CEPTES Wins APAC Partner of the Year Award 2023 Second Year in a Row

CEPTES Wins APAC Partner of the Year Award 2023 Second Year in a Row

Hold on, 2023! We couldn’t get enough of your wonders.  Before getting over the hangover of our massive victory at the Salesforce Partner Innovation Awards 2023, you showered us more love with another distinguished honor – the Salesforce APAC Partner of the Year Award 2023.    It’s like the year of our dreams – filled with success, recognition, and endless possibilities. And, it’s an incredible feat to receive one of the most prestigious recognitions for the second year in a row.  True, CEPTES is living everyone’s Salesforce dream.  That being said, it’s no longer a dream for us. It’s been two consecutive years since CEPTES has worn the crown of the APAC Partner of the Year Award. Just like any partner of Salesforce, we wished to make it to the list ever since our beginning.  It was our years of hard work, perseverance, and commitment to excellence that paved our path to remarkable recognition for consecutive years. We took tremendous steps in the ISV innovation with two of our advanced product ranges XfilesPro and DataArchiva. While XfilesPro delivers an advanced document management platform combining file management and auto document generation apps for Salesforce, DataArchiva provides a fully-fledged data management platform. With next-gen apps for data archiving, backup and recovery, and seeding for Salesforce, DataArchiva delivers a comprehensive and complete suite to power up your document management experience in Salesforce.  With our applications raising the bar in the Salesforce ISV, we have received back-to-back awards in 2023, which made us fall in love with this year so deeply. We owe this incredible milestone to our employees, partners, and associates for their unwavering determination to our success around the clock. And, we can’t button up this gratitude without giving a tip of the hat to Salesforce for their support and for being our number one cheerleader. Once again, thank you all! Thanks, 2023 for being a significant period in our history. AMARLAL

Everything You Need to Learn About Dreamforce 2023: Major Announcements

Everything You Need to Learn About Dreamforce 2023: Major Announcements

Dreamforce 2023 is done and dusted. The year-long wait for the largest AI event powered by Salesforce served everything that the largest global tech community deserves. With the three days of the event gathered hundreds and thousands of Trailblazers, and through the 1,500 sessions they hosted, the chanting of Data + AI + CRM + Trust was in the air. In this blog, we unpack the highlights of Salesforce’s flagship conference, the top announcements, and how we relished each moment of it. #1. Einstein 1 Platform Salesforce took the global community by surprise through the relaunching of the Einstein 1 Platform. It’s made to showcase the significant enhancements for both Salesforce Data Cloud and Einstein AI capabilities, all of which are seamlessly integrated into Salesforce’s fundamental metadata framework. This trusted AI platform, designed for customer-centric businesses, empowers organizations to securely connect diverse datasets and create AI-driven applications with minimal coding, ushering in innovative CRM experiences. Remember, Everyone is an Einstein Now! #2. Einstein Copilot It was phenomenal to introduce Einstein Copilot as a booster of productivity! Salesforce brought a brand-new, reliable, and readily available conversational AI assistant seamlessly integrated into every application’s user interface. Einstein Copilot enhances productivity by providing real-time assistance to users as they navigate their workflow. It allows them to ask questions using natural language and receive accurate, dependable answers derived from secure, company-specific data sourced from the Data Cloud. #3. Einstein Copilot Studio Within Einstein Copilot Studio, Adminis and other Salesforce professionals wield a unique combination of authority and customization. Here, you have the ability to harness the potential of generative AI to enhance user productivity while maintaining full control over its implementation. Also, you can decide which processes benefit from generative AI and precisely define the scope of prompts to ensure a tailored and effective user experience. Develop prompts that can be reused and are linked to both company and customer data. Prompt Builder: Develop prompts that can be reused and are linked to both company and customer data. Skill Builder: Empower Copilots with additional abilities to serve you. Model Builder: Provide versatility in choosing AI models, which may involve partnerships with Anthropic, Cohere, Databricks, Google Cloud’s Vertex IX, and OpenAI. #4. Free Data Cloud And Tableau Licenses The announcement for free Data Cloud and Tableau Licenses was a game-changer moment for many Trailblazers. The free licenses are now accessible to customers using Enterprise, Unlimited, and Unlimited Plus editions. So, there’s no need for a purchase to access Data Cloud Everywhere, which includes up to 250,000 data service credits. #5. Data Cloud Triggered Flow For years, we have been building automation using Salesforce Flow, typically activated by specific actions like data modifications. However, today, as Data Cloud is seamlessly integrated into the Einstein 1 platform, we can now fuel automation with dynamic data originating from Data Cloud. This includes real-time data as well as data from a multitude of diverse systems. This particular type of Flow initiates when the conditions tied to the Data Cloud Data Model Object (DMO) or Calculated Insight Object (CIO) are accomplished. Wooo… It seems like Dreamforce 2023 was more epic than ever! With major announcements that blew Trailblazers away, DF23 is going to be the talk of the town for some time now. Like every year, the presence of team XfilesPro at Dreamforce 2023 was obtrusive this year as well. And the best part was that followed by last year, we received Salesforce’s Partner Innovation award 2023 just before the DF23 magic began. And, the fun was doubled this time because we were recognized for not one, but two prestigious ISV categories. Industries – Communications (ISV) for the product DataArchiva Emerging Tech – Customer 360 (ISV) for the product 200 OK That was awesome! With the pride of PIA23 and the brimming excitement for the reunion of Trailblazers, we relished the AI-powered innovation at San Francisco. We met with innovation seekers, partners, and customers at the APAC Lounge and paved new paths to a bright future, together. Like any year, Dreamforce has been an experience like no other this year as well. We will cherish the amazing moments we had with the global trailblazer community. Until next time, see you! AMARLAL

