Salesforce to improve collaboration in education

Salesforce-for-EducationThough the Education sector has seen significant transformation in the last decade, the challenges of high cost, limited reach and quality are still matters of grave concern. The Cloud might just prove to be the catalysts that will enable the sector overcome these barriers. Continue reading “Salesforce to improve collaboration in education” »

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Salesforce 1 is the best engineering platform in recent times

Salesforce 1: The new customer platform to sell and service from anywhere

Everyone knows CRM as a true Cloud Computing model. Its recent acquisitions and latest platforms fuelled its portfolio of Cloud services and new generation platforms.

Recently Salesforce introduced Salesforce 1 platform, enabling customers to sell and service from any location. It’s a best engineering platform I have ever experienced in recent times and would like to share more about this platform in this article.

Salesforce 1: New Age Platform

The Salesforce platform was already the #1 enterprise Cloud platform with 4 million apps built on the platform, 72 billion records stored, 1.5 billion transactions a day, 2 million app exchanges installs and 2,000 AppExchange apps on the platform.

Salesforce1 is a next-generation CRM platform from Salesforce that aims to improve the company’s footing in the mobile devices space. This is a robust CRM mobile app that has been designed to enable customers, independent software vendors (ISVs) and developers to connect apps and third-party services such as Evernote, LinkedIn, and Dropbox. With this app, developers can access 10 times more Salesforce APIs than they did before.

Salesforce1 app is available on Google Play and Apple’s App Store. According to the company, the apps are meant to help enterprises connect with users in the Internet of Things (IoT). Through the app, administrators can manage users, reset passwords and do a myriad of things from their mobile devices. Everything that is related to customer information, data and processing is integrated in Salesforce1.

The release of Salesforce1 is Salesforce’s major leap in the mobile sector where it was lagging behind. The robust app has been modernized and consolidated’s mobile client efforts into a single app. The company is hoping to connect enterprises to the billions of things that can be programmed through APIs. This is a big leap of faith considering that most companies are still not fully utilizing mobile apps and services for sales and marketing.

Highlights of Salesforce1

i) More functions for developers

With the release of this app, developers now have a wider range of functions available to work with the various Web properties of The new app requires a major refactoring and expansion of Salesforce’s APIs.

ii)  Better integration of developer environment

With the new APIs, there is better integration between Salesforce’s Web properties and Heroku. Heroku is the company’s environment for Java, Ruby and other developers who do not work on Now, both development environments are integrated with the company’s applications and underlying application services.

iii) Better integration of cloud platforms

Salesforce’s cloud platforms such as Chatter, Heroku, and other services are now well integrated into Salesforce1.

Salesforce1 connects the company’s mobile app strategy on one dashboard, giving it a foundation to serve four customer constituents:

Admins: With Salesforce1, Admins can use Visualforce and custom actions to manage and distribute apps through a single mobile platform.

Independent Software Providers (ISVs): Companies such as LinkedIn can now build mobile apps on the new Salesforce1 AppExchange.

End Users: These users are those whose needs are not usually addressed by major app developers. The group typically needs more apps to do small, simple tasks that are often customized to their industries.

Developers: Salesforce1 has 10 times more APIs and services for apps that point inward and outward. In the API environment, developers have a range of options on developing apps than ever before.

With the release of Salesforce1, has made a major step in consolidating its position as one of the top public Cloud development platforms.

To put it in a nut shell, Salesforce completely rebuilt their architecture.  Their leading sales, service, marketing and AppExchange offerings are built on this new customer platform. This new age platform would revolutionize Cloud, Mobile and Social platforms.

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Read More CRM simplified complex processes in large scale infrastructure enterprises, meeting process demands to augment centralized customer information and standardize key processes.

The large scale infra companies generates ample of sales and operational data, the process demands a centralized pool of sales data and an Intelligent lead management system that  requires consistent lead tracking and distribution across Sales and Marketing. Salesforce CRM precisely delivers and standardizes key processes. Both managers and reps can easily monitor inquiries from prospects and efficiently route qualified leads to the right salespeople within the organization. The result is optimal lead management system that fulfills sales process objectives. Sales reps always have quick access to the hot leads.

