All posts by Deborah Brook

Using Salesforce and want to connect OneDrive or Sharepoint online?

If you are using Salesforce and OneDrive for Business or Sharepoint Online, you can  connect the two systems using the Salesforce Files Connect feature.  This will allow your users to attach Files using the Files feature on records OR using Chatter Files.  Users can search their OneDrive or Sharepoint and attach them to Salesforce records.  Note this is a files based feature, you cannot link a directory to a Salesforce record.

A good step by step guide on setting it up can be found here.

There are a lot of steps involved, here’s a summary:

  1. In Salesforce:
    • Enable Files Connect:
      • The File Sharing option allows you to select Reference or Copy, use this if you want to create a copy of the file in Salesforce but note the security and file storage implications in Salesforce.
    • Create a Permissions Set for access to OneDrive or Sharepoint files.
      1. User License must be set to “None.”
      2. Edit the System Permissions and check “Files Connect Cloud”.
      3. Assign this Permissions Set to your Users.
    • Setup an Auth.Provider in Salesforce following the instructions for the Alternate Method described in the document linked above:
      • At this step we are setting up with placeholder values only, we’ll update them later.
    • Provide the Callback URL you generated in the above step to your OneDrive/Sharepoint administrator.
      • Tip: be sure to provide them with the Salesforce domain, in our case that is wdci.my.salesforce.com, a standard Salesforce domain will include salesforce.com, ie ap5.salesforce.com – you can see this in your browser URL when logged into Salesforce.
  2. In OneDrive or Sharepoint:
    • Have the OneDrive/Sharepoint  administrator follow the steps in the document linked above – pages 10 & 11
    • They will return you a set of information you will use in the next step.
  3.  In Salesforce:
    • Update your Auth.Provider entry with the following supplied by your OneDrive/Sharepoint administrator:
      • Consumer Key = Client ID
      • Consumer Secret = Client Secret and
      • Authorize Endpoint URL = Follow the format that is stated in the step by step guide page 12 for OneDrive/SharePoint
      • Token Endpoint URL = Follow the format that is stated in the step by step guide page 12 for OneDrive/SharePoint
    • Create an External Data Source:
      • Don’t see the Type “Microsoft OneDrive for Business”?  Check out this knowledge article for a tip on fixing that issue.
      • Specify the Identity Type:
        • Per User to force each Salesforce User to authenticate to OneDrive/Sharepoint OR
        • Named Principal to use a single login to OneDrive/Sharepoint.
      • Check the box “Start Authentication Flow on Save”, login to OneDrive/Sharepoint and test the connection.
      • Site URL: your OneDrive/Sharepoint URL e.g.
        • OneDrive: https://yourcompanyname-my.sharepoint.com/
        • SharePoint: https://yourcompanyname.sharepoint.com
    • Identity Type = Per User?
      • Have each Salesforce User setup their authentication credentials for OneDrive/Sharepoint  – under settings search for authentication and create a new entry for OneDrive/Sharepoint.
      • This can also be created when the User logs into Sharepoint as prompted in Salesforce (see Page 27 of the linked guide):
    • If Identity Type is  Per User,
      • Return to the Permission Set that you have created earlier on. In the Apps section, click External Data Source Access and include the External Data Source that you have created previously OR
      • Go to the Profile and include the External Data Source under the Enabled External Data Source Access related list.

The Salesforce interface looks like this:

Tips when it’s not working:

  • The URL entries for OneDrive/Sharepoint are in the documentation and are VERY specific, follow them exactly, only substituting where necessary, double check these if you are not authenticating.
  • Unable to view a Sharepoint PDF in Salesforce, but .doc and .xls are fine?  At the time of this blog, this functionality isn’t available, you’ll need to download the file and then view.

RIO Inventory for Salesforce Features

RIO Inventory for Salesforce has a load of features to manage your inventory levels.  Checkout this video to see some of the features in action.

Want to know more?  Take a look at the product documentation, the Appexchange listing or contact us at support@wdcigroup.net for more info.

Salesforce and TEQSA PIR Reporting – making life easier

For Higher Education providers there is a requirement to report their PIR data on a yearly basis.  This is a time consuming exercise requiring many hours of effort.

If you are running or want to run your SMS on the Salesforce platform, we can implement Salesforce to ensure you have all the required data, including capturing:

  1. Course data for the PCO file
  2. Student enrolment data for the PSD file
  3. Staff data for the PSF File
  4. Course completion data for the PPS file
  5. Load estimate data for the PLE file

In addition we can export all the required PIR data to a text positioned file so that they can be directly consumed into HEPCAT.

Our expertise in this area will ensure you have a solution that is continually validating your data.  We’ll advise you on PIR best practice to ensure reporting time is as painless as possible.

