Category Archives: We Did

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

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

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.”

Wedid: Using Salesforce in a Residential Care Environment

Challenges

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.

Solution:

  1. Gather all data and understand the origin and process involved
  2. Design the data model and to ensure a single point of data but ensure that security will not be compromised
  3. Leverage Salesforce Customer Community to provide updates on the residents to family members

Related Objects Lead, Account (Person), Contact, Other Custom Objects
Components Data modelling, Customer Community, Visualforce Page, Apex Trigger
Complexity Medium

Wedid: Campaign Response Tracking

Challenges

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.

Solution:

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.

Related Objects Campaign, Campaign Members, Custom Collection Object
Components Process Builder, Enterprise Limitations
Complexity Medium

Wedid:BCI Data Modelling in Salesforce

Challenges

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.

Solution:

  1. Review through the files given by BCI and review the data that need to be in Salesforce
  2. Identified the core objects – Project, Firm, Contact, Contact Role
  3. Work through a model to connect these objects as part of Standard/Custom object and link with Opportunity to track any finance information
Related Objects Account, Contact, Project (CO), Opportunity, Opportunity Contact Role
Components Data modelling
Complexity Low

CASE STUDY: Sales and Asset Tracking

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.

1600 Bushel HaulMaster Agrispreader256

Challenges

There was a requirement to implement a solution that met the following criteria:

  1. Ability to retire the excel based and access based solution that was in place.
  2. A cloud solution accessible from anywhere.
  3. Ability to track Agri Spreaders and Chaser Bins that are sold by Distributors or sold directly – in multiple countries.
  4. Ability to track machine level detail, including location and warranty details.

Solution

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.”

We Did: WordPress WooCommerce and Netsuite

Challenges

Customer is hosting a website where visitor are allow to register and login. Visitor and existing users are allow to make purchase through the website too but the transactions and payment would need to be tracked through Netsuite.

Solution:

Purpose To sync product, website users and sales transaction between website (WordPress WooCommerce) and Netsuite
Applications WordPress (WooCommerce)
Netsuite
Versions WordPress
Netsuite
Tool Boomi
Information Netsuite Non-Inventory Sales Item > Woocommerce Product
Woocommerce User > Netsuite Customer
Netsuite Customer > Woocommerce User
Woocommerce Orders > Netsuite Sales Order
Netsuite Sales Order > Woocommerce Orders
Data Formats JSON and XML
Volumes ~100/day
Process When customer register a login through website, customer information needs to be stored in Netsuite as well. When a items are added and maintained in Netsuite, the product needs to be made available in the website for people to purchase. And when customer make a purchase through website, the transaction needs to be in returned tracked in Netsuite for shipping and reporting purposes.
Schedule Every 2 minutes
Complexity Medium

Wedid: Salesforce Skedulo Case Integration

Challenges

This companies main revenue source is derived from the repair services and additional products they provide to the commercial and residential business.

The technicians are required to repair items, keep track of replacement products issued to the customers, collect signatures, take images of the issues found, advise the next technician to onsite of the job requirements and what they foresee the next technician will be required to complete.

The challenge for this solution was that there would be up to 3 job visits, each job visit containing data that would need to be passed from one technician to another, without any phone or email communication.

Solution:

In the case, we used Apex trigger in conjunction with Skedulo and a custom Visualforce page to send the user to the Skedulo Web Browser for scheduling.

We used standard and custom fields created in Salesforce and Skedulo to capture some of the following data:

  • Products used
  • WHS issues identified or not
  • Signature Collected
  • Marketing Questions answered
  • Contact Details checked and updated
  • Images of site collected
  • Any expenses

There was a two-way sync with different trigger points between Skedulo and Salesforce allowing the data to flow back and forth.

Integrating the case with Skedulo enabled the client to automate communication between their field technicians and administration staff, reduce the paperwork created from each job, have a live status update running on each job/case for an enriched customer service and communication experience.

Related Objects Case, Skedulo Job, Product, Pricebook, Pricebook Entry
Components VisualForce, Trigger
Complexity Medium