Dedupe with Metaphone and Google Maps

Litmus Test to Identify Duplicates Have you bought tool to identify,remove or prevent duplicate contacts, leads etc? This is how you can test if it is worth it’s money. Enter two contacts: 1. Marc Foreman, 139 E. Lancaster Ave. Radnor PA. and 2. Mark Phoreman, 139 East Lancaster Avenue, Wayne Pennsylvania. Now enter duplication criteria […]

Phonetic Search for duplicates in Salesforce.com

Introduction Phonetic search is basically searching for terms which may be spelled differently but have similar pronunciation. Though phonetic search is quite common requirement, searches are often implemented in term of an exact match criterion with wildcards. I think if there is any application which must have phonetic search then it is CRM. Why? Because […]

Preventing Duplicate Records in Salesforce.com

Duplicate Leads, Contacts and Accounts is a major issue hampering quality and productivity of Salesforce.com data. System Administrators would love to handle it by making configuration changes such as making a field Unique and Required. But unfortunately this is not that easy. It is very rare that a record is duplicate based on a single […]

Securing Web2Lead

Salesforce.com provides a very useful feature called Web2Lead to enable Lead generation via a web page. When you enable Web2Lead, Salesforce generates an HTML code as follows: This is an HTTP Post Request sent to servlet having a URL https://www.salesforce.com/servlet/servlet.WebToLead. Notice that there is no authentication performed. So how does this servlet know that the […]

Developing OAuth 2.0 Library with Apex – Day 3

This is the third and final part of the series Developing OAuth 2.0 Library with Apex. After this one should be ready to actually make calls to any 2.0 compliant provider such as Facebook, Klout ,Dropbox and many more. If you recall, OAuth authorization is a 2 step process and needs a user interface or […]

Developing OAuth 2.0 Library with Apex – Day 2

Let us continue to develop our Apex library for oAuth 2.0. The general flow is as follows: The abstract flow illustrated in the figure above describes the interaction between the four roles and includes the following steps: (A) The client which is an Apex class requests authorization from the resource owner who is a Salesforce user […]

Developing OAuth 2.0 Library with Apex – Day 1

Before diving into actual development of code let us revise what OAuth is and what is the difference between version 1.0 and 2.0. OAuth stands for Open Authorization and was released in 2007. Since it’s release, it has become a mainstay in web services and social sites arena. Led by giants such as Facebook and […]

Predicting Marketing Campaign with R

In my last blog I created a mechanism to fetch data from Salesforce using rJava and SOQL. In this blog I am going to use that mechanism to fetch ad campaign data from salesforce and predict future ad campaign sales using R Let us assume that Salesforce has campaign data for last eight quarters. This […]

R and Salesforce

Introduction R is widely used among scientists and statisticians to perform statistical analysis while Salesforce.com is one of the leading CRM software packages used for Marketing and Salesforce automation. Salesforce.com contains vital information regarding Leads, Customers, Contacts, Opportunities and Cases. Currently this data is mainly used for operational purposes by Sales and Marketing professionals. How […]

Salesforce.com and Analytics

Salesforce.com has become one of the most successful cloud applications. I am quite astounded by it’s mega hit penetration into myriad of industries. It is being used by leading organizations not only to implement their customer relationship management system but also to develop their own applications running on cloud. But complete absence of meaningful analytical […]