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.
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
- Client side using Salesforce supplied desktop add-in, supports older releases of Outlook clients:
- Salesforce for Outlook v4.1 – https://help.salesforce.com/articleView?id=000113374&language=en_US&type=3 & http://resources.docs.salesforce.com/208/20/en-us/sfdc/pdf/sfo_getting_started_guide.pdf
- Requires each user to install the software on their client machine running Outlook
- Client is downloaded from Salesforce
- Configuration for what is sync’d is controlled in Salesforce.
- Email sync is manual at the client.
- Tasks and Events can be sync’d in the background
- Passive sync – data is synchronised when that email client is fired up on each user’s computer
- Client side using Microsoft supplied desktop add-in:
- Lightning for Outlook (+ Enhanced Email for Lightning for Outlook)
- Outlook Clients must support add-ins (Outlook 2013/2016 and Outlook web app)
- Email only, for Contacts and Events sync, see Lightning Sync
- Enhanced setting allows for Emails to be stored in their own related list in Salesforce – if not enabled emails are added as Tasks
- Server side:
- Lightning Sync:
- Works in conjunction with Lightning for Outlook
- Connect via OAuth 2.0 or Service Accoun
- Supported versions are Exchange 2013 (Service Pack 1), 2016 and Exchange online
- Background, server based sync of Contacts and Events:
- Contacts – both directions
- Events from Exchange -> SF only
- No support for recurring events
- Sync preferences are configured inside Salesforce and users are assigned to the configuration(s)
- Appexchange App:
- A large list of Appexchange solutions are available, these existed prior to the Lightning functionality described above
- If using any Terminal Server environment one of these can be used
- Two such solutions are:
- Lightning Sync:
- Lightning for Outlook (+ Enhanced Email for Lightning for Outlook)
If you want to purchase additional licensing, consider Salesforce Inbox, we’ll cover that in a different blog.
You asked for it and we’ve delivered! RIO Inventory for Salesforce v4.1 has been released with Kit/Combo capabilities. You can create Kits of a Combo or Assembled type, so whether you’re selling drum kits or baking cookies we have the solution for you.
This feature will allow you to create, assemble and return products to a Kit from Inventory on hand. As expected it works with standard Salesforce Products so you can continue to use all the existing features with minimal changes.
To view more on the new Kits feature, check out our release notes in the RIO Inventory documentation here.
Want some help setting it up? No problem, just contact us at email@example.com and we’ll assist.
Stramit Building Products, part of Fletcher Building is a major Australian manufacturer of roll-formed steel building products, including roof and wall cladding, guttering, fascia, purlins, flooring and structural formwork.
These products, along with complementary products and services, are delivered through a nationwide network of manufacturing and distribution centres, strategically located to ensure coverage of major metropolitan and regional markets.
Up to date project data is key to driving pipeline and focus. Prior to implementing this solution, Stramit was dealing with:
- 4 staff working full-time to parse BCI data manually
- Routing 1000-3000 projects a week to sales teams
- Information overload
- No ability to filter quality project data
- No ability to link architects and engineers to the multiple projects they are working with
Stramit, as a long-term user of the Salesforce platform, looked to Salesforce to be the application to host the BCI project data. A design was needed that enabled the data to be captured but also filtered and assigned to the correct parties within Stramit.
Stramit chose WDCi as the implementation partner to plan, customise and deploy the solution as well as make recommendations for tweaks in future releases. Together we designed and released a successful automation process that included the following key features:
- Integration between BCI and Salesforce
- Using Dell Boomi to automate the import of BCI project data
- Automations in Salesforce to filter this data and route filtered data to the right people
- Alerts and notifications based on the automations that filter the data
- Dashboards and reports to monitor the pipeline data
- Staff freed up to do more productive tasks
- Timeliness of information
- Staff are up to date on what they need to work on
Paul Hahn, National Sales Manager, noted that “This integration between BCI and Salesforce has enabled us to consume large quantities of data efficiently, driving the right activities in our team to grow our pipeline. WDCi has partnered with us to deliver a solution we understand and can tweak ourselves as we make adjustments to our business focus. It works brilliantly.”
To sync email from Gmail to Salesforce, use the Lightning for Gmail feature. If you require to sync events from Google Calendar to Salesforce, you will be required to setup Lightning Sync.
See steps below.
This video will show the step by step to setup Lightning for Google – https://www.youtube.com/watch?v=6HHExMJIYOs
Note: Make sure you are using Google Enterprise & you are the admin of the enterprise account.
Lightning Sync for Google (Beta) –https://help.salesforce.com/articleView?id=lightning_sync_admin_google_overview.htm&type=0&language=en_US&release=206.15
What you need
The below links will need to be opened on your browser:
- Salesforce Setup
- Gmail Admin Console – Admin.google.com
- Google API Console – console.developers.google.com
Prepare Google Account
Step 1: Enable Google API
- Go to Google API Console > Create new project. (You can call it Lightning Sync)
- Enable Calendar API & Contact API:-
– Google App API > Calendar API > Enable
– Google App API > Contact API > Enable
- Click on Credential on right panel
– New Service Account
– Service Account Name – Company Name
– Role – Owner
– Key Type – JSON
Note: Keep the downloaded JSON file.
- Credential > Manage Service Account
– Company Name > Edit
– Enable Domain Y Delegation
– Configure Consent Screen > Fill in anything relevant. Leave optional blank if unsure.
Step 2: Setup Google Admin Console
- Go to Gmail Admin Console
- Click More Control > Security > Show More > Advance Setting > Manage API Client Access
– Client Name = Client ID (From Google API Service Account)
– One or More API Scope = https://www.googleapis.com/auth/calendar.readonly, https://www.googleapis.com/auth/contacts.readonly, https://www.google.com/m8/feeds > Authorize
Enable Lightning Sync in SF
- Go to Salesforce Setup >Quick Find > Lightning Sync Setup > Enable
- On the Upload Your Google Private Key section > Click Update > Upload JSON file
Note: Test connection using Connection Test: Fill in your user email. You will see success message once connected
- Setup sync setting
– Go to Setup > Quick Find > Sync Configuration
– Create New (You can name it Default)
– Configure Sync setting on the Data Setting section
- Check sync Status
– Go to Setup > Quick Find > Sync Status
Note: You can see summary of sync records here
Install Lightning for Gmail extension
- Go to this link – https://chrome.google.com/webstore/detail/salesforce-lightning-for/jjghhkepijgakdammjldcbnjehfkfmha
- Click Add To Chrome
- See this documentation for how to use – https://help.salesforce.com/articleView?id=lightning_for_gmail_user_overview.htm&type=0&language=en_US&release=208.18
With RIO Inventory you can now scan SKU and Serial Products with a Barcode Scanner. This is a great new future that will save you time managing your inventory levels.
Check out our documentation for details and an explanation on how it works. We have added a new ‘How to Use’ guide which can be found here.
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 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.