Category Archives: Company Update

New RIO Inventory 3.7

Introducing the New RIO Inventory 3.7 release to the Appexchange. This update has new features that include:

  • SKU can now be used as the Product Unique Identifier
  • Changing the RIO Inventory Configuration’s Product Unique Identifier field now also runs a batch update of all Product’s Inventory Product Code+
  • The Opportunity Assignment Overview page recognises if there are Opportunity Products with 0 assignments
  • Inventory Adjustment page has improved compatibility with older Apple devices
  • Custom Lightning lookup fields now handle special characters correctly
  • Application in the App List has been renamed from “RIO Readymade Inventory+” to “RIO Inventory”
  • The included “RIO Inventory Permission” permission set has been updated

Check out this Page for more details on RIO Inventory and the documentation site. Install the app if you are new to RIO Inventory and enjoy our new release.

Have some new feature ideas that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net

Wedid: Enhanced Recurring Event in Salesforce

Challenges

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.

 

Solution:

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.
Sample flow

Related Objects Account, Tasks/Activities and other related Custom Objects
Components Custom Button, Visualforce Pages, Apex Classes
Complexity Moderate

USC Careers Fair

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.

Careers Day

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/  

Salesforce: Replacing Custom Button with Formula Field

Ever wonder how you could use the formula field as an alternative to your custom button?

This can be achieved by utilising the HYPERLINK() and the IMAGE() functions as well as an image to represent the button. You could possibly settle with just a text link rather than button as well.

For example: HYPERLINK(${Construct_the_link_here},IMAGE(${the_path_to_the_button_image},”a_description_for_the_image”),${the_link_target_behavior-optional})

As a result, you could:

  • Define the field level security (considering it is a field) if you have specific requirement over who can or who can’t execute the button
  • Make the button appear in the view list and therefore, the user could use the button even without needing to drill all the way to the record

sample

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

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.”