Tuesday, November 15, 2016


            Salesforce standard quote helps to generate simple quote documents for normal sales process.  The product price, quantity & discount are entering while preparing quote line items.  The discounts are calculated at line item level and summed up in the quote level. Also there are options to add shipping cost and tax amounts at quote level.  

Let’s consider some situations like:
  1. The discount needs to be calculated for the total amount at quote level.
  2. The tax needs to be calculated based on percentages.  
  3. The discount needs to be calculated based on the quantity.
  4. The selling price & discounts needs to be calculated based on subscription model (monthly / yearly)
  5. The selling price & discounts are calculated for bulk products.
  6. Calculate the prices based on territories.
  7. Calculate partner discounts & distributor discounts in percentages.  

The standard Salesforce quote has no options to do above functionalities. The sales person has to manually calculate the discounts & taxes and he has to enter the same in Salesforce for generating an expected quote.

Here comes the role of CPQ (Configure Price Quote). The CPQ has the functionality to configure different product options, price structure, discount structure, tax structure and other different flow of selling process.  It is an application, where anyone can easily configure the products, subscriptions, prices, discounts, quote templates, contacts etc. 

Thursday, June 9, 2016

SSO on Salesforce Community to Login with Any Salesforce User

Just like the success.salesforce.com, we can make our Salesforce community portals can be logined by any Salesforce user from any Salesforce org. To enable this Single Sign On, follow below steps:

1. Create the community

          a. Go to Setup, search 'Communities' in Quick find, choose 'All Communities' and click on  'New community' button.

      b. Choose a community template (Here we can choose the Napili template) and enter the community name, the URL and click 'Create Community' button

      Now navigate to 'Community Management Page' for further settings.

 2. Set up Community.

        a. Profile settings  
           From the Community Management Page, go to 'Administration' and select Members, choose the appropriate portal profile and save the settings. Here we can choose 'Customer Community Login User profile'.

3. Single Sign On setup

       a. From  the Community Management Page, go to 'Administration' and select  'Login & Registration'

On the Login Section click on 'Auth Providers' as shown.


    b. From the Auth. Providers setup page create New Auth provider.


  c. Select the provider type as 'Salesforce' and Save.

d. Enter a name for the Auth. Provider (Eg: AllSF as below).  And click on 'Automatically create a registration handler template' to generate a new registration handler.

e. Select an user with admin privileges for executing the registration handler class,  leave other fields blank and save the changes.  

Now we can see the Auth Provider settings details. From there go to the registration handle class (Here it is AutocreatedRegHandler1465466784028).

 We have to do some changes in apex code for Registration Handler class as on below steps. 

f. Replace line no: 12 with 'return true'. 

g. For line no: 34,  we have to select a community profile for user creation. Use the same profile that we have setup in Step 2.  So change the query condition with profile name as  'Customer Community Login User' and save the class. 

h. Create an account in Salesforce with same name as in line 23. ie,  'Acme'.  Don't forget to select a role for this account owner, since its mandatory for SSO.


4. Configure Auth provider for Community

       Again go to Community Management Page, go to 'Administration' and select 'Login & Registration' and do the below changes.

a. On the Login section, we can see the Auth provider that we have already created in Step 3. Check on the Auth provider (here it is AllSF). 

b. On the Logout section add login.salesforce.com as logout page if needed. 

c. On the Registration section check on 'Allow external users to self-register', select the community profile and the account that we have created in previous steps and save the changes.

5. Activate the Community

       Go to 'Community Management Page', go to 'Administration' and select 'Settings' and Activate the community.


Here it rocks, the community is ready to login with any Salesforce user credentials.

Friday, January 8, 2016

Salesforce Spring 16 Release

Salesforce Spring 16

     With the spring 16 release, we can go faster than ever before with the customer success platform. In spring 16 release, their over a hundred and seventy-five new and improved features. Let's go through the most exiting features.

Offline for mobile

The sales cloud has new "Offline for mobile" for Salesforce1, which helps sales reps be more productive on the go no-matter where they are, when they are working or who they are talking to. The offline capability means that they have the right information that they need about their customers and prospects at their fingertips. By cashing their recent records, sales reps can access and edit information even if they don't have the internet access. When that signal comes back-on they can seamlessly have their records sync and keep everyone on the same page. So now sales reps can truly access their business data anywhere and anytime.

Salesforce IQ for small businesses

Small businesses can get set up it in minutes just by connecting their Gmail or Microsoft Exchange email. Salesforce automatically create contacts and pulling activities associated with your deals. The intelligence fields allow you to identify which opportunities need your attention. By adding the intelligent fields, we can see the deals that in touch with. Also the Salesforce IQ brings the CRM data to the inbox.The opportunity data is available and editable from the Inbox.

Work orders for field service

The Service Cloud is the laying foundation for field service support. When a support cases is created the call center has a complete view of the life cycle of a product & they can quickly create a work order task. The work order is then automatically added to the field technician for seamless field service support. 

Predictive journeys

The cloud marketers can apply data science to their customers-own behavior to gain a better understanding of each individual in deeper level. For Eg: in predictive email, we can see underlying predictive scoring models and dashboards. Marketers can score their customers by likelihood open, click, the unsubscribe from e-mail or make a purchase.

Heroku enterprise

It gives us the flexibility to build applications in any programming language and easily scale them to millions of customers. With new features like private spaces and selectable regions, we can now create dedicated network and isolated app environments which gives the privacy, performance and power. And we can deploy the apps in any location that we select.  Also free the developers with open languages and technologies, they want to innovate with enterprise trust and security. 

Wave analytics for communities 

This native integration brings the power of wave analytics cloud to communicate cloud, allowing us to extend a whole new world of data-driven decisions to our partners. We can simply share the same level of information to the team to increase our partner's productivity with personalized dashboards now embedded in community pages. Also we can drive data driven conversations with self service analytics for every community member right from where they collaborate.

Chatter lightning components for the community templates

It make us the quick and easy to add the four chatter collaboration to a community.
Individual lightning components features such as the feed, publisher and groups are completely customizable and easy to integrated with the community. For Eg: we can add a chatter publisher in feed to the user profile page, by simply dragging the component to the portion of the page where we want to enable the functionality.