Sunil K is Principal Consultant and CEO of Dhruvsoft

Sunil K is Principal Consultant and CEO of Dhruvsoft. Sunil blogs regularly on Cloud Computing and Technology.

Introduction to Salesforce Lightning Scheduler

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

Introduction to Salesforce Lightning Scheduler
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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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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…]

How to build a lean and effective CRM Consulting Practice

How to build a Lean and effective CRM Consulting PracticeIf you are in the process of setting up a new CRM consulting practice or business then this article has few takeaways for you. Having worked with some of the CRM consulting startups – helping them manage their non customer facing processes – we have come up with our recommendations for building an effective CRM consulting practice. We have helped many of our clients grow from a “Single person” consulting business and transform into a “Multi location, Multiple Consultant team” practice within a short period. [Read more…]

Evaluate if your ORG is ready for Salesforce Lightning

Salesforce Lightning LimitationsSalesforce.com Lightning User Interface has been launched two releases ago. Lightning Experience is the new modern UI of Salesforce.com with some new features that are only available in Lightning. Many of the items that were not available in initial release are now available. However there are still some feature that are not available in Lightning UI and may pose a speed-breaker if your company is considering moving to the Lightning User Interface. This post is targeted for Salesforce.com administrators and may contain some technical terms that an end user may find difficult to understand. [Read more…]

What to consider before submitting your app for Salesforce.com Security Review

Salesforce.com Security Review PassedThis article is for you if you are a new ISV vendor or you are new to Salesforce.com Security Review process. If you are planning to submit your app for security review – here are few items that you must consider before submitting your app.

Salesforce.com Security Review is the process of assessing your application’s security before it is listed on Salesforce.com Appexchange. Appexchange is prestigious Business to Business marketplace of Salesforce.com where over 2000 apps are listed. Security review is done by Salesforce.com Security review team. Think of security review as an additional benefit – with your app getting certified for Appexchange. Security review helps companies sell to enterprises by meeting their expectations of security. [Read more…]