The customer manages their clientele function bookings (i.e. company meeting, birthday party, wedding dinner, etc.) within Salesforce via a custom event app and integrated with a calendar app to display each of the events in the calendar view. Requests from their clientele for recurring functions/events such as weekly board meeting, community discussion and many more need to be tracked accordingly within Salesforce, plus being displayed on the calendar app view accordingly. Double booking on the slot which may have been booked by other occasions is not allow and needs to be notified.
The parent event was created via the custom event app. The customer utilised the standard Salesforce task object (which allows defining recurring activities) attached to the parent event. This is used to spawn the desired recurring event (Children records to the parent event) when the events are created. They are to be displayed accordingly in the calendar app view as well. Additional apex customisation is used to handle the double booking scenario instead.
Account, Tasks/Activities and other related Custom Objects
WDCi participated in USC’s Careers Fair March 24th and we would like to say a huge thank you to the organizers of this event. The day was very successful and we were able to provide our knowledge to up and coming students studying. Being a part of this day means that we can hopefully work closely with USC and provide guidance in our area of expertise.
Thank you USC for allowing us to be a part of this day, it was a pleasure being invited to attend. Looking forward to being a part of more Careers Fairs in the future. If you are ever looking to learn or expand your skills check out the USC website. https://www.usc.edu.au/
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
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.
To ensure leads and their respective related records from Marketo are in-sync between Contact in their Infor system.
Marketo Lead > Infor Account/Contact
Infor Account/Contact > Marketo Lead
Marketo Activities > Infor Activities (Custom)
Infor Notes Histories (Custom) > Marketo Notes History (Custom)
~100 – 300/day
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.
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.
To ensure student records in Kallidus system is up to date from the ActionHRM employee records
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.
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.
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.