Category Archives: Company Update

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

 

Boomi Tips: HTTP Operation Response Header

In the latest release, Boomi has included a very important feature in the HTTP connector. The HTTP operation can now capture the value of the response header and store it into a dynamic document properties. This is very useful as some of the applications require a certain cookie value returned in the first call to be used in the subsequent call.

To use this feature, you just need to:
1. edit a HTTP operation
2. scroll to Response Headers Mapping
3. add the specific response header that you want to capture

response_header

For more information, please refer to the official documentation.

Salesforce Forecast Type: Opportunity Revenue

Running a company that sells furniture, the CEO Mr. John would like to use Salesforce Forecast to view all Opportunity revenue quarterly.
An example of how the Forecast view look like:
Forecast Opp Revenue
From the view above, Mr.John can see which quarter has failed to  meet the targeted quota in year 2013.
If Mr.John expands the view for each quarter, he can also see the sales result of each of his sales team member.

Salesforce Forecast Type: Opportunity Split (Revenue only)

As a property agency, WDCi group it’s sales person in teams. Most of the time, team member in each team will team up to handle one sale process.
WDCi has implemented Opportunity split to keep track of the team members who teamed up in handling one particular Opportunity.
Each team member can now use Forecast to see how much profit they have earned from the sharing Opportunity in each quarter.
An example of how the Forecast view look like:
opp split

Salesforce: Forecast Types

In Spring’14 release, Salesforce introduced a new Forecast ability called Forecast Types. Forecast Types allow users to be able to view more detailed sales information in different angle. Below are the types available :

  1. Forecasting Opportunity Revenue
  2. Forecasting Opportunity Quantity/Unit
  3. Forecasting Opportunity Split (Revenue only)
  4. Forecasting Product Family Revenue
  5. Forecasting Product Family Quantity/Unit

Click on above types to see example scenarios and when to use them.

Defining Forecast Types: In forecast settings, you will have to define Forecast Type.

See this documentation on how to do it: https://help.salesforce.com/HTViewHelpDoc?id=forecasts3_enabling_data_sources.htm&language=en_US