REVEALED: The Secret to Success at Dreamforce 2021 with XfilesPro

REVEALED: The Secret to Success at Dreamforce 2021 with XfilesPro

DREAMFORCE IS BACK!!!  Yes, the biggest B2B Salesforce Cloud conference is finally here & this time it’s going to be epic. Dreamforce 2021, Salesforce’s ‘global family reunion’, is scheduled to be held in less than a week, from September 21 through September 23. The event is aimed at bringing the entire Salesforce Ohana, i.e., customers, partners, employees, students, & more, together to give them a fulfilling experience filled with learning, connecting, having fun & giving back to the community.  After the immense success of a completely-reimagined Dreamforce 2020 ‘Dreamforce to You’, hosted in an all-digital manner, Dreamforce 2021 is cited to build upon its success. Bringing together inspirational & immersive in-person experiences (in San Francisco at an invite-only basis) alongside innovative digital experiences, Salesforce is adopting a hybrid approach for Dreamforce 2021.  How to Ace the Dreamforce 2021 Game? Since Dreamforce 2021 is expected to have multiple luminary speakers, customer success stories, & groundbreaking innovation, this is not at all the kind of event that can be attended without proper planning. As a regular Dreamforce attendee, we are sharing some success mantras that can help Trailblazers gain maximum benefit out of Dreamforce 2021.  Plan your Sessions in Advance Because of Dreamforce 2021’s digital approach, there are various important sessions & guest lectures that are jam-packed into 3 days. These include the always-memorable Dreamforce keynote speeches by renowned industry leaders, insightful sessions about latest product innovations, exclusive product demos from Salesforce experts, & several other exclusive episodes. A little research about the session topic & the speaker goes a long way in helping you understand things better. Since it’s very easy to become confused because of the sheer number of sessions, choosing what sessions appeal to you, planning for them in advance, & registering for them is an ideal way to get past the hassles and save time. And don’t worry if two of your favorite sessions are happening simultaneously. All of the Dreamforce content will be available as on-demand content on Salesforce+ before, during and after the event.  Prepare for Dreamforce Keynotes Keynote speeches are one of the biggest inspirations during Dreamforce events. Every year some of the biggest industry leaders share their experiences with everyone & major product announcements are made during the keynote. Like previous Dreamforce events, Marc Benioff, Chairman & CEO of Salesforce, will take center stage & address the keynote session along with special guest speakers from Daimler & Mercedes-Benz and ENGIE group.  Since this is one important session you definitely shouldn’t miss, don’t forget to register for it beforehand & prepare your calendar in advance. And though this session will also be available on Salesforce+ later on, it’s always recommended to attend the keynote session live, so prepare your schedule accordingly.     Register for Salesforce+ Salesforce+ is Salesforce’s recently-launched ‘Netflix-like’ digital streaming service where Trailblazers can enjoy compelling live & on-demand content, like original series, podcasts, live experiences, etc, pertaining to every role, industry, & topic. And all of this is completely free to access! Moreover, Salesforce+ can give virtual attendees, like you, a chance to experience more personalized content that can be tailored to your needs. So don’t forget to become its member to enjoy a front-row seat-like experience during Dreamforce 2021 as well as later on.  Some Time for Fun & Celebration Each year, Dreamforce has plenty to offer in terms of fun & celebrations. In the past, when the event was held in person, popular bands & performers like Metallica, Bruno Mars, Alicia Keys, U2, & more have performed here; all benefiting UCSF Benioff Children’s Hospitals. And now when Dreamforce 2021 is going to be virtual, you can be rest assured that the fun still won’t stop. Though Salesforce hasn’t revealed who they have in store for this year’s celebration, you can expect an experience of a lifetime. So don’t forget to take some time off from your regular sessions to enjoy a relaxed time. Avail Exciting Product Offers  Much like all the other Trailblazers, we are quite excited about Dreamforce 2021 as past Dreamforce events were great for us where we launched our suite of Salesforce data management applications. First it was the Dreamforce ‘18 launch of DataArchiva (the ONLY native Salesforce data archiving solution), followed by the Dreamforce ‘19 launch of DataConnectiva (external Salesforce data archiving solution) & lastly the Dreamforce ‘20 launch of DataBakup (Salesforce data backup & recovery solution). And this year, XfilesPro is offering personalized, one-on-one demo sessions with its file management experts; totally free of cost. Not only this, another one of our other flagship products, DataArchiva, is organizing a ‘Scratch & Win’ contest where Trailblazers can avail exciting product offers & discounts. So stay tuned to our social media handles for some more amazing product announcements as we bring to you all the live-action from Dreamforce 2021. Also don’t forget to register for Dreamforce 2021 & be part of this grand Salesforce celebration. AMARLAL

