Posts by Jimmi

See you at Salesforce Basecamp in Melbourne

We have some good news!   We’ll be attending Salesforce Basecamp in Melbourne on 21st November 2018 at the MCEC. For everything, you need to know about the Basecamp event, click here.   So make sure you come and say “Hi!   We will be sharing our solutions for all Salesforce users – our RIO Solutions…

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Salesforce Tips: Implementing “My Domain”

Salesforce has mentioned that “subdomain makes your org more secure”. But why do you need to set it up? Because it is required to use the following in Salesforce: Lightning Components – Lightning component tabs, Lightning App Builder, Lightning Pages or Standalone apps. Single sign-on (SSO) with external identity providers. Social sign-on with authentication providers…

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Collaborate with Student Community

Teamwork and collaboration. These have been found to be the key to unlocking a great study experience. There are several different departments within Higher Education organisations and each of them supports different user roles (Admins, Lecturers, Tutors and Student Support). With all of these different support roles, it’s becoming difficult for students to gather the required information…

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Help Your Students Succeed with RIO Education

Higher Education providers spend significant time and effort in ensuring students complete their journeys and graduate. To do this requires beefing up student retention. Resulting in an increase to students graduation rates and decrease students drop out or transfers.    Any well-planned strategy needs to have an engaging comprehensive Student Management System.   RIO Education…

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Salesforce Tips: Skipping Approval Process

Most organisations have an approval process which can be moved to Salesforce. When setting up the approval process, note that the setup can get tricky if you have to closely match an approval process to a manual process. Our example below will be based on a scenario of an individual who plays numerous roles within…

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WeDid: Certification Automation

Challenges: This company is a global education organisation that provides vast learning programs. This customer has been using Salesforce for several years to track student information including student certification details. During the years of using Salesforce, their instance has seen mass customizations over time, mainly due to automating the student certification process. The requirement for…

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WeDid: Site Management

Challenges: This company is the supplier of heating systems, DIY products and installation services. Initially, all the data related to the heating systems and their installation sites were managed in completely different systems. This was causing several hiccups such as: The Sales process is not seamless – there is a lack of conversion visibility Duplicates…

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WeDid: Custom Asset Servicing Process

Challenges: This company provides energy storage solutions, devices and maintenance and they are currently looking for a solution that will be able to handle the following: Tracking of installed devices at their end users’ sites. Currently,  all important details including serial numbers, installation locations, installation dates and statuses are being kept in a spreadsheet. Tracking…

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WeDid: Custom Bidding Sales Process

Challenges: This company earns their revenues by providing construction materials and services to their partners and builders. This includes: Direct sales where builders approach this company directly for materials and services or Multiple builders approach this company to get quotes for materials and services to be used as part of a project bidding purpose. This can…

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We Did: Custom Roll Up with Relative Date Criteria

Challenges: For marketing purposes, the customer would like to consolidate the sum of successful deals made during the previous financial year and the current financial year. This data needs to be rolled up and tracked against the parent record where the marketing application being used can access it directly – as opposed to presenting it…

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