Category Archives: Salesforce Corner

Are your documents ready for the Lightning Experience?

Documentation is the lifeblood of almost every business which is why we are going to share our Salesforce Lightning Readiness Check to ensure you don’t lose those critical documents in the transition to lightning.

If you haven’t already check out our previous blog to ensure you are lightning ready.

Currently, Salesforce has no plans to further develop the Document Feature for the Lightning Experience. To work around this, we suggest migrating your documents to Salesforce Files.

Salesforce has mentioned that even though the Documents tab is not available in the Lightning Experience, the existing Document files are still available. In order for this to work, however,  you will need to ensure that your documents (such as email templates) are available under Files.

If migration is needed, there are a few options available depending on the use case you have.

If you have a very small set of Documents, you can manually download them and re-upload them back into Salesforce Files.

With larger quantities of files, Salesforce suggests to do the following:

  • Export documents in the weekly export. Then upload the documents to Salesforce Files.
  • Utilise a Third Party data export tool from the AppExchange, e.g. FileExporter by Salesforce Labs.
  • Use an API-based tool (The Chatter REST API supports uploading asset files).

For more details, please see this article from Salesforce here.

Move inventory into your Salesforce Cloud.

Already using Salesforce to manage your Sales and Marketing?  You need to consider many business applications have a SAAS cloud offering which compliments Salesforce – why not consider putting your inventory management functions into the cloud as well?

I want to give you 4 good reasons why this should be a serious consideration for any business

  1. Save time for more important things

Most business owners are time poor,  spending time on non-core functions takes away from time that could be spent on growing the business or servicing the customer.  It makes sense to select best practice tools such as RIO inventory – and put the running of those tools in the cloud.

2. Get Better flexibility from your IT spend

A cloud-based inventory application like RIO inventory provides the flexibility for you to be able to react to business needs anywhere at anytime. Interfacing with your inventory on mobile devices means if something goes wrong you are only moments away from addressing.

3. Best practice Security

Security needs are regularly ranked as a high priority for all businesses.  Building this capability from the ground up is costly and can be outdated quickly.  Placing your inventory into the cloud using a tool like RIO inventory means you can benefit from best practice cloud-based security

4. Have better options on how you spend your IT budget

You obviously want performance which is stable and delivers predictable service.  The traditional way of doing things means large amounts of your IT budgets it tied up just keeping the lights on.  Consider moving away from owning and running infrastructure,  and put functions like inventory management into the cloud. This will free up IT budget to either be saving on your bottom line or redeployed to help grow the business.

Are you ready for the Lightning Experience?

It’s slick, it’s fast, your users will love it but are you ready to make the jump from Salesforce Classic to the Lightning Experience?There are a few basic steps we can recommend before taking the leap. Firstly make sure you check your instance readiness – you need to be aware of elements such as custom components, Visualforce pages, and custom buttons. This is really important to ensure your transition to Lightning Experience is smooth and flawless.

How do I know what is ready and what’s not?
Salesforce offers you an excellent “Check Readiness” feature! Salesforce will generate a Readiness report which when run can be sent to your Email as well as saved in your Salesforce Files.

Running the check Readiness feature is very straightforward all you need to do is, navigate to Setup | Lightning Experience Migration Assistant | Get Started | Check Readiness | Check Readiness

Here are some of the items the readiness report checks for you

  • Tabs, Objects and Related Lists – Such as Documents, Lookup filter, and Opportunity Partners
  • Standard/Custom Buttons/Links – URL buttons, Javascript buttons, “Sharing” buttons
  • Email templates
  • Lookup filters
  • Third Party Apps

Below are examples of the report results look like:

Results on Tabs, Objects, and Related Lists

Results on Standard/Custom Buttons/Links

So Salesforcers follow these steps and get yourself Lightning ready today!

Tip of the Week – the Salesforce ID in Lightning or Classic view

Here’s our tip of the week for recognising the Salesforce ID in both Lightning Experience and Classic views.

You probably already know you can determine the ID of a record based on the URL when in Classic (a very cool trick when you want to navigate quickly). This is what a typical URL looks like in classic view (the bolded part is the ID):

https://ap1.salesforce.com/00190000014XXXX

For those who have just switched to Lightning view (Winter18) here’s how you can use the same technique in Lightning.  You may have noticed that the URL looks a bit different in our new Lightning view (vs Classic) –  if you look at the example below you can see the ID is still embedded between the final two “/”:

https://ap1.lightning.force.com/one/one.app#/sObject/
00190000014ZkRXXXX/view

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.

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.

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.