SalesForce FAQ

SalesForce

It refers to the sales module in salesforce including leads, contacts, accounts, opportunities, reports, and dashboards. Higher education recruiting, admissions and alumni are leading uses for sales cloud.
Service cloud is geared towards call center help desk for case management. EMS Consulting has created several solutions involving case management to enhance the customer experience. In addition, wave analytics will give our customers the proper key indicators in running their business more efficiently.
MC is the console designed to effectively target key audiences through a digital experience. Marketing Cloud can be leveraged through Pardot and ExactTarget. EMS Consulting can configure a very robust marketing tool specific for every user.
WA is a new tool designed to bring self-service business intelligence for everyone which includes real time updates for analytics. EMS Consulting has configured wave analytics for healthcare higher ed and public sector markets. Wave analytics is used for service case management and to collaborate with key stakeholders.
Wave analytics does not discriminate against any data source. It is an open platform for any data including structured data to provide the business intelligence to help you maximize the efficiency of your organization.
EMS Consulting will consult with you to provide the best analytics for our sales cloud customers. We will enable you to drive sales from the point of insight from KPIs, pipeline, trend reports, and allow you to instantly collaborate within Chatter from any device.
EMS Consulting will leverage your LDAP or active directory which will be carried through your Salesforce instance. In addition, you have the ability to encrypt certain data fields to meet your internal security standards. EMS is the right SFDC partner to assist you with your Salesforce environment.
EMS Consulting has certified salesforce consultants all over the United States. Salesforce can be configured and maintained remotely. EMS will provide their Elite Managed Services to provide ongoing support for your multi-organization environment without having to hire expensive resources internally. Call EMS to discuss their Elite customer support program. (813) 496-7226
As a salesforce.com partner, our team is not just cloud experts, we’re also Salesforce experts, which means our resources have the expertise you need not only to protect your investment, but also to further improve your use of the CRM solution or applications.
EMS will advise you on how to install and configure Sales Cloud, Service cloud, Marketing Cloud and communities. Please call EMS Consulting for more information on how to get started. EMS Consulting is a Salesforce partner. (813) 496-7226
First, you must make sure you have a clear strategic vision when planning for your implementation.
To ensure a successful implementation, pick a Salesforce Partner like EMS Consulting that has a great depth of experience and qualified consultants to ensure you set Salesforce up according to best practices.
Our clients should have a dedicated SF system administrator to support the CRM system to optimize user adoption and to train internal users how to use Salesforce.
  1. Planning & Discovery and Assessment
  2. Resources: Have a dedicated Salesforce resources assigned and business analyst
  3. Define business process mapping and process improvements to implement within Salesforce
  4. Define your business metrics ahead of time
  5. Deploy a change management process
  6. Define a data mapping and data cleansing strategy prior to migration
  7. Have a Partner close by to support your system requirements after go-live
Review and define your current data requirements (mapping) and data integrity requirements.
Make sure you have a data cleansing process set within reasonable goals prior to migration.
Create a mapping document to map to the distinct fields within Salesforce.
Our clients should plan for two (2) types of training:
Systems Administrator – they should take classes and get their certification.
End user training – clients should have a solid end user training schedule ahead of time so their user adoption rate is optimal.

MuleSoft

  • Salesforce data Retrieval by building a simple HTTP application to query in a dynamic way
  • Salesforce Connectors give you the ability to synchronize data and automate business processes between salesforce.com and 3rd party ERP, billing, marketing automation, and social applications.
  • Database account Migration for large sets of accounts from salesforce to database
  • Import leads into salesforce using batch processing
  • Web Service orchestration
  • SOAP Web Service Security by applying varying levels of security to a SOAP web service
It’s a set of rules and principals for integrating numerous applications together over a bus-like infrastructure. ESB enables users to build this type of architecture, but vary in the way that they do it and the capabilities they offer.
The focus is to decouple systems from each other while allowing them to communicate in a consistent and manageable way.
One thing that sets Mule ESB apart from competing ESB offerings is that Mule does everything an ESB is expected to do: mediation, orchestration, routing, messaging, management, processing, etc. Mule isn’t “just” an ESB – it’s an integration platform that allows you to quickly create elegant, lightweight integration architectures tailored to your specific use scenario.
  1. Reason 1: Exponential Increase in Complexity
  2. Reason 2: Single Points of Failure
  3. Reason 3: No Course of Action For Emergencies
  4. Reason 4: Loss of Agility
  • Location Transparency: Centrally configure endpoints for messages so that a consumer application does not require information about a message producer in order to receive messages
  • Transformation: Convert messages into a format that is usable by the consumer application
  • Protocol Conversion: An ESB accepts messages sent in all major protocols, and converts them to the format required by the end consumer
  • Routing: The ability to determine the appropriate end consumer or consumers based on both pre-configured rules and dynamically created

