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Salesforce IoT Insights Could Turbocharge Field Service

The new tool permits signals from Internet of Things devices to show up directly on Salesforce Service Cloud and Field Service Lightning mobile app consoles, alongside CRM data.

Service organizations can draw on those IoT signals to anticipate and diagnose issues remotely, determine the source of the problem, and dispatch field service agents with the right skills and equipment to address the problem.

Adding IoT Insights to Field Service Lightning also lets businesses reduce administrative work — a cost center — and focus on higher-value projects, such as solving a customer’s problem. Users can set rules to trigger the creation of a case automatically, and deploy an immediate response when IoT signals indicate a malfunction.

«Combining IoT with CRM lets our customers see device status in context to their customer relationship — alongside warranty information, past purchase history, and other information — all in a single dashboard,» Paolo Bergamo, general manager of Field Service Lightning at Salesforce, told CRM Buyer.

IoT has revolutionized field service in many respects, but the Internet of Things is still in its early stages, and much remains to be done.

IoT Insights «should reduce costs and increase customer loyalty and repeat sales, because it connects companies more tightly with the solutions they sell, which makes those solutions more reliable,» noted Rob Enderle, principal analyst at the Enderle Group.

«In addition, the data collected should result in better targeted IoT devices over time,» he told CRM Buyer.

An IoT project must have connected devices, data processing, and a way to put digestible data into users’ hands, said Rebecca Wettemann, VP of research at Nucleus Research.

«I’ve been hearing the same IoT stories for about three years from a lot of vendors,» she told CRM Buyer, but «very few vendors are delivering on the third part without a very large consulting or systems integrator bill.»

Salesforce «brings data in an app in context to drive more proactive and productive field service,» Wettemann noted. «It’s actually a SKU customers can buy that puts IoT data into the hands of a user so they could actually get value from it.»

IoT Insights is available now through the Salesforce IoT Explorer and Explorer Plus licenses. Pricing depends on the number of devices connected and the amount of data processed daily.

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IoT in Field Service

Salesforce is not the first company to add IoT capabilities to field service. Enough companies have taken this direction to spur conferences on the topic, both in the United States and Europe.

Microsoft has published instructions online for companies to build their own IoT field service solution.

«We may not be the first to offer IoT capabilities, but what makes our IoT Field Service offering different is that we’re combining IoT with the world’s No. 1 CRM, and with business processes,» Bergamo said.

«It’s amazing to me how many companies are still pretty primitive in the way they manage field service,» Wettemann remarked. «There is a lot of opportunity in the field service market, as fewer than 10 percent of companies have reached optimal maturity in their use of technology.»

The move «opens up the ability for [Salesforce] to provide revenue streams for its customers that connect field service, as more and more equipment and devices get instrumented,» said Dion Hinchcliffe, principal analyst at Constellation Research.

«That practically sells itself, and could drive significant growth for Salesforce in what is absolutely going to be one of the biggest networking trends in history,» he told CRM Buyer.

Salesforce launched Field Service Lightning in 2016, and Gartner ranked it as a Challenger in its 2017 Gartner Magic Quadrant for Field Service Management.

The Size of the Market

Salesforce’s move was influenced by Gartner’s prediction that there would be 20.4 billion connected things by 2020.

«If we use a broad definition, which we should, as anything that is connected to a network [is] qualified, we actually see a number closer to 30 billion, given the sheer number of devices with IP addresses in the home now,» Constellation’s Hinchcliffe pointed out.

These include smart home gadgets, mobile phones, tablets, Alexa devices, media streamers, TVs, wearables and Bluetooth devices.

There are even more connected devices in businesses, Hinchcliffe said. «Averaging just 4.5 connected devices per person on the planet, across the home and workplace, actually seems low when you analyze it like this.»

All these devices will require reactive — and sometimes even proactive — services, though those requiring field service will be a smaller subset.

