How To Implement eSignature in SalesForce

SFDC is so broad, I can safely say one could spend their entire career learning, modeling and signNowing themselves for various aspects of the platform.  There's just basic  SFDC (Salesforce.com)   and then there are other areas;   Service Cloud, Sales Cloud, Heroku, Data.com, etc.The best advice I would give before even attempting to do anything "real" is to do the following;1.   Sign up for a developer account (it's free - forever)2.   Go through the http://wiki.developerforce.com/p... - examples by examples.   It's basically all there - The problem I find is that people with software developer experience try to "beat into submission" their current experience to the SFDC platform.That, IMHO why SFDC is seen as "hard to learn" - it's not that it's hard. it's just hard to mentally ditch your previous experience (or at least tweak the heck out of it).Some For-instances - *. The APEX language, even though it's "java-like" is simply not Java.*. The Visualforce language, although "HTML-like" is simply not HTML or javascript.  Further, the architecture of how it works is completely different from how thing work in typical web server environments.*. SOQL/SOSL Data queries are not SQL.   The typical scenario is, many companies that have big expensive development staffs that try  to just "pick up" SFDC, run into huge problems.  Usually involving large licensing fees (upwards of $65/month/user to $250/month)  and some completely befuddled developers....And then in come the consultants - billing out at about $250/hour (and up)Soon companies can be hemorrhaging money.   SFDC has a lot of advantages - multi-tenant architecture, guaranteed availability, mobile apps, APIs, great, friendly user interface, internationalization, JSON/RESTful interfaces, lots of extensibility, a great user community.... and lots more.  BUT- Learning the SFDC platform is infrastructure programming, pure and simple, with a lot of "clicks-not-code" activity.I've found it hard to convince  java programmers, for instance, that (s)he can implement a workflow and/or Validation rule to do what they need to do, rather than sling a bunch of lines of code into a trigger or anonymous APEX to have things done.To learn Salesforce, throw your java/SQL/HTML (well most of your HTML) experience away, and just make it through the workbooks in the link I provided above....  THEN - determine if it's for you.There are so many specific tricks to learning how to build a really robust SFDC implementation, that it can seem daunting at first.... however, it's absolutely amazing to me how many people simply have not gone through the workbooks.... It's usually my first question:   "have your developers gone through the Force.com workbook?"

There is an easy and a hard answer to this question and the reason is that the question is missing some key information. Mainly, it is missing the why that could be used to find out more for the how.The easy answer is that Salesforce has tools built into that allow a transfer of the metadata from one org to the other. The metadata transfer is needed to ensure that all the objects and custom objects together with any new custom fields will be available in the new org. With transferring these in the form of change sets, you cannot guarantee that the data will load from one org to the other.The hard answer is probably in the fact that there is a reason for the question, which we do not know. One of the typical false reasons is the transfer to Lightning Experience from Classic. There is no reason why you should need to configure a new org. Sometimes, however, the org needs to be split as in companies splitting into to entities. A lot of prework needs to be spent on understanding the newco’s business process and how it should differ from the existing support in Salesforce.I know, not much information, but by expanding the question to give us insight into why the SF to SF transfer, would help me understand what you want to achieve.

Easily, as long as your company developers aren’t developer happy. What I mean by this the fact that Salesforce was created out of the need for simplicity purposes. The primary audience and people that Salesforce Account Executives and Pre-Sales Engineers prefer to speak with are business users.Ideally the best way to implement Salesforce is to remain as close as you can to point-n-click development aka declarative programming. The less actual “development” you do the faster you can design, build and deploy. Especially if your software sales people want to leverage the system as fast as possible.Don’t get me wrong, I love developers for all that they are capable of doing when I need them but, I have seen and worked with teams who for what ever reason, could not remain simplified in their rationale and developed themselves “into a box.” Which eventually all needed to be undone to advance greater business needs down the road as they say. Declarative good, tech debt bad.

Salesforce's pricing (from $5/user/month) can make it seem like a 'cheap' CRM solution. But like most enterprise software, there is an additional cost for implementing it properly and in a way that creates the value you hope for.Remember that Salesforce implementation partners and contractors typically charge per hour. So the longer your implementation takes the more it will cost. Read on to learn about what drives the clock.But first, here's the simple, straight-forward answerThe $1 rule of thumb is false. A typical Salesforce implementation would cost more. Salesforce offers enterprise-grade software as a service. This rule of thumb misleads users into thinking that it is 'cheap' to use Salesforce.Now, the more complicated, honest answer (generalized)Salesforce implementation can require anywhere from $5,000 to well over $80,000. The investment a company makes in the implementation is a function of several factors. See below (in no particular order). The size of your organizationThis can measured by either the number of users, number of customers or number of transactions that you handle. Typically, bigger operations/organizations will require larger investments in the implementation of Salesforce.The industry your operate inAre you an online retailer? A day spa? A professional blogger? A membership-based not-for-profit organisation? Do you sell goods or services? Some industry or business have more complex sales pipelines than other. Some businesses require deeper customer engagement than other. Here complexity generally drives the clock. The type & complexity of your organization The more complex your organisation (corporate structure, hierarchy, internal procedures, business processes, etc) the more time your implementation team will need to implement Salesforce.Your business objectivesIf you are just looking to track customer in a cloud CRM then implementation will command a lower investment. But if you want to create a personalized customer experience or offer efficient customer service or build a positive customer-advocate community around your brand ... your implementation project will take much longer. There are many more factors that will affect your investment in Salesforce (an investment in your business, really). For example:If you are migrating from another CRMIf your data needs to be cleaned before it can be imported into SalesforceIf you must integrate Salesforce with other applications (e.g. accounting software)If you must integrate Salesforce with other business processesIf you want to implement different features of SalesforceIf you need to define a technology strategy (consulting costs)If you need advanced training (in addition to basic free training)You should also remember that implementation partners or contractors can charge anywhere from $16/hour to over $190/hour. The best way to get an answer to your question is to find a Salesforce implementation partner or contractor and ask them for an estimate. The 'better' teams will do this for free. Perhaps what you really want to know is: What Return On Investment (ROI) should I expect from my Salesforce licences?I hope this helped. If it did, give my answer a bump: Click Upvote !- Ranger Louis | Engineer at CRM Rangers

