All posts by TIM

Are your documents ready for the Lightning Experience?

Documentation is the lifeblood of almost every business which is why we are going to share our Salesforce Lightning Readiness Check to ensure you don’t lose those critical documents in the transition to lightning.

If you haven’t already check out our previous blog to ensure you are lightning ready.

Currently, Salesforce has no plans to further develop the Document Feature for the Lightning Experience. To work around this, we suggest migrating your documents to Salesforce Files.

Salesforce has mentioned that even though the Documents tab is not available in the Lightning Experience, the existing Document files are still available. In order for this to work, however,  you will need to ensure that your documents (such as email templates) are available under Files.

If migration is needed, there are a few options available depending on the use case you have.

If you have a very small set of Documents, you can manually download them and re-upload them back into Salesforce Files.

With larger quantities of files, Salesforce suggests to do the following:

  • Export documents in the weekly export. Then upload the documents to Salesforce Files.
  • Utilise a Third Party data export tool from the AppExchange, e.g. FileExporter by Salesforce Labs.
  • Use an API-based tool (The Chatter REST API supports uploading asset files).

For more details, please see this article from Salesforce here.

RIO Inventory Solution: Batching your inventory in food production

Using Salesforce and wondering how RIO Inventory can help in the Food Production Industry?  Look no further!

We have created a Demo exploring what RIO Inventory can do to help your business while exploring the Batch Feature!

Using RIO Inventory, “Acme Biscuits” can now track their food production in batch and dispatch stock based on earliest expiry date.

Click here to explore a Demo of how inventory can be Batched. 

Move inventory into your Salesforce Cloud.

Already using Salesforce to manage your Sales and Marketing?  You need to consider many business applications have a SAAS cloud offering which compliments Salesforce – why not consider putting your inventory management functions into the cloud as well?

I want to give you 4 good reasons why this should be a serious consideration for any business

  1. Save time for more important things

Most business owners are time poor,  spending time on non-core functions takes away from time that could be spent on growing the business or servicing the customer.  It makes sense to select best practice tools such as RIO inventory – and put the running of those tools in the cloud.

2. Get Better flexibility from your IT spend

A cloud-based inventory application like RIO inventory provides the flexibility for you to be able to react to business needs anywhere at anytime. Interfacing with your inventory on mobile devices means if something goes wrong you are only moments away from addressing.

3. Best practice Security

Security needs are regularly ranked as a high priority for all businesses.  Building this capability from the ground up is costly and can be outdated quickly.  Placing your inventory into the cloud using a tool like RIO inventory means you can benefit from best practice cloud-based security

4. Have better options on how you spend your IT budget

You obviously want performance which is stable and delivers predictable service.  The traditional way of doing things means large amounts of your IT budgets it tied up just keeping the lights on.  Consider moving away from owning and running infrastructure,  and put functions like inventory management into the cloud. This will free up IT budget to either be saving on your bottom line or redeployed to help grow the business.

Are you ready for the Lightning Experience?

It’s slick, it’s fast, your users will love it but are you ready to make the jump from Salesforce Classic to the Lightning Experience?There are a few basic steps we can recommend before taking the leap. Firstly make sure you check your instance readiness – you need to be aware of elements such as custom components, Visualforce pages, and custom buttons. This is really important to ensure your transition to Lightning Experience is smooth and flawless.

How do I know what is ready and what’s not?
Salesforce offers you an excellent “Check Readiness” feature! Salesforce will generate a Readiness report which when run can be sent to your Email as well as saved in your Salesforce Files.

Running the check Readiness feature is very straightforward all you need to do is, navigate to Setup | Lightning Experience Migration Assistant | Get Started | Check Readiness | Check Readiness

Here are some of the items the readiness report checks for you

  • Tabs, Objects and Related Lists – Such as Documents, Lookup filter, and Opportunity Partners
  • Standard/Custom Buttons/Links – URL buttons, Javascript buttons, “Sharing” buttons
  • Email templates
  • Lookup filters
  • Third Party Apps

Below are examples of the report results look like:

Results on Tabs, Objects, and Related Lists

Results on Standard/Custom Buttons/Links

So Salesforcers follow these steps and get yourself Lightning ready today!

Tip of the Week: Studying for Salesforce Exams

I have recently taken and passed the App Builder Certification, and wanted to share some of my experiences and some tips to help you achieve success.

As part of the WDCi group, most of our developers recommended that I start with App builder certification, as it gives a good basic knowledge of Salesforce and a solid foundation for your future learning and growth as a developer.  As an added bonus, it’s a Certification which will help your company and yourself, be recognised by the Salesforce community worldwide.