«You need high-value devices on the order of (US)$1,000 or more before field service makes sense,» Hinchcliffe pointed out.

Still, that «gives you perhaps 5 percent of all connected devices — home, business and industrial, or about 1.5 billion by 2020 — for which the Salesforce IoT Insights for Field Service would have an addressable market,» Hinchcliffe pointed out. «This is worth going to market for.»

The market would be worth $20 billion in 2020, «but this will skyrocket to as much as $60 billion just three years later,» he predicted.

Salesforce’s decision to combine IoT with field service and CRM will open up new opportunities for the company, Bergamo said.

«For example, IoT signals could automatically lead to replenishing of consumer goods, or indicate cross-sell or upsell opportunities in a commercial use case — when a product is nearing end of life, for example,» he explained. «That would see a signal automatically sent to a salesperson.»

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Free Personal Finance Apps You Can Take to the Bank

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Today’s Linux platform accommodates a number of really good financial applications that are more than capable of handling both personal and small-business accounting operations. That was not always the case, however.

Not quite 10 years ago, I scoured Linux repositories in a quest for replacement applications for popular Microsoft Windows tools. Back then, the pickings were mighty slim. Often, the only recourse was to use Microsoft Windows-based applications that ran under WINE.

Classics and Fresh Faces

The best of the Linux lot were GnuCash, HomeBank, KMyMoney and Skrooge. In fact, depending on the Linux distro you fancied, those four packages often comprised the entire financial software lot.

In terms of features and performance, they were as good as or better than the well-known Microsoft Windows equivalents — MSMoney and Quicken. Those Linux staples are still top of the class today. Their feature sets have expanded. Their performance has matured. However, Linux users now have a few more very noteworthy choices to chart their personal and small business financial activities.

In a change of pace from the usual Linux distro reviews, Linux Picks and Pans presents a roundup of the best financial apps that make the Linux OS a treasure trove for your financial needs. These Linux apps are tools to handle your budget, track your investments, and better organize your record-keeping. At a bare minimum, they will help you become more aware of where your money goes.

One development with the growing catalog of money management software for Linux users is the cost factor. Just because an application runs on Linux does not mean it is free to use. The lines have been blurring between open source products and Linux packages with free trial periods or reduced features unless you pay to upgrade. This software roundup includes only free, open source products.

If you are looking for an app only to track your checking and savings accounts, you will probably find the applications in this roundup a bit too advanced. For maintaining your bank account registers, you can find a variety of spreadsheet template files for LibreOffice Calc and Microsoft Excel on the Internet. Yes, you can get Microsoft Office apps for Linux now! They are cloud-based, and you need a Microsoft log-in such as a free Outlook.com mail account.

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Cash In with GNUCash

GnuCash is an advanced financial program and one of the few money apps that an accountant using Linux would relish. It is a powerhouse personal and small business finance manager. It comes with a steep learning curve, though.

It is a double-entry accounting system. GnuCash tracks budgets and maintains various accounts in numerous category types. It has a full suite of standard and customizable reports.

GnuCash has the look and feel of a checkbook register. Its GUI (graphical user interface) is designed for easy entry and tracking of bank accounts, stocks, income and expenses. The easiness ends there, however, if double-entry accounting is not your comfort zone.

If you do not have an appreciation for formal accounting principles, be sure you spend considerable time studying the ample documentation. Learning to use GnuCash is not overly difficult. It is designed to be simple and easy to use. Its core functions, though, are based on formal accounting principles.

For business finances, GnuCash offers key features. For instance, it handles reports and graphs as well as scheduled transactions and financial calculations. If you run a small business, this app will track your customers, vendors, jobs, invoices and more. From that perspective, GnuCash is a full-service package.

There is not much that GNUCash cannot do. It handles Check Printing, Mortgage and Loan Repayment, Online Stock and Mutual Fund Quotes and Stock/Mutual Fund Portfolios. Create recurring transactions with adjustable amounts and timelines. Set an automatic reminder when a transaction is due. Or postpone a scheduled payment without canceling or entering it before the due date.

