Category Archives: Company Update

Wedid: Custom Related List Record Creation

Challenges:

The client would like to ensure that every time a project record is created, all the relevant and related default records are automatically created. The related default records created are based on the different types of options selected at the master record (see below).

Option (User selection on the master object) Related List Records (Auto created as related list records)
Option 1 Record 1
Record 2
Record 3
Record 4
Option 2 Record 2
Record 5

Solution:

Create a custom master object and a custom child object. This will act as the template placeholder.

Create a look up at the project object that looks up to the template (custom master object mentioned above).

User choose the template through the lookup field in project. All the relevant default child records will be created.

Related Objects 1X Custom Object (Master) and 1X Custom Object (Child Object)
Components Data Model Design, Apex Trigger, Apex Classes
Complexity Medium

Wedid: Custom Validation Rules on Child Records

Challenges:

The client would like to ensure that all the child records of a master record to be marked as “Completed” before the users can change any a specific value in the master record.

Solution:

Ensure that the master and child record objects are linked using master-detail relationship.

Use a roll-up summary to calculate total child records and use roll-up summary to calculate total child records with “Completed” status.

Use validation to check if these 2 roll-up summaries match. If matched allow the changes of a value in master record if not then otherwise.

Related Objects Custom Object (Master) and Custom Object (Child Object)
Components Data Model Design, Roll-up Summary, Validation Rules
Complexity Easy

Wedid: Customised Form Submission

Challenges:

The client is providing mentoring /coaching services to individuals that works in managerial positions. This client would like to provide a web form for the potential applicants to submit their application details from the website. The applicants have to fill up their standard personal details and attach their personal resumes and supporting documents for submission as well.

Solution:

Salesforce out-of-the-box web-to-lead feature does not handle attachment submission.

Setup a web form using a web form app – Form Assembly. Configure and map the relevant fields  available in the web form against the fields in lead an map the attachment field in the web form against the lead related attachment object.

Related Objects Lead and Attachment
Components Form Assembly
Complexity Easy

WEDID: ORACLE DATABASE & EQUELLA INTEGRATION

Challenges:

Client wants to sync Oracle database, which contains Active Directory records, to those in Equella so that the users will be granted access to their respective repositories. Client also requested where possible reduce the queries from Equella.

Solution:

db-equella

Purpose Query group members from Oracle and update groups in Equella.
Applications Oracle database
Equella
Tool Dell Boomi Atomsphere
Information DB > Equella
Data Formats XML
Volumes ~100/day
Process DB > Create > Equella
Schedule Every 5 minutes
Complexity Medium

Boomi: Query Marketo Leads by Static List

In Boomi Marketo connector, you can query a list of leads by using the static list which gives you the option of either using:

1. Static List Name
2. Static List Id

staticlist

Static List Name
You can do this by simply providing the name of the List that you have created in Marketo. However, if the list is created under a campaign, you have to provide the name of the campaign and the list. For example:

staticlist2

if you have the setup as shown in the screenshot above, the name that you should provide is “Campaigns for Activity Extract.Leads with Web Visits”.

Static List id
If you would like to use the list Id, you can retrieve the Id:
- click on the list
- look at the URL in browser
- retrieve the number between ST and A1

For example: https://app-abd.marketo.com/#ST1234A1, the Id for the list would be 1234.

Wedid: Netsuite & FTP Integration

Challenges:

Files are generated from a warehouse management system, with information about incoming and outgoing transactions, and transferred to a FTP server. These transaction files in turn need to be synced to Netsuite system.

Solution:

ftp_ns

Purpose To sync incoming and outgoing transactions from warehouse management system into Netsuite.
Applications Netsuite
FTP (Storage)
Tool Dell Boomi Atomsphere
Information FTP (Receipt) > Netsuite Item Receipt
FTP (TransactionHistory) > Netsuite Inventory Adjustment
FTP (Shipment) > Netsuite Item Fulfillment
Data Formats XML
Volumes ~100/day
Process FTP (Receipt) Create Netsuite Item Receipt
FTP (TransactionHistory) Create Netsuite Inventory Adjustment
FTP (Shipment) Create Netsuite Item Fulfillment
Schedule Every 5 minutes
Complexity Medium

Wedid: Netsuite & Warehouse Management System (Scale) Integration

Challenges:

The client uses Netsuite to manage the transaction orders and Manhattan SCALE, a warehouse system to manage the distribution of the products, they would like to sync data between both the systems to keep track of the orders and the inventory system

Solution:

ns_SCALE

Purpose The inventory records between two systems need to be consistently synced to track orders (from sales, purchase and return activities) and inventory (from warehouse).
Applications Netsuite
SCALE
Tool Dell Boomi Atomsphere
Information Netsuite Inventory Item > SCALE Item
Netsuite Transaction Order > SCALE Receipt
Netsuite Transaction Order > SCALE Shipment
Data Formats XML
Volumes ~100/day
Process Netsuite Inventory Item create/update SCALE Item
Netsuite Transaction Order create/update SCALE Receipt
Netsuite Transaction Order create SCALE Shipment
Schedule Every 5 minutes
Complexity Medium

Wedid: Teradata and Salesforce Integration

Challenges

Client is managing support cases and work orders through Salesforce. They would like all entries and its children records to be tracked in Teradata as well.

Solution:

sf2teradata

Purpose Sync any records updates from Salesforce into Teradata
Applications Salesforce.com CRM
Teradata
Versions Salesforce
Teradata
Tool Boomi
Information Salesforce Case > Teradata Tables
Salesforce Custom Object (Work Orders) > Teradata Tables
Data Formats XML
Volumes ~500/day
Process Salesforce Case (and its related record such as Account/Contact/Product) will be created or updated into Teradata respective tables.
Salesforce Work Orders (and its related record such as Customer/Product/Warranty) will be created or updated into Teradata respective tables.
Schedule Hourly
Complexity Medium

 

Wedid: Oracle Database and Amazon Web Services (SFTP) Integration

Challenges

Student and courses information from a student management system (via database connection) needs to be extracted into *.csv format and to be loaded into an SFTP server hosted on Amazon Web Services (AWS) which then produces report on student wellness and their engagement.

Solution:

oracle2csv

Purpose To generate csv files which consist of student and courses information and load it into SFTP server.
Applications Oracle database
SFTP
Versions Oracle database
SFTP
Tool Boomi
Information Student table (Database) > Students file (CSV)
Course table (Database) > Courses file (CSV)
Data Formats Flat File
Volumes ~10000/day
Process Extract student and course information daily and convert the information to CSV format file.
Schedule Daily
Complexity Low

 

Wedid: Device Compliance Tool (XML) and Salesforce Integration

Challenges

Client is using a Device Compliance Tool to perform testing on the devices that will be assigned to specific Work Orders. The result generated from the tool needs to be attached into Salesforce as a reference and for further process.

Solution:

disk2salesforce

Purpose To attach the test result (in XML format) generated from a Device Compliance Tool into Salesforce
Applications Local Disk
Salesforce.com CRM
Versions Local Disk
Salesforce
Tool Boomi
Information Local Disk XML file > Salesforce Custom Object (Work Order)
Data Formats XML
Volumes ~100/day
Process When a test result is available in a local disk as an XML format file, it will be attached into Salesforce’s Custom Object called Work Order. The matching Work Order information can be extracted from the XML file.
Complexity Low