Well, Salesforce implementation is not a single step process and involves quite expert advice and guidance in order to make it appropriate for your business. Though there are online trainings present, which can help you but if you own an organization and want to implement Salesforce CRM for your business operations, then you can also hire a Salesforce implementation service provider. They can help you in app customization and implementation of Salesforce.It is always said that to get the best result of Salesforce CRM, its proper and appropriate implementation is must. So if you do want to get a result oriented successful Salesforce CRM implementation, then either implement it after getting complete training or hire an experienced and proficient Salesforce implementation service provider.If you hire any service provider, then make sure that they have enough experience of Salesforce implementation and have implemented it in any similar organization as well. You can also check the feedback of their service, before hiring any of them. Today there are plenty of Salesforce implementation service providers available, so choose any of them wisely and implement Salesforce CRM successfully. The consultants have the certified and experienced technical experts so can guide you during and after implementation.

This is a fairly complex question because it depends on what you want to be able to do with it. There are just too many dependents both internally and externally that can impact any amount of time required for implementation. What I mean by that is if you are only looking for the extreme basic functionality that could take a few weeks to turn on, but development cycles and timelines could turn those weeks into months.It would be safe to allocate 3–6 months for just a few features and 1–2 years to getting every aspect, not only up and running, but also customized to your business needs with some automation enabled. That would be around the same time frame regardless of what enterprise cloud you choose.This all should come with a warning that if you do not take some time (typically 2–3 months) up front to strategize how these tools will be leveraged and who will leverage them, along with any potential training caveats; there is high potential to implement the wrong capabilities and require extra development later on. The strategy piece is as important if not more important than the actual implementation. I have been part of enterprise marketing cloud implementations for over 7 years now, and the issues we run into almost always come from a lack of understanding in the strategy of the tools.Be careful when you say “Imagine my business needs all of them” because that can be extremely costly. I always remember that companies focus on maximizing the way they are leveraging their current technology to better understand where the gaps truly are. Then assess each marketing cloud tool as well as internal resource capability, to understand which tools can be invested in today and can be used by your current teams. You may be able to leverage current lower priced tools because you aren’t completely leveraged 100% of them at this time prior to moving to the next level.

A number of billing solutions out their integrate through Api with Salesforce so if I am understanding the question correctly its just about integrating those API and a developer with a good knowledge of Visualforce should be able to do it..

1) Reward 360-Degree Consumer BehaviorMost loyalty programs award purchases only, which is archaic. Loyalty should focus on customers’ 360-degree interaction. Think about your customers’ behaviors and award them for writing a review, connecting with you on Facebook, becoming an email subscriber, posting feedback or a question, etc.2) Give Thought to BrandingA good name can be a game changer when it comes to the popularity of your loyalty program. The name should be tied to your brand, for example: “Macy’s star rewards.” Keep it simple, descriptive and run it through a test group. Try to capture the emotion of your brand; for example, a value-oriented brand naming its loyalty program ‘Dealbucks.’3) Keep it SimpleHow you name your reward points can be a powerful motivator for your customers to collect more points. Keep the name descriptive so customers know exactly what they are earning. Engage your audience by understanding their demographics and the emotional connection they have with your brand.4) Make it Worth Their EffortCustomers won’t be willing to give you their personal information if you don’t make it worth their time and effort. Consider flexible redemption options including exclusive offers, special incentives, account credit, pre-sales, discount codes for stores and third party gift codes.5) How Much Should You Invest?Loyalty programs can increase repeat purchases by an average of 25%. Suppose your yearly revenue is $1 million; 40% of that revenue derives from repeat sales, as per the industry average. Implement a loyalty program, and you will receive 25% of this in incremental revenue. To boost your ROI by four times, you should be prepared to invest around $25,000 in your loyalty program. Alternatively, you should allocate 2.5% of your annual revenue to your loyalty marketing budget.6) Promote. Don’t Irritate.Your loyalty program should be aggressively promoted without being intrusive. Place a link to the program in the top and bottom navigation bars on your site. Display the points that can be earned next to the ‘add to cart’ button on the product pages. Embed a link to the loyalty program in your newsletter to encourage enrollment. As soon as users earn points on your site, notify them with a drop-down animation or send them an email notification to keep them incentivized.Now you have some of the knowledge you’ll need to design a successful loyalty program. Remember, its impact on sales is directly linked to how you recognize and reward every action of your customer. If they’re happy, they will be loyal.