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
||Sharefile (CSV) > (Query) ActionHRM Employees > (CSV) Kallidus
||CSV and JSON
||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.
For further details please see: http://help.boomi.com/atomsphere/GUID-9DBB4927-E4FA-40F7-9A3C-077063E1AE7F.html
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.
Sales Automation was a key challenge for Anmet in early 2015 with many sales processes being handled in outdated tools.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.
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.”
The main business requirement for the aged care facility was streamlining all the information to a single point of data entry as well as providing transparent updates to the residents. Optimal care of the resident is enhanced when all data is stored in a single system.
Data such as medical records, progressive monitoring and the sharing of social updates as well as picture sharing among family members accessible via mobile.
Ability to grow as the facility increased the number of residents. The ability to provide a secure data store with access restricted based on users and information type.
- Gather all data and understand the origin and process involved
- Design the data model and to ensure a single point of data but ensure that security will not be compromised
- Leverage Salesforce Customer Community to provide updates on the residents to family members
||Lead, Account (Person), Contact, Other Custom Objects
||Data modelling, Customer Community, Visualforce Page, Apex Trigger
Faced with some restrictions using Enterprise Edition this client requested multiple automatons in regards to tracking their clientele responses for running campaigns targeting existing clients response on prospective products being added to the Product List (assessing product validity) using the campaign object.
By creating a custom object and reusing the same process builder where applicable around the campaign object, the limitations within Enterprise edition were able to be maintained, from creating child records to assigning tasks to the different account owners, campaign member status update, updating and closing all tasks associated once the information had been collected.
||Campaign, Campaign Members, Custom Collection Object
||Process Builder, Enterprise Limitations
Hello folks, thanks for your support with RIO Inventory all these years. We are pleased to present to you our latest release, version 3.2. You asked and we delivered, this release now has the following important features:
- Inventory batching
- Serialised inventory
- Picking slips
- Ability to transfer inventory between warehouses
These features allow you to manage your inventory better in Salesforce, especially when it comes to multiple warehouses inventory management. Feel free to take a look at this page for more details on how this can help with your daily inventory management.
If you are new, don’t worry. You can always install the app into your sandbox or developer instance via AppExchange and feel the zen.
For more other goodies in 3.2, please visit our release notes. Want new features? Please let us know, you can contact us at email@example.com.
Data intelligence and leads coming from BCI are the core sales opportunity in the business of our chemical construction site service customer.
These leads are externally provisioned through CSV files and it needs to be tracked in Salesforce so that it can blend into other business data. The convergence of these data will help the customer form a powerful source of report in the forecast and finance area.
The current challenge is these data are residing out of Salesforce system.
- Review through the files given by BCI and review the data that need to be in Salesforce
- Identified the core objects – Project, Firm, Contact, Contact Role
- Work through a model to connect these objects as part of Standard/Custom object and link with Opportunity to track any finance information
||Account, Contact, Project (CO), Opportunity, Opportunity Contact Role
In Salesforce, it is very common that we build formula field, validation rule or workflow rules to act on the data of a field and sometimes we would like to validate on an empty value. In Salesforce formula editor, there are two functions: ISBLANK() and ISNULL(). The question here is, which is the correct one that we should use?
This is an old function that works with most of the field types except Text, Text Area and Long Text. (reference)
This is a new function that Salesforce introduce to support the empty field validation on Text fields. It also works with other field types. According to Salesforce documentation, it is recommended to use this function instead. (reference)
Please note that if you are referencing a formula field with the option “Treat blank fields as zeroes”, the formula field will give value zero and won’t be considered as null.
Above is how you can validate an empty field in formula editor. How can we achieve the same in Apex?
There are a few options to validate empty text fields in Apex:
Use String.isBlank() method. This will return true if the text field is empty.
Compare the text field to an empty string, e.g, Account.Name == ”. You shouldn’t use NULL as text field in Salesforce is never considered NULL. Note that String variable can still be considered NULL.
This can be compared by using TRUE or FALSE. This is because an unchecked checkbox field is considered as FALSE instead of NULL.
You should compare the field value to a NULL.
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.
There was a requirement to implement a solution that met the following criteria:
- Ability to retire the excel based and access based solution that was in place.
- A cloud solution accessible from anywhere.
- Ability to track Agri Spreaders and Chaser Bins that are sold by Distributors or sold directly – in multiple countries.
- Ability to track machine level detail, including location and warranty details.
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.”