Salesforce Custom Metadata Types for ISV apps Custom Metadata Types are around for over 2 years. If you are a ISV and still not using Custom Metadata Types in your apps – you must consider the same.

What are Custom Metadata Types? Custom Metadata Types are similar to custom settings (sometimes confused with them) – but they store the custom metadata instead of data. The advantage is that you can deploy them to production from a sandbox using change sets or as an ISV you can package them with your product.

Salesforce Custom Metadata Types

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Zoho Desk – Five most underused features

Zoho Desk users use Tickets, Customers, Knowledge Base (KB) and Tasks to serve the their basic requirement. In addition to the common features that are used frequently – here are five most underused features of Zoho Desk.

Zoho Desk can be used more effectively by using the following features.

Zoho Desk - Five Most Underused Features

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Tips for Getting Best out of Dreamforce for Attendees

Tips for getting best out of DreamforceHere are some of the tips to get best out of Dreamforce. Dreamforce is one of the most attended events in IT industry. Dreamforce offers the right mixture of learning as well as fun.

In this post we will be presenting some of the tips that will help you – best utilize the four amazing days of Dreamforce.  [Read more…]

Must Do – Must See at Dreamforce 2017

Dreamforce Must See, Must DoDreamforce is 8 days away! Wow! Just 8 more days and fun begins. If you are a first time Dreamforce visitor you will be (or may already be) overwhelmed by the shear volume of information, sessions, people, activities and more. Even in my first Dreamforce – which was one fourth of what it is this year – I was lost. Based on my experience in previous years of Dreamforce, I have compiled a list of 7 must do, must see items in this years Dreamforce – 2017. [Read more…]

Why you need CRM Implementation / Customization Services from a CRM consultant?

As a CRM customer you can use the CRM package without customizing it as most of the packages come with full out of box functionality. This out of box functionality may meet most of your needs – but you can achieve much more if you go for implementation and customization services from consultants.

Why you need CRM Implementation or Customization?

In this article we discuss the few reasons why you should go for implementation / customization:

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Why Projects Fail – Top 5 lessons Projects can fail! Yes, irrespective of whether, they are small simple projects or large complex Salesforce CRM projects – they can fail if precautionary measures are not taken before and during implementation. Invariably we blame system (i.e. and not how it was implemented. It is surprising, that despite being such a flexible and exhaustive tool – we hear stories of Salesforce projects not being successful.

Why projects Fail

At Dhruvsoft we had privilage of working with several clients, where we not only helped them nail the reasons for failure of their projects; we also helped them turn around. Based on our experience with such projects, in this post we have identified Top 5 reasons for failure of Projects. [Read more…] launches – Salesforce Einstein – Artificial Intelligence (AI) in the Cloud has unveiled its offering in Artificial Intelligence (AI) space – Salesforce Einstein. With Einstein – Salesforce adds remarkable AI features to its flagship products – Sales Cloud, Service Cloud and Marketing Cloud. The best part is Salesforce Einstein can be used by anyone in the organization as platform is customizable using both code or clicks.

In a world of interconnected things  – PCs, Mobiles, cars, refrigerators, aircraft engines – offered Internet of Things (IoT) Cloud in last year’s Dreamforce. With IoT resulting in vast amount of data – Artificial Intelligence (AI) is the natural extension of Salesforce platform. [Read more…]

CTI Integration of Zoho CRM with Elastix

If your company is planning to use Zoho CRM for Call Center you can consider the Computer Telephony Integration (CTI) with Zoho CRM. In this post we are discussing a case of Zoho CRM CTI integration with Elastix Server and Synway Gateway.

CTI is desktop based functionality that helps the users to interact with customers more efficiently by integrating telephony with software. Zoho phonebridge in Zoho CRM is used to integrate telephones with computer. [Read more…]

Zoho CRM for Sales – 5 ways to achieve success

Zoho CRM SuccessIf you are a salesperson using Zoho CRM – here are five ways to achieve success with Zoho CRM. Salesperson in every organisation have certain challenges in their daily work.The organizations prefer to use Zoho CRM (A cloud based application) to solve the challenges faced by the salesperson. Zoho CRM helps the Salesperson to concentrate on closing the deal by increasing their productivity rather than involving the salesperson in time consuming activities.

Here are our top 5 picks for end users to achieve success with Zoho CRM: [Read more…] Summer 16 – Service Cloud New Features Service Cloud New in Summer 16The New Features of Service Cloud in Summer 16 include the enancements in Field Service, Console Changes, Social Customer services and some other minor changes. is now releasing most of the new improvements in Lightning version only and hence most of the new features are released only in Lightning.

Here are some of the major changes to Service Cloud in Summer 16 release:

Field Service Enhancements

Field service was released in previous version. Now additional features have been released for Field Service:

  • Knowledge articles can be added to Work Orders
  • Field Service Lightning is now GA. In this a dynamic scheduling console with smart scheduling capability based on technician skill level, travel time, location, and other service factors can be made
  • Milestones on Work Orders can be created which will help you link entitlements to work orders. (Available only in Lightning Experience)
  • Work Order Hierarchy can be created

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