry</th>

<th>Website</th>
</tr>

<tr ng-repeat=” account in Accouts| filter:query”>

<td>{{ account.Name}}</td>

<td>{{ account.Industry}}</td>

<td>{{ account. Website}}</td>

</tr>

</table>

</body>

</apex:page>

controller = “sampleClassOfAngularjs” :-Put your controller name into controller attribute.

angular.module :- A module is created by using the AngularJS function angular.module. The “myApp” parameter refers to an HTML element in which the application will run.

App.controller :- Add your controller in app.controller.

Conclusion :-

I hope the above is helpful to someone. Next up is to try to create some application that makes use of this Angular + VF Remoting technique. In this article, I showed how you could build a third-party JavaScript application. How to communicate data between your application and Apex.

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getoncrm September 26, 2019 0 Comments

Top 5 reasons why you should switch to Salesforce Lightning

Salesforce Lightning is the latest version update that is available in the Salesforce domain and User Interface. The underlying idea of introducing Salesforce Lightning is to speed up the entire CRM process. With Salesforce Lighting you can administer your business faster by creating robust, customized Salesforce Lightning apps that your employees, as well as the customers, would love. Many companies who have been using the Salesforce lightning framework says that they can easily improve the total productivity and reduce average hours of weekly per employee around 10 hours. Salesforce users can sell more product in easy manner and provide service in a more customized manner.

1)  Scale your Profits with a fully optimized mobile experience

Lightning was a planned endeavour of Salesforce starting from its earliest stage with a mobile-optimized upgraded UI. Its structure was first created for the Salesforce1 Mobile App and framed the premise of Salesforce’s reimagined dashboard experience. This means mobile users can really maintain their business from anyplace, any time — even when they are disconnected and then sync whenever they get connected again. From deals examination to handling field service, it’s all there readily available at your fingertips.

2)  The Dynamic Lightning App Builder Features

One of the most crucial attributes of Lightning is, as the name suggests, its lightning speed of functioning that does not, in any way, hamper the performance of the applications built on it. The Salesforce Lightning platform offers users with an absolutely unique feature, ‘Salesforce Lightning Components’. With the assistance of Salesforce Lightning Components, applications can be built in a very small frame of time with utmost efficiency. Building an application with components encourages parallel outlining and enhancing the general improvement in productivity. This feature lets the developer couple one component with the other which eliminates the use of code and saves an ample amount of time and automates the entire process. The base of the web app or mobile app can be constructed with the help of Lightning Components and later on customized as per the convenience of the businesses/clients.

3)  Lightning Voice

Speaking of new features, Lightning Voice for Salesforce is a game-changer for salespeople. It connects them to customers and prospects faster than ever by enabling voice calls directly within Sales Cloud. This means wherever you are using Salesforce, including on your mobile device, you can make and receive calls in context, while taking notes and logging these calls at the same time. You can even choose a number that’s local to your territory.

4)  Lightning for Outlook

Salesforce and Microsoft have developed a strategic partnership which brings on the world’s #1 CRM and the world’s leading productivity suite together. Presently you can get to Lightning from your Outlook, without hopping between programs. The 100% cloud-based Lightning Sync likewise keeps your contacts and timetable up and coming across your Salesforce silo and your Office 365 and Microsoft Exchange accounts.

5) Incorporates Amazing Selling Features

The new Lightning experience offers access to 55 new Sales Cloud pages and more than 150 amazing features to enhance the capability and productivity of any given business. Features like quarterly performance charts, workspace management, custom-made dashboards, and others help your business to regain success with accurate data.

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getoncrm September 16, 2019 0 Comments

Top CRM tools for your Business in 2019

As we all know CRM provides great functionality and benefits for business. Here are top CRM tools that is best for business.

1. Salesforce

Salesforce CRM is one of the world’s leading cloud-based CRM tool/software which provides creative CRM solutions that can be effectively used for all the business requirement companies from high scale enterprises to small start-ups.

Salesforce CRM is based on cloud, scalable and in turn very easy to use too. Customizable and provides a platform for growth and upgrades. Supports mobile and integration.

Salesforce CRM helps to understand customer requirements, it indicates new ways to help, solves issues faster and provides a quick and clean deployment. With just a single view, we can do the selling, serving and marketing like anything.

2. Insightly

Insightly is a SaaS-based CRM solution targeted at small and mid-sized businesses. Over 1.5 million users worldwide build relationships, generate quotes, accelerate sales, and deliver projects. Insightly offers Gmail and Outlook plugins, and tools to facilitate integrations with any other system.

Businesses use Insightly for relationship linking, contact management, email tracking, lead management, opportunity management, quote generation, workflow automation, project management, advanced reporting, and call management. A mobile CRM app is also available with business card scanning and audio notes.

