Category Archives: Company Update

Using Salesforce and want to connect OneDrive or Sharepoint online?

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:

  1. 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.
      1. User License must be set to “None.”
      2. Edit the System Permissions and check “Files Connect Cloud”.
      3. 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.
  2. 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.
  3.  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.

Caloundra Film Festival – Final Movie

Tomorrow night the Caloundra Film Festival will be showing the final movie of the Sunshine Coast Spanish Film Festival  “The Queen of Spain” starring Penelope Cruz and Directed by Fernando Trueba, it looks like a scorcher! We would like to once again thank the Caloundra Film Festival team for allowing us to not only be sponsors for the film festival, but for doing such a crash hot job of bringing foreign films to the coast. We look forward to continuing this successful relationship and excited to see more.

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 email integration with SalesforceIQ Inbox

Following on from our earlier blog on Outlook integration, lets take a look at the latest email solution from Salesforce, Salesforce IQ Inbox.  

With a load of new features , Inbox sync emails to Salesforce from:

  • iOS
  • Android
  • Gmail
  • Chrome
  • Outlook
  • Outlook Web App

Note: Need a Calendar sync? Salesforce Inbox doesn’t support calendar sync yet,  you should consider using Lightning Sync.

Enhanced features that will speed up your work day:

  • Automatically builds and displays a customer’s profile on Salesforce through Inbox using CRM, Twitter and LinkedIn. 
  • Ability to create Opportunities/Lead’s through Inbox.
  • Advance scheduling capabilities – To book appointments with customers, Inbox allows you to send through your blank calendar appointments for the customer to arrange a meeting.
    • If a time slot get booked before a customer has replied to your email, Inbox will update the customer’s email times on the sent email. 
  • Einstein Activity Capture:
    • Every email and calendar event you create will automatically link to customer’s record on Salesforce.
  • Activity Share Settings:
    • Define the Salesforce users that can view your email(s) that have been added to a customer records.
  • Salesforce Email templates are accessible through Inbox.

Features available for iOS and Android mobile phones:

  • Ability to view where, when and how many times an email has been viewed by a customer.
  • Ended phone calls will prompt an automatic call log to be recorded.
  • A recommended list of relevant records for review before customer meetings.
  • Ability to Closed Won an Opportunity.

To use Salesforce Inbox, you will require a special license, known as Inbox license. You can purchase it separately in your Salesforce subscription, check with your Salesforce Rep for the latest pricing.

Not sure if you have the license?  Go to your Setup > Company Profile > Company Information > Permission Set Licenses. If Inbox is visible,  you have the license.

Got the license?  Yes, then let’s proceed to configure.

Start by enabling the Permission Set License Assignment for each user and create a specific Permission Set and assign to designated users.

  1. Go to Set up > Users > User List > Permission Set License Assignment > Edit Assignment > Inbox access to Inbox enable.
  2. Next step is to create a new Permission Set. Go to Permission Set > Create new Permission Set > Set License as Inbox.
  1. In Permission set,  select App Permission and enable ‘Use Automated Activity Capture’ and ‘Use Inbox’.
  2. Lastly, you will need to assign this permission to all users.
  3. Once completed, you can follow the steps listed here to setup email extensions.

For further details, you can also refer to this documentation guide.

Ignoring the lack of a calendar sync, Inbox has a great list of functionality, test it out to see if it speeds up your customer engagement.

Moving Offices – Part One

We are currently in the process of finalizing our new office and patiently awaiting for the final big move.  During part one of moving office, we combined our two offices into one. We have taken a few highlights from the move and have added a quick sneak peak.  Part two will show our final move into our new office as well as a full office tour!

Meet the team – introducing… Lean!

Meet Zhen Yueh Lean, one of our senior architects.

Lean works out of our Kuala Lumpur office and  joined the team as a pioneer in December 2008.  Lean is our goto person, with skills covering Salesforce architecture, design, development and configuration.  In addition to Salesforce he’s worked extensively with Dell Boomi and Talend.

Tell us about yourself Lean?

What is the best part about working at WDCi?
We have a friendly and helpful working environment.

Top Strength?
Troubleshooting and Development.

What’s 1 professional or personal skill you wish you had more of?
Communication skills.

How was WDCi grown since you started ?
We have been in the process of transforming ourselves throughout the last 9 years from cloud integration to Salesforce and now to a combination of both and a product company. It has been very exciting to see us evolve and improve.

Favourite moment?
My first company trip to the Sunshine Coast of Australia, back in 2013.

Favourite quote?
How hard can it be?

RIO Inventory for Salesforce Features

RIO Inventory for Salesforce has a load of features to manage your inventory levels.  Checkout this video to see some of the features in action.

Want to know more?  Take a look at the product documentation, the Appexchange listing or contact us at support@wdcigroup.net for more info.

Salesforce and TEQSA PIR Reporting – making life easier

For Higher Education providers there is a requirement to report their PIR data on a yearly basis.  This is a time consuming exercise requiring many hours of effort.

If you are running or want to run your SMS on the Salesforce platform, we can implement Salesforce to ensure you have all the required data, including capturing:

  1. Course data for the PCO file
  2. Student enrolment data for the PSD file
  3. Staff data for the PSF File
  4. Course completion data for the PPS file
  5. Load estimate data for the PLE file

In addition we can export all the required PIR data to a text positioned file so that they can be directly consumed into HEPCAT.

Our expertise in this area will ensure you have a solution that is continually validating your data.  We’ll advise you on PIR best practice to ensure reporting time is as painless as possible.

Contact us at getinfo@wdcigroup.net to discuss our experience and how we can help you to meet your PIR reporting in a timely manner and with minimal impact to your organisation.

Salesforce and Outlook – what are my options?

With so many options available, how do you make a decision on the right way to connect Outlook and Salesforce.  Here’s some tips to help you in that process.

We’ll start with functionality that doesn’t require additional licensing:

  • Email to Salesforce  allows any outbound email from any email client to send a copy to Salesforce:
    • Each SF user has their own unique address that they cc in the outbound email
    • Salesforce consumes the email and applies filters based on each SF user’s configuration setting
    • Email only, email technology agnostic
    • Provides a solution to tablet users, utilising a tablet email client as this is simply another email address they are copying on outbound emails
    • Often used in conjunction with one of the methods below

If you want to purchase additional licensing, consider Salesforce Inbox, we’ll cover that in a different blog.