Pardot

Pardot is a business-to-business (B2B) marketing automation and lead management software by Salesforce that enables your marketing and sales teams to set up, deploy, and handle online marketing campaigns that can boost your company’s revenue and improve efficiency.
Pardot is an online program used by marketers to set up and monitor online marketing campaigns. It is a very easy-to-use product that has modules that allow small and medium businesses to build, manage, and ultimately activate lead generation components including landing pages, lead nurturing as well as email marketing programs.
  • Email marketing
  • Lead nurturing
  • Sales intelligence
  • CRM integration
  • Lead management
  • Social media marketing
  • ROI reporting

Average Pardot implementations take approximately 60 days. EMS Consulting’s High-Level implementation approach delivers the following:

  • Strategic planning (review marketing plan, consult on Pardot roadmap)
  • Data integration setup and data migration / import assistance
  • Technical implementation of marketing automation campaigns
  • Task-specific training/coaching for Users, Administrators, and Management (optional)
  • Consulting on Sales & Marketing alignment and lead management process (optional)
  • HTML design and development of new Pardot-based templates (optional)
  • Advanced ROI Reporting setup and training (optional)
  • Customizations (Landing pages, Email templates, stock templates, custom templates ~ additional fees)
  • Custom marketing kits (additional fees)

The Pardot API allows your application to access current data within Pardot. Through the API, several common operations can be performed on Pardot objects. Operations include:

  • create — Creates a new object with the specified parameters.
  • read — Retrieves information about the specified object.
  • query — Retrieves objects that match specified criteria.
  • update — Updates elements of an existing object.
  • upsert — Updates elements of an existing object if it exists. If the object does not exist, one is created using the supplied parameters.

Developers must authenticate with the API before issuing requests. Refer to the Authentication section for details about this procedure.

EMS Consulting offers training on a wide range of marketing automation features, functionality, and best practices to help you get the most out of Pardot. EMS can personalize your training requirements for your end users and deliver training on-site and/or train the trainer.
Pardot is different because email campaigns are only a small part of automated marketing. Pardot provides lead generation, lead nurturing, lead scoring, marketing insight, email drip campaigns and more. Pardot truly automates the majority of your marketing campaigns, while an email campaign management tool does only that: manages emails.
Automated marketing facilitates the entire buyer’s journey, from a customer’s first interaction with your business to the moments that sales close the deal. While Pardot obviously works for marketing, the sales functionality is just as robust. Pardot allows the sales team to see what prospects are interested in watching, downloading and reading, to send emails to prospects, to get real time alerts when hot leads are engaging online and to report on sales campaigns.
Pardot automates lead scoring with rules and guidelines that EMS can help you setup during your implementation. For example, if someone contacts your Sales department from a website, +30 points. If that same person watches a video on your website they will get +5 points. If someone unsubscribes from an email list, -5 points and so on. These scores can help you determine what to do next.
If someone has a 0 lead score, there should be no engagement at all. That’s usually a sign of a wrong email address or no interest. A Slowly ascending lead score signals a promising lead that may need more time in the marketing department who could react to the right offer. A quickly rising lead score or a near maxed out lead score should be passed to sales immediately.

Wave Analytics

Wave Analytics can pull data from an unlimited number of sources. Through ETL Partners or the Wave API, you can bring in external data into Wave. The major data integration vendors have already built native wave data connectors, so you can leverage existing technologies within your Wave instance.
Wave Analytics consists of datasets, lenses, dashboards and apps. Datasets are the data sources, a lens is a visualization of a dataset, a dashboard is a set of lenses and can combine various datasets into one place and an app contains datasets, lenses and dashboards. EMS Consulting can develop dashboards and lenses based around your business requirements that enable you to have answers to your questions in real time.
Wave has unique data storing abilities due to the granular level at which data is stored. It is indexed similar to Google or an Amazon elastic search. There are no OLAPs or Schemas, and it is driven by a next gen query engine that allows explorers to slice and dice data instantly in real time. Dashboards and lenses are not static, which means the user can dig into any screen even deeper to answer any questions that arise instantly. These are truly self-service analytics.
Wave Analtics is not confined to desktop or laptop usage. Wave Analytics was designed mobile-first and optimized for tablet, phone, and watch. No matter where they’re working, every member of your team can slice and dice data.