Tag Archives: wdci_wedid

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

Wedid: Custom CPQ

Challenges:

This company earns their revenues through providing services and lab products.

Currently, all the product details e.g selling prices, promo prices are stored in different external systems. These details are not available in Salesforce.

The sales team will need to manually check for product details – product prices from different systems before adding them into the Salesforce quote. This is causing a massive backlog in the quoting process and the company is looking for a solution to expedite the process.

For example:

  1. User is going to propose Product A.
  2. The user logs in to system A to check for the selling price for Product A.
  3. Then, the user logs in to system B to check for the promo price (if any) for Product A.
  4. Once confirmed, the user includes Product A as line item in the quote.

Solution:

  1. Create a custom page in Salesforce that allows user to search for the products.
  2. Using integration and web service calls, allow user to search for the prices of the selected products from both systems through the same custom page in Salesforce.
  3. From the price search results, user can proceed by creating a quote and and quote line items.
Related Objects Product, Pricebook, Pricebook Entry, Opportunity, Opportunity Product, Quote, Quote Line Item
Components/App VisualForce, Trigger

Web Service Calls base code generated via WSDL2Apex then further modified to suit the need.

Complexity Difficult

Challenge encountered as the initial WSDL file was not compliant with WSDL2Apex requirement and necessitated adjustment before it can be parsed by WSDL2Apex.

 

WEDID: Boomi Advanced User Security

Challenges

Customer has the requirement to restrict Boomi login users to have certain privileges when performing development and/or monitoring the processes logs. For example, a developer should not be given privilege to see production logs but he/she is allow to at least perform development as well as viewing logs/data processes deployed in a non-production environment.

Solution:

Purpose Create more restrictive privileges for different Boomi login users of an account.
Applications Dell Boomi Atomsphere
Tool Dell Boomi Atomsphere
Information Enable the Boomi Advanced User Security feature. This allows creation of custom roles with combination of different privileges. Assign the different custom roles setup to the appropriate user as well as assigning the respective custom roles to only the environment which the user is allow to see.
Complexity Low

Wedid: Salesforce As Retail Coordination System

Challenges

A consultancy company needs to provide solution to the customer encompassing a portfolio of the retail information relating to the property, budgeting, landlord, solicitor etc. The challenges identified in the solution are:

  • each detailed information need to be linked to create a connected entity as documents need to be generated at each record level containing the summarised entities
  • all steps need to be tracked in each of the leasing opportunities to capture the offer/counter offer stages
  • elaborate documents need to be generated

Solution:

leasing

All retail entity is tracked and managed from the objects in the diagram to create a linkage.  Precise data modelling is required. When documents are generated, retrieving information for each entity will not be an issue.

Each offer stage will be tracked individually. Once a final offer is decided, a trigger is implemented to roll up the final result to the opportunity.

Related Objects Account
Contact
Opportunity
Associated Entity (Custom)
Account Site (Custom)
Site (Custom)
Offer (Custom)
Components Data Modelling
Salesforce Apex
Conga Composer
Complexity Medium

Salesforce: Edit data from list view

If you are looking for a way to edit your records in one view, you can consider using the Salesforce out of the box inline editing feature in list view.

Setting up:

To set this feature up, you will need to check the Enable Inline Editing checbox in User Interface. (Setup | Customise | User Interface)

This feature only allows you to edit one record at a time. If you need to  edit multiple records at a time, you can try below method.

Mass Edit from Related List

To enable mass edit from list view, you can do so by enabling the permission in user profile. However, do note that multiple edit from list is NOT SUPPORTED in Product object. You can only do inline editing for Products.Mass edit in list view