WEBINAR DIGEST: Integrating Salesforce & SharePoint using XfilesPro

WEBINAR DIGEST: Integrating Salesforce & SharePoint Using XfilesPro

Our much-awaited webinar session has finally happened and right off the bat we would like to thank everyone for the phenomenal response we received. The session was housefull and the response is incredible. But even the people who missed attending the live session can reap the rewards. For their benefit, we bring this article which will quickly walk them through everything that went down in the event. The webinar was aimed at discussing the intricacies of executing Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. The action-packed 30 mins long discussion began with our Sales Head, Rakesh N Rao shedding some light on the various key advantages of using external storage systems as means of replacing the primary Salesforce file storage.  Not only does the use of external storage systems help in overcoming the limitations of native Salesforce file storage but it also has other benefits like file storage optimization & storage costs reduction. Followed by this, he moved on to discussing why the XfilesPro application is the most optimal solution when it comes to integrating different external storage systems with the native Salesforce application.    He also mentioned some of the premium cloud-based storage solutions as well as the on-premise storage options that can be integrated using XfilesPro. Followed by this, he moved on to explaining why SharePoint storage is the #1 option when it comes to document management and actualizing an efficient file management strategy in Salesforce. Subsequently, our Product Consultant, Vedant Srivastava took over and gave everyone a quick demo of XfilesPro & how it can be set-up in the Org. If you wish to see the slideshare presentation of the webinar, please visit: During the course of the webinar, he also showcased three customer use cases belonging to the industry leaders from the logistics, educational & media industry & highlighted their specific Salesforce file management challenges. He also explained how each one of them addressed those challenges through efficient SharePoint integration using XfilesPro & what benefits they achieved.   Towards the end of the insightful session, our Salesforce file management experts quickly summarized the advantages of using XfilesPro & how it can help Salesforce enterprises harness the untapped power of SharePoint. Following this, they answered a few of the questions posed by the webinar attendees after which the session was successfully concluded.   Here is the full recap of the webinar session: There is a lot more in stock for our Salesforce customers as new and exciting webinars are planned for the coming months. Please follow us on our social media handles for latest updates about the upcoming webinars.  AMARLAL

