New RIO Inventory 3.5

We are pleased to announce our newest release of RIO Inventory version 3.5 to the Appexchange. Our new features include:

  • Lightning Styled Pages (Compatible with Lightning Experience and Salesforce1).
  • The Opportunity Tracking Number field now fits 18 characters
  • Assignment Page Lines are now sorted by Batch and Serial Numbers.

Check out this Page  for more details on RIO Inventory and our new documentation site. If you are new to RIO Inventory you can always install the app  and experience the new lightning styled pages.

Want new features that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net.

Rostering and Calendar Functions in Salesforce with RIO Plan

RIO_Plan_icon_280

Streamline your business with a calendar-based planning tool providing:
– Staff Scheduling (Rostering) functions
– Resource Booking (Rooms, Equipment)
– Activity management and Time Tracking
– Multi-location capabilities
– Mobile interface

Staff Management and Rostering including:
– Resources grouped by type
– Plans (Rosters) with specific roles
– Allocations (Shifts) by role that can be then linked to individual resources
– Viewable in mobile friendly calendar

Alerting for resource conflicts:
– Alerting for double booked resources
– Alerting for incorrect resource type allocation
– Alerts in reports/dashboards or real time in calendar view

Mobile interface and extensive user support:
– Mobile / Lightning-enabled
– Community Users supported

Check out RIO Plan now

Wedid: Marketo and Infor (Formerly known as Saleslogix) Integration

Challenges

Customer uses Marketo to track incoming leads that would need to be converted to accounts and contacts respectively in their Infor CRM system. The customer would also like to track all field changes and/or activities that occur in Marketo into Infor as the contact related activities, as well as other custom records being tracked in Marketo at the moment.

Solution:

Purpose To ensure leads and their respective related records from Marketo are in-sync between Contact in their Infor system.
Applications Marketo
Infor
Tool Boomi
Information Marketo Lead > Infor Account/Contact
Infor Account/Contact > Marketo Lead
Marketo Activities > Infor Activities (Custom)
Infor Notes Histories (Custom) > Marketo Notes History (Custom)
Data Formats JSON
Volumes ~100 – 300/day
Process When a new lead is registered in Marketo, the lead record will be in return synced into Infor as Contact with the lead’s company being the Infor account record.
However, when a new contact is created or a contact record is updated in Infor, the information would need to be synced to Marketo as well.
For every change in Marketo Lead (Activities), these trails will need to be synced into Infor as well. Some additional information tracked in Infor (custom object records), needs to be created and tracked in Marketo too.
Schedule ~ 5 minutes
Complexity Medium

Wedid: ActionHRM and Kallidus Integration

Challenges

Customer is tracking employees information through ActionHRM (A Human Resource Management System). These employees need to be tracked as a student record in their Kallidus system (being a student and learning management system) too.

Solution:

Purpose To ensure student records in Kallidus system is up to date from the ActionHRM employee records
Applications Sharefile (FTP)
ActionHRM
Kallidus
Versions Sharefile (FTP)
ActionHRM
Kallidus
Tool Boomi
Information Sharefile (CSV) > (Query) ActionHRM Employees > (CSV) Kallidus
Data Formats CSV and JSON
Volumes ~10/day
Process A set of qualified employees Id will be listed in csv format and to be uploaded to an FTP server. The integration process in return query for the employees details using ActionHRM API to produce student information in csv format for Kallidus to process.
Schedule Daily
Complexity Medium

Boomi: Debugging low latency mode processes

You may have processes (especially web service listener type processes) that are configured with low latency mode plus the option “Only Generate Process Log on Error” enabled. This would make it difficult sometimes to troubleshoot or review the Boomi process logs as it would not show up in the process log not unless it is an error process.

One way to debug/troubleshoot your process is to add the parameter _boomi_debug=true on the endpoint URL while executing the specific process and the specific request will be printed on Boomi logs.

For example:

https://test.connect.boomi.com/ws/simple/executeMyAPI?_boomi_debug=true

For further details please see: http://help.boomi.com/atomsphere/GUID-9DBB4927-E4FA-40F7-9A3C-077063E1AE7F.html

WDCi Christmas Charity 2016

On 16th and 17th December, our team in Kuala Lumpur has organised a charity event. We have visited an old folks home and a few orphanages. The purpose of this event is to make them feel warmth and love in this Christmas season. We have taken some footages of us preparing for the charity and spending great time with everyone from the homes.

Enjoy and Merry Christmas 😀

Case Study: Amnet Sales Automation

amnet_logo

AMNET provides responsible and effective data driven display advertising, performance marketing and brand campaigns. We fuse smart Demand Side Platform technology and data to improve our service delivery to clients by buying highly targeted multi channel media.

Challenge

Sales Automation was a key challenge for Anmet in early 2015 with many sales processes being handled in outdated tools. Management visibility into new sales and renewals was not accurate which made forecasting revenue difficult and time consuming.  With a complex sales model finding an off the shelf product was not an option, so a solution was required that could be customised to fit the specific needs of the Sales team. The solution needed to be flexible and customisable to handle changes to process and or product as they occur.

Solution

The choice of Salesforce.com as the leading sales automation platform was not a difficult one. Choosing the right partner who could plan, customise and deploy the initial release was critical. Amnet chose WDCi as the implementation partner. Together we designed and released a successful Sales Automation process that included the following key features:

  • Tracking of Campaigns, Advertisers and Insertion orders
  • Quote templates that were created automatically from the platform
  • Tracking of revenue projections by channel or advertiser
  • Handling rate calculations
  • Automated renewals

Since launch in 2015, Amnet has expanded its use of SalesForce to manage client billing as well as to become the source of truth for all business intelligence for the company.

Vikki Pearce, Head of Commercial ANZ noted that “Salesforce has enabled us, as a rapidly growing and ever-changing business to build a stable and effective platform from which to deliver our business objectives and provide a robust and accurate data set. WDCi have been fantastic in supporting us customise the platform to our needs and as we continue to evolve we hope to continue working together closely.”

Wedid: Using Salesforce in a Residential Care Environment

Challenges

The main business requirement for the aged care facility was streamlining all the information to a single point of data entry as well as providing transparent updates to the residents.  Optimal care of the resident is enhanced when all data is stored in a single system.

Data such as medical records, progressive monitoring and the sharing of social updates as well as picture sharing among family members accessible via mobile.

Ability to grow as the facility increased the number of residents. The ability to provide a secure data store with access restricted based on users and information type.

Solution:

  1. Gather all data and understand the origin and process involved
  2. Design the data model and to ensure a single point of data but ensure that security will not be compromised
  3. Leverage Salesforce Customer Community to provide updates on the residents to family members

Related Objects Lead, Account (Person), Contact, Other Custom Objects
Components Data modelling, Customer Community, Visualforce Page, Apex Trigger
Complexity Medium

Wedid: Campaign Response Tracking

Challenges

Faced with some restrictions using Enterprise Edition this client requested multiple automatons in regards to tracking their clientele responses for running campaigns targeting existing clients response on prospective products being added to the Product List (assessing product validity) using the campaign object.

Solution:

By creating a custom object and reusing the same process builder where applicable around the campaign object, the limitations within Enterprise edition were able to be maintained, from creating child records to assigning tasks to the different account owners, campaign member status update, updating and closing all tasks associated once the information had been collected.

Related Objects Campaign, Campaign Members, Custom Collection Object
Components Process Builder, Enterprise Limitations
Complexity Medium

The New RIO Inventory 3.2

Hello folks, thanks for your support with RIO Inventory all these years. We are pleased to present to you our latest release, version 3.2. You asked and we delivered, this release now has the following important features:

  • Inventory batching
  • Serialised inventory
  • Picking slips
  • Ability to transfer inventory between warehouses

These features allow you to manage your inventory better in Salesforce, especially when it comes to multiple warehouses inventory management. Feel free to take a look at this page for more details on how this can help with your daily inventory management.

If you are new, don’t worry. You can always install the app into your sandbox or developer instance via AppExchange and feel the zen.

For more other goodies in 3.2, please visit our release notes.  Want new features?  Please let us know, you can contact us at support@wdcigroup.net.