Where to begin?

A comprehensive study guide can be downloaded from here . It will give you guidance on how to start preparing for the exam.

What did I do to Prepare?

Firstly having a supportive manager and senior technical consultants available who are understanding of your training needs is a real bonus.

While looking through the study guide, it was outlined the topics I needed to be prepared for. My personal methodology for preparing was to look at the weightings and decide my plan of attack for the topics that I knew I needed to study harder for.

Below is an example of the current format of App builder exam and the areas of most weighting


  • Do’s and Don’ts / Tips and Tricks
    • Do use trailhead to prepare and provide background information.
    • Do use Salesforce Documentation to deepen your understanding of key concepts.
    • Do use practice tests from a reliable source.
    • Do use the “reviewing” option during the exam with difficult questions. I found this method made it easier to zip through easy questions and use any extra time at the end of the exam for the harder questions.
    • Do allow yourself every opportunity to pass – Study hard and remain calm.
    • Don’t attempt the exam without study – Allow up to 4-8 weeks of preparation before sitting an exam.
    • Don’t rush – Remember to stay calm and carefully read through each and every question.

Wishing you all, best of luck with your exam.

RTOs populate student enrolment data directly to Salesforce

The education industry has gone through significant changes over the past few years. To keep up with the changes, most of the registered training organisation (RTO) are adopting a more seamless student management process particularly using Salesforce as a tool to facilitate student sales and administration – one of the main areas is the student enrolment process.

RTOs require students to complete an enrolment form in order to collect the required data. Previously, students were required to complete either a Hard Copy Form or an Electronically provided enrolment form.

Problem: Traditional methods do not feed the required information directly into Salesforce. For the information to be processed into Salesforce, the user needed to complete a series of manual steps which caused cases of double handling and an inefficient time wastage.

So the great news for educators is that there is a solution which WDCi has extensively deployed which eliminates the need to be double handled.  Our solution has been to use Visualforce to develop a working form that allows enrolling students information to be correctly collected and submitted correctly into Salesforce.

The solution which is a Salesforce Visualforce page can be sent directly from Salesforce using the “Send Email” feature or can be brought up on Site using a standard browsers.

Benefit to RTOs:

  • Information is captured directly into Salesforce against the student records thus reducing double handling. For example having to transfer from Hard Copies.
  • The Enrolment Form can be completed on desktops and mobile devices.
  • Maintaining of courses can be performed directly in salesforce and shown live in enrolment form.
  • Certain information captured can be used directly for mandatory reporting purposes e.g. AVETMISS (Only if reporting engine is setup in Salesforce instance).

Tip of the Week – the Salesforce ID in Lightning or Classic view

Here’s our tip of the week for recognising the Salesforce ID in both Lightning Experience and Classic views.

You probably already know you can determine the ID of a record based on the URL when in Classic (a very cool trick when you want to navigate quickly). This is what a typical URL looks like in classic view (the bolded part is the ID):

https://ap1.salesforce.com/00190000014XXXX

For those who have just switched to Lightning view (Winter18) here’s how you can use the same technique in Lightning.  You may have noticed that the URL looks a bit different in our new Lightning view (vs Classic) –  if you look at the example below you can see the ID is still embedded between the final two “/”:

https://ap1.lightning.force.com/one/one.app#/sObject/
00190000014ZkRXXXX/view

Salesforce AND AVETMISS Reporting

We have recently seen a lot of questions from our Registered training organisation (RTO) customers.   This industry has seen a huge amount of change over the past few years – which really stretches an organisations IT resources and resilience.  A case in point is the AVETMISS  reporting which is a requirement from the Federal government specifically on training organisations.  The requirement is that training organisations are required by law to submit student activities (which is the students progress in units) as a report in the form of a “text positioned file”.  Our development team have been working towards addressing this need. RTO’s who know and love Salesforce can now enjoy the ability to produce this reporting directly from Salesforce. You can now stay in one tool and cover most of the customer touch points and processes from sales through to enrolments, and from enrolments to reporting.

Here is the key information we are able to produce for the AVETMISS report directly from Salesforce.

  • Training organisation (NAT00010)
  • Training organisation delivery location (NAT00020)
  • Program (NAT00030)
  • Subject (NAT00060)
  • Client (NAT00080)
  • Client postal details (NAT00085)
  • Disability (NAT00090)
  • Prior educational achievement (NAT00100)
  • Enrolment (NAT00120)
  • Program completed (NAT00130)

On top of that, the solution also allows a user to export all the required AVETMISS data to text positioned files which then can then be submitted for validation in NCVER.