WEBINAR: Carrying out SharePoint & Salesforce Integration using XfilesPro

WEBINAR: Carrying Out SharePoint & Salesforce Integration Using XfilesPro

With new technical advancements cropping up each day, it becomes imperative for organizations to keep on updating themselves to maintain an edge over their competitors. For companies, their voluminous amount of files and attachments pose a great threat in achieving a streamlined file management experience. With Salesforce CRM being introduced in the market, companies now receive additional assistance in managing their business operations.  But even while using this platform, the challenges with managing the files remain tedious and never-ending. If your Salesforce organization is also looking for a solution to your file management woes, then may we suggest having a crack at using SharePoint storage. Steadily emerging as one of the most popular document management and storage platforms today, SharePoint is already being used by a huge chunk of Fortune 500 companies.  Using SharePoint’s exceptional storage, retrieval, searching, archiving, tracking, and file management features, your company can easily overcome the issues related with limited Salesforce file storage and high additional storage costs. By opting for a collaboration between these two platforms, your company can generate more leads, make better-informed decisions, and drive home success and growth.  In this direction, we are hosting a live webinar in the upcoming month which will focus on the several intricacies of carrying out the Salesforce-SharePoint integration with the intelligent use of the XfilesPro application. Our webinar ‘Integrate SharePoint & Salesforce using XfilesPro- An Advanced File Management & Collaboration Solution for Salesforce’ is happening on 4th March, Thursday at 11 AM EST. In this webinar, we’ll discuss the key advantages of using external storage systems, like SharePoint, as means for actualizing an efficient file management strategy in Salesforce in order to better manage the file storage. We will also shed some light on the crucial role played by XfilesPro in carrying out this integration in a completely seamless and hassle-free manner as well as some of the important use case scenarios of the past. So don’t miss out on this exciting opportunity to take your Salesforce file storage to greater heights and entirely revamp your file management experience. Register for our upcoming webinar here and reserve your spot today. Date: 4th March, Thursday Time: 11 AM EST      9:30 PM IST   AMARLAL

Dreamforce to You 2020: For Everyone, From Anywhere – Get Ready for a Whole New Experience

Dreamforce to You 2020: For Everyone, From Anywhere - Get Ready for a Whole New Experience

