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Salesforce is the world’s leading CRM platform that helps businesses grow by personalizing customer experience across all bases. Businesses of all sizes can reap benefits from different Salesforce online training integration tools that help transform business processes, increase team productivity, create a positive customer experience, and more.

The best way to achieve these and other benefits is to integrate Salesforce with third-party tools to improve collaboration and productivity.
Salesforce integration tools enable you to share valuable data and information with other systems. It means that anyone in your organization and authorized third parties can access the customer information whenever and wherever they need it.
In this blog post, we will discuss a list of Salesforce integration tools that would be highly beneficial to boost your team’s productivity and efficiency.

1. Improve Team Collaboration with Quip:

Quip is a document collaboration platform that combines documents, spreadsheets, and communication under a single roof to help teams become quicker and more effective in their work.
Salesforce integration with Quip provides an interactive, connected, and collaborative environment to enhance productivity, help win more sales, and create an unmatched customer experience. Integrating Quip into your Salesforce cpq online training environment will ensure successful process completion with lesser email, fewer meetings, and more growth opportunities to meet the increasing demands of customers.

2. Solve the Problem of Data Transfer with RapidiOnline:

RapidiOnline, a cloud data integration solution, is designed to help companies maximize collaboration through secure data sharing and hence improving team performance across every department.
It is simple, ready-to-use, and facilitates easy customization of data integration solutions. This helps you integrate any data between any version of your salesforce and Microsoft Dynamics Systems.
The RapidiOnline and Salesforce integration allow you to synchronize data and automate cross-system processes and store & display the most insightful ERP data in the Salesforce System. Moreover, integrating Salesforce einstein analytics training with Enterprise resource planning (ERP) can help you avoid resource-intensive manual sharing of data.

3. Manage and Update Salesforce Data with Conga Composer:

Conga Composer is a document creation tool that makes it easy to create and deliver easy-to-use and fully customizable documents using Salesforce data. It offers an effective way for users to manage contracts, create documents, and capture eSignatures.
Conga Composer facilitates the creation and delivery of personalized documents, presentations, and reports from Salesforce by attaching richly-formatted templates with data from any standard or custom object. Conga composer and Salesforce integration simplifies the process of document generation, reporting, and ensures a smooth and secure delivery. This effective tool makes the process of document creation, presentation, and reports in PowerPoint, Word, HTML, email, and Excel as easy and as simple as possible.
Moreover, the Conga app is compatible with Sales Cloud, Salesforce1, Service Cloud, and Lightning. With this Salesforce integration app, you can keep up with all your tasks from one platform and therefore spend less time updating the Salesforce API and concentrate on the core activities of your business.

4. Seamlessly Integrate Every Part of your Connected Business with Dell Boomi:

Dell Boomi is the industry-leading iPaaS platform that offers a scalable data integration platform to integrate Salesforce lightning training with various other systems. The platform is designed to leverage all the advantages of cloud technology and can support complex architectures and systems. Dell Boomi is the best integration cloud that helps in building integrations anytime, anywhere without writing a single line of code. It lets you integrate on-premise apps, smarter and faster.
The integration of Salesforce with native-cloud, low-code integration platform called Dell Boomi helps businesses automate manual data management tasks, ensure far more accurate data, quicken business workflows, and provide much greater operational visibility to the organization.
Dell Boomi comprises intuitive point-and-click tools and a library full of pre-built connectors that make the data configuration and management processes simpler and less time-intensive.

5. Create Seamless Digital Experiences with Jitterbit:

Jitterbit is the cloud-based integration platform and robust data-migration and manipulation tool for Salesforce that allows your Salesforce system to connect with your external databases and documents. Jitterbit utilizes high-performance parallel processing algorithms that allow you to transfer large amounts of data easily and rapidly.
It can be integrated with all the Salesforce editions and allows you to connect with any type of databases such as MySQL, SQL Server, Oracle Database, Comma-separated values (CSV) files, and Tab-delimited file (TSV) files.
Jitterbit integration with Salesforce allows Salesforce developer course users to quickly and easily integrate and connects cloud, on-premise, social and mobile applications and data sources such as AWS, SAP, Microsoft, NetSuite, Oracle, EDI, and more.

