Salesforce Lightning Scheduler – an Introduction

In this article we are giving an overview of Salesforce.com Lightning Scheduler. We will discussing its features, its pros and cons and its differences with Field service Lightning.

Salesforce Lightning Scheduler
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Dhruvsoft Team Celebrates Christmas & New Year 2019

Dhruvsoft Team Celebrated Christmas & New Year 2019. All the employees and associates at enthusiastically participated in the X-mas and New Year Celebrations. Several of our customers from India and abroad have wished us on this occasion.

“We will open the book. Its pages are blank. We are going to put words on them ourselves. The book is called Opportunity and its first chapter is New Year’s Day.”

― Edith Lovejoy Pierce

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Dhruvsoft Team Celebrates Independence Day

Dhruvsoft Team Celebrated 72nd Indian Independence Day on 15th August 2018. All the employees and associates at enthusiastically participated in the Independence Day Celebrations.

Several of our customers from India and abroad have wished us on this occasion. Employees have proudly displayed the mini flags on their desks as a mark of their respect to freedom and those who have given their lives for freedom of our nation. [Read more…]

Salesforce Custom Metadata Types for ISV apps

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

What are Salesforce.com Custom Metadata Types?

Salesforce.com 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 Salesforce.com Projects Fail – Top 5 lessons

Salesforce.com 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. Salesforce.com) and not how it was implemented. It is surprising, that despite Salesforce.com being such a flexible and exhaustive tool – we hear stories of Salesforce projects not being successful.

Why Salesforce.com 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 Salesforce.com 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 Salesforce.com Projects. [Read more…]

Salesforce.com launches – Salesforce Einstein – Artificial Intelligence (AI) in the Cloud

Salesforce.com has unveiled its offering in Artificial Intelligence (AI) space – Salesforce Einstein. With Salesforce.com 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 – Salesforce.com 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…]