The beauty of encourages me to write my recent experience in Salesforce CRM implementation for a leading infrastructure company in India.

Major business challenges the client was facing are growing sales and marketing data.

Data and information management became crucial for them to track and make decisions. With its distributed operations and lack of collaboration among Sales organizations across India it became difficult to validate opportunities and measure marketing effectiveness.

Accurate and timely pipeline view, 360-degree customer information, and customized lead management practices became essential for them.

They selected CRM based on our recommendation, and have leveraged our best practices to centralize customer information and standardize key processes across India.

Our solution comprises of multi-phase rollout of Sales, Marketing  automation and realign internal processes like PIF (Project Information form), OMD, JAF (Job acceptance form) with Java middleware as an integration to showcase Quote’s with versions.

With our solution their main business functions and sub-units have been automated. And with the centralized visibility they will be now able to track expenses incurred for their various units like overseas travel, monthly conveyance, local conveyance, communication and fixed expenses across their distributed offices in India.

Using Apex code, we have built a custom object to manage all their leads, customer subscriptions, customized lead status to extend funnel stages and also implemented tailored lead qualification processes for their different segments.

With the robust “forecasting” feature they were able to see future sales projections and accomplishments, which also helps management to have the visibility into region wise expenses.

This implementation was a complete marketing automation right from leads captured via various channels like campaigns, events to budgeting and metrics.

Integrating with Java Middleware made easy to upload Quotes directly from Engineering department’s output and maintain versions. Also a centralized online projection brings greater transparency to the users as they can directly access their budget form, and this helps management to understand Budget VS Actual results.

The main objectives of saving time, money and sales automation has been met with minimal implementation efforts. If you are an Infrastructure company facing similar challenges, Salesforce team at Bodhtree can help you move in the right direction, please let us know your current challenges and we would like to provide you a robust solution.

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Enabling SOA Integration with ISG

Oracle E-Business Suite Integrated SOA Gateway (ISG) provides a customer-focused robust communication and integration infrastructure between an external system and ISG for inbound and outbound communication that does not require a special class of middleware software.  This will not only save license costs but also reduce maintenance costs as the existing EBS system support team can maintain the infrastructure easily. This infrastructure not only enables greater and effective business integration with standard SOA concept between heterogeneous applications, but also facilitates the development and execution of complex business processes into highly flexible and reusable Web services. With this standardized and interoperable Web service platform, ISG provides a powerful framework that accelerates publishing of custom PL/SQL procedures as web services over the Web.

Integration Architecture

ISG Integrations require some configurations and customizations to enable the functionality in the ISG module.  The functionality would be written in PL/SQL procedures and then enabled as a web service.  The Outbound calls are made using the Service Invocation Framework (SIF) of EBS, which internally uses built-in Business Events for initiating the transaction or web service call.  Organizations would not need to hire new resources to develop this functionality as Apps technical resources possessing PL/SQL skills can easily deploy this functionality. This helps the firm in saving recruitment and resource management costs.  This cross-industry integration can be performed on EBS versions R12.1 and above.

Implementation Steps

Here is a detailed illustration of web services implementation and calling web services from EBS.  Oracle E-Business Suite (R12.1.3) must be installed and ready to use for Integrated SOA Gateway (ISG) setup and implementation.  This implementation requires some setup configuration and development of several components for Inbound and Outbound as given below:


1.  ISG Setup
a. Enable ASADMIN user
b. Create ISGUSER
2. Write a Custom PL/SQL procedure
3. Write the annotation into Procedure
4. Generate and Upload the ILDT file
5. View the Published Custom Web Service developed
6. Monitoring SOA Requests


1. Run SQL script for Security Parameters to Support UsernameToken based WS-Security WSSE password   (If the external services are WSSE enabled only)
2. Creating Business Events
3. Creating Invoke Web Service Subscriptions
4. Creating Error Notification Subscriptions
5. Creating Call back event Subscriptions in PL/SQL
6. Testing the Setup (Don’t DO in the production environments)
7. Resubmitting Failed Business Events

For further details on implementation steps e-mail to Khaleel shaik our Java Practice lead at

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