The latest stable release of GnuCash is version 3.3. Most Linux distributions come bundled with a version of GnuCash. Often, it is not the most current version.

Feel at Home with HomeBank

Compared to GnuCash, HomeBank is a much easier personal accounting system to use. It is designed for analyzing your personal finance and budget in detail using powerful filtering tools and charts, and for those purposes it is an ideal tool.

It includes the ability to import data easily from Intuit Quicken, Microsoft Money or other software. It also makes importing bank account statements in OFX/QFX, QIF, CSV formats a snap.

Also, it flags duplicate transactions during the import process and handles multiple currencies. It offers online updates for various account types such as Bank, Cash, Asset, Credit card and Liability. It also makes it simple to schedule recurring transactions.

HomeBank is more than a simple ledger program. It uses categories and tags to organize transactions.

For example, this app handles multiple checking and savings accounts. Plus, it automates check numbering and category/payee assignment.

HomeBank can schedule transactions with a post-in-advance option and makes creating entries easy with transaction templates, split-category entries and internal transfer functions. It also offers simple month or annual budget tracking options, and has dynamic reports with charts.

The current version is 2.2, released Oct. 10, 2018.

Welcome Uncle Skrooge

Skrooge resembles Quicken with its dashboard-style graphical user interface, or GUI. It looks less like a banking ledger. The design is much more user-friendly. Skrooge goes where the other financial apps don’t.

The tab structure gives Skrooge a more appealing look and feel. Each task — such as filtered reports, ledger entry and dashboard — remains open as a tab line along the top of the viewing windows under the menu and toolbar rows. This keeps viewing open tabs one click away to see the Dashboard, Income vs. Expenditure report, various pie categories, etc.

Skrooge is no slouch when it comes to features. One of its strong points is the ability to grab data from other money applications so you do not have to set it up from scratch.

It imports QIF, QFX/OFX and CSV formats. It can handle exports from KMyMoney, Microsoft Money, GNUCash, Grisbi, HomeBank and Money Manager EX.

Other features include advanced graphical reports, tabs to help organize your work, infinite undo/redo even after a file is closed, and infinite categories levels. You also get instant filtering on operations and reports, mass update of operations, scheduled operations, and the ability to track refund of your expenses.

Skrooge also automatically processes operations based on search conditions and handles a variety of currencies. It lets you work with budget formats and a dashboard.

The latest stable version is version 2.16.2 released on Nov. 4, 2018.

Easy KMyMoney Doubles Down

KMyMoney makes using double-entry accounting principles. It could very well be the Linux version of Quicken that actually is easier to use.

The user interface has a look and feel that is familiar and intuitive. This money manager is one of the original made for Linux.

The KDE community developed and maintains this money manager app. Although it is a part of the KDE desktop, KMyMoney runs fine in most other Linux desktop environments.

It supports different account types, categorization of expenses and incomes, reconciliation of bank accounts, and import/export to the «QIF» file format. You can use the OFX and HBCI formats for imports and exports through plugins.

What gives KMyMoney an edge, at least where usability is concerned, is its friendly user interface. It is a comprehensive finance-tracking application that does not require an accounting degree to use effectively.

Even if you have no prior experience with money management software, KMyMoney is a win-win solution. The interfaces used in most other Linux finance and banking tools are much more cumbersome. KMyMoney has a much lower learning curve.

KMyMoney is a capable and useful tool for tracking bank accounts and investment results. Not much effort is needed to set it up and learn to use it efficiently.

Oddly, it is as if the Linux version is a separate product. You cannot get it from the main website. The Linux version is available on Sourceforge.net.

The latest release is version 4.6.4. Get KMyMoney here.

Grisbi Masters Simple Entry Accounting

Grisbi Finance Manager is functional and uncomplicated. It is an ideal personal financial management program.

