Blog
Rule Driven Assessments & Scoring of Leads, Accounts, Opportunities in Salesforce
In typical CRM platforms, Leads, Opportunities and Accounts have a set of statuses as part of the funnel/pipeline management. As an example, a software company may maintain the following stages for an "Opportunity" object in Salesforce: Prospecting Discovery Demo...
Leveraging OmniStudio Components to deliver a Customer 360 View in Salesforce
Sales Reps expect a 360-degree view of a customer as part of the CRM rollouts. From an IT perspective, this includes retrieving data from multiple systems such as SAP, Salesforce, Business Intelligence Platforms, Rebate Systems, manipulating the data, and then finally...
Extending Salesforce Field Service Mobile App
Overview: In one of the recent projects, we had to extend Salesforce FSL mobile application to launch StoryPulse (http://storypulse.com) to capture few additional data points and signatures in the field. In this blog, I would like to explain a practical example to...
Leveraging Vlocity’s FlexCard to show CX Score
Overview: This blog outlines the implementation of Vlocity FlexCard to show CX Score. Target Audience: Business Analysts, CRM Engineering Problem Statement: Every Customer-Facing Team Member should be able to see a tile/widget that shows the selected account's CX...
Dynamic Lead Assessments with Decision Manager
Overview: This blog outlines implementation details of OpenRules Decision Manager. Target Audience: Engineering Problem Statement: Oftentimes, in CRM systems, the status/stage of Lead, Opportunity or other should drive the assessments to be presented, information to...
Salesforce 2GP and Namespace
Salesforce’s second-generation packaging (2GP) is a new way to develop, distribute, and manage apps and metadata on the AppExchange. The 2GP is considerably different from the first generation packaging (1GP). In this blog, the primary focus is on the role of...
S3—>Athena—>QuickSight
FocalCXM builds enterprise mobile applications with modern cloud architecture and tries to solve many life sciences problems. In this journey, we came across this use case, in one of our Product called Folio. A little intro about Folio: Folio is a Strategic...
CICD Process Setup for a Salesforce Project
Code migration in Salesforce development is not a straightforward process because of the multitude of artifacts that need to gracefully move from one environment to another. Salesforce and several partners in the ecosystem offer several ways for a successful...
FocalCXM announces a new partnership with OpenRules Inc.
FocalCXM is pleased to partner with OpenRules, Inc. Over the last few years, we have been able to solve complex Decision Modeling problems by using Rule and Decision Engines developed by OpenRules, Inc. By integrating Enterprise CRM platforms such as Salesforce, Veeva...
FocalCXM is pulling the AutoRABIT out of the hat in 2020
FocalCXM is excited to announce a new partnership with AutoRABIT, a leader in metadata-aware Automated Release Management and Backup & Recovery for Salesforce. Together, we aim to improve the user experience for our customers across the globe by enhancing our...
Thinking Better in 2020 & Beyond
Almost 15 years ago, when I was in Engineering, my boss at that time, Ameet Nayak, had introduced me to a concept called "Parallel Thinking." I am forever indebted to Ameet for the introduction and, of course, Edward De Bono for his work in the "Thinking" field. This...
Salesforce Partnership
FocalCXM is delighted to announce our exciting new partnership with Salesforce. We have been training tirelessly to build our Salesforce capabilities to continue delivering Remarkable Experiences. Congratulations to all our Trailblazers. #focalcxm #salesforce...
Alexa Skill Development Using Python & AWS Lambda
At Focal, we are excited about Alexa. We are confident that voice will truly disrupt experiences across the CRM spectrum of Marketing, Sales and Service. With that fervor, we recently did a small experiment to see how Alexa can improve our support experience. So, we...
Leveraging xAPI to deliver Customer 360 Applications & Insights
Two years back, we accidentally stumbled upon Experience API (xAPI), an e-learning specification developed by Advanced Distributed Learning (https://www.adlnet.gov/xapi/). The standard allows learning content and learning systems to speak to each other and track all...
Programming Alexa: Initial Hurdles
This time around, Voice is real. Google Home andAmaon'sAlexa have started pervading our lives with meaningful experiences. As most of you are aware, Alexa is an intelligent personal assistance device developed by Amazon. Alexa does many useful things such as...
Python Rest Services on CSV Data
Web service dependencies are very common in client server application development. In many cases client application development may get completed before server, in such case client application cannot be tested fully as real services and data is not ready. Many tools...
Business Process Management Using Oracle Process Cloud: Drag it. Drop It. Deploy it. Forget it.
The current buzz word these days seems to be cloud and AWS for cloud services. We seem to be going toward the Everything as a Service (EaaS). I even read recently in LinkedIn about a company offering Employee as a Service (EaaS), a very novice way of providing Staff...
Using Oracle Integration Cloud
Gone are the days when one has to write lines and lines of code to integrate multiple seemingly completely disparate applications to solve business functions!! Thanks to Enterprise Solution Bus like the Oracle Integration Cloud Services (ICS), along with its plethora...
Bulk Uploads to CRMOD
Often client applications need to insert/update millions of records such as leads, orders etc into CRMOD. CRMOD regular web services allow max 20 records per request, so if you want to push 1M activities, you have to make 50,000 calls, which can be painful! As an...
Database Testing Tools for Agile Practioners
We are obsessed with continuous improvement @ Focal. Every day, we work hard to come up with fresh ideas to deliver stuff faster, better and cheaper to our customers. We are extremely passionate about building great software and as a Product Development Services...