Posts by Mei Yan

TIP OF THE WEEK: Personalize Salesforce Navigation Feature

Do you remember being about to customise personal tab in Salesforce Classic? Well, you can now personalize navigation bar’s in Lightning Experience! Say you are constantly accessing certain tabs frequently (e.g. through favourites) and it’s not available in the general app, you can add the tab to the navigation bar for your personal view and…

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We Did: Cloning Salesforce Using the Force.com Migration Tool

Challenges WDCi recently helped a customer who had an existing Salesforce organisation dedicated to strategic teams and business’. This customer purchased another new Salesforce organisation to cater to the consulting team. The challenge was that this new organisation needed to be available immediately for use. Functionality for this organisation needed to be almost identical to the…

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WDCi Team Marathon Event

The team that trains together stays together!  Our Kuala Lumpur Team decided to sweat it out when 8 members participated in the 2017 ASICS Relay Night Run. Not only did we spend a night having a blast but we got closer through this bonding experience. The initial plan was to cruise through the run and…

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WeDid: BCI Data Modelling in Salesforce

Challenges Data intelligence and leads coming from BCI are the core sales opportunity in the business of our chemical construction site service customer. These leads are externally provisioned through CSV files and it needs to be tracked in Salesforce so that it can blend into other business data. The convergence of these data will help the customer form a powerful…

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WeDid: Salesforce As Retail Coordination System

Challenges A consultancy company needs to provide solution to the customer encompassing a portfolio of the retail information relating to the property, budgeting, landlord, solicitor etc. The challenges identified in the solution are: each detailed information need to be linked to create a connected entity as documents need to be generated at each record level containing the…

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Salesforce Tips: Setting Private User Access Consideration

When an organisation has multiple branches where different user channel can access Salesforce, it’s only common the sharing settings for User is set to private. This will help to prevent a user from viewing another user. However, there is one setting that needs to be considered when making user access private – Group tasks. This feature…

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Salesforce: Broadcasting Newsletter to Community Users

There are many different options available in a broadcasting newsletter to community users, such as using native Salesforce feature or send an email or third-party apps from the Appexchange if you have more specific requirements or simply using other applications for marketing purpose.   We have recently implemented this requirement with a combined utilisation of: Mail…

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WeDid: Salesforce and InspectRealEstate (inspectrealestate.com.au) Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

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WeDid: Salesforce and Rent.com.au Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

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WeDid: Salesforce and allhomes (allhomes.com.au) Portal

Challenges All real estate listings reside in Salesforce. However, these listings need to be consistently updated to the website portal to truly reflect the availability and pricing information (to name a few). The major challenges are: too many listings to keep track of the status and update to the portal listings get updated too frequently causing…

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