Much of the credit for that assessment is due to the accounting entry method that relies on debiting one account and crediting one account. It is populated with an impressive set of home finance features, including support for multiple currencies.

The feature set focuses on best practices for handling Accounting, Budgeting and Reporting. You can create multiple unlimited accounts, categories and reports.

One of the essential features that work is Grisbi’s clear and consistent user interface. Another design feature that makes Grisbi work so well is its customization. You can tailor transactions lists, trees, tabs, and a lot more to your use.

Grisbi uses a tab-based interface for its menu system. This makes the controls easy to operate. It is built around using multiple accounts, categories and transactions. You can back up and archive your records effortlessly, and use the built-in scheduler and file encryption tools.

Importing and exporting data has an Achilles’ heel: You cannot export to non-QIF and non-CSV formats. Real-time updating is a drawback as well. You can’t. There is no local help file, and an account is unrecoverable if the user forgets the password.

My only real complaint about using Grisbi is the unnecessary challenge to learning how to get the most out of it. Do not bother downloading the 259-page Grisbi manual unless you are fluent in French. For speakers of other languages, that makes for a steep learning curve. You are totally on your own.

The current stable edition of Grisbi is version 1.1.93, released in December 2017.

Buddi Does It Simply

If you crave simplicity but demand budgeting awareness from your money management software, Buddi could be the hands-down banking tool for you. It is a personal finance and budgeting program.

Buddi ignores the complications of other features that make more in-depth money applications harder to use. It is aimed at users with little or no financial background.

Buddi’s user interface is based on a three-tab concept built around your accounts, your budget and your reports.

Buddi runs on any Linux computer with a Java virtual machine installed. The only drawback with this software is its legacy nature. The latest version, Buddi 3.4.1.14, was released on Jan. 14, 2016.

Use Money Manager EX for Lightweight Reliability

Money Manager Ex is easy-to-use personal finance software. Use it to organize your non-business finances and keep track of where, when and how your money goes.

Money Manager includes all the basic features you need to get an overview of your personal net worth. It helps you to keep tabs on your checking, credit card, savings, stock investment and assets accounts.

You can set reminders for recurring bills and deposits. Use it for budgeting and cash flow forecasting. Create graphs and pie charts of your spending and savings with one click.

Two factors make this application an unbeatable personal finance tool. You do not have to install Money Manager EX. Instead, run it from a USB drive. It uses the nonproprietary SQLite Database with AES Encryption.

Several features make Money Manager EX intuitive and simple. It has a wizard to simply create accounts and start to use the program. You can use multiple currencies for each account to have more flexibility.

Categories tell you the reason for an expenditure or income received. Clear displays show all expenses and income. You can divide and highlight them with different status indicators. You can search, filter and sort by every field to have a clear understanding of bank accounts at any time.

Special transactions can be set up in order to have the transaction entered into the database at some future date. They generally occur at regular intervals based on a schedule.

Budgeting and Asset tracking are easy to do with Money Manager Ex. You can undervalue or increase every asset value by a specific rate per year, or leave them unchanged. It is a snap to set up a budget for any time interval.

One of the best features in this lightweight money management application is the ability to store all related documents to every element type (transaction, account, asset) so you always have quick access to invoices, receipts and contracts.

The latest stable release of Money Manager EX Desktop is 1.3.3.

Bottom Line

These seven money manager applications for Linux offer a wide range of features and user interfaces. Some are good starting products for users with little or no experience with this category of software. Other titles give you all of the tools to manage your household and your small business.

I deliberately avoided ranking these Linux products. I also suspended the usual star rating for each one in this roundup. All of them share two things in common. They are all free open source applications. They are all stable and very workable, depending on your money-tracking and management needs.

Some of them are easy to set up and use. Others are more involved and can be frustrating if you are not familiar with accounting procedures.