3. Zoho

Zoho is a web-based online office suite containing word processing, spreadsheets, presentations, databases, note-taking, wikis, web conferencing, customer relationship management, project management, invoicing, and other applications developed by Zoho.

ZOHO mainly focuses on customer contact management, pipeline management, and lead sales department. It has proven beneficial for all the small, medium and large-scale organizations.

4. HubSpot

In today’s competitive market, HubSpot is one of the famous and most commonly used CRM tool. It has created a great impact on its Clients with its powerful mechanism and capabilities. It is free to a huge extent and this attracts most of the Clients.

HubSpot’s simple platform allows Clients to start quickly without even changing much. It is simple and fast and has most of the features that the other CRM’s possess. HubSpot in no doubt provides the best integration CRM environment which the other CRM tools do not provide for free. It is flexible and powerful software.

5. SugarCRM

In today’s market, SugarCRM is one of the rising customer management tools that serves thousands of companies which require good management for sales and marketing.

SugarCRM is quite impressive with a variety of communication option that it provides with a decent and affordable price. It also gives the flexibility to its Client for choosing the deployment method.

6. SAP CRM

SAP CRM is one of the famous Customer Relation platforms that is developed to support improved working capabilities and also provides you with a very good customer interaction experience for better business growth.

SAP CRM allows deploying the application either in the cloud or on-premise depending on the customer requirement. It plays a vital role in boosting customer engagement, sales, and marketing. It automates and integrates all the customer-facing activities.

7. Nimble CRM

Nimble is a famous CRM software that was developed for the professionals and organization to establish a better client-customer relationship in the multi-environment and crowded world.

It provides a fast and quick approach for monitoring, engaging and increasing business relationships. It helps to combine communications, customers into a single platform for simple understanding.

8. Oracle CRM

Oracle CRM is one of the renowned and trusted CRM tool in today’s market among all the customers. Oracle CRM gives you a complete, Integrated and Extensible Application suite for modern customer experience.

Oracle CRM provides you reliable solutions for Marketing, Sales, Commerce, Social Platforms, Service and CPQ. It is robust and has a variety of deployment models. It helps to create good and healthy relationships with the customers.

9. Microsoft Dynamics CRM

Microsoft Dynamics CRM is a popular and strong CRM software. It helps to streamline the processes and increases profit in sales, marketing and service divisions.

It helps to create a strong bond with the customers thereby satisfying their expectations and requirements. It keeps centralized information of the customer and automates interactions. It is a server-client software.

10. Pipedrive CRM

PIPEDRIVE is a very popular Customer Relation Management tool which was built for minimum input and maximum output.

The sole purpose of PIPEDRIVE is to make salespeople unstoppable. It helps to organize your business in such a manner that gives you a superb view of sales and thereby increases productivity. With PIPEDRIVE, we can improve all the workflows.

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getoncrm September 12, 2019 0 Comments

Top 5 Reasons to Migrate Your CRM to Salesforce Lightning

It is essential for any businesses to move from outdated software development tools to the latest ones to increase productivity and ROI. With intuitive services and tools to automate the business processes with the feature of external application integration, the Salesforce Lightning platform is robust and new-age CRM technology. If your Salesforce development team is still using Salesforce classic to complete your business projects, then Salesforce Lightning is a new platform can assist you to take your business to the new level.

⇒ In CRM world why we are using Salesforce CRM?

1. Personalization

There is a wide range of report widgets that allow you to analyze the performance of the business from different angles. Salesforce enables rapid customization for most business processes and for different industries. Solution in the cloud With Salesforce, you can take your business wherever you are, like in the cloud. As a result, businesses need fewer resources at the office to do business. Every employee can access CRM from all over the world and contribute to overall productivity.

2. Less Dependencies More Compatibility

It does not matter which browser your company uses (or which employee works remotely). Internet Explorer, Chrome or Opera, Salesforce has its CRM compatible with all major browsers.

3. No software’s (Quick Start)

You do not need to install software. There is also no material required. Salesforce gives you the unique opportunity to manage your business in a matter of days. Cloud localization provides real-time access to data and increases business efficiency by minimizing response times.

4. Very simple to manage

An intelligible navigation bar is placed at the top of the window. All tabs are divided into several categories, such as Home, Accounts, Contacts, Potential Customers, Opportunities, Campaigns, Forecasts, and more. As a result, it reduces the cost of using CRM by resuming staff training.

5. Business Automation

Salesforce CRM allows you to manage more efficient businesses. Sales managers can closely monitor the “purchase funnel”, analyze it in detail and adjust the sales strategy based on the information received.

