Tag Archives: salesforce integration

Wedid: Microsoft Dynamics AX & Salesforce Integration

Challenges

With the introduction of Salesforce in the company, the customer would like to move the maintenance of customer and merchant records from Microsoft Dynamics AX to Salesforce. However, some of the users (e.g, accountant) will still be maintaining the customer records in Microsoft Dynamics AX. Besides, the customer would like to sync the Sales Order information to Salesforce so that they can utilise the powerful reporting engine to generate the Sales report.

Solution:

dynax_sf_merchant

Purpose To sync the customer and merchant information between Microsoft Dynamics AX and Salesforce
To Sync the sales order to Salesforce
Applications Salesforce
Microsoft Dynamics AX
Versions Salesforce Enterprise
Microsoft Dynamics AX 2012
Tool Boomi
Information Microsoft Dynamics AX Customer <-> Salesforce Account (Customer)
Microsoft Dynamics AX Merchant < Salesforce Account (Merchant)
Microsoft Dynamics AX Sales Order > Salesforce Order and Order Line
Data Formats XML/td>
Volumes ~100day
Process Bi-directional sync of Customer record between Microsoft Dynamics AX and Salesforce
Microsoft Dynamics AX Sales Order to create/update Salesforce Order and Order Line
Schedule Every 15 minutes
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: 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

 

Boomi: A Quick Way to Upload Attachment to Salesforce

Most of the Salesforce developers know that they have to encode the data with Base64 encoding if they want to upload a file as an attachment to a Salesforce object via web service. This is even easier if they use Salesforce Data Loader as the tool will help you to encode the data automatically. But, what if we want to do this in Boomi?

These are the steps:
1. Encode the data by using the Base64 Encode function in Data Process shape
2. Store the encoded data into a property (e.g, document property)
3. In the Salesforce operation parameters tab, you will just need to configure the Attachment/Body element to retrieve the value from the property that we set in Step 2

boomi_sf_att_1
Figure 1: Connector Parameters

boomi_sf_att_2
Figure 2: Parameter Value

Boomi Wedid: Upgrading from Legacy Netsuite Connector to New Netsuite Connector

Challenges

Our customer has integration between Salesforce and Netsuite running for a quite some time. The integration is using the legacy Netsuite connector which only supports up to version 2009.1.

Our customer has recently upgraded Netsuite to version 2013.1. Due to this, the existing integration is no longer working with the legacy connector.

Data FormatsXML

Purpose To upgrade the integration process from the legacy Netsuite connector to the new Netsuite connector which supports from version 2010.1.
Applications Netsuite
Tool Boomi

 

Wedid: Integrating Salesforce and Xero

Challenges

Client is managing/maintaining customer information as well as opportunities in Salesforce. Invoicing is being sent out using Xero instead. The client is having difficult to ensure information across Salesforce is in sync in Xero rather than to maintain both instances manually.

Solution:

sf-xero

Purpose To establish synchronization between Salesforce instance and Xero where opportunities and contacts in Salesforce can be easily synced into Xero.
Applications Saleforce
Xero
Tool RIO Salesforce-Xero Sync
Information Salesforce Account (Xero Billing Contact) > Xero Contact
Salesforce Opportunity > Xero Invoice
Salesforce Opportunity’s Account (Xero Billing Contact) > Xero Contact
Xero Invoice PDF > Salesforce Opportunity’s attachment
Data Formats XML
Volumes ~500/day
Process When the “Sync to Xero” button is clicked in an Account screen the Account and Xero Billing Contact data and synchronised to Xero.
When the “Sync to Xero” button is clicked in an Opportunity the Opportunity, related Account and Xero Billing Contact data are all synchronised to Xero.
Schedule Real-time
Complexity Medium

 

Wedid: Salesforce – Microsoft Dynamics GP Integration (Purchase Order acquisition)

Challenges

Customer has implemented the Purchase Order and approval process in Salesforce. The approved Purchase Order will be synchronised to Microsoft Dynamics GP for further processing (e.g, shipment, payment).

Solution:

dynamicsgp2sf

Purpose To sync the purchase orders that have been approved from Salesforce to Microsoft Dynamics GP.
The supplier details will be synchornised to Salesforce
Applications Microsoft Dynamics GP
Salesforce
Tool Boomi
Information Microsoft Dynamics GP Creditor > Salesforce Account
Salesforce Purchase Order > Microsoft Dynamics GP Purchase Order
Data Formats eConnect/XML
Volumes ~100/day
Process When a creditor is updated in Dynamics GP, it will be updated to Salesforce Account
When a purchased order is approved in Salesforce, it will be synced to Dynamics GP together with the shipping and billing address.
Schedule 15 mins
Complexity Medium

 

Salesforce CRM and Student Management System Integration (JobReady)

Challenges

Operating RTOs would ideally love to have a tool to equip their existing student management and at the same time allow them to work around the compliance and claiming side of business. However, for companies who choose to have separate applications for the reason of fully utilising the capability of each application (CRM, SMS), may have discrepancy of data which is not scalable between the two applications.

Some of the more obvious discrepancy are:

1. Student record is tracked within CRM
2. Course detail is tracked within CRM
3. Student enrolment is tracked within CRM
4. Delivery is tracked within SMS
5. Student attendance is tracked within SMS
6. Compliance data for reporting is gathered in SMS

Solutions:

sf2jobready

Purpose To synchronise account, student contact, enrolment, course, course delivery, attendance between Salesforce CRM and Student Management System (JobReady)
Applications Salesforce
JobReady
Versions Salesforce
JobReady
Tool Boomi
Information Salesforce Account > JobReady Party (Employer)
Salesforce Student Contact > JobReady Party (Person)
Salesforce Course > JobReady Course
Salesforce Session > JobReady Session
Salesforce Student Enrolment > JobReady Enrolment
JobReady Attendance > Salesforce Student Attendance
Data Formats XML
Volumes ~100/day
Process When the enrolment is created or updated in Salesoforce, the associated student contact and account and the selected course sessions will be created in JobReady.
When course is created or updated in Salesforce, it will be synchronised into JobReady as course.
When the attendance is updated in JobReady, it will update the Salesforce student attendance.
Schedule Daily
Complexity High

 

Salesforce and Micronet Integration

Challenges

The customer is a coffee roasting company who also sell different types of coffee making equipment to their customers across Australia. Currently, they are using Micronet system to track their customers and the equipment that the customers have purchased.
Now, they have purchased Salesforce and they would like to have the existing customers and equipment data that they have in Micronet to be populated into Salesforce automatically for reporting purposes. This also allows their Coffee Support Manager to have better accessibility where they can access all this information through smartphone and tablet when they are visiting their customers.

Solutions:

sf2micronet
Purpose Daily data update from Micronet into Salesforce to ensure that the data in Salesforce is up-to-date.
Applications Salesforce
Micronet
Tool Talend
Information Customer data
Equipment data
Customer Payment data
Data Formats CSV and Micronet ODBC
Volumes ~500/day
Schedule Real-time/Hourly/Daily
Complexity Low

Salesforce-XPLAN Integration

Challenges

All investors information such as their investments, distributions, etc are all kept in Salesforce. The Adviser is unable to access this information via XPLAN.

Solutions:

sf2xplan

 

Purpose Daily data feed from Salesforce to XPLAN so that Advisers can access to investor information.
Applications Salesforce
IRESS XPLAN
Tool Talend
Information Customer data
Investment data
Distribution data
Historical unit price data
Data Formats XML
Volumes ~2000/day
Schedule Real-time/Hourly/Daily
Complexity High (due to data quality)