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Trailhead, Salesforce’s Not-So-Secret Weapon

Salesforce has used its Trailhead learning system to teach developers how to program on its Lightning platform for more than five years. The company last week completed its fourth highly successful TrailheaDX conference, which attracted 14,000 people to the Moscone Center in San Francisco.

There are plenty of good reasons for Salesforce to be in the software-coding-education game. Not long ago, research organization IDC published a commissioned study forecasting that by 2022 the Salesforce Economy could generate as many as 3.3 million new jobs at Salesforce and its ecosystem of customers and partners, and as much as US$859 billion in new business revenues worldwide.

That’s billion with a B, and in a global economy that generated combined gross domestic product of $80.7 trillion in 2018, according to a World Economic Forum report, that ain’t nothing. The same report lists US GDP at $19.39T, leading all other countries.

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If you’re Salesforce, it’s understood that your business increasingly is about selling seats that access your platform. While the traditional CRM product still commands the largest part of that revenue stream, the number of developers using the platform is an important engine of the future.

The Salesforce AppExchange is another important revenue contributor with its more than 3,000 distinct applications based on the platform, produced by partners developing those apps using Salesforce tools. Salesforce saw all this a long time ago, and some of its most prolific developers can boast about histories going well over a dozen years.

Women in Tech

At the same time that Salesforce has been promoting its platform and development opportunities, it also has maintained a steadfast commitment to equality within the company ranks and beyond, something that has put the company and Marc Benioff — its cofounder, co-CEO and chairman — at odds with some prevalent societal movements.

When Salesforce talks about equality, it’s not just about gender equality, though the company has gone to great lengths to support it. Salesforce’s commitment encompasses equal rights, pay, education and opportunity.

Twice in the last five years, the company audited itself to identify and rectify unexplained pay disparity for equal work across gender lines, for example. Twice it has spent in the neighborhood of $3 million to rectify the pay inequalities it discovered.

On the occasion of the second adjustment, the company made the point that pay inequality is insidious and requires constant vigilance.

«The need for another adjustment underscores the nature of pay equity — it is a moving target, especially for growing companies in competitive industries,» noted Cindy Robbins, EVP, global employee success wrote. «It must be consistently monitored and addressed. Salesforce will continue to focus on equality, diversity and inclusion at all levels, and we plan to review employee compensation on an ongoing basis.»

The company and its CEO have stood out in other areas of equal rights as well. In 2016, then-Governor Mike Pence signed a law that could allow discrimination against LGBTQ people in Indiana . Salesforce has a big investment in the state, due to its 2013 acquisition of ExactTarget for $2.5 billion, and at the time it employed between 2,000 and 3,000 people there.

Upon enactment of the contentious «Religious Freedom Restoration Act,» Salesforce moved its Connections marketing summit out of Indianapolis, taking millions in local revenues with it. Connections 2019 will convene in Chicago in a few weeks.

Of his decision Benioff said, «We can’t bring our customers or our employees into a situation where they might be discriminated against. We have a large number of employees and customers who would be impacted dramatically by this legislation. … I’m really just advocating on their behalf.»

Trailhead Progress

The just-completed TrailheaDX conference shows a less confrontational but more-than-effective approach to rectifying biases while expanding the number of Salesforce users capable of using the platform. From systems administrators to system architects, Trailhead is bringing along the next generation of people who will advance cloud computing.

Through Trailhead Salesforce hopes to open up software development to a more diverse audience.

The number of women in the software world has remained stubbornly low over decades, according to a recent article in The New York Times.

However, changes in society and new generations of technologies and potential coders might be changing that.

What’s exciting about Trailhead is that it doesn’t seek to advantage any group competing for jobs in the Salesforce ecosystem. It simply provides training and certification so that anyone can prove competency and compete for employment.

This includes not only people from historically disadvantaged groups, but also often-overlooked people in need of a career change, or some who might not have college degrees, which can be a roadblock for bright people who, for whatever reasons, don’t have them.

