Category Archives: Company Update

Wedid: Salesforce Health Check

Health is important for all humans and also for your IT system’s! Keeping your IT system’s healthy helps in sustaining a better business. For example, Salesforce being your company’s CRM system.

Keeping Salesforce healthy helps you access your customer information in a smother and safer environment.

As such, we’ve recently helped our customer to perform a health check against their existing Salesforce instance which have operated for at least 3 years.

Some of the highlights of the health check scope includes:

  • Salesforce very own security health check
  • Scanning apex code/s within the Salesforce instance
  • Monitor Salesforce API request limit
  • And much more

It is recommended to health check your system at least on a yearly basis, similar to your yearly body checkup as well.

If you value your Salesforce instance as much as you value your own health, feel free to contact us for help you with your Salesforce health check.

WDCi Hiring in Kuala Lumpur

We are currently looking to hire a Director of Service to join our team in the Kuala Lumpur office.

Do you have 10 years Senior Manager experience?

Are you proficient in both written and spoken English?

5+ years experience in planning and managing IT infrastructure requirements?

If this sounds like you or someone you know, click here to find out more and how to apply today.

RIO Inventory Sage Now Available

RIO Inventory Sage Live is an inventory solution that can be used for multiple warehouses.

Key features for Sage Live include:

  • 100% native Salesforce app.
  • Uses standard products.
  • Inventory is recorded against warehouse locations.
  • Inventory can be recorded in Batches.
  • Inventory on hand and available visible at the product level.
  • Products, Accounts or Transactions can have default warehouse location set.
  • Low inventory threshold can be set per product. Reports show when products have low inventory.

RIO has been published to the Sage Marketplace and can be viewed here.

RIO Inventory 3.8 Release

Capture

We have just released RIO Inventory 3.8 to the Appexchange. This update has new features that include:

  • Barcode scanning – enabled for Product SKU
  • New offline scan mode to provide efficient scanning of SKU’s without internet connectivity
  • Add, remove or transfer multiple serials of a product
  • Improved performance for Inventory Adjustments

RIO Inventory adjustment

Check out this Page for more details on the new RIO Inventory updates or you can watch our youtube video tutorial here. Install 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 

Salesforce: Implementing Search Filter on Dayback Calendar When Searching Related To Records

Salesforce Dayback Calendar (Version 1.17) allows you to do a search over the related to record. This is pretty similar to the Salesforce standard event “Related To” lookup.

The default behavior of the lookup is to search across all records based on the object it is configured with. For example the following configuration indicates that the Dayback is related to Opportunity:
related_to_opp

However, there is a requirement that the search should only search on records that fulfill certain criteria. Using the example above, the related to lookup should only list opportunity that is not “Closed Won” or “Closed Lost”. Which without making any changes, it would result as per the following for example:default_search_result

To navigate around this, consider the following:

  1. Create a custom formula field that prints the name of the record (or any other terms that you want to list out as the related to search result) only when it meets the criteria. In our example, our formula should only print Opportunity Name when the Opportunity record is not Closed Won or Closed Lost otherwise it would be left blank. Example Formula: IF(OR(ISPICKVAL(StageName, “Closed Won”), ISPICKVAL(StageName, “Closed Lost”)), NULL, Name) and also assuming the custom field name is called “Dayback_Name_Filter__c”
  2. In Dayback, configure under the “Project Objects” section so that the “Search Field” should reference the formula field instead. This is to tell Dayback, when doing a search against Opportunity (in our example), lookup record based on terms search via this field.
    object_config
    Therefore, Dayback would only search based on the field when values appear on the field plus it matches the search term.