6. Effective management

You can follow the activities of your staff. Tasks, past calls, sent emails … you can easily gather all activities and get a clear multidimensional picture of your progress, status of scheduled and completed tasks, as well as share information with the respective employees.

7. Collaboration using Chatter

This makes social media functionality Chatter very easy to use, which can help businesses find collaboration. The appearance of popular social networks makes it very familiar and easy for users to understand. Features such as news viewing, status updates, link sharing, and file download are available directly from the panel.

And many more…

⇒ Now the Customer wants these all But what are the Facts that he likes the Salesforce in daily use?

  • Good GUI with Quicker development.

→ Lightning Components framework are the reusable Components.
→ By using Lightning App Builder and Lightning Components framework you can develop faster and                  visually appealing applications.

  • Built In components without code.

→ If you don’t have Coding skills, still you can build apps and UIs using these reusable Drag and drop                  lightning components.

  • Home page as sales User

It’s made up of components which can be Most Important for sales people.
→ Quarterly Performance for sales users How many closed? How many are 70 percent closed? And wha             is the goal?

→ What leads are assigned me today?
→ What opportunity i need to pay attention?
→ Any New leads assigned me today, overdue opportunities which have closed date in past, opportunity           with no next step task assigned or no activity at all for 30 days.
→ You can directly create new task, meeting which will be so easy for the sales user to keep user on track.
→ Today’s task is so intuitive the focus is what things to be done and if done update the status as done.

  • Layout of record Pages

→ Layout for Standard salesforce objects like contact, account, opportunity are Focused on action.
→ Activity Time lines which is better to understand the Contact’s activity, you can derive what I do next            to keep potential deals moving. What already have been done by me or other in account team?
→ Put your related records as components will add functionality to give user a time saving efforts on                  their task in Salesforce.

  • Sales Paths and kanban views

→ It gives you navigation on opportunity stages on Opportunity Detail page. Which clearly says that                   Opportunity stage is this and it will be moving forward?
→ For the path of opportunity you can define what fields should be used?
→ Kanban Views will help you to visualize all your deliverables in one space on whiteboard.

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getoncrm August 26, 2019 0 Comments

What is Salesforce Community Cloud? Features and Benefits of Salesforce Community Cloud

What is Salesforce Community Cloud?

  • Salesforce Community Cloud is an online social platform for companies to create branded sites connecting customers, employees, and partners with each other.
  • It provides them the records and data they need to accomplish their work efficiently.
  • By streamlining your key business operations and extending them across departments and offices, everyone who is part of your business ecosystem can execute his or her work in real time, support customers more effectively, and close deals faster.
  • Salesforce Cloud Community is highly flexible for any business demand and use case.
  • You can leverage your CRM data by directly connecting with your community or any third-party system.
  • Overall, the online community software gives your company the ability to build customized and branded communities for a seamless enterprise collaboration and streamlined business processes.

Salesforce Community Cloud Benefits: There are various benefits

  • Community Creation
    • Salesforce Community Cloud serves as an interactive extension of your brand through its easy-to-use environment. It enables you to customize the solution matching your brand for your online community experience. Integration with business data from any system centralizes customers, workers, and partners to get their work done.
  • Community Experience
    • Automatic recommendations according to individual needs, behaviors, and interests connect groups, content, and experts for deeper community participation. You can access the community anywhere using the Salesforce mobile app or any mobile browser for delivering branded, device-responsive collaboration.
  • Rich, Self-Service Experience for Customers
    • Easy access to FAQs and articles empowers customers to find solutions independently and frees agents to work on more crucial tasks. Community Cloud gives you an overview of your agents on who’s more active and they can also endorse each other based on expertise and skills. Other features include case escalation, e-commerce and community engagement.
  • Accelerate Sales Channels for Partners
    • Directly connecting partners, distributors, and resellers help you drive sales. It streamlines sharing of records, leads and contacts, integrating with third-party systems, and avoiding channel conflicts. You can immediately take action in lead conversion and marketing funds approval right in the feed. It also has data sharing and dashboards and reports to ensure alignment of goals.
  • Drive Employee Productivity and Engagement
    • Teams can be grouped according to events, campaigns, or projects to access relevant information with structure. By syncing files into a centralized location, your employees can easily access the right files they need in a context that’s embedded with your core business processes. Through Chatter, collaboration is empowered for fostering an innovating workplace and contributing ideas.
  • Salesforce Community Cloud Features
    • Business Integration
    • Personalization
    • Customization
    • Branded Community
    • Mobile Optimization
    • Case Escalation
    • Knowledge Base and Q&A
    • E-commerce
    • Sales Force Automation
    • Personal Member Scoring
    • Data Sharing
    • Dashboards and Reports
    • File sharing
    • Community Groups
    • Topics Pages
    • Feed Actions
    • Community Management
    • Chatter Collaboration