Trailhead’s self-paced curriculum and certification, plus a gamified environment that awards badges and points to students, are ideal for many people who have a day job, whether it’s managing a Salesforce instance or something else. That could be just about anyone.

Interestingly, many women and others who may have felt they were outside the technology mainstream have found that through Trailhead they can learn, build skills and take on projects. Project work could be at one’s place of employment or at a nonprofit that has a free license to the software but needs volunteer help building apps.

The degree of support and its influence on women in technology was on display at the recent TrailheaDX conference. There are several independent organizations in the ecosystem that help women to climb the ranks on the platform to become Certified Technical Architects and several flavors of certification below that pinnacle that also include Certified Application Architect and Certified System Architect along with many other specializations.

Within this structure women have been doing well, thanks to women-organized groups that offer assistance to learners trying to solve thorny issues in their Salesforce education paths. One organization RAD Women Rock (Radical Apex Developers), started in 2015 and supports women working their way through learning programming on the Lightning platform.

Experts from the ecosystem volunteer as mentors and provide the encouragement and assistance many need at critical junctures in the learning journey. In this way people outside the mainstream are able to enter it

My Two Bits

The point is that Salesforce has developed a learning package that has become a central part of its outreach. It helps people of all descriptions and backgrounds to increase and improve their skills, and those skills are easily documented and in high demand in the industry.

This initiative grew out of a basic belief in human nature and a desire by the company to improve opportunities for its employees and its customers.

In an age that sees much of the world as a zero-sum competition in which one wins while another loses, Salesforce has demonstrated through Trailhead and its business practices that it is possible to increase opportunity for all without diminishing the prospects for any individual or group.

Women and minorities of all types are underrepresented in application development and in many other phases of the technology market. Often these people are excluded from the highest-paying jobs and the lifestyle that such pay makes possible.

Salesforce’s efforts are a shrewd attempt to find hidden talent pools and put them to work in an ecosystem that simultaneously does societal good. The result is an expanding market for Salesforce products and services at a time when competition for talent is high and turnover is unpredictable.

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Huawei sets out its post-Google plans with release of HMS Core 4.0

Huawei has unveiled further details about its replacements to Google’s services as it prepares to lose access following US sanctions.

During an event in London, Huawei made its pitch as to why developers should port their apps to HMS (Huawei Mobile Services).

The first reason is a cash incentive. Huawei announced that it will use a pot of £20 million ($26 million) to help persuade developers to bring their apps to HMS.

Anson Zhang, MD of Huawei UK, said: «We have announced our £20 million investment plan to recognise and incentivise our partners, so that we can build an outstanding ecosystem together.»

Huawei claims it has already witnessed substantial growth in the number of developers supporting their platform. The company says around 55,000 apps have now signed up to the free HMS Core.

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Rather than simply pitch HMS as a replacement for Google’s services, Huawei is keen to highlight ways in which it improves over the previous solution.

Huawei says it has thousands of APIs available to play with across 24 developer kits. Here are some of the various kits available:

  • Account Kit
  • Push Kit
  • Wallet Kit
  • Analytics Kit
  • Drive Kit
  • Game Service Kit
  • Ads Kit
  • Location Kit 

Some of these kits were available in previous versions of HMS. To complement these existing services, HMS Core 4.0 has added the following new kits with Huawei’s Chipset-Device-Cloud capabilities:

  • ML Kit
  • Awareness Kit
  • Scan Kit
  • Nearby Service
  • Panorama Kit
  • Safety Detect
  • Dynamic Tag Manager
  • Fast Identity Online
  • Site Kit
  • Quick App
  • WisePlay
  • Health Kit
  • Identity Kit

Huawei’s AppGallery is now attracting 400 million users per month, according to the company.

As of writing, Huawei is still the second largest smartphone manufacturer. While it’s likely the loss of Google’s services will affect Huawei’s sales, particularly in the West, the company will almost certainly continue to provide a large audience for your apps.