Category Archives: Salesforce Corner

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.

WeDid: Generating Bulk Document in Salesforce

Challenges

The Customer manages their clientele function bookings (i.e. company meetings, birthday party’s, wedding dinners, etc.) within Salesforce. They would like to generate every functions agenda in bulk so they can be distributed to the Staff for reference/preparation prior to the actual events day. The Customer would also like to have the flexibility over defining a range of functions based on date as well as its venue when generating the function’s agenda.

Solution:

Conga Mail Merge is being proposed as the tool to generate the functions agenda in bulk. Additionally, a page to provide Salesforce users the convenience to define the set of functions to bulk generate and print is set up as well.

Related Objects Account, Conga’s Objects and other related Custom Objects (Functions)
Components Custom Link, Custom Fields, Workflows and Conga
Complexity Moderate

Salesforce Lightning Experience: Creating Recurring Tasks

If you are wondering how you can create recurring tasks in Salesforce Lightning, here is how:

Before you can create recurring tasks, you or your Salesforce admin may need to check if the feature is enabled:

Enable Delete & View Series

  1. In Lightning, go to Setup > Edit Object and Fields > Object Manager > Task
  2. Under Page Layout section > Click into Task Layout
  3. Make sure that ‘Delete Series’ & ‘View Series’ is displaying under ‘Salesforce 1 and Lightning Experience Actions’

View & Delete series

Display Recurring Fields

  1. In Task Page Layout, make sure to display the following fields: Create Recurring Series of Tasks, Recurrence Interval and Repeat This Task.
    Recurrign fields

Once above is enabled, you will be able to create recurring tasks.

What is View & Delete Series?

View Series is the detail page of the task.
Delete Series allows you to delete the task and all the following recurring tasks.

Delete SeriesNote: In order to use Delete Series, you will need to first go to ‘View Series’. 

New RIO Inventory 3.7

Introducing the New RIO Inventory 3.7 release to the Appexchange. This update has new features that include:

  • SKU can now be used as the Product Unique Identifier
  • Changing the RIO Inventory Configuration’s Product Unique Identifier field now also runs a batch update of all Product’s Inventory Product Code+
  • The Opportunity Assignment Overview page recognises if there are Opportunity Products with 0 assignments
  • Inventory Adjustment page has improved compatibility with older Apple devices
  • Custom Lightning lookup fields now handle special characters correctly
  • Application in the App List has been renamed from “RIO Readymade Inventory+” to “RIO Inventory”
  • The included “RIO Inventory Permission” permission set has been updated

Check out this Page for more details on RIO Inventory and the documentation site. Install the app if you are new to 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

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

Salesforce: Replacing Custom Button with Formula Field

Ever wonder how you could use the formula field as an alternative to your custom button?

This can be achieved by utilising the HYPERLINK() and the IMAGE() functions as well as an image to represent the button. You could possibly settle with just a text link rather than button as well.

For example: HYPERLINK(${Construct_the_link_here},IMAGE(${the_path_to_the_button_image},”a_description_for_the_image”),${the_link_target_behavior-optional})

As a result, you could:

  • Define the field level security (considering it is a field) if you have specific requirement over who can or who can’t execute the button
  • Make the button appear in the view list and therefore, the user could use the button even without needing to drill all the way to the record

sample

New RIO Inventory 3.5

We are pleased to announce our newest release of RIO Inventory version 3.5 to the Appexchange. Our new features include:

  • Lightning Styled Pages (Compatible with Lightning Experience and Salesforce1).
  • The Opportunity Tracking Number field now fits 18 characters
  • Assignment Page Lines are now sorted by Batch and Serial Numbers.

Check out this Page  for more details on RIO Inventory and our new documentation site. If you are new to RIO Inventory you can always install the app  and experience the new lightning styled pages.

Want new features that you think will benefit RIO Inventory? Please tell us your suggestions at support@wdcigroup.net.