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.
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
- 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!
Looking at developing a Dell Boomi Connector? here’s our tips to get you started:
- Understand what type of Web Services API the app is using. For example: REST or SOAP, etc. What about the supported document format? XML or JSON?
- Most applications have an authentication layer. Some authenticate using BasicAuth, some use an API Key in the HTTP Request Header, some use OATH. This information should ideally be captured in the Connector Connection. It is highly recommended to encode any password related field for security best practice.
- Decide the supported operations. Does the API support QUERY? UPDATE? CREATE?
- The browser and schema generation. A Boomi Connector is capable of generating the schema each operation supports. Some applications provide a metadata API that you can connect to and describe the schema on the fly. Some use a fixed schema.
- The final step is to design the Operation. When your Connector receives a response from the API, how do you want to process it? Serve it raw as is or does it need any further manipulation. Error handling should also be considered here.
The key enhancement in this release is the ability for users to customize Planner start and end times. Users will also be able to customize how many working hours appear on the planner in the “Planner Options” in the RIO Plan Configuration Page. Enhanced validation rules assist data integrity by enforcing enforcing more accurate time data in the planner. Nice!
Check out this Page for more details on how to use RIO Plan. Got some popcorn? watch all of our tutorial videos here.
Get the latest release of RIO Plan from the Appexchange.
Got new feature ideas that you think will benefit RIO Plan? Please email suggestions to firstname.lastname@example.org – any new suggestions implemented will receive a $50 Amazon voucher.
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).
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):
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 “/”:
The team that trains together stays together! Our Kuala Lumpur Team decided to sweat it out when 8 members participated in the 2017 ASICS Relay Night Run. Not only did we spend a night having a blast but we got closer through this bonding experience. The initial plan was to cruise through the run and have fun but as you can guess, the teams (2 Teams consisting of 4 members) got competitive so we battled it out for an overall winner. The final times came in with the teams being only 3 minutes apart! Well Done Team! We look forward to updating you on our future events that our team takes part in.
Stay tuned for our next news update.
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.
Meet Nat Sullivan the newest member of our team who joined us in September 2017. Nat works out of our Sunshine Coast office and joined the team as a Project Manager. Lucky for us Nat has a strong background in Salesforce. Nat is currently learning the ropes at WDCi but has 3 Trailhead Super Badges already.
Tell us more about yourself Nat?
What appealed to you about WDCi?
WDCi offers me the opportunity to work with a great and diverse group of people and learn about different systems, all while working in a beautiful paradise!!
What do you bring to the company?
A combination of customer service, client liaison and Salesforce Systems Administration experience
What are you passionate about?
Where’s your favourite place in the world?
What’s 1 professional or personal skill you wish you had more of?
Never stop traveling
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:
- 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.
- User License must be set to “None.”
- Edit the System Permissions and check “Files Connect Cloud”.
- 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.
- 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.
- 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.