Sounds like a cracker, we’re going to be there, how about you?
With so many options available, how do you make a decision on the right way to connect Outlook and Salesforce. Here’s some tips to help you in that process.
We’ll start with functionality that doesn’t require additional licensing:
If you want to purchase additional licensing, consider Salesforce Inbox, we’ll cover that in a different blog.
You asked for it and we’ve delivered! RIO Inventory for Salesforce v4.1 has been released with Kit/Combo capabilities. You can create Kits of a Combo or Assembled type, so whether you’re selling drum kits or baking cookies we have the solution for you.
This feature will allow you to create, assemble and return products to a Kit from Inventory on hand. As expected it works with standard Salesforce Products so you can continue to use all the existing features with minimal changes.
To view more on the new Kits feature, check out our release notes in the RIO Inventory documentation here.
Want some help setting it up? No problem, just contact us at email@example.com and we’ll assist.
We’re thrilled to be invited by Sunny Coast Productions to sponsor their new SCRAP drama series. We see this as great way to promote our Sunshine Coast region and hopefully entice all you smart people out there to join our cloud software firm in Caloundra, yes you!, send us your applications to firstname.lastname@example.org. The SCRAP team will be pitching their idea at the Demo Day – Tourism, Sport and Leisure next week, good luck guys, you have a great concept! Confused? Checkout the teaser and you’ll get the idea.
Stramit Building Products, part of Fletcher Building is a major Australian manufacturer of roll-formed steel building products, including roof and wall cladding, guttering, fascia, purlins, flooring and structural formwork.
These products, along with complementary products and services, are delivered through a nationwide network of manufacturing and distribution centres, strategically located to ensure coverage of major metropolitan and regional markets.
Up to date project data is key to driving pipeline and focus. Prior to implementing this solution, Stramit was dealing with:
Stramit, as a long-term user of the Salesforce platform, looked to Salesforce to be the application to host the BCI project data. A design was needed that enabled the data to be captured but also filtered and assigned to the correct parties within Stramit.
Stramit chose WDCi as the implementation partner to plan, customise and deploy the solution as well as make recommendations for tweaks in future releases. Together we designed and released a successful automation process that included the following key features:
Paul Hahn, National Sales Manager, noted that “This integration between BCI and Salesforce has enabled us to consume large quantities of data efficiently, driving the right activities in our team to grow our pipeline. WDCi has partnered with us to deliver a solution we understand and can tweak ourselves as we make adjustments to our business focus. It works brilliantly.”
It’s that time again, and as always we’re thrilled to sponsor another Caloundra Film Festival movie. This time it’s the French drama ‘A Bag of Marbles‘ – screening for one night only on August 22nd. Hope you can join us at the Caloundra Big Screen Cinema – check out the details here. Hope to see you there.
To sync email from Gmail to Salesforce, use the Lightning for Gmail feature. If you require to sync events from Google Calendar to Salesforce, you will be required to setup Lightning Sync.
See steps below.
This video will show the step by step to setup Lightning for Google – https://www.youtube.com/watch?v=6HHExMJIYOs
Note: Make sure you are using Google Enterprise & you are the admin of the enterprise account.
Lightning Sync for Google (Beta) –https://help.salesforce.com/articleView?id=lightning_sync_admin_google_overview.htm&type=0&language=en_US&release=206.15
The below links will need to be opened on your browser:
With RIO Inventory you can now scan SKU and Serial Products with a Barcode Scanner. This is a great new future that will save you time managing your inventory levels.
Check out our documentation for details and an explanation on how it works. We have added a new ‘How to Use’ guide which can be found here.
Health is important for all humans and also for your IT system’s! Keeping your IT system’s healthy helps in sustaining a better business. For example, Salesforce being your company’s CRM system.
Keeping Salesforce healthy helps you access your customer information in a smother and safer environment.
As such, we’ve recently helped our customer to perform a health check against their existing Salesforce instance which have operated for at least 3 years.
Some of the highlights of the health check scope includes:
It is recommended to health check your system at least on a yearly basis, similar to your yearly body checkup as well.
If you value your Salesforce instance as much as you value your own health, feel free to contact us for help you with your Salesforce health check.