This past year, the world has changed drastically, same as the Salesforce Dreamforce event. Dreamforce, the biggest B2B Cloud carnival of the year is finally here and this time, it is coming to you.. to your city.. to your home. Trailblazers from around the globe will meet once again, albeit virtually. Even the global pandemic restrictions aren’t going to dilute this year’s event’s fun, learning, and innovation and we are all set to be part of this grand fiesta.  Dreamforce ‘20 Personalized For You  For the first time ever, Dreamforce 20 will organize plenty of high-level personalized meetings which will shed light on the role of Salesforce Customer 360 and how the platform can be tailored to meet the business needs. Starting from 9th November, experts will reveal how different departments can be connected to offer a single source of truth and will enable organizations to deliver exceptional customer experiences from anywhere. The Inspiring Keynote by Marc Benioff  Salesforce CEO Marc Benioff, accompanied by the special guests from the State of Rhode Island, AT&T, and Bentley Motors, are scheduled to address the attendees on 3rd December. They will share various inspirational stories about the learning and success of Salesforce users in this challenging year. During the keynote, Trailblazers from around the globe will also celebrate the success of leading companies in the new work-from-anywhere scenario. Marc will also showcase new-age digital innovations such as Salesforce Customer 360 that have been transforming enterprises everywhere.  The First Ever DreamTX Event Over a period of four days, from 15-18th December, Dreamforce will organize DreamTX when the entire Ohana will come together. This event will be dedicated to all-round learning with personalized content, insightful demos, and innovative guest sessions. With the promise to have ‘something for everyone’, DreamTX will offer insights to users from every line of business and every industry. It will also have powerful stories of how successful companies worked during the pandemic and the superpower of Customer 360. Users can also share their knowledge with other Trailblazers and be entertained by some surprise guests. Down the Dreamforce Memory Lane with CEPTES Software  Over the course of previous Dreamforce events, we have always maintained the focus on XfilesPro in addition to our other solutions, DataArchiva and DataConnectiva. Through them we have met new people, we found customers and partners, but most importantly we learned that which made us what we are today. Being a regular Dreamforce attendee, we have also taken part in customer success expos where we showcased all our flagship solutions. We can proudly say that we secured many of the customers for XfilesPro from these Dreamforce events who use it to take care of their file management and external collaboration needs.  ‘Dreamforce to You 2020’ with XfilesPro The XfilesPro team is totally cranked up for the biggest cloud carnival of this year. As we actively participate in ‘Dreamforce to You 2020’, we promise to bring all the live actions, news, and announcements about the event to you. Do join us for some amazing product announcements about XfilesPro that are sure to completely revamp your file management experience in Salesforce.  To make your Dreamforce 2020 memorable, we have launched a ‘Wheel of Fortune’ contest. A plethora of exciting product offers and deals can be availed by spinning the wheel and trying out your luck. So, what are you waiting for? Give it a whirl here.  Something Big Is About to Happen DataArchiva in 2018 DataConnectiva in 2019  So, what’s next?  During the last two Dreamforce events, we have been introducing new products. And we intend to keep the journey going this year as well. Even the COVID-19 pandemic could not hamper our product innovation and we are all set to introduce yet another solution that will help Salesforce enterprises address their end-to-end data management requirements. After the immense popularity of our data archiving options, both native and external, we proudly introduce our enterprise data backup solution for Salesforce. Stay tuned for more updates. Not signed up for Dreamforce yet, don’t miss out on all the fun & learning opportunities. Sign up now. AMARLAL

Community Cloud ⇆ Experience Cloud: How is this switch important for you

Community Cloud ⇆ Experience Cloud: How is this switch important for you

The exigency to create a digital presence has never been so high as is during these changing times. The COVID-19 pandemic has revealed certain things about the digital transformation. First, that digital experience is crucial for a business’ survival, and second, that end-users expect easy and intuitive online interaction with companies. This interactive digital experience offered by the companies is what connects the customers to the digital transformation, thereby empowering them to engage further and take action themselves.  Keeping this need for digital transformation in mind, enterprises must focus on certain factors that are pivotal in making this leap into an all-digital world: Firstly enterprises must pay attention to gaining customer experiences, getting them to the market quickly, and then aligning them with the changing market trends.  Secondly the customer interactions must be kept as personalized and actionable as possible, which is directly linked to the ease of business processes that empower customers to take action. Finally, a consistent ecosystem must be ensured across a multichannel customer journey so as to facilitate better customer retention.  Owing to these requirements, Salesforce came up with the idea of revamping and relaunching the Community Cloud as the Experience Cloud mission and roadmap. The Experience Cloud is a digital experience platform that supports enterprises in quickly building inter-linked CRM-powered digital experiences for their customers, partners, and employees. Loaded with features from the Salesforce CMS, the Experience Builder, and several prepackaged apps, the Experience Cloud allows companies to create and deliver personalized content across different websites, portals, mobile apps, and storefronts.  With Experience Cloud, organizations can quickly and easily build websites, mobile applications, and other such digital touchpoints in order to engage their customers and digitize business processes so as to move ahead in the online-first world. Customers stand to gain a competitive edge over their rivals because they can launch fast, connect every experience to data, and tie everything together across a seamless customer journey. Experience Cloud is also a part of the newly introduced Salesforce ‘Digital 360’, along with other existing components within the Salesforce Customer 360 platform, namely Marketing Cloud and Commerce Cloud. Altogether these components help market leaders in transforming their customer engagement and accelerating growth in this digital, work-from-anywhere world. It gives customers a scalable and data-driven source for personalizing their customer experiences, right from marketing emails and timely ads to online shopping and curbside pickup.  XfilesPro helps Salesforce customers having community portals, manage their community user generated files to store in external systems in order to optimize their native file storage with seamless collaboration. To know more, please get in touch with us. AMARLAL