Category Archives: Company Update

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

 

Wedid: Device Compliance Tool (XML) and Teradata Integration

Challenges

Client uses a Device Compliance Tool to perform testing on devices. The test results will need to be tracked in Teradata based on the specific device family type.

Solution:

disk2teradata

Purpose Ensure all devices test results are tracked in Teradata database
Applications Local Disk
Teradata
Versions Local Disk
Teradata
Tool Boomi
Information Local Disk XML file > Teradata Tables
Data Formats XML
Volumes ~1000/day
Process When a test result is available in a local disk as an XML format file, information will be extracted and inserted into Teradata tables and its child tables based on the device family the device belongs to.
Complexity High

 

Wedid: QAD and Salesforce Integration

Challenges

Client uses an ERP system, QAD and would like information such as Corporate Group, Customer, Item, Inventory, etc. being synced into Salesforce. This is to ensure any transaction that is being manage by different team (i.e. Manufacturer vs. Sales team) using these two different systems are in sync with one another.

Solution:

qad2sf

Purpose To ensure information manages between QAD and Salesforce are in sync with one another.
Applications QAD
Salesforce.com CRM
Versions QAD
Salesforce
Tool Boomi
Information QAD Customer > Salesforce Account
QAD Corporate Group > Salesforce Account
QAD Item Master > Salesforce Product
QAD Inventory Product > Salesforce Custom Object (Product Serial)
Salesforce Custom Object (Stock Transfer) > QAD Inventory Transfer
Salesforce Custom Object (Part Request) > QAD Material Order
Data Formats XML
Volumes ~500/day
Process QAD Customer create/update Salesforce Account
QAD Corporate Group create/update Salesforce Account
QAD Item Master create/update Salesforce Product
QAD Inventory Product create/update Salesforce Custom Object (Product Serial)
Salesforce Custom Object (Stock Transfer) create QAD Inventory Transfer
Salesforce Custom Object (Part Request) create/update QAD Material Order
Schedule Real-time
Complexity High

 

Salesforce: Forecast Data Model

This article will give you a rough idea on the big picture of how Forecast data model looks like.

forecast model

From the model above, those objects in green box is the main object for Forecasting where those in blue box are objects that is working in the back end of the whole process ( Only shown in query / extract function in data loader) .

So what are these objects for?

Lets start from Quota.

  • Forecasting Quota: An object which stores quota amount for all users.
  • ForecastingAdjustment: When the Forecast Adjustment function is enabled, any adjusted information from the manager will be stored here.
    adjustment
  • ForecastingItem: This object is used to store information related to the Forecast Category.
    category
  • ForecastingFact: This object is useful to show Forecasting history. It stores all records including deleted ones.

In a nut shell, the data model actually shows where adjusted data is being stored at and where historical forecast data can be retrieved from. Most importantly, how they interrelates with each other.  With the understanding of this data model, it is easier for users to build report types for reporting purposes, too.

 

 

 

Wedid: Mass Renaming Salesforce Metadata

Challenges

Company A is bought over by Company B. At this moment, Company A’s naming convention for Salesforce metadata is not compatible with Company B. For example: Custom field name, report name, record type name, email template, etc. Manually going through each component to rename them is time consuming.

Solution:

Search all components using wildcards via Salesforce metadata API. Find, replace and deploy latest change set into Salesforce.

Purpose To detect all metadata related to Company A and then rename them.
Application Salesforce Metadata API
Complexity Medium

We Did: Boomi Training 101

After years of experience in delivering Boomi Integration processes and providing Boomi integration consultation to our customers, we now added a new services into our list, the Boomi Training. We’ve recently delivered a Boomi Training 101 to our client to enable our client’s users to better understand Boomi platform and to know how to manage the integration processes independently.

Our aim is to provide our client the basic understanding of Boomi platform and to build their confident on managing the platform themselves as well as to improve their capability of building their own integration process.

With that, we have two main training modules in place:

  1. Boomi Developer Training 101, which the syllabus includes:
    - Understanding cloud integration
    - Understanding the overview of Boomi platform
    - The basic components in Boomi
    - How to start building an integration process and making it work
    - Post build, maintaining and monitoring the integration process
  2. Boomi Deployment and Maintenance Training 101, which the syllabus includes:
    - Managing the process deployment
    - Monitoring and troubleshoot issues through process log
    - Maintaining different environments and atoms

Interested to know more about the training packages? Check with us!

Wedid: Sage SalesLogix CRM and Aprimo Integration

Challenges

The client is using both Sage SalesLogix CRM and Aprimo to handle the sales cycle and marketing. And, they want both of the Sales and the Marketing team always have the updated information.

Solution:

slx_marketo

Purpose The customer records between two systems need to be consistently synced to avoid invalid information and duplicate entry.
Applications Sage SalesLogix CRM
Aprimo
Versions Sage SalesLogix CRM On-Premise
Aprimo (Marketing Studio)
Tool Boomi
Information SalesLogix Company <> Aprimo Account
SalesLogix Contact <> Aprimo Audience Member
Data Formats JSON and XML
Volumes ~100/day
Process SalesLogix Company create/update Aprimo Account (Bi-directional)
SalesLogix Contact create/update Aprimo Audience Member (Bi-directional)
Schedule Every 15 minutes
Complexity Medium