Category Archives: Company Update

Boomi: Handling Additional Parameters when extending OAuth 2 details

Boomi allows extending OAuth 2 details for example in a HTTP Client Connector.

http_extension

When defining the connection details in the development mode, you are allow to build the Authorization and Access Token URL with additional parameters via the “Add Authorization Parameter” and “Add Access Token Parameter” section:

additional_params

There is no way to extend the additional parameters portion as of today.

An alternative approach is to consider building the parameters directly through the “Authorization Token URL” and “Access Token URL” directly instead.

For example: ${the_authorization_url}?response_type=code&resource=……

In this case, you can then overwrite the parameters through the “OAuth2 Authorization Token URL” and “OAuth2 Access Token URL” in the extension.

This is something to be considered when you are planning to extend the OAuth 2 details for a connector.

Wedid: Custom Lead Convert on Related Lists

Challenges:

There are additional information being tracked by the user under leads. These information are stored in custom objects linked against the leads (the lead related list). These additional information are required to be brought over on lead conversion however,  Salesforce out-of-the-box does not convert custom related list.

Sample scenario:

There are booking records created against a lead. When the lead is converted, user will need to see these booking records under the converted record (Person account).

Solution:

  1. Create lookup fields on the custom object. Lookup fields will be against the lead and against the converted object. In the scenario above apart from the lead lookup, create a lookup to contact.
  2. Build a simple trigger to populate the contact Id into the contact lookup field when the lead is converted OR
  3. Utilize the process builder that does the same as the trigger above
Related Objects Custom object(s)
Components/App Trigger OR Salesforce Process Builder
Complexity Easy

Need your Salesforce Inventory linked to Xero or Saasu?

Want to load data from Xero or Saasu?

We’ve added more functionality to our highly successful product, RIO Readymade Inventory Plus. You can now transfer data from Xero or Saasu to RIO Readymade Inventory Plus.

Can I use other csv data files?

Yes! The program can also handle any csv file in the required format.

How does it work?

  1. Send us an email at support@wdcigroup.net and we’ll send you the job.
  2. The upsert uses Skyvva data loader. Skyvva can be downloaded for free.
  3. Install Skyvva (this app is available on Appexchange).
  4. Install our job
  5. Download the data from Xero/Saasu
  6. Follow the instructions to upload your data to Salesforce.

What if I need some help?

Videos and documentation are available here.

Build on Salesforce features. Can I automate it?

Subscribe to Skyvva and you can email the data to automate the process

Salesforce: Lookup Filter for Different Record Type

Scenario: How to limit a lookup field to only show certain records based on record type. For example, account has 2 record type – HQ & Branch. Each branch will need to specify the HQ using the Parent Account field:

HQ (Parent Account)
Branch 1
Branch 2
Branch 3

Based on the example above, we need to apply below restriction:

  • A Branch account can not have another branch account as parent.
  • A HQ account can not have branch as parent acount.

Solution #1: Lookup filter (Recommended)

You can use lookup filter to limit the selection based on record type. For example:

Filter criteria:
  1. Account record type = Branch
  2. Parent account record type = HQ
  3. Account record type = HQ
  4. Parent account record type = HQ
Filter logic:
(1 AND 2) OR (3 AND 4)Note!: Make sure that filter type is set to Required to make sure that the lookup value MUST match criteria!

Solution #2: Validation

You can also choose to create a set of validation rule to stop user upon saving a record. For example:

OR(
AND(RecordType = Branch, NOT(ParentAccount.RecordType = HQ)),
AND(RecordType = HQ, NOT(ParentAccount.RecordType = HQ))
)

Both solution above will trigger on bulk insert/update. You will probably get below error when you try to assign parent account that doesnt fit the criteria:

  1. ERROR: Value does not exist or does not match filter criteria  OR
  2. The error message you set in the validation rule

Form Assembly: Email Notification

Question:

  1. How to setup email notification?
  2. How to customise it?
  3. If an attachment is submitted in a form, how to display the attachment in the email notification?

Question #1: How to setup email notification?
Solution:

  1. Login to Form Assembly > Click on Form
  2. Go to the Notification tab on right panel
  3. Under ‘Your Notifications’ section, choose Enabled (text emai) to send text notification email or Enabled (HTML email) where the email content will be in HTML form.

Question #1: How to customise it?
If you would like to customise the email notification content, you can do so by selecting ‘Customized template’ under Email template selection after enabling email notification.

Note: You can play around with different aliases to display different information in email notification. For example, use %%RESPONSE%% to display all submitted data in the form. Do bear in mine that hidden fields will also be displayed in the email notification.

Question 3: If an attachment is submitted in a form, how to display the attachment in the email notification?
If your form allows attachment and the receipient would like to view the attachment in the email notification, you can do so by using below aliases:

  1. %%FILE_LIST%% = Displays URL link that directs to attachment record stored in Form Assembly. Login is required in order to view/download the file.
  2. %%UNPROTECTED_FILE_LIST%% = Automatically downloads file when the url link is clicked. Login is not required.

Salesforce: Migrating Middle Name

In the spring’15 release, Salesforce introduced Middle Name and Suffix under the Contact object to avoid confusion between two records with the same first name and last name. To turn on this feature, you will need to contact Salesforce support. Both fields also supports data import.

For further details, check out the release notes for Spring’15.

Problem: If you are trying to import data into middle name field but somehow the field is not showing in your data loader mapping list. What should you do?

Solution:

  1. If you are using apex data loader, make sure that your data loader version is the latest. The field will not show in older version.
  2. Make sure that the field is available in Salesforce. If you are using Professional edition, make sure that it is displayed in the layout.
  3. If above method does not work, try using any 3rd party import tool. ie: dataloader.io.

 

Salesforce: Disabling Feed-Based Layout

Salesforce allows us to create feed-based page layout on Leads, Account, Contact, Opportunity & custom objects. See this documentation for more information – https://help.salesforce.com/HTViewHelpDoc?id=create_feed_based_layouts.htm&language=en_US

However, once feed-based page layout is enabled, you are no longer able to revert it back to the normal page layout view. However, You can try below workaround:

Workaround:

  1. Create a new page layout
  2. Choose existing page layout (the feed-based layout)
  3. Do not check the feed-based check box

Once new page layout is created, remember to assign the page layout to profiles & record types.

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

Deploying Salesforce Process Builder

You may have developed process builder to streamline your business processes in sandbox and you may want to deploy them into production instances.

Do not panic if you are not seeing the component “Process Builder” or any similar term in the change set you are creating. They are actually grouped together with flows and its part of the component type “Flow Definition”.

pb_component

Once, the processes are deployed to production just double check if the processes are still active and if it not, activate it if you would like to start use them in your production.