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getoncrm August 8, 2019 0 Comments

What is Salesforce CPQ? The basics of Salesforce CPQ

  • Salesforce extended Configure, Price and Quote (CPQ) to the Service Cloud Lightning, enabling
    companies to provide a smooth buying experience to their clients which enhances the
    company’s power to close deals swiftly
  • For any B2B enterprise, CPQ (Configure-Price-Quote) is a critical step that reflects the revenue
    stage of your sales journey. Salesforce has constantly evolved towards installing a 360-degree
    view of the customer.
  • Implementation Services :-

Implementing Salesforce Billing requires sophisticated expertise and a thorough knowledge of quote-to-cash processes. Simplus is one of a handful of approved implementation partners, so you can trust us to get Salesforce Billing up and running right the first time.

  • Managed Services :-

In today’s highly competitive marketplace, the top businesses are constantly evolving. But as your company adapts and changes, who’s maintaining your Salesforce CPQ instance? See how Simplus can save your organization time and resources.

  • Custom Configuration :-

One of the greatest strengths of the Salesforce platform is the ability to configure it for your unique business needs. The certified developers and consultants at Simplus can help automate tedious manual processes, integrate with various platforms and more.

Introduction :-
1)You can create Quotes, Products, Bundles, Configuration, Pricing, Discounting, Price Rules, Contracts, Quote Templates, Localization and Multicurrency and etc.
⇒ First you Install packages

  • SteelBrick CPQ current release version package
  • SteelBrick Advanced Approvals
  • SteelBrick DocuSign Integration

⇒ Create Quote

  • Create an Account and Contact
  • Create an Opportunity
  • Create a Quote (and review Quote Details section)
  • Add Products to the Quote (and review Line Editor)


⇒ Create Quote Template
There are five main steps to creating a functional quote template

1. Creating a Quote Template
2. Storing your logo in Documents
3. Creating Template Content
4. Creating Template Sections
5. Creating Line Columns

⇒ First you can create Template Content like custom, HTML, Text, Line Item etc type.

⇒Then after you can create Quote template and configure Section in related list of Quote template and set display order, section name, content, watermark, document logo and etc.

⇒You can set Line column in quote template related list. Also set this column is display condition viz, display order, styles when generate document.

⇒ When you want to generate product family wiz product table

  • Go to QTY column
  • Set SUM value in Summary Function field and Sub Group value in Summary Level field, so you can generate product family viz product table

After all this things, When click on the “Generate Document” on the quote object and selection the quote template which is created previously. So you can generate quote document as per you want.

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getoncrm July 26, 2019 0 Comments

Integration of Salesforce With Dialogflow to Build Action For Google Home Assistant

Prerequisites :-
1.Google dialogflow account
2.npm
3.ngrok.exe
This tutorial shows you how to do Salesforce Integration with dialogflow to build a simple Dialog flow agent, walking you through the most important features of Dialog flow. You’ll learn how to:

  • Create a Dialogflow account and your first Dialogflow agent, which lets you define a natural language understanding model.
  • Extract parameters with entities, which let you define how data is extracted from user utterances. Entities let you categorize important parts of user utterances. This lets you extract data that matches a category instead of a specific utterance, giving you more flexibility.
  • Manage states with contexts, which lets you persist conversation state across turns of a conversation.
  • Integrate with the Google Assistant, which lets you deploy your Dialogflow agent as actions that users can invoke through the Assistant

Create your Dialogflow account
Now that you’re signed into your Google account, you can sign into Dialogflow by following these steps:
1. Click the Google login button.

2.Create your first Dialogflow agent

  • Click Create agent in the left menu.
  • Enter your agent’s name, default language, and default time zone, then click the Create button.

3. Create Intents

From Intent Tab create Multiple Phrases for single question

  • For the Intent From Fulfilment it’s required to use this intent for the web hook.
  • Also We can add the text response related to phrases.

4. Create Entities in Dial flow

There are some standard entities available in dialogflow but if we want to create new entity then go with the entity tab and create entity and also add the synonyms for the entity.
5. Create Fulfilment for Google Action.

Here Two different types for call Fulfilment

1.Web HookIn Webhook we have to set URL for authentication through ngrok call a node.js code for call a rest services From
SalesforceInstead of ngrok we can create a heroku application for call node.js code for call rest services from Salesforce
2.Inline Editor(Powered by Cloud Functions for Firebase)In inline editor we can can direct use index.js and package.json

6. Integrations for Google Action.

From Google Assistant test the the application go with test and it’s redirect on the Google action page from dialog flow.
Here you can see the output get from Salesforce records.

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getoncrm July 26, 2019 0 Comments