Sound Property implements Salesforce Customer Community to provide My Portfolio service to Clients

What a great opportunity it was to work with the team at Sound Property Group to deliver a new project, this time focused on their clients.

Sound Property Group is a property investment and education company specialising in sourcing strategic real estate opportunities, tailored to client’s individual needs.  They pride themselves on attention to detail and they were definitely detailed when it came to their plans for Salesforce and how it would benefit their business.

The Challenge
Information sharing with Clients was all handled directly through phone calls, emails and meetings.  This was working fine but really didn’t enable the clients to readily access information when they needed it.

The Clients needed visibility to the up-to-date information, eliminating the need for them to route queries to the team at Sound Property for more information.

They really needed a self-service solution.

The Solution
Following on from their successful roll out of Salesforce in 2015, it was time to add a new feature set, this time focused on the clients.

Sound Property Group chose to implement the Salesforce Customer Community functionality for their My Portfolio,  providing an on-demand solution for clients to access information, anywhere, anytime.

In partnership with WDCi  the Salesforce Customer Community functionality was designed and implemented.   The Community supplies information to Clients and provides a complimentary communication channel through the use of the Questions feature and added ability to communicate with Chatter.

The Benefits

With Salesforce Customer Community, the clients can now self-serve, accessing:

  • Information available anytime, anywhere
  • Ability to store documents
  • Receive notifications from Sound Property
  • Ability to ask questions
  • Communicate with the team in Sound Property using Chatter

Andrew Cull, Sound Property Group MD, noted that “We started our Salesforce journey in 2015, after realising the benefits it brought to internally, we knew it would be the right solution for our Clients information requirements.  We’re confident that the My Portfolio service will provide our Clients with up to date and timely information, allowing us to continue to provide outstanding service .”

Salesforce: How to Setup Lightning Sync for Google (Beta)

Overview

To sync email from Gmail to Salesforce, use the Lightning for Gmail feature. If you require to sync events from Google Calendar to Salesforce, you will be required to setup Lightning Sync.

See steps below.

Setup Guide

This video will show the step by step to setup Lightning for Google – https://www.youtube.com/watch?v=6HHExMJIYOs

Note: Make sure you are using Google Enterprise & you are the admin of the enterprise account.

5 Setup steps – https://help.salesforce.com/articleView?id=lightning_sync_admin_google_implement.htm&type=0

Lightning Sync for Google (Beta) –https://help.salesforce.com/articleView?id=lightning_sync_admin_google_overview.htm&type=0&language=en_US&release=206.15

What you need

The below links will need to be opened on your browser:

  1. Salesforce Setup
  2. Gmail Admin Console – Admin.google.com
  3. Google API Console – console.developers.google.com

 

Prepare Google Account

Step 1: Enable Google API

  1. Go to Google API Console > Create new project. (You can call it Lightning Sync)
  2. Enable Calendar API & Contact API:-
    – Google App API > Calendar API > Enable
    – Google App API > Contact API > Enable
  3. Click on Credential on right panel
    – New Service Account
    – Service Account Name – Company Name
    – Role – Owner
    – Key Type – JSON
    Note: Keep the downloaded JSON file.
  4. Credential > Manage Service Account
    – Company Name > Edit
    – Enable Domain Y Delegation
    – Configure Consent Screen > Fill in anything relevant. Leave optional blank if unsure.

Step 2: Setup Google Admin Console

  1. Go to Gmail Admin Console
  2. Click More Control > Security > Show More > Advance Setting > Manage API Client Access
    – Client Name = Client ID (From Google API Service Account)
    – One or More API Scope = https://www.googleapis.com/auth/calendar.readonly, https://www.googleapis.com/auth/contacts.readonly, https://www.google.com/m8/feeds > Authorize

 

Enable Lightning Sync in SF

  1. Go to Salesforce Setup >Quick Find > Lightning Sync Setup > Enable
  2. On the Upload Your Google Private Key section > Click Update > Upload JSON file
    Note: Test connection using Connection Test: Fill in your user email. You will see success message once connected
  3. Setup sync setting
    – Go to Setup > Quick Find > Sync Configuration
    – Create New (You can name it Default)
    – Configure Sync setting on the Data Setting section
  4. Check sync Status
    – Go to Setup > Quick Find > Sync Status
    Note: You can see summary of sync records here

Install Lightning for Gmail extension

  1. Go to this link – https://chrome.google.com/webstore/detail/salesforce-lightning-for/jjghhkepijgakdammjldcbnjehfkfmha
  2. Click Add To Chrome
  3. See this documentation for how to use – https://help.salesforce.com/articleView?id=lightning_for_gmail_user_overview.htm&type=0&language=en_US&release=208.18