Monthly Archives

  • Egnyte App

    Egnyte is a software company that provides a cloud platform for enterprise file synchronization and sharing [1] as well as content and data governance for business customers. It offers storage, collaboration, and sharing capabilities using a cloud infrastructure, and users can access files from on-premises and cloud environments.

    The Egnyte Content Services Platform emphasizes specific areas of enterprise content management:

    • Content governance
    • Compliance
    • Content intelligence
    • Remote working
    • Cloud storage
    • Comparison of file synchronization software
    • Content management
    • File sharing
    • Hybrid cloud
    • On-premises software

    Features of Egnyte App :

    • Data Security
    • Regulatory Compliance
    • Business Process
    • Platform APIs
    • User Access
    • Lifecycle Management

    Egnyte for Salesforce makes it easy to access and share business files in Salesforce with no limits to storage capacity or file size.You can easily upload files such as datasheets, videos, and presentations from within your agents’ Salesforce portals.Access rules are enforced consistently, whether users access files in Salesforce or directly through Egnyte.

    Key Features and Considerations:

    • Collaborate with team members, even if they are not Salesforce users.
    • Organize files using folders and sub-folders within the Salesforce hierarchy.
    • Supports Leads, Cases, Accounts, Contacts, and Opportunities, Campaigns as well as any custom Salesforce objects.
    • Files progress when leads are converted to opportunities through the sales pipeline.
    • Notes & Attachments in Salesforce can automatically be uploaded to corresponding record folders in Egnyte.
    • Admins can create folder / sub-folder templates for new Leads, Cases, Accounts, Contacts, Opportunities, Campaigns, or custom Salesforce objects.

    The Salesforce integration is only available for:

    • Customers using Salesforce Group, Professional, Enterprise, or Unlimited editions.
    • Customers who have purchased Salesforce Integration licenses for their employee users.
    • Your Administrators and Power Users (employees). The integration is not available for Standard Users except for the Salesforce communities feature.

    How it Works:

    You’ll see an Egnyte window in the page layout of any objects you have chosen to integrate with (e.g., leads, accounts, etc). Integrating with an object’s page layout involves adding the Egnyte Canvas App to the page layout.

    Once a record is linked with Egnyte, the content associated with it will be accessible through any Egnyte access point (Web UI, mobile apps, Desktop App, etc). Finally, Egnyte’s integration follows the standard Salesforce flow when converting leads to opportunities. Any files you’ve attached to a lead will be copied to the corresponding folder of the opportunity, or the parent account if you choose not to create an opportunity.

    Salesforce Classic :

    • Scroll down until you see the Egnyte section. You may need to expand it by clicking on the arrow next to it. 

    Add My Egnyte tab in Salesforce Classic :

    1. Click the plus (+) icon and select customize My Tabs.

    2. Select My Egnyte from the Available Tabs list, click the Add icon, and Save.

    Salesforce Lightning Experience :

    • Click on the Details tab.
    • Scroll down to the Egnyte section and expand it.

     The widget uses an embedded view of Egnyte’s web interface that allows all the actions that our Web UI allows (drag and drop, creating upload links, managing folder permissions, etc.).

    AAdd My Egnyte tab in Salesforce Lightning Experience

    1. Click the App Launcher icon.

    2. Type My Egnyte in the search bar and click My Egnyte under All Items.

    Once you visit a record page with the Egnyte embedded view, a folder will be created in Egnyte and the record will automatically be linked to the folder. 

    The folder will be available in Egnyte under the folder in your shared directory. Any content you add through Egnyte will appear at the record level in Salesforce.


    Power BI is a business analytics service by Microsoft. It aims to provide interactive visualizations and business intelligence capabilities with an interface simple enough for end users to create their own reports and dashboards.

    Microsoft Power BI is a business intelligence platform that provides nontechnical business users with tools for aggregating, analyzing, visualizing and sharing data. Power BI’s user interface is fairly intuitive for users familiar with Excel and its deep integration with other Microsoft products makes it a very versatile self-service tool that requires little upfront training.

    With Power BI, you can easily connect to your account. With this connection, you can retrieve your Salesforce data and have a dashboard and reports automatically provided.

    • A free version of Power BI is intended for small to midsize business owners.
    • A professional version called Power BI Plus is available for a monthly subscription fee.

    Key components :

    • Power BI Desktop
    • Power BI Service
    • Power BI Mobile Apps
    • Power BI Gateway
    • Power BI Embedded
    • Power BI Report Server
    • Power BI Premium
    • Power BI Visuals Marketplace

    Common uses of Power BI :

    • Microsoft Power BI is used to find insights within an organization’s data.
    • Power BI can help connect disparate data sets, transform and clean the data into a data model and create charts or graphs to provide visuals of the data.
    • All of this can be shared with other Power BI users within the organization.
    • The data models created from Power BI can be used in several ways for organizations, including telling stories through charts and data visualizations and examining “what if” scenarios within the data.
    • Power BI reports can also answer questions in real time and help with forecasting to make sure departments meet business metrics.
    • Power BI can also provide executive dashboards for administrators or managers, giving management more insight into how departments are doing.
    • Microsoft Power BI is used by both department reps and management, with reports and forecasts created to aid sales and marketing reps.
    • Also providing data for management on how the department or individual employees are progressing toward their goals.
    • In addition, Power BI offers an admin portal for administrators to help configure the implementation of Power BI, as well as usage monitoring and licenses.

    Key features of Power BI :

    • Artificial Intelligence
    • Hybrid deployment
    • Quick Insights
    • Common data model
    • Cortana integration
    • Customization
    • APIs for integration
    • Self-service data prep
    • Modeling view

    How to connect Power BI with Salesforce:

    1. In Power BI, select Get Data at the bottom of the nav pane.

    2. In the Services box, select Get.

    3. Select Analytics for Salesforce and select Get.

    4. Select Sign In to start the sign inflow.

    5. When prompted, enter your Salesforce credentials. Select Allow and let Power BI access your basic Salesforce information and data.

    6. Configure what you’d like to import into Power BI using the drop-down option:

    Dashboard: – Select a predefined dashboard based on a persona (such as Sales Manager). These dashboards retrieve a specific set of Salesforce standard data, which doesn’t include custom fields.

    Reports: – Select one or more custom reports from your Salesforce account. These reports match your views in Salesforce and can include data from custom fields or objects.

    7. Select Connect to begin the import process. During the import, you see a notification showing the import is in progress. When the import is complete, you see a dashboard, report, and dataset for your Salesforce data listed in the nav pane.

    Included within Power BI are several components that help users create and share data reports.

    • Power Query: a data mashup and transformation tool
    • Power Pivot: a memory tabular data modeling tool
    • Power View: a data visualization tool
    • Power Map: a 3D geospatial data visualization tool
    • Power Q&A: A natural language question and answering engine