Know About The Chrome Extension For Salesforce

Everyone is know that Google Chrome is remarkable powerful web browser. One of the best things about Chrome is it’s huge library of extensions. These extensions are generally add-ons for your browser that increase its functionality with built-in applications.
Now there are different types of Chrome Extension For Salesforce. These help you to organise your various Salesforce logins and to full blown the toolkits that are jam packed with productivity features.

Various popular Chrome Extensions For Salesforce:-
1. Salesforce ORGanizer → The ORGanizer Chrome Extension allows you to easily manage multiple Salesforce Logins by adding your regularly used accounts to the app.
Salesforce Logins → New powerful Salesforce login management extension for Force.com users. It allows you to login using the security token without verification code. It stores your credentials on your Google account app storage and then synchronizes it between your devices.
2. Force.com Logins → This extension manages your salesforce login information and then lets you quickly login.
3. Quick Login As → It allows you to easily login as any other user in your Org, by providing you with a quick view page that you can popup anywhere on Salesforce.
4. Salesforce Developer Tool Suite → This extension is an attempt to make this use case simple and by making the debug logs visible in 2 clicks and without leaving the current salesforce tab.

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Salesforce CRM Partners | Salesforce Partners

CRM or Customer Relationship Management is a tool for managing an organisation's/firm's relationships with customers and potential leads. A CRM system helps the companies to stay connected to customers, streamline processes, and also improve profitability.

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Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. It includes cloud-based applications for sales, service, marketing. The users can simply log in and can start connecting to customers.

With Salesforce as the CRM, user’s sales, marketing, and customer service teams can understand every customer and deliver the exact product or answer the questions efficiently when they need it. By analysing the information, user can make better decisions to close more business, reduce the cost of service, and keep every customer satisfied.

Salesforce has many CRM partners around the globe. All big, small and medium sized business today are using Salesforce. It facilitates things by giving the organization and the customer, ease of communication, organized data, and efficient customer service. All these features ensures the process of making sure needs are fulfilled and actions get resolved in a timely and proper manner.

Astrea is a certified Salesforce CRM Partners and it has employees which are experts in providing support in Salesforce implementation. Astrea as a CRM consultant helps businesses in CRM Migrations, Data Integration & Management and Salesforce Integrations with external systems. Astrea is based in India and is the only Salesforce.org certified Implementation partner and works constantly with NonProfits to provide the required support to automate their operations so that they can utilize Salesforce to its best. Astrea offers discounted rates for NonProfits requiring Salesforce customization. We are rated very highly on AppExchange with 50-plus customer feedback with average feedback of 4.9 out of 5. We also have 40+ apps on AppExchange. We run free sites thecloudtutorial.com, forceprepare.com . Astrea is a team of 70+ Salesforce developers who have extensive experience of 300+ successful projects.

WebMerge Salesforce Integration

Astrea IT Services is the Certified WebMerge Consultant and also has been successful in integrating the WebMerge with Salesforce. We also implemented some of the custom business workflows. WebMerge is one of the comprehensive online document generation platform which is just created to help the users to streamline various paperwork processes. With the single click of the button, the user can easily generate the documents without having to manually type or to copy the data. It also provides you the flexible document types, dynamic content and also the delivery options which is also fit to your business needs. WebMerge can easily be used for automating the documentation part as well as in generating the invoice, sending the documents to the client, contract, agreement, etc. WebMerge easily minimizes the tasks of copying and pasting the contents in order to create the document.

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WebMerge when used with the Salesforce also provides the feature to the user to create their own dynamic document and it also enables them to create any type of the document they want to create with customizable options. The user can easily choose different document as Word Document, Excel spreadsheets, PDF, PowerPoint presentation or create their own document using WebMerge’s simple document builder. With the Webmerge Salesforce Integration every type of possibility are at your fingertips and you can also easily built the right into the Salesforce organization. Also the WebMerge App can quickly generate all the documents with a single click of a button on the system.

Many people who are using Salesforce technology are enjoying the benefit of keeping their data organized and also streamlined their day to day operations. After even using the Salesforce with every organization, there is also lots of paperwork and as starting from creating the documents, filling the forms, sending them to customers, employees spend hours on paperwork. For this rescue, the Webmerge helps the users in shortening the time spend on the paperwork to almost zero and also the users can design templates for their documents and automatically also it populates those templates with data from Salesforce. WebMerge easily streamlines the entire documentation process for the organizations and also thus it leading to increase in productivity.

ServiceNow Salesforce Integration And ServiceNow Quickconnect App

ServiceNow is the American cloud computing company and having the headquarters in area Santa Clara which is in California and founded in year 2004 by Fred Luddy who was the previous CTO of software companies Peregrine Systems and the Remedy Corporation. ServiceNow is the ticketing tool which is used to manage the different technology service management tasks and it also provides the centralized service catalog for personnel as to request for the technology services or the information about applications and processes that are being used in the system.

 

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ServiceNow Salesforce Integration provides the real-time data information for both the sales and support team in the order to give accessibility to each other’s tasks and the activities. And with this kind of accessibility the coordination and even also the communication between the teams become easier and also the customer queries are handled more efficiently, and customer communication becomes effortless which leads to the higher customer satisfaction ratio.

The following are the benefits of ServiceNow Salesforce Integration-

  • It provides the real time updates for the customer issues and the queries.
  • It helps the users in making the faster and the efficient decisions.
  • Also the response time decreases.
  • It provides the accessibility of the data from one system to other.

Astrea IT Services has recently developed an app which is known as ServiceNow QuickConnect and it is one of the free app which is available for download on Salesforce Appexchange. This app provides the functionality for the synchronization between the ServiceNow records and also the Salesforce and it also provides the bidirectional functionality to sync in between ServiceNow objects like Company, User and the Contract records to the Salesforce objects like Account, Contact and Contract on a Single Button Click.

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The following are the features of ServiceNow QuickConnect App-

  • This app provides the sync functionality from both of the sides.
  • It helps in sharing and also in exchanging the information between the Objects of the two systems.
  • It provides the functionality of logging in from one system and also accessing the data of another system at the same time.

Salesforce For Nonprofits

Salesforce organization has recently announced that the Nonprofit Cloud integrates multiple Salesforce products to achieve donor management, fundraising and other operational activities in Nonprofits. The Nonprofit cloud is like an enhanced and the more advanced version of the NPSP and even with the NPSP being at the core of the program, Nonprofit Cloud can be used to design the solutions in order to manage the all Nonprofit tasks and activities like fundraising and much more.

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Salesforce earlier has introduced the solutions for their Nonprofits with the Nonprofit Success pack (NPSP) and even now they have launched the new Nonprofit Cloud that provides a more wide version like a 360 view of every operations of Nonprofits and their mission is from the donors and partners to programs. Astrea IT Services also has many of the Salesforce For Nonprofits Customers or the Salesforce NPSP clients and has supported noble causes of Non Profits around the globe.

Some of the new features encapsulated in the Nonprofit Cloud are as shown below-

  • Einstein Analytics- It helps the Nonprofits to make the smarter and even faster decisions about their programs and it also provide fundraisers with real time data which will allow them to use time efficiently.
  • Lightning Batch gift entry- This will make it quick and easy to enter the gift data, providing the advantage of batch data import and also allows for the customization at much higher level.
  • Data Storage Optimizer- This is a new product under which the Nonprofit Cloud solution enables the Nonprofits to access the archived data, stored at different places of the platform, in order to create reports and dashboards.

In order to ease the adoption and the usability of the Nonprofit Cloud, Salesforce org has bundled some of the products and solutions, called Growth Kit, to focus on certain types and sizes of organizations.

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There are endless of opportunities which helps to make a bigger impact as a nonprofit and with the Nonprofit Cloud Growth Kit, Nonprofits can:

  • It raise more of the resources and manage income properly.
  • Also grow the awareness and the engagement around the mission.
  • It gain the visibility across the departments, constituents, and impact.

No matter where the Nonprofits are going and how they are growing, their mission deserves the modern, digital home and Nonprofit Growth Kit which helps the Nonprofits to get started fast,and then it grows with them simultaneously.

Stripe Salesforce Integration

Stripe is the US technology company which is operating in over the 25 different countries which allows both private individuals and businesses to accept payments over the Internet. Stripe also focuses on providing the technical, fraud prevention and also the banking infrastructure required to operate on-line payment systems.

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Astrea IT Services received the requirements from a client which involved a loyalty management program and the Loyalty Program provides its members with the multiple activities like answering the questions, voting, watching videos and many more. A member receives some loyalty points on successful completion of the activities and they can then also buy the products with their loyalty points.

For the successful Stripe Salesforce Integration, Astrea IT Services needed to include the Wallet feature to keep all record of the current balance and loyalty points consumed by the members at any time along with the details. The wallet transactions were of the two types that are- “Credit Purchased” and “Order Placed by Members”. So whenever a member spends using Stripe, a wallet transaction is been created with the record type “Credit Purchased” and when member order any of the product from portal directly, first the credit or wallet balance is checked and if there is any sufficient amount present, wallet transaction record is created with the type “Order Placed by Members” and thus it allows the member to order the product which they want for themselves.

f:id:astreait:20181214195027p:plainSo whenever any Member of the loyalty program wants to order any of the product from portal then first it is checked if there is adequate balance in the wallet and only then the transaction is allowed by the members. In other cases, a mail is also sent to the System Admin and an automatic email is also sent to the members having points or balance lower than a certain amount.

Shopify Salesforce Integration

Shopify application is mainly used for the selling of the products similar like Amazon services. In order to sell the products in the Shopify, the user need to have an online store in it. Shopify is the complete e-commerce solution which allows the user to set up an online store of their own to sell products. It even also allows the user to organize products, customize the store, accept credit card payments, track and respond to orders. And this all is done within a few clicks.

Shopify Salesforce Integration is also enhancing the CRM and e-commerce platform to achieve the new milestones. With the Salesforce Integration, management of surplus amount of e-commerce data is done in very much simpler way than before. Shopify Salesforce Connector behaves like a bridge between Shopify and Salesforce connecting them bidirectionally. It is also helping in intensifying the features of the E-commerce and CRM platform and also by connecting Shopify and Salesforce, the users can easily analyze Sales trends and progress. Also synchronization of customers, products and the orders between Shopify and Salesforce can be done in a simple way.

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Astrea has recently developed a connector i.e. “Astrea Shopifywave Connector” which easily connects Shopify with Einstein Analytics studio. This application has simple point and click Graphical User Interface which is easy to use. This app basically provides the integration between Shopify and the Einstein Analytics studio. This app can be easily downloaded from Salesforce Appexchange.


Here are some of the features-

  • Salesforce is used to manage both e-commerce and also the CRM data.
  • Synchronization of the e-commerce data to the Salesforce.
  • Customers mapped to the contacts and the account objects in Salesforce.
  • Synchronization of the products and the collections from Shopify to Salesforce.
  • All the Shopify stores are integrated to the Salesforce and thus the data management is done more efficiently.