6. Easily Connect the World’s Applications, Data, and Devices with Mulesoft:

Mulesoft’s Anypoint platform is a Salesforce-based, high-end API integration platform designed to connect a variety of data sources and applications and create complex data integration workflows. It is a highly flexible integration tool that provides you with the ability to connect Salesforce with a plethora of other applications.
Salesforce integration with Mulesoft can help better track customer experience across various channels and devices to increase customer satisfaction. Mulesoft provides an effective platform that helps Salesforce connect seamlessly with ERP and finance applications like SAP, Netsuite, and Oracle EBS helps the team monitor financial performance within organizations.

7. Get the Most Out of Email Marketing Efforts with MailChimp:

MailChimp, a robust cloud-based platform, is the perfect email marketing tool that enables you to send emails to multiple recipients at a time for delivering delighting customer experience.
One of the biggest advantages of using MailChimp for Email Marketing is that it is easy-to-use and enables you to create HTML email templates without writing a single line of code. Salesforce integration with MailChimp allows you to import Salesforce contacts and leads to your MailChimp list, view subscriber details, and track MailChimp campaign activity data in Salesforce.
It also helps you keep track of all the emails from anywhere, anytime. The MailChimp and Salesforce integration enables you to create email campaigns from the leads and contacts in your Salesforce CRM and synchronize Salesforce leads and contacts data with MailChimp.

Conclusion

Salesforce integration tools establish and manage communication between Salesforce CRM and other systems effectively, using application program interfaces (APIs).
Choosing the right Salesforce integration tool depends on the specific requirements of your business such as the number of systems to integrate as well as identify the type of integration level. These above-mentioned Salesforce integration tools help businesses manage their customer data, seamlessly connect with them on social media, nurture leads, and effectively provide greater customer service.
Want to know more about how Salesforce integration tools can help improve various aspects of your business? Contact Cloud Analogy, the world’s preferred Salesforce Developer online training Company, to discover how Salesforce integration tools could serve as a one-stop solution to help you increase the customer base and experience from a personalized customer experience across all bases. Choose the top-notch provider of Salesforce integration services now!

Top Salesforce Integration Tools for 2020

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Salesforce is a CRM platform that is also cloud-based. CRM means Customer Relationship Management. It is used to supercharge every part of the company especially the parts that interact with the customer directly. It includes commerce, marketing, service, salesforce online training etc. For different services, different clouds are provided. For example sales cloud for a sales team, marketing cloud for a marketing team, etc. It offers a variety of SaaS and PaaS. It provides various software solutions and mostly a platform for users and developers to develop and distribute custom software.



Features of Salesforce
Interaction Management:
The action of client, contact specifics plus their history to be observed and account deliberations etc. are handled in this feature. Overall, it involves data management related to the customer.
Appointment:
The marketing team has been intended for a client in numerous campaigns to be fixated on making adapted contactSales alarms based on the grade of appointment with a client in an actuality.
Collaboration in Sales:
It involves closing a contract based on client queries and responses for finding authorities. In a nutshell, it deals with a supportive effort to include an entire squad in the deal and make it work.
Occasion’s Management:
It provides the particulars of the products from occasion to occasion and citation involved in the agreement. While in short, it accomplishes all the statistics that help in recognizing, progressing and concluding a transaction.
Performance Management:
This aids in improving the presentation of the sales crew. This delivers a metric-based aim setting, and its response and prizes.
Lead Management:
Following the leads in progress is a tedious task but is necessary for enhancing movements across all channels. It helps in that too.
Partner Management:
To structuring a community with associates for serving the connectivity in a straight line with channel associates for sharing aims and events, it plays an important part.

Workflow:

Later to mechanize the business procedures, visual scheming is used here. For drag-drop choices, the interface will offer the conniving the approval course with deal reductions and expenditure management, etc.
What is ServiceNow?
Servicenow is ITSM i.e. IT service management platform that delivers service organization software as a facility. It concentrates on IT services administration which also includes IT operations supervision along with business management. It has a wider range of functions. Typically, it is useful for mid-sized and big companies however it could be to other business requirements of every specific enterprise separately. Furthermore, it is also cloud-based, and that makes it accessible.
Features of Servicenow
Programmed Testing:
The Programmed Testing structure makes use of computerized authentication trials to allow users fast-tracking requests into the invention and refute risks for novel apps while concentrating on functionality. Programmed testing eliminates the necessity for the distinct test files or the requirement to execute rollbacks for maximum time.
Scripting:
It makes use of tests that reflect user activities devoid of any scripting by initializing a form, authenticating field values, submitting a form, etc. Though, extra server-side scripting could also achieve complex operations using JavaScript.
No Integration:
It’s a solitary, integral tool and not just a collection of several platforms consequently, there’s no requirement of maintaining integrations. It has a mobile as well as the browser version.
Get Prepared for salesforce Interview questions!
Difference Between Salesforce And Servicenow

Following table displays some of the dissimilarities of these two platforms:

Salesforce And Servicenow

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Salesforce is the world’s first cloud-based CRM system. It was founded by Marc Benioff and Parker Harris in March 1999. The purpose of developing this CRM platform is to help users affordably and easily sell, service, market, analyze and connect with their clients.
SFDC(SalesForce Dot Com) has many standard features that help you to manage the relationship with prospects and customers. It also allows you to engage and collaborate with employees and business partners to store their data securely in the cloud.

In this tutorial, you will learn:

What is SalesForce Testing?

A great thing about Salesforce online training is that many of the out of box features can be customized to suite a company’s need.
Salesforce testing is a validation of the configuration and customization performed in vanilla SDFC.
The challenge is to ensure that a tester is checking the code which has been customized in place of testing built-in salesforce functionality.
Salesforce CRM is built on a platform development language called APEX. It also provides many built-in unit test case for developers to validate their code.

Why Salesforce testing?

Here, are prime reasons behind conducting salesforce testing:
  • Allows you to check that configuration and code are functional.
  • Helps you to verify that the finished system can support the client’s business processes
  • Helps you to confirm that the system’s initial build meets the agreed requirement
  • Helps you to catch problems early, while they’re easy to fix
  • Functional flows report based on the status of test cases. This allows the team to create the functional flows to know the functionality of the application
  • Process builders feature helps you to check the working condition and behavior of the system
  • Workflows allow you to check the functionality of time-based events

Types of Salesforce Testing

Manual Testing:

The manual software testing process includes the testing of the Salesforce.com App by using traditional methods. QA team can use manual testing can be used to execute functional testing, happy path testing, integration testing, regression testing, and system testing.

Automated Testing:

Automated testing involves a computer program to test a Salesforce .com or Force.com app. Automated testing tools like Selenium online training, Assure Click, QTP, etc. are used.

Levels of Testing in Salesforce

Following levels of Testing usually, apply to Salesforce
Unit Testing
  • Unit testing process is conducted by Apex developers. It involves writing clauses in their code which automatically tests its coverage
  • It helps you to evaluates how many records of data are effected, so that the code would successfully run on in that environment.
  • To deploy Apex code into a Production environment your code coverage ratio should be minimum 78%

System Testing:

  • It is performed by an expert team of Salesforce consultants
  • Involves testing system’s technical processes from beginning to finish
  • Involves test script based on specific outputs
  • It allows you to troubleshoot a problem with automated rules in the system like workflow, validation, assignment, etc.

UAT Testing:

  • It Is conducted by the users who will use the application
  • Allows to tests the system’s ability to support the business processes
  • UAT testing following a test script based on what happens in the business
  • The desired output should be that the client confirms that the system is fit for purpose

Production Testing:

  • It is a repeat of system testing in the Production environment
  • Product testing in salesforce allows you to test whether config and code have been correctly deployed from sandbox to production environment or not
  • If there is time left before the final project launching, then the client should run through UAT scripts again post-deployment

Regression Testing:

  • The main object of Regression testing is to test whether code and config releases is affecting existing user processes of the system
  • It will be conducted once an enhancement or a fix is deployed to production.
  • The user provides a list of changes which may impact their current process

Salesforce Testing Process

The testing process of Salesforce online training in Hyderabad is the same as any normal web-based application. The tester should have a clear perspective of the customizable features which are built during the test process. It helps them to focus on that customized code instead of the built-in Salesforce features.
Developer and tester should use the Sandbox environment (Test Environment) for each of their purposes. Tested code in a Sandbox environment is deployed to production from the Sandbox environment. It is assumed that the QA tester has the basic knowledge and understanding of the terms used in the Salesforce.

Salesforce Testing challenges:

Salesforce testing is not an easy process. There are many challenges that were faced during the process by the tester. Some of them are:
  • It’s not an easy task to test advanced features like Visualforce, Salesforce or Service Cloud Console.
  • You need to recreate all your classic tests for the Lightning UI
  • Some of the standard functionalities although not in use, can’t be removed
  • GUI tests don’t work when we switch to the test environment
  • Automated tests should able to work in all your test environments
  • Issues occur while creating field locators for the Salesforce screens because some field IDs differ between Organizations

Best practice for Salesforce testing

  • Run tests as real user profiles
  • Test Data should be prepared for validating the reports functionality
  • The testing method must include functional testing, UI testing, regression testing, and system integration testing
  • The dynamic nature of visual force pages should be paid special attention as all the elements of a webpage may not be loaded simultaneously
  • Automation testing should be performed using tools like Selenium online training Hyderabad and HP Unified Functional Testing
  • Salesforce tester should consider which include positive and negative flows
  • Users role must be constructed and tested using Workflows

Roles and Responsibilities of a Salesforce Tester

Important roles and responsibilities of Salesforce testers are:
  • Should be able to conduct Smoke Testing to make sure all the major functionalities are functioning as per requirement
  • Create both positive and negative Test Scenarios
  • Able to perform Equivalence Partitioning and Boundary Value Analysis
  • Testers are also needed to work on the application and gain the understanding of its functionality to create a functional map
  • A tester should have an easy communication channel with the development team
  • He should understand the customizable features which can be built for the Salesforce app
  • The tester needs to execute role-based test cases to ensure the consistency of data
  • He should also perform compatibility test in case Salesforce integrated with third-party applications
  • A Salesforce tester should be familiar with load testing tools like JMeter to validate the complex flows which can offer inconsistent results in Salesforce CPQ training.
  • Knowledge of Apex

SalesForce Test Automation Tools

Performing automated functional testing in SalesForce is a challenging task as most of the test web pages are dynamic. Therefore, the tester needs to build a robust automation framework to which should be useful not only today but also in the future.
Below, given are widely used Salesforce testing tools:
  • Selenium webdriver
  • HP Unified Functional Testing (UFT)
  • Cucumber
  • Force.com IDE (Eclipse-based)
  • Change Sets (Cloud Deploy)
  • Ant/force.com migration tool
  • Workday

Reasons for using testing salesforce testing tools:

  • Helps you to saves 75% of your time and 25% of your test automation costs
  • Offers better Apex Test Execution, detailed test coverage, and class coverage reports
  • You can take advantage of industry-leading automation tools like Selenium and JMeter.
  • Auto-generate test scenarios to run for different environments and multiple browsers
  • Seamlessly record and playback your recorded test cases
  • Helps you to automate all types of pre- and post-deployment tasks
  • Salesforce testing process separate data from test script and allows you to enhance with multiple datasets

Sample Salesforce Test Scenarios

  • You can capture the contact information of the lead/client
  • Contacts can be marked active/inactive
  • Any company can be marked as Customer or Prospect
  • Leads can be captured with the help of web forms
  • Price in Quotation cannot be zero
  • Email should be sent once the deal is closed. Bounced emails if any should be handled
  • Integration with third-party software should be working properly
  • Billing services should work as expected
  • No duplication of records in contact, opportunity, and lead management.
  • The mobile workflow works as expected
  • Unauthorized users must not have access to Files.

Salesforce Testing: Client Challenges

Clients are always nervous about Salesforce online training in India testing because they may not know how to conduct it properly. As a result, they have a myth that is very much distinct from reality.

Can I switch on to Salesforce testing in Salesforce from manual testing?

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