Contact us at getinfo@wdcigroup.net to discuss our experience and how we can help you to meet your PIR reporting in a timely manner and with minimal impact to your organisation.

Salesforce and Outlook – what are my options?

With so many options available, how do you make a decision on the right way to connect Outlook and Salesforce.  Here’s some tips to help you in that process.

We’ll start with functionality that doesn’t require additional licensing:

  • Email to Salesforce  allows any outbound email from any email client to send a copy to Salesforce:
    • Each SF user has their own unique address that they cc in the outbound email
    • Salesforce consumes the email and applies filters based on each SF user’s configuration setting
    • Email only, email technology agnostic
    • Provides a solution to tablet users, utilising a tablet email client as this is simply another email address they are copying on outbound emails
    • Often used in conjunction with one of the methods below

If you want to purchase additional licensing, consider Salesforce Inbox, we’ll cover that in a different blog.

WDCi partners with SCRAP Drama Series to bring creative new content to life!

We’re thrilled to be invited by Sunny Coast Productions to sponsor their new SCRAP drama series.  We see this as great way to promote our Sunshine Coast region and hopefully entice all you smart people out there to join our cloud software firm in Caloundra, yes you!, send us your applications to careers@wdcigroup.net.  The SCRAP team will be pitching their idea at the Demo Day – Tourism, Sport and Leisure next week, good luck guys, you have a great concept! Confused?  Checkout the teaser and you’ll get the idea.

Go SCRAP Team!scrap-logo-500

Stramit integrates Salesforce & BCI to improve productivity and grow pipeline

Stramit Building Products, part of Fletcher Building is a major Australian manufacturer of roll-formed steel building products, including roof and wall cladding, guttering, fascia, purlins, flooring and structural formwork.

These products, along with complementary products and services, are delivered through a nationwide network of manufacturing and distribution centres, strategically located to ensure coverage of major metropolitan and regional markets.

Challenge

Up to date project data is key to driving pipeline and focus.  Prior to implementing this solution, Stramit was dealing with:

  • 4 staff working full-time to parse BCI data manually
  • Routing 1000-3000 projects a week to sales teams
  • Information overload
  • No ability to filter quality project data
  • No ability to link architects and engineers to the multiple projects they are working with

Solution

Stramit, as a long-term user of the Salesforce platform, looked to Salesforce to be the application to host the BCI project data.  A design was needed that enabled the data to be captured but also filtered and assigned to the correct parties within Stramit.

Stramit chose WDCi as the implementation partner to plan, customise and deploy the solution as well as make recommendations for tweaks in future releases.  Together we designed and released a successful automation process that included the following key features:

  • Integration between BCI and Salesforce
    • Using Dell Boomi to automate the import of BCI project data
  • Automations in Salesforce to filter this data and route filtered data to the right people
  • Alerts and notifications based on the automations that filter the data
  • Dashboards and reports to monitor the pipeline data

Benefits

  • Staff freed up to do more productive tasks
  • Timeliness of information
  • Staff are up to date on what they need to work on
  • Scalability

Paul Hahn, National Sales Manager, noted that “This integration between BCI and Salesforce has enabled us to consume large quantities of data efficiently, driving the right activities in our team to grow our pipeline. WDCi has partnered with us to deliver a solution we understand and can tweak ourselves as we make adjustments to our business focus.  It works brilliantly.”

Waringa Distribution implements Salesforce for Sales and Asset Tracking

Waringa Distribution (http://www.agrispread.com.au/ and http://www.elmersmfg.com)    imports, sells and distributes the Agri-Spread range of Spreaders and Elmer’s range of Chaser Bins and Transfer Tracks.

1600 Bushel HaulMaster Agrispreader256

Challenges

There was a requirement to implement a solution that met the following criteria:

  1. Ability to retire the excel based and access based solution that was in place.
  2. A cloud solution accessible from anywhere.
  3. Ability to track Agri Spreaders and Chaser Bins that are sold by Distributors or sold directly – in multiple countries.
  4. Ability to track machine level detail, including location and warranty details.

Solution

Waringa Distribution chose to implement Salesforce.  WDCi was engaged to customise Salesforce to store the above information and provide reporting information on the data in Salesforce.

The recent upgrade to licensing for Professional Edition also allowed for the ability to use record types to segregate sales for AgriSpreaders and Chaser Bins.

The components of the solution were:

  • Salesforce Professional Edition.
  • Customisations to store detailed Machine and Distributor information.
  • The build of a configuration tool to configure the spreader to customer requirements.
  • Tracking of orders from manufacturer to consumer.
  • Asset information, including the tracking of  warranty status for the asset.  
  • Case management to track warranty issues.

Lyndon Crudeli, General Manager of Waringa Distribution noted that “Implementing Salesforce has enabled Waringa Distribution to continue to expand our business and provide a platform that will enable continuous growth to happen.”