Category Archives: Company Update

Wedid: Salesforce and CampaignTrack (Agent, Listing)

Challenges

The customer uses Salesforce contact to track office staff information whereas CampaignTrack for all marketing information. Any information in Salesforce relating to the staff and opportunity will need to be created to CampaignTrack in real time. This proves difficult for manual handling, hence, a process automation needs to be in place.

Solution:

 

Purpose Synchronise information from Salesforce Contact and Opportunity to CampaignTrack as Agent and Listing in real time.
Applications Salesforce
CampaignTrack
Tool Dell Boomi Atomsphere
Information Salesforce Contact > CampaignTrack Agent
Salesforce Opportunity > CampaignTrack Listing
Data Formats XML
Volumes ~30
Process Any contacts that are created/updated will be synced to Campaign Track in real time.
Any opportunities that are created/updated will be synced to Campaign Track in real time.
Schedule Real-time
Complexity Medium

 

Wedid: Salesforce and RentalPoint

Challenges

Customer is facing a challenge to incorporate company data between the applications they use. Client data and sales are managed in Salesforce while rental bookings reside in RentalPoint. Repetitive manual data entries need to be done to keep client and sales data aligned between the applications. For every bookings done in RentalPoint, it needs to relate to the sales in Salesforce.

Solution:

Purpose Automatically synchronise Salesforce Account/Contact to RentalPoint as Customer/Contact and also RentalPoint Bookings to Salesforce Opportunity.
Applications Salesforce
RentalPoint v10
Tool Talend
Information Salesforce Account > RentalPoint Customer
Salesforce Contact > RentalPoint Contact
RentalPoint Booking > Salesforce Opportunity
Data Formats XML
Volumes ~50
Process Newly created account/contact will be synced to RentalPoint as customer/contact.
Any bookings with Heavy Pencil/Confirmed/Cancelled with a given type will be created to Salesforce as opportunity.
Schedule Every 30 mins
Complexity Simple

 

Integrating to RentalPoint

 

URL http://www.rentp.com
Description Software for event driven rental business
API SQL Server Management Studio
Trial Version with API Access No
Data Format Database MSSQL
Authentication RentalPoint user and password authentication
API Limits No limit
Sample Use Case Salesforce Account/Contact > Create/Update > RentalPoint Customer/Contact
RentalPoint Booking > Create/Update > Salesforce Opportunity
F2I 3/5
Objects/Operations

rentalPoint-table

 

Boomi Basic 101: The SQL Lookup

When transforming data through map, there may be situation where you need to query some information from a specific record (i.e. from source) and to map it for the destination.

If you need to perform query from a specific instance (i.e. Salesforce), you can do so by utilizing the Connector Call function.

connector_call

If you are trying to retrieve information from a  database instead, you may not be able to see the Database option available in the connector list!

Don’t be panic, as you can still query database table information via the SQL lookup function available in the lookup category:

sql_lookupl

Boomi – System Command Shape Tips

Last time, we discussed about the usage of Program Command shape in Boomi. The shape is very useful especially it allows us to invoke a system command/shell script from a Boomi process. However, did you know that the shape will use the system command exit code to determine the status?

0 – success
1 – fail

This will not work correctly if you want to execute a system command that has different exit code than the standard one.

For example, the Robocopy in Windows uses different exit code (e.g, 1) other than 0 to indicate a success copy operation. This will cause an error execution in Boomi. To overcome this, you can write a system command script to alter the exit code to make it compatible with Boomi Program Command shape:

ehco off
robocopy D:from D:to filetocopy.txt /is
IF %ERRORLEVEL% EQU 1 (
exit 0
) ELSE IF %ERRORLEVEL% EQU 0 (
exit 0
) ELSE (
exit 1
)

HTML Email Tracker & Reporting

Tracking emails can be useful for customers such as Salesperson. They are usually busy with making a lot of phone calls.

So to help lessen the burden, tracking emails to narrow down the possibilities can help Salesperson to decide on which prospects to call based on the number of times they open the email.

Higher the number of times, higher then possibility.

How does HTML Email Tracker works? [Salesforce Source]

The concept of HTML email tracker is simple. Each time user sends a HTML email, there will be a picture image attached. The picture is a 1×1 pixel image, it is so small that it is normally transparent.

When receipient opens the email, the mail program (ie. Outlook) will scan for images and attempt to download them. Thus, Salesforce are able to track from there and update the status.

! Take note that the tracker will fail to work if the recipient configured their browser to not download any embedded images.

Before setting up, Do make sure that the email tracking is checked. (Setup | Customize | Activities | Activity Settings)

Setup

Once tracker is enabled, go to any object that email is sent from (ie. contacts), edit the page layout and make sure that a related list (HTML Email Status) is pulled out.

email status

Reports

We can also build our own reports on tracking email. Create new report on Activities, select HTML Email Status.

email report

! This report is only available for the person who sends the email. Even for Admin or managers, if they are not the sender, this report basically wont be doing any good.

Boomi: Debugging Connectors

Have you ever having difficulties to view the raw data that is being sent out or received in Boomi platform? Here are the options that you use to overcome this:

Charles Proxy

This is a very useful networking traffic capturing tool. You can refer to our previous post to find out more on how this works.

JVisualVM

In the latest release, Boomi has introduced a new Atom property “connector.trace”. This Atom property has to work together with a Java JDK built-in utility, JVisualVM (this can be found in JDK_HOME/bin or download from here).

To enable the debugging mode, you will need to:

1. add the “connector.trace=true” to the Atom via Atom Properties screen
2. enable Remote JMX on the Atom
3. configure JVisualVM to monitor the Java activities

Netsuite: Retrieving Picklist Value Internal IDs

In Netsuite Web Services, list fields require internal IDs to specify the list values.

First, you will need to enable the ‘Show Internal IDs’ in the system preference.

1. Go to Home > Set Preferences.

2. Under the General tab, under Defaults, check ‘Show Internal IDs.

After that, you can go to the list field configuration page, under the Values tab, you will see